Retirement & Distributions Specialist

Bank of America

Pennington, NJ
Job Code:
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Job Details

Company Bank of America

Job Title Retirement & Distributions Specialist

Jobid bankofamerica-17036719PenningtonNJ

Location: Pennington, NJ, 08534, USA

Description **Job Description:**

At Bank of America/Merrill Lynch, our purpose is to help make financial lives better, through the power of every connection. Along with taking care of our customers; we are committed to being a great place to work and are intent on creating an environment where all employees have the opportunity to achieve their goals. We make career growth a priority at every stage of your career by supporting internal career advancement so that talented employees are deployed in positions that enable them to deliver their greatest value to our organization.

After successful completion of a robust training curriculum, the Client Service Representatives (CSR) will be responsible for providing world class service to our Bank of America/Merrill Lynch clients and/or Internal Sales Partners via inbound and outbound calls, as well as processing financial service requests accurately and in a timely fashion. The CSR must consistently demonstrate excellent verbal and written skills and display a strong commitment to customer satisfaction and service ownership. All Associates must also exhibit a cooperative and professional work ethic and team oriented behaviors to ensure organizationalsuccess.

**Key responsibilities:**

+ Handling incoming client inquires utilizing professional telephone and problem solving skills

+ Work efficiently and effectively with Bank of America/Merrill Lynch partners to service client requests and resolve complex/high risk client issues

+ Expand knowledge base through cross-training additional products and services to assist as required by volume and/or staffing needs

**Desired skills:**

+ College Degree strongly preferred

+ At least one year experience in customer service

**Additional job competencies:**

+ Professional Demeanor: Demonstrating patience, composure and client service attitude

+ Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client’s request

+ Problem Solving and Decision Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems

+ Initiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others

+ Communication Skills: Ability to communicate effectively (both verbally and written), tailor communications to audience, actively listen and timely follow-up with questions and updates to involved parties

**Posting Date** : 05/22/2017

**Location** : US-NJ-Pennington

**Travel** : No

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

**Hours Per Week** : 37.5

**Shift** : 1st shift

**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 .

**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 section for answers to these questions and more.

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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