Client Banking Advisor — Relationship Builder

Bank of America; Fort Worth (TX); Vor Ort; USD 38.000 - 52.000; Vollzeit

Zusammenfassung

Bank of America is seeking a results-driven client service professional for our Fort Worth financial centre. The role focuses on uncovering personal banking needs, guiding clients to suitable solutions, and connecting them with specialists.

You will support self-service transactions and provide exceptional care while maintaining compliance and efficiency. The ideal candidate has at least one year of sales experience in a client-focused environment, strong communication skills, and the ability to

Qualifikationen

• Minimum of one year sales experience in a client-centric environment.
• Strong written and verbal communications with clients.
• Ability to learn, adapt, and work with multiple tasks including weekends.
• Notary commission or ability to obtain one within a few months.

Aufgaben

• Serve as first point of contact for financial centre clients.
• Uncover personal banking needs and connect clients to specialists.
• Assist clients with self-service or transactional activities.
• Provide exceptional client care and follow-up with clients.
• Adhere to processes, laws, and guidelines for day-to-day activities.

Kenntnisse

Sales experience

Client-centric

Relationship building

Communication skills

Notary license

Time management

Ausbildung

Associate's Degree

Bachelor's Degree

Jobbeschreibung

Bank of America is seeking a results-driven client service professional for our Fort Worth financial centre. The role focuses on uncovering personal banking needs, guiding clients to suitable solutions, and connecting them with specialists.

You will support self-service transactions and provide exceptional care while maintaining compliance and efficiency. The ideal candidate has at least one year of sales experience in a client-focused environment, strong communication skills, and the ability to