Life Services Financial Services Representative

Life Services Financial Services Representative

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. 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. 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.

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.

Responsibilities:

1. Identifies clients’ needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
2. Focuses daily on service to sales with existing Merrill clients.
3. Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.

Required Qualifications:

1. Is client-focused with a passion for excellence and a positive team attitude.
2. Is self-motivated, goal-oriented, and has the ability to multitask in a fast-moving, performance-based environment.
3. Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
4. Is an effective communicator with an aptitude for sales and relationship management.
5. Has strong computer skills.
6. Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
7. Is ambitious, disciplined, hardworking, resilient, and willing to learn.

Shift: 1st shift (United States of America)

Hours Per Week: 40