Consumer Investments Financial Service Representative I

Bank of America

Financial Service Representative at Bank of America responsible for client inquiries and financial services education. Delivering exceptional customer service and support for financial growth and planning needs.

Posted 6/5/2026full-timeHunt Valley • Maryland, New Jersey, Rhode Island • 🇺🇸 United StatesMid-LevelSenior💰 $25 - $27 per hourWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Active ListeningAttention to DetailCritical ThinkingCustomer and Client FocusOral CommunicationsAccount ManagementClient ExperienceDecision MakingEmotional IntelligenceResult Orientation

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Year-Up intern

Industry Keywords

financial productsfinancial planningbanking servicescustomer serviceclient needsvalue-added opportunitiesreferral identificationescalated inquiriesproceduresguidelines

About the role

Key responsibilities & impact

This job is responsible for answering detailed questions about products, accounts, and financial services offered.
Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank.
Ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts.
Triages client requests and makes referrals to appropriate internal specialists.
Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities.

Requirements

What you’ll need

Must be a current Year-Up intern with Bank of America
Strong computer application skills, including Microsoft Office
Active Listening
Attention to Detail
Critical Thinking
Customer and Client Focus
Oral Communications
Account Management
Client Experience
Branding
Decision Making
Emotional Intelligence
Result Orientation
Adaptability
Coaching
Prioritization
Referral Identification
Written Communications

Benefits

Comp & perks

This role is currently benefits eligible.
Access to paid time off
Resources and support to our employees