Banker / Universal Banker - Mandarin/Cantonese

Mandarin/Cantonese Speaking Universal BankerJob Summary:The Universal Banker plays a key role in delivering exceptional customer service while handling a wide range of banking transactions and financial solutions. This position requires fluency in Mandarin or Cantonese to effectively serve a diverse customer base. The ideal candidate will provide assistance with deposits, loans, account services, and financial products while building strong client relationships.Key Responsibilities: Customer Service & SalesGreet and assist customers with their banking needs in Mandarin or Cantonese and English.Provide personalized financial solutions by identifying customer needs and recommending suitable banking products.Educate customers on digital banking tools and services.Cross-sell and upsell products such as credit cards, loans, and investment solutions. Banking Transactions & OperationsProcess deposits, withdrawals, transfers, and other financial transactions efficiently.Open new accounts, including checking, savings, CDs, and IRAs.Assist with loan applications and provide basic lending guidance.Ensure compliance with all bank policies and procedures, including regulatory requirements. Relationship Building & Community EngagementBuild lasting relationships with customers and provide proactive financial guidance.Engage with the Mandarin/Cantonese-speaking community to promote banking services and financial literacy.Participate in local networking and outreach events to develop new business opportunities. Risk & ComplianceMaintain accuracy and security in handling customer transactions and sensitive information.Follow anti-money laundering (AML) and Know Your Customer (KYC) procedures.Resolve customer issues and escalate concerns as needed.Qualifications & Skills:Fluency in Mandarin or Cantonese (spoken and written) required.Bachelor's degree in Business, Finance, or a related field preferred.1+ years of experience in banking, financial services, or retail sales.Strong customer service, communication, and problem-solving skills.Ability to multitask and work in a fast-paced environment.Proficiency in Microsoft Office and banking software.Work Environment:In-branch position with occasional community outreach activities.Flexible work hours, including weekends, based on branch needs.Compensation & Benefits:Competitive base salary plus performance-based incentives.Health, dental, and vision insurance.401(k) plan with company match.Paid time off and professional development opportunities.Desired Skills and ExperienceThe Universal Banker plays a key role in delivering exceptional customer service while handling a wide range of banking transactions and financial solutions. This position requires fluency in Mandarin or Cantonese to effectively serve a diverse customer base. The ideal candidate will provide assistance with deposits, loans, account services, and financial products while building strong client relationships.All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers requirea background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Created: 2025-03-07