Sr. Registered Phone Rep- Retirement and Benefits
Company: Disability Solutions
Location: Chandler
Posted on: October 19, 2024
Job Description:
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.Responsibilities:
- Provides clients with clear information and specific details on
their retirement and benefit plans
- Trades stocks, bonds, and other investment instruments for high
net-worth clients, casual investors, and active traders
- Handles escalated and complex inquiries on accounts with care,
aiming to resolve concerns in a timely manner and deliver
exceptional customer service
- Navigates multiple systems to migrate clients to on-line and
self-service delivery channels that enable 24/7 account access
- Manages risk by accurately authenticating clients, fully
adhering to policies and procedures, and proactively
identifying/escalating potential risk
- Effectively migrating clients to on-line and self-service
delivery channels that enable 24/7 account accessRequired
Qualifications:
- FINRA Securities Industry Essentials Examination (SIE), Series
7 Top-Off and Series 63 licenses
- One or more years of call center experience
- Minimum of one year experience verbally delivering complex
information clearly, concisely and with empathy, while quickly
establishing trust and exuding positivity and confidence
- 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 objections
- Exhibits strong communication skills (including verbal,
non-verbal, written and presentation) and active listening
skills
- Fully 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
solutions
- Ability to handle confidential matters and sensitive
information in a responsible manner
- Displays passion, integrity, commitment, and drive to deliver a
positive, differentiated service that improves our clients'
financial lives
- Commitment to excellent attendance with proven reliability and
can adhere to the agreed upon work schedule
- Ability to handle confidential matters and sensitive
information in a responsible manner
- Dependable team-player attitude with an understanding that
calls must be handled immediately, including weekends and
holidays
- Applies strong critical thinking and problem-solving skills to
meet clients' needs
- Ability to work under pressure
- Can learn and understand technology to assist clients with the
latest in Digital and Digital banking
- Comfortable receiving ongoing performance feedback and
coaching
- Ability to learn and adapt to new information and technology
platforms
- Minimum of an intermediate level of proficiency with computers
and current technology
- Must be flexible to work various shifts; Monday - Sunday, 7:00
am - 11:00 pm EST; 40 hours per week
- Must be flexible to work various shifts; Monday - Sunday, 6:30
pm - 5:30 am EST; 40 hours per week** 1st and 2nd shifts **Desired
Qualifications:
- Understands Retirement plans and products
- Knowledge of financial terms and concepts
- Bilingual Spanish Skills:
- Account Management
- Business Acumen
- Customer and Client Focus
- Issue Management
- Regulatory Compliance
- Active Listening
- Oral Communications
- Problem Solving
- Risk Management
- Trading
- Adaptability
- Attention to Detail
- Valuation Ethics and Practice StandardsShift:2nd shift (United
States of America)Hours Per Week: 40
Keywords: Disability Solutions, Sun City , Sr. Registered Phone Rep- Retirement and Benefits, Other , Chandler, Arizona
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