What are the responsibilities and job description for the Senior Financial Services Representative position at Bank of America?
Key Responsibilities
This role is responsible for serving as the primary point of contact for financial center clients, helping to understand their personal banking needs, and offering appropriate solutions. Key responsibilities include:
- Deepening client relationships through platform services
- Supporting clients with self-service or transactional activities
- Providing exceptional client care
- Proactively connecting with clients through outbound calls and conducting consistent follow-up routines
Account Management
This position requires the ability to manage client interactions, taking the best course of action for the bank and its clients, while adhering to established processes, laws, and guidelines.
Skills and Qualifications
The ideal candidate will possess the following skills and qualifications:
- Active Listening
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
This role is ideal for individuals who are passionate about delivering exceptional client experiences and have a strong understanding of banking products and services.
