Resume and JobRESUME AND JOB
Bank of America logo

Financial Center Client Service Representative

Bank of America

Financial Center Client Service Representative

Bank of America logo

Bank of America

full-time

Posted: November 13, 2025

Number of Vacancies: 1

Job Description

Financial Center Client Service Representative

Job ID: 25045318 • LOB: Consumer & Small Business

Location: Monterey, 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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.

Responsibilities:
• 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

Skills:
• 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

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

Shift:

1st shift (United States of America)

Hours Per Week: 

20


Source: Bank of America Careers

Locations

  • Monterey, California, United States

Salary

Salary not disclosed

Estimated Salary Rangemedium confidence

85,000 - 160,000 USD / yearly

Source: fallback

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Active Listeningintermediate
  • Adaptabilityintermediate
  • Attention to Detailintermediate
  • Collaborationintermediate
  • Customer and Client Focusadvanced
  • Client Experience Brandingintermediate
  • Client Solutions Advisoryintermediate
  • Referral Identificationintermediate
  • Relationship Buildingadvanced
  • Conflict Managementintermediate
  • Account Managementintermediate
  • Business Developmentintermediate
  • Business Acumenintermediate
  • Critical Thinkingintermediate
  • Emotional Intelligenceintermediate

Target Your Resume for "Financial Center Client Service Representative" , Bank of America

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Check Your ATS Score for "Financial Center Client Service Representative" , Bank of America

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Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Bank of AmericaFinanceConsumer & Small BusinessInvestment & Trading; Relationship Management, Business Development & SalesUnited StatesFinanceConsumer & Small BusinessInvestment & Trading; Relationship Management, Business Development & Sales

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Bank of America logo

Financial Center Client Service Representative

Bank of America

Financial Center Client Service Representative

Bank of America logo

Bank of America

full-time

Posted: November 13, 2025

Number of Vacancies: 1

Job Description

Financial Center Client Service Representative

Job ID: 25045318 • LOB: Consumer & Small Business

Location: Monterey, 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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.

Responsibilities:
• 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

Skills:
• 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

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

Shift:

1st shift (United States of America)

Hours Per Week: 

20


Source: Bank of America Careers

Locations

  • Monterey, California, United States

Salary

Salary not disclosed

Estimated Salary Rangemedium confidence

85,000 - 160,000 USD / yearly

Source: fallback

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Active Listeningintermediate
  • Adaptabilityintermediate
  • Attention to Detailintermediate
  • Collaborationintermediate
  • Customer and Client Focusadvanced
  • Client Experience Brandingintermediate
  • Client Solutions Advisoryintermediate
  • Referral Identificationintermediate
  • Relationship Buildingadvanced
  • Conflict Managementintermediate
  • Account Managementintermediate
  • Business Developmentintermediate
  • Business Acumenintermediate
  • Critical Thinkingintermediate
  • Emotional Intelligenceintermediate

Target Your Resume for "Financial Center Client Service Representative" , Bank of America

Get personalized recommendations to optimize your resume specifically for Financial Center Client Service Representative. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Financial Center Client Service Representative" , Bank of America

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Bank of AmericaFinanceConsumer & Small BusinessInvestment & Trading; Relationship Management, Business Development & SalesUnited StatesFinanceConsumer & Small BusinessInvestment & Trading; Relationship Management, Business Development & Sales

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