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

Bank of America

Pennington, NJ, US
$25.00 - $27.00 hourly pyy
On-site
Resolving escalated inquiries
Referring clients to specialists
Educating clients on value-added opportunities
Bank of America is seeking a Financial Services Representative I for their Pennington, NJ location, focusing on enhancing clients' financial lives through effective communication and service. The role involves educating clients about financial products, resolving inquiries, and collaborating with internal specialists

Job Summary

  • Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner.
  • Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Services Representative I for their Pennington, NJ location, focusing on enhancing clients' financial lives through effective communication and service. The role involves educating clients about financial products, resolving inquiries, and collaborating with internal specialists.

Salary

$25.00 - $27.00 hourly pay

Skills & Requirements

Must-have

  • resolving escalated inquiries
  • referring clients to specialists
  • educating clients on value-added opportunities
  • Microsoft Office skills

Nice-to-have

  • proactive and ambitious mindset
  • results-driven mindset
  • strong client relationships
  • adaptability and collaboration

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • Minimum of one year of experience in a performance-based environment (Desired)
  • Bachelor’s degree (Desired)

Work Rights

Not specified

Tailored Resume

Cover Letter