Senior Financial Services Specialist
4 days ago
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 SummaryWe 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
- 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
- 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
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 UsBank 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.
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