Consumer Investments- Financial Service Representative I Lincoln, Rhode Island **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 the Financial Services Representative I is the ideal role for you. Must be flexible Sunday-Friday 8am to 8pm EST The **Financial Services Representative I** is 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) + 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 8pm EST** 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:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) . To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.