Financial Services Representative

Responsibilities Deliver exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner. Triage client requests and make referrals to appropriate internal specialists. Apply knowledge of financial products, financial planning, and banking services to educate clients on value‑added opportunities. Required Qualifications Deliver solutions and experiences that improve clients’ financial lives. Apply learnings and adapt new information to identify appropriate client solutions. Build strong client relationships through effective communication and collaboration. Display a proactive and ambitious mindset and effective time management. Demonstrate a results‑driven mindset and prioritize client interests. Show a willingness to establish a career in the financial services industry. Demonstrate strong computer application skills, including Microsoft Office. Desired Qualifications Bachelor’s degree and/or minimum of one year of experience in a performance‑based environment. Skills Active Listening Attention to Detail Critical Thinking Customer and Client Focus Oral Communications Account Management Client Experience Branding Decision Making Emotional Intelligence Result Orientation Adaptability Coaching Prioritization Referral Identification Written Communications Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 Privacy Statement #J-18808-Ljbffr Bank of America