Bank of America · 1 day ago
Financial Center Client Service Representative
Santa Rosa, CA
Part-time
Onsite
New Grad, Entry Level
0+ years expBank of America is committed to helping make financial lives better through every connection. The Financial Center Client Service Representative role focuses on providing a positive client experience, processing transactions, and educating clients on self-service technologies.
Asset ManagementBankingFinanceFinancial ServicesFinTech
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
Qualification
Required
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Communicates effectively and confidently, and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs
Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment
Has a minimum of six months of experience offering solutions and services based on the client's needs
In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program
Can be flexible to work weekends and/or extended hours as needed
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Preferred
Experience in financial services and knowledge of financial services industry, products and solutions
Six months of cash handling experience
Experience working in an environment with individual and team goals where goals were routinely met or exceeded
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
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Company data provided by crunchbase