Chandler, Arizona

Job Description:

Job Description:

As a Wealth Management Client Services Representatives you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to our Merrill Wealth Management clients regarding their banking and brokerage accounts, credit and debit cards, small business accounts, home loans and / or online banking.

What you'll do:
  • Effectively educate, promote and guide clients through our online and mobile self-service capabilities at every opportunity.
  • Provide clients with clear, complete and accurate responses to their questions and inquiries at point of call
  • Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk.
  • Error-free and timely processing of client requests (i.e. cred card payments, transfers within accounts, setting up online banking access, credit or debit card activation, etc.)
  • Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research and resolve issues with client accounts
  • Display passion, commitment and deliver an experience that improves our customers' financial lives
Required skills:
  • Must demonstrate the ability to effectively promote and verbally navigate clients through online and mobile self-service options
  • Experience verbally delivering complex information clearly, concisely and understandable to the client, while quickly establishing rapport and exuding positivity and confidence
  • Must possess the skills to navigate between multiple screens, keep the client fully engaged and manage call time, while quickly and accurately typing relevant notes and processing information in the system
  • Experience effectively deescalating customer concerns and handling objections
  • Must have experience with gathering, absorbing and using facts / information to make effective decisions and develop sustainable solutions to problems / issues
  • Demonstrated ability to quickly learn, adapt and become highly efficient on new and / or changing systems, applications, policies and procedures
  • Proven experience fully adhering to process, policies, procedures, laws and regulatory requirements during all interactions, while working in a fast paced production environment
  • Must be available for 6 weeks of training scheduled Monday - Friday, 8:00 am - 5:00 pm
  • Must be flexible to work various shifts; including Saturdays and Sundays. 40 hours per week. Shifts can be scheduled between the hours of 7:00 AM - 2:30 AM (midnight), Monday - Sunday
Desired skills:
  • Understanding of terminology for banking and brokerage accounts, cards, small business accounts, home loans and / or online banking
  • Inbound call center experience
This role is based in the office. If you are instructed to temporarily work from home (or if you are instructed to do so in the future), please be aware of the following:
  • Required to work from the primary work location listed when not in remote operating stance
  • Initially you may be required to work from home and/or remotely in this role:
    • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
    • Sufficient room to set up a laptop, monitor, keyboard and mouse
    • Comfortable space to work for a full shift
    • Quiet, private and SECURE space in which to work


Job Band:
H7

Shift:
2nd shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

Job Description:

As a Wealth Management Client Services Representatives you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to our Merrill Wealth Management clients regarding their banking and brokerage accounts, credit and debit cards, small business accounts, home loans and / or online banking.

What you'll do:
  • Effectively educate, promote and guide clients through our online and mobile self-service capabilities at every opportunity.
  • Provide clients with clear, complete and accurate responses to their questions and inquiries at point of call
  • Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk.
  • Error-free and timely processing of client requests (i.e. cred card payments, transfers within accounts, setting up online banking access, credit or debit card activation, etc.)
  • Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research and resolve issues with client accounts
  • Display passion, commitment and deliver an experience that improves our customers' financial lives
Required skills:
  • Must demonstrate the ability to effectively promote and verbally navigate clients through online and mobile self-service options
  • Experience verbally delivering complex information clearly, concisely and understandable to the client, while quickly establishing rapport and exuding positivity and confidence
  • Must possess the skills to navigate between multiple screens, keep the client fully engaged and manage call time, while quickly and accurately typing relevant notes and processing information in the system
  • Experience effectively deescalating customer concerns and handling objections
  • Must have experience with gathering, absorbing and using facts / information to make effective decisions and develop sustainable solutions to problems / issues
  • Demonstrated ability to quickly learn, adapt and become highly efficient on new and / or changing systems, applications, policies and procedures
  • Proven experience fully adhering to process, policies, procedures, laws and regulatory requirements during all interactions, while working in a fast paced production environment
  • Must be available for 6 weeks of training scheduled Monday - Friday, 8:00 am - 5:00 pm
  • Must be flexible to work various shifts; including Saturdays and Sundays. 40 hours per week. Shifts can be scheduled between the hours of 7:00 AM - 2:30 AM (midnight), Monday - Sunday
Desired skills:
  • Understanding of terminology for banking and brokerage accounts, cards, small business accounts, home loans and / or online banking
  • Inbound call center experience
This role is based in the office. If you are instructed to temporarily work from home (or if you are instructed to do so in the future), please be aware of the following:
  • Required to work from the primary work location listed when not in remote operating stance
  • Initially you may be required to work from home and/or remotely in this role:
    • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
    • Sufficient room to set up a laptop, monitor, keyboard and mouse
    • Comfortable space to work for a full shift
    • Quiet, private and SECURE space in which to work


Job Band:
H7

Shift:
2nd shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description:

Job Description:

As a Wealth Management Client Services Representatives you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to our Merrill Wealth Management clients regarding their banking and brokerage accounts, credit and debit cards, small business accounts, home loans and / or online banking.

What you'll do:
  • Effectively educate, promote and guide clients through our online and mobile self-service capabilities at every opportunity.
  • Provide clients with clear, complete and accurate responses to their questions and inquiries at point of call
  • Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk.
  • Error-free and timely processing of client requests (i.e. cred card payments, transfers within accounts, setting up online banking access, credit or debit card activation, etc.)
  • Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research and resolve issues with client accounts
  • Display passion, commitment and deliver an experience that improves our customers' financial lives
Required skills:
  • Must demonstrate the ability to effectively promote and verbally navigate clients through online and mobile self-service options
  • Experience verbally delivering complex information clearly, concisely and understandable to the client, while quickly establishing rapport and exuding positivity and confidence
  • Must possess the skills to navigate between multiple screens, keep the client fully engaged and manage call time, while quickly and accurately typing relevant notes and processing information in the system
  • Experience effectively deescalating customer concerns and handling objections
  • Must have experience with gathering, absorbing and using facts / information to make effective decisions and develop sustainable solutions to problems / issues
  • Demonstrated ability to quickly learn, adapt and become highly efficient on new and / or changing systems, applications, policies and procedures
  • Proven experience fully adhering to process, policies, procedures, laws and regulatory requirements during all interactions, while working in a fast paced production environment
  • Must be available for 6 weeks of training scheduled Monday - Friday, 8:00 am - 5:00 pm
  • Must be flexible to work various shifts; including Saturdays and Sundays. 40 hours per week. Shifts can be scheduled between the hours of 7:00 AM - 2:30 AM (midnight), Monday - Sunday
Desired skills:
  • Understanding of terminology for banking and brokerage accounts, cards, small business accounts, home loans and / or online banking
  • Inbound call center experience
This role is based in the office. If you are instructed to temporarily work from home (or if you are instructed to do so in the future), please be aware of the following:
  • Required to work from the primary work location listed when not in remote operating stance
  • Initially you may be required to work from home and/or remotely in this role:
    • Internet Service Provider at home (no public WiFi or Internet)(high speed internet access and a secure or password-protected internet connection)
    • Sufficient room to set up a laptop, monitor, keyboard and mouse
    • Comfortable space to work for a full shift
    • Quiet, private and SECURE space in which to work


Shift:
2nd shift (United States of America)

Hours Per Week:
40
Learn more about this role

Chandler, Arizona

You’ve led troops, now help lead your community 

As a leader in the military, you motivated troops to get the job done. We value your ability to influence change and encourage you to continue that influence here and in our communities. Our Military Affairs Team proudly supports veterans in our communities through education and volunteer events. Together, we can create better communities and a brighter future for us all. 

First you fought for the American dream, now you can guide its future

You joined the military to protect a nation and its people. Let the same passion for making a difference lead you to a new career. At Bank of America, we’re proud that more than 6,800 veterans work for us. They’ve discovered that their desire to help others didn’t end with their service. Here, you’ll help our customers and clients connect to better financial lives.