Client Services Representative II-Small Business Deposits

Bank of America; Phoenix (AZ); On-site; USD 38,000 - 48,000; Full time

Job summary

Bank of America in Phoenix, AZ is seeking a motivated service professional to resolve routine client requests via calls, chats, or emails within an inbound contact center.

You will maintain accurate records, follow procedures, and work to deepen client relationships through digital solutions while meeting regulatory and quality expectations.

Qualifications

• Minimum education: High School Diploma or GED.
• 1+ years of customer service experience, including handling difficult client situations.
• Good communication and problem-solving skills; ability to work across teams.

Responsibilities

• Identify client needs and provide appropriate solutions via calls/chats/emails.
• Accurately record data captured during client interactions.
• Escalate items requiring risk review or further analysis through proper channels.
• Read updates and training materials and apply learnings in conversations with speed and accuracy.
• Comply with banking regulations, procedures, and financial controls.

Skills

Attention to Detail

Customer Service

Active Listening

Problem Solving

Communication

Adaptability

Data Entry

Fraud Management

Education

High School Diploma / GED

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions.

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

“Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy”

Start Date

January 11th, 2027

Shifts

Tuesday through-Fri 9:30am - 6:00pm & Saturday 8:30am - 5pm. and/or Monday, Tuesday, Wednesday and Friday 9:00am - 8:00pm (4x10)

Training Required

January 11th through March 10th 8:30am -5:00pm/Skill Up Training March 11th through April 7th 9:30am-6:00pm

Permanent Schedules Starts

April 8th/April 11th

Required Qualifications

• Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
• Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
• Shows 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
• Communicates effectively and confidently with all clients to make their financial lives better
• Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
• Comfortable receiving ongoing performance feedback and coaching
• Ability to learn and adapt to new information and technology platforms
• Minimum of an intermediate level of proficiency with computers and current technology
• 1+ years of customer/client service experience, including experience handling difficult client situations

Desired Qualifications

• 1+ years of experience in the banking/financial industry
• 1+ years of experience working in a client service capacity

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40