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
