Financial Center Client Service Representative

Bank of America; Los Angeles (CA); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Client Service Representative to enhance client experiences and satisfaction. In this role, you will assist clients with their banking needs, ensuring they are informed about digital solutions that can simplify their financial transactions. You will collaborate with a dedicated team to provide exceptional service while navigating a fast-paced environment. This position offers opportunities for growth and development within a supportive culture that values inclusion and continuous learning. If you are passionate about helping others and eager to make a positive impact, this role is an excellent fit for you.

Benefits

Paid Time Off

Tuition Reimbursement

401(k)

Child Care Reimbursement

Qualifications

• Minimum six months of client service experience in financial services or retail sales.
• Ability to learn and adapt to new technologies and platforms.

Responsibilities

• Assist and solve problems for clients in the financial center.
• Educate clients on banking solutions and self-service technologies.

Skills

Client Service

Communication

Problem Solving

Adaptability

Relationship Building

Education

High School Diploma or Equivalent

Job description

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 creating interest in solutions and services that meet the client needs. This is not a sales position; however, 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.

Responsibilities:

1. Executes the bank's risk culture and strives for operational excellence
2. Drives the client experience
3. Grows business knowledge and network by partnering with experts in small business, lending, and investment
4. Educate clients on conducting simple transactions through self-service technologies.

Required Qualifications:

1. Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
2. Collaborates effectively to get things done, building and nurturing strong relationships
3. Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
4. Communicates effectively and confidently, and is comfortable engaging all clients
5. Ability to learn and adapt to new information and technology platforms
6. 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.
7. Comfortable asking clients about their financial goals and introducing services and products that will meet their needs; basic product information is needed, as well as the ability to engage and transition to a teammate with the expertise on requests for detailed product related information (such as pricing, terms and conditions)
8. Minimum six months of client service experience in financial services, retail sales or another results-driven environment
9. Minimum of six months experience offering solutions and services based on client’s needs
10. In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program
11. Flexible to work weekends and/or extended hours as needed

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC.

At Bank of America, I get to make a difference every day.

Client Service Representative

Assist, solve, and direct clients who come into the financial center.

As a Client Service Representative, my job is to assist and solve problems for clients who come into the Financial Center and direct them to new banking solutions.

My team does everything we can to ensure all Bank of America clients receive excellent client care.

Part of helping my clients succeed is making sure they know about the technology they can be using in their daily lives.

Identify a client who can benefit from using a new digital banking solution.

Occasionally, the demands of my job can be overwhelming and sometimes I work weekends and/or extended hours when needed, but seeing my regular clients makes it all worth it.

Genuine, one-on-one coaching from my manager.

I get one-on-one coaching from my manager, who is genuinely invested in my success.

There is a lot of potential for growth in this role — whether you want to be promoted to a leadership position or moved to another department.

Trained by the award-winning Academy at Bank of America.

The Academy’s defined career paths and ongoing development opportunities are what have enabled me to thrive in my career.

I am grateful to work for a company that promotes inclusion and understanding.

Benefits:

1. Paid Time Off
2. Tuition Reimbursement
3. 401(k)
4. Child Care Reimbursement for Income-Eligible Employees

There are a ton of great benefits including paid time off, competitive pay and even tuition reimbursement.

This role is compensated with a base salary and is not incentive eligible.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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