Bank of America

Bank of America

Customer Solutions Representative

Location : La Palma, CA, 90623

Job Type : Other

Date Posted : 17 December 2025

Customer Solutions Representative

Bank of America Employment Opening:

Bank of America's primary focus is on enhancing financial well-being through the influence of every relationship it forges. Responsible Growth shapes the company's strategies and practices, enabling it to cater to the needs of clients, empower employees, engage with communities, and reward shareholders.

Bank of America recognizes the importance of teamwork and flexibility in its workforce, employing a versatile approach that caters to the specific requirements of different roles.

Bank of America provides a platform for professional growth, learning opportunities, and the ability to create a meaningful impact within the organization. We welcome you to join us and play a pivotal role in making a difference

Job Description:

The job entails resolving common client inquiries via inbound communication avenues like phone calls, online chats, or email exchanges in a contact center atmosphere. Primary functions consist of operating in a demanding environment, ensuring accuracy, employing logical reasoning, managing numerous tasks, shifting between platforms, and articulating solutions proficiently to ensure client satisfaction. The primary duty is to provide efficient service by addressing client questions, troubleshooting problems, managing account maintenance, and exploring means to strengthen relationships using digital solutions.

Skills include:

  • Attention to Detail
  • Customer Service Management
  • Centering efforts on enhancing the satisfaction and experience of customers and clients is important
  • Issue Management
  • Active Listening
  • Adaptability
  • Client Solutions Advisory
  • Collection and logging of data
  • Problem Solving
  • Account Management
  • Analytical Thinking
  • Client Experience Branding
  • Fraud Management

Attainment of a high school diploma, GED, or an equivalent secondary school certification is mandatory

Responsibilities include:

  • Acknowledges client needs and puts forward solutions for addressing identified instances of fraud
  • Ensures the accurate capturing of data from interactions with clients
  • Recognizes and raises through suitable channels any items necessitating risk review, exception management, or extended scrutiny
  • Shows a dedication to remaining up-to-date by regularly consuming new information, promptly utilizing it in conversations effectively
  • Upholds industry regulations, follows bank procedures, ensures integrity in the department's system, and enforces financial controls

Required qualifications include:

  • Projects a fervor, honesty, loyalty, and determination to provide a favorable and unique service that betters the financial lives of our clients
  • Has a thorough understanding of how life events can influence a client's financial condition and is prepared to offer proactive guidance and handle complex client problems by implementing innovative solutions
  • Shows a high level of commitment to maintaining excellent attendance and reliability by adhering to the agreed-upon work schedule
  • Having a reliable and harmonious team mindset that emphasizes the importance of responding to calls immediately, even on weekends and holidays
  • Engages clients in effective and assertive communication to positively impact their financial futures
  • Engaging with clients proficiently encompasses the ability to initiate conversations, anticipate client inquiries, communicate information clearly and understandably, establish rapport, and address objections competently
  • Comfortable with repeated performance evaluations and advice
  • Being adept at acquiring knowledge and adapting to emerging information and technology platforms
  • An intermediate level of skill with computers and the latest technology is expected
  • A track record of over a year in customer/client service roles, highlighting adeptness in handling tough client interactions

Desired qualifications include:

  • Experienced professional with a background exceeding a year in banking/finance
  • Demonstrated track record of working in client-facing roles for at least a year

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