Financial Services Advisor: Client Solutions & Referrals

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a customer service professional in Rhode Island (Lincoln) for a 1st shift, 40-hour work week. You will answer detailed questions about products and accounts, educate clients on value-added opportunities, and refer clients to specialists across the bank.

Responsibilities include resolving complex inquiries with care, triaging requests, and applying financial knowledge to help clients meet their goals. Benefits are comprehensive and competitive.

Qualifications

• High school diploma or GED required; bachelor’s degree preferred or equivalent experience.
• Experience in performance-based environments is a plus.
• Strong communication and relationship-building skills are essential.

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 and Client Focus

Oral Communications

Account Management

Client Experience Branding

Decision Making

Emotional Intelligence

Result Orientation

Adaptability

Coaching

Prioritization

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Tools

Microsoft Office

Job description

Bank of America is seeking a customer service professional in Rhode Island (Lincoln) for a 1st shift, 40-hour work week. You will answer detailed questions about products and accounts, educate clients on value-added opportunities, and refer clients to specialists across the bank.

Responsibilities include resolving complex inquiries with care, triaging requests, and applying financial knowledge to help clients meet their goals. Benefits are comprehensive and competitive.