Bank Of America Sr Registered Phone Rep- Retirement Benefits 

United States, Texas, Fort Worth 

289063224

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.

Required Qualifications:

• Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence
• Non-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days​.
• Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
• 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
• 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
• Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Ability to work under pressure
• Can learn and understand technology to assist clients with the latest in Digital and Digital banking​
• 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
• 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

**1st and 2nd shifts **

Desired Qualifications:

• FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses
• Experience working in a client focused environment, call center or a financial/banking center
• Customer service experience
• 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