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Senior Financial Services Representative

2 months ago

StratforduponAvon, Warwickshire, United Kingdom Bank of America Full time

About the Role:

This position is responsible for serving as the primary point of contact for financial center clients, identifying their personal banking needs, and providing tailored solutions to meet their goals. Key responsibilities include building strong relationships with clients, offering platform services, and connecting them to specialists as needed.

Key Responsibilities:

  • Deepen client relationships through platform services and support clients with self-service or transactional activities.
  • Provide exceptional client care and proactively connect with clients through outbound calls and follow-up routines.
  • Collaborate effectively to achieve goals and build strong relationships with colleagues and clients.
  • Identify solutions for clients based on their needs and provide recommendations for financial products and services.
  • Communicate effectively with clients and colleagues, both verbally and in writing.
  • Stay up-to-date on new information, technology platforms, and changing circumstances to adapt to client needs.
  • Apply critical thinking and problem-solving skills to meet client needs and achieve goals.
  • Manage time effectively and prioritize tasks to meet deadlines and achieve results.

Requirements:

  • Minimum of one year of sales experience in a relationship-oriented and client-centric environment.
  • Ability to learn and adapt to new information, technology platforms, and changing circumstances.
  • Strong written and verbal communication skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Commissioned notary or ability to obtain a notary commission within a few months of start date.

Preferred Qualifications:

  • Associate's degree or bachelor's degree in business, finance, or a related field.
  • Experience working in a financial center or similar environment.
  • Retail and/or sales experience in a salary plus incentive environment.
  • Experience working in an environment with individual and/or team goals.
  • Knowledge of banking products and services.

Skills:

  • Active Listening
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management

Work Schedule:

1st shift (United States of America)

Hours Per Week:

40