Client Service Representative
Job Description
Client Service Representative
Bank of America announced job openings for the position of Client Service Representative on Part Time basis located in Seattle, WA Please read the job details carefully before applying
As part of the Bank of America team, Client Service Representatives (CSRs) go beyond processing transactions, you’ll build relationships with clients to understand their financial goals, identify solutions that will benefit them and connect them to the appropriate teammate who can provide education and solutions to help them live their best financial lives. CSRs work in a financial center and report to the Financial Center Manager.
Benefits and Offers
Ongoing professional development to deepen your skills.
Access to our internal Career Path Tool to explore opportunities for career growth
A world-class suite of employee benefits
Duties and Responsibilities
Your main responsibilities in this role include the following:
Get training and one-on-one coaching from your manager who is invested in your success. You’ll enroll in our Academy for Consumer and Small Business to develop as a client service representative.
Learn core banking solutions and processes. Understand solutions we provide through Bank of America and how to accurately process transactions such as client deposits and cashing checks.
Grow your network to maximize effectiveness in meeting client needs. Cultivate relationships with teammates and specialists to assist clients with inquiries and/or problem resolution.
Provide education to clients. Inform and educate clients on how to conduct simple transactions through convenient banking options (i.e. online banking, mobile banking, ATM) that benefit them.
Adhere to policies and procedures through education of regulatory policies, associate and client safety procedures and service delivery guidelines.
Job Requirements
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Communicates effectively and confidently with all clients.
Works well with others and collaborates productively to get things done.
Can manage complexity, prioritize tasks and execute in a fast-paced environment.
Has the ability to learn and adapt to new information and technology platforms.
Is thorough and provides careful attention to detail.
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 client service experience in financial services, retail sales, or other results driven environment.
Has a minimum of six months 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.
Is proficient in basic computer skills.
A minimum of six months in a role that involved handling/managing cash
Vietnamese speaking preferred.
Desired Skills
Job Details
Company Name: Bank of America
Employment Type: Part-time
Job Location: Seattle, Washington, United States
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