Financial Service Representative- Retirement And Benefits Investment Specialist 2Nd Shift

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Summary:

Representatives are client-facing customer service professionals who work in a team environment assisting Merrill clients with financial transactions and inquiries relating to Retirement and benefit plans. Non-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days.

Job Description:

The Retirement & Benefits Investment Specialist is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a Retirement & Benefits Investment Specialist, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include a focus on servicing corporate-sponsored Retirement and benefit plans (e.g., defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans) by providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.

Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter.

You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support.

The Licensing Program provides you with the coaching and guidance that you’ll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill.

We’ll help you

• Develop the knowledge and skills you need to deliver world-class client care
• Get training and one-on-one coaching from academy managers who are invested in your success.
• Develop techniques to confidently engage with clients by telephone
• Have an opportunity to earn your Security Industry Essentials (SIE), Series 7 and Series 63 licenses through scheduled study time, in depth online resources, and on-site coaching
• Continue to learn and grow in a culture where growth and career advancement are a priority

As a Retirement & Benefits Investment Specialist, you can look forward to

• Becoming a licensed and registered representative who is able to trade stocks, bonds, and other investment instruments for clients ranging from casual investors to high net worth and active traders.
• Working in a well-compensated, highly collaborative environment.
• Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access
• Proactively identifying and escalating risks and seeking opportunities to improve the client experience

You’re the kind of person that (Required Skills):

• 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
• Is an effective communicator with an aptitude for relationship management
• Has strong computer skills
• Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 63.
• 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.
• Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence

We are a culture that:

• Believes in responsible growth and is dedicated to supporting the communities we serve.
• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Shift:

Hours Per Week: