Be an early applicantLess than 25 applicants

Company

Bank of America · 3 days ago

Wealth Management Client Care- Client Service Representative

Jacksonville, FL

Full-time

Onsite

Entry, Mid Level

1+ years exp

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Asset ManagementBanking

H1B Sponsor Likely

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Responsibilities

Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information

Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service

Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk

Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients

Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access

Qualification

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Risk ManagementBusiness AcumenDigital Banking KnowledgeIssue Management

Required

Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

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

Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule

Ability to handle confidential matters and sensitive information in a responsible manner

Dependable team-player attitude with an understanding that calls must be handled immediately

Applies strong critical thinking and problem-solving skills to meet clients’ needs

Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills

Ability to work under pressure

Can learn and understand technology to assist clients with the latest in Digital and Digital banking

Ability to engage with clients while navigating multiple screens – 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

8 Hour Shift; Sunday - Thursday or Tuesday - Saturday between the hours of 11:30 am – 8:00 pm EST; 40 hours per week.

Preferred

Experience working in a client focused environment, call center or a financial/banking center

Customer service experience

Knowledge of banking products, credit card products, financial terms and concepts

Company

Bank of America

Glassdoor

3.9

Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.

Founded in 1998

Charlotte, North Carolina, USA

10001+ employees

https://www.bankofamerica.com

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

2023 (422)

2022 (766)

2021 (728)

2020 (930)