Austin Financial Services Representative

3 weeks ago


Austin, Texas, United States Bank of America Full time
About This Role:
Austin, Texas - Job Title: Client Relationship Specialist
Salary Range: $40,000 - $60,000 per year.

We are seeking a skilled Client Relationship Specialist to join our team in Austin, Texas. In this role, you will be responsible for building strong relationships with clients, providing excellent customer service, and driving business growth.

You will have the opportunity to work closely with clients to understand their financial needs and provide personalized solutions to meet those needs. You will also be responsible for managing cash responsibilities, executing the bank's risk culture, and striving for operational excellence.

To be successful in this role, you must have excellent communication and interpersonal skills, be able to build strong relationships with clients, and have a strong work ethic and intense focus on results.

Responsibilities include:

  • BUILDing relationships with clients to meet their financial needs.
  • FOLLOWing established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • GROWing business knowledge and network by partnering with experts in small business, lending, and investments.
  • MANAGING financial center traffic, appointments, and outbound calls effectively.
  • DRIVING the client experience.
  • MANAGING cash responsibilities.

Required Qualifications:

  • Collaborates effectively to get things done, building and nurturing strong relationships.
  • Displays passion, commitment, and drive to deliver an experience that improves clients' financial lives.
  • Is confident in identifying solutions for new and existing clients based on their needs.
  • Communicates effectively and confidently, and is comfortable engaging all clients.
  • Has the ability to learn and adapt to new information and technology platforms.
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies.
  • Applies strong critical thinking and problem-solving skills to meet clients' needs.
  • Efficiently manages time and capacity.
  • Focuses on results, while acting in the best interest of the client.
  • Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

  • Bilingual Spanish HIGHLY DESIRED
  • Experience in financial services and knowledge of financial services industry, products, and solutions.
  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
  • Six months of cash handling experience.
  • Bachelor's degree or business-relevant associate degree such as business management, business administration, or finance.


  • Austin, Texas, United States Austin Manage LLC Full time

    A Career in Real Estate - What's Involved?Becoming a successful Inside Sales Agent requires a unique blend of skills and qualities. At Austin Manage LLC, we're looking for individuals who share our passion for real estate and are eager to grow in their careers. As an Inside Sales Agent, you'll be responsible for qualifying, educating, and representing...


  • Austin, Texas, United States KRISHNA AUSTIN LLC Full time

    Job OverviewWe are seeking a skilled Customer Service Representative to join our team at KRISHNA AUSTIN LLC.Earning an estimated $35,000 - $40,000 per year, this role offers a competitive salary for the right candidate.


  • Austin, Texas, United States Austin Surgeons PLLC Full time

    Job OverviewAustin Surgeons PLLC is seeking a dedicated and detail-oriented PSR/Scheduler to join our team in Austin, TX.Responsibilities:Schedule appointments and manage patient demographic and financial information using a database system.Collaborate with the business office to verify patient insurance and communicate payment responsibilities to...


  • Austin, Texas, United States Austin Habitat for Humanity Full time

    Austin Habitat for Humanity ReStore is a leading discount home improvement store and donation center, serving the Austin and San Marcos area. Our mission is to increase community access to affordable building materials, diverting valuable items from landfills, and supporting AHFH housing programs.We are seeking a skilled Customer Service Representative to...


  • Austin, Texas, United States KRISHNA AUSTIN LLC Full time

    Job Title: Customer Service RepresentativeAt KRISHNA AUSTIN LLC, we are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a key member of our front desk team, you will be responsible for providing exceptional service to our guests, ensuring their stay is memorable and enjoyable.In this role, you will...


  • Austin, Texas, United States Austin, TX Full time

    About the CompanyKeystone Restorations & Builders, Inc. is a leading provider of construction services in Austin, TX, seeking a skilled Customer Service Representative to join our team.Key Responsibilities:Greet customers entering and leaving the business, providing a warm and welcoming experience.Maintain a clean and organized work area, adhering to high...


  • Austin, Texas, United States ARRIVE Hotel Austin Full time

    Hotel Guest Service AgentWe are seeking a skilled and welcoming Hotel Guest Service Agent to join our team at ARRIVE Hotel Austin in the heart of East Austin. As a key member of our front desk team, you will be responsible for delivering exceptional guest experiences through personalized service, seamless check-in and check-out processes, and prompt...


  • Austin, Texas, United States Austin Grind Full time

    About UsAustin Grind is a premier specialty coffee house in the heart of the city. We are dedicated to serving high-quality gourmet coffee, expertly crafted espresso beverages, and delicious baked goods in a warm and inviting atmosphere. As a barista at Austin Grind, you will be part of a dynamic team that is passionate about delivering exceptional customer...


  • Austin, Texas, United States Austin Surgeons PLLC Full time

    About the Role:We are seeking a highly organized and detail-oriented PSR/Scheduler to join our team at Austin Surgeons PLLC. In this role, the team member will be responsible for scheduling appointments, entering patient demographic and financial information into a database, and collaborating with the business office to verify patient insurance. They will...


  • Austin, Texas, United States BCForward Full time

    Job SummaryWe are seeking a highly motivated Customer Service Representative to join our team in Austin, TX. This is a 13-month contract opportunity with the possibility of extension.About the RoleThis position provides unbiased assistance to Medicaid Providers with questions regarding eligibility, medical claims status, and other program-related queries....


  • Austin, Texas, United States Austin Telco FCU Full time

    Are you passionate about helping others achieve financial stability? We are seeking a skilled Collector to join our team at Austin Telco Federal Credit Union. This role is ideal for individuals who enjoy working with people, have strong communication skills, and are proficient in problem-solving.About the RoleThis Collector position involves maintaining...


  • Austin, Texas, United States Austin Grind Full time

    Austin Grind, a premier specialty coffee house, seeks a skilled Barista to join our team.About the RoleAs a Barista at Austin Grind, you will be responsible for crafting high-quality beverages, managing store inventory, and ensuring a positive customer experience. We're looking for someone with excellent communication skills, attention to detail, and a...

  • Aba Austin Chef

    1 week ago


    Austin, Texas, United States Aba - Austin Full time

    Aba - Austin, a Mediterranean restaurant, is seeking an experienced Line Cook to join our team. As a Line Cook at Aba, you will be responsible for preparing and presenting high-quality dishes to our guests.Key ResponsibilitiesPrepare menu items according to prescribed recipes and special requestsEnsure accurate portioning controls and par levelsMaintain food...


  • Austin, Texas, United States Austin Manage LLC Full time

    About UsAustin Manage LLC is a dynamic and growing real estate firm dedicated to helping buyers, sellers, and tenants navigate the Texas real estate market.We believe in building long-lasting relationships with our clients while providing them with exceptional service and tools to succeed in real estate.What We OfferWe offer a competitive compensation...


  • Austin, Texas, United States Austin Telco Federal Credit Union Full time

    Job Summary:Austin Telco Federal Credit Union is seeking a highly skilled and dedicated Financial Services Specialist to join our team. As a Financial Services Specialist, you will play a critical role in helping members achieve their financial goals while maintaining excellent relationships with the community we serve.About Us:Austin Telco Federal Credit...


  • Austin, Texas, United States BCForward Full time

    About BCforward">BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.">We are seeking a highly...


  • Austin, Texas, United States aloft South Austin Full time

    Front Desk RepresentativeEstimated Annual Salary: $32,640 - $40,736We are seeking a highly skilled Front Desk Representative to join our team at Aloft South Austin.The ideal candidate will possess excellent communication and problem-solving skills, be detail-oriented, and have a strong ability to multitask.Register guests, handle room assignments, and ensure...


  • Austin, Texas, United States Quality Roofing Austin Full time

    Job OverviewQuality Roofing Austin is seeking a highly organized and skilled Construction Supervisor to lead our construction team in the Austin area. As a key member of our team, you will be responsible for ensuring projects are completed on time, within budget, and to the highest quality standards.Key Responsibilities:Manage daily construction activities,...


  • Austin, Texas, United States Austin Manage LLC Full time

    Role DescriptionWe are seeking a skilled Inside Sales Agent to join our team in Austin, TX. As an Inside Sales Agent, you will work closely with clients to understand their needs and provide tailored solutions to meet those needs. You will build and maintain relationships with clients and consistently follow up on leads and assignments provided by the...


  • Austin, Texas, United States Austin Habitat for Humanity Full time

    Job TitleAustin Habitat for Humanity ReStore is seeking a dedicated and customer-focused individual to join our team as a Customer Service Representative.The successful candidate will be responsible for providing exceptional customer service, maintaining a clean and organized sales floor, and working effectively with colleagues to achieve store goals.We...