Consumer Investments - Financial Services ...

Consumer Investments - Financial Services Representative Jacksonville, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Weu2019re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us At Bank of America, weu2019re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most u2013 whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. 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. 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: u2022Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner u2022Triages client requests and makes referrals to appropriate internal specialists u2022Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities Weu2019ll help you: u2022Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy u2022Get training and one-on-one coaching from academy managers who are invested in your success u2022Build your knowledge of core banking and investment solutions and connect clients toall ofthe solutions we provide u2022Develop techniques to confidently engage with clients by telephone u2022Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to: u2022Providing a world class client experience through point of call account servicing and resolution u2022Working in a well-compensated, highly collaborative environment u2022Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America Youu2019re the kind of person that (required skills): u2022Is client-focused with a passion for excellence and a positive team attitude u2022Is self-motivated, goal-oriented, andhas the ability tomultitask in a fast moving, performance u2013based environment u2022Has the ability to identify clientsu2019 needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams u2022Is an effective communicator with an aptitude for sales and relationship management u2022Has strong computer skills u2022Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication u2022Is ambitious, disciplined, hardworking, resilient and willing to learn u2022Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST u2022 Weu2019re a culture that: u2022Believes in responsible growth and is dedicated to supporting the communities we serve u2022Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience u2022Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world u2022Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs u2022 Skills: u2022Active Listening u2022Attention to Detail u2022Critical Thinking u2022Customer and Client Focus u2022Oral Communications u2022Account Management u2022Client Experience Branding u2022Decision Making u2022Emotional Intelligence u2022Result Orientation u2022Adaptability u2022Coaching u2022Prioritization u2022Referral Identification u2022Written Communications 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

Created: 2025-12-25