Life Services Financial Services Representative
Company: Disability Solutions
Location: Pennington
Posted on: November 14, 2024
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Job Description:
Job Description: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. We're 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, we're
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 - 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.This
role will be a part of the Life Services team, which focuses on
guiding beneficiaries through the transition of deceased account
assets. Your responsibilities will include taking initial
notification calls, assisting with required documentation, and
helping guide beneficiaries through the logistics of the transition
process. This will include both inbound and outbound phone calls
with clients, as well as document processing and research.Job
Description:This job is responsible for providing phone-based
services to relationship jobs where the representative is expected
to take several inbound service calls daily to solve for financial
needs. Key responsibilities include deepening relationships by
referring clients to specialized sales teams and serving as a
central entry point into a fully licensed financial services
career. Job expectations include managing products, trading in
self-directed accounts, and maintaining knowledge on chat
functionality and a wide variety of products.Responsibilities:---
Identifies clients' needs and find proper solutions to meet those
needs by referring sales opportunities to specialist and sales
teams--- Focuses daily on service to sales with existing Merrill
clients--- Provides exceptional client care, growing client
relationships, and guiding clients with needs-based solutions that
will support the financial goalsWe'll help you--- 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 priorityAs a Financial Services
Representative I, you can look forward to--- 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 AmericaRequired Qualifications:--- 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
learnAdditional Skills Used:--- Attention to Detail--- Critical
Thinking--- Customer and Client Focus--- Oral Communications---
Prioritization--- Active Listening--- Decision Making--- Emotional
Intelligence--- Result Orientation--- Written Communications---
Account Management--- Adaptability--- Client Experience Branding---
Coaching--- Referral IdentificationShift:1st shift (United States
of America)Hours Per Week: 40
Keywords: Disability Solutions, Greenwich , Life Services Financial Services Representative, Accounting, Auditing , Pennington, Connecticut
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