Bank Of America Financial Services Representative - Retirement Benefits 

United States, Arizona, Chandler 

686737573

Job Description:

Job Description:

This job is responsible forservicing corporate-sponsoredplans (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.

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). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill.

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:

• 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​.
• 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:

• 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
• 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

2nd shift (United States of America)