Sr. Registered Phone Rep- Retirement and Benefits
Company: Disability Solutions
Location: Fort Worth
Posted on: October 5, 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.Required Qualifications:
- Minimum of one year experience verbally delivering complex
information clearly, concisely and with empathy, while quickly
establishing trust and exuding positivity and confidence
- 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.
- Displays passion, integrity, commitment and drive to deliver a
positive, differentiated service that improves our clients'
financial lives
- 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
- 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
- Exhibits strong communication skills (including verbal,
non-verbal, written and presentation) and active listening
skills
- Ability to work under pressure
- Can learn and understand technology to assist clients with the
latest in Digital and Digital banking
- 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
- 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**1st and 2nd shifts **Desired
Qualifications:
- FINRA Securities Industry Essentials Examination (SIE), Series
7 Top-Off and Series 63 licenses
- Experience working in a client focused environment, call center
or a financial/banking center
- Customer service experience
- 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:1st shift (United
States of America)Hours Per Week: 40
Keywords: Disability Solutions, Flower Mound , Sr. Registered Phone Rep- Retirement and Benefits, Other , Fort Worth, Texas
Didn't find what you're looking for? Search again!
Loading more jobs...