Investment Specialist Trainee

3 weeks ago

Bar Harbor, Maine, United States Bank of America Full time
Job Description:

This role is responsible for providing phone-based services to relationship roles 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.


This role is responsible for phone-based service to relationship roles where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs.

These individuals are trained on managed products, trading in self-directed accounts, chat functionality and 529 products over a 12-month timeframe.

During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams.

The role acts as a central entry point into a fully licensed financial services career.

An Investment Specialist Trainee (responsibilities):

  • Identifies clients' needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
  • Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications
  • 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 their financial goals

You're the kind of person that (required skills):

  • 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
  • Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.
  • 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.
You'll be even more prepared if you have (desired skills):

  • A bachelor's degree, or 1-2 years of experience in a performance-based environment.
  • The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
  • Leadership capabilities.

Skills Used in this Role:

  • Establishing Trust
  • Customer Service
  • Overcoming Objections
  • Consulting
  • Risk Management
  • Organization
  • Critical Thinking
  • Conflict Resolution
  • Building Rapport
  • Active Listening
  • Customer Focus
  • Analytical Thinking

Additional Skills:

  • 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

Bank of America is committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. This role is compensated with a base salary and is not incentive eligible. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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