Full-Time

Life Services Financial Services Representative

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Compensation Overview

$24 - $25.96Hourly

Entry

Central Falls, RI, USA

The job is based in Lincoln, RI, specifically at 670 George Washington Hwy.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Requirements
  • 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
Responsibilities
  • Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
  • Focuses daily on service to sales with existing Merrill clients
  • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals
Desired Qualifications
  • 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

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. One of its key strengths is its position as a leading wealth management firm, as well as its prominence in corporate and investment banking and trading. Unlike many of its competitors, Bank of America combines a vast network of services with a strong focus on both personal and corporate financial needs. The company's goal is to help clients achieve their financial objectives through comprehensive and accessible financial solutions.

Company Size

10,001+

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital banking boosts Bank of America's online service offerings.
  • Interest in sustainable finance aligns with Bank of America's green investment opportunities.
  • Fintech partnerships enhance Bank of America's customer experience and technological capabilities.

What critics are saying

  • Increased competition in credit facilities may tighten Bank of America's profit margins.
  • Large-scale capital raises by companies could pressure Bank of America to offer better terms.
  • Innovative financial products by competitors may require Bank of America to adapt quickly.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • It serves approximately 56 million U.S. consumer and small business relationships.
  • The bank is a pioneer in wealth management and risk management services.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget

Company News

The Asset
Feb 27th, 2025
Citigroup leads US$850 million debt syndicate for Danaos

New York-listed Danaos Corporation has signed a syndicated loan amounting to US$850 million for the financing of 14 containerships being built in Chinese yards.

GlobeNewswire
Feb 26th, 2025
FirstService Increases Credit Facility to US$1.75 Billion

TORONTO, Feb. 26, 2025 (GLOBE NEWSWIRE) -- FirstService Corporation (TSX: FSV; NASDAQ: FSV) (“FirstService”) announced today that it has expanded and...

GlobeNewswire
Feb 18th, 2025
FreightCar America, Inc. Announces New $35 Million Asset-Based Lending Credit Facility

Expanded credit facility enhances borrowing capacity and reduces cost of capitalFurther enhances financial flexibility and ability to support growth...

Business Wire
Feb 15th, 2025
Sarepta Therapeutics Announces Inaugural $600 Million Senior Secured Revolving Credit Facility

Sarepta Therapeutics, Inc. (NASDAQ:SRPT), the leader in precision genetic medicine for rare diseases, announced today that it has closed on a $600 mil

Pulse 2.0
Dec 22nd, 2024
CareTrust REIT: Unsecured Revolver Doubled To $1.2 Billion

CareTrust REIT announced that it has renewed and doubled its unsecured revolving credit facility to $1.2 billion. The bank group consisted of Joint Lead Arranger/Administrative Agent KeyBanc Capital Markets, and Joint Lead Arrangers/Syndication Agents: BMO Capital Markets., JPMorgan Chase Bank, Bank of America, Wells Fargo Securities, and Co-Documentation Agents: The Huntington National Bank, Raymond James Bank, M&T Bank, Morgan Stanley Bank, and Royal Bank of Canada.