Client Services Representative II - 1st shift

Merrill

4

(5)

Phoenix, AZ

Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • #23019676

    Position summary

    anization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:
    This role is responsible for the resolution of routine client requests by answering calls, chats or emails in an inbound contact center environment. These individuals work in a fast paced environment that requires accuracy, use of logic, multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner while delivering a great client experience. They provide seamless service delivery to answer client questions, resolve problems, provide appropriate account maintenance, and look for opportunities to deepen relationships through digital solutions. 

    A Client Services Representative (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

    You’re the kind of person that (required skills):
    • 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.
    • Has a commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule.
    • Has a 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.
    • Has the 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.
    • Is comfortable receiving ongoing performance feedback and coaching.
    • Has the ability to learn and adapt to new information and technology platforms.
    • Has at least an intermediate level of proficiency with computers and current technology.
    • Has 1+ years of customer/client service experience, including experience handling difficult client situations.

    You’ll be more prepared if you have (desired skills):
    • 1+ years of experience in the banking/financial industry.
    • 1+ years of experience working in a client service capacity.

    Skills Used in this Role:
    • Customer Service
    • Customer Focus
    • Active Listening
    • Multitasking
    • Critical Thinking
    • Oral Communication
    • Learning Agility
    • Time Management
    • Consumer Products and Solutions
    • Credit Risk

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40

    Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.