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Senior Financial Services Representative

2 months ago

Niagara Falls, Ontario, Canada Bank of America Full time

About the Role:

This position is responsible for serving as the primary point of contact for financial center clients, helping to identify their personal banking needs and providing tailored solutions to meet their unique goals. Key responsibilities include building strong relationships with clients through proactive outreach and follow-up routines, as well as providing exceptional client care and support.

Key Responsibilities:

  • Partner with teams to provide financial center clients with comprehensive banking solutions, services, and strategies to meet their evolving needs.
  • Assist and educate clients on conducting simple transactions through self-service technologies, ensuring a seamless and efficient experience.
  • Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
  • Manage client interactions by taking the best course of action for the bank and its clients, adhering to established processes, laws, and guidelines.

Requirements:

  • High School Diploma / GED / Secondary School or equivalent.

Work Schedule:

1st shift (United States of America)

Hours Per Week:

40