Bank Of America Financial Center Client Service Representative 

United States, California, Gardena 

687433439

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