See more Collapse

Client Services Representative II

1 month ago


Richmond, United States Bank of America Full time
Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Job Description:
This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

  • Identifies client needs and recommends solutions when fraud has been identified
  • Records data captured during client interactions accurately
  • Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
  • Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
  • Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls


Required Qualifications:
  • 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


Desired Qualifications:
  • 1+ years of experience in the banking/financial industry
  • 1+ years of experience working in a client service capacity

Minimum Education Requirement: Null

Shift:
2nd shift (United States of America)

Hours Per Week:
40

We have other current jobs related to this field that you can find below


  • Richmond, Virginia, United States Bank of America Full time

    Client Services Representative II - 1st Shift RichmondRichmond, VirginiaJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the...


  • Richmond, United States Banfield Pet Hospital Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes theproductivity of the veterinary medical team (in terms of numbers of clients and pets), ensures goodcommunication with associates and clients Client Service, Representative, Hospital, Skills, Client, Animal Care, Business Services


  • Richmond, Virginia, United States Bank of America Corporation Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Richmond, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Representative, 1st Shift, Shift, Solutions Advisor, Client, Retail, Banking


  • Richmond, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Representative, 1st Shift, Shift, Solutions Advisor, Client, Retail, Banking


  • Richmond, United States Brandermill Animal Hospital Full time

    **Brandermill Animal Hospital is seeking a Full Time Veterinary Customer Service Representative to join our team!** **Our ideal Client Service Representative should**: - Have a desire to make a difference in the lives of our patients and their people - Be solution-oriented, adaptable, and resilient when faced with a challenge - Demonstrate emotional...


  • Richmond, Virginia, United States Eagle Peak Solutions, Inc. Full time

    We are seeking a Full Time Client Service Representative who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the customer service team, there is a new...


  • Richmond, United States Advanced Animal Care Full time

    Job DescriptionJob DescriptionThe Client Service Representative role is an absolutely crucial role at AAC.The CSR is responsible for:* Managing 6 phone call lines with the team* Scheduling appointments* Check patients in/out* Process payments* Discuss payment alternatives with clients* Collect all important client information* Help pet owners identify pet...


  • Richmond, United States Advanced Animal Care Full time

    Job DescriptionJob DescriptionThe Client Service Representative role is an absolutely crucial role at AAC.The CSR is responsible for:* Managing 6 phone call lines with the team* Scheduling appointments* Check patients in/out* Process payments* Discuss payment alternatives with clients* Collect all important client information* Help pet owners identify pet...


  • Richmond, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, 2nd Shift, Representative, Solutions Advisor, Client, Retail, Banking


  • Richmond, United States Banfield Pet Hospital Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a...


  • Richmond, United States Banfield Pet Hospital Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a...


  • Richmond, Virginia, United States Banfield Pet Hospital Full time

    SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes theproductivity of the veterinary medical team (in terms of numbers of clients and pets), ensures goodcommunication with associates and clients, and coordinates the care of clients and pets in a happy,welcoming,...

  • Client Representative

    3 weeks ago


    Richmond, United States Foursight Advanedge Full time

    **Foursight AdvanEdge** is growing in SUGAR LAND! We are a marketing and sales firm and we are expanding our market reach! Our team is a very sports-minded and goal-oriented group and is looking to add eager and success-driven individuals. Our Client Representative brings our national clients to a local level, making products and services more accessible to...


  • Richmond, United States Bank of America Corporation Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Richmond, United States Bank of America Corporation Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Richmond, United States Bank of America Corporation Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Richmond, United States Bank of America Corporation Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Richmond, United States Advanced Animal Care Full time

    Job DescriptionJob DescriptionThe Client Service Representative role is an absolutely crucial role at AAC. Currently we are hiring at our 24/7 emergency practice located at 2120 Pimlico Drive. The CSR is responsible for:* Managing 6 phone call lines with the team* Scheduling appointments* Check patients in/out* Process payments* Discuss payment alternatives...


  • Richmond, United States Advanced Animal Care Full time

    Job DescriptionJob DescriptionThe Client Service Representative role is an absolutely crucial role at AAC. Currently we are hiring at our 24/7 emergency practice located at 2120 Pimlico Drive. The CSR is responsible for:* Managing 6 phone call lines with the team* Scheduling appointments* Check patients in/out* Process payments* Discuss payment alternatives...