Financial Center Client Service Representative I s FC CSR I are responsible for providing a positive customer experience that leads to improved satisfaction and sales. FC CSR I s process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customers' needs and encouraging customers to expand their relationship with Bank of America. This position was previously known as the Teller position within the Financial Center. Duties may include, but are not limited to the following;
a) Create a connection and develop rapport with customers to provide outstanding, personalized service, b) Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them, c) Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs, d) Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them, e) Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers, f) Accurately and efficiently process transactions such as customer deposits and cashing checks, g) Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate, h) Inform and educate customers on how to conduct simple transactions through self-service technologies, i) Follow established policies, procedures and guidelines to protect both our customers and Bank of America, j) May be required to work Saturdays and/or extended hours.
Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment
A minimum of six months experience with cross-selling, up-selling and/or referring products
Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
Ability to sell customers on meeting with a sales associate to learn about products/services
Ability to respond and assist customers with inquiries and/or problem resolution
Ability to work effectively as a team member
Strong communication skills (including verbal and non-verbal) and active listening skills
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
Supporting the military has been a focus of Bank of America for more than 90 years. This includes our partnerships with military organizations, efforts to hire and develop military service members and veterans, and our products and services for military customers. Military men and women make sacrifices every day to serve our country and we want to do everything we can to connect them to the resources they need to make their lives better.
Bank of America actively works to attract, develop and retain veterans, reservists and military spouses because of the unique skills and experiences they bring to our organization. Their personal values align with our company's values around trusting the team, acting responsibly and realizing the power of our people.
We support military employees through our Military Support & Assistance Group (MSAG), an employee network that creates opportunities for advancement and leadership development through networking, mentoring and information forums.
Additionally, Bank of America supports the U.S. military through the Military Affairs Advisory Group (MAAG), an internal team that focuses on reintegrating service members into the civilian workforce through education, employment, wellness and housing.
Bank of America's military recruiting efforts are regularly recognized on a national level as a top "Military Friendly" employer by GI Jobs, Military Edge and Employer Support for Guard and Reserve.
Join the thousands of veterans who now call Bank of America their Employer of Choice.