Financial Services Associate I — Client Solutions

Bank of America

South Dakota

On-site

USD 34,000 - 37,000

Full time

14 days+
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Benefits offered by this job

Benefits eligible
Industry-leading benefits
Predictable pay
Base salary

Job summary

Bank of America is seeking a customer service professional to educate clients about financial products and services, resolve complex inquiries, and refer clients to specialists across the bank when deeper conversations are needed. You will deliver exceptional service, triage requests, and apply knowledge of banking solutions to help clients meet their financial goals in a timely, compliant manner.

This in‑office role offers stable hours, competitive pay, and opportunities to grow within a

Qualifications

  • Delivers solutions and experiences that improve clients' financial lives.
  • Applies learnings and adapts new information to identify appropriate client solutions.
  • Builds strong client relationships through effective communication and collaboration.

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
Written Communications

Education

High School Diploma or GED
Bachelor’s degree (preferred)

Job description

Bank of America is seeking a customer service professional to educate clients about financial products and services, resolve complex inquiries, and refer clients to specialists across the bank when deeper conversations are needed. You will deliver exceptional service, triage requests, and apply knowledge of banking solutions to help clients meet their financial goals in a timely, compliant manner.

This in‑office role offers stable hours, competitive pay, and opportunities to grow within a

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