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Consumer Investments – Financial Services Representative

Consumer Investments – Financial Services Representative

CompanyBank of America
LocationSparks, MD, USA
Salary$24 – $25.96
TypeFull-Time
Degrees
Experience LevelEntry 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

    No preferred qualifications provided.