Senior Financial Services Specialist

4 days ago


Petaluma, California, United States Bank of America Full time
Job Overview

Bank of America is a leading financial institution dedicated to helping individuals and families achieve their financial goals. We are seeking an experienced Financial Services Specialist to join our team in Novato, California.

Job Summary

We are looking for a skilled and results-driven individual to engage clients in the lobby, educate them on self-service resources, and assist with transactions. As a Financial Services Specialist, you will build relationships with clients, understand their financial needs, and connect them to solutions that meet their goals.

Responsibilities
  • Execute risk management strategies and strive for operational excellence
  • Develop strong client relationships by understanding their financial priorities and connecting them to relevant solutions
  • Foster a culture of compliance and adherence to regulatory requirements
  • Grow business knowledge and network through partnerships with experts in small business, lending, and investments
  • Effectively manage financial center traffic, appointments, and outbound calls
  • Drive client experience and satisfaction
Requirements
  • Highly motivated and results-driven individual with a strong work ethic
  • Excellent communication and interpersonal skills
  • Ability to learn and adapt to new information and technology platforms
  • Strong critical thinking and problem-solving skills
  • Flexibility to work weekends and/or extended hours as needed
Preferred Qualifications
  • Experience in financial services and knowledge of industry products and solutions
  • Demonstrated sales experience in a salary plus incentive environment
  • Cash handling experience
  • Bachelor's Degree or equivalent in a relevant field
Benefits

As a Bank of America employee, you can expect a competitive salary, benefits package, and opportunities for growth and development. Our compensation range is $24.00 - $25.96 hourly pay, determined by experience, education, and skill set.

About Us

Bank of America is committed to being a diverse and inclusive workplace where everyone feels valued and supported. We strive to create a work environment that promotes respect, equality, and fairness for all employees, customers, and communities we serve.



  • Petaluma, California, United States AppleOne Full time

    About the RoleWe are seeking a highly skilled Accounts Receivable Specialist to join our team in Petaluma, CA. As a key member of our financial operations team, you will be responsible for managing a high volume of accounts receivable tasks with precision and professionalism.


  • Petaluma, California, United States National Staffing Solutions-Surgical Services Full time

    About the Job">Are you a skilled and motivated CT Technologist looking for a new challenge? National Staffing Solutions-Surgical Services is seeking a talented professional to join their team as a Mobile Imaging Specialist in Petaluma, California.">Job Summary">This 13-week contract position requires a dedicated individual who can work 40 hours per week on...


  • Petaluma, California, United States Digilock Full time

    Job OverviewDigilock, a pioneer in personal security solutions, seeks an experienced IT Infrastructure Support Specialist to join our team. As a key member of our IT department, you will play a vital role in ensuring the smooth operation of our systems and networks.About the RoleWe are looking for a highly skilled and motivated individual to provide...


  • Petaluma, California, United States Specialty Professional Services Full time

    About Specialty Professional Services">At Specialty Professional Services, we are dedicated to providing exceptional patient care and supporting the growth of our healthcare professionals. We are currently seeking a skilled Mobility Therapist Specialist to join our team in Petaluma, CA.


  • Petaluma, California, United States Exchange Bank Full time

    Job Description:We are seeking a highly skilled Customer Relationship Specialist to join our team at Exchange Bank. As a key member of our sales and customer service team, you will be responsible for building long-term relationships with customers, identifying their financial needs, and providing personalized solutions.Key Responsibilities:Develop and...


  • Petaluma, California, United States beBee Professionals Full time $60,000 - $80,000

    We are seeking a highly skilled Traveling Radiology Specialist to join our team at beBee Professionals. As a member of our radiology services team, you will travel across the United States to provide specialized imaging procedures for diagnostic and therapeutic purposes.Key Responsibilities:Prepare and position patients for interventional radiology...


  • Petaluma, California, United States Nurse First Full time

    Nurse First is seeking a highly skilled Mobile Occupational Therapist Specialist to join their team for a 13-week assignment in California. As a vital member of the healthcare staff, this professional will be responsible for providing expert occupational therapy services to patients in various settings.Job SummaryThe ideal candidate will possess a strong...


  • Petaluma, California, United States Ardor Health Solutions Full time

    About the RoleWe are seeking a highly skilled Diagnostic Imaging Specialist to join our team on a travel assignment in Petaluma, California. This is a 13-week contract position that requires 40 hours of work per week.Key ResponsibilitiesSpecialize in CT Technologist duties, working closely with medical professionals to ensure accurate diagnoses.Collaborate...


  • Petaluma, California, United States Pop-Up Talent Full time

    Company Overview">At Pop-Up Talent, we are a dynamic investment organization focused on real estate investing in the Bay Area. Our team is passionate about finding and evaluating innovative opportunities that drive growth and success.">Salary">$150-180K per year, offering a competitive compensation package reflecting your expertise and dedication.">Job...


  • Petaluma, California, United States Anders Group Full time

    About the RoleWe are seeking a highly skilled and motivated Travel Physical Therapist to join our team in Petaluma, California. As a travel rehabilitation specialist, you will be responsible for providing high-quality patient care and contributing to the success of our healthcare facility.Job DescriptionThis is a 13-week assignment with a start date as soon...


  • Petaluma, California, United States Mitch White Insurance Agency Full time

    Are you looking for a challenging and rewarding career in the insurance industry?Mitch White Insurance Agency is seeking a highly motivated Commercial Lines Account Executive to join our team.About the RoleWe are looking for an experienced sales professional to assist with providing exceptional customer service and insurance quotes to our commercial...


  • Petaluma, California, United States AppleOne Full time

    At AppleOne, we're committed to delivering exceptional workforce management solutions. As an Accounts Receivable Specialist, you'll play a vital role in our team by managing rent receipts, preparing bank deposits, and maintaining accurate tenant ledgers.We're looking for a highly skilled professional with at least 3 years of experience in high-volume A/R...


  • Petaluma, California, United States Ridgeway Post Acute Full time

    Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency. We are seeking an experienced Senior Physical Therapist to join our team at Ridgeway Post Acute in Petaluma, CA.About the JobThis is a 12-week travel opportunity with a weekly pay of $2457.0. The shift details include day shifts with 8 hours of work and 40 scheduled...


  • Petaluma, California, United States Lucky Supermarkets Full time

    Responsibilities and ExpectationsAs a Service Specialist (Grocery Bagger), your primary responsibilities will include:Providing exceptional customer service by greeting and engaging with each customer, offering assistance, and ensuring that our customers are taken care of.Performing store sweeps to maintain a safe and clean environment for customers and...


  • Petaluma, California, United States Catalight Full time

    About the RoleWe are seeking a highly skilled Senior Autism Program Coordinator to join our team at Catalight. As a key member of our clinical team, you will be responsible for providing direct support to clients and families, developing and implementing treatment plans, and collaborating with colleagues to ensure seamless service delivery.Key...

  • Mobility Specialist

    5 days ago


    Petaluma, California, United States Go Healthcare Full time

    About the RoleWe are seeking a skilled Mobility Specialist to join our team at Go Healthcare in Petaluma, California. This is a travel job opportunity that offers a unique chance to work with a dynamic and patient-focused organization.Job Overview:The successful candidate will be responsible for providing high-quality physical therapy services to patients in...


  • Petaluma, California, United States Summit Medical Staffing Allied Full time

    Summit Medical Staffing Allied is currently hiring a Diagnostic Imaging Specialist for a 13-week travel assignment in the San Francisco Bay Area.About the AssignmentSpecialty: Mammography TechnologistEmployment Type: TravelDuration: 13 weeksShift: 10 hours, daysHours per week: 40 hoursJob SummaryWe are seeking a skilled Diagnostic Imaging Specialist to join...


  • Petaluma, California, United States Aequor Allied Full time

    Job Title: Diagnostic Imaging SpecialistCompany OverviewAequor Allied is a leading provider of healthcare staffing solutions, dedicated to delivering exceptional support services to medical facilities across the nation.About the JobThis travel position offers an exciting opportunity for a skilled Diagnostic Imaging Specialist to join our team in Petaluma,...


  • Petaluma, California, United States GetMed Staffing, Inc. Full time

    GetMed Staffing, Inc. is seeking a skilled Travel Therapist Specialist for a travel job in California.Job OverviewSpecialty: Physical TherapyDiscipline: HealthcareThis travel therapist specialist position offers a unique opportunity to gain diverse experiences and skills, both personally and professionally. The successful candidate will have the chance to...


  • Petaluma, California, United States GetMed Staffing, Inc. Full time

    GetMed Staffing, Inc. is a leading healthcare recruiting service specializing in travel assignments for physical therapists.Job Title: Traveling Physical Therapist SpecialistLocation: Petaluma, CaliforniaDuration: 13 weeks, 40 hours per weekThe ideal candidate will have a minimum of 1-2 years of experience as a physical therapist and be able to work...