![Bank of America](https://media.trabajo.org/img/noimg.jpg)
Financial Center Client Service Representative
4 weeks ago
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 introducing products and services that meet the client needs. Job expectations include ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and 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
Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs.
• Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment.
• Has a minimum of six months of experience offering solutions and services based on the client’s needs.
• In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program.
• Can be flexible to work weekends and/or extended hours as needed.
Desired 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.
Skills:
• Active Listening
• Adaptability
• Attention to Detail
• Collaboration
• Customer and Client Focus
• Client Experience Branding
• Client Solutions Advisory
• Referral Identification
• Relationship Building
• Conflict Management
• Account Management
• Business Development
• Business Acumen
• Critical Thinking
• Emotional Intelligence
Shift:
1st shift (United States of America)Hours Per Week:
20We have other current jobs related to this field that you can find below
-
Senior Patient Services Specialist
1 day ago
Clovis, United States Providence Service Full timeDescription Under the direction of the PAS manager, the Senior Patient Access Representative has a clear understanding and knowledge of all functions performed by Patient Access. They are responsible for but not limited to assisting patients during the registration process for scheduled and unscheduled visits. This individual has the knowledge...
-
customer service representative
4 weeks ago
Clovis, California, United States Aces Global Full timeOur company specializes in taking our clients' product inquiries and turning them into profitable accounts. This approach has increased our clients' brand popularity and created additional opportunities within our company. Internally, we focus on the growth and development of our Customer Service Representatives. Since the growth we have seen over the last...
-
Customer Service Representative
1 month ago
Clovis, United States Lendmark Financial Services, LLC Full timeThe role of Loan Consultant II (CA) is to provide exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be ba Customer Service Representative, Customer Service, Consultant, Customer Experience, Representative, Retail
-
Customer Service Representative
4 weeks ago
Clovis, United States U-Haul Full timeLocation: 120 N Prince St, Clovis, New Mexico 88101 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company's exceptional...
-
Insurance Customer Service Representative
2 weeks ago
Clovis, United States Propel Personnel Full timeJob DescriptionJob DescriptionInsurance Customer Service Representative - RemoteJob OverviewWe are seeking a dedicated Remote Customer Service Representative to join one of the nation’s leading Fortune 100 Insurance Companies. As the first point of contact for clients, you will play a crucial role in providing exceptional service and support to...
-
Clovis, United States Luis Miguel Bugarin Full timeJob DescriptionJob DescriptionLuis Miguel Bugarin in Clovis, California, is looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Licensed Insurance Customer Service Representative. In this role you will provide exceptional customer service to our clients, addressing all of their insurance-related questions,...
-
Clovis, United States Luis Miguel Bugarin Full timeLuis Miguel Bugarin in Clovis, California, is looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Licensed Insurance Customer Service Representative. In this role you will provide exceptional customer service to our clients, addressing all of their insurance-related questions, concerns, and requests. Your...
-
Financial Planner and Analyst
1 day ago
Clovis, United States Stardom Employment Consultants Full timeEXCITING FP&A OPPORTUNITY! We are seeking a highly analytical and strategic Financial Planner and Analyst to join our esteemed client. This role will play a key part in driving financial performance through detailed analysis, forecasting, and strategic planning. The ideal candidate will have strong financial acumen, excellent problem-solving skills, and...
-
Entry Level Business Development Representative
3 weeks ago
Clovis, United States Business Marketing Firm Full timeJob DescriptionJob DescriptionOur company is one of the most prominent consulting and sales firms in the Fresno area. Our proven results have made us one of the leaders in customer acquisition. Due to our increasing clientele, we have expanded our organization and our hope is to develop into multiple new markets and establish ourselves as consulting giants...
-
Entry Level Business Development Representative
3 weeks ago
Clovis, United States Business Marketing Firm Full timeJob DescriptionJob DescriptionOur company is one of the most prominent consulting and sales firms in the Fresno area. Our proven results have made us one of the leaders in customer acquisition. Due to our increasing clientele, we have expanded our organization and our hope is to develop into multiple new markets and establish ourselves as consulting giants...
-
Clovis, United States Business Marketing Firm Full timeJob DescriptionJob DescriptionOur company is one of the most prominent consulting and sales firms in the Fresno area. Our proven results have made us one of the leaders in customer acquisition. Due to our increasing clientele, we have expanded our organization and our hope is to develop into multiple new markets and establish ourselves as consulting giants...
-
Residential (Shelter) Team Member: Clovis
4 weeks ago
Clovis, United States Marjaree Mason Center Full timeType: Full-time, Tuesday - Saturday (2:00pm - 10:30pm) FLSA Status: Non-exempt Location: Clovis/Fresno (Hybrid Schedule) Pay Rate: $18.50 (entry level) - $23.13/hour (TOP) Reports To: Housing Services Manager SUMMARY: Provide direct services to residential clients/families who have been affected by trauma due to Domestic Violence, out of the residential safe...
-
Residential (Shelter) Team Member: Clovis
4 weeks ago
Clovis, United States Marjaree Mason Center Full timeType: Full-time, Tuesday - Saturday (2:00pm - 10:30pm) FLSA Status: Non-exempt Location: Clovis/Fresno (Hybrid Schedule) Pay Rate: $18.50 (entry level) - $23.13/hour (TOP) Reports To: Housing Services Manager SUMMARY: Provide direct services to residential clients/families who have been affected by trauma due to Domestic Violence, out of the residential safe...
-
Residential (Shelter) Team Member: Clovis
4 weeks ago
Clovis, United States Marjaree Mason Center Full timeJob DescriptionJob DescriptionDescription:Type: Full-time, Tuesday - Saturday (2:00pm - 10:30pm)FLSA Status: Non-exemptLocation: Clovis/Fresno (Hybrid Schedule)Pay Rate: $18.50 (entry level) - $23.13/hour (TOP)Reports To: Housing Services ManagerSUMMARY: Provide direct services to residential clients/families who have been affected by trauma due to Domestic...
-
Nursing Home Administrator
4 weeks ago
Clovis, United States Clovis Healthcare and Rehab Center - Clovis, NM Full timeGenesis is one of the nation's leading providers of post-acute healthcare services from short-term to long-term care and a wide variety of living options and professional clinical services. We are changing how care is delivered by bringing together people like you passionate - highly skilled and motivated to make a difference. Why Genesis? We improve the...
-
Insurance and Financial Services Position
4 weeks ago
Clovis, United States Philip Call - State Farm Agent Full timeJob DescriptionJob DescriptionBenefits:401(k) matchingBonus based on performanceCompetitive salaryDental insuranceFlexible scheduleOpportunity for advancementPaid time offTraining & developmentVision insuranceROLE DESCRIPTION:The Philip Call State Farm Agency is searching for a competitive Producer who can recognize opportunities and strategically turn leads...
-
Customer Outreach Representative
4 weeks ago
Clovis, United States Pioneer Executives Full timeWe are seeking a dedicated, enthusiastic, and results-oriented professional to join our fundraising team and drive community engagement and donor participation in local events. As we strive to achieve ambitious goals for the upcoming year, we are in need of a Customer Outreach Representative to support our mission. As a proud force in the Fresno area, we...
-
Customer Outreach Representative
4 weeks ago
Clovis, United States Pioneer Executives Full timeWe are seeking a dedicated, enthusiastic, and results-oriented professional to join our fundraising team and drive community engagement and donor participation in local events. As we strive to achieve ambitious goals for the upcoming year, we are in need of a Customer Outreach Representative to support our mission. As a proud force in the Fresno area, we...
-
Food Service Director
24 hours ago
Clovis, United States Summit Food Service LLC Full timeFood Service Director Job Reference Number: 20468 Employment Type: Full-Time, Onsite Segment: Corrections Brand: Summit State: New Mexico (US-NM) The Role at a glance: We are looking to add a motivated, effective food service director to our Corrections team in Clovis, NM. As a food service director, you will have the opportunity to lead a talented team...
-
Administrator, Surgery Center
2 weeks ago
Clovis, United States Community Health System - CA Full timeOverview: *All positions are located in Fresno/Clovis CA*We got our start 125 years ago as a boarding house and medical facility for people traveling in Central California. If people then could see us now... Today, Community Health System is the region's largest healthcare provider and includes three divisions: Community Medical Centers hospitals, Community...