Financial Representative jobs in United States, California, Oxnard

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

High School Diploma / GED / Secondary School or equivalent

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 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 investment
• Educate clients on conducting simple transactions through self-service technologies.Required Qualifications:
• 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
• 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.
• Comfortable asking clients about their financial goals and introducing services and products that will meet their needs; basic product information is needed, as well as the ability to engage and transition to a teammate with the expertise on requests for detailed product related information (such as pricing, terms and conditions)
• Minimum six months of client service experience in financial services, retail sales or another results-driven environment
• Minimum of six months experience offering solutions and services based on client’s needs
• In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program
• Flexible to work weekends and/or extended hours as needed • 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

. Spanish language preferred

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

High School Diploma / GED / Secondary School or equivalent

Job Description:
This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.Responsibilities:
• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellenceRequired Qualifications:
• 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team
• Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
• Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
• Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
• Proven record of balancing risk and making sound decisions while achieving business goals
• Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service
• Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
• Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Proficiency in computer skills and professional programs (for example, Microsoft Office)
• Ability to pass pre-employment assessments and compliance requirements
• Availability to work weekends and/or extended hours as required to run the business
• Must be able to travel to any financial center within the defined marketDesired Qualifications:
• 1+ years management experience including hiring, coaching, and developing direct reports
• Experience in the following industries: Consumer banking/financial services, mortgage, retail or hospitality
• Undergraduate degree
• Bilingual (fluent verbal and written)Skills:
• Customer Service Management
• Performance Management
• Coaching
• Customer and Client Focus
• Talent Development
• Risk Management
• Sales Performance Management
• Business Operations Management
• Recruiting
• Result Orientation
• Referral Management
• Leadership Development
• Inclusive Leadership
• Prioritization
• Problem Solving