Consumer Investments Preferred Banking Specialist - Fort Worth, Texas
Bank of America
Fort Worth, Texas, United States
Financial solutions expertise
Client needs assessment
Problem resolution
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, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.
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
financial solutions expertise
client needs assessment
problem resolution
banking product sales
accurate rate quoting
Nice-to-have
relationship deepening
responsible growth focus
inclusive workplace culture
adaptability
attention to detail
Key Requirements
High School Diploma / GED / Secondary School or equivalent