The Financial Services Representative I is a foundational role designed to prepare you for your ... Is committed to advancing our tools, technology, and ways of working. We always put our clients ...
The Financial Services Representative I is a foundational role designed to prepare you for your ... Is committed to advancing our tools, technology, and ways of working. We always put our clients ...
Financial Service Representative (Loan Officer)
Meridian, ID · On-site
$19/hr
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation ...
Financial Service Representative (Loan Officer)
Meridian, ID · On-site
$19/hr
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation ...
Financial Service Representative (Loan Officer)
Mesa, AZ · On-site
$19/hr
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation ...
New
Financial Service Representative (Loan Officer)
Mesa, AZ · On-site
$19/hr
Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation ...
New
Auto, Home, Life, and basic Financial Services. • Build and manage a consistent pipeline through ... technology, and following processes. • Sales, service, banking, or call-center experience is a ...
Auto, Home, Life, and basic Financial Services. • Build and manage a consistent pipeline through ... technology, and following processes. • Sales, service, banking, or call-center experience is a ...
The Office & Financial Services Manager is expected to personally perform key operational and ... Ensure compliance with Convergint Technologies Contracting Policy through personal diligence and by ...
The Office & Financial Services Manager is expected to personally perform key operational and ... Ensure compliance with Convergint Technologies Contracting Policy through personal diligence and by ...
New Grad Summer 2027 - Financial Service Professional (Tempe)
Tempe, AZ · On-site
$23.18 - $38.63/hr
As a Financial Service Professional at LPL Financial, you will provide exceptional service to our ... technology resources they need to run thriving businesses. For further information about LPL ...
New Grad Summer 2027 - Financial Service Professional (Tempe)
Tempe, AZ · On-site
$23.18 - $38.63/hr
As a Financial Service Professional at LPL Financial, you will provide exceptional service to our ... technology resources they need to run thriving businesses. For further information about LPL ...
New Grad Summer 2027 - Financial Service Professional (Fort Mill)
Fort Mill, SC · On-site
$23.18 - $38.63/hr
As a Financial Service Professional at LPL Financial, you will provide exceptional service to our ... technology resources they need to run thriving businesses. For further information about LPL ...
New Grad Summer 2027 - Financial Service Professional (Fort Mill)
Fort Mill, SC · On-site
$23.18 - $38.63/hr
As a Financial Service Professional at LPL Financial, you will provide exceptional service to our ... technology resources they need to run thriving businesses. For further information about LPL ...
Service Tech - ROS
DE · On-site
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...
Service Tech - ROS
DE · On-site
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: * Paid Parental Leave * United ...
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: * Paid Parental Leave * United ...
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: * Paid Parental Leave * United ...
New
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: * Paid Parental Leave * United ...
New
Service Tech - ROS
Kenvil, NJ · On-site
$22.90 - $34.35/hr
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...
Service Tech - ROS
Kenvil, NJ · On-site
$22.90 - $34.35/hr
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...
Service Tech - ROS
$23.55 - $33.90/hr
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...
Service Tech - ROS
$23.55 - $33.90/hr
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...
Service Tech - ROS
Manassas, VA · On-site
$24.05 - $36.05/hr
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: * Paid Parental Leave * United ...
Service Tech - ROS
Manassas, VA · On-site
$24.05 - $36.05/hr
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: * Paid Parental Leave * United ...
Service Tech - ROS
Wappingers Falls, NY · On-site
$23.55 - $33.90/hr
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: * Paid Parental Leave * United ...
Service Tech - ROS
Wappingers Falls, NY · On-site
$23.55 - $33.90/hr
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: * Paid Parental Leave * United ...
Service Tech - ROS
DE · On-site
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...
Service Tech - ROS
DE · On-site
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...
Reefer Service Tech
Springfield, MO · On-site
$24 - $31.25/hr
Job Details Job Title Reefer Service Tech Business Function Carrier Branch Name MHC Carrier ... finance company which offers a complete array of finance and insurance services. We believe in ...
Reefer Service Tech
Springfield, MO · On-site
$24 - $31.25/hr
Job Details Job Title Reefer Service Tech Business Function Carrier Branch Name MHC Carrier ... finance company which offers a complete array of finance and insurance services. We believe in ...
Service Tech - ROS
Milwaukee, WI · On-site
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...
Service Tech - ROS
Milwaukee, WI · On-site
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...
Service Tech - ROS
Milwaukee, WI · On-site
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: * Paid Parental Leave * United ...
Service Tech - ROS
Milwaukee, WI · On-site
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: * Paid Parental Leave * United ...
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: * Paid Parental Leave * United ...
As a Service Tech I, you'll use your skills (diesel, automotive or other mechanical) to perform ... In addition to our health and financial plans, we also offer: * Paid Parental Leave * United ...
Financial Service Tech information
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Consumer Investments - Financial Service Representative
Rolling Meadows, IL • On-site
Full-time
Re-posted 16 days ago
Key responsibilities
Deliver point of call servicing and resolution on brokerage accounts.
Identify client needs and guide clients with needs-based solutions to support their financial goals.
Build and grow client relationships through understanding needs and presenting services and solutions.
Bank Of America rating
8.3
Based on 538 frontline employees who took The Breakroom Quiz
Job description
Job Description:
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career and passionate about developing strong relationships with clients, then theFinancial Services Representative Iis the ideal role for you.
TheFinancial Services Representative Iis a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
We'll help you
Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
Get training and one-on-one coaching from academy managers who are invested in your success
Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
Develop techniques to confidently engage with clients by telephone
Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to
Providing a world class client experience through point of call account servicing and resolution
Working in a well-compensated, highly collaborative environment
Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
You're the kind of person that (required skills)
Candidate must be a member of the Year Up program.
Is client-focused with a passion for excellence and a positive team attitude
Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment
Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
Is an effective communicator with an aptitude for sales and relationship management
Has strong computer skills
Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
Is ambitious, disciplined, hardworking, resilient and willing to learn
Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST
Must actively be a Year Up intern
We're a culture that
Believes in responsible growth and is dedicated to supporting the communities we serve
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
Shift:
1st shift (United States of America)Hours Per Week:
40What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US