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Financial Center Client Service Representative

Santa Rosa, California

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. 
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. 
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. 
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously introducing products and services that meet the client needs. Job expectations include ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies.

• 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

Required Qualifications:
• 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.

Desired Qualifications:
• 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.

• Active Listening
• Adaptability
• Attention to Detail
• Collaboration
• Customer and Client Focus
• Client Experience Branding
• Client Solutions Advisory
• Referral Identification
• Relationship Building
• Conflict Management
• Account Management
• Business Development
• Business Acumen
• Critical Thinking
• Emotional Intelligence


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Music in background throughout]


[Employee greeting a client in the Financial Center.]


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.


[Employees interacting in a meeting and listening to a manager presentation.]


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


[Employee helping customers]


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


[Employee taking an online course.]


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.


On screen copy:

The Academy at Bank of America

Dedicated Support

Dedicated Training Time

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.


On screen copy:

Bank of America® logo

Learn more:


On screen disclosures:

Bank of America and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability, or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concepts of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. We also prohibit discrimination on other bases such as ancestry, medical condition, or marital status under applicable laws. Candidates must possess authorization to work in the United States, as it is not the practice of Bank of America to sponsor individuals for work visas.

Bank of America, N.A. Member FDIC. ©2023 Bank of America Corporation.


[End of transcript]

MAP-6091868 Exp-05/14/25

Part time


Manages People: No

Travel: No

California pay and benefits information

California pay range:

$ 23.00 - $ 25.30 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.


This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
1155 W Steele Ln, CA, Santa Rosa, 95403