Wealth Management Client Services Credit Card - Client Service Representative Job at Bank of America Corporation, Chandler, AZ

TVJyeHJBRmhPMVlvR09UaXVhM0xaN2tLUFE9PQ==
  • Bank of America Corporation
  • Chandler, AZ

Job Description

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused.


This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

* 2nd and 3rd shifts available : Monday through Sunday : 9:00 pm EST through 8:00 am EST flexibility

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  

Required Qualifications:

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

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

  • Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays

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

Skills:

  • Account Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Active Listening
  • Adaptability
  • Problem Solving
  • Risk Management
  • Attention to Detail
  • Business Acumen
  • Valuation Ethics and Practice Standards

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

Shift:

2nd shift (United States of America)

Hours Per Week: 

40

Job Tags

Full time, Work at office, Immediate start, Shift work, Afternoon shift,

Similar Jobs

Boston Medical Center

Off Shift Supervisor RN 24 Hours, (Evenings, Every 3rd Weekend) Job at Boston Medical Center

 ...POSITION SUMMARY : The Off-Shift Nurse Manager is a professional nurse who functions as both an administrative and clinical leader...  ...as management of fiscal and other resources during off-shifts, weekends and holidays. Position: Off Shift Supervisor RN... 

VP Management

Staff CPA Job at VP Management

 ...dynamic growth-oriented organization with a fantastic corporate culture? Looking for a corporate accountant where candidate should hold a CPA certification to prepare and file corporate tax returns for multiple organizations. Review and audit internal financials, organize... 

Skyworks

Industrial Engineering Intern Job at Skyworks

 ...expertise and one of the most extensive product portfolios in the industry, we are Connecting Everyone and Everything, All the Time....  ...Description We are seeking a Summer Intern to join the Industrial Engineering Team. In this role, you will use Industrial Engineering... 

GreatAuPair LLC

Au Pair Job at GreatAuPair LLC

After-School Support: Safely welcome boys home from school (14:30 and 16:30). Engage in imaginative activities. Behavioral Support: Employ redirection techniques when needed. Assist with homework, fostering a positive learning environment. Evening Routine: Support until... 

Terra Kai JUCE Organics

Sales Brand Ambassador - Arvada Job at Terra Kai JUCE Organics

 ...If you are into health and wellness, eating healthy, into fitness, taking care of yourself and helping others, and being able to...  ...looking for passionate individuals to join our team as Sales Brand Ambassadors, you will be the face of our brand, engaging with customers actively...