Life Service - Financial Service Representative

Bank of America

Chandler, Northern (AZ, KY)

Hybrid

USD 42,000 - 60,000

Full time

7 days ago

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Job summary

Bank of America is recruiting a Life Services Financial Services Representative (Transition Specialist) in Chandler, AZ to help clients move wealth assets smoothly and guide beneficiaries through the transition logistics.

You will handle inbound calls, pre-fill and process documents, and prepare accounts for distribution to heirs, collaborating with executors, attorneys, advisors, or state officials. Strong communication and meticulous detail are essential to success.

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
Displays a proactive and ambitious mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Demonstrates a willingness to establish a career in the financial services industry
Strong computer application skills, including Microsoft Office

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
Drives the wealth transition process forward through a combination of inbound and outbound calls, document processing, and distribution processing
Provides excellent client service to build value and identify opportunities for deepening conversations with licensed FSAs
Builds relationships with clients through proactive outreach and client-focused call flow
De-escalates client concerns by empathizing, taking ownership, and providing clear next steps and time frames
Responsible for executing on client disposition instructions for both simple and complex scenarios, including multiple beneficiary scenarios

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer Focus

Oral Communications

Account Management

Decision Making

Emotional Intelligence

Result Orientation

Adaptability

Coaching

Prioritization

Referral Identification

Written Communications

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.

This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Life Services Financial Services Representative (Transition Specialists) are owners of the wealth transition process for the team. Their day-to-day includes a combination of taking inbound calls, pre-filling and processing documents, and preparing accounts for distribution to heirs. In any one 8-hour shift, you may speak with beneficiaries, executors, attorneys, advisors, or state officials. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process.

Responsibilities:

Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner