Financial Services Representative

6 days ago


Tracy, California, United States Bank of America Full time
About the Role

At Bank of America, we are dedicated to helping our clients achieve their financial goals through exceptional service and personalized solutions. As a Financial Services Representative - Client Relationship Specialist, you will play a vital role in delivering an outstanding client experience and driving business growth.

Key Responsibilities
  • Develop and maintain strong relationships with existing clients, understanding their unique needs and preferences.
  • Proactively identify opportunities to deepen client relationships and increase sales through platform services.
  • Provide exceptional client care, ensuring that every interaction meets or exceeds client expectations.
  • Collaborate with cross-functional teams to deliver comprehensive solutions and drive business results.
Requirements

To succeed in this role, you will need:

  • A minimum of one year of demonstrated sales experience in a relationship-oriented and client-centric environment.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with diverse stakeholders.
  • Strong problem-solving and critical thinking skills, with the ability to adapt to changing circumstances.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
Benefits

We offer a competitive salary range of $24.00 - $25.96 hourly pay, based on experience, education, and skill set. Our benefits package includes:

  • Predictable pay, with a base salary and no incentive eligibility.
  • Industry-leading benefits, access to paid time off, and resources to support your well-being.
  • Opportunities for career growth and professional development.


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