Life Services Financial Services Representative - Hunt Valley
$49,920–$53,980 year
On-site · Hunt Valley, Maryland, United States
Job Summary
The Financial Services Representative I position at Bank of America is primarily phone-based, focusing on delivering account servicing and resolution for clients. Key responsibilities include identifying client needs, providing exceptional care, and guiding clients with needs-based solutions to support their financial goals. The role prepares individuals for a long-term career in financial services, offering world-class training and development opportunities. Qualifications include client focus, effective communication skills, and a passion for excellence. Ideal candidates should be self-motivated, goal-oriented, and possess strong multitasking abilities.
Required 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
- Is ambitious, disciplined, hardworking, resilient, and willing to learn
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