Consumer Investments – Financial Services Representative
Company | Bank of America |
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Location | Sparks, MD, USA |
Salary | $24 – $25.96 |
Type | Full-Time |
Degrees | |
Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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
Responsibilities
- Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
- Triages client requests and makes referrals to appropriate internal specialists
- Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
Preferred Qualifications
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No preferred qualifications provided.