Client Experience Specialist II

Bank of America; Rio Rancho (NM); On-site; USD 21,000 - 28,000; Full time

Job summary

Bank of America is seeking a client-focused concierge to handle routine requests via calls, chats, or emails in an inbound center. You will identify client needs, provide solutions, and maintain accurate data while working within regulated banking procedures.

The role emphasizes fast, clear communication, multi-tasking, and delivering a superior client experience, with potential onsite requirements and consistent performance expectations.

Qualifications

• 1+ years of customer/client service experience.
• Ability to handle difficult client situations.
• Experience in banking/financial industry is a plus.

Responsibilities

• Identifies client needs and recommends solutions when fraud has been identified.
• Records data captured during client interactions accurately.
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis.
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy.
• Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls.

Skills

Attention to Detail

Customer Service Management

Customer and Client Focus

Issue Management

Active Listening

Adaptability

Client Solutions Advisory

Data Collection and Entry

Problem Solving

Account Management

Analytical Thinking

Client Experience Branding

Fraud Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused concierge to handle routine requests via calls, chats, or emails in an inbound center. You will identify client needs, provide solutions, and maintain accurate data while working within regulated banking procedures.

The role emphasizes fast, clear communication, multi-tasking, and delivering a superior client experience, with potential onsite requirements and consistent performance expectations.