Financial Center Client Service Representative

Bank of America CorporationSanta Rosa, CA
52dOnsite

About The Position

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.

Requirements

  • 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
  • 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

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

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What This Job Offers

Job Type

Part-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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