Financial Accountant managing Income Statement and Balance Sheet at SafetyCulture. Involved in process improvement projects and supporting business growth decisions.
About the role
- 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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