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Consumer Investments - Financial Services Representative I (Lincoln, RI)

Bank of America

Consumer Investments - Financial Services Representative I (Lincoln, RI)

full-timePosted: Aug 17, 2026Updated: Aug 28, 2026Riverside

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.Responsibilities:Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely mannerTriages client requests and makes referrals to appropriate internal specialistsApplies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunitiesRequired Qualifications:Delivers solutions and experiences that improve clients’ financial livesApplies learnings and adapts new information to identify appropriate client solutionsBuilds strong client relationships through effective communication and collaborationDisplays a proactive and ambitious mindset and effective time managementDemonstrates a results-driven mindset and prioritizes client interestsDemonstrates a willingness to establish a career in the financial services industryStrong computer application skills, including Microsoft OfficeDesired Qualifications:Bachelor’s degree and/or minimum of one year of experience in a performance-based environmentSkills:Active ListeningAttention to DetailCritical ThinkingCustomer and Client FocusOral CommunicationsAccount ManagementClient Experience BrandingDecision MakingEmotional IntelligenceResult OrientationAdaptabilityCoachingPrioritizationReferral IdentificationWritten CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - RI - Lincoln - 670 George Washington Hwy (RI1541), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)Pay and benefits informationPay range$25.00 - $27.00 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Locations

  • Riverside
  • Lincoln

Skills Required

  • performance-based environmentintermediate

Required Qualifications

  • Delivers solutions and experiences that improve clients’ financial lives (experience)
  • Applies learnings and adapts new information to identify appropriate client solutions (experience)
  • Builds strong client relationships through effective communication and collaboration (experience)
  • Displays a proactive and ambitious mindset and effective time management (experience)
  • Demonstrates a results-driven mindset and prioritizes client interests (experience)
  • Demonstrates a willingness to establish a career in the financial services industry (experience)
  • Strong computer application skills, including Microsoft Office (experience)
  • Delivers solutions and experiences that improve clients’ financial lives (experience)
  • Applies learnings and adapts new information to identify appropriate client solutions (experience)
  • Builds strong client relationships through effective communication and collaboration (experience)
  • Displays a proactive and ambitious mindset and effective time management (experience)
  • Demonstrates a results-driven mindset and prioritizes client interests (experience)
  • Demonstrates a willingness to establish a career in the financial services industry (experience)
  • Strong computer application skills, including Microsoft Office (experience)
  • Bachelor’s degree and/or minimum of one year of experience in a performance-based environment (experience)
  • Bachelor’s degree and/or minimum of one year of experience in a performance-based environment (experience)

Responsibilities

  • Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
  • Triages client requests and makes referrals to appropriate internal specialists
  • Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
  • Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
  • Triages client requests and makes referrals to appropriate internal specialists
  • Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

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