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Sr Registered Phone Rep- Retirement and Benefits Investment Specialist

Chandler, Arizona;

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Sr Registered Reps have at least one year call center experience. Handle more complex calls including Integrated Benefits, Non Qual. Plans, Defined Benefit Plans, Merrill Lynch Advice Access, and Self Directed Brokerage.

As a Senior Registered Merrill Retirement & Benefits Investment Specialist you will provide first-call resolution and will be responsible for:

  • Providing clients with clear information and specific details on their retirement and benefit plans
  • Error-free processing of financial transactions including stock, money market and mutual fund trades
  • Demonstrating professionalism, trust, and teamwork
  • Navigating through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information to clients’ questions and inquiries
  • Proactively identifying and escalating risks and seeking opportunities to improve the customer experience
  • Effectively migrating clients to on-line and self-service delivery channels that enable 24/7 account access

Skills & Experience:

  • FINRA Securities Industry Essentials Examination (SIE), Series 7 Top-Off and Series 63 license or equivalent required.
  • Proven experience verbally delivering complex information clearly, concisely, and understandable to the client/recipient, while quickly establishing rapport and exuding positivity and confidence
  • History of effective problem-solving and decision-making skills that balances the needs of all parties involved
  • Recent experience with identifying creative solutions to improve a customer experience or key process
  • Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies, and procedures
  • Intellectually curious self-starter committed to making a positive impact on every client, through every call, every day

Desired Skills & Experience:

  • Knowledge of financial terms and concepts
  • Understanding of retirement plans and product

**1st & 2nd Shift Available


  • Account Management
  • Business Acumen
  • Customer and Client Focus
  • Issue Management
  • Regulatory Compliance
  • Active Listening
  • Oral Communications
  • Problem Solving
  • Risk Management
  • Trading
  • Adaptability
  • Attention to Detail
  • Valuation Ethics and Practice Standards

Minimum Education Requirement: Null


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No