Financial Center Client Services Representative

Job Description

Job Title: Financial Center Client Services Representative

About Bank of America

At Bank of America, our purpose is to help make financial lives better through the power of every connection. We achieve this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders daily.

Being a Great Place to Work is fundamental to our Responsible Growth strategy. This includes our dedication to fostering an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making a positive impact in the communities we serve.

Bank of America maintains an in-office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility for teammates and businesses based on role-specific considerations.

Join us at Bank of America to build a successful career with ample opportunities to learn, grow, and make a significant impact.

Job Description

This role is responsible for engaging clients within the financial center lobby to educate and assist them in conducting transactions using self-service resources, such as mobile banking, online banking, or ATMs. A key responsibility includes accurately and efficiently processing cash transactions for clients when necessary. This position involves engaging in deep conversations with clients to gain a comprehensive understanding of their financial and life priorities, and subsequently connecting them with solutions that align with their financial goals.

Responsibilities

• Execute the bank’s risk culture and strive for operational excellence.
• Build strong relationships with clients to understand and meet their financial needs.
• Follow established processes and guidelines in daily activities to ensure the best outcomes for clients and the bank, adhering to all applicable laws and regulations.
• Grow business knowledge and professional network by partnering with experts in small business, lending, and investments.
• Effectively manage financial center traffic, appointments, and outbound calls.
• Drive an exceptional client experience.
• Manage cash responsibilities accurately and securely.

Required Qualifications

• An enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, always acting in the best interest of the client.
• Ability to collaborate effectively to achieve goals, building and nurturing strong relationships.
• Demonstrates passion, commitment, and drive to deliver an experience that enhances clients’ financial lives.
• Confident in identifying appropriate solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, comfortable engaging with all clients.
• Aptitude to learn and adapt to new information and technology platforms quickly.
• Confident in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will adhere to established processes and guidelines in daily activities to do what is right for clients and the bank, complying with all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on achieving results while consistently 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 the 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 a 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

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Shift: 1st shift (United States of America)

Hours Per Week: 40