1+ months

Financial Service Representative

Pennington, NJ 08534
**Job Description:**

As a Retirement Benefits Financial Services Representative (FSR) youll work in an inbound contact center serving our Merrill Lynch clients who participate in corporate-sponsored retirement and benefit plans (e.g. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). You will be required to obtain the FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days (if not currently held). We prepare you for the licensing exams by providing resources and materials, a personalized study track and a dedicated group of licensed leaders available for questions and support.

What youll do

As a Financial Services representative you will provide first-call resolution and will be responsible for:

Providing clients with clear information and specific details on their retirement and benefit plans

Error-free processing of financial transactions including stock, money market and mutual fund trades

Demonstrating professionalism, trust and teamwork

Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients questions and inquiries

Proactively identifying and escalating risks and seeking opportunities to improve the customer experience

Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access. This position works 37.5 hours per week, 5 days, Mon-Fri, the dept. is open between 8am and 9pm so flexibility is needed.

**Required skills:**

+ FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license. If not currently held, must be obtained within 240 days. This requires the ability to understand and retain financial terms and concepts, dedication to spending the needed time to study and an unwavering commitment to stay on track with the study plan

+ Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence

+ History of effective problem-solving and decision-making skills that balances the needs of all parties involved

+ Recent experience with identifying creative solutions to improve a customer experience or key process

+ Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures

+ Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day.

**Desired skills:**

+ FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licenses

+ Knowledge of financial terms and concepts

+ Understanding of retirement plans and products

+ Enterprise Overview

+ Representatives are client-facing customer service professionals who work in a team environment assisting Merrill Lynch 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.

**Posting Date** : 09/10/2019

**Location** :


- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 37.5

**Shift** : 1st shift

**Weekly Schedule** : Mon-Fri, the dept. is open between 8am and 9pm so flexibility is needed.

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.


  • Banking / Finance
Posted: 2019-08-14 Expires: 2019-11-09

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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Financial Service Representative

Bank of America
Pennington, NJ 08534

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