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9B
94-1687665 Bank of America, National Association
Client Services Representative II
Career Insights for Client Service Representative / Associate
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Scorecard
Based on California data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$50,135 / year median in California
-6% projected decline
Job Description
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths- whether shaped by military service, community college education, or a wide range of work and life experiences.
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 controlsRequired 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 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 Communicates effectively and confidently with all clients to make their financial lives better 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 Comfortable receiving ongoing performance feedback and coaching Ability to learn and adapt to new information and technology platforms Minimum of an intermediate level of proficiency with computers and current technology 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 capacitySkills:
Attention toDetail 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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.Shift:
1st shift (United States of America)Hours Per Week:
40 Pay Transparency details US- CA•Glendale•345 N Brand Blvd•
GLENDALE MAIN OFFICE
(CA8109) Pay and benefits information Pay range $25.00- $27.
Benefits
- Paid Time Off (PTO)
- Dental Insurance