9d ago

Consumer Investments Preferred Banking Specialist - Fort Worth, Texas

United StatesUnited States·Fort Worthmid
Other
1 views0 saves0 applied

Quick Summary

Key Responsibilities

• Partners with Consumer Investments ca

Requirements Summary

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

Technical Tools
Other

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!

Responsibilities

~1 min read

• 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

Requirements

~1 min read
  • 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

1st shift (United States of America)

40

Location & Eligibility

Where is the job
Fort Worth, United States
On-site at the office
Who can apply
US

About this job

Who can apply
United States
Posted
9 days ago
Employer
has 2,688 open jobs on Jobera in 27 countries.

Listing Details

Posted
October 7, 2026
First seen
October 7, 2026
Last seen
October 15, 2026

Posting Health

Days active
8
Repost count
0
Trust Level
33%
Scored at
October 16, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
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Consumer Investments Preferred Banking Specialist - Fort Worth, Texas