Client Services Representative II - Bilingual Spanish Required

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

Client Services Representative II role 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 (especially for fraud), accurately recording data, escalating issues, and adhering to industry regulations and bank procedures. Requires strong communication, problem-solving, computer proficiency, and bilingual Spanish skills.

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

  • Proficient in English and Spanish
  • 1+ years of customer/client service experience
  • Ability to learn and adapt to new information and technology platforms
  • Minimum of an intermediate level of proficiency with computers and current technology
  • 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 and handle objections
  • Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
  • Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays

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
  • Bilingual Spanish Required