Bank of America is seeking a Life Services Financial Services Representative to join their team, responsible for assisting clients through the wealth transition process after a death. The role emphasizes exceptional customer service, effective communication, and the ability to handle complex inquiries while adhering to procedures
Job Summary
This role is part of the Life Services team responsible for guiding beneficiaries through the transition of deceased account assets.
The position requires taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through logistics.
Bank of America offers an in-office culture with opportunities to learn, grow, and make an impact within a supportive environment.
Matching Summary
Match Score: 85
Bank of America is seeking a Life Services Financial Services Representative to join their team, responsible for assisting clients through the wealth transition process after a death. The role emphasizes exceptional customer service, effective communication, and the ability to handle complex inquiries while adhering to procedures.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Inbound and outbound call handling
Document processing and verification
Client relationship management
Complex scenario resolution
Microsoft Office application skills
Nice-to-have
White-glove service mindset
Coachable attitude
Proactive outreach approach
Empathetic communication style
Results-driven performance focus
Key Requirements
Strong computer application skills including Microsoft Office
Willingness to establish a career in financial services
Bachelor's degree or one year experience preferred