Consumer Investments - Financial Service Representative

Bank of America (GHR)

Not specified; not specified; well-compensated env...
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Member of year up program
Phone-based client communication
Identify client needs and refer sales
** Bank of America is seeking a Financial Services Representative I to build client relationships and provide exceptional service within a phone-based environment. The role requires candidates to be part of the Year Up program and focuses on supporting clients’ financial goals through effective communication and sales techniques. **

Job Summary

  • This foundational role prepares candidates for long-term career growth with Bank of America and Merrill through award-winning training and personalized coaching.
  • As a Financial Services Representative I, you will deliver point-of-call servicing on brokerage accounts while identifying client needs and guiding them toward solutions.
  • Candidates must be flexible to work any schedule from Sunday to Friday between 8am and 9pm CST in a fast-moving, performance-based environment.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Services Representative I to build client relationships and provide exceptional service within a phone-based environment. The role requires candidates to be part of the Year Up program and focuses on supporting clients’ financial goals through effective communication and sales techniques. **

Salary

Not specified; Not specified; Well-compensated environment mentioned

Skills & Requirements

Must-have

  • Member of Year Up program
  • Phone-based client communication
  • Identify client needs and refer sales
  • Flexible schedule Sunday to Friday
  • Strong computer skills

Nice-to-have

  • Passion for developing strong relationships
  • Self-motivated and goal-oriented attitude
  • Resilient and willing to learn
  • Positive team collaboration
  • Ambitious long-term career focus

Key Requirements

  • Must be a member of the Year Up program
  • Must actively be a Year Up intern
  • Flexible to work Sunday to Friday 8am-9pm CST

Work Rights

Must be a member of the Year Up program

Tailored Resume

Cover Letter