Life Services Financial Services Representative jobs in United States
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Bank of America · 1 week ago

Life Services Financial Services Representative

Bank of America is committed to helping make financial lives better through meaningful connections. The Financial Services Representative I role focuses on providing exceptional client care and guiding clients through financial solutions while preparing for long-term career growth.

Asset ManagementBankingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

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

Qualification

Client Relationship ManagementSales AptitudeFinancial Services KnowledgeComputer SkillsPrioritizationResult OrientationAccount ManagementCoachingReferral IdentificationAttention to DetailCritical ThinkingCustomer FocusOral CommunicationsActive ListeningDecision MakingEmotional IntelligenceWritten CommunicationsAdaptability

Required

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

Company

Bank of America

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Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.

H1B Sponsorship

Bank of America has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)

Funding

Current Stage
Public Company
Total Funding
$3.59B
Key Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M

Leadership Team

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Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
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Rami Salem
SVP Strategic Competitive Intelligence
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Company data provided by crunchbase