Client Solutions Banker

National Black MBA Association; Fort Worth, Northern (TX, KY); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Bank of America, a leading financial institution, is seeking a client-focused professional in Fort Worth, TX to connect clients with a breadth of solutions and services. You will balance service requests with sales opportunities while delivering expert financial guidance.

You will engage clients to uncover needs, advise on products such as checking, savings, CDs, IRAs, and loans, and refer to appropriate partners when needed. Strong communication and problem-solving skills are essential.

Qualifications

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays.
• Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections.
• Comfortable receiving ongoing performance feedback and coaching.
• Comfortable with ongoing change and learning new technology/processes.

Responsibilities

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
• Responds to customer inquiries and concerns, creating customized solutions
• Sells and fulfills banking products including checking and savings accounts, credit cards, Certificates of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
• Identifies client needs for licensed sales functions, making referrals to Line of Business partners
• Quotes rates, terms, and programs for banking solutions
• Manages risk in every business, product, and service transaction leveraging available tools

Skills

Attention to Detail

Active Listening

Customer Service Management

Problem Solving

Decision Making

Interpersonal Skills

Sales Mindset

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America, a leading financial institution, is seeking a client-focused professional in Fort Worth, TX to connect clients with a breadth of solutions and services. You will balance service requests with sales opportunities while delivering expert financial guidance.

You will engage clients to uncover needs, advise on products such as checking, savings, CDs, IRAs, and loans, and refer to appropriate partners when needed. Strong communication and problem-solving skills are essential.