Client Services Rep II

3 weeks ago

Rio Rancho, New Mexico, 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 role is responsible for the resolution of routine client requests by answering calls, chats or emails in an inbound contact center environment.

These individuals work in a fast paced environment that requires accuracy, use of logic, multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner while delivering a great client experience.

They provide seamless service delivery to answer client questions, resolve problems, provide appropriate account maintenance, and look for opportunities to deepen relationships through digital solutions.


A Client Services Representative (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

You re the kind of person that (required skills):
Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients financial lives.

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.

Has a commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule.
Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays.
Communicates effectively and confidently with all clients to make their financial lives better.

Has the 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.

Is comfortable receiving ongoing performance feedback and coaching.
Has the ability to learn and adapt to new information and technology platforms.
Has at least an intermediate level of proficiency with computers and current technology.
Has 1+ years of customer/client service experience, including experience handling difficult client situations.

You ll be more prepared if you have (desired skills): 1+ years of experience in the banking/financial industry.
1+ years of experience working in a client service capacity.

Skills Used in this Role:
Customer Service
Customer Focus
Active Listening
Multitasking
Critical Thinking
Oral Communication
Learning Agility
Time Management
Consumer Products and Solutions
Credit Risk

Shift:1st shift (United States of America)

Hours Per Week: 40

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