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Sr Registered Phone Rep- Retirement and Benefits Investment Specialist
4 months ago
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
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.
As a Senior Registered Merrill Retirement & Benefits Investment Specialist you will provide first-call resolution and will be responsible for:
Providing clients with clear information and specific details on their retirement and benefit plansError-free processing of financial transactions including stock, money market and mutual fund tradesDemonstrating professionalism, trust, and teamworkNavigating through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information to clients questions and inquiriesProactively identifying and escalating risks and seeking opportunities to improve the customer experienceEffectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access Skills & Experience: FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license or equivalent required.Proven experience verbally delivering complex information clearly, concisely, and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidenceHistory of effective problem-solving and decision-making skills that balances the needs of all parties involvedRecent experience with identifying creative solutions to improve a customer experience or key processDemonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies, and proceduresIntellectually curious self-starter committed to making a positive impact on every client, through every call, every day Desired Skills & Experience: Knowledge of financial terms and conceptsUnderstanding of retirement plans and product **1st & 2nd Shift Available Skills:Account ManagementBusiness AcumenCustomer and Client FocusIssue ManagementRegulatory ComplianceActive ListeningOral CommunicationsProblem SolvingRisk ManagementTradingAdaptabilityAttention to DetailValuation Ethics and Practice StandardsMinimum Education Requirement: NullShift:1st shift (United States of America)Hours Per Week: 40