Preferred Client Specialist, Bilingual, English & Spanish (18019408)

  • Bank of America
  • Rio Rancho, NM, USA
  • Jun 22, 2018
Full time Financial Banking Customer Service

Job Description

As a Bank of America Preferred Client Specialist you are responsible for handling incoming calls, text messages or emails in a contact center environment to provide a world class service experience to our most valuable Preferred Clients. Your support of this high value, high opportunity client will include assisting clients with broad product support and fulfillment of relevant relationship deepening opportunities; leveraging multiple internal bank resources and technology to provide simple to complex problem resolution; and serving as the client's advocate as you proactively take ownership of every single client interaction. A successful Preferred Client Specialist candidate has the ability to analyze complex scenarios, listen and assess and apply critical thinking to accurately identify client needs. Speed to competency is expected as the Specialist will quickly build a strong financial acumen while attending a minimum of 6 months of progressive training that includes classroom, on the job and shared learning. Your ability to personalize the experience, make a personal connection with the client and humanize the interaction is imperative as you are challenged with escalated client concerns or needs. Candidates will be required to meet and/or exceed minimum performance standards and are measured with incentive opportunities across multiple operational thresholds and behavioral competencies.

Required skills:

  • 3 years Customer service experience.
  • Critical thinking and problem solving skills.
  • Outstanding communications skills (both written and verbal) and interpersonal agility.
  • Detail oriented and adaptable to change.
  • Ability to work in a fast pace work environment managing more than one task at a time.
  • Dependable, results driven and achievement focused.
  • Open to providing and receiving coaching.
  • Strong computer navigation and PC knowledge. S
  • Self-motivated to achieve personal standards of excellence.
  • Ability to work cohesively within a team oriented environment.

Desired skills:

  • Contact center experience.
  • Banking or financial experience strongly desired.
  • Bilingual level Spanish speaking preferred



Competitive + Benefits