Consumer Investments - Financial Service Representative

Job Description

The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award‑winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone‑based environment from a Merrill Contact Center.

Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs‑based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.

• 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

• Develop the knowledge and skills you need to deliver world‑class client care through the award‑winning Bank of America Academy
• Get training and one‑on‑one coaching from academy managers who are invested in your success
• Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
• Develop techniques to confidently engage with clients by telephone
• Continue to learn and grow in a culture where growth and career advancement are a priority

• Providing a world class client experience through point of call account servicing and resolution
• Working in a well‑compensated, highly collaborative environment
• Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America

• 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 specialist 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

• 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