Bank Of America Sr Registered Phone Rep- Retirement Benefits 

United States, Arizona, Chandler 

168290975

Job Description:

Job Description:

Sr Registered Reps have at least one year call center experience. Handle more complex calls including Integrated Benefits, Non Qual. Plans, Defined Benefit Plans, Merrill Lynch Advice Access, and Self Directed Brokerage.

Responsibilities:

• Provides clients with clear information and specific details on their retirement and benefit plans
• Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
• Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactivelyidentifying/escalatingpotential risk
• Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access

Required Qualifications:

• FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses
• One or more years of call center experience
• 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
• Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
• 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
• Ability to handle confidential matters and sensitive information in a responsible manner
• 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
• Minimum of an intermediate level of proficiency with computers and current technology
• Must be flexible to work various shifts; Monday – Sunday, 7:00 am – 11:00 pm EST; 40 hours per week
• Must be flexible to work various shifts; Monday – Sunday, 6:30 pm – 5:30 am EST; 40 hours per week

** 1st and 2nd shifts **

Desired Qualifications:

• Understands Retirement plans and products

• Knowledge of financial terms and concepts
• Bilingual Spanish

Skills:

• Account Management
• Business Acumen
• Customer and Client Focus
• Issue Management
• Regulatory Compliance
• Active Listening
• Oral Communications
• Problem Solving
• Risk Management
• Trading
• Adaptability
• Attention to Detail
• Valuation Ethics and Practice Standards

2nd shift (United States of America)