Home
/
Customer Service
/
Client Services Representative II - Bilingual Spanish
Client Services Representative II - Bilingual Spanish-November 2024
Las Vegas
Nov 23, 2024
ABOUT MERRILL
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue the
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Client Services Representative II - Bilingual Spanish

  Job Description:

  At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

  One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

  Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

  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):

  • Bilingual Spanish REQUIRED

  • Has 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.

  • 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.

  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

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Customer Service Representative
Company: US1630 Bellissimo Distribution, LLC - Greco Illinois Zip Code: 60103 Minimum Level of Education: High School or Equivalent Minimum Years of Experience: 1 Year Employment Type: Full Time Trav
Customer Service Representative
Company: US1142 Buckhead Meat of Dallas, Inc. Zip Code: 75237 Minimum Level of Education: High School or Equivalent Minimum Years of Experience: 1 Year Employment Type: Full Time Travel Percentage: C
Account Manager
Position: Account Manager Job Description: What You'll Be Doing • Primary responsibility is to build & maintain influential relationships with customers, suppliers and Arrow partners creating dem
Customer Service Rep (Hybrid)
Click here - See how you can Keep the World Working with Grainger! We're hiring full-time INBOUND phone Customer Service Representatives to start in February 2024! You'll be part of a team reporting
Fraud Client Services Representative - 2nd Shift - Bilingual Spanish
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Client Services Representative II - Preferred Deposits - 2nd Shift
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Member Service Representative (Full-Time) - Junction City
Overview To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate I
Technical Support Analyst
Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities a
Enterprise Account Manager - Warsaw
---- What the Candidate Will Do ---- Drive our business performance in your assigned portfolio by focusing on improving the experience for restaurants, delivery partners, and consumers using our plat
Data Center Customer Operations
Who are we? Equinix is the world's digital infrastructure company®, operating over 250 data centers across the globe. Digital leaders harness Equinix's trusted platform to bring together and intercon
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved