Life Services Financial Services Representative

Bank of America

Financial Services Representative at Bank of America responsible for answering client inquiries about financial services. Delivering exceptional customer service and facilitating wealth transition processes.

Posted 7/15/2026full-timeLincoln • Rhode Island • 🇺🇸 United StatesJunior💰 $25 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering exceptional customer service by resolving complex inquiries and educating clients on financial products and services. Proficient in triaging client requests and collaborating with internal specialists to enhance client satisfaction.

Highest-signal resume keywords

Customer Service ExcellenceFinancial Product KnowledgeClient EducationMicrosoft Office ProficiencyPerformance-Based Experience

ATS Keywords

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Applicant Tracking System Keywords

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Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Financial PlanningBanking ServicesClient RequestsEscalated InquiriesValue-Added Opportunities

About the role

Key responsibilities & impact

Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
Triage client requests and makes referrals to appropriate internal specialists
Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Requirements

What you’ll need

Bachelor’s degree and/or minimum of one year of experience in a performance-based environment
Strong computer application skills, including Microsoft Office

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Resources and support for physical, emotional, and financial wellness
Access to paid time off