Consumer Investments Financial Service Representative I

Bank of America Bank of America · Banking · Fort Worth, Hunt Valley, Lincoln +1

This role is for a Financial Service Representative at Bank of America, focusing on client service, educating clients about financial products, and referring them to specialists. It requires strong communication, computer skills, and a willingness to build a career in financial services. The role is client-facing and involves resolving inquiries and identifying client needs.

What you'd actually do

  1. Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
  2. Triages client requests and makes referrals to appropriate internal specialists
  3. Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Skills

Required

  • 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
  • Microsoft Office

Nice to have

  • Bachelor's degree
  • minimum of one year of experience in a performance-based environment