Life Services Financial Services Representative
| Company | Bank of America |
|---|---|
| Location | Lawrence Township, NJ, USA |
| Salary | $24 – $25.96 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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
Responsibilities
- Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Focuses daily on service to sales with existing Merrill clients
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals
Preferred Qualifications
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Prioritization
- Active Listening
- Decision Making
- Emotional Intelligence
- Result Orientation
- Written Communications
- Account Management
- Adaptability
- Client Experience Branding
- Coaching
- Referral Identification