Financial Services Advisor I

Merrill; Chandler (AZ); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to answer detailed questions about products, accounts, and financial services. The role emphasizes education of clients on opportunities and timely service while following procedures.

Responsibilities include resolving escalated inquiries, triaging requests, and applying knowledge of financial products to educate clients on value-added opportunities, with a customer-centric mindset.

Qualifications

• High school diploma or equivalent required.
• Experience delivering customer service in financial services is a plus.
• Strong communication and collaboration skills are essential.

Responsibilities

• Provides exceptional customer service and resolves complex inquiries.
• Triages client requests and refers to internal specialists as needed.
• Educates clients on financial products and value-added opportunities.

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer 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

Tools

Microsoft Office

Job description

Bank of America is seeking a customer-focused professional to answer detailed questions about products, accounts, and financial services. The role emphasizes education of clients on opportunities and timely service while following procedures.

Responsibilities include resolving escalated inquiries, triaging requests, and applying knowledge of financial products to educate clients on value-added opportunities, with a customer-centric mindset.