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Consumer Investments - Financial Services Representative I (Lincoln, RI

Job in Lincoln, Providence County, Rhode Island, 02865, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-20
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales
Job Description & How to Apply Below
Consumer Investments - Financial Services Representative I (Lincoln, RI)

Riverside, Rhode Island;

Lincoln, Rhode Island

** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge ( )

** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge ( )

Refer a friend

** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge ( )

** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge ( )

*
* 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

*
* Job Description:

*
* This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.

** 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

** 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

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws.

The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

View your "Know your Rights (https://(Use the "Apply for this Job" box below). EEOC Know Your Rights
6.12.pdf) " poster.

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