Bank of America

Financial Services Representative

Bank of America

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $24 - $26 per hour

Job Level

Mid-LevelSenior

About the role

  • 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

Requirements

  • Client-focused with a passion for excellence and a positive team attitude
  • Self-motivated, goal-oriented, and ability to multitask in a fast moving, performance-based environment
  • Ability to identify clients’ needs and find proper solutions by referring sales opportunities to specialist and sales teams
  • Effective communicator with an aptitude for sales and relationship management
  • Strong computer skills
  • Flexible to work any schedule: Sunday to Friday 8am to 9pm CST
  • Ambitious, disciplined, hardworking, resilient and willing to learn