Consumer Investments Preferred Banking Specialist - Fort Worth, Texas at Bank of America

Fort Worth, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

25 Jul, 26

Salary

0.0

Posted On

26 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Active listening, Business development, Consulting, Customer service, Management, Customer focus, Adaptability, Attention to detail, Client experience, Branding, Regulatory compliance, Client solutions advisory, Issue management, Problem solving

Industry

Banking

Description

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for connecting Consumer Investments clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing sales opportunities with some service requests, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs. Job expectations include partnering with specialists across Consumer Investments to fulfill banking needs of clients to assist in accomplishing their financial goals. Responsibilities: • Partners with Consumer Investments call center advisors and relationship managers to educate and deepen on bank sales opportunities for personal banking needs • Works with Consumer Investments clients to deepen relationships by uncovering financial needs and recommending the best bank products, services, and solutions to meet those needs • Responds to general customer inquiries, navigate complex situations and providing problem resolution for client concerns • Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs) • Quotes rates, terms, and programs for banking solutions with 100% accuracy • Manages risk in every business, product, and service transaction by consistently leveraging available tools and resources Qualifications: Active Listening Business Development Consulting Customer Service Management Customer and Client Focus Adaptability Attention to Detail Client Experience Branding Interpret Relevant Laws, Rules, and Regulations Client Solutions Advisory Issue Management Problem Solving Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice 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! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

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Responsibilities

This role involves connecting Consumer Investments clients with bank solutions to help them achieve their financial goals. Responsibilities include uncovering client needs, recommending appropriate banking products, and partnering with internal advisors to deepen client relationships.