Financial Center Client Service Representative I s FC CSR I are responsible for providing a positive customer experience that leads to improved satisfaction and sales.
FC CSR I s process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customers’ needs and encouraging customers to expand their relationship with Bank of America.
a) Create a connection and develop rapport with customers to provide outstanding, personalized service,
b) Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them,
c) Ensure customers / clients are quickly connected to the appropriate teammate with the expertise to meet their needs,
d) Meet or exceed sales goals by influencing customers to learn about products / services that will benefit them,
e) Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers,
f) Accurately and efficiently process transactions such as customer deposits and cashing checks,
g) Assist customers with inquiries and / or problem resolution in a professional and composed manner, and escalate to manager as appropriate,
h) Inform and educate customers on how to conduct simple transactions through self-service technologies,
i) Follow established policies, procedures and guidelines to protect both our customers and Bank of America,
j) May be required to work Saturdays and / or extended hours.
Required skills :
Desired skills :