Bank of America

Financial Services Representative – Retirement and Benefits

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: Pennington • New Jersey, Texas • 🇺🇸 United States

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Salary

💰 $25 - $30 per hour

Job Level

Junior

About the role

  • This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans)
  • Providing exceptional client care
  • Growing client relationships
  • Guiding clients with needs-based solutions that will support their financial goals
  • Trades stocks, bonds, and other investment instruments for high net-worth clients
  • Handles escalated and complex inquiries on accounts with care
  • Navigates multiple systems to migrate clients to on-line and self-service delivery channels
  • Manages risk by accurately authenticating clients and fully adhering to policies and procedures

Requirements

  • Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy
  • Ability to engage with clients while navigating multiple screens
  • Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
  • Ability to handle confidential matters and sensitive information in a responsible manner
  • Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients’ financial lives
  • Commitment to excellent attendance with proven reliability
  • Dependable team-player attitude with an understanding that calls must be handled immediately
  • Applies strong critical thinking and problem-solving skills to meet clients’ needs
  • Ability to work under pressure
  • Can learn and understand technology to assist clients with the latest in Digital and Digital banking
  • Comfortable receiving ongoing performance feedback and coaching
  • Ability to learn and adapt to new information and technology platforms
  • Must be flexible to work various shifts which may include a weekend day

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
tradingstocksbondsinvestment instrumentsrisk managementclient authenticationfinancial planning
Soft skills
client carerelationship buildingcommunicationactive listeningcritical thinkingproblem-solvingempathyadaptabilityteamworkreliability