Client Service Representative
2 hours ago
Job Summary:
This role is responsible for delivering exceptional client experiences that drive client satisfaction and loyalty. Key responsibilities include processing transactions accurately and efficiently, introducing products and services that meet client needs, and ensuring clients are quickly connected to the appropriate teammate to meet their needs and execute against the Life Priorities Strategy.
Key Responsibilities:
- Execute the bank's risk culture and strive for operational excellence
- Drive the client experience
- Grow business knowledge and network by partnering with experts in small business, lending, and investments
Requirements:
- 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
Preferred 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
Education:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
20-
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