16 days old

Client Services Representative

Sacramento, CA 94278
Client Services Representative



Sacramento, California



**Job Description:**



Financial Center Client Service Representative



At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. Were looking for the next generation of client service representatives (formally known as tellers) those with a passion for people and creating a positive client experience in every interaction.



As part of the Bank of America team, Client Service Representatives (CSRs) go beyond processing transactions, youll 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.



Well help you



+ **Get training and one-on-one coaching** from your manager who is invested in your success. Youll 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.



As a Client Service Representative, you can look forward to



+ 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



Youre a person who (required skills)



+ 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 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.

+ Is proficient in basic computer skills.



Youll be better prepared if you have (desired skills)



+ A minimum of six months in a role that involved handling/managing cash

+ Bilingual- Punjabi



Were a culture that



+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance his/her careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.



**Job Band:**



H8



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



**Referral Bonus Amount:**



0



**Job Description:**



Financial Center Client Service Representative



At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. Were looking for the next generation of client service representatives (formally known as tellers) those with a passion for people and creating a positive client experience in every interaction.



As part of the Bank of America team, Client Service Representatives (CSRs) go beyond processing transactions, youll 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.



Well help you



+ **Get training and one-on-one coaching** from your manager who is invested in your success. Youll 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.



As a Client Service Representative, you can look forward to



+ 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



Youre a person who (required skills)



+ 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 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.

+ Is proficient in basic computer skills.



Youll be better prepared if you have (desired skills)



+ A minimum of six months in a role that involved handling/managing cash

+ Bilingual- Punjabi



Were a culture that



+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance his/her careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Transcript







At Bank of America, I get to make a difference every day.



**On screen copy:**

Client Service Representative



**On screen copy:**

Assist, solve, and direct clients who come into the financial center



As a Client Service Representative, my job is to assist and solve problems for clients who come into the Financial Center and direct them to new banking solutions.



My team does everything we can to ensure all Bank of America clients receive excellent client care.



My job is pretty special. Not only do I handle multiple type of transactions, clients trust me to help guide them through financial decisions, balance risk and identify new solutions.



Part of helping my clients succeed is making sure they know about the technology they can be using in their daily lives.



**On screen copy:**

Identify a client who can benefit from using a new digital banking solution



Its my job to identify a client who could benefit from using a new digital solution and direct them to someone who can help.



Occasionally, the demands of my job can be overwhelming and sometimes I work weekends and/or extended hours when needed, but seeing my regular clients makes it all worth it.



**On screen copy:**

Genuine, one-on-one coaching from my manager



I get one-on-one coaching from my manager, who is genuinely invested in my success.



There is a lot of potential for growth in this role whether you want to be promoted to a leadership position or moved to another department.



**On screen copy:**

Trained by the award-winning Academy at Bank of America



The Academy at Bank of America

(Dedicated Support Icon)

(Dedicated Training Time Icon)

(Classroom Training Icon)



I was set up for success from day one with the onboarding and training I received through Bank of Americas award-winning Academy. There was dedicated support, dedicated training time and hands-on coaching.



The Academys defined career paths and ongoing development opportunities are what have enabled me to thrive in my career.



I am grateful to work for a company that promotes inclusion and understanding. Regardless of where we come from or who we are, everyone I work with feels like they belong here.



**On screen copy:**

Competitive Benefits



+ Paid Time off

+ Tuition Reimbursement

+ 401(k)

+ Health, Dental & Vision

+ Career Planning

+ Child Care Reimbursement for Income-Eligible Employees



There are a ton of great benefits including paid time off, competitive pay and even tuition reimbursement.



And at the end of the day, I never have to bring work home with me.



I know Bank of America is invested in helping me reach my full potential, so I can help my clients reach theirs.



We all have goals. Pursue yours at Bank of America.



**On screen copy:**

Learn more: bankofamerica.com/Careers



**Disclosures:**

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, 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.

Bank of America, N.A. Member FDIC. 2019 Bank of America Corporation.



Full time



JR-21053068



Band: H8



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Toni Anzalone



Referral Bonus:



0



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 Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2021-09-11 Expires: 2021-10-19

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


Sponsored by:
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Client Services Representative

Bank of America
Sacramento, CA 94278

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