Financial Center Client Solutions Representative

Job Description

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!

Job Description

This role focuses on client engagement within the financial center lobby, emphasizing education and assistance with self-service banking resources such as mobile banking, online banking, and ATMs. A key aspect of the role involves accurately and efficiently processing cash transactions when necessary. The successful candidate will engage in deep conversations with clients to understand their financial and life priorities, connecting them with appropriate solutions to meet their financial goals.

Responsibilities

• Executes the bank’s risk culture and strives for operational excellence.
• Builds and nurtures relationships with clients to understand and meet their financial needs.
• Follows established processes and guidelines in daily activities to ensure ethical practices for clients and the bank, adhering to all applicable laws and regulations.
• Expands business knowledge and professional network by collaborating with experts in areas such as small business, lending, and investments.
• Effectively manages financial center traffic, appointments, and outbound calls.
• Drives a superior client experience.
• Manages cash handling responsibilities with accuracy and efficiency.

Required Qualifications

• An enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on achieving results while prioritizing the client’s best interest.
• Ability to collaborate effectively to accomplish tasks and build strong relationships.
• Demonstrates passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confident in identifying and proposing solutions for new and existing clients based on their specific needs.
• Communicates effectively and confidently, comfortable engaging with all clients.
• Possesses the ability to learn and adapt quickly to new information and technology platforms.
• 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.
• Commitment to following established processes and guidelines in daily activities to ensure ethical practices for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on delivering 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

Shift: 1st shift (United States of America)

Hours Per Week: 40