Financial Center Client Service Representative

4 weeks ago


Vacaville, United States CareerBuilder Full time

Financial Center Client Service Representative page is loaded

Financial Center Client Service Representative

Apply

locations

Vacaville

time type

Part time

posted on

Posted 3 Days Ago

job requisition id

24012985

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
Job Description:
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.
Responsibilities:
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
Required Qualifications:
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.
Desired Qualifications:
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.
Bachelors degree or business relevant associate degree such as business management, business administration, or finance.
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Shift:
1st shift (United States of America)

Hours Per Week:
20

#J-18808-Ljbffr



  • Vacaville, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Vacaville, California, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Vacaville, United States Travis Credit Union Full time

    Description Varying Shifts. Monday-Friday between the hours of 9:00am-7:30pm (40 hours/week). Saturdays are required 8:45am-5:15pm (w/one day off during the week) 100% Onsite at TCU Headquarters in Vacaville, Ca. No Remote or Hybrid available.Summary: The Travis Credit Union (TCU) Contact Center is responsible for professionally managing member service...


  • Vacaville, United States North Bay Aviation Full time

    Job DescriptionJob DescriptionWe are seeking a Customer Service Representative to join our Fairfield, California team! In this role, you will be responsible for interacting and communicating with our Commercial / Military Aviation customers which are both Domestic and International in scope.North Bay Aviation is looking for an experienced customer service...


  • Vacaville, United States Luxury Bath Technologies Full time

    Job DescriptionJob DescriptionConfirmation Call Center ManagerCreating a fresh solution to bath remodeling, Luxury Bath offers a stylish, cost-effective, low-maintenance bath improvement to homeowners, commercial customers and consumers with accessibility needs. Luxury Bath was created to meet the needs of consumers who were dissatisfied with the quality and...


  • Vacaville, United States California Lifestyle Foundation Full time

    Job DescriptionJob DescriptionAre you a dedicated, self-driven individual with a passion for providing outstanding customer support? Do you have a reputation for consistently prioritizing customer satisfaction? If so, we are looking for you to join our team as a Customer Relations Representative. Our mission is to foster positive relationships with our...


  • Vacaville, United States Beacon Home Care Full time

    Beacon Home Care is looking for Business Development Representatives! If you’re looking for a company that provides a meaningful and fulfilling career with an emphasis on work-life balance, this is the place for you! Responsibilities And Expectations The primary role of the Business Development Representative is to increase our client base through...


  • Vacaville, United States Beacon Home Care Full time

    Beacon Home Care is looking for Business Development Representatives! If you’re looking for a company that provides a meaningful and fulfilling career with an emphasis on work-life balance, this is the place for you! Responsibilities And Expectations The primary role of the Business Development Representative is to increase our client base through...


  • Vacaville, United States Minuteman Press Vacaville Full time

    Job DescriptionJob DescriptionMinuteman Press Vacaville, a print, marketing, and design company in Vacaville is seeking candidates for a position as a Customer Service/Graphic Designer/ Print Production Assistant. This position will be responsible for assisting our customers via telephone, email, and in-person at our office with their print, promotional, and...


  • Vacaville, United States California Lifestyle Foundation Full time

    Job DescriptionJob DescriptionAre you a dedicated, self-driven individual with a passion for providing outstanding customer support? Do you have a reputation for consistently prioritizing customer satisfaction? If so, we are looking for you to join our team as a Customer Service Representative. Our mission is to foster positive relationships with our...


  • Vacaville, United States SYNC Staffing Defunct Full time

    Essential Functions: • Perform general clerical duties as assigned, including but not limited to answering and directing phone calls, filing, data entry and billing. • Recognize and resolve documentation errors. • Process over, short and damaged freight and related documentation for customer resolution. • Assist customers via phone, email and fax...


  • Vacaville, United States Turning Point Community Programs Full time

    Job DescriptionJob DescriptionGENERAL PURPOSEUnder the administrative supervision of the Team Leader or Program Director, this position is responsible for providing psychosocial, rehabilitation and recovery-oriented services for adults.DISTINGUISHING CHARACTERISTICSThis is an at-will direct service position within a program. The position is responsible for...


  • Vacaville, United States Wise Auto Group Full time

    TITLE: Service Manager STATUS: Full-Time, Regular CLASSIFICATION: Salary WORK HOURS: Varies According to Business Need REPORTS TO: General Manager Pay Range: $6,000 plus Commission POSITION SUMMARY Wise Automotive Group is looking for a Service Manager for our Vacaville Hyundai location. This position is responsible for driving excellent results in customer...


  • Vacaville, United States Wise Auto Group Full time

    Job DescriptionJob DescriptionTITLE: Service Manager STATUS: Full-Time, RegularCLASSIFICATION: Salary WORK HOURS: Varies According to Business NeedREPORTS TO: General ManagerPay Range: $6,000 plus Commission_____________________________________________________________________________________POSITION SUMMARYWise Automotive Group is looking for a Service...


  • Vacaville, United States FAIRFIELD CYCLE CENTER, INC. Full time

    Job DescriptionJob DescriptionJob Data Job Title………………….Service & Parts ManagerDepartment……………...Service & Parts DepartmentSupervisor……………….General Manager / Owner Summary Description Manages employees and operations of the service department. Setup and maintain an appealing retail environment and assist all customers...


  • Vacaville, United States Massage Envy Full time

    Overview: **Where Better Careers Begin!** Massage Envy Vacaville 196 Nut Tree Parkway, Suite C Vacaville, CA 95687 **Do you have a passion for helping others?** At the Massage Envy Vacaville franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent...


  • Vacaville, United States Acosta Sales & Marketing Full time

    Experience/skills and/or location may influence position wage rate Range Minimum: $ 17.00 Range Maximum: $ 17.00 Employment Duration: Part-time Description and Requirements As a Retail Specialist at Premium, you’ll ensure Premium’s client brands stand out at Walmart stores by driving product availability. Your efforts executing retail merchandising...


  • Vacaville, United States Massage Envy Full time

    Overview: Where Better Careers Begin! Massage Envy Vacaville 196 Nut Tree Parkway, Suite C Vacaville, CA 95687 Do you have a passion for helping others? At the Massage Envy Vacaville franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience...


  • Vacaville, United States Sherwin-Williams Full time

    This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service Specialists are also expected to promptly resolve any customer concerns and...


  • Vacaville, United States Pentair Full time

    Job Description: At Pentair, you will work along-side passionate problem-solvers who are committed to the future of our planet. We put our purpose into practice, inspiring people to move, improve and enjoy life's essential resources for happier, healthier lives. From our residential and business water solutions to our sustainable innovations and...