Client Services Representative II Bilingual Spanish jobs in United States
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Bank of America · 1 day ago

Client Services Representative II Bilingual Spanish

Bank of America is committed to helping make financial lives better through every connection. The Client Services Representative II Bilingual Spanish is responsible for resolving routine client requests in an inbound contact center environment, ensuring accuracy and delivering a great client experience.

Asset ManagementBankingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

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 handling, or further analysis
Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls

Qualification

Customer Service ManagementClient Solutions AdvisoryBilingual SpanishFraud ManagementProblem SolvingData CollectionEntryAnalytical ThinkingClient Experience BrandingIssue ManagementAttention to DetailActive ListeningAdaptability

Required

Proficient in English & Spanish
1+ years of customer/client service experience, including experience handling difficult client situations
Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives
Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
Communicates effectively and confidently with all clients to make their financial lives better
Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
Comfortable receiving ongoing performance feedback and coaching
Ability to learn and adapt to new information and technology platforms
Minimum of an intermediate level of proficiency with computers and current technology
High School Diploma / GED / Secondary School or equivalent

Preferred

1+ years of experience in the banking/financial industry
1+ years of experience working in a client service capacity

Company

Bank of America

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Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.

H1B Sponsorship

Bank of America has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)

Funding

Current Stage
Public Company
Total Funding
$3.59B
Key Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M

Leadership Team

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Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
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Rami Salem
SVP Strategic Competitive Intelligence
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Company data provided by crunchbase