Client Services Representative II - Bilingual Spanish Required

Bank of America Bank of America · Banking · Rio Rancho, NM

Client Services Representative II at Bank of America, responsible for resolving routine client requests via calls, chats, or emails in an inbound contact center. Requires bilingual Spanish proficiency, customer service experience, and basic computer skills. Focuses on client interaction, problem resolution, and adherence to regulations.

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, including experience handling difficult client situations
  • Minimum of an intermediate level of proficiency with computers and current technology
  • 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
  • Ability to learn and adapt to new information and technology platforms
  • Communicates effectively and confidently with all clients to make their financial lives better
  • 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
  • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
  • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
  • Comfortable receiving ongoing performance feedback and coaching

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

  • Bilingual Spanish Required