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- Tasks: Provide phone-based services, manage inbound calls, and deepen client relationships.
- Company: Join Bank of America, a leader in financial services dedicated to making lives better.
- Benefits: Enjoy competitive benefits, flexible work options, and opportunities for personal growth.
- Why this job: Kickstart your financial career with training, certifications, and a supportive team culture.
- Qualifications: Client-focused, self-motivated, and ready to learn; previous experience is a plus.
- Other info: Earn SIE, Series 7, and Series 66 certifications while building a rewarding career.
The predicted salary is between 24000 - 36000 £ per year.
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:
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.
This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career.
An Investment Specialist Trainee (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, ultimately earning SIE, S7 and S66 certifications
• 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 their financial goals
You’re the kind of person that (required skills):
• 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
• Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.
• 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.
You’ll be even more prepared if you have (desired skills):
• A bachelor’s degree, or 1-2 years of experience in a performance-based environment.
• The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
• Leadership capabilities.
Skills Used in this Role:
• Establishing Trust
• Customer Service
• Overcoming Objections
• Consulting
• Risk Management
• Organization
• Critical Thinking
• Conflict Resolution
• Building Rapport
• Active Listening
• Customer Focus
• Analytical Thinking
Additional Skills:
Shift:
1st shift (United States of America)
Hours Per Week:
40 #J-18808-Ljbffr
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
✨Tip Number 1
Familiarise yourself with the financial products and services offered by Bank of America. Understanding their offerings will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since this role involves handling numerous inbound calls, being articulate and confident in your responses will set you apart from other candidates.
✨Tip Number 3
Network with current or former employees of Bank of America. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the application process.
✨Tip Number 4
Stay updated on industry trends and news related to financial services. This knowledge will not only prepare you for potential interview questions but also show your commitment to a career in finance.
We think you need these skills to ace Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of the Investment Specialist Trainee role. Emphasise your client-focused attitude, ability to multitask, and any previous experience in a performance-based environment.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your motivation to pursue the necessary licensing exams. Mention specific examples of how you've demonstrated strong communication skills and relationship management in past roles.
Highlight Relevant Skills: In your application, clearly outline skills such as customer service, critical thinking, and conflict resolution. Use specific examples to illustrate how you've successfully applied these skills in previous positions.
Prepare for Potential Assessments: Be ready for any assessments or tests that may be part of the application process. Brush up on your knowledge of financial products and services, as well as your understanding of the licensing requirements for the role.
How to prepare for a job interview at Bank of America
✨Understand the Role
Make sure you thoroughly understand the responsibilities of the Investment Specialist Trainee position. Familiarise yourself with the key tasks, such as managing inbound service calls and referring clients to sales teams. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Client-Focused Attitude
Since this role is heavily client-oriented, be prepared to discuss your previous experiences where you provided exceptional customer service. Highlight any specific instances where you identified a client's needs and successfully addressed them.
✨Prepare for Licensing Discussions
As the position requires passing licensing exams like the SIE, Series 7, and Series 66, be ready to talk about your study plans and commitment to obtaining these certifications. Showing your dedication to professional development can set you apart from other candidates.
✨Demonstrate Effective Communication Skills
Effective communication is crucial in this role. Practice articulating your thoughts clearly and concisely. You might also want to prepare for role-play scenarios where you may need to handle client inquiries or objections, showcasing your ability to build rapport and trust.
