Full-Time

Client Services Representative II

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Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Junior

Fort Worth, TX, USA

Category
Customer Support
Customer Success & Support
Requirements
  • High School Diploma / GED / Secondary School or equivalent
  • 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
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 controls

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business accounts in the U.S. One of its key strengths is its position as a leading wealth management firm, as well as its prominence in corporate and investment banking and trading. Unlike many of its competitors, Bank of America combines a vast network of services with a strong focus on both personal and corporate financial needs. The goal of Bank of America is to help clients achieve their financial goals through comprehensive financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking meets demands of tech-savvy consumers.
  • ESG investing trend benefits Bank of America's wealth management services.
  • Blockchain technology offers potential cost savings and improved customer experience.

What critics are saying

  • Economic downturns could impact Bank of America's profitability and loan performance.
  • Regulatory changes may affect the bank's operations and compliance costs.
  • Cybersecurity threats pose risks to customer data and trust.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • It serves approximately 56 million U.S. consumer and small business relationships.
  • The company is among the world's leading wealth management firms.

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