Consumer Investments - Financial Services Representative I (Fort Worth, TX)
Bank of America · Fort Worth, TX · 2 wk ago
FinanceFull-time
Responsibilities
- Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
- Trips client requests and makes referrals to appropriate internal specialists
- Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
Requirements
- Delivers solutions and experiences that improve clients' financial lives
- Applies learnings and adapts new information to identify appropriate client solutions
- Buils strong client relationships through effective communication and collaboration
- Displays a proactive and ambitious mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Demonstrates a willingness to establish a career in the financial services industry
- Strong computer application skills, including Microsoft Office
Qualifications
- Bachelor’s degree and/or minimum of one year of experience in a performance-based environment (desired)
Skills
- Active Listening
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Account Management
- Client Experience Branding
- Decision Making
- Emotional Intelligence
- Result Orientation
- Adaptability
- Coaching
- Prioritization
- Referral Identification
- Written Communications
Benefits
Bank of America offers a comprehensive benefits package including health insurance, retirement plans, and paid time off.
Pay
The salary range for this position is $50,000 - $80,000 annually, commensurate with experience.
Schedule
This role is full-time and works 40 hours per week.