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Bank of America is seeking a Life Services Financial Services Representative to guide clients through the wealth transition process after the death of account holders. The role involves providing exceptional customer service, educating clients about financial products, and ensuring compliance with procedures. A strong focus on relationship building and effective communication is essential.
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Job Summary
This role is responsible for guiding beneficiaries through the transition of deceased account assets within the Life Services team.
The position involves taking initial notification calls, assisting with required documentation, and executing client disposition instructions for complex scenarios.
Bank of America offers an in-office culture with opportunities to learn, grow, and make an impact while driving Responsible Growth.
Matching Summary
Match Score: 75
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Bank of America is seeking a Life Services Financial Services Representative to guide clients through the wealth transition process after the death of account holders. The role involves providing exceptional customer service, educating clients about financial products, and ensuring compliance with procedures. A strong focus on relationship building and effective communication is essential.
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Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Inbound and outbound call handling
Document processing and distribution
Client relationship management
Complex inquiry 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