Sr. Registered Phone Rep- Retirement and Benefits

Company: Disability Solutions
Location: Chandler
Posted on: September 20, 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:2nd shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Sun City West , Sr. Registered Phone Rep- Retirement and Benefits, Other , Chandler, Arizona