Sr Registered Phone Rep- Retirement and Benefits Investment Specialist

2 weeks ago

Rapid City, South Dakota, United States Bank of America Full time
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Job Description:

Sr Registered Reps have at least one year call center experience. Handle more complex calls including Integrated Benefits, Non-Qual. Plans, Defined Benefit Plans, Merrill Lynch Advice Access, and Self-Directed Brokerage.

Required Qualifications:
  • FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses
  • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients' financial lives
  • Fully understands how life events can impact a client's financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
  • Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
  • Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
  • Communicates effectively and confidently with all clients to make their financial lives better
  • Ability to engage with clients while navigating multiple screens - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections
  • Comfortable receiving ongoing performance feedback and coaching
  • Ability to learn and adapt to new information and technology platforms
  • Minimum of an intermediate level of proficiency with computers and current technology
  • Understands Retirement plans and products
  • Must be flexible to work various shifts; Monday - Sunday, 7:00 am - 10:00 pm EST; 40 hours per week


**1st and 2nd shifts **

Desired Qualifications:
  • Experience in a call center or a financial/banking center
  • Customer service experience
  • Knowledge of financial terms and concepts


Skills:
  • Account Management
  • Business Acumen
  • Customer and Client Focus
  • Issue Management
  • Regulatory Compliance
  • Active Listening
  • Oral Communications
  • Problem Solving
  • Risk Management
  • Trading
  • Adaptability
  • Attention to Detail
  • Valuation Ethics and Practice Standards


Shift:
1st shift (United States of America)

Hours Per Week:
40

  • Financial Service Representative- Retirement and Benefits Investment Specialist

    2 weeks ago

    Rapid City, South Dakota, United States Bank of America Full time

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for...

  • Investment Advisory Specialist

    1 month ago

    Rapid City, South Dakota, United States Bank of America Full time

    Job Description:The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment solutions backed by the research and insights of Merrill Lynch in a single fiduciary program designed to help clients pursue meaningful outcomes.The Investment Advisory Specialist provides advice and guidance to Financial...

  • Sr. Retirement Relationship Manager

    5 days ago

    Rapid City, South Dakota, United States Bank of America Full time

    Job Description:The Sr. Client Relationship Manager (Sr. CRM), a Director level position, is responsible for the overall relationship across our Institutional Retirement PlansClient base within RPWS. The CRM is the strategic lead who is responsible for the satisfaction, retention, and revenue of our Defined Contribution, DefinedBenefit and Non-Qualified...

  • Financial Service Representative- Retirement and Benefits Investment Specialist Bilingual Spanish

    2 weeks ago

    Rapid City, South Dakota, United States Bank of America Full time

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for...

  • Internal Investment Advisory Specialist

    2 weeks ago

    Rapid City, South Dakota, United States Bank of America Full time

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Retirement and Benefits Client Service Representative

    2 weeks ago

    Rapid City, South Dakota, United States Bank of America Full time

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for...

  • Sr. Client Relationship Manager

    5 days ago

    Rapid City, South Dakota, United States Bank of America Full time

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • ISG Specialist Business Support Senior Analyst

    4 weeks ago

    Rapid City, South Dakota, United States Bank of America Full time

    Job Description:Job DescriptionThe Investment Solutions Group (ISG) Specialists provide advisors and clients with support around a wide range of products and solutions for both brokerage and fee-based accounts. The Business Support Sr Analysts will be part of the COO group that supports business management and reporting routines, as well as strategic...

  • Registered National Financial Solutions Advisor I

    5 days ago

    Rapid City, South Dakota, United States Bank of America Full time

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • ROW (Right-of-Way) Specialist

    1 month ago

    Rapid City, South Dakota, United States Vantage Point Solutions Full time

    Vantage Point Solutions, a growing and dynamic telecommunications consulting and engineering firm, is seeking a qualified individual to join our team of professionals. We have an immediate opening for a Right-of-Way (ROW) Specialist at our headquarters in Mitchell, SD.Summary/ObjectiveThe ROW Specialist, under the direction of the ROW Department Supervisor,...

  • National Financial Solutions Advisor I

    3 weeks ago

    Rapid City, South Dakota, United States Bank of America Full time

    Job Description:At Bank of America, we re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when...

  • Outside Sales Representative

    4 days ago

    Rapid City, South Dakota, United States Builders FirstSource Full time

    Ignite your career at Builders FirstSource, America's largest supplier of building materials, value-added components and building services to the professional market. The #1 name in our industry, we help make the dream of home ownership more achievable every day. At BFS, you'll be equipped with all the tools, training, and resources you need, and you'll be...

  • Electrophysiologist

    4 days ago

    Rapid City, South Dakota, United States Monument Health Full time

    We are seeking a Board Certified/Board Eligible Cardiac Electrophysiologist to join our progressive practice in Rapid City.With a team of board-certified physicians, skilled support staff and excellent facilities, Monument Health Heart & Vascular Institute offers a full spectrum of cardiovascular care.The successful candidate will be a team player with...

  • Cardiothoracic Surgeon

    5 days ago

    Rapid City, South Dakota, United States Monument Health Full time

    We are seeking a Board Certified Cardiothoracic Surgeon to join our progressive practice in Rapid CityRecruiting a team player with excellent work ethic and clinical skills.With a team of board certified physicians, skilled support staff and excellent facilities, Monument Health Heart & Vascular Institute offers a full spectrum of cardiovascular care.This...

  • gynecologic oncology

    4 days ago

    Rapid City, South Dakota, United States Monument Health Full time

    Seeking a full-time Gynecologic Oncologist to lead services at Monument Health s Cancer Care Institute, a state-of-the art, newly expanded 60,000 sq. ft. facility located adjacent to Monument Health Rapid City Hospital, a 417-bed tertiary referral center.Our opportunity provides:A multi-disciplinary complement of cancer and other specialists, including...

  • Service Specialist 1

    2 months ago

    Rapid City, South Dakota, United States Black Hills Corporation Full time

    Job ID: 35163Job DescriptionJob SpecificationsThis important role will safely install, repair, and service domestic and commercial appliances covered.LOCATION: Cozad, Nebraska Required to live in a location that permits timely response to State and Company requirements of responding to emergency situations not to exceed 60 minutes.PAY RANGE: $ $39.46 per...

  • Senior Client Service Manager

    5 days ago

    Rapid City, South Dakota, United States Bank of America Full time

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • cardiology, non-interventional

    5 days ago

    Rapid City, South Dakota, United States Monument Health Full time

    With a team of board-certified physicians, skilled support staff and excellent facilities, Monument Health Heart & Vascular Institute offers a full spectrum of cardiovascular care.Our ideal candidate will have a strong interest in diagnostic testing and the desire to work in very busy clinical setting. Offices are fully equipped for stress testing, Holter...

  • Instructor, Lecturer, or Senior Lecturer of Mathematics

    4 days ago

    Rapid City, South Dakota, United States South Dakota State University Full time

    Posting DetailsPosting Details Logo Institution South Dakota MinesWorking Title Instructor, Lecturer, or Senior Lecturer of MathematicsPosting Number F01403PDepartment SDSMT-MathematicsPhysical Location of Position (City) Rapid CityPosting Text The Department of Mathematics at South Dakota Mines invites applications for a full-time Instructor, Lecturer, or...

  • Cashier

    5 days ago

    Rapid City, South Dakota, United States SpartanNash Company Full time

    At SpartanNash, we deliver the ingredients for a better life through customer-focused innovation. We do this for our supply chain customers and U.S. military commissaries, retail store guests and, most importantly, our Associates. In fact, we see a day when each will say, "I can't live without them."Our SpartanNash family of Associates is 17,000 strong,...