Consumer Investments - Investment Specialist Trainee; Obtain SIE Series

Overview

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. We are committed to a diverse and inclusive workplace and offer competitive benefits to support well-being. Working here provides opportunities to learn, grow and make an impact.

This role is responsible for providing phone-based services to relationship clients. The representative handles inbound service calls daily to solve financial needs, deepens relationships by referring clients to specialized sales teams, and serves as a central entry point into a fully licensed financial services career. Expectations include managing products, trading in self-directed accounts, and maintaining knowledge of chat functionality and a wide variety of products.

• Identifies clients’ needs and finds proper solutions by referring sales opportunities to specialist and sales teams.
• Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications.
• Focuses daily on service to sales with existing Merrill clients.
• Provides exceptional client care, grows client relationships, and guides clients with needs-based solutions that support their financial goals.

• 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 refer sales opportunities to specialist and sales teams.
• Is an effective communicator with an aptitude for sales and relationship management.
• Has strong computer skills.
• Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.
• 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.

• A bachelor’s degree, or 1-2 years of experience in a performance-based environment.
• The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses.
• Leadership capabilities.

For internal employees; participation in a work from home posture does not make you ineligible to post.

• Establishing Trust
• Customer Service
• Overcoming Objections
• Consulting
• Risk Management
• Organization
• Critical Thinking
• Conflict Resolution
• Building Rapport
• Active Listening
• Customer Focus
• Analytical Thinking

• 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

Shift: 1st shift (United States of America)

Hours Per Week: 40