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financial services representative bank of america

Is ambitious, disciplined, hardworking, resilient and willing to learn. Free interview details posted anonymously by Bank of America interview candidates. 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. Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America. They suggest customizing your resume to fit the specific job you are applying for by assessing the skills required for the role, and then highlighting the experiences and accomplishments you have that show your proficiency in those skills. What would you suggest Bank of America management do to prevent others from leaving? Leverage your professional network, and get hired. Working in a well-compensated, highly collaborative environment. These qualifications will differ if you are applying for an internship. By clicking Continue, you will be taken to a website that is not affiliated with Bank of America and may offer a different privacy policy and level of security. 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. Your responsibilities include a focus on service to sales with existing Merrill clients. Salary information comes from 14 data points collected directly from employees, users, and past and … As an FSR, you will work in a phone based environment from a Merrill Contact Center. Along with those tips, they prefer the resume to having the following layout: The assessments you may be asked for will vary by role, but below are the most common online psychometrics and talent assessments for Bank of America: The number of interviews a candidate will go through to get a job at Bank of America will vary by role, but most candidates have a phone interview along with a face to face interview. Copyright © 2008–2020, Glassdoor, Inc. "Glassdoor" and logo are registered trademarks of Glassdoor, Inc. Stock Bonus, Profit Sharing, Commission Sharing, Tips have not been reported for this role. Why did you leave your job at Bank Of America? Apply for the Retirement Benefits Financial Service Representative position (Job ID: 20048352), located in Chandler, Arizona, at Bank of America. As a Financial Services Representative, you can look forward to, You’re the kind of person that (required skills), You’ll be even more prepared if you have (desired skills), © 2013 - 2020 | BROKERHUNTER.com | All Rights Reserved. Here’s Exactly What to Write to Get Top Dollar, Financial Services Professional Inter­views, Customer Service Representative Inter­views, Financial Service Representative Inter­views, How To Follow Up After an Interview (With Templates! These assessment centers help Bank of America with the placement procedure to see where you would best fit on their team. By using this website, you agree to this use. After you have completed all the steps of the hiring process, the recruiter will reach out to you with an offer for your desired position! Salary information comes from 14 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months. The company is incredible when it comes to work life balance and I am proud to tell people I work at BOA. 489 Bank of America reviews. We use cookies - they help provide you with a better online experience. Can I schedule an appointment to meet with a bank representative at a financial center? Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. Posted 2 months ago. 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. Please note that all salary figures are approximations based upon third party submissions to Indeed. Believes in responsible growth and is dedicated to supporting the communities we serve. Bank of America is an investment bank and financial services company headquartered in Charlotte, North Carolina with locations worldwide. The Financial Services Representative (FSR) is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Pay could be better for such a profitable company. Wide range of investment options for all investment needs”, “Competitive vacation time off, you can purchase extra PTO and sabbaticals starting at 10 years”. Non-licensed candidates will be expected to obtain FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 licenses within 240 days. They also suggest keeping the resume 1-2 pages in length, using active language, and making it organized and easy to ready. “Wide range of option for all price points, including employee directed pkans that give the bet control of coverages and expenses”, “Company matching with annual bonus added to 401K, easy to use, change, and update plans. The Financial Services Representative (FSR) is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. This article will help job seekers who are looking at Bank of America for their career future. Salary estimated from 5 employees, users, and past and present job advertisements on Indeed in the past 36 months. Job DescriptionAt Bank of America, we’re creating real, meaningful relationships with individuals…See this and similar jobs on LinkedIn. How to Answer: What Are Your Strengths and Weaknesses? Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66. When factoring in bonuses and additional compensation, a Financial Services Representative at Bank of America can expect to make an average annual salary of $42,479 . Apply now for Financial Services Representative jobs at Bank of America in Jacksonville, FL. Some of the assessment centers you may be asked to complete are: The best way to prepare for BOA online assessments are to know the expectations of the role you are applying for, so you can highlight the desired skills. Phone interviews are mainly used as an additional screening process to ensure that the information on a candidate’s resume is correct. These figures are given to the Indeed users for the purpose of generalized comparison only. Along with that, make sure to practice the assessments so you are confident and prepared when taking the assessment for Bank of America. Wealth Management Field Support Representative, Small Business Deposits Client Services Representative II, Retail Client Services Representative II- 2nd Shift. As a Financial Services Representative, you can look forward to, You’re the kind of person that (required skills), You’ll be even more prepared if you have (desired skills), Bank of America, N.A. Retirement Benefits- Financial Services Representative Bank of America Pennington, NJ ... Sign in to save Retirement Benefits- Financial Services Representative at Bank of America. What is the bank's holiday schedule in 2020? This requires the ability to understand and retain financial terms and concepts, dedication to spending the needed time to study and an unwavering commitment to stay on track with the study plan•Proven experience verbally delivering complex information clearly, concisely and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence•History of effective problem-solving and decision-making skills that balances the needs of all parties involved•Recent experience with identifying creative solutions to improve a customer experience or key process•Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures•Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day, •FINRA Securities Industry Essentials Examination (SIE) , Series 7 Top-Off and Series 63 licenses•Knowledge of financial terms and concepts•Understanding of retirement plans and  products, Initially you will be required to work from home and/or remotely in this role and will require the following: •         Internet Service Provider at home (no public WiFi or Internet)•         Sufficient room to set up a laptop, monitor, keyboard and mouse•         Comfortable space to work for a full shift •         Quiet, private and SECURE space in which to work, Bank of America, N.A. Is committed to advancing our tools, technology, and ways of working. By providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. What questions did they ask during your interview at Bank of America? 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. defined contribution, defined benefit, non-qualified deferred compensation and equity award service plans). The Financial Services Representative (FSR) is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. You can click the Return to Bank of America button now to return to the previous page or you can use the Back button on your browser after you leave. 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. Working with Bank of America was a pleasure. Financial Services Representative hourly pay at Bank of America can range from $19 - $34. Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment. Learn how to enable cookies. About    Disclaimer     Contact us: [email protected], The first step to getting a job at Bank of America is to apply, The number of interviews a candidate will go through to get a job at Bank of America will vary by role, but most candidates have a phone interview along with a face to face interview. Equal Housing Lender. To view the "EEO is the Law" poster, CLICK HERE. A free inside look at company reviews and salaries posted anonymously by employees. What you’ll doAs a Retirement Benefits Financial Services representative you will provide first-call resolution and will be responsible for: •Providing clients with clear information and specific details on their retirement and benefit plans•Error-free processing of financial transactions including stock, money market and mutual fund trades •Demonstrating professionalism, trust and teamwork•Navigating through multiple applications, systems, tools and resources to clearly articulate complete and accurate information to clients’ questions and inquiries•Proactively identifying and escalating risks and seeking opportunities to improve the customer experience•Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access. Bank of America customer service information is designed to make your banking experience easy and efficient. Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. See all Financial Services Representative salaries to learn how this stacks up in the market.

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