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Bank of AmericaCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced industry knowledge of investment products and a client-centric mindset, ensuring timely and accurate client service support while adhering to bank policies. Proficient in managing client relationships and delivering customized solutions in a fast-paced environment.
Highest-signal resume keywords
FINRA Securities Industry Essentials (SIE)Series 7Series 66Client Relationship ManagementMicrosoft Office Suite
About the role
Key responsibilities & impact- Provide client service support to potentially multiple Financial Advisors
- Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisors' business
- Customize solutions based on clients' specific needs
- Serve as the most frequent point of contact within Merrill to address clients' service needs
- Educate bank clients on service and banking offerings
- Ensure timeliness, accuracy, and completeness of client materials
- Follow up on client and Financial Advisor requests
- Help ensure practices align with bank policies and procedures
- Protect bank clients and manage risk
- Identify, deepen, and maintain client relationships by emphasizing bank offerings and promoting banking integration into daily practices
- Communicate outputs to the Financial Advisor
- Support day-to-day team activities and needs, including covering roles during absences or seasonal increases
Requirements
What you’ll need- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66; Series 63 and 65 accepted in lieu of Series 66
- If licenses are not currently held, they must be obtained within a specified timeframe if hired into a registered job code
- Advanced industry knowledge and understanding of investment products
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
- Client-centric mindset, always acting in the best interest of the client
- Ability to learn and adapt to new information and technology platforms
- Experience working with clients, quickly fulfilling needs, delivering complex solutions, and providing an excellent client experience
- Comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Detail oriented
- Commitment to continuous learning and professional growth
- Sound judgment and discretion when handling sensitive information
- Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce
- Professional verbal and written communication skills
- High School Diploma / GED / Secondary School or equivalent
- 1st shift availability and ability to work 37.5 hours per week
Benefits
Comp & perks- In-office culture supporting collaboration, engagement, and career development
- Appropriate level of flexibility based on role-specific responsibilities and business needs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Products KnowledgeClient Service SupportSolution CustomizationRisk ManagementDetail Orientation
Soft Skills
Strong Work EthicEnthusiastic Self-StarterProfessional CommunicationAdaptabilityCommitment to Continuous Learning
Tools & Technologies
SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Certifications & Qualifications
FINRA Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65
Industry Keywords
Client AdvocacyOperational ExcellenceBank PoliciesFinancial AdvisorsClient Experience