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Financial Center Client Service Representative

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Bank of America

3mo ago

Applications are closed

  • Job
    Full-time
    Entry Level
  • Banking & Finance
    Customer Relations
  • Pasadena

Requirements

  • Required Qualifications:
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Collaborates effectively to get things done, building and nurturing strong relationships.
  • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
  • Communicates effectively and confidently, and is comfortable engaging all clients.
  • Has the ability to learn and adapt to new information and technology platforms.
  • 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.
  • Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs.
  • Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment.
  • Has a minimum of six months of experience offering solutions and services based on the client’s needs.
  • In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program.
  • Can be flexible to work weekends and/or extended hours as needed.
  • Desired Qualifications:
  • Experience in financial services and knowledge of financial services industry, products and solutions.
  • Six months of cash handling experience.
  • Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
  • Skills:
  • Active Listening
  • Adaptability
  • Attention to Detail
  • Collaboration
  • Customer and Client Focus
  • Client Experience Branding
  • Client Solutions Advisory
  • Referral Identification
  • Relationship Building
  • Conflict Management
  • Account Management
  • Business Development
  • Business Acumen
  • Critical Thinking
  • Emotional Intelligence

Responsibilities

  • Executes the bank's risk culture and strives for operational excellence
  • Drives the client experience
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments

Bank of America

Helping to make financial lives better through the power of every connection.

1-10
Employees

Mission & Purpose

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.

Culture & Values

  • Deliver together

    We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe in connecting person-to-person, with empathy and understanding. We believe everything we do for our clients, teammates and the communities we serve is built on a solid business foundation that delivers for shareholders.

  • Act responsibly

    We believe that integrity and the disciplined management of risk form the foundation of our business. We are aware that our decisions and actions affect people’s lives every day. We believe in making decisions that are clear, fair and grounded in the principles of shared success, responsible citizenship and community building.

  • Realize the power of our people

    We strive to help all of our employees reach their full potential. We believe that diverse backgrounds and experiences make us stronger. We respect every individual and value our differences - in thought, style, sexual orientation, gender, gender identity and expression, race, ethnicity, culture, age, ability and experience.

  • Trust the team

    We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe that when we work together, we best meet the full needs of our clients, and deliver value to our shareholders.