Life Services Financial Services Representative
Bank of America
RemoteFull timeMid level$34,000-$37,000Posted today
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Bank of America
The Life Services Financial Services Representative guides beneficiaries through the transition of deceased account assets, acting as an owner of the wealth transition process. This role involves answering detailed questions about financial products, accounts, and services, educating clients on value-added opportunities, and referring them to specialists. It suits a candidate who can deliver exceptional customer service while adhering to procedures and guidelines.
Bank of America is guided by a common purpose to help make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders. It is committed to an in-office culture that supports collaboration, engagement, and career development.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.
Headquarters
Riverside, California, USA
Open jobs
3649
Website
bankofamerica.com