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Banking Associate/CSR bilingual Chinese Consultant

New York, NY 10018 | Temporary

Post Date: 05/23/2018 Job ID: 12362 Industry: Customer Service, Customer Service (Junior)

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Banking Associate/CSR bilingual Chinese Consultant

(anticipated length 6 months)



Job Description:
  • Perform daily operational tasks including but not limited to opening and closing accounts, account maintenance, transaction inputs etc.
  • Online banking operations, document filing, new account review and conduct KYC refresh.
  • Respond to customer inquiries for walk-in customers, customers calling in or customers inquire through email, internet banking or emails, etc.

Job Requirement:
  • Bachelor’ s degree or above.
  • 1-3 years’ experience in banking industry, adequate knowledge of banking products and services.
  • Understand banking operational procedure to perform duties accurately and efficiently.
  • Knowledge of financial and banking regulatory and compliance.
  • Solid computer skills especially in Microsoft Office.
  • Bilingual in Chinese and English is required.


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Franca Diona

Franca Diona has over 15 years of recruitment experience. She is a graduate of Iona College with a Bachelor of Arts specializing in public relations. She started her career in the music business working for major radio stations in the tri-state area. She furthered her career promoting the world-renowned musician Debbie Gibson. She utilized her skills expanding into the financial industry as a recruiter. Being a part of Adams Consulting Group has allowed Franca to broaden her craft by setting goals and striving to achieve them. She remains energetic and enthusiastic about getting the job done at ACG.

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