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Consumer Investments Financial Service Representative

Job in Lincoln, Providence County, Rhode Island, 02865, USA
Listing for: Bank of America
Full Time position
Listed on 2026-06-17
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 25 - 27 USD Hourly USD 25.00 27.00 HOUR
Job Description & How to Apply Below
Position: Consumer Investments Financial Service Representative I

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

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
  • Must be a current Year-Up intern with Bank of America
  • 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
Desired Qualifications
  • Bachelor's degree and/or minimum of one year of experience in a performance-based environment
Skills
  • 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
Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details
  • US - MD
    - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031)
  • US - NJ
    - Pennington - 1400 American Blvd
    - Hopewell Bldg 4 (NJ2140)
  • US - RI
    - Lincoln - 670 George Washington Hwy (RI1541)
Pay range

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

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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