Consumer Investments Preferred Banking Specialist - Fort Worth, Texas

Bank of America•Fort Worth, TX

1d•Onsite

About The Position

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.

Requirements

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

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

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