Senior Financial Services Representative

1 month ago

Glendale, Arizona, United States Bank of America Full time

Job Summary:

We are seeking a highly motivated and results-driven Senior Financial Services Representative to join our team at Bank of America. As a key member of our financial center team, you will be responsible for providing exceptional client service and building strong relationships with our clients.

Key Responsibilities:

  • Partner with teams to provide financial center clients with consumer and small business solutions, services, and strategies.
  • Assist, educate, and train clients on conducting simple transactions through self-service technologies.
  • Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
  • Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
  • Manage client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

Requirements:

  • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Collaborates effectively to get things done, building and nurturing strong relationships.
  • Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
  • Is confident in identifying solutions for helping new and existing clients based on their needs.
  • Has strong written and verbal communications skills.
  • Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
  • Has the ability to learn and adapt to new information, technology platforms, handle ambiguity, and adapt to changing circumstances.
  • Applies strong critical thinking and problem-solving skills to meet clients' needs.
  • Demonstrates effective time management skills and the ability to organize, prioritize, and perform multiple tasks simultaneously.
  • Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
  • Can be flexible to work weekends and/or extended hours as needed.

Preferred Qualifications:

  • An Associate's Degree or Bachelor's Degree in business, finance, or a related field.
  • Experience working in a financial center where goals were met or exceeded.
  • Retail and/or sales experience in a salary plus incentive environment.
  • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
  • Experience with financial information, spreadsheets, and financial skills.
  • Knowledge of banking products and services.
  • Strong computer skills, including Microsoft applications, and previous experience utilizing laptop technology.

Skills:

  • Active Listening
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

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