Financial Services Associate I – Client Solutions

Bank of America

Pennington (NJ)

On-site

USD 34,000 - 37,000

Full time

6 days ago

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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

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

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