Financial Center Client Service Representative
4 days ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our team is dedicated to providing exceptional client service and building strong relationships with our clients.
We are seeking a highly motivated and customer-focused Client Service Representative to join our Financial Center team. As a Client Service Representative, you will be responsible for providing a positive client experience, processing transactions accurately and efficiently, and introducing products and services that meet the client's needs.
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
- 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
- Bilingual language - Spanish preferred
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
Work Schedule:
1st shift (United States of America)
20 hours per week
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law. The company also prohibits discrimination on other bases such as medical condition, marital status, or any other factor that is irrelevant to the performance of our teammates.
Bank of America aims to create 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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