Consumer Investments - Financial Services Representative I (fort Worth, Tx)

Bank of America Merrill Lynch

Fort Worth, TX, US
Not specified; not specified; not specified
Resolving escalated customer inquiries
Educating clients on financial products
Referring clients to internal specialists
The role focuses on delivering exceptional customer service by resolving complex inquiries regarding accounts and financial services

Job Summary

  • The role focuses on delivering exceptional customer service by resolving complex inquiries regarding accounts and financial services.
  • Employees are expected to educate clients on value-added opportunities and refer them to appropriate internal specialists when deeper conversations are needed.
  • Bank of America is committed to an inclusive workplace culture that supports physical, emotional, and financial wellness for all teammates.

Matching Summary

The role focuses on delivering exceptional customer service by resolving complex inquiries regarding accounts and financial services.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Resolving escalated customer inquiries
  • Educating clients on financial products
  • Referring clients to internal specialists
  • Adhering to banking procedures and guidelines
  • Strong computer application skills

Nice-to-have

  • Bachelor's degree in relevant field
  • One year performance-based experience
  • Proactive and ambitious mindset
  • Effective time management skills
  • Results-driven approach to client needs

Key Requirements

  • High School Diploma or GED required
  • Minimum one year experience preferred
  • Strong Microsoft Office skills required

Work Rights

Not specified

Tailored Resume

Cover Letter