Client Solutions Financial Services Associate

Bank of America; Charlotte (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is seeking a front-line Customer Service/Client Solutions professional in the United States. The role focuses on answering detailed questions about products, accounts, and financial services, and educating clients on value-added opportunities.

You will triage client requests, resolve escalated inquiries, and refer clients to internal specialists while upholding procedures and guidelines to ensure timely, accurate service.

Qualifications

• High school diploma or equivalent.
• Bachelor’s degree preferred or equivalent experience in a performance-based environment.
• Strong communication and interpersonal skills.
• Proven ability to manage multiple client requests and deliver timely solutions.
• Proficiency with Microsoft Office and basic computer applications.

Responsibilities

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
• Triages client requests and makes referrals to appropriate internal specialists
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer and Client Focus

Oral Communications

Account Management

Client Experience Branding

Decision Making

Emotional Intelligence

Result Orientation

Adaptability

Coaching

Prioritization

Referral Identification

Written Communications

Education

Bachelor’s degree in a relevant field

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a front-line Customer Service/Client Solutions professional in the United States. The role focuses on answering detailed questions about products, accounts, and financial services, and educating clients on value-added opportunities.

You will triage client requests, resolve escalated inquiries, and refer clients to internal specialists while upholding procedures and guidelines to ensure timely, accurate service.