Client-Focused Financial Services Rep I

Bank of America; East Providence (RI); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in Rhode Island is seeking a customer service professional to answer questions about products, accounts, and financial services. You will educate clients on value-added opportunities and refer them to specialists across the bank, ensuring timely service while following procedures.

The role emphasizes delivering exceptional service, triaging requests, and applying financial knowledge to offer appropriate solutions, while building strong client relationships and upholding corporate

Qualifications

• Bachelor’s degree or 1 year of experience in a performance-based environment.
• Minimum education: High School Diploma or equivalent.
• Strong computer skills, including Microsoft Office.

Responsibilities

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
• Triages client requests and makes referrals to appropriate internal specialists
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer and Client Focus

Oral Communications

Account Management

Client Experience Branding

Decision Making

Emotional Intelligence

Result Orientation

Adaptability

Coaching

Prioritization

Referral Identification

Written Communications

Education

Bachelor's degree

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office

Job description

Bank of America in Rhode Island is seeking a customer service professional to answer questions about products, accounts, and financial services. You will educate clients on value-added opportunities and refer them to specialists across the bank, ensuring timely service while following procedures.

The role emphasizes delivering exceptional service, triaging requests, and applying financial knowledge to offer appropriate solutions, while building strong client relationships and upholding corporate