Client Services Representative Ii, 1st Shift, Tampa, Fl

Bank of America Bank of America · Banking · Tampa, FL

Client Services Representative II at Bank of America, focused on resolving routine client requests via calls, chats, or emails in an inbound contact center. Responsibilities include identifying client needs, recommending solutions for fraud, accurate data recording, escalating risk issues, and adhering to industry regulations and bank procedures. Requires 1+ years of customer service experience and intermediate computer proficiency.

What you'd actually do

  1. Identifies client needs and recommends solutions when fraud has been identified
  2. Records data captured during client interactions accurately
  3. Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
  4. Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
  5. Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls

Skills

Required

  • customer service experience
  • handling difficult client situations
  • intermediate level of proficiency with computers and current technology
  • excellent attendance
  • dependable team-player attitude
  • adhere to the agreed upon work schedule
  • communicates effectively and confidently with all clients
  • ability to engage with clients
  • begin a conversation
  • anticipate what questions a client will have
  • actively share information using plain language
  • build rapport
  • handle objections
  • comfortable receiving ongoing performance feedback and coaching
  • ability to learn and adapt to new information and technology platforms

Nice to have

  • experience in the banking/financial industry
  • experience working in a client service capacity

What the JD emphasized

  • industry regulations
  • bank procedures
  • financial controls