This role serves as the first point of contact for financial center clients, helping uncover personal banking needs for individuals and small businesses
Job Summary
This role serves as the first point of contact for financial center clients, helping uncover personal banking needs for individuals and small businesses.
The position requires proactively connecting with clients through outbound calls and conducting consistent follow-up routines to deepen relationships.
Employees are eligible for a formulaic incentive plan based on performance metrics and receive industry-leading benefits including paid time off.
Matching Summary
This role serves as the first point of contact for financial center clients, helping uncover personal banking needs for individuals and small businesses.
Salary
Base: $25.00 - $31.37 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Bilingual Mandarin language skills required
Minimum one year sales experience
Commissioned notary or ability to obtain
Willingness to work weekends and extended hours
Proactive outbound client calling routines
Nice-to-have
Associate's or Bachelor's degree in business
Experience with retail sales incentive environments
Strong critical thinking and problem-solving skills