Bilingual Document Processing Specialist supporting legal documentation at McCarthy Tétrault. Preparing and correcting legal documents as part of a 24/7 team.
About the role
- Relationship Banker engaging clients in various California locations to assist with transactions and financial solutions. Facilitating interactions through self-service resources at bank locations.
Responsibilities
- This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
- Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
- Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
- Executes the bank's risk culture and strives for operational excellence.
- Builds relationships with clients to meet financial needs.
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Grows business knowledge and network by partnering with experts in small business, lending, and investments.
- Manages financial center traffic, appointments, and outbound calls effectively.
- Drives the client experience.
- Manages cash responsibilities.
Requirements
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients’ needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
- Bilingual Mandarin Required
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits.
- Access to paid time off.
- Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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