Consumer Investments - Financial Service Representative

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

The Financial Services Representative I 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.

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:

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner

• 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 to all of the 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

• Working in a well-compensated, highly collaborative environment

• Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America

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

• Is client-focused with a passion for excellence and a positive team attitude

• Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment

• Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams

• Is an effective communicator with an aptitude for sales and relationship management

• Has strong computer skills

• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication

• Is ambitious, disciplined, hardworking, resilient and willing to learn

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

Skills:

• Active Listening

• Attention to Detail

• Critical Thinking

• Customer and Client Focus

• Oral Communications

• Account Management

• Client Experience Branding

• Decision Making

• Emotional Intelligence

• Result Orientation

• Adaptability

• Coaching

• Prioritization

• Referral Identification

• Written Communications

Shift:

Hours Per Week: