Bank of America

Client Services Representative II

Bank of America

Utica, NY, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you passionate about providing exceptional customer service? Do you thrive in a fast-paced environment? Look no further, Bank of America is seeking a knowledgeable and driven Client Services Representative II to join our dynamic team. As a Client Services Representative II, you will have the opportunity to build strong relationships with our clients and assist them with their financial needs. We are looking for individuals who possess excellent communication skills, have a strong attention to detail, and can handle multiple tasks efficiently. If you are a team player who is dedicated to delivering top-notch service, we encourage you to apply for this exciting opportunity.

  1. Provide exceptional customer service to clients, ensuring their needs are met and their inquiries are addressed promptly and accurately.
  2. Develop and maintain strong relationships with clients, building trust and loyalty.
  3. Assist clients with their financial needs, including account inquiries, transactions, and issue resolution.
  4. Handle a high volume of customer interactions in a fast-paced environment.
  5. Communicate effectively with clients, both verbally and in writing, to provide clear and accurate information.
  6. Pay close attention to detail to ensure accuracy in all transactions and client interactions.
  7. Utilize multiple systems and tools to efficiently and effectively assist clients.
  8. Collaborate with team members to provide a seamless and positive customer experience.
  9. Stay up-to-date on product and service offerings to provide accurate and comprehensive information to clients.
  10. Adhere to company policies, procedures, and regulatory guidelines.
  11. Proactively identify and escalate potential issues or areas for improvement.
  12. Maintain confidentiality and security of client information.
  13. Participate in ongoing training and development to enhance job knowledge and skills.
  14. Demonstrate a strong work ethic and commitment to delivering top-notch service.
  15. Contribute to a positive and collaborative team environment.
  16. Adhere to all company and industry regulations and ethical standards.
  17. Meet or exceed performance metrics and goals as set by the company.
  18. Continuously seek out ways to improve the customer experience and streamline processes.
  19. Act as a brand ambassador for Bank of America, representing the company in a professional and positive manner.
  20. Embrace and embody the company's values and mission.
Where is this job?
This job is located at Utica, NY, USA
Job Qualifications
  • Bachelor's Degree In A Related Field Such As Finance, Economics, Or Business Administration.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build Rapport And Maintain Positive Relationships With Clients.

  • Minimum Of 2 Years Of Experience In A Customer Service Or Client-Facing Role Within The Banking Or Financial Services Industry.

  • Strong Understanding Of Banking Products, Services, And Procedures, As Well As Regulatory And Compliance Requirements.

  • Proficiency In Microsoft Office And Customer Relationship Management (Crm) Software.

Required Skills
  • Communication

  • Time Management

  • Multitasking

  • Attention to detail

  • Conflict Resolution

  • customer service

  • Relationship Building

  • Teamwork

  • Problem-Solving

  • Technical Proficiency

  • Sales Acumen

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • flexibility

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Services Representative II in Utica, NY, USA is between $35,000 and $45,000 per year. However, this can vary based on factors such as the company, experience, and qualifications of the individual.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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