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Client Relations Specialist II

2 months ago

Alhambra, California, United States Bank of America Full time

Job Overview:


At Bank of America, our mission is to enhance financial well-being through meaningful connections.

We are committed to Responsible Growth, which defines our operations and our dedication to clients, employees, communities, and shareholders alike.

Creating a supportive work environment is crucial to our success, and we prioritize diversity and inclusion across our global workforce.

We actively seek individuals from various backgrounds and experiences, providing substantial benefits to promote the physical, emotional, and financial health of our employees and their families.Bank of America values collaboration while also recognizing the importance of flexibility for our workforce. Our approach to flexibility is tailored to the specific roles within our organization.

Joining Bank of America offers a rewarding career with opportunities for professional development, growth, and the chance to make a significant impact.


Position Summary:


This role is focused on addressing standard client inquiries via phone, chat, or email within an inbound customer service center.

Key duties involve navigating a dynamic environment, ensuring precision, employing logical reasoning, managing multiple tasks, switching between systems, and effectively communicating solutions while providing an exceptional client experience.

Expectations for this role include delivering seamless service by responding to client inquiries, resolving issues, performing necessary account maintenance, and identifying opportunities to enhance relationships through digital solutions.


Key Responsibilities:
• Assess client requirements and propose solutions when fraud is detected
• Accurately document information gathered during client interactions
• Recognize and escalate issues through the appropriate channels for risk assessment, exception handling, or further evaluation
• Stay updated with frequent learning materials and integrate them into client conversations with efficiency and accuracy
• Adhere to industry regulations, internal procedures, and the integrity standards of the department's systems and financial controls

Essential Skills:
• Attention to Detail
• Customer Service Excellence
• Client-Centric Approach
• Issue Resolution
• Active Listening Skills
• Adaptability
• Client Solutions Expertise
• Data Entry and Management
• Problem-Solving Skills
• Account Oversight
• Analytical Skills
• Client Experience Enhancement
• Fraud Prevention

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

Work Schedule:
1st shift (United States of America) Hours Per Week: 40
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