Job Details

CSR--20--Josey-Hebron--North-DFW--Military-veterans-preferred

Company name
Bank of America Corporation

Location
Carrollton, TX

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Profile

Job Description:Client Service Representative Job Profile SummaryThe Financial Center Client Service Representative (CSR), previously referred to as a Teller, is responsible for providing a positive client experience that will improve the financial lives of our clients and potential clients. CSRs process transactions accurately and efficiently in a fast-paced environment while simultaneously engaging clients to understand their current and future financial needs, how to simplify their servicing needs, and understand their life priorities so they can introduce the client to an appropriate teammate within the financial center to help them in those moments that matter.Duties may include, but are not limited to the following:\u2022 Create a connection and develop rapport with clients to provide outstanding, personalized service and client care\u2022 Listen carefully and engage with clients to understand their top financial and life priorities so you can connect them with the appropriate teammate in the financial center\u2022 Introduce clients to the appropriate teammate with the expertise to help them\u00a0 meet their goals\u2022 Work together with all financial center teammates to deliver exceptional client relationship care\u2022 Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve clients\u2022 Accurately and efficiently process transactions such as client deposits and cashing checks\u2022 Assist clients with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate\u2022 Inform and educate clients on how to conduct simple transactions through convenient banking options\u00a0 including digital adoption as an alternative for clients\u2022 Follow established policies, procedures and guidelines to protect both our clients and Bank of America\u2022 Understand the Risk Framework and take ownership for managing risk by identifying, escalating and debating risks\u2022 Understand and abide by the laws, rules and regulations which apply to CSR activities\u2022 Routinely use Financial Center online references and tools to expand your knowledge and eliminate mistakes\u2022 Complete all required training, inclusive of compliance training courses, to stay current on policies and procedures\u2022 Will be expected to work some Saturdays and/or extended hoursRequired skills:- A minimum of six months client service experience in financial services, retail sales or a goal-oriented environment- A minimum of six months experience offering solutions and services\u00a0 based on client needs- Prior completion of the Bank of America financial center internship program is acceptable in lieu of six months of client service experience.- Proven ability to achieve results in areas of offering solutions and, service and client experience in a client-centric, results-driven environment- Thrive on engaging with clients; ability to begin conversations, build rapport, and handle objections- Ability to engage with clients to inquire about our their personal finances; introducing them to teammates to learn about products and services to meet their financial needs, life goals and objectives- Ability to respond to and assist clients with inquiries and/or problem resolution- Ability to work effectively both independently and as a team member- Strong communication skills (including verbal and non-verbal) and active listening skills- Careful attention to detail and time management- Proficiency in basic computer skills- Pass pre-employment assessmentDesired skills:- Minimum of six months cash handling experienceShift:1st shift (United States of America)Hours Per Week:\u00a020

Company info

Bank of America Corporation
Website : http://www.bankofamerica.com

Company Profile
Bank of America Corporation, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the United States and internationally. The company’s Consumer & Business Banking segment offers traditional and money market savings accounts, CDs and IRAs, checking accounts, and investment accounts and products, as well as credit and debit cards; and lending related products and services, working capital management, and treasury solutions. This segment provides its products and services through operating 5,100 banking centers, 16,300 ATMs, call centers, and online and mobile banking platforms. Its Consumer Real Estate Services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The company’s Global Wealth & Investment Management segment provides investment and brokerage, estate and financial planning, fiduciary portfolio management, cash and liability management, and specialty asset management services; and retirement and benefit plan, philanthropic management, and asset management services. Its Global Banking segment provides various commercial loans, leases, commitment facilities, trade finance, real estate and asset-based loans, and consumer loans; treasury management, foreign exchange, and short-term investing options; and debt and equity underwriting and distribution, and merger-related and other advisory services. The company’s Global Markets segment offers sales and trading services for securities and derivative products in primary and secondary markets; market-making, financing, securities clearing, settlement, and custody services to institutional investor clients; and risk management products. The company was founded in 1874 and is based in Charlotte, North Carolina.

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