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Senior Financial Services Representative

2 months ago

Denver, Colorado, United States Bank of America Full time

About the Role:

This position is responsible for serving as the primary point of contact for financial center clients, helping to identify and meet their personal banking needs. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care.

Key Responsibilities:

  • Proactively connect with clients through outbound calls and conduct consistent follow-up routines.
  • Deepen client relationships through platform services and support clients with self-service or transactional activities.
  • Provide exceptional client care and meet or exceed client satisfaction goals.
  • Collaborate effectively with colleagues to achieve business objectives and build strong relationships.
  • Identify and meet client needs through the sale of banking products and services.

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.
  • 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.
  • Strong written and verbal communications skills.
  • Ability to learn and adapt to new information, technology platforms, and handle ambiguity.
  • Applies strong critical thinking and problem-solving skills to meet clients' needs.

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.
  • Retail and/or sales experience in a salary plus incentive environment.
  • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.

Skills:

  • Active Listening
  • 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40