Back to search results

Financial Service Representative- Retirement and Benefits Investment Specialist Bilingual Spanish

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!

The Retirement & Benefits Investment Specialist is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a Retirement & Benefits Investment Specialist, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.  The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.

Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter.

You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support.

The Licensing Program provides you with the coaching and guidance that you’ll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill.

We’ll help you

* Develop the knowledge and skills you need to deliver world-class client care

* Get training and one-on-one coaching from academy managers who are invested in your success.

* Develop techniques to confidently engage with clients by telephone

* Have an opportunity to earn your Security Industry Essentials (SIE), Series 7 and Series 63 licenses through scheduled study time, in depth online resources, and on-site coaching

* Continue to learn and grow in a culture where growth and career advancement are a priority.


  • Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders

  • Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service

  • Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access  

  • Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk

Required Qualifications

  • Bilingual Spanish Required

**1st & 2nd Shift Options Available


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


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No