Financial Center Client Service Representative

3 weeks ago


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

We are seeking a highly motivated and customer-focused Financial Center Client Service 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 support to our clients, ensuring their financial needs are met and exceeded.

Key Responsibilities:
  • Process transactions accurately and efficiently in a fast-paced environment
  • Introduce products and services that meet client needs and exceed their expectations
  • Ensure clients are quickly connected to the appropriate teammate to meet their needs
  • Educate clients on conducting simple transactions through self-service technologies
Requirements:
  • High school diploma or equivalent required
  • 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
  • Excellent communication and interpersonal skills
  • Ability to work in a team environment and build strong relationships with colleagues and clients
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
What We Offer:

As a Financial Center Client Service Representative at Bank of America, you will have the opportunity to work in a dynamic and supportive environment, with a competitive salary and benefits package. You will also have access to ongoing training and development opportunities to help you grow and succeed in your career.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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