1+ months

Client Service Representative

Chandler, AZ 85286
Client Service Representative



Chandler, Arizona



**Job Description:**



As a Wealth Management Client Services Representatives you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to our Merrill Wealth Management clients regarding their banking and brokerage accounts, credit and debit cards, small business accounts, home loans and / or online banking.



**What youll do:**



-Effectively educate, promote and guide clients through our online and mobile self-service capabilities at every opportunity.



-Provide clients with clear, complete and accurate responses to their questions and inquiries at point of call



-Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risks



-Error-free and timely processing of client requests (i.e. cred card payments, transfers within accounts, setting up online banking access, credit or debit card activation, etc.)



-Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research and resolve issues with client accounts



-Display passion, commitment and deliver an experience that improves our customers financial lives



**Required skills:**



-Must demonstrate the ability to effectively promote and verbally navigate clients through online and mobile self-service options



-Experience verbally delivering complex information clearly, concisely and understandable to the client, while quickly establishing rapport and exuding positivity and confidence



-Must possess the skills to navigate between multiple screens, keep the client fully engaged and manage call time, while quickly and accurately typing relevant notes and processing information in the system



-Experience effectively deescalating customer concerns and handling objections



-Must have experience with gathering, absorbing and using facts / information to make effective decisions and develop sustainable solutions to problems / issues



-Demonstrated ability to quickly learn, adapt and become highly efficient on new and / or changing systems, applications, policies and procedures



-Proven experience fully adhering to process, policies, procedures, laws and regulatory requirements during all interactions, while working in a fast paced production environment



-Must be available for 6 weeks of training scheduled Monday Friday, 8:00 am 5:00 pm



-Must be flexible to work various shifts; including Saturdays and Sundays. 40 hours per week. Shifts can be scheduled between the hours of 7:00 AM - 2:30 AM (midnight), Monday Sunday



**Desired skills:**



-Understanding of terminology for banking and brokerage accounts, cards, small business accounts, home loans and / or online banking



-Inbound call center experience



***Multiple Shifts Available***



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-20029765



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Referral Bonus:











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 and affirmative action, 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.





To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .


To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf .











Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.





To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2020-07-07 Expires: 2020-10-03

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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Client Service Representative

Bank of America
Chandler, AZ 85286

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