Client Success Specialist II

National Black MBA Association; Glendale, Northern (CA, KY); Hybrid; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Glendale, CA seeks a customer service professional to handle inbound calls, chats, and emails in a high-volume environment. You will resolve routine requests, document interactions, and maintain accuracy while delivering a positive client experience.

The role requires strong communication, problem-solving, and the ability to work with digital solutions. On-site work is expected, with benefits eligible for eligible employees.

Qualifications

• Attention to detail to accurately record client interactions and data.
• Strong client service mindset with a focus on resolving questions and problems.
• Ability to communicate clearly and effectively with clients to improve financial outcomes.

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 or further analysis.
• Reads updates and learning materials during calls and applies them quickly into conversations.
• Complies with regulations, bank procedures, 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 / Secondary School or equivalent

Job description

Bank of America in Glendale, CA seeks a customer service professional to handle inbound calls, chats, and emails in a high-volume environment. You will resolve routine requests, document interactions, and maintain accuracy while delivering a positive client experience.

The role requires strong communication, problem-solving, and the ability to work with digital solutions. On-site work is expected, with benefits eligible for eligible employees.