Bank of America

Client Services Representative

Bank of America

Cupertino, CA, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Are you a customer-focused individual looking to make a positive impact in the financial industry? Look no further than Bank of America! We are seeking a highly motivated and personable Client Services Representative to join our team. In this role, you will have the opportunity to build relationships with clients and assist them with their banking needs. If you have exceptional communication skills, a strong attention to detail, and a passion for providing excellent customer service, we want to hear from you! Join our team and be a part of a company that values teamwork, diversity, and career growth.

  1. Provide exceptional customer service to clients and assist them with their banking needs.
  2. Build and maintain strong relationships with clients to ensure customer satisfaction and loyalty.
  3. Communicate with clients, both in person and over the phone, in a professional and friendly manner.
  4. Understand and effectively explain Bank of America's products and services to clients.
  5. Identify and address client needs, concerns, and inquiries in a timely and efficient manner.
  6. Process financial transactions accurately and efficiently.
  7. Maintain and update client account information and records.
  8. Collaborate with colleagues and other departments to resolve client issues and improve overall customer experience.
  9. Stay updated on industry trends, products, and services to provide knowledgeable and up-to-date information to clients.
  10. Adhere to all company policies, procedures, and regulations to ensure compliance and protect client confidentiality.
  11. Continuously strive to meet and exceed performance goals and contribute to team success.
  12. Participate in ongoing training and development opportunities to enhance skills and knowledge.
Where is this job?
This job is located at Cupertino, CA, USA
Job Qualifications
  • Excellent Communication Skills: A Client Services Representative At Bank Of America Must Possess Strong Verbal And Written Communication Skills To Effectively Interact With Clients And Address Their Concerns.

  • Customer Service Experience: Candidates Should Have Previous Experience In A Customer Service Role, Preferably In The Financial Industry. This Will Demonstrate Their Ability To Handle Client Inquiries And Provide Solutions In A Timely And Professional Manner.

  • Knowledge Of Banking Products And Services: The Ideal Candidate Should Have A Thorough Understanding Of Various Banking Products And Services Offered By Bank Of America. This Will Enable Them To Provide Accurate Information And Assist Clients In Selecting The Right Products For Their Financial Needs.

  • Attention To Detail: As A Client Services Representative, Attention To Detail Is Crucial To Ensure Accuracy In Transactions And Identifying Potential Issues. Candidates Should Have A Track Record Of Being Detail-Oriented And Able To Handle Complex Tasks Efficiently.

  • Problem-Solving Skills: Bank Of America's Client Services Representatives Often Encounter Complex Customer Inquiries Or Complaints. Therefore, The Ability To Think Critically And Solve Problems Effectively Is A Must For This Role. Candidates Should Be Able To Handle Challenging Situations With Composure And Provide Satisfactory Solutions To Clients.

Required Skills
  • Communication

  • Sales

  • Time Management

  • Multitasking

  • Attention to detail

  • Conflict Resolution

  • customer service

  • Teamwork

  • Empathy

  • Organization

  • Problem-Solving

  • Banking Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Services Representative in Cupertino, CA, USA is between $47,000 - $65,000 per year. However, this can vary depending on factors such as the specific company, experience level, and job responsibilities. Some companies may offer higher salaries for candidates with specialized skills or a strong track record of success in client service roles. Additionally, factors such as cost of living and industry trends can also impact the salary range for this position. It is important to research the specific company and industry to get a better understanding of the potential salary for a Client Services Representative in Cupertino.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 10th, 2024
Apply BeforeAugust 19th, 2025
This job posting is from a verified source. 
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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