Consumer Investments - Financial Services Representative I (pennington, Nj)

Bank of America Bank of America · Banking · Pennington

This role is a Financial Services Representative at Bank of America, focusing on client interactions, educating them about financial products, and referring them to specialists. It requires strong customer service skills, knowledge of financial products, and computer proficiency. The role is client-facing and aims to help clients manage their finances.

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