Financial Center Client Service Representative

Job Description

About the Job

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!

Please Note: This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Job Description

This role is responsible for actively engaging clients within the financial center lobby. A primary focus is on educating and assisting clients with conducting transactions efficiently through self-service resources such as mobile banking, online banking, or ATM. Additionally, the role involves accurately and efficiently processing cash transactions for clients as needed.

A key expectation for this position is to have deep, meaningful conversations with clients to gain in-depth knowledge of their financial and life priorities. This understanding will enable you to connect clients to appropriate solutions that meet their financial goals and contribute to their overall financial wellness.

Responsibilities

• Executes the bank’s risk culture and strives for operational excellence.
• Builds strong relationships with clients to understand and meet their financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively to ensure a smooth client experience.
• Drives an exceptional client experience by providing proactive support and solutions.
• Manages cash responsibilities accurately and securely.

Required Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, always acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships with teammates and clients.
• Displays passion, commitment, and drive to deliver an experience that genuinely improves our clients’ financial lives.
• Is confident in identifying solutions for both new and existing clients based on their specific needs and goals.
• Communicates effectively and confidently, and is comfortable engaging all clients across various demographics.
• Has the ability to quickly learn and adapt to new information, technologies, and platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to effectively meet clients’ needs.
• 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.
• Efficiently manages time and capacity to maximize productivity and client engagement.
• Focuses on delivering results while always acting in the best interest of the client.
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.

Desired Qualifications

• Experience in financial services and knowledge of financial services 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.
• Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration, or finance.

Skills

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40