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Bank of AmericaCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced knowledge of investment products and a client-centric approach, ensuring timely and accurate client service while adhering to bank policies. Proficient in managing client relationships and delivering customized solutions to meet diverse client needs.
Highest-signal resume keywords
FINRA Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseClient Relationship ManagementMicrosoft Office Proficiency
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 Advisor’s business
- Customize solutions based on specific client and Financial Advisor needs
- Serve as the most frequent point of contact within Merrill for clients’ service needs
- Educate bank clients on the bank’s services and banking offerings
- Ensure timeliness, accuracy, and completeness of client materials
- Follow up on all 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 incorporating banking into day-to-day practices
- Communicate client relationship outputs to the Financial Advisor
- Support day-to-day team activities and needs, including covering roles during absences or seasonal increases
- Lead with a client-first mindset
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 their 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 proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Professional verbal and written communication skills
- High School Diploma / GED / Secondary School or equivalent
Benefits
Comp & perks- In-office culture supporting collaboration, engagement, and career development
- Appropriate level of flexibility based on role-specific responsibilities and business needs
- 37.5 hours per week
- 1st shift
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
Client-Centric MindsetStrong Work EthicAdaptabilityProfessional CommunicationEnthusiasm
Tools & Technologies
SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Certifications & Qualifications
FINRA Securities Industry Essentials (SIE)Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License
Industry Keywords
Client AdvocacyOperational ExcellenceBank PoliciesFinancial AdvisorsContinuous Learning