Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)

Penningtonentry

OtherInvestment

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Quick Summary

Key Responsibilities

• Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams• Receives training through the licensing/study program,

Technical Tools

OtherInvestment

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.

What We Offer

~1 min read

This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

Responsibilities

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•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

Requirements

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1st shift (United States of America)

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

Pay and benefits information

Pay range

$26.92 - $29.33 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.