Sr Bilingual Relationship Banker - Bilingual Vietnamese and English

About This Role

This senior bilingual relationship banker role focuses on building and fostering strong client relationships by meeting face-to-face and engaging with customers to provide financial counsel. The position involves assessing banking needs, processing customer and account information, educating clients on products, and recommending financial solutions. It also includes originating and closing consumer loans, opening accounts, and managing branch opening and closing procedures.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow-up, asking questions, and learning about their financial needs and banking channel preferences
• Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients
• Maintain a working knowledge of consumer and business banking products and services, including digital products and services
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions
• Develop collaborative partnerships with branch team members and partners to best serve clients
• Open new consumer and business accounts, complete service requests, and submit credit applications
• Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs
• Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy

Requirements

• High school diploma or equivalent
• Typically five or more years of job-related, retail banking experience or a combination of experience and commensurate training
• Bilingual ability to read, write, and speak in business-level proficiency of Vietnamese language and English
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check

Nice to have:

• Proven ability to build and foster relationships with clients through proactive outreach and follow-up
• Ability to effectively engage and communicate with clients
• Advanced knowledge of applicable bank and branch policies, procedures, and support systems
• Thorough knowledge of all retail products and services
• Proven customer service and interpersonal skills
• Experience in participating in sales campaigns/promotions
• Experience with using and demonstrating digital products and self-service technologies
• Ability to explore and identify a customer’s true needs while leveraging a digital-first mindset
• Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively