Bank of America
Life Services Financial Services Representative
Pennington · Full-time · Posted Oct 9, 2026
- Experience
- Bachelor’s degree and/or minimum of one year of experience in a performance-based environment (desired).
- Education
- Bachelor’s degree (desired).
About the job
Guides beneficiaries through the transition of deceased account assets by handling calls, processing documents, and preparing accounts for distribution to heirs.
What you'll do
- Resolve complex account inquiries, explain financial services, and refer clients to appropriate specialists.
- Process documentation and distributions according to client instructions, including multiple-beneficiary scenarios.
- Contact beneficiaries and other stakeholders, provide clear next steps, and de-escalate concerns.
What they ask for
- Strong computer application skills, including Microsoft Office.
- Effective communication, collaboration, and time management.
- Ability to learn and adapt information to identify client solutions.
- Willingness to establish a career in financial services.
Nice to have
- Ability to take 15–20 calls per day.
- Bachelor’s degree and/or minimum of one year of experience in a performance-based environment.
Pay
$25.00 - $27.00 USD hourly pay (base salary)
Tools
Microsoft Office
Model-written summary · the original posting is authoritative