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
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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.
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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
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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.
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Salary
Not specified; Not specified; Well-compensated environment mentioned