Personal Banking & Investment Solutions Advisor

Bank of America; Fort Worth (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America in Fort Worth, TX is seeking a Consumer Investments sales associate who connects clients with a broad range of bank solutions to help meet financial goals. You will balance sales opportunities with service requests and partner with specialists to fulfill banking needs.

The role focuses on educating clients about products, deepening relationships, and providing accurate quotes while managing risk. Strong listening, communication, and problem-solving skills are essential.

Qualifications

• High School Diploma or equivalent required.
• Ability to interpret laws, rules, and regulations relevant to consumer banking.
• Strong problem-solving and client-focused advisory skills.

Responsibilities

• Educate and deepen on bank sales opportunities for personal banking needs.
• Deepen relationships by uncovering financial needs and recommending products and solutions.
• Respond to general customer inquiries and resolve issues with accuracy.
• Sell and fulfill banking products including checking/savings accounts, credit cards, CDs, IRAs.
• Quote rates, terms, and programs with high accuracy.
• Manage risk in all transactions using available tools.

Skills

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Fort Worth, TX is seeking a Consumer Investments sales associate who connects clients with a broad range of bank solutions to help meet financial goals. You will balance sales opportunities with service requests and partner with specialists to fulfill banking needs.

The role focuses on educating clients about products, deepening relationships, and providing accurate quotes while managing risk. Strong listening, communication, and problem-solving skills are essential.