Consumer Investments Preferred Banking Specialist - Fort Worth, Texas
Bank of America (GHR)
Fort Worth, Texas, United States
Not specified; not specified; not specified
Active listening and business development skills
Customer service and problem resolution expertise
Sales of checking, savings, cds, and iras
The role connects Consumer Investments clients with a breadth of bank solutions to help achieve their financial goals
Job Summary
The role connects Consumer Investments clients with a breadth of bank solutions to help achieve their financial goals.
Responsibilities include balancing sales opportunities with service requests while providing subject matter expertise on financial products.
The position requires partnering with specialists across Consumer Investments to fulfill banking needs and assist clients in accomplishing their financial objectives.
Matching Summary
The role connects Consumer Investments clients with a breadth of bank solutions to help achieve their financial goals.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Active listening and business development skills
Customer service and problem resolution expertise
Sales of checking, savings, CDs, and IRAs
Nice-to-have
Adaptability to complex client situations
Client experience and brand awareness
Ability to interpret relevant laws and regulations