Life Services Financial Services Representative - Lincoln - Disability Solutions

    Disability Solutions
    Disability Solutions Lincoln

    4 days ago

    Disability Solutions background
    Description
    Job Title: Financial Services Representative I

    About the Role:

    We are seeking a highly motivated and client-focused individual to join our team as a Financial Services Representative I. As a key member of our Life Services team, you will be responsible for providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that support their financial goals.

    About Us:

    At Bank of America, we believe in being a great place to work for our teammates around the world. We are devoted to being a diverse and inclusive workplace for everyone, and we hire individuals with a broad range of backgrounds and experiences. Our company is guided by a common purpose to help make financial lives better through the power of every connection, and we deliver this purpose through our values of Responsible Growth.

    Key Responsibilities:

    • Identifies clients' needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams

    • Focuses daily on service to sales with existing Merrill clients

    • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals

    What We Offer:

    • Develops knowledge and skills needed to deliver world-class client care through the award-winning Bank of America Academy

    • Receives training and one-on-one coaching from academy managers who are invested in your success

    • Builds knowledge of core banking and investment solutions and connects clients to all of the solutions we provide

    • Develops techniques to confidently engage with clients by telephone

    • Continues to learn and grow in a culture where growth and career advancement are a priority

    Career Advancement:

    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

    Qualifications:

    • 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

    Additional Skills Used:

    • Attention to Detail

    • Critical Thinking

    • Customer and Client Focus

    • Oral Communications

    • Prioritization

    • Active Listening

    • Decision Making

    • Emotional Intelligence

    • Result Orientation

    • Written Communications

    • Account Management

    • Adaptability

    • Client Experience Branding

    • Coaching

    • Referral Identification

    Shift: 1st shift (United States of America)

    Hours Per Week: 40

    Pay Transparency details

    US - RI - Lincoln - 670 George Washington Hwy (RI1541)

    Pay and Benefits Information:

    Pay range: $24.00 - $25.96 hourly pay, offers to be determined based on experience, education, and skill set. Predictable pay: This role is compensated with a base salary and is not incentive eligible. Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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