Bank of America
Consumer Investments - Financial Service Representative
Rolling Meadows · Full-time · Posted Sep 13, 2023
About the job
Provides phone-based brokerage account service and resolution for Merrill clients, identifies their needs, and presents or refers suitable financial services and solutions.
What you'll do
- Service and resolve brokerage account inquiries at the point of call.
- Identify client needs and refer sales opportunities to specialist and sales teams.
- Build client relationships by presenting Merrill and Bank of America services and solutions.
What they ask for
- Must be an active Year Up intern and a member of the Year Up program.
- Strong computer skills.
- Effective communication skills and aptitude for sales and relationship management.
- Flexibility to work any schedule Sunday to Friday, 8 a.m. to 9 p.m. CST.
Model-written summary · the original posting is authoritative