Consumer Investments Preferred Banking Specialist - Fort Worth, Texas
On-siteFort Worth, Texas, United States
Fort Worth, Texas, United StatesOn-siteFull TimeHigh School Or EquivalentLarge
Full TimeHigh School Or EquivalentLarge
Job Summary
Partner with Consumer Investments call center advisors and relationship managers to educate clients on bank sales opportunities for personal banking needs. Work directly with clients to uncover financial goals, recommend products including checking, savings, credit cards, CDs, and IRAs, and resolve complex inquiries. Quote rates, terms, and programs with 100% accuracy while managing risk across all transactions. Balance sales opportunities with service requests to help clients achieve their financial objectives.
Required Qualifications
- High School Diploma / GED / Secondary School or equivalent
- 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 availability
- 40 hours per week
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