Client Services Representative II

3 days ago


Phoenix, United States Disability Solutions 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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:
  • 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


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


Skills:
  • 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


Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Class Start Date: February 24, 2025

Shift:
1st shift (United States of America)

Hours Per Week:
40

  • Phoenix, United States Cetera Financial Group Full time

    Job DescriptionThis person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...


  • Phoenix, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...


  • Phoenix, 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, Solutions Advisor, Client, Retail, Banking


  • Phoenix, United States Howard Air Full time

    Job DescriptionJob DescriptionJob OverviewAre you passionate about delivering outstanding customer service? We’re looking for enthusiastic Client Services Representatives! Join Howard Air, and you’ll be the friendly voice helping our clients navigate their needs and ensure they have a seamless and enjoyable experience.As a Client Services Representative,...


  • Phoenix, United States Howard Air Full time

    Job Overview Are you passionate about delivering outstanding customer service? We’re looking for enthusiastic Client Services Representatives! Join Howard Air, and you’ll be the friendly voice helping our clients navigate their needs and ensure they have a seamless and enjoyable experience. As a Client Services Representative, you’ll engage with...


  • Phoenix, Arizona, United States First Citizens Bank Full time

    Job SummaryThis is a hybrid role where you will be working both in and out of the office. As a Client Service Specialist II, you will be the primary point of contact for commercial client requests on the Client Onboarding team. You will be responsible for servicing client requests, which may include account opening, account servicing, bank transaction...


  • Phoenix, Arizona, United States Bank of America Full time

    Job Description:Retail Banking Customer Support SpecialistAbout the Job:We are seeking a motivated and detail-oriented Retail Banking Customer Support Specialist to join our team at Bank of America in Phoenix, Arizona. This role is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment.Key...


  • Phoenix, AZ, United States Howard Air Full time

    Job Overview Are you passionate about delivering outstanding customer service? We’re looking for enthusiastic Client Services Representatives! Join Howard Air, and you’ll be the friendly voice helping our clients navigate their needs and ensure they have a seamless and enjoyable experience. As a Client Services Representative, you’ll engage with...


  • Phoenix, 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every da Client Service, Fraud, Representative, 2nd Shift, Financial, Retail, Banking, Client


  • Phoenix, Arizona, United States Bank of America Full time

    Bank of America seeks a skilled Client Services Representative II to join its team on the 1st shift. As a member of the contact center, you will play a vital role in resolving client requests through calls, chats, or emails. The ideal candidate will possess strong communication skills, be able to work in a fast-paced environment, and have excellent...


  • Phoenix, United States Kimco Staffing Services Full time

    Job DescriptionJob DescriptionKimco Staffing is hiring for Customer Service Representative   in Arizona!Title: Customer Service RepresentativeHours : 6 am – 2:30 pmMonday – Friday  ( overtime as needed on Saturdays)Pay: $20-$23 DOEResponsibilities: Provide customers with pricing, delivery, and product information.Answer customer questions, resolve...


  • Phoenix, United States Paychex Full time

    Overview: Under a significant level of guidance and direction, provides customer service for one Paychex product. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in accordance with Paychex policies and procedures. Responsibilities: LOCATION: Please note this...


  • Phoenix, United States Flagstar Bank Full time

    The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can...


  • Phoenix, Arizona, United States First Citizens Bank Full time

    Job SummaryWe are seeking a Commercial Client Services Specialist to join our team. This role will provide exceptional client support and act as the primary contact for commercial client requests.About the RoleThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. As a Commercial Client...


  • Phoenix, United States Flagstar Bank Full time

    The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can...


  • Phoenix, United States Firefighter Insurance Services Full time

    This is a remote position. Candidates must reside in the state of Arizona, Nevada, Texas or Washington.Firefighter Insurance Services has deep roots in the fire industry. We were founded by a 3rd generation retired California firefighter and we know the Fire Family better than anyone!The Customer Service Representative is responsible for servicing all...


  • Phoenix, United States Kelly Services, Inc. Full time

    L The Producer Services Representative role supports the Producer Services contact center by servicing customers through inbound/outbound calls and emails. l Ideal candidates thrive in a fast-paced environment, demonstrate attention to detail, excel Customer Service Representative, Producer, Customer Service, Customer Experience, Representative, Service,...

  • Client Representative

    4 months ago


    Phoenix, United States Jewish Family & Children's Service Full time

    Overview: Position Available at: West Valley Clinic Client Representative: The Client Representative will act as the front-desk agent for the clinic, providing clerical and intake support necessary for the effective provision of services to clients. Responsibilities: Inquires about the clients health and wellness needs and assist in coordinating those...

  • Client Representative

    6 months ago


    Phoenix, United States Jewish Family & Children's Service Full time

    Overview: **West Valley Location** Jewish Family and Childrens Services (JFCS) values each and every talented applicant, regardless of religious beliefs, race, age, origin, gender, sexual orientation, or cultural background. JFCS places a high value on inclusion and diversity, whether that applies to our employees or the nearly 40,000 clients receiving our...


  • Phoenix, 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every da Client Service, Fraud, Spanish, Bilingual, Representative, 2nd Shift, Banking, Education