MNC InsiderMNC Insider
Bank of America logo

Consumer Investments Preferred Banking Specialist - Fort Worth, Texas

Bank of America

Consumer Investments Preferred Banking Specialist - Fort Worth, Texas

full-timePosted: Aug 24, 2026Updated: Aug 28, 2026Fort Worth

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 resourcesQualifications:Active ListeningBusiness DevelopmentConsultingCustomer Service ManagementCustomer and Client FocusAdaptabilityAttention to DetailClient Experience BrandingInterpret Relevant Laws, Rules, and RegulationsClient Solutions AdvisoryIssue ManagementProblem SolvingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40

Locations

  • Fort Worth

Required Qualifications

  • Active Listening (experience)
  • Business Development (experience)
  • Consulting (experience)
  • Customer Service Management (experience)
  • Customer and Client Focus (experience)
  • Adaptability (experience)
  • Attention to Detail (experience)
  • Client Experience Branding (experience)
  • Interpret Relevant Laws, Rules, and Regulations (experience)
  • Client Solutions Advisory (experience)
  • Issue Management (experience)
  • Problem Solving (experience)
  • Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent (experience)

Target Your Resume for "Consumer Investments Preferred Banking Specialist - Fort Worth, Texas" , Bank of America

Get personalized recommendations to optimize your resume specifically for Consumer Investments Preferred Banking Specialist - Fort Worth, Texas. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Consumer Investments Preferred Banking Specialist - Fort Worth, Texas" , Bank of America

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

GeneralGeneral

Answer 10 quick questions to check your fit for Consumer Investments Preferred Banking Specialist - Fort Worth, Texas @ Bank of America.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.