Client Service Representative

Company: Disability Solutions
Location: Chandler
Posted on: February 1, 2025

Job Description:

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description: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 investmentsRequired Qualifications:
  • 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, confidently and is comfortable engaging all clients
  • 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
  • Comfortable asking clients about their financial goals and introducing services and products that will meet their needs
  • Minimum six months of client service experience in financial services, retail sales or another results-driven environment
  • 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
  • Flexible to work weekends and/or extended hours as neededDesired 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 exceededSkills:
      • Active Listening
      • Adaptability
      • Attention to Detail
      • Collaboration
      • Customer and Client Focus
      • Client Experience Branding
      • Client Solutions Advisory
      • Conflict Management
      • Referral Identification
      • Relationship Building
      • Account Management
      • Business Acumen
      • Business Development
      • Critical Thinking
      • Emotional IntelligenceShift:1st shift (United States of America)Hours Per Week: 20

Keywords: Disability Solutions, Casa Grande , Client Service Representative, Sales , Chandler, Arizona