Consumer Investments - Financial… at Bank of America · Pennington

Summary: Bank of America is committed to helping make financial lives better through every connection. The Financial Services Representative I role involves answering client inquiries about products and services, educating clients, and ensuring their needs are met in a timely manner. Responsibilities: - Delivers 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 Required Qualifications: - Delivers solutions and experiences that improve clients' financial lives - Applies learnings and adapts new information to identify appropriate client solutions - Builds strong client relationships through effective communication and collaboration - Displays a proactive and ambitious mindset and effective time management - Demonstrates a results-driven mindset and prioritizes client interests - Demonstrates a willingness to establish a career in the financial services industry - Strong computer application skills, including Microsoft Office - Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Preferred Qualifications: - Bachelor's degree and/or minimum of one year of experience in a performance-based environment Required Skills: Financial Products Knowledge, Financial Planning, Banking Services, Account Management, Microsoft Office, Result Orientation, Coaching, Referral Identification, Customer and Client Focus Benefits: Industry-leading benefits, Access to paid time off, Resources and support to our employees