Financial Service Representative - Bank of America

Lincoln, RI 02865

Posted: 09/08/2022 Industry: Customer Service/Call Center/Retail Job Number: 3144

Job Description

Skills for Rhode Island's Future (Skills RI) is recruiting a Financial Service Representative I for Bank of America-Merrill Contact Center in Lincoln, RI.  

Please read more about Skills RI at the end of this job description.

COMPANY NAME: Bank of America- Merrill Contact Center
JOB TITLE: Financial Service Representative I
HOURS: Full-time

The Financial Service Representative I is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill.  

Key Responsibilities:

  • Deliver point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. 
  • Provide exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. 
  • Working in a well-compensated, highly collaborative environment.
  • Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America.

Successful Candidates will have:

  • A passion for excellence and a positive team attitude as well as client-focused.
  •  The ability to multitask in a fast moving, performance –based environment. Self motivation and driven by goals. 
  • The ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
  • Effective communication with an aptitude for sales and relationship management
  • Strong computer skills
  • The desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
  • Ambition, discipline, resilience and a student mentality.


Applicants interested in this position will be screened by Skills for Rhode Island’s Future and Bank of America will make the final hiring decisions.


Our mission is focused on supporting unemployed and underemployed job seekers. Our goal is to get you back to work. Skills for Rhode Island’s Future’s team will guide and provide you with support throughout the hiring process.

Skills for Rhode Island’s Future has agreements with employers to recruit talent like you, making us a resource to get the unemployed and underemployed job seeker back to work.

Meet Your Recruiter

Nicholas Rayta

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