Financial Services Representative

21 hours ago


Montrose, Angus, United Kingdom Bank of America Full time

About the Job

The Financial Services Representative role at Bank of America is a rewarding opportunity for a motivated individual to excel in client relationships and business development.

Job Summary:

  • This position focuses on building strong relationships with clients, providing expert guidance on financial services, and driving business growth through innovative solutions.
  • You will be responsible for managing client interactions, identifying new sales opportunities, and delivering exceptional customer service to meet client needs.
  • The ideal candidate should possess excellent communication skills, a strong work ethic, and a passion for helping others achieve their financial goals.

Key Responsibilities:

  • Develop and maintain strong relationships with existing clients, understanding their financial needs and preferences.
  • Identify and pursue new sales opportunities through proactive outreach, cold calling, and referrals.
  • Deliver tailored solutions to clients, leveraging Bank of America's comprehensive suite of financial products and services.
  • Provide exceptional customer service, responding promptly to client inquiries and resolving issues efficiently.

Requirements:

  • Bachelor's degree or equivalent experience in finance, business, or related field.
  • Minimum 2 years of experience in sales, marketing, or customer-facing roles, preferably in the financial industry.
  • Proven track record of meeting or exceeding sales targets, with a strong ability to close deals and build long-term relationships.
  • Excellent communication, interpersonal, and problem-solving skills, with a focus on delivering results-driven solutions.

About Us

At Bank of America, we're committed to helping our clients achieve their financial aspirations. We offer a dynamic work environment, competitive compensation packages, and a range of benefits to support your career growth and well-being.

Join us in shaping the future of banking and make a meaningful impact on the lives of our clients. Apply now for the Financial Services Representative role and take the first step towards an exciting career with Bank of America.



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