Client Relationship Consultant, Bilingual Mandarin and English

Responsibilities

• Build relationships with customers via multiple channels
• Provide the best possible counsel while adapting a digital first mindset
• Assess and attend to customers’ banking needs
• Obtain and process customer and account information
• Demonstrate and educate clients on available deposit and loan products and services
• Recommending solutions based on each customer’s unique goals and needs
• Builds and fosters relationships with clients through proactive outreach and follow up
• Identifies solutions for new and existing clients based on their needs
• Maintains a working knowledge of consumer and business banking products and services
• Provides a consistent optimal client experience
• Opens new consumer and business accounts, completes service requests and submits credit applications

• High school diploma or equivalent
• Three to four years of customer service experience
• Three to four years of sales experience
• Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems
• Proven customer service and interpersonal skills
• Strong mathematical, problem-solving, and negotiation skills
• Strong verbal and written communication skills
• Experience in the financial services industry preferred
• Bilingual ability to read, write, and speak in business-level proficiency of Mandarin language and English