Client Services Representative II

Bank of America Bank of America · Banking · Phoenix, AZ

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, accurately recording data, escalating issues, and complying with regulations. Requires strong communication, problem-solving, and computer proficiency, with a minimum of 1 year of customer service experience.

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

  • Attention to Detail
  • Customer Service Management
  • Customer and Client Focus
  • Issue Management
  • Active Listening
  • Adaptability
  • Client Solutions Advisory
  • Data Collection and Entry
  • Problem Solving
  • Account Management
  • Analytical Thinking
  • Client Experience Branding
  • Fraud Management
  • 1+ years of customer/client service experience, including experience handling difficult client situations
  • Minimum of an intermediate level of proficiency with computers and current technology

Nice to have

  • 1+ years of experience in the banking/financial industry
  • 1+ years of experience working in a client service capacity​

What the JD emphasized

  • Complies with industry regulations