Financial Services Representative I providing exceptional client care at Bank of America. Responsible for educating clients on financial products and triaging requests in a phone-based environment.
Responsibilities
Deliver 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
Requirements
Must be a current Bank of America Year Up intern with good performance history
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 specialists 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
Benefits
Industry-leading benefits
Access to paid time off
Resources and support to make a genuine impact and contribute to the sustainable growth of the business and the communities served
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