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Bank Of America Wealth Management Client Service Representative United States, Florida, Jacksonville
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
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...
Performs standard transaction processing and reconciliation according to the established written guidelines and procedures. Responds to client inquiries via numerous channels to support operational efficiency and quality client service. Performs...
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. Educates...
Bachelor's degree or equivalent practical experience. 10 years of experience with quota-carrying cloud or software sales, or account management at a B2B software company. Experience, including people management, team leadership,...
Bachelor's degree or equivalent practical experience. 10 years of quota-carrying sales experience in the technology industry with SaaS, PaaS, or IaaS products and platforms. Experience engaging with accounts, promoting a...
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
Are you looking for an exciting career in the keystone of today's world – the tech industry? ExPoint's Field Representative role may be the perfect fit for you! As part of this role, you will be responsible for performing on-site work within the tech industry and making an impact on the success of the company. You will serve as the face of the company and interact with members of the public, including customers and potential customers.
To succeed in this role, you should have strong customer service, communication, problem-solving and organizational skills. Additionally, you must understand the current tech trends and have the ability to think analytically and provide detailed reports on job completion and customer feedback.
As a Field Representative, you will build relationships with customers, provide technical support, troubleshoot issues and answer any questions. You will hold presentations, conferences and demonstrations within the tech industry and report any feedback as well as any potential areas of improvement. As someone in this role, you must also understand the marketing objectives and develop strategies to increase customer satisfaction and brand loyalty.
As a skilled and experienced Field Representative, you will have the opportunity to shape the future of the tech industry by driving customer success, growth, and positive customer relationships. This is an excellent opportunity for anyone who has a deep understanding of tech products, solutions and services and has the drive to make a difference.