Consumer Investments Preferred Banking Specialist - Fort Worth, Texas

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; Texas; Sur place; USD 42 000 - 64 000; Plein temps

Résumé du poste

Bank of America is seeking a Consumer Investments specialist to connect clients with a broad range of bank solutions and to balance sales opportunities with service requests. You will use product knowledge to understand client life and financial goals and pair them with suitable solutions.

Focus on educating clients, deepening relationships, and delivering timely service while adhering to regulatory guidelines and risk controls.

Qualifications

• Active Listening
• Business Development
• Consulting
• Customer Service Management
• Customer and Client Focus
• Adaptability
• Attention to Detail
• Client Experience Branding
• Interpret Relevant Laws, Rules, and Regulations
• Client Solutions Advisory
• Issue Management
• Problem Solving

Responsabilités

• Partners with Consumer Investments call center advisors and relationship managers to educate and deepen on bank sales opportunities for personal banking needs
• Works with Consumer Investments clients to deepen relationships by uncovering financial needs and recommending the best bank products, services, and solutions to meet those needs
• Responds to general customer inquiries, navigate complex situations and providing problem resolution for client concerns
• Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs)
• Quotes rates, terms, and programs for banking solutions with 100% accuracy
• Manages risk in every business, product, and service transaction by consistently leveraging available tools and resources

Connaissances

Active Listening

Business Development

Consulting

Customer Service Management

Customer and Client Focus

Adaptability

Attention to Detail

Client Experience Branding

Interpret Relevant Laws, Rules, andReg

Client Solutions Advisory

Issue Management

Problem Solving

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

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. Job expectations include partnering with specialists across Consumer Investments to fulfill banking needs of clients to assist in accomplishing their financial goals.

Responsibilities

• Partners with Consumer Investments call center advisors and relationship managers to educate and deepen on bank sales opportunities for personal banking needs
• Works with Consumer Investments clients to deepen relationships by uncovering financial needs and recommending the best bank products, services, and solutions to meet those needs
• Responds to general customer inquiries, navigate complex situations and providing problem resolution for client concerns
• Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs)
• Quotes rates, terms, and programs for banking solutions with 100% accuracy
• Manages risk in every business, product, and service transaction by consistently leveraging available tools and resources

Qualifications

• Active Listening
• Business Development
• Consulting
• Customer Service Management
• Customer and Client Focus
• Adaptability
• Attention to Detail
• Client Experience Branding
• Interpret Relevant Laws, Rules, and Regulations
• Client Solutions Advisory
• Issue Management
• Problem Solving

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

40