Customer Service Representative Level III BCForward
Overview
Join BCForward as a Level III Customer Service Representative focusing on high-volume call center support for wealth management and banking. You will provide accurate client resolutions and support internal operations. This role drives client satisfaction and operational efficiency.
What You'll Do11
- 1Assist high-net-worth clients with inquiries about Bank of America and Merrill Lynch products including balance checks and transactions
- 2Deliver precise responses to ensure client compliance and satisfaction
- 3Support internal partners by managing risk through authentication and policy adherence
- 4Navigate multiple systems to resolve account issues efficiently
- 5Improve client financial outcomes through professional service
- 6Document interactions accurately while maintaining confidentiality
- 7De-escalate complex situations with respect and professionalism
- 8Adapt to changing environments and demonstrate flexibility under pressure
- 9Collaborate with teams to enhance service delivery
- 10Maintain positive attitude and pursue continuous improvement
- 11Handle sensitive information responsibly and ethically
Requirements8
- 12+ years of customer service experience in high-volume call center environments
- 2Proficiency with Microsoft Office Suite applications
- 3Strong verbal and written communication skills
- 4Ability to work flexible hours including overnight shifts
- 5Experience with financial services authentication processes
- 6Self-motivated individual with reliable attendance
- 7Commitment to confidentiality and data protection
- 8Willingness to embrace coaching and continuous learning
Salary Insight
$21k per year
Location
Required Skills
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