Talent.com
Bank of America
Financial Services RepresentativeBank of America • Jacksonville, FL, United States
Financial Services Representative

Financial Services Representative

Bank of America • Jacksonville, FL, United States
28 days ago
Job type
  • Full-time
Job description

Bank Of America Job Opportunity

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 an 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!

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. Job 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

Required Qualifications:

  • Delivers solutions and experiences that improve clients' financial lives
  • Applies learnings and adapts new information to identify appropriate client solutions
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive and ambitious mindset and effective time management
  • Demonstrates a results-driven mindset and prioritizes client interests
  • Demonstrates a willingness to establish a career in the financial services industry
  • Strong computer application skills, including Microsoft Office

Desired Qualifications:

  • Bachelor's degree and/or minimum of one year of experience in a performance-based environment

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Create a job alert for this search

Financial Services Representative • Jacksonville, FL, United States

Similar jobs

Registered Wealth Investment Services Associate

CitiJacksonville, FL, United States
Full-time

Registered Wealth Investment Services Associate.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi... Show more

 • Promoted

Financial Service Representative

The Check Cashing StoreJacksonville, FL, United States
Full-time

Financial Service Representative.Jacksonville, FL, United States.Are you a dynamic and driven sales professional?.If so, The Check Cashing Store wants you to join our team.In your role at The Check... Show more

 • Promoted

Financial Representative - Jacksonville, FL

Fidelity InvestmentsJacksonville, FL, United States
Full-time

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity.Through integrity and honesty, we know you will inspire client dedica... Show more

 • Promoted

Escheatment Specialist

Corps TeamJacksonville, FL, United States
Temporary

Our client, a diversified financial services company providing banking and investing services, is seeking an Escheatment Specialist for a 7+ month contract role located in Jacksonville, FL.Perform ... Show more

 • Promoted

Sales Representative

True North RecruitersJacksonville, FL, United States
Full-time

Jacksonville, United States | Posted on 01/13/2026.We are hiring EXPERIENCED & ENTRY LEVEL applicants! Taubman Financial is a company with a proven process you can leverage to earn both time and mo... Show more

 • Promoted • New!

Client Services Analyst I

Blue Prism GroupJacksonville, FL, United States
Full-time

Join SS&C's Client Services team, where financial services meet cutting-edge technology.Regardless of the platform you support, you'll be at the forefront of client successresolving technical issue... Show more

 • Promoted

College Financial Representative, Internship Program

Northwestern MutualJacksonville, FL, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

 • Promoted

College Financial Representative, Internship Program

Northwestern Mutual Life Insurance CompanyJacksonville, FL, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

 • Promoted

Financial Analyst

Axelon Services CorporationJacksonville, FL, US
Full-time

Summary: Duration: 12 months Work Mode: Hybrid (mandatory 3 days onsite) Responsibilities: Process routine/standard transactions according to established procedures and prescribed processes.Daily r... Show more

 • Promoted

Financial Delivery Consultant

BeelineJacksonville, FL, United States
Full-time

The Finance Delivery Consultant works closely with project delivery, client services, and development to deliver the desired financial and invoicing solutions related to strategic, global, high vis... Show more

 • Promoted

Financial Services Representative - State Farm Agent Team Member

Kim Lego - State Farm AgentJacksonville, FL, United States
Full-time

Benefits: Group Health, Teledoc, Base of $55K to $65K plus commissionpotential of over six figures.Bonus based on performance, Opportunity for advancement, Paid time off.As a Financial Services Rep... Show more

 • Promoted

Client Services Analyst I

SS&C Technologies HoldingsJacksonville, FL, United States
Full-time

Join SS&C's Client Services team, where financial services meet cutting-edge technology.Regardless of the platform you support, you'll be at the forefront of client successresolving technical issue... Show more

 • Promoted

Financial Solutions Advisor - Participant Services (Series 7 required)

Bank of AmericaJacksonville, FL, United States
Full-time

Bank Of America Merrill Participant Services Financial Solutions Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connect... Show more

 • Promoted

Financial Services Representative

Bank of AmericaJacksonville, FL, United States
Full-time

Bank Of America Job Opportunity.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 Gro... Show more

 • Promoted

Financial Representative

Western & Southern LifeJacksonville, FL, United States
Full-time

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recomme... Show more

 • Promoted

Client Services Analyst 1

SS&C Technologies HoldingsJacksonville, FL, United States
Full-time

Join SS&C's Client Services team, where financial services meet cutting-edge technology.Regardless of the platform you support, you'll be at the forefront of client successresolving technical issue... Show more

 • Promoted

Principal Consultant, Client Services

ICEJacksonville, FL, United States
Full-time

The Client Dedicated Cash and Corporate Accounting Consultant role.Mortgage and Consumer servicing Cash and Corporate accounting functions across the ICE Mortgage Technology Solutions.This position... Show more

 • Promoted

Tax Senior Manager, Private Client & Family Office Services

BDO USAJacksonville, FL, United States
Full-time

The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group, building a robust practice, providing exceptional client service, supervising professionals, devel... Show more