Financial Center Client Service Representative

2 weeks ago

Santa Rosa, California, United States Bank of America Full time

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us

Job Description:

This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously creating interest in solutions and services that meet the client needs. This is not a sales position; however, job expectations include ensuring clients are quickly connected to the appropriate teammate to execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies.

Responsibilities:

  • Executes the bank's risk culture and strives for operational excellence
  • Drives the client experience
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments
  • Educates clients on conducting simple transactions through self-service technologies

Skills:

  • Active Listening
  • Adaptability
  • Attention to Detail
  • Collaboration
  • Customer and Client Focus
  • Client Experience Branding
  • Client Solutions Advisory
  • Conflict Management
  • Referral Identification
  • Relationship Building
  • Account Management
  • Business Acumen
  • Business Development
  • Critical Thinking
  • Emotional Intelligence
  • Spanish Language Preferred

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

FDIC will always be included, add any other regulated background check components required for the specified job code posted.

Shift:

1st shift (United States of America)

Hours Per Week:

20

  • Financial Center Client Service Representative

    7 days ago

    Santa Rosa, California, United States Bank of America Full time $25 - $26

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...

  • Sr. Associate Financial Advisor

    1 week ago

    Santa Rosa, California, United States First Technology Federal Credit Union Full time

    DescriptionThe Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor.  This role will assist members and prospects with information, products and procedures to implement an investment program, as well as...

  • Bilingual Financial Sales Representative

    2 weeks ago

    Santa Clara, California, United States New York Life Insurance Company Full time

    Are you ready to take on a rewarding career where your work truly matters?New York Life is seeking a Bilingual Financial Professional to join our Santa Clara, CA team. We're looking for individuals fluent in English and proficient in additional languages such as Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese.What We OfferCompetitive Compensation —...

  • Client Services Representative I

    2 weeks ago

    Santa Ana, California, United States Clay Lacy Aviation Full time

    Position SummaryThe Client Services Representatives (CSRs) are a central part of the Front Office Team. As the first and last impression of Clay Lacy Aviation, this high-profile department carries a special responsibility. The CSR's demeanor should reflect the quality of Clay Lacy Aviation to our guests with a positive attitude. The ideal candidate will also...

  • Insurance Sales Representative

    2 weeks ago

    Santa Monica, California, United States Goldberg Financial & Insurance Services Full time

    Job OverviewStep into a role at Goldberg Financial & Insurance Services, where your passion for sales meets the opportunity to make a significant impact in your own income based on our pay scale. Allstate LSP's and State Farm Sales Representatives are especially welcome to apply. Nestled in the vibrant heart of Santa Monica, California, we pride ourselves on...

  • Bilingual Financial Sales Representative

    1 week ago

    Santa Clara, California, United States New York Life Insurance Company - Santa Clara General Office Full time

    Are you ready to take on a rewarding career where your work truly matters?New York Life is seeking a Bilingual Financial Professional to join our Santa Clara, CA team. We're looking for individuals fluent in English and proficient in additional languages such as Spanish, Korean, Hindi, Chinese, Tagalog, or Vietnamese.What We OfferCompetitive Compensation —...

  • Senior Bookkeeper

    2 weeks ago

    Santa Rosa, California, United States Amani Financial Full time

    Join Amani Financial — Help Build the Financial Systems That Create ClarityPosition:Senior Bookkeeping & Accountant(Part-Time)Compensation:Competitive: aligned with experience and impact.Location: Remote with preference for those living in Sonoma, CA or surrounding areasAbout UsAt Amani Financial, we help small business owners understand and trust their...

  • Financial Professional

    1 day ago

    Santa Rosa, California, United States NYL - North Bay Full time

    Thinking About Leaving the Wirehouse? Ready to expand to more holistic financial guidance?Build an Independent-Style Advisory Practice with Fortune-100 Strength Behind You. Experienced Financial Advisor – Northern CaliforniaIf you're a wirehouse advisor considering a change in 2026, you may be looking for more freedom, less bureaucracy, a broader planning...

  • Mid-Enterprise Account Executive, Financial Services

    2 weeks ago

    Santa Clara, California, United States SoundHound AI Full time

    Your Career, our Future—Together.Ready to join something big? At SoundHound AI, we bring voice, generative, and conversational AI together to transform how people interact with products and services. From voice-enabled vehicles to food ordering and customer support, our multilingual, omnichannel technology already impacts hundreds of millions worldwide.The...

  • Financial Center Manager- Santa Monica Area

    3 days ago

    Santa Monica, California, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...