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Client Service Representative

Ventura, CA | Part Time
9 Days Ago

Job Description

Job Description:

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. We’re 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, 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.

We’ll help you

  • 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.

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

You’re 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 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.

You’ll be better prepared if you have (desired skills)

  • A minimum of six months in a role that involved handling/managing cash
  • Spanish preferred

We’re 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: 

20

Skills for Client Service Representative

The job skills required for Client Service Representative include client service, Products and Services, CSR, Financial services, Commitment,and Professional development etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Representative. Select any job title you are interested in and start to search job requirements.

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Career Path for Client Service Representative

The following is the career advancement route for Client Service Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as an Account Services Representative Sr that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.

How to Become a Client Service Representative

If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.

Step 1 Understand the job description and responsibilities of a Client Service Representative

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Step 2 Knowing the best tips for becoming a Client Service Representative can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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