Consumer Investments - Financial Services Representative I (Fort Worth, TX)

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Job Description:
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.

Responsibilities:

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner

• Triages 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

Required Qualifications:

• Delivers solutions and experiences that improve clients' financial lives

• Applies learnings and adapts new information to identify appropriate client solutions

• Builds 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

Desired Qualifications:

• Bachelor's degree and/or minimum of one year of experience in a performance-based environment

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40