Client Services Representative I

Job Description:

Accountable for the successful resolution of all customer requests through seamless delivery of service and/or fulfillment requests by answering calls, chats or emails in a contact center environment. This is an inbound contact center role that requires sitting and taking calls for the entire shift, with structured breaks. Will handle routine account related transactions while delivering a great client experience. Works in a fast paced environment that requires accuracy, use of logic skills while multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner. May be required to provide professional written responses using proper spelling and grammar. Requires knowledge of multiple Bank products. Involves referring customers to the appropriate line of business for products not supported, through a variety of communications channels. Must successfully navigate the organization to resolve customer requests. Ensures all actions are resolved in compliance with industry regulations and bank procedures, integrity levels of the departments system and financial controls. Will be required to meet and/or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds. Will be required to quickly read frequent updates and learning materials, often while on the call, and must be able to implement immediately into calls with accuracy. Minimum 1 year of contact center or equivalent customer service experience preferred.

Schedule: Must be able to work Monday – Friday from 10:00am to 7pm.

Hello. I’m Jamilla, and I work here at Bank of America as a Client Services Representative. Before we jump into the qualifications for the role, I thought I’d take a moment and introduce you to a day in the life of a Client Services Representative.

Our customers are at the heart of everything we do. As a Client Services Representative, I make sure they know it.

I’m the first point of contact for our customers so it’s up to me to make sure their experience is a good one. I answer calls, text messages, and emails and provide stellar service. I need to understand our products and how to perform transactions, refer customers to the right person, solve problems, investigate issues and work with other departments to fulfill requests. Basically, I create and maintain the relationships that keep our customers loyal and happy.

My team genuinely likes working together. We’re all different: different backgrounds, sexual orientations, gender identities, cultures, ethnicities. But we share a commitment to each other, and many of us are involved in company-sponsored Employee Networks. The company supports us in other ways too, with benefits like parental leave, tuition reimbursement, career development and more.

As a Client Services Representative, I know I’m doing something important. I’m making an impact on our customers as well as my own career.

If client services sounds like your next challenge, please apply. And good luck!

Required skills:

You…

Are proactive and passionate
Work best as part of a team
Take pride in your work
Have at least intermediate-level computer skills
Have a strong ability to engage and build rapport with customers
Are comfortable with frequent change and working in a fast-paced environment
Are comfortable with learning new technologies and processes
Are comfortable in your ability to engage with customers (begin a conversation, build rapport, and handle objections)
Are comfortable receiving ongoing performance feedback and coaching
Are comfortable with ongoing change and learning new technology/processes
Are confident with proper training in your ability to analyze and resolve customer inquiries
Are confident with proper training in your ability to provide a positive customer experience through creative solutions