Home
/
Customer Service
/
Client Service Representative
Client Service Representative-June 2024
Porterville
Jun 25, 2026
ABOUT MERRILL
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We focus on helping all clients pursue the
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Client Service Representative

  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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

  One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

  Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

  Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

  Job Description:

  This role is responsible for providing a positive customer experience that leads to improved client satisfaction. The role processes transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customers needs. This role ensures customers are quickly connected to the appropriate teammate in order to meet their needs and execute against the Life Priorities Strategy. This role is also responsible for educating customers on how to conduct simple transactions through self-service technologies.

  A Client Service Representative (responsibilites):

  • Executes the bank's risk culture and strives for operational excellence

  • Drives the client experience

  • Grows business knowledge and network by partnering with experts in small business, lending and investments

  You're a person who (required skills):

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

  • Collaborates effectively to get things done, building and nurturing strong relationships.

  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.

  • Communicates effectively and confidently, and is comfortable engaging all clients.

  • Has the ability to learn and adapt to new information and technology platforms.

  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

  • Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs.

  • Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment.

  • Has a minimum of six months of experience offering solutions and services based on the client's needs.

  • In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program.

  • Can be flexible to work weekends and/or extended hours as needed.

  You'll be more prepared if you have (desired skills):

  • Experience in financial services and knowledge of financial services industry, products and solutions.

  • Six months of cash handling experience.

  • Experience working in an environment with individual and team goals where goals were routinely met or exceeded

  *Spanish Language Preferred

  Skills Used in this Role:

  • Customer Service

  • Risk Management

  • Consumer Products and Solutions

  • Cash Management

  • Demonstrating Technology

  • Overcoming Objections

  • Active Listening

  • Learning Agility

  • Problem Solving

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  20

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Senior Customer Service Representative
Why customer service at Stryker? Are you interested in making a difference in healthcare by assisting sales reps and building relationships with customers? As a member of our customer services team,
Customer Support Associate
Position: Customer Support Associate Job Description: Arrow Electronics is a global provider of products, services, and solutions to industrial and commercial users of electronic components and enter
Service Desk
Wipro Limited is a leading technology services and consulting company focused on building innovative solutions that address clients' most complex digital transformation needs. We leverage our holisti
Seasonal Customer Support Tax Expert - Remote
Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's
ServiceNow Admin - Customer Success Analyst
Description Kforce has a client that is seeking a ServiceNow Admin - Customer Success Analyst in Chicago, IL.Daily Tasks & Responsibilities: Manages the administration and fulfillment of ServiceN
Senior Staff Technical Support Engineer (Hybrid)
Why customer service at Stryker? Are you interested in making a difference in healthcare by assisting sales reps and building relationships with customers? As a member of our customer services team,
Technical Support Specialist - AutoCAD
Job Requisition ID # 23WD73377 Position Overview The Technical Support Specialist will report directly to the Manager, Product Support for Autodesk Japan. Work location will be home office or remote
Sr Enterprise Account Exec - Central Government
Company Description At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else ca
2024 Intern - Technical Account Manager
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
Commercial Lines Customer Service Representative
ABOUT HUB INTERNATIONAL: HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and hea
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved