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Financial Center Client Service Representative

1 month ago

North Hollywood, United States Bank of America Full time
Job Title: Financial Center Client Service Representative

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

We are seeking a highly motivated and enthusiastic Client Service Representative to join our team in North Hollywood, California. As a Client Service Representative, you will be responsible for providing a positive client experience that leads to improved client satisfaction.

Key responsibilities include:

  • Processing transactions accurately and efficiently in a challenging environment
  • Introducing products and services that meet the client needs
  • Ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and execute against the Life Priorities Strategy
  • Educating clients on conducting simple transactions through self-service technologies

Requirements:

  • High school diploma or equivalent
  • Minimum six months of client service experience in financial services, retail sales or another results-driven environment
  • Ability to learn and adapt to new information and technology platforms
  • Comfortable asking clients about their financial goals and introducing services and products that will meet their needs

Desired qualifications include experience in financial services and knowledge of financial services industry, products and solutions.

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.