Senior Financial Services Representative
3 weeks ago
Job Summary:
We are seeking a highly motivated and customer-focused Senior Financial Services Representative to join our team at Bank of America. As a Senior Financial Services Representative, you will be responsible for providing exceptional client service and building strong relationships with our clients.
Key Responsibilities:
- Deepen client relationships through platform services and support clients with self-service or transactional activities.
- Provide exceptional client care and proactively connect with clients through outbound calls and follow-up routines.
- Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies.
Requirements:
- Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
- Strong written and verbal communications skills and ability to learn and adapt to new information and technology platforms.
Preferred Qualifications:
- Associate's Degree or Bachelor's Degree in business, finance, or a related field.
- Experience working in a financial center where goals were met or exceeded.
- Strong computer skills including Microsoft applications and previous experience utilizing laptop technology.
Skills:
- Active Listening
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
Work Environment:
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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