Bank of America · 13 hours ago
Life Services Financial Services Representative
Jacksonville
Full-time
Onsite
New Grad, Entry LevelBank of America is dedicated to helping make financial lives better through meaningful connections. The Life Services Financial Services Representative I role focuses on providing exceptional client care and guidance to beneficiaries, assisting them with the transition of deceased account assets and ensuring their financial needs are met.
Asset ManagementBankingFinanceFinancial ServicesFinTech
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
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
Preferred
Attention to Detail
Critical Thinking
Customer and Client Focus
Oral Communications
Prioritization
Active Listening
Decision Making
Emotional Intelligence
Result Orientation
Written Communications
Account Management
Adaptability
Client Experience Branding
Coaching
Referral Identification
Benefits
Competitive benefits to support their physical, emotional, and financial well-being
Best-in-class training from our award-winning Academy
One-on-one coaching from academy managers who are invested in your success
A well-compensated, highly collaborative environment
Opportunities to learn, grow and make an impact
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
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 CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-02-04
2026-02-03
Company data provided by crunchbase