Consumer Investments Preferred Banking Specialist - Fort Worth, Texas
Company: Bank of America
Location: Fort Worth
Posted on: April 1, 2026
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Job Description:
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
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