Financial Center Client Solutions Representative

Job Description

Financial Center Client Solutions Representative | Bank of America

The Tone:
This is a full-time role at Bank of America, located in an in-office setting. Bank of America is guided by a purpose to help make financial lives better through Responsible Growth and delivering for its clients, teammates, communities, and shareholders. This role is crucial for directly engaging clients within the financial center, educating them on self-service banking, and providing solutions that meet their financial and life priorities.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person

• Mission: To enhance client financial well-being by providing education, support, and tailored solutions within the financial center.
• Tech Stack: Mobile banking, Online banking, ATMs

What You’ll Actually Do
• Client Engagement: Engage clients in the financial center lobby to educate and assist them with self-service banking resources.
• Transaction Processing: Accurately and efficiently process cash transactions when necessary.
• Needs Assessment: Conduct deep conversations with clients to understand their financial and life priorities.
• Solution Delivery: Connect clients with appropriate solutions to meet their financial goals, collaborating with experts in areas like small business, lending, and investments.
• Operational Management: Effectively manage financial center traffic, appointments, and outbound calls, ensuring adherence to established processes and guidelines.

The Must-Haves
• Background: High School Diploma / GED / Secondary School or equivalent, with a strong work ethic and focus on achieving results while prioritizing the client’s best interest.
• Experience: Ability to learn and adapt quickly to new information and technology platforms, coupled with the confidence to educate clients on self-service banking. Must be able to work weekends and/or extended hours and travel to financial center locations.
• Skills: Customer and Client Focus, Problem Solving, Relationship Building, Client Solutions Advisory, Oral Communications.
• Bonus: One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals, six months of cash handling experience, experience in financial services with knowledge of industry products and solutions, or a Bachelor’s Degree or a business-relevant Associate’s Degree.