Bank of America · 6 hours ago
Financial Center Client Service Representative
Watsonville, 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 by processing transactions accurately and introducing relevant products and services to meet client needs.
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
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, confidently and is comfortable engaging all clients
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
Comfortable asking clients about their financial goals and introducing services and products that will meet their needs; basic product information is needed, as well as the ability to engage and transition to a teammate with the expertise on requests for detailed product related information (such as pricing, terms and conditions)
Minimum six months of client service experience in financial services, retail sales or another results-driven environment
Minimum of six months 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
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
2026-01-20
2026-01-20
Company data provided by crunchbase