Full-Time

Client Services Representative II

Posted on 7/3/2025

Deadline 7/9/25
Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Compensation Overview

$24 - $26.97/hr

Junior, Mid

Las Vegas, NV, USA

In Person

In-office attendance is required.

Category
Customer Experience & Support
Customer Support
Required Skills
Financial analysis
Customer Service
Requirements
  • 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 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
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
Desired Qualifications
  • 1+ years of experience in the banking/financial industry
  • 1+ years of experience working in a client service capacity​

Bank of America provides a wide range of financial services, including banking, investing, asset management, and risk management products. It caters to individuals, small and medium-sized businesses, and large corporations, serving around 56 million consumer and small business accounts in the U.S. The company's services include personal banking, credit cards, loans, and investment options. Bank of America stands out from its competitors by being a leading wealth management firm and a major player in corporate and investment banking. Its goal is to help clients achieve their financial objectives through comprehensive financial solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased involvement in AI financing, as seen with Vultr's $329 million debt financing.
  • Strong position in corporate lending, evidenced by the $2 billion agreement with Conagra Brands.
  • Support for SMEs in the UK enhances international presence, shown by Propel Finance's funding.

What critics are saying

  • Increased competition in the credit facility market may lead to tighter margins.
  • Alternative financing options like Vultr's debt financing could divert potential clients.
  • Heightened credit risk exposure due to numerous credit agreements if economic conditions worsen.

What makes Bank of America unique

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

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget

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