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Disability Solutions - Overland Park, KS
posted 2 months ago
About the position
The position at Bank of America involves engaging clients in the lobby to educate and assist them with transactions through self-service resources such as mobile banking, online banking, or ATMs. The role focuses on building relationships with clients, understanding their financial needs, and connecting them with appropriate solutions to meet their financial goals. The position requires adherence to the bank's risk culture and operational excellence while managing cash responsibilities and enhancing the client experience.
Responsibilities
- Engages clients in the lobby to educate and assist with transactions through self-service resources.
- Processes cash transactions accurately and efficiently as needed.
- Builds relationships with clients to meet their financial needs.
- Follows established processes and guidelines to ensure compliance with laws and regulations.
- Grows business knowledge by partnering with experts in small business, lending, and investments.
- Manages financial center traffic, appointments, and outbound calls effectively.
- Drives the client experience by providing exceptional service.
Requirements
- Enthusiastic, highly motivated self-starter with a strong work ethic.
- Ability to collaborate effectively and build strong relationships.
- Passionate about improving clients' financial lives.
- Confident in identifying solutions for clients based on their needs.
- Effective communication skills and comfort engaging with all clients.
- Ability to learn and adapt to new information and technology platforms.
- Strong critical thinking and problem-solving skills.
- Efficient time and capacity management.
- Focus on results while acting in the best interest of the client.
Nice-to-haves
- Experience in financial services and knowledge of the industry, products, and solutions.
- One year of successful sales experience in a salary plus incentive environment.
- Six months of cash handling experience.
- Bachelor's degree or relevant associate degree in business management, business administration, or finance.
Benefits
- Competitive benefits to support physical, emotional, and financial well-being.
- Opportunities for learning and career growth.
