Client Service Representative

4 days ago


Canyon Country, California, United States Bank of America Full time
Job Description

Role Summary

As a Client Service Representative at Bank of America, you will play a critical role in delivering exceptional client experiences that drive business growth and customer satisfaction. This position requires a strong focus on building relationships, providing personalized service, and driving sales growth through effective product and service introductions.

Key Responsibilities

  • Provide exceptional client service, ensuring timely and accurate processing of transactions and introductions of products and services that meet client needs.
  • Collaborate with colleagues to ensure seamless client experiences, leveraging expertise in small business, lending, and investments to drive business growth.
  • Develop and maintain strong relationships with clients, understanding their financial goals and introducing services and products that meet their needs.
  • Stay up-to-date on industry trends, products, and services, using this knowledge to drive sales growth and improve client satisfaction.

Requirements

  • 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.
  • Strong communication and interpersonal skills, with the ability to engage with clients in a professional and confident manner.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple responsibilities to meet business objectives.

Preferred Qualifications

  • Experience in financial services and knowledge of financial services industry, products, and solutions.
  • Spanish language proficiency.

What We Offer

As a Client Service Representative at Bank of America, you will have the opportunity to work in a dynamic and supportive environment, with access to industry-leading training and development programs. We offer a competitive salary, benefits package, and opportunities for career growth and advancement.



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