Client Service Representative

Bank Of America Corporation Grass Valley , CA 95945

Posted 2 days ago

Job Description:

Financial Center Client Service Representative I s FC CSR I are responsible for providing a positive customer experience that leads to improved satisfaction and sales. FC CSR I s process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customers' needs and encouraging customers to expand their relationship with Bank of America. This position was previously known as the Teller position within the Financial Center. Duties may include, but are not limited to the following;

a) Create a connection and develop rapport with customers to provide outstanding, personalized service,

b) Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them,

c) Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs,

d) Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them,

e) Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers,

f) Accurately and efficiently process transactions such as customer deposits and cashing checks,

g) Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate,

h) Inform and educate customers on how to conduct simple transactions through self-service technologies,

i) Follow established policies, procedures and guidelines to protect both our customers and Bank of America,

j) May be required to work Saturdays and/or extended hours.

Required skills:

  • Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment

  • Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment

  • A minimum of six months experience with cross-selling, up-selling and/or referring products

  • Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections

  • Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances

  • Ability to sell customers on meeting with a sales associate to learn about products/services

  • Ability to respond and assist customers with inquiries and/or problem resolution

  • Ability to work effectively 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 assessment

Desired skills:

  • Minimum of six months cash handling experience

Posting Date: 11/19/2018

Location: Grass Valley, CA, GRASS VALLEY BC, 134 S Church St, - United States

Travel: No

Full / Part-time: Part time

Hours Per Week: 20

Shift: 1st shift


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Temporary Client Assistant (Grass Valley CA)

Robert W. Baird & Co. Incorporated

Posted 1 week ago

VIEW JOBS 11/14/2018 12:00:00 AM 2019-02-12T00:00 Job Description Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird's resources and expertise to create a tailored plan to ensure success as they've defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from 90+ locations in 30 states. We have been recognized on Barron's Top Wealth Management Firms for 10 consecutive years and hold over $200 billion in client assets. Check out this video to learn more about our Private Wealth Management business. As a Temporary Client Assistant, you will: Be responsible for the client service & marketing functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. You will also participate in the Financial Advisors(s) business development efforts in alignment with the Financial Advisor(s) long-term business plan. Client Service * Responsible for client unobtainable coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Partner with Baird's Corporate Resource Groups and be knowledgeable of the services they are able to provide FAs, CAs and clients providing the best outcome for clients and the firm. * Answers all incoming Financial Advisors' phone calls and handles as appropriate. Initiates action and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Stay current and understand firm policy and procedures in an ever changing regulatory environment, being able to articulate the reason for certain requirements to clients as needed. * Communicate progress updates to clients, as needed, on more complex projects. Marketing * May manage the Social Media strategy for Financial Advisor(s)/team, including LinkedIn, FA Website, Twitter, etc. * Maintain FA website, including periodic review calls with the provider. Prepare and present content ideas to FA. * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Develop prospecting material/ book of services offered. Operations * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. * Ensures compliance with Baird's policies regarding correspondence, books and records requirements including trade policies, seminars, and marketing. * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Maintain primarily electronic files and ability to retrieve the information quickly as needed. What makes this opportunity great: * Flexible work-life balance is promoted. * Fast paced environment that will enable you to grow as a professional. * Team of associates passionate about achieving great results for clients and give back to the communities where we live and work. * Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. What we look for: * 2+ years of prior industry and/or administrative work experience or an equivalent combination of education and experience from which comparable knowledge and abilities can be acquired. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, LiquidOffice etc.). * Excellent verbal and written communication skills (including e-mail) * Good interpersonal skills -- ability to effectively and proactively work with both external and internal clients and relate with others in order to accomplish work responsibilities and objectives. Willing and able to research and provide an answer or feedback within 24 hours of initial. * Strong organizational skills -- consistent ability to prioritize work flow of self and Financial Advisors in order to achieve specific goals * Understands compliance regulations including the client complaint process and correspondence policies. Maintains client confidentiality in all situations. * Proven reliability in attendance and performance. Strong work ethic, 90% of your day is spent actively working on FA/Client requests. * Detail oriented with an emphasis on accuracy. Critical thinking and proactive problem solving skills. * Good analytical skills with ability to perform semi-advanced math. #LI-AS1 Robert W. Baird & Co. Incorporated Grass Valley CA

Client Service Representative

Bank Of America Corporation