Financial Services Trainee — Client Solutions & Licensing

Bank of America; Lincoln (RI); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is seeking a dedicated representative to provide phone-based services, focusing on client relationships and financial solutions. This role includes managing inbound service calls and referring clients to specialized sales teams. Candidates should possess strong communication skills and a desire for a long-term career in financial services.

The position requires a minimum of a High School Diploma, with preference for those holding a Bachelor's Degree or relevant experience. The role offers a dynamic work environment in Lincoln, Rhode Island, with a full-time schedule of 40 hours per week.

Qualifications

• Client-focused with a passion for excellence and a positive team attitude.
• Self-motivated, goal-oriented, and able to multitask in a fast-paced environment.
• Ability to communicate effectively and manage client relationships.

Responsibilities

• Identify clients’ needs and refer sales opportunities to specialists.
• Provide exceptional client care to grow relationships.
• Manage products and maintain knowledge of various financial services.

Skills

Attention to Detail

Critical Thinking

Customer and Client Focus

Oral Communications

Prioritization

Active Listening

Decision Making

Emotional Intelligence

Result Orientation

Written Communications

Account Management

Adaptability

Client Experience Branding

Coaching

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree in related field

Job description

Bank of America is seeking a dedicated representative to provide phone-based services, focusing on client relationships and financial solutions. This role includes managing inbound service calls and referring clients to specialized sales teams. Candidates should possess strong communication skills and a desire for a long-term career in financial services.

The position requires a minimum of a High School Diploma, with preference for those holding a Bachelor's Degree or relevant experience. The role offers a dynamic work environment in Lincoln, Rhode Island, with a full-time schedule of 40 hours per week.