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Client Services Representative II - Preferred Deposits - Bilingual Spanish
Client Services Representative II - Preferred Deposits - Bilingual SpanishNew Mexico Staffing • Rio Rancho, NM, US
Client Services Representative II - Preferred Deposits - Bilingual Spanish

Client Services Representative II - Preferred Deposits - Bilingual Spanish

New Mexico Staffing • Rio Rancho, NM, US
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  • [job_card.full_time]
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Client Services Representative II - Preferred Deposits - Bilingual Spanish

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. This includes our commitment to being an 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.

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 departments system, and financial controls

Required Qualifications :

  • Proficiency in Spanish and English
  • 1+ years of customer / client service experience, including experience handling difficult client situations
  • 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 clients 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
  • 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

    Shift : 1st shift (United States of America)

    Hours Per Week : 40

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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    Client Service Representative • Rio Rancho, NM, US

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