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1M
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
Consumer Investments - Financial Services Representative I (Lincoln, RI)
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Services Representative
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Based on California data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$78,186 / year median in California
-6% projected decline
Job Description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths- whether shaped by military service, community college education, or a wide range of work and life experiences.
Job Description:
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.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 opportunitiesRequired Qualifications:
Delivers solutions and experiences that improve clients' financial lives Applies learnings and adapts new information to identify appropriate client solutions Builds strong client relationships through effective communication and collaboration Displays a proactive and ambitious mindset and effective time management Demonstrates a results-driven mindset and prioritizes client interests Demonstrates a willingness to establish a career in the financial services industry Strong computer application skills, includingMicrosoft Office Desired Qualifications:
Bachelor's degree and/or minimum of one year of experience in a performance-based environmentSkills:
Active Listening Attention toDetail 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 equivalentShift:
1st shift (United States of America)Hours Per Week:
40 Pay Transparency details US- RI•Lincoln•670 George Washington Hwy (RI1541), US•RI•Riverside•3400 Pawtucket Ave•East Providence Call Center (RI1530) Pay and benefits information Pay range $25.
- $27.