Financial Services Representative

1 week ago


Herndon, Virginia, United States Bank of America Full time

About the Role

">

This is an exciting opportunity to work as a Financial Services Representative at Bank of America. Our team is committed to helping our clients achieve their financial goals, and we are looking for a motivated individual to join us.

">

Job Summary

">

We are seeking a skilled and customer-focused representative to engage with clients in the lobby, educating them on how to conduct transactions using self-service resources such as mobile banking, online banking, or ATM. The successful candidate will accurately and efficiently process cash transactions, build relationships with clients, and connect them to solutions that meet their financial needs.

">

Responsibilities

">
  • ">
  • Execute the bank's risk culture and strive for operational excellence">
  • Build relationships with clients to meet their financial needs">
  • 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">
  • 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">
">

Requirements

">
  • ">
  • 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">
  • Efficiently manages time and capacity">
  • Focusing on results while acting in the best interest of the client">
  • 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">
  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals">
  • Six months of cash handling experience">
  • Bachelor's Degree or business-relevant Associates 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">
">

Compensation and Benefits

">

The estimated salary for this position is $55,000 per year, depending on location and experience. In addition to a competitive salary, we offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.

">

About Bank of America

">

Bank of America is a leading financial institution with a commitment to helping our clients achieve their financial goals. We pride ourselves on being a diverse and inclusive workplace, and we strive to create a positive and supportive environment for our teammates.

">

How to Apply

">

If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



  • Herndon, Virginia, United States Creative Financial Staffing Full time

    About the Organization:Creative Financial Staffing is a staffing agency specializing in finance and accounting placements. We work closely with our clients to understand their needs and provide top talent to support their growth.Job Summary:We are seeking an experienced Staff Accountant to join our team. This individual will be responsible for managing...


  • Herndon, Virginia, United States Firehouse Subs- Herndon Full time

    Job OverviewWe are seeking a skilled and dedicated individual to join our team as a Customer Service Representative at Firehouse Subs in Herndon. This role plays a vital part in ensuring the success of our restaurant by providing exceptional customer service, maintaining high standards of food preparation, and upholding a safe and clean work...


  • Herndon, Virginia, United States Creative Financial Staffing Full time

    About our Client:A leading telecom company in the industry.Job Title: Senior Accountant (Revenue)Location: Herndon, VAThe Position will be hybrid.Responsibilities:Support the monthly revenue review process, including inputting abstract flow charts into the system and responsibilities related to amendments and cancellations.Work as part of a team of three...


  • Herndon, Virginia, United States Creative Financial Staffing Full time

    About the Opportunity:The organization is a well-established 501(c)(3) nonprofit founded in the 1960s.Employees praise the education and training programs and professional development offered by the organization.Accountant RoleResponsibilities:Record journal entries for both the association and foundations.Manage bank transactions for both entities,...


  • Herndon, Virginia, United States Jennifer Respress - State Farm Agent Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Relationship Development Representative. This role involves building strong relationships with customers, identifying their needs, and providing tailored solutions to meet their goals.ResponsibilitiesEstablish and maintain long-term customer...


  • Herndon, Virginia, United States Harris Teeter Full time

    This is a part-time position that requires excellent customer service skills to satisfy each customer's needs and exceed their expectations. To be successful in this role, you must follow correct bagging procedures, provide carryout and parcel pickup service, load merchandise into customer vehicles, and return shopping carts to the store.Key...


  • Herndon, Virginia, United States Bank of America Full time

    About the Job:As a Financial Center Assistant Manager at Bank of America, you will be responsible for overseeing the daily operations of a financial center, ensuring the smooth and efficient functioning of the teller line, and driving business results through effective management routines and coaching.Key Responsibilities:Manage client traffic, engaging and...


  • Herndon, Virginia, United States Goldmine Group Inc Full time

    Job OverviewWe are seeking a highly motivated Customer Experience Representative to join our team at Goldmine Group Inc.As a Customer Experience Representative, you will be the face of our brand, providing exceptional customer service and driving sales through product knowledge and genuine enthusiasm.Key ResponsibilitiesCreate a welcoming and engaging...


  • Herndon, Virginia, United States U-Haul Full time

    **About the Role**As a Reservation Manager Agent at U-Haul, you will be responsible for providing exceptional customer service, supporting field team members and U-Haul dealerships with equipment and reservation management, and ensuring the efficient placement of equipment to meet customer demand.Main ResponsibilitiesAssist customers with inquiries and...

  • Sales Representative

    4 weeks ago


    Herndon, Virginia, United States Global Placement Services LLC Defunct Full time

    About the Role:We are seeking a highly motivated and experienced Sales Associate to join our team. As a Sales Associate, you will be responsible for providing exceptional customer service and maintaining a positive and welcoming store environment. This includes:Providing professional and courteous service to all customersAssuring merchandise is placed on the...


  • Herndon, Virginia, United States Serco North America Full time

    Serco North America is seeking highly skilled Financial Analysts to support the Federal Emergency Management Agency's (FEMA) Public Assistance recovery initiatives in Zone 2 across the Midwest. This position will consist of professional and non-professional personnel providing support to state, tribal, territorial local governments, and some private...


  • Herndon, Virginia, United States Harris Teeter Full time

    pKeyresponsibilitiesincludedeliveringexceptionalcustomerexperiences,meetingsalestargets,andmaintainingacleanandorganizedstoreenvironment.Keyskillsincludeeffectivecommunication,problem-solving,andteamwork./pbRequirements:/bulliAbilitytoworkinafast-pacedenvironment/liliExcellentcommunicationandinterpersonalskills/liliAbilitytoliftupto40pounds/li/ulpAdditionalr...


  • Herndon, Virginia, United States Disability Solutions Full time

    At T-Mobile, we are a leader in innovation and customer service. Our team has disrupted the entire wireless industry, bringing 5G to the nation and shaping the future of technology. We believe in empowering our employees to grow their careers and drive business success.About the RoleWe are seeking a highly motivated Financial Operations Analyst Intern to...


  • Herndon, Virginia, United States Amazon Web Services, Inc. Full time

    Job OverviewWe are seeking a skilled Cloud Security Solutions Architect to join our team at Amazon Web Services, Inc. This is a unique opportunity to leverage your expertise in developing and negotiating business agreements, leading cross-functional teams, and influencing leadership decisions.Your primary responsibility will be to orchestrate sales motions...


  • Herndon, Virginia, United States Harris Teeter Full time

    This is a part-time position at Harris Teeter, focusing on providing an exceptional customer experience. To succeed, you must possess a defined level of product knowledge, sales ability, and customer relations skills. You will work collaboratively with fellow associates to create a positive shopping environment.Key responsibilities include preparing products...


  • Herndon, Virginia, United States CFLVA Full time

    Job Title: Care Services Scheduling Coordinator SpecialistCompany OverviewCFLVA is a compassionate and rapidly growing Concierge & Care Agency in Virginia, dedicated to providing exceptional care tailored to each Client's unique needs. Our team believes that finding the perfect match between Clients and their Care Partners is essential for delivering the...


  • Herndon, Virginia, United States Disability Solutions Full time

    T-Mobile is a pioneer in providing innovative connectivity solutions to the government sector. We are seeking a seasoned Sales Leader with expertise in navigating complex sales transactions and driving revenue growth within the SLED sector.About the RoleThe Sr. Manager of Connectivity Product Sales will lead a team of sales professionals responsible for...


  • Herndon, Virginia, United States Harris Teeter, LLC Full time

    We are seeking an enthusiastic and dedicated Part Time Meat Clerk to join our team at Harris Teeter, LLC.About the RoleThis is a part time position that requires individuals to process/packaging/stocking meat products according to Meat Standards, maintain cleanliness of work areas, provide exceptional customer service, and perform duties of seafood clerk...

  • Database Architect

    5 days ago


    Herndon, Virginia, United States nuanza Full time

    OverviewNuana is a dynamic and innovative organization seeking an experienced Database Architect to join our team. With a focus on delivering exceptional results, we strive to push the boundaries of what's possible in the financial services industry.


  • Herndon, Virginia, United States Leidos Full time

    Security Representative Opportunity at LeidosAt Leidos, we are seeking a skilled Industrial Security Representative to join our Chantilly, VA facility. This role plays a critical part in ensuring the implementation of our industrial security program and meeting company and customer security requirements.Job Responsibilities:We are looking for an individual...