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Consumer Investments - Financial Services Representative I (Chandler, AZ)

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.Responsibilities:Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely mannerTriages client requests and makes referrals to appropriate internal specialistsApplies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunitiesRequired Qualifications:Delivers solutions and experiences that improve clients' financial livesApplies learnings and adapts new information to identify appropriate client solutionsBuilds strong client relationships through effective communication and collaborationDisplays a proactive and ambitious mindset and effective time managementDemonstrates a results-driven mindset and prioritizes client interestsDemonstrates a willingness to establish a career in the financial services industryStrong computer application skills, including Microsoft OfficeDesired Qualifications:* Bachelor's degree and/or minimum of one year of experience in a performance-based environmentSkills:Active ListeningAttention to DetailCritical ThinkingCustomer and Client FocusOral CommunicationsAccount ManagementClient Experience BrandingDecision MakingEmotional IntelligenceResult OrientationAdaptabilityCoachingPrioritizationReferral IdentificationWritten CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week:40
Consumer Investments - Financial Services Representative...