Financial Center Client Service Representative

2 months ago


Morgan Hill, United States Bank of America Full time

Job Description: This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously introducing products and services that meet the client needs. Job expectations include ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies. Responsibilities: Executes the bank's risk culture and strives for operational excellence Drives the client experience Grows business knowledge and network by partnering with experts in small business, lending, and investments 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. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. 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. Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs. Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment. Has a minimum of six months of experience offering solutions and services based on the client’s needs. In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program. 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. Six months of cash handling experience. Experience working in an environment with individual and team goals where goals were routinely met or exceeded. Skills: Active Listening Adaptability Attention to Detail Collaboration Customer and Client Focus Client Experience Branding Client Solutions Advisory Referral Identification Relationship Building Conflict Management Account Management Business Development Business Acumen Critical Thinking Emotional Intelligence Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

#J-18808-Ljbffr



  • Morgan Hill, United States California Jobs 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...


  • Morgan Hill, 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...


  • Cherry Hill, New Jersey, United States Fulton Financial Full time

    Position Overview:This is a full-time role requiring approximately 40 hours per week. The position involves working in a dynamic financial environment.Key Responsibilities:- Deliver exceptional customer service and enhance client satisfaction.- Assist clients with their banking needs and provide tailored financial solutions.- Ensure compliance with banking...


  • Cherry Hill, New Jersey, United States Fulton Financial Full time

    Position Overview:This is a full-time employment opportunity, offering approximately 40 hours per week.Key Responsibilities:- Provide exceptional customer service and support to clients.- Assist customers with their banking needs and inquiries.- Ensure compliance with financial regulations and policies.- Foster a positive customer experience in a dynamic...


  • Pleasant Hill, United States Eagle Peak Solutions, Inc. Full time

    Job DescriptionJob DescriptionWe are seeking a Full Time Client Service Representative who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer...


  • Spring Hill, United States Banfield Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Representative, Service, Skills, Hospital, Client, Animal Care, Retail


  • Crest Hill, United States National Veterinary Associates Full time

    The Client Services Specialist is an invaluable member of the hospital team who works directly with a Hospital Manager and supporting medical staff to provide exceptional customer service while maintaining a smooth and efficient flow of clients and p Client Service, Representative, Hospital, Retail, Client, Patient


  • Morgan Hill, California, United States Hampton Inn Morgan Hill Full time

    Job OverviewThe Guest Services Representative plays a vital role in ensuring a seamless experience for our guests at Hampton Inn Morgan Hill. This position is essential for managing the check-in and check-out processes efficiently and courteously, utilizing our property management system to handle all transactions in line with hotel policies.Key...


  • Richmond Hill, Georgia, United States First Command Financial Services Full time

    Position Overview:As a Wealth Management Consultant, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families achieve their financial goals through tailored strategies and personalized advice.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving...


  • Morgan Hill, California, United States Excel Hotel Group Full time

    Position OverviewThe Guest Services Representative plays a crucial role in ensuring a seamless check-in and check-out experience for hotel guests. This position involves utilizing the property management system to efficiently manage guest transactions, handle payments in accordance with hotel policies, and deliver exceptional customer service to all...


  • Cherry Hill, United States World Insurance Associates LLC Full time

    World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World now has over 2,200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in...


  • Morgan Hill, California, United States DAIKIN COMFORT TECHNOLOGIES DIST INC Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at DAIKIN COMFORT TECHNOLOGIES DIST INC. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesSales and Customer Service: Sell our products and...


  • Cherry Hill, United States World Insurance As Full time

    World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World now has over 2,200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in...


  • Cherry Hill, United States World Insurance Associates LLC Full time

    World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World now has over 2,200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in...


  • Cherry Hill, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionWorld Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World now has over 2,200 employees in over 260 offices across North America.  With a billion dollar investment...


  • Cherry Hill, New Jersey, United States Giorgio Armani Full time

    About the RoleAs a Client Advisor with Giorgio Armani Corporation, you will be part of a diverse team who will work with you to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will...


  • Cherry Hill, United States RPI Philadelphia Full time

    Job DescriptionJob DescriptionRocksteady Promotions delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Client Support Representative role to help us...


  • Chapel Hill, North Carolina, 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...


  • Morgan Hill, California, United States Advance Services, Inc. Full time

    Job OverviewCustomer Service RepresentativeWe are seeking a dedicated and personable individual to serve as a Customer Service Representative. This role involves actively interacting with clients and managing their accounts effectively.Key Qualifications:Experience in sales negotiation and customer relationship management is preferred.Proficiency in...

  • BDC Representative

    3 months ago


    Morgan Hill, United States Victory Honda of Morgan Hill Full time

    Job DescriptionJob DescriptionJob Description:Victory Automotive Group Inc. has been recognized as one of the Top 25 ranked Privately Held Companies for 2023! Business Development Representative / BDC Agent Victory Automotive Group is family owned and operated since 1997 with over 40 locations across the United States. We provide the best opportunities for...