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Consumer Investments - Financial Service Representative

Bank of America

Bank of America

Accounting & Finance
pennington, nj, usa
Posted on Saturday, February 10, 2024

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!

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.

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.


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
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


Active Listening
Attention to Detail
Critical Thinking
Customer and Client Focus
Oral Communications
Account Management
Client Experience Branding
Decision Making
Emotional Intelligence
Result Orientation
Referral Identification
Written Communications


1st shift (United States of America)

Hours Per Week: