Client Service Representative

4 weeks ago


Brentwood, California, United States Bank of America Full time
Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals. As a Client Service Representative, you will play a critical role in delivering exceptional client experiences that drive growth and satisfaction.

Key Responsibilities:
  • Process transactions accurately and efficiently in a fast-paced environment
  • Introduce products and services that meet client needs and exceed expectations
  • 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 motivated self-starter with a strong work ethic and focus on results
  • Collaborative and effective communicator with strong relationship-building skills
  • Passionate about delivering exceptional client experiences and driving growth
  • Ability to learn and adapt to new information and technology platforms
  • Minimum six months of client service experience in financial services or a related field
Preferred Qualifications:
  • Experience in financial services and knowledge of industry products and solutions
  • Six months of cash handling experience
  • Experience working in an environment with individual and team goals
Skills:
  • Active listening and adaptability
  • Attention to detail and collaboration
  • Customer and client focus, client experience branding, and client solutions advisory
  • Referral identification, relationship building, and conflict management
  • Account management, business development, and business acumen
  • Critical thinking and emotional intelligence
Education:

High School Diploma or equivalent required

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.



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