Client Services Representative

Job Description

Client Services Representative | Bank of America

The Tone:
This is a full-time, in-office role at Bank of America, with the specific financial center location determined by business needs across the market. Bank of America is committed to helping make financial lives better by driving Responsible Growth and delivering for clients, teammates, and communities. This role is crucial for engaging clients, educating them on self-service banking options, processing transactions, and deeply understanding their financial needs to connect them with appropriate solutions. Join a culture that values inclusion, development, and making an impact.

The TL;DR
• Role: Full Time
• Type: 1st shift (United States of America)
• Location: In-person, specific financial center location based on business needs

• Mission: This person engages clients to educate on self-service banking, processes transactions, and identifies financial solutions to meet client goals.

What You’ll Actually Do
• Client Engagement: Engage clients in the lobby to educate and assist with conducting transactions through self-service resources like mobile banking, online banking, or ATM.
• Transaction Processing: Accurately and efficiently process cash transactions for clients as needed, managing cash responsibilities effectively.
• Financial Needs Analysis: Conduct deep conversations with clients to gain in-depth knowledge of their financial and life priorities.
• Solution Connection: Connect clients to solutions that meet their financial goals and grow business knowledge by partnering with experts in small business, lending, and investments.
• Operational Excellence: Execute the bank’s risk culture, following established processes and guidelines, adhering to all applicable laws and regulations to ensure client and bank integrity.

The Must-Haves
• Background: Early career professional with a strong work ethic and intense focus on results, committed to improving clients’ financial lives.
• Experience: Confident in educating clients on how to conduct simple banking transactions through self-service technologies and able to learn and adapt to new information and technology platforms.
• Skills: Customer and Client Focus, Relationship Building, Oral Communications, Problem Solving, Adaptability.
• Bonus: Experience in financial services with knowledge of industry 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; or a Bachelor’s degree or business-relevant associate degree such as business management, business administration, or finance.