Bank of America

Consumer Investments - Financial Service Representative

Bank of America

Chandler, AZ, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a dynamic and driven individual with a passion for helping others achieve their financial goals? Do you have a strong background in investment services and a desire to work for a reputable company with a global presence? If so, Bank of America has the perfect opportunity for you! We are currently seeking a highly motivated and experienced Financial Service Representative to join our Consumer Investments team. In this role, you will have the opportunity to build relationships with clients, provide personalized investment advice, and promote our wide range of financial products and services. If you are a self-starter with excellent communication skills and a proven track record in the financial services industry, we want to hear from you! Join our team and take the next step in your career with Bank of America.

  1. Build and maintain strong relationships with clients by providing exceptional customer service and personalized investment advice.
  2. Promote and sell a variety of financial products and services offered by Bank of America.
  3. Utilize strong knowledge of investment services and products to effectively communicate and educate clients.
  4. Meet and exceed sales goals by actively seeking out new business opportunities and continuously growing existing client relationships.
  5. Stay up-to-date on industry trends and changes in the financial market to provide clients with the most current and relevant information.
  6. Collaborate with team members to develop and implement effective sales strategies.
  7. Maintain accurate and detailed records of client interactions and transactions.
  8. Comply with all regulatory and company policies and procedures.
  9. Attend training and development programs to enhance knowledge and skills.
  10. Represent Bank of America in a professional and positive manner at all times.
Where is this job?
This job is located at Chandler, AZ, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field

  • Minimum Of 2 Years Of Experience In Consumer Investments Or Financial Services

  • Strong Understanding Of Various Investment Products And Services, Including Stocks, Bonds, Mutual Funds, And Retirement Accounts

  • Excellent Communication And Customer Service Skills To Effectively Educate And Advise Clients On Investment Options

  • Knowledge Of Industry Regulations And Compliance Standards, Including Finra And Sec Rules And Guidelines.

Required Skills
  • Risk Management

  • Communication Skills

  • Financial Planning

  • Time Management

  • Product knowledge

  • Problem Solving

  • customer service

  • Relationship Management

  • Sales skills

  • Portfolio analysis

  • Client Retention

  • Investment Advising

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Consumer Investments - Financial Service Representative in Chandler, AZ, USA is $45,000 - $65,000 per year. However, salaries may vary depending on the specific job duties, experience, and qualifications of the individual. Some employers may also offer additional benefits and bonuses.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeMay 10th, 2026
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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