Consumer Investments Financial Service Representative I

Role Overview

• 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.
• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner.
• Triages client requests and makes referrals to appropriate internal specialists.
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities.

Requirements

• Must be a current Year-Up intern with Bank of America
• Strong computer application skills, including Microsoft Office

Benefits

• 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