Life Services Financial Services Representative

Financial Services Representative I

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.

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 role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research.

Job Description:

This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

Responsibilities:

Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams

Focuses daily on service to sales with existing Merrill clients

Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals

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

Required Qualifications:

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

Additional Skills Used:

Attention to Detail

Critical Thinking

Customer and Client Focus

Oral Communications

Prioritization

Active Listening

Decision Making

Emotional Intelligence

Result Orientation

Written Communications

Account Management

Adaptability

Client Experience Branding

Coaching

Referral Identification

Shift: 1st shift (United States of America)

Hours Per Week: 40