Part Time, Fc Client Service Rep I, Santa Fe Main Fc, Santa Fe, Nm

Job description

Financial center client service representatives (FC CSR) are responsible for providing a positive customer experience that leads to improved satisfaction and sales. FC CSRs process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customer’s needs and encouraging customers to expand their relationship with Bank of America. This position is previously known as the teller position within the financial center. Your duties may include, but are not limited to the following:

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

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

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

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

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

Accurately and efficiently process transactions such as customer deposits and cashing checks

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

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

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

May be required to work Saturdays and/or extended hours



Qualifications
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: 22/01/2016

Location: US-NM-Santa Fe

Travel: No




Full / Part-time: Parttime

Hours Per Week: 20.00

Shift: 1st Shift

Weekly Schedule: Monday - Friday 10a-2p Saturday 8:30a-1:30p

Ciudad: Santa Fe de la Vera Cruz