Consumer Investments Financial Service Representative I
Bank of America•Lincoln, NE
•$25 - $27•Onsite
About The Position
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.
Requirements
- Must be a current Year-Up intern with Bank of America
- 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, including Microsoft Office
Nice To Haves
- Bachelor’s degree and/or minimum of one year of experience in a performance-based environment
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
Benefits
- Access to paid time off
- Resources and support to our employees
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
High school or GED
