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Client Engagement Specialist

2 months ago

Valencia, California, United States Bank of America Full time

Client Engagement Specialist

Location: Valencia, California

Position Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which is integral to our operations and how we serve our clients, colleagues, communities, and shareholders.

Our commitment to fostering a diverse and inclusive workplace is paramount. We seek individuals from various backgrounds and experiences, investing significantly in our team members and their families by providing competitive benefits that support their overall well-being.

Bank of America values collaboration and flexibility for our employees. We adopt a multi-faceted approach to flexibility tailored to the diverse roles within our organization.

Joining Bank of America means embarking on a rewarding career filled with opportunities for learning, growth, and making a positive impact.

Key Responsibilities:

  • Deliver a superior client experience that enhances satisfaction.
  • Accurately and efficiently process transactions in a dynamic environment.
  • Introduce products and services that align with client needs.
  • Ensure clients are swiftly connected to the right team members to fulfill their needs.
  • Educate clients on utilizing self-service technologies for simple transactions.

Essential Qualifications:

  • Enthusiastic self-starter with a strong work ethic and a focus on client interests.
  • Effective collaborator with the ability to build and maintain strong relationships.
  • Passionate about delivering experiences that enhance clients' financial lives.
  • Confident communicator, comfortable engaging with all clients.
  • Adept at learning and adapting to new information and technology.
  • Follows established processes and guidelines to uphold client and bank interests.
  • Comfortable discussing clients' financial goals and suggesting appropriate services.
  • Minimum of six months of client service experience in financial services or a results-driven environment.

Preferred Qualifications:

  • Experience in financial services with knowledge of industry products and solutions.
  • Six months of cash handling experience.
  • Experience in environments with individual and team performance goals.

Skills:

  • Active Listening
  • Adaptability
  • Attention to Detail
  • Collaboration
  • Client Focus
  • Relationship Building
  • Critical Thinking
  • Emotional Intelligence

Shift: 1st shift (United States of America)

Hours Per Week: 20

Bank of America is an equal opportunity employer, committed to hiring qualified candidates without regard to race, religion, gender, sexual orientation, or any other protected status. We promote a workplace free from discrimination and uphold the principles of equal employment opportunity.