Consumer Investments - Financial Service Representative
Dormont Manufacturing Co
Job Description: At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Financial Services Representative I The Financial Services Representative I is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. We’ll help you Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy Get training and one‑on‑one coaching from academy managers who are invested in your success Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide Develop techniques to confidently engage with clients by telephone Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to Providing a world class client experience through point of call account servicing and resolution Working in a well‑compensated, highly collaborative environment Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America You’re the kind of person that (required skills) Candidate must be a member of the Year Up program. Is client‑focused with a passion for excellence and a positive team attitude Is self‑motivated, goal‑oriented, and has the ability to multitask in a fast moving, performance‑based environment Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams Is an effective communicator with an aptitude for sales and relationship management Has strong computer skills Wants to establish a long‑term career in the financial services industry at a fast‑growing company that rewards hard work and dedication Is ambitious, disciplined, hardworking, resilient and willing to learn Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST Must actively be a Year Up intern We’re a culture that Believes in responsible growth and is dedicated to supporting the communities we serve Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr Dormont Manufacturing Co
- Job Overview The Financial Services Representative I is a foundational role at Bank of America and Merrill. The position provides training and coaching to develop client servicing and sales skills. You will work in a phone‑based environment from a Merrill Contact Center...SuggestedInternshipFlexible hoursShift workDay shift
- ...Description Job Description Join Our Winning Team as a Financial Services Representative! Are you a dynamic, sales-driven individual seeking a... ..., including life insurance, retirement planning, and investment options. Build and maintain strong client relationships...Suggested
$41.71k - $69k
...ServiceDelivers exceptional service to BMO customers and... ...guidance regarding financial solutions that are in... ...everyday banking, retail investments, lending solutions,... ...issues raised through consumer credit audits and quality... ...:SalariedThe above represents BMO Financial Group’s...SuggestedContract workPart timeLocal areaImmediate startDay shift$41.71k - $69k
...Delivers exceptional service to BMO customers and prospects... ...guidance regarding financial solutions that are in... ...banking, retail investments, lending solutions, home... ...issues raised through consumer credit audits and quality... ...salary listed above represents BMO Financial Group's...SuggestedContract workPart timeLocal areaImmediate startDay shift- Bank of America is hiring a Financial Services Representative I in Rolling Meadows, Illinois. This foundational role prepares you for long-term career growth through best-in-class training and hands-on practice. You will deliver point of call servicing and build exceptional...Suggested
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...financial strategies—insurance, investments, and annuities—built to reinforce each... ...and access to the best products and services for our clients. Our Financial Representatives...Full timeContract workPart timeFor contractorsInternshipLocal areaFlexible hours$125k - $175k
...relationships in addition to providing advisory services and support to current clients at the... ...continuous effort in proven return-on-investment activities. They will be willing and... ...adaptability to technology, proficient in CRM and Financial Planning software and ability to stay...Temporary workWork at officeFlexible hours$65k - $80k
...Description Position Title: Financial Planner Reports to: SVP... ...such as retirement, savings, investing and estate planning. The... ...financial plans with our social service acumen to create holistic plans... ...to help provide consumers with guaranteed income and life...Full timeWork at office$24 - $30 per hour
...looking out for our consumer and business customers... ...proactively identifying financial goals and needs and... ...banking products and services. Your... ...management, banking, investments, consumer lending, business... ...The compensation range represents the anticipated low and...Hourly payFull timeH1bWork at officeRemote workWork from homeFlexible hours$21 - $23 per hour
...neighborhood needs—to tailor its service offerings to the needs and... ...home financing, trust and investments as well as a full range of... ...customer requests to uncover financial goals and recommend appropriate... ...with opening and closing consumer accounts, maintenance changes...Full timeTemporary work$43.68k - $69.9k
...Operations and Sales & Service. There will be a... ...consultative sales process and Financial Needs Assessment to... ...knowledge of Retail consumer and small business products... ..., Commercial and Investment), referring customers... ...Ability to professionally represent Fifth Third Bank in...Work experience placementWork at office$45.38k - $75.63k
...variety of proactive sales and service activities. Manages the... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...checks as required by Consumer Financial Protection Bureau... ...service and community investments. Our inclusive workplace allows...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...ROSEMONT Overview The purpose of the Financial Representative is to meet the needs of middle-income... ...marketing plan to sell insurance and investment solutions. Travels throughout market... ...purpose of sales, conservation, and service. Adequately prepares for and conducts...Work at officeLocal area
$61.75k - $93.85k
...analysis and recommendations for a global, blue chip consumer electronics company for the business in Asia... ...Create RFP/RFI submissions, and delivering financial analysis that directly informs pricing, margin, and investment decisions across the business. The position partners...Temporary workWork at officeFlexible hoursWeekend work2 days per week$40k
...Job Description Job Description The Consumer Direct Loan Officer is responsible for handling inbound requests, building rapport... ...home buyer Advise about opportunities to improve the clients financial situation Guide clients in choosing the mortgage that is best...- J.P. Morgan is seeking a Private Client Advisor in Park Ridge, IL, to provide personalized investment solutions and comprehensive financial coaching. Ideal candidates have at least 2 years of experience as a Financial Advisor and possess the necessary licenses. You will...
$80k - $90k
...Job Description Position: Financial Planner Reports to :... ...personalized financial planning, investment guidance, insurance solutions... ...the independent financial services sector that specializes in the... ...to help provide consumers with guaranteed income and life...Full timeWork at office$22 per hour
...the review, documentation, and funding of consumer loans. This role is responsible for... ...promptly to inquiries and maintain high service levels for internal stakeholders. Collaborate... ...processing, consumer lending, banking, financial services, or related operations. Strong...Remote jobContract workTemporary workWork at office- ...Loan Processor to support review, documentation, and funding of consumer loans. The role emphasizes accuracy, compliance, and timely... ...setup in Vernon Hills, IL is offered, with a focus on delivering quality service and efficient loan cycles. #J-18808-Ljbffr TEKsystemsRemote job
$125 per hour
...offered! Mutual of Omaha Mortgage is a full‑service lending division offering a complete... ...rapport, understand and analyze the full financial situations of our customers. Provide... ...mandatory. The Perks One of the best consumer direct compensation plans in the market....Hourly payMinimum wageLocal areaFlexible hours$24 - $30 per hour
## Financial Relationship Banker - Glendale HeightsApplyremote... ...looking out for our consumer and business... ...banking products and services.**Duties & Responsibilities... ...in banking, sales, investments, consumer lending,... ...compensation range represents the anticipated low and...Full timeH1bWork at officeRemote workWork from homeFlexible hours$24 - $30 per hour
## Financial Relationship Banker - North BarringtonApplyremote... ...looking out for our consumer and business... ...banking products and services.Your responsibilities... ...management, banking, investments, consumer lending, business... ...compensation range represents the anticipated low...Hourly payFull timeH1bWork at officeRemote workWork from homeFlexible hours$24 - $25 per hour
...delivering extraordinary customer service. You are energetic and... ...with our customers, using your financial knowledge to offer thoughtful... ...Veterans About The Team Our Consumer & Community Banking division... ..., mortgages, auto financing, investment advice, small business loans...Full timePart timeImmediate startAfternoon shift- ...Farm is looking for an outstanding Sales Representative to join our exceptional team! With a... ...and a commitment to providing superior service, we offer an unparalleled opportunity to... ...our clients with top-tier insurance and financial services. Million Dollar Round Table:...Local area
$40k - $60k
...clients. Let’s brainstorm some out-of-the-box ideas! Customer Service: Be the friendly face our customers can rely on. You’ll provide... ...Located In Glenview, IL And Help Customers With Their Insurance And Financial Services Needs, Including Auto insurance Home insurance Life...For contractorsLocal area- ...is seeking a customer-focused professional to deliver tailored financial solutions and guidance through in-branch and digital channels.... ...needs, recommend appropriate everyday banking, lending, and investment options, and drive relationship growth while delivering a high...
$57.5k - $100.21k
...insights that inform technology investment decisions. At the core of... ...to have technical acumen, financial understanding, and data interpretation... ...Insurance and Financial Services Referrals increase your... ...1 month ago Senior Manager Consumer Insights Strategy & Capabilities...Full timeContract workWork at officeRemote workWork visaFlexible hours- ...Operations and Sales & Service. There will be a... ...consultative sales process and Financial Needs Assessment to... ...knowledge of Retail consumer and small business products... ..., Commercial and Investment), referring customers... ...Ability to professionally represent Fifth Third Bank in...Work experience placementWork at office
$100k - $120k
...Senior Financial AnalystThe Senior Financial Analyst will report directly to the Director... ...such as accounting, corporate finance, investment banking, etcKnowledge/Skills/AbilitiesComprehensive... ..., national or ethnic origin, military service status, or other protected...Weekly payTemporary workWork at officeImmediate startVisa sponsorshipWork visa- ...ll make an impact As a Senior Financial Analyst your primary focus... ...relationships with clients and external service providers such as actuaries, tax advisors, auditors, investment managers, bankers, carriers... ...or procedural expert to represent the team on cross-functional...Local area
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