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Bank Of America Consumer Investments - Investment Specialist Trainee Obtain SIE Series United States, Texas, Fort Worth 135204903
Job Description:
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
• Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications
• Focuses daily on service to sales with existing Merrill clients
• Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goalsYou’re the kind of person that (required skills):
• Is client-focused with a passion for excellence and a positive team attitude.
• Is self-motivated, goal-oriented, andhas the ability tomultitask in a fast moving, performance –based environment.
• Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
• Is an effective communicator with an aptitude for sales and relationship management
• Has strong computer skills
• Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.
• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
• Is ambitious, disciplined, hardworking, resilient and willing to learn.
• A bachelor’s degree, or 1-2 years of experience in a performance-based environment.
• The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
• Leadership capabilities.Skills Used in this Role:
• Establishing Trust
• Customer Service
• Overcoming Objections
• Consulting
• Risk Management
• Organization
• Critical Thinking
• Conflict Resolution
• Building Rapport
• Active Listening
• Customer Focus
• Analytical Thinking
Additional Skills:
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