Home
/
Customer Service
/
Client Services Representative II- Utica, NY- 2nd Shift
Client Services Representative II- Utica, NY- 2nd Shift-September 2024
Utica
Sep 22, 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- Utica, NY- 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 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):

  • 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:

  2nd 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
Senior Technical Support Engineer
#LI-FR2 We are Datadog's in-house product experts. The Technical Solutions team enables Datadog's worldwide growth by educating potential clients and ensuring that existing customers are happy and su
Customer Service Representative-Remote
TransUnion's Job Applicant Privacy Notice What We'll Bring: We are looking for a Customer Service Support Representative to join our successful Client Services Sales team. This position will be respo
International Client Service Associate
Overview Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus
Client Solutions Manager, Apps & Gaming (Türkiye)
The Client Solutions Manager for Meta's Global Business Group team partners with our most strategic clients to make sure they are successful with Meta. This is an outstanding opportunity to be at the
Customer Business Director
Date Posted: 2023-07-02 Country: Japan Location: JPN13111: RII Tokyo Japan, 1-11-44, Akasaka, Minato-ku M/S 12 Floor, Tokyo, 107-0052, Japan Position Role Type: Unspecified Customer Business Director
Microsoft Dynamics 365 Customer Engagement, Manager
A career in our Microsoft Dynamics team will provide the opportunity to help our clients transform their technology landscape across Front, Back and Mid-Office functions leveraging Microsoft Dynamics
Call Center Representative
About Accolade Accolade (Nasdaq: ACCD) provides millions of people and their families with an exceptional healthcare experience that is personal, data driven and value based to help every person live
IT Client Service Owner
Our story At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to Be A
Service Administrator
Service Administrator Description We are looking for a talented Service Administrator to join our team specializing in Service for our Sales and Service department at our branch in Tampa, FL. In this
Teller PT
Employment Type: Part-Time, On-site #LI-ONSITE This Teller position starts at $15.60 per hour with an uncapped incentive opportunity based off individual performance. We also offer the following bene
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved