Client Solutions Advisor – Banking & Loans

Bank of America; Fort Worth (TX); On-site; USD 42,000 - 63,000; Full time

Job summary

Bank of America is seeking a Customer Service/Banking Advisor in Fort Worth, TX. You will help clients achieve their financial goals by balancing service requests with sales opportunities and providing subject matter expertise on available banking solutions.

You will ask probing questions to understand life and financial objectives, pair clients with the right products, and maintain compliance and risk controls across all engagements.

Qualifications

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

Responsibilities

• Build and deepen relationships by uncovering financial needs and offering suitable solutions
• Respond to customer inquiries with personalized, clear responses
• Sell and fulfill banking products including accounts, CDs, IRAs and loans
• Identify client needs for licensed sales functions and refer to partners
• Quote rates, terms, and programs for banking solutions
• Manage risk in all transactions using available tools

Skills

Attention to Detail

Active Listening

Client Focus

Problem Solving

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Customer Service/Banking Advisor in Fort Worth, TX. You will help clients achieve their financial goals by balancing service requests with sales opportunities and providing subject matter expertise on available banking solutions.

You will ask probing questions to understand life and financial objectives, pair clients with the right products, and maintain compliance and risk controls across all engagements.