Financial Center Client Service Representative
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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 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
Minimum Education Requirement:
• 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
Shift:
1st shift (United States of America)
Hours Per Week:
20
Pay Transparency details
US - CA - Bakersfield - 3800 Ming Ave - MING PLAZA BC (CA0178)
Pay and benefits information
Pay range
$24.00 - $25.83 hourly pay, offers to be determined based on experience, education and skill set.
Predictable pay
This role is compensated with a base salary and is not incentive eligible.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Perks and Benefits
Health and Wellness
- FSA
- HSA
- On-Site Gym
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
Work Flexibility
Office Life and Perks
Vacation and Time Off
- Leave of Absence
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Sabbatical
Financial and Retirement
- Performance Bonus
- Company Equity
- 401(K) With Company Matching
Professional Development
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Tuition Reimbursement
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program