Client Services Representative II

Bank of America Bank of America · Banking · Las Vegas, NV

This role is a 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 (including for fraud), accurately recording data, escalating issues, and adhering to regulations and procedures. The role requires customer service experience, strong communication skills, problem-solving abilities, 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 service experience
  • handling difficult client situations
  • communication skills
  • problem-solving
  • computer proficiency
  • attention to detail
  • customer service management
  • customer and client focus
  • issue management
  • active listening
  • adaptability
  • client solutions advisory
  • data collection and entry
  • analytical thinking
  • client experience branding
  • fraud management

Nice to have

  • banking/financial industry experience
  • client service capacity experience

What the JD emphasized

  • industry regulations