Bank of America

Bank of America

Client Support Specialist

Location : Walnut, CA, 91795

Job Type : Other

Date Posted : 6 June 2026

Client Support Specialist

Job Description:

This role involves handling typical client requests via inbound communication channels such as phone conversations, online chats, or email communications within a contact center. Primary responsibilities encompass operating in a challenging setting, guaranteeing precision, utilizing logical thinking, juggling various tasks, navigating between different systems, and articulating resolutions while providing exceptional client support. The main duties involve delivering efficient service by responding to client inquiries, resolving issues, conducting necessary account upkeep, and seeking opportunities to strengthen relationships through digital methods.

Responsibilities include:

  • Determines client needs and offers solutions upon the discovery of fraud
  • Ensures the precise documentation of data gathered in client communications
  • Identifies and raises issues that demand risk evaluation, special treatment, or additional examination through the proper pathways
  • Demonstrates a commitment to staying informed through continuous learning, swiftly incorporating new information into conversations
  • Ensures compliance with industry regulations, adherence to bank procedures, integrity of the department's system, and enforcement of financial controls

Required qualifications include:

  • Exhibits a strong dedication, honesty, passion, and determination to offer a unique and beneficial service that enhances the financial situations of our clients
  • Possesses a deep understanding of the ways in which life events can shape a client's financial position and is ready to provide hands-on recommendations and address challenging client issues using inventive problem-solving techniques
  • Exhibits a strong commitment to upholding a stellar attendance record and proving reliability by adhering to the established work timetable
  • Possessing a trustworthy and collaborative approach towards handling calls promptly, regardless of weekends and holidays
  • Skillfully interacts with clients in a way that improves their financial circumstances
  • Proficiency in client engagement encompasses the skill to start discussions, foresee client queries, communicate information clearly, establish a relationship, and manage any objections that may arise
  • Willing to receive continuous feedback and mentoring
  • Being able to grasp and accommodate new information and advancements in technology platforms
  • Competence with computers and up-to-date technology is essential
  • More than a year of hands-on experience in client servicing, dealing with various difficult client scenarios

Desired qualifications include:

  • Over a year of practical experience in the banking and financial field
  • Over a year of hands-on involvement in client service roles

Skills include:

  • Attention to Detail
  • Customer Service Management
  • Placing a strong emphasis on delivering exceptional service to customers and clients is crucial
  • Issue Management
  • Active Listening
  • Adaptability
  • Client Solutions Advisory
  • Collecting and recording information
  • Problem Solving
  • Account Management
  • Analytical Thinking
  • Client Experience Branding
  • Fraud Management

A high school diploma, GED, or its equivalent from a secondary school is the minimum educational requirement

About Bank of America:

Bank of America is committed to improving financial well-being by fostering meaningful connections and prioritizing sustainable business practices. Responsible Growth is ingrained in the company culture as a means of consistently meeting the needs of clients, employees, localities, and investors.

Bank of America prioritizes teamwork and adaptability for its staff by implementing a variety of flexible work options suited to the needs of each position.

Opportunities for growth and development, as well as the ability to create a meaningful impact, are abundant at Bank of America. We invite you to join us in shaping a better future through your work with us

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