Bank of America

Bank of America

Client Relations Representative

Location : La Palma, CA, 90623

Job Type : Other

Date Posted : 17 December 2025

Client Relations Representative

About Bank of America:

Bank of America's core mission is to enrich financial experiences through the meaningful connections it cultivates. Responsible Growth acts as a guiding principle that steers the company's actions and ensures it fulfills its commitments to clients, staff, communities, and shareholders.

Bank of America upholds the significance of collaboration and adaptability within its workforce, employing a multifaceted framework of flexibility tailored to the diverse responsibilities across the organization.

At Bank of America, you can expect a rewarding career that enables you to learn new skills, expand your knowledge, and influence positive change. We encourage you to become a part of our team and make a real difference

Job Description:

Responsibilities of this position include addressing routine customer inquiries through inbound communication channels like phone calls, live chats, or email interactions within a contact center environment. Key tasks include operating in a demanding environment, ensuring accuracy, applying logical reasoning, managing multiple responsibilities, switching between systems, and effectively communicating solutions to enhance customer satisfaction. Expectations for the role comprise delivering seamless service by responding to customer queries, resolving issues, performing appropriate account maintenance, and exploring options to deepen relationships through digital solutions.

Responsibilities include:

  • Identifies client concerns and advises on potential actions following the detection of fraud
  • Accurately records the details collected from interactions with clients
  • Recognizes and advances items needing risk appraisal, exceptional management, or deeper investigation through suitable avenues
  • Engages in frequent reading of updates and educational content, adept at quickly applying newfound knowledge to conversations
  • Conforms to industry regulations, follows bank procedures, upholds the integrity of the department's system, and enforces financial controls

Required qualifications include:

  • Shows a deep sense of zeal, integrity, loyalty, and ambition to provide a valuable and distinctive service that enhances the financial circumstances of our clients
  • Shows a complete comprehension of how life occurrences can affect a client's financial standing and is willing to offer dynamic advice and tackle intricate client challenges through imaginative problem-solving methods
  • Displays a strong sense of dedication by consistently attending work with exceptional reliability and adhering to the agreed-upon schedule
  • Demonstrating a consistent and supportive team-oriented mentality that prioritizes immediate responses to calls, even during weekends and holidays
  • Demonstrates effective and assured communication when working with clients to enhance their financial situations
  • The capacity to interact with clients successfully involves initiating discussions, foreseeing client concerns, sharing information clearly and concisely, fostering a rapport, and handling objections adeptly
  • Accepts ongoing performance reviews and support
  • The skill to comprehend and adjust to novel information and technological platforms efficiently
  • A basic understanding of computers and modern technology is necessary
  • Possessing over a year of experience in addressing demanding client situations as part of customer service responsibilities

Desired qualifications include:

  • Possessing more than 12 months of expertise in the banking/financial domain
  • Possessing more than one year of experience interacting directly with clients

Skills include:

  • Attention to Detail
  • Customer Service Management
  • Focusing on meeting the demands and expectations of customers and clients is key
  • Issue Management
  • Active Listening
  • Adaptability
  • Client Solutions Advisory
  • Gathering and entering data
  • Problem Solving
  • Account Management
  • Analytical Thinking
  • Client Experience Branding
  • Fraud Management

The minimum education standard is met with a high school diploma, GED, or a comparable secondary school qualification

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