Bank of America
Life Services Financial Services Representative - Hunt Valley
Lincoln · Full-time · Posted Jan 2, 2025
About the job
Provides phone-based servicing for Merrill clients, helping beneficiaries transition assets after an account holder’s death and referring clients to suitable financial specialists and solutions.
What you'll do
- Handle inbound and outbound calls, provide account servicing and resolution, and assist beneficiaries with required documentation and asset-transition logistics.
- Identify client needs, provide needs-based guidance, and refer sales opportunities to specialist and sales teams.
- Process documents and conduct research while building and maintaining client relationships.
What they ask for
- Strong computer skills.
- Effective communication skills and aptitude for sales and relationship management.
- Ability to identify client needs and refer them to appropriate solutions.
- Client-focused, self-motivated, and able to multitask in a fast-moving, performance-based environment.
Pay
$24.00 - $25.96 USD hourly pay (base salary; not incentive eligible)
Model-written summary · the original posting is authoritative