Client Solutions Advisor II

Bank of America; Phoenix (AZ); On-site; USD 25,000 - 30,000; Full time

Job summary

Bank of America in Phoenix is seeking a full-time contact center professional to handle inbound calls, chats, and emails with accuracy and empathy. You will resolve routine client questions, document interactions, and look for digital solutions to deepen relationships while adhering to bank policies and regulatory requirements.

This role requires reliability, weekend and holiday coverage, and a proactive mindset to learn new systems, with a structured training schedule starting January and

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

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

Fraud Management

Education

High School Diploma / GED

Job description

Bank of America in Phoenix is seeking a full-time contact center professional to handle inbound calls, chats, and emails with accuracy and empathy. You will resolve routine client questions, document interactions, and look for digital solutions to deepen relationships while adhering to bank policies and regulatory requirements.

This role requires reliability, weekend and holiday coverage, and a proactive mindset to learn new systems, with a structured training schedule starting January and