
Website Bank of America
Job Description:
As a Retirement Benefits Client Services Representative (CSR) you’ll work in an inbound contact center serving our Merrill clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans).
Job Responsibilities:
- As a Retirement Benefits representative you will provide first-call resolution and will be responsible for:
- Providing clients with clear information and specific details on their retirement and benefit plans
- Error-free processing of financial transactions including stock, money market and mutual fund trades
- Demonstrating professionalism, trust and teamwork
- Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients’ questions and inquiries
- Proactively identifying and escalating risks and seeking opportunities to improve the customer experience
- Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access
Job Requirements:
- Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures
- Must be able to succeed in an environment in which you are constantly being held accountable for metrics
- Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence
- Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information
- Proven ability to professionally and tactfully handle confrontational and/or stressful interactions
- Demonstrated written communication skills with the ability to type error-free, clear, descriptive and succinct instructions and responses, while being proficient on the keyboard
- Proven experience with effectively reviewing documentation/files, quickly identifying errors and taking action to resolve the errors
- Must have experience gathering, absorbing and using facts/information to make effective and timely decisions
- Experience working in a client focus environment
- Knowledge of financial terms and concepts
Job Details:
Company: Bank of America
Vacancy Type: Full Time
Job Location: Jacksonville, FL, US
Application Deadline: N/A
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