Bank Of America Financial Services Representative-Retirement & Benefits 

United States, California, Fontana 

428708739

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.

Responsibilities:

• 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 proactively identifying/escalating potential risk

Required Qualifications:

• Holds the following registered licenses (or obtains within 240 days of start date): FINRA Securities Industry Essentials (SIE), Series 7 Top-Off and Series 63

Desired Qualifications:

• ​Currently holds or is pursuing Bachelor's Degree
• Experience in a call center and/or a financial/banking center
• Customer service experience

Skills:

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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)