Bank of America · 1 month ago
Client Services Representative III - Bilingual Mandarin
Bank of America is committed to helping make financial lives better through every connection. The Client Services Representative III - Bilingual Mandarin is responsible for resolving complex client requests in an inbound contact center environment, ensuring a great client experience while providing seamless service delivery.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Identifies client needs and recommends solutions
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
Resolves common request types and applies knowledge of expanded scope to additional specialty requests that have increased complexity and risk
Navigates multiple systems, products, or skills to resolve client needs
Qualification
Required
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
1+ years of customer/client service experience, including experience handling difficult client situations
Proficient in English and Mandarin
Preferred
1+ years of experience in the banking/financial industry
2+ years of experience working in a client service capacity
Benefits
Industry-leading benefits
Access to paid time off
Resources and support to our employees
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
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Company data provided by crunchbase