Financial Center Client Service Representative

4 weeks ago


Los Angeles, California, United States Bank of America Full time
Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals. As a Financial Center Client Service Representative, you will play a critical role in delivering exceptional client experiences and driving business growth.

Key Responsibilities:

  • Process transactions accurately and efficiently in a fast-paced environment.
  • Introduce products and services that meet client needs and exceed their expectations.
  • Ensure clients are quickly connected to the right teammate to meet their needs and execute against the Life Priorities Strategy.
  • Educate clients on conducting simple transactions through self-service technologies.

Requirements:

  • Enthusiastic and highly motivated self-starter with a strong work ethic and intense focus on results.
  • Collaborative team player with excellent communication and interpersonal skills.
  • Ability to learn and adapt to new information and technology platforms.
  • Comfortable asking clients about their financial goals and introducing services and products that meet their needs.
  • Minimum six months of client service experience in financial services, retail sales, or another results-driven environment.

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.

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

Minimum Education Requirement:

  • High School Diploma / GED / Secondary School or equivalent


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