דרושים Financial Center Client Service Representative ב-Bank Of America ב-United States, Gardena

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.

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, 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 the 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

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
• Conflict Management
• Referral Identification
• Relationship Building
• Account Management
• Business Acumen
• Business Development
• Critical Thinking
• Emotional Intelligence

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

This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications:

• Minimum of one year demonstrated sales experience in arelationship-orientedand client-centric environment
• In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
• 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
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills
• Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
• Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
• Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:

• Associate's Degree or Bachelor's Degree in business, finance or a related field
• Experience working in a financial center where goals were met or exceeded
• Retail and/or sales experience in a salary plus incentive environment
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
• Experience with financial information, spreadsheets and financial skills
• Knowledge of banking products and services
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

• Active Listening
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.