CareerPlan

Senior Banker - Bayside NY Area - Bilingual Mandarin Required

Bayside, USFull-time$54k–$66k2026-11-03 → 2026-11-12
On-site · United States

Core

First point of contact for financial center clients, uncovering personal banking needs for individuals and small businesses, and connecting them to specialists.

Role type

Senior Banker (Financial Center)

Builds

Consumer and small business banking solutions and strategies

Domain

Banking / Retail Finance

Deliverable

product features

Required skills

Bilingual Mandarin, sales experience, client relationship management, self-service technology training, regulatory compliance, account opening/maintenance

Preferred skills

Associate's or Bachelor's degree in business/finance, financial center experience, retail/sales experience in incentive environments, knowledge of banking products, Microsoft applications proficiency

Technologies

Self-service technologies, Digital Assisted Shopping platforms, Microsoft applications

Responsibilities

Partner with teams to provide consumer and small business solutions; Assist and train clients on self-service transactions; Leverage resources to optimize client experience; Adhere to processes and laws for account activities; Manage client interactions and regulatory requirements

Seniority

Entry-level to Mid-level (1+ year experience required)