Consumer Investments Preferred Banking Specialist jobs at Bank Of America in United States, Fort Worth
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Job type
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Job title (1)
United States
State
Fort Worth
20 jobs found
13.08.2025
BOA
Bank Of America Consumer Investments Preferred Banking Specialist United States, Texas, Fort Worth
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....
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
Responsible to help develop and drive market credit strategy as part of the BB market leadership team. Responsible for identifying and analyzing strategic market opportunities to offer/deepen credit with clients...
Outreach to clients requesting and collecting KYC documentation. Serve as the key point of contact for Clients as well as Bankers, Operations, Risk and other internal functions. Ensure respective KYC...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs. Acquires, deepens,...
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....
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