Consumer Investments - Financial Services Representative I (Pennington, NJ)

Bank of America; Pennington (NJ); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

40 hours/week

Job summary

Bank of America is seeking a customer-focused professional in Pennington, NJ to provide detailed product and account guidance and to educate clients on value-added opportunities. You will triage requests, reference internal specialists, and apply banking knowledge to promote financial solutions.

The role emphasizes timely service, relationship building, and ongoing learning within an in-office environment with flexible role-specific considerations.

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

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

Written Communications

Decision Making

Emotional Intelligence

Prioritization

Referral Identification

Account Management

Client Experience Branding

Education

High School Diploma

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Job Description

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 - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

Pay and benefits information

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.