Financial Center Client Service Representative

Financial Center Client Service Representative

Olathe, Kansas

* *

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. Were 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!

* *

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 introducing products and services that meet the client needs. 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:*

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

*Required Qualifications:*

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 clients 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.

*Desired Qualifications:*

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.

Bilingual language - Spanish preferred

*Skills:*

Active Listening

Adaptability

Attention to Detail

Collaboration

Customer and Client Focus

Client Experience Branding

Client Solutions Advisory

Referral Identification

Relationship Building

Conflict Management

Account Management

Business Development

Business Acumen

Critical Thinking

Emotional Intelligence

*Minimum Education Requirement:*

High School Diploma / GED / Secondary School or equivalent

*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 (/dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

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

View the LA County Fair Chance Ordinance (/dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.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 Americas Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.