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Lincoln

    Life Services Financial Services Representative - Lincoln, United Kingdom - Bank of America

    Bank of America
    Bank of America Lincoln, United Kingdom

    3 weeks ago

    Default job background
    Full time
    Description

    Description

    :

    This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

    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

    We'll help you


    • Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy


    • Get training and one-on-one coaching from academy managers who are invested in your success


    • Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide


    • Develop techniques to confidently engage with clients by telephone


    • Continue to learn and grow in a culture where growth and career advancement are a priority

    As a Financial Services Representative I, you can look forward to


    • Providing a world class client experience through point of call account servicing and resolution


    • Working in a well-compensated, highly collaborative environment


    • Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America

    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

    Additional Skills Used:


    • 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

    Shift:

    1st shift (United States of America)

    Hours Per Week:

    40
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