Financial Center Client Service Representative

Bank of America Corporation
Monterey, CA

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!


This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously introducing products and services that meet the client needs. Job expectations include ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies.

Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Drives the client experience
• Grows business knowledge and network by partnering with experts in small business, lending, and investments

Skills:
• Active Listening
• Adaptability
• Attention to Detail
• Collaboration
• Customer and Client Focus
• Client Experience Branding
• Client Solutions Advisory
• Referral Identification
• Relationship Building
• Conflict Management
• Account Management
• Business Development
• Business Acumen
• Critical Thinking
• Emotional Intelligence

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

Shift:

1st shift (United States of America)

Hours Per Week:

20

Posted 2025-11-14

Recommended Jobs

Staff Backend Engineer - Core Services

Verkada
San Mateo, CA

Who We Are Verkada is a leader in cloud-based B2B physical security. Verkada offers six product lines — video security cameras, access control, environmental sensors, alarms, workplace and int…

View Details
Posted 2025-09-14

Manager, Artist Royalties - Sacramento, 95814

Universal Music Group
Sacramento, CA

Manager, Artist Royalties - Sacramento, 95814, United States of America How we LEAD: The Artist Royalty Manager will be responsible for maintaining royalty processes pertaining to Artist, Produce…

View Details
Posted 2025-10-28

Spanish Interpreter

Language Link
Fairfield, CA

We are looking for Spanish Interpreters in Vallejo, Fairfiled and Vacaville, CA for medical onsite (in person) appointments! The Requirements and Qualifications: Be fluent in both English and the ta…

View Details
Posted 2025-09-25

Manager, Technical Writing

zoox
Foster, CA

We are seeking a Manager, Technical Writing to lead a team of Technical Writers within Manufacturing Operations, including responsibility for documentation supporting both production processes and di…

View Details
Posted 2025-09-16

Sales Associate

Coach
Palo Alto, CA

Coach seeks a dynamic Sales Associate for its Palo Alto location. This temporary role involves engaging customers, driving sales, and maintaining merchandising standards. Ideal candidates will have re…

View Details
Posted 2025-08-24

Mechanical Engineering Project Manager

Blueprint Hires
Sacramento, CA

A mechanical and plumbing engineering firm specializing in custom designs and complex building solutions is seeking a Mechanical Engineering Project Manager to help them deliver innovative, practical…

View Details
Posted 2025-10-31

Oncology Nurse

Radical Health
San Francisco, CA

About Us Radical Health is an early-stage health-tech company reimagining how people experience cancer diagnostics and care. Our mission is to make advanced cancer detection accessible to every pa…

View Details
Posted 2025-11-14

Mechanical Design and Test Engineer

Swift Solar
San Carlos, CA

About the company At Swift Solar, our mission is to unlock the full potential of solar energy. We believe that solar energy has vast untapped potential to power our lives, fuel economies, and st…

View Details
Posted 2025-11-07

Assistant Product Manager (Purchasing)

Ma Labs
San Jose, CA

Company Description About Us: For the last four decades, Ma Labs has built an impeccable reputation for being one of the most trusted and reliable computer and IT component distributors in th…

View Details
Posted 2025-09-14

Sr. Manager, Audience Insights

Red Bull
Santa Monica, CA

The Sr. Manager of Audience Insights, a digitally and technologically adept professional, will play a pivotal role in the success of the media network by providing actionable insights that shape prog…

View Details
Posted 2025-09-02