Client Service Representative

Job Description

Client Service Representative | Bank of America

The Tone:
This is a full-time, in-person role at Bank of America, located at a financial center in Buffalo, NY. At Bank of America, we are driven by a clear mission to enhance financial lives through the strength of every connection. This is achieved by pursuing Responsible Growth and consistently delivering value to our clients, teammates, communities, and shareholders every day. In this role, you will be crucial in assisting clients, guiding them through self-service banking options, processing transactions efficiently, and building deep relationships to understand their financial needs and connect them with suitable solutions.

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

• Mission: Engage clients to educate them on self-service banking, process transactions, and identify solutions that meet their financial goals.
• Tech Stack: Mobile banking, Online banking, ATM

What You’ll Actually Do
• Client Education: Educate clients in the lobby on how to effectively use self-service resources such as mobile banking, online banking, and ATMs to conduct their transactions.
• Transaction Processing: Accurately and efficiently process cash transactions for clients, ensuring correct handling and record-keeping when needed.
• Needs-Based Solutions: Engage clients in meaningful conversations to gain in-depth knowledge of their financial and life priorities, then connect them with appropriate solutions to meet their financial goals.
• Risk & Compliance: Uphold the bank’s risk culture, striving for operational excellence and strictly adhering to all applicable laws and regulations and established guidelines in daily activities.
• Center Management: Effectively manage financial center traffic, coordinate appointments, and conduct outbound calls to ensure a smooth and client-focused experience.

The Must-Haves
• Background: Minimum Education: High School Diploma / GED / Secondary School or equivalent. This role requires an enthusiastic and highly motivated self-starter with a strong work ethic, intense focus on results, and a commitment to acting in the best interest of the client. The ideal candidate will be capable of learning and adapting to new information and technology platforms within a client-facing financial service environment.
• Experience: Demonstrated ability to confidently educate clients on how to conduct simple banking transactions through various self-service technologies (e.g., ATM, online banking, mobile banking). Requires strong critical thinking and problem-solving skills to identify and meet client needs, alongside the capacity to efficiently manage time and capacity.
• Skills: Customer and Client Focus, Oral Communications, Problem Solving, Relationship Building, Client Solutions Advisory.
• Bonus: Previous experience in financial services, including knowledge of the financial services industry, its products, and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. A Bachelor’s Degree or a business-relevant Associate’s Degree such as business management, business administration, or finance.