Financial Center Client Service Representative
4 weeks ago
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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