Investments & Financial Services Advisor I

Bank of America; Riverside (OH); On-site; USD 52,000 - 56,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Paid time off

Job summary

Bank of America in the United States is seeking a customer-focused professional to handle detailed product and account inquiries, educating clients on value-added opportunities and guiding them to the right specialists. You will triage requests, deliver timely resolutions, and contribute to a high-quality client experience.

The role emphasizes strong communication, proactive client engagement, and collaboration with internal teams to meet client needs while adhering to procedures.

Qualifications

• Bachelor’s degree and/or minimum of one year of experience in a performance-based environment
• Proven ability to deliver solutions and experiences that improve clients’ financial lives
• Strong communication and collaboration to build client relationships

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

Account Management

Client Experience

Branding

Decision Making

Emotional Intelligence

Prioritization

Written Communications

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Bank of America in the United States is seeking a customer-focused professional to handle detailed product and account inquiries, educating clients on value-added opportunities and guiding them to the right specialists. You will triage requests, deliver timely resolutions, and contribute to a high-quality client experience.

The role emphasizes strong communication, proactive client engagement, and collaboration with internal teams to meet client needs while adhering to procedures.