Chandler, Arizona
19 hours ago
Sr. Registered Phone Rep- Retirement and Benefits

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. 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.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

Sr Registered Reps have at least one year call center experience. Handle more complex calls including Integrated Benefits, Non-Qual. Plans, Defined Benefit Plans, Merrill Lynch Advice Access, and Self-Directed Brokerage.

Required Qualifications:

Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidenceNon-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days​.Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial livesFully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutionsCommitment to excellent attendance with proven reliability and can adhere to the agreed upon work scheduleAbility to handle confidential matters and sensitive information in a responsible mannerDependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidaysApplies strong critical thinking and problem-solving skills to meet clients’ needsExhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skillsAbility to work under pressureCan learn and understand technology to assist clients with the latest in Digital and Digital banking​Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objectionsComfortable receiving ongoing performance feedback and coachingAbility to learn and adapt to new information and technology platformsMinimum of an intermediate level of proficiency with computers and current technologyMust be flexible to work various shifts; Monday – Sunday, 6:30 pm – 5:30 am EST; 40 hours per week

** 2nd shift **

Desired Qualifications:

FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licensesExperience working in a client focused environment, call center or a financial/banking centerCustomer service experienceUnderstands Retirement plans and productsKnowledge of financial terms and conceptsBilingual Spanish

Skills:

Account ManagementBusiness AcumenCustomer and Client FocusIssue ManagementRegulatory ComplianceActive ListeningOral CommunicationsProblem SolvingRisk ManagementTradingAdaptabilityAttention to DetailValuation Ethics and Practice Standards

Shift:

2nd shift (United States of America)

Hours Per Week: 

40
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