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Financial Center Client Service Representative

Logo of Bank of America

Bank of America

19d ago

💼 Graduate Job


AI generated summary

  • You must be driven, adaptable, client-focused, and have financial service experience. Flexible schedule and strong relationship-building skills are a must. Ready to make a difference in clients' financial lives? Join us at Bank of America.
  • You will execute the bank's risk culture, drive client experience, and grow business knowledge by collaborating with experts in small business, lending, and investments.

Graduate Job

Banking & Finance, Customer RelationsPasadena


  • This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously introducing products and services that meet the client needs. Job expectations include ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies.


  • 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

Area of Responsibilities

Banking & Finance
Customer Relations


  • 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


Work type

Full time

Work mode