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Client Service Representative

2 months ago

Santa Fe, New Mexico, United States Bank of America Full time
Job Description:

At Bank of America, we are committed to delivering exceptional client experiences that drive growth and success. As a Client Service Representative, you will play a critical role in achieving this goal by providing personalized support to our clients and helping them achieve their financial goals.

Key Responsibilities:
  • Process transactions accurately and efficiently in a fast-paced environment
  • Introduce products and services that meet client needs and drive business growth
  • Ensure clients are quickly connected to the right teammate to meet their needs
  • 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 and effective communicator with strong relationship-building skills
  • Passionate about delivering exceptional client experiences and driving business growth
  • Ability to learn and adapt to new information and technology platforms
  • 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
Work Environment:

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.

We are a diverse and inclusive workplace that values and respects the contributions of all teammates. We offer a competitive benefits package, including health insurance, retirement savings, and paid time off.