Consumer Investments- Financial Service Representative I
: Job Details :

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 aim 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. Must be flexible Sunday-Friday 8am to 8pm EST.

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 needed for success. 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 focusing on service to sales with existing Merrill clients. You will provide exceptional client care, grow client relationships, and guide clients with needs-based solutions that support their financial goals. The exposure, ongoing support, and feedback from leaders, managers, and peers will help you determine the best roles and career paths to achieve your professional goals.

We'll help you:

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 who (required skills):

• Is client-focused with a passion for excellence and a positive team attitude
• Is self-motivated, goal-oriented, and able to multitask in a fast-moving, performance-based environment
• Has the ability to identify clients' needs and find proper solutions by referring sales opportunities to specialists and sales teams
• Is an effective communicator with an aptitude for sales and relationship management
• 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 8pm EST

We're a culture that:

• Believes in responsible growth and is dedicated to supporting the communities we serve
• Provides continuous training and development opportunities to help people achieve their goals, regardless of background or experience
• Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients worldwide
• Is committed to advancing our tools, technology, and ways of working, always putting our clients first to meet their evolving needs

Rhode Island pay and benefits information

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Please note: Messages left for other purposes, such as following up on an application or non-disability technical issues, will not receive a response.