Teams at Bank of America

Provides personalized banking, borrowing, and mortgage guidance to financial center clients. Builds and deepens relationships, analyzes financial and credit needs, recommends tailored lending solutions, submits mortgage applications, gathers documentation, manages pipelines, conducts outreach, and coordinates referrals. The role also supports client experience coaching, regulatory compliance, risk management, and SAFE Act registration requirements. Mandarin bilingual proficiency is required.