Bank Of America Sr Financial Service Representative 

United States, Florida, Jacksonville 

938431576

Job Description:

Required Qualifications:

• FINRA Securities Industry Essentials Examination (SIE), Series 7 & Series 63 licenses
• One or more years of call center experience
• Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence
• Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• 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
• Ability to handle confidential matters and sensitive information in a responsible manner
• Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients’ financial lives
• Ability to handle confidential matters and sensitive information in a responsible manner
• Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
• Applies strong critical thinking and problem-solving skills to meet clients’ needs
• Can learn and understand technology to assist clients with the latest in Digital and Digital banking​

** 1st and 2nd shifts **

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

High School Diploma / GED / Secondary School or equivalent