Client Services Representative II – 2nd Shift

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

Client Services Representative II at Bank of America, focusing 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 interaction data, escalating issues, staying updated with learning materials, and complying with regulations. The role emphasizes attention to detail, customer service, issue management, and problem-solving within the fintech domain.

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

What the JD emphasized

  • Complies with industry regulations