Client Services Representative II - 2nd Shift

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

Client Services Representative II at Bank of America, responsible for resolving routine client requests via calls, chats, or emails in an inbound contact center. Focuses on accuracy, problem-solving, and delivering a positive client experience while adhering to regulations and identifying potential fraud. Requires customer service experience, strong communication, and 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/client service experience
  • handling difficult client situations
  • passion, integrity, commitment and drive
  • actively advise solutions and analyze/resolve complex client problems
  • excellent attendance
  • proven reliability
  • adhere to the agreed upon work schedule
  • Dependable team-player attitude
  • calls must be handled immediately
  • Communicates effectively and confidently
  • engage with clients
  • begin a conversation
  • anticipate what questions a client will have
  • actively share information using plain language
  • build rapport and handle objections
  • Comfortable receiving ongoing performance feedback and coaching
  • learn and adapt to new information and technology platforms
  • intermediate level of proficiency with computers and current technology

Nice to have

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

What the JD emphasized

  • Complies with industry regulations