Client Solutions Advisor, Consumer Investments

National Black MBA Association; Fort Worth, Northern (TX, KY); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to connect Consumer Investments clients with a broad range of solutions. You will balance sales opportunities with service requests, offering subject matter expertise and probing questions to understand life and financial goals.

The role partners with Consumer Investments specialists to fulfill banking needs and help clients achieve their financial objectives, while maintaining risk controls and delivering exceptional service.

Qualifications

• Active Listening skills to understand client needs and goals.
• Ability to identify and pursue banking opportunities across products.
• Strong communication to explain banking options clearly.

Responsibilities

• Educate and deepen sales opportunities with personal banking needs.
• Deepen client relationships by uncovering financial needs and recommending products.
• Respond to inquiries and resolve client concerns with accurate information.
• Sell banking products including accounts, CDs, IRAs, and cards.
• Quote rates and terms accurately and ensure risk controls are followed.
• Collaborate with specialists to fulfill client banking needs.

Skills

Active Listening

Business Development

Consulting

Customer Service Management

Customer and Client Focus

Adaptability

Attention to Detail

Client Experience Branding

Interpret Relevant Laws, Rules and Reg

Client Solutions Advisory

Issue Management

Problem Solving

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer-focused professional to connect Consumer Investments clients with a broad range of solutions. You will balance sales opportunities with service requests, offering subject matter expertise and probing questions to understand life and financial goals.

The role partners with Consumer Investments specialists to fulfill banking needs and help clients achieve their financial objectives, while maintaining risk controls and delivering exceptional service.