Consumer Investments Preferred Banking Specialist Job at Bank of America Corporation, Fort Worth, TX

WXpnM2Z0MnROUjRXWFpQYytKNlZ3aWNqcHc9PQ==
  • Bank of America Corporation
  • Fort Worth, TX

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!


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

Job Tags

Full time, Work at office, Shift work, Day shift,

Similar Jobs

Aquaoso Technologies, PBC

Software Developer Intern Job at Aquaoso Technologies, PBC

 ...self-directed work.~Bonus points for experience with JavaScript, CSS, React, Node.js, PostgreSQL...  ...will gain experience building quality software quickly with an experienced agile...  ...will drive water resilience forward. Academic credit or paid internships are available.... 

Bright Starr Pediatric Dentistry

Front Desk Dental Receptionist Job at Bright Starr Pediatric Dentistry

 ...kids? We're looking for an enthusiastic and caring Front Desk Dental Receptionist to join our pediatric dental team. This is an entry-level...  ...to train the right candidate no prior dental office experience required! Youll be the first friendly face our young patients... 

Emergitel HR Solutions

Sterile Processing Technician-3438 Job at Emergitel HR Solutions

 ...Job Title: Sterile Processing Technician (Sterile Tech) Facility Info: Facility: Baylor Scott & White Medical Center Lakeway Address: 100...  ...~$19 $27 per hour ( Actual pay likely depends on experience, certification level, and internal pay scale.) Typical... 

Cintas Corporation

Seamstress/Tailor Job at Cintas Corporation

Requisition Number: 207870 Job Description Cintas is seeking a Seamstress/Tailor to support the Rental Division. The Seamstress/Tailor is responsible for accurately altering customer garments. Daily tasks include hemming and sewing emblems to garments. The Seamstress...

Hearts and Hands of Care

Case Manager Job at Hearts and Hands of Care

 ...Case Manager BASIC FUNCTION : Performs a variety of administrative functions. Process and maintain consumer files and data base, ensure consumers files are in compliance with State and Federal Regulations ESSENTIAL DUTIES AND RESPONSIBILITIES Primary contact...