Client Services Representative Ii jobs at Bank Of America in United States, Phoenix
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Phoenix
25 jobs found
08.07.2025
BOA
Bank Of America Commercial Credit Specialist I/II - Phoenix AZ United States, Arizona, Phoenix
Strong, professional communication skills and client‐facing presence. Organizational and time management skills. Exceptional sense of urgency. Delivery of world class client experience; customer service focus. Attention to detail and able...
Performs standard activities supporting escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery. Performs research, follow-up, and resolution of routine financial data...
Performs standard activities supporting escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery. Performs research, follow-up, and resolution of routine financial data...
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, exception...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
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, exception...
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, exception...
Strong, professional communication skills and client‐facing presence. Organizational and time management skills. Exceptional sense of urgency. Delivery of world class client experience; customer service focus. Attention to detail and able...
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