Consumer Investments - Financial Service Representative

Jacksonville, Florida;Pennington, New Jersey

Job Description:

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!

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.

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:

• Must be a current Year Up intern with Bank of America

• 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

• 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

• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world

• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs

Enterprise 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:

• 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

Additional Skills Used:

• 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:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.