Consumer Investments - Financial Services Representative I (Lincoln, RI)

Bank of America; Riverside (OH); On-site; USD 52,000 - 56,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Paid time off

Job summary

Bank of America in the United States is seeking a customer-focused professional to handle detailed product and account inquiries, educating clients on value-added opportunities and guiding them to the right specialists. You will triage requests, deliver timely resolutions, and contribute to a high-quality client experience.

The role emphasizes strong communication, proactive client engagement, and collaboration with internal teams to meet client needs while adhering to procedures.

Qualifications

• Bachelor’s degree and/or minimum of one year of experience in a performance-based environment
• Proven ability to deliver solutions and experiences that improve clients’ financial lives
• Strong communication and collaboration to build client relationships

Responsibilities

• 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

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer Focus

Oral Communications

Account Management

Client Experience

Branding

Decision Making

Emotional Intelligence

Prioritization

Written Communications

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

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.

Responsibilities

• 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

Required Qualifications

• Delivers solutions and experiences that improve clients’ financial lives


• Applies learnings and adapts new information to identify appropriate client solutions


• Builds strong client relationships through effective communication and collaboration


• Displays a proactive and ambitious mindset and effective time management


• Demonstrates a results-driven mindset and prioritizes client interests


• Demonstrates a willingness to establish a career in the financial services industry


• Strong computer application skills, including Microsoft Office

Desired Qualifications

• Bachelor’s degree and/or minimum of one year of experience in a performance-based environment

Skills

• Active Listening


• Attention to Detail


• Critical Thinking


• Customer and Client Focus


• Oral Communications


• Account Management


• Client Experience


• Branding


• Decision Making


• Emotional Intelligence


• Result Orientation


• Adaptability


• Coaching


• Prioritization


• Referral Identification


• Written Communications

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - RI - Lincoln - 670 George Washington Hwy (RI1541), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)

Pay range

$25.00 - $27.00 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

• This role is currently benefits eligible.


• We provide 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.

Privacy Statement

https://careers.bankofamerica.com/en-us/privacy-notice

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Opportunity and Inclusion Each employee brings unique skills, background and opinions.

We see opportunity and inclusion as our platform for innovation and a key component in our success.

Our Values Learn about our four values that represent what we believe.

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency