SanClementeRecruiter
the smart solution for San Clemente jobs

Client Service Representative

Company: Bank of America Corporation
Location: San Clemente
Posted on: December 30, 2018

Job Description:

Job Description: 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. This position was previously known as the Teller position within the Financial Center. Duties may include, but are not limited to the following; 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:* 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: 12/24/2018 Location: San Clemente, CA, 300 S El Camino Real (CA6261), - United States Travel: No Full / Part-time: Part time Hours Per Week: 30 Shift: 1st shift

Keywords: Bank of America Corporation, San Clemente , Client Service Representative, Sales , San Clemente, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Sales Jobs


Store Counter Sales
Description: Our Store Counter Sales team members are knowledgeable and energetic with a passion for automotive parts.
Company: O'Reilly Auto Parts
Location: Simi Valley
Posted on: 01/18/2019

Customer Service Agent - $15/hr. (Remote- work from home!)
Description: Helping Blind Visually Impaired People With Daily Tasks, Without Leaving Your Home . See the world from the comfort of your home office Meaningful interactions with individuals who appreciate your (more...)
Company: Mommy Jobs Online
Location: Fullerton
Posted on: 01/18/2019

Life Insurance Agent (Remote) - Free Leads / New Agent Bonus!
Description: Job Title Life Insurance Agent Remote - Free leads / New agent bonus Company ASSURANCE Location Casper, WY Salary 50,000.00 - 125,000.00 per year Job type Contract, Commission Job Description Focus (more...)
Company: Assurance
Location: Lake Elsinore
Posted on: 01/18/2019


Automotive Tool Sales / Route - Full Training
Description: Build a Great Career and a Great Life. Feel the freedom 38 independence of managing your own protected route 38 selling our National brands. Join our team today as an Automotive Tool Sales / Route (more...)
Company: Mac Tools
Location: Simi Valley
Posted on: 01/18/2019

At Home Customer Service Agent
Description: We are looking for Full and Part Time Customer Service Brand Agents to work from home No experience is required for this opportunity - we provide fully paid training Our Home Agents have ideal work (more...)
Company: Mommy Jobs Online
Location: Hemet
Posted on: 01/18/2019

AVON Independent Sales Representative (Part-Time) (Burbank,CA)
Description: Work how you'd like and where you'd like, make your own schedule.It doesn't matter if you come from Customer Service, Accounting, Marketing, Administrative or any other field or if you are just looking (more...)
Company: Avon
Location: Burbank
Posted on: 01/18/2019

Insurance and Financial Sales - Current Life Insurance Licen
Description: Current Life Insurance License Required to be considered Are you an individual with a strong desire to succeed in the business world and help families at the same time We have a wide range of mortgage (more...)
Company: The Alliance
Location: Simi Valley
Posted on: 01/18/2019

Real Estate Sales Agents
Description: A leading Luxury Real Estate Team is seeking a full-time Showing Assistant and Listing Specialist to support our rapidly growing team. This is an amazing opportunity to get hands-on experience, learn (more...)
Company: Real Estate Professionals
Location: Pasadena
Posted on: 01/18/2019

Insurance Agent - Current Life Insurance License Required (P
Description: Valid Life Insurance License Required to be considered Are you an individual with a strong desire to succeed in the business world and help families at the same time We have a wide range of mortgage (more...)
Company: The Alliance
Location: Pasadena
Posted on: 01/18/2019

Life Insurance Agent (Remote) - Free Leads / New Agent Bonus!
Description: Job Title Life Insurance Agent Remote - Free leads / New agent bonus Company ASSURANCE Location Casper, WY Salary 50,000.00 - 125,000.00 per year Job type Contract, Commission Job Description Focus (more...)
Company: Assurance
Location: Redlands
Posted on: 01/18/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Clemente RSS job feeds