Hybrid Financial Services Representative

Posted last month

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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

Job title

Financial Services Representative

Job type

Experience level

Mid levelSenior

Salary

$24 - $26 per hour

Degree requirement

High School Diploma

Location requirements

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