Home
/
Customer Service
/
Client Service Representative
Client Service Representative-April 2024
Apr 7, 2025
ABOUT BANK OF AMERICA
Bank of America is a leading financial institution, serving consumers, small businesses, and large corporations with a full range of banking, investing, and other financial products and services.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Client Service Representative

  Job Description:

  At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

  One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

  Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

  Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

  Job Description:

  This role is responsible for providing a positive customer experience that leads to improved client satisfaction. The role processes transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customers needs. This role ensures customers are quickly connected to the appropriate teammate in order to meet their needs and execute against the Life Priorities Strategy. This role is also responsible for educating customers on how to conduct simple transactions through self-service technologies.

  A Client Service Representative (responsibilites):

  • 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

  You're a person who (required skills):

  • 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.

  You'll be more prepared if you have (desired skills):

  • 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

  *Spanish Language Preferred

  Skills Used in this Role:

  • Customer Service

  • Risk Management

  • Consumer Products and Solutions

  • Cash Management

  • Demonstrating Technology

  • Overcoming Objections

  • Active Listening

  • Learning Agility

  • Problem Solving

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  20

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Associate Patient Account Representative
Job Description Performs billing, collections, third party reimbursements, computer data entry and retrieval. Helps in posting charges to accounts. Job Responsibility Performs charge and payment entr
Customer Quotation Representative (Italian speaking)
Our team members are at the heart of everything we do. At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on t
Float Bank Sales & Service Representative (Float Teller)
Overview Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other cus
Bank Sales & Service Representative (Universal Banker/Teller)
Overview Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Sales and Service Representative is responsible for processing transactions and other cus
Cashier-Branchburg NJ
Job Description We?re looking for a ?Cashier? because ?Being Awesome? isn?t a job title we can use. The perfect recipe for a Cashier on our team? A bit of sugar and spice, and a pinch of everything n
Patient Service Worker - Methodist Dallas Med Ctr
Job Description The Hospitality Worker I is responsible for ensuring guest satisfaction by booking reservations, assisting with guest needs, and resolving or escalating any guest concerns or issues.
Large Enterprise Account Executive
Sprinklr is a leading enterprise software company for all customer-facing functions. With advanced AI, Sprinklr's unified customer experience management (Unified-CXM) platform helps companies deliver
Client Solutions Manager - Travel
Responsibilities TikTok is the leading destination for short-form mobile video. Our mission is to inspire creativity and bring joy. TikTok has global offices including Los Angeles, New York, London,
Technical Service
What you'll do: Technical Support Engineer is responsible for solving UPS/PD application issues. Primary tasks include analyzing failure, gathering information from internal experts about product cap
Partner Account Senior Manager - South Africa
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce We'
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved