Thursday , February 2 2023

Bank of America Careers – Financial Services Representative

Website Bank of America

Job Description:

As a Retirement Benefits Financial Services Representative (FSR) you’ll work in an inbound contact center serving our Merrill Lynch clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). You will be required to obtain the FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days (if not currently held). We prepare you for the licensing exams by providing resources and materials, a personalized study track and a dedicated group of licensed leaders available for questions and support.

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Job Responsibilities:

As a Retirement Benefits Financial Services representative you will provide first-call resolution and will be responsible for:

  • Demonstrating professionalism, trust and teamwork
  • Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients’ questions and inquiries
  • Providing clients with clear information and specific details on their retirement and benefit plans
  • Error-free processing of financial transactions including stock, money market and mutual fund trades
  • Proactively identifying and escalating risks and seeking opportunities to improve the customer experience
  • Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access

Job Requirements:

  • Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures
    Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day
  • FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licenses
  • History of effective problem-solving and decision-making skills that balances the needs of all parties involved
  • Recent experience with identifying creative solutions to improve a customer experience or key process
  • Knowledge of financial terms and concepts
  • FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license. If not currently held, must be obtained within 240 days. This requires the ability to understand and retain financial terms and concepts, dedication to spending the needed time to study and an unwavering commitment to stay on track with the study plan
  • Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence

Job Details:

Company: Bank of America

Vacancy Type:  Full Time

Job Location: Jacksonville, FL, US

Application Deadline: N/A

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