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Financial Center Client Service Representative - Santa Rosa

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Bank of America

3mo ago

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

AI generated summary

  • You must be client-focused, collaborative, results-driven, adaptable, and have strong communication skills. Prior client service experience and knowledge of financial services are desired. Willingness to work weekends and extended hours when needed is essential.
  • You will execute risk culture, focus on client experience, and grow business knowledge by partnering with experts in small business, lending, and investments.

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

FAQs

What are the key responsibilities of a Financial Center Client Service Representative in Santa Rosa?

The key responsibilities include providing a positive client experience, processing transactions accurately and efficiently, introducing products and services, connecting clients to the appropriate teammate, executing against the Life Priorities Strategy, and educating clients on self-service technologies.

What is the main goal of a Financial Center Client Service Representative in Santa Rosa?

The main goal is to improve client satisfaction by providing a positive client experience and meeting client needs through efficient transaction processing and introduction of relevant products and services.

How does a Financial Center Client Service Representative in Santa Rosa ensure clients are quickly connected to the appropriate teammate?

The representative ensures clients are quickly connected to the appropriate teammate by understanding client needs, executing against the Life Priorities Strategy, and effectively communicating with teammates to address client needs promptly.

What self-service technologies do Financial Center Client Service Representatives in Santa Rosa educate clients on?

Representatives educate clients on simple transaction processes through self-service technologies such as mobile banking apps, online banking platforms, and ATM functionalities.

How does a Financial Center Client Service Representative in Santa Rosa contribute to the overall success of the financial center?

The representative contributes to the overall success of the financial center by providing excellent client service, promoting products and services, efficiently processing transactions, and ensuring clients are connected to the appropriate resources within the team.

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.