Sr Service Specialist

Bank of America; Florida; On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking a bilingual customer service specialist in the United States to assist high-revenue clients via email or phone, handling treasury, cash management, card and depository inquiries. You will read, analyze and determine appropriate resolutions to requests.

Responsibilities include resolving issues, deepening internal partner relationships and supporting client questions using bank systems. Strong Spanish skills and banking/QA experience are required.

Qualifications

• 1-2 years Banking/Financial industry experience.
• 1+ years of experience working with customers.
• 1+ years Quality Assurance experience.
• Strong attention to detail.
• Excellent oral and written communication; active listening.
• Ability to function in a fast-paced, self-directed environment.

Responsibilities

• Receive and respond to requests by email or phone; provides resolution.
• Interact with internal partners and clients to deepen relationships and client delight.
• Conduct limited research and respond to client questions and inquiries.
• Utilize bank systems to support client requests.

Skills

Spanish

Portuguese

Banking experience

Customer service

Quality Assurance

Attention to detail

Adaptability

Communication

Active listening

Time management

Critical thinking

Relationship building

Interpersonal skills

Problem solving

Tools

Outlook

Excel

PowerPoint

Word

Copilot

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:

First point of contact for inquiries received from high revenue clients via email or phone channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests consist of treasury, cash management, card and/or depository products. May work with internal business partners to provide resolution to client inquiries, issues, and/or technical support.

Responsibilities:

Receive and respond to requests received by email or phone; Provides resolution for requests received via phone or email; Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.

Requirements:

• Spanish required, Portuguese a plus.
• 1-2 years Banking/Financial industry experience.
• 1+ years of experience working with customers.
• 1+ years Quality Assurance experience
• Strong Attention to detail
• Ability to function successfully on a self-directed basis in a fast paced environment with competing priorities under time pressure
• Good Oral & Written Communication
• Active Listening skills
• Strong time Management skills
• Critical Thinking skills
• Relationship Building
• Strong interpersonal skills
• Strong problem Solver
• Microsoft Office products, like Outlook, Excel, PowerPoint, Word, Copilot

Other Qualifications

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
• Excels in working among diverse viewpoints to determine the best path forward
• Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
• Commitment to challenging the status quo and promoting positive change
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Shift:

1st shift (United States of America)

Hours Per Week:

40