Home
/
Comprehensive
/
Financial Center Client Service Representative
Financial Center Client Service Representative-May 2024
Rohnert Park
May 2, 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 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 .

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
Assistant Nurse Manager, Critical Care FT Evenings
Job Summary: For one large unit or more than one smaller unit within a 24 hour department, supervises the implementation, delivery and evaluation/improvement of quality patient care/nursing operation
Restaurant General Manager
You are applying for work with a franchisee of Taco Bell, not Taco Bell Corp. or any of its affiliates. If hired, the franchisee will be your only employer. Franchisees are independent business owner
MAC Cosmetics - Flagship Business Manager - Selfridges - 37.5 Hours
MAC Cosmetics - Flagship Business Manager - Selfridges - 37.5 Hours Brand: MAC Description Store/Retail/Business Manager M·A·C is the world’s leading professional MAKEUP AUTHORITY because of our unri
Operador de Campo 1 WL
Overview Weatherford is a leading global energy services company. Our world-class experts partner with customers to optimize their resources and realize the full potential of their assets. Across our
Resident Program Director-Sahel (Chief of Party)
Description About Us The National Democratic Institute is a nonprofit, nonpartisan organization working to support and strengthen democratic institutions worldwide through citizen participation, open
Graduate Environmental Engineer / Geologist / Scientist
There's no pledge more important than the one we make to look after our environment, and we're committed to helping you do exactly that.Join us as we strive to ensure a sustainable future for our com
Warehouse Order Selector
Position Overview Our focus is simple but meaningful, from our distribution centers to our offices — every employee of C&S and their family of companies works to help feed local families, neighbo
Java Enterprise Account Manager
Job Description Are you an experienced software sales representative, with a passion for prospecting, and a laser focus on closing deals? If so, we would love to have you join our outstanding team of
SAS - Part Time Retail Reset Merchandiser
Are you a detail-orientated person who wants to work in retail? If yes, we have job for you handling product movement in grocery! We display it, we move it, we track it; making sure stores and their
Trach/ Vent Private Duty Nurse LPN
Trach/ Vent Private Duty Nurse LPN Job Ref: 193136 Location: Boston, MA 02101 Category: LPN/LVN Line of Business: PDS Pay Rate: $36.00 - $39.00 per hour ApplyRefer a FriendBack Find yourself here.Ave
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved