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Bank Of America Sr Financial Service Representative 
United States, Florida, Jacksonville 
938431576

Yesterday

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Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.


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:

  • FINRA Securities Industry Essentials Examination (SIE), Series 7 & 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
  • 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
  • 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
  • Can learn and understand technology to assist clients with the latest in Digital and Digital banking​

** 1st and 2nd shifts **

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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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