Bank of America

Financial Services Representative – Retirement and Benefits

Bank of America

full-time

Posted on:

Location Type: Office

Location: Pennington • New Jersey • 🇺🇸 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, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans).
  • Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.
  • Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter.
  • You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date.
  • You will achieve this through scheduled study time, in depth online resources and on-site coaching and support.
  • The Licensing Program provides you with the coaching and guidance that you’ll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 licensing).

Requirements

  • Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence.
  • Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections.
  • 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 and can adhere to the agreed upon work schedule.
  • Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays.
  • 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
SIE examSeries 7 licensingSeries 63 licensing
Soft skills
communication skillsactive listeningempathyrapport buildingproblem-solvingcritical thinkingdependabilityflexibilitypositivitycommitment
Certifications
Security Industry Essentials (SIE)Series 7Series 63