Bank of America

Financial Planning and Analysis

• Answer detailed questions about products, accounts, and financial services offered
• Deliver point of call servicing and resolution on brokerage accounts
• Identify client needs and focus on service to sales with existing Merrill clients
• Provide exceptional client care, grow client relationships, and guide clients with needs-based solutions
• Triages client requests and makes referrals to appropriate internal specialists
• Apply knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
• Participate in best-in-class training from Bank of America Academy and receive coaching

Financial Services Representative