Services Financial Services Representative

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.
• Drives the wealth transition process forward through a combination of inbound and outbound calls, document processing, and distribution processing.
• Provides excellent client service to build value and identify opportunities for deepening conversations with licensed FSAs.
• Builds relationships with clients through proactive outreach and client‑focused call flow.
• De‑escalates client concerns by empathizing, taking ownership, and providing clear next steps and time frames.
• Executes client disposition instructions for both simple and complex scenarios, including multiple beneficiary scenarios.

• 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.

• Ability to take 15-20 calls per day.
• Coachable.
• Desire to provide white‑glove service.
• Careful attention to detail.
• Excellent verbal & written communication skills.
• Problem‑solving skills.
• Bachelor’s degree and/or minimum of one year of experience in a performance‑based environment.

• Active Listening
• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Account Management
• Client Experience
• Branding
• Decision Making
• Emotional Intelligence
• Result Orientation
• Adaptability
• Coaching
• Prioritization
• Referral Identification
• Written Communications

Shift: 1st shift (United States of America)

Hours per week: 40

Location:

US - NJ
- Pennington - 1400 American Blvd
- Hopewell Bldg 4 (NJ2140)

Pay range: $25.00 - $27.00 hourly pay, offers to be determined based on experience, education and skill set.

Benefits:
This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees.

Privacy Statement:

Pay Transparency details:

Bank of America is an equal opportunity employer and welcomes applicants of all backgrounds.