Consumer Investments Preferred Banking Specialist - Fort Worth, Texas
Bank of America
Fort Worth, Texas, US
Client solutions advisory
Consulting
Business development
This job is responsible for connecting Consumer Investments clients with the breadth of solutions that the bank offers to help achieve financial goals
Job Summary
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, and asking clients probing questions to understand life and financial goals.
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.
Matching Summary
This job is responsible for connecting Consumer Investments clients with the breadth of solutions that the bank offers to help achieve financial goals.
Skills & Requirements
Must-have
Client Solutions Advisory
Consulting
Business Development
Customer Service Management
Active Listening
Nice-to-have
Client Experience Branding
Adaptability
Attention to Detail
Problem Solving
Key Requirements
High School Diploma / GED / Secondary School or equivalent