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Financial Center Client Service Representative
Financial Center Client Service Representative-August 2024
Rohnert Park
Aug 1, 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
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About Financial Center Client Service Representative

  Financial Center Client Service Representative

  Rohnert Park, California

  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 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

  Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

  To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

  To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

  Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

  To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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