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Client Service Representative

Nantucket, Massachusetts

Job Description:

At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal financial goals and help make their financial lives better. If you join our team, we’ll count on you to care for, advise and guide our clients when they need us most – whether they’re just starting out, buying a home, building a family or planning for retirement. 

We’re looking for the next generation of Client Service Representatives - those with a passion for growing a long-term career, building relationships and working with a team of client professionals in one of over 4,000 locations nationwide. The Client Service Representative role is meant for those looking to make a real impact and build a career in financial services. The role is ideal for those with a passion for assisting clients with their banking transactions while building relationships and helping to identify their needs. As a Client Service Representative, you’ll deliver a personalized, caring experience for our clients in the financial centers and get to know them and understand their life priorities as you provide their financial services.

From day one, you’ll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you’ll have the opportunity to advance into roles as a Relationship Banker, Relationship Manager, Financial Center Operations Manager or Financial Center Manager – with unlimited opportunity to grow throughout the company. The Academy will support you with dedicated programs, tools and resources throughout your career journey.

We’ll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Grow in your current role through one-on-one coaching from Academy managers who are invested in your success and training programs that help you excel, build new skills or take on additional responsibility.
Continuously learn and advance your career goals through intentional career paths to the next best role.
Use resources and innovative technologies to optimize the client experience.
Provide clients with a personalized rewarding experience that starts with providing accurate information as well as understanding each client’s unique needs.
Process transactions accurately and efficiently to build client confidence and trust, based on established policies and procedures
Be the advocate for clients who visit financial centers ensuring they connect to solutions that meet their financial goals.

As a Client Service Representative, you can look forward to
•        Ongoing professional development to deepen your skills 
•        Access to our internal Career Path Tool to explore opportunities for career growth 
•        A world-class suite of employee benefits 

You’re a person who (required skills)
•        Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
•        Communicates effectively and confidently with all clients.
•        Works well with others and collaborates productively to get things done.
•        Can manage complexity, prioritize tasks and execute in a fast-paced environment.
•        Has the ability to learn and adapt to new information and technology platforms.
•        Is thorough and provides careful attention to detail.
•        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 client service experience in financial services, retail sales, or other results driven environment. 
•        Has a 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.
•        Can be flexible to work weekends and/or extended hours as needed.
•        Is proficient in basic computer skills.

You’ll be better prepared if you have (desired skills)
•        A minimum of six months in a role that involved handling/managing cash 

We’re a culture that
•        Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance his/her careers.  Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. 
•        Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
•        Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. 
•        Is committed to advancing our tools, technology, and ways of working.  We always put our clients first to meet their evolving needs. 
•        Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

At Bank of America, I get to make a difference every day.

On screen copy:
Client Service Representative

On screen copy:
Assist, solve, and direct clients who come into the financial center

As a Client Service Representative, my job is to assist and solve problems for clients who come into the Financial Center and direct them to new banking solutions.

My team does everything we can to ensure all Bank of America clients receive excellent client care.

My job is pretty special. Not only do I handle multiple type of transactions, clients trust me to help guide them through financial decisions, balance risk and identify new solutions.

Part of helping my clients succeed is making sure they know about the technology they can be using in their daily lives.

On screen copy:
Identify a client who can benefit from using a new digital banking solution

It’s my job to identify a client who could benefit from using a new digital solution and direct them to someone who can help.

Occasionally, the demands of my job can be overwhelming and sometimes I work weekends and/or extended hours when needed, but seeing my regular clients makes it all worth it.

On screen copy:
Genuine, one-on-one coaching from my manager

I get one-on-one coaching from my manager, who is genuinely invested in my success.

There is a lot of potential for growth in this role — whether you want to be promoted to a leadership position or moved to another department.

On screen copy:
Trained by the award-winning Academy at Bank of America

The Academy at Bank of America
(Dedicated Support Icon)
(Dedicated Training Time Icon)
(Classroom Training Icon)

I was set up for success from day one with the onboarding and training I received through Bank of America’s award-winning Academy. There was dedicated support, dedicated training time and hands-on coaching.

The Academy’s defined career paths and ongoing development opportunities are what have enabled me to thrive in my career.

I am grateful to work for a company that promotes inclusion and understanding.  Regardless of where we come from or who we are, everyone I work with feels like they belong here.

On screen copy:
Competitive Benefits

  • Paid Time off
  • Tuition Reimbursement
  • 401(k)
  • Health, Dental & Vision
  • Career Planning
  • Child Care Reimbursement for Income-Eligible Employees

There are a ton of great benefits including paid time off, competitive pay and even tuition reimbursement.

And at the end of the day, I never have to bring work home with me.

I know Bank of America is invested in helping me reach my full potential, so I can help my clients reach theirs.

We all have goals. Pursue yours at Bank of America.

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Learn more: bankofamerica.com/Careers

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
Bank of America, N.A. Member FDIC. ©2019 Bank of America Corporation.

Part time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
15 Sparks Ave, MA, Nantucket, 02554