Our Team | Bank of America Merrill Lynch
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Our Team

Depth, talent, passion

When you work with Bank of America, you gain valuable access to a large network of financial professionals and, specialists and experts who genuinely care about you and your employees. We’ll help you stay ahead of workplace issues and help you provide your employees with a positive benefits plan experience.

Focused on your goals

As a plan sponsor, you’ll work with a dedicated team that always puts your best interest first. It’s our commitment from day one. Whether it’s helping you mitigate risk or protecting your employees’ privacy, or helping you engage your employees in their benefits, your goals are our focus.

Insights that matter

Whether we're drawing from our extensive research of workplace needs and people's lives, or learning from our many relationships with companies and individuals, our insights inform the way we help make financial lives better. We continuously share these insights to help
make your job as a plan sponsor easier.

Everywhere you need us

With our national footprint of offices and financial centers across the country, employees can talk to us not only in real time, but in real life. Whether online, on the phone,
in person or with a group, we’ll meet with your employees
in the ways that work best for them.

We understand that your employees are in various points of their financial life journey, and we tailor our support and education to meeting their financial wellness needs today and into the future.


1The J.D. Power Certified Contact Center ProgramSM focuses on critical areas of customer satisfaction by rewarding best practices that are aligned with customer needs. To become certified for live phone interactions, a contact center operation must successfully pass a detailed audit and also perform within the top 20 percent of customer service scores, which are based on benchmarks established in J.D. Power’s cross-industry customer satisfaction research. The evaluation criteria include the customer service representative’s courtesy, knowledge and concern for the customer; promptness in speaking to a person; and timely resolution of the problem or request. Additionally, the experience with the automated phone system is evaluated based on the clarity of the information provided, the ease of navigating the phone menu prompts and the ease of understanding the phone menu instructions. J.D. Power 2019 Certified Customer Service Program recognition is based on successful completion of an evaluation and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. For more information, visit www.jdpower.com/ccc. Participation in this survey was paid for by Bank of America.

2 As of March, 2019