Client Services Representative III – Bilingual Mandarin

What you'll do

• Identifies client needs and recommends solutions
• Records data captured during client interactions accurately
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
• Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls
• Resolves common request types and applies knowledge of expanded scope to additional specialty requests that have increased complexity and risk
• Navigates multiple systems, products, or skills to resolve client needs

Required qualifications

• Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives
• Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions
• Shows commitment to excellent attendance with proven reliability
• Communicates effectively and confidently with all clients to make their financial lives better
• 1+ years of customer/client service experience, including experience handling difficult client situations
• Proficient in English and Mandarin