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Bank Of America Consumer Investments - Financial Services Representative 
United States, New Jersey 
950387375

Yesterday

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Job Description:

is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.

Job Description:
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.


Responsibilities:

Triages client requests and makes referrals to appropriate internal specialists
Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

We’ll help you:

Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
Get training and one-on-one coaching from academy managers who are invested in your success
Build your knowledge of core banking and investment solutions and connect clients toall ofthe solutions we provide
Develop techniques to confidently engage with clients by telephone
Continue to learn and grow in a culture where growth and career advancement are a priority

As a Financial Services Representative I, you can look forward to:

Providing a world class client experience through point of call account servicing and resolution

You’re the kind of person that (required skills):

Is self-motivated, goal-oriented, andhas the ability tomultitask in a fast moving, performance –based environment
Is an effective communicator with an aptitude for sales and relationship management
Has strong computer skills
Is ambitious, disciplined, hardworking, resilient and willing to learn
Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST

We’re a culture that:

Believes in responsible growth and is dedicated to supporting the communities we serve
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
Active Listening
Attention to Detail
Critical Thinking
Oral Communications
Account Management
Client Experience Branding
Decision Making
Emotional Intelligence
Result Orientation
Referral Identification
Written Communications
1st shift (United States of America)

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