Portfolio Management Officer / Ii jobs at Bank Of America in United States, Atlanta
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Atlanta
21 jobs found
15.09.2025
BOA
Bank Of America Wealth Management Client Associate United States, Georgia, Atlanta
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends. Escalates issues and provides resolution on complex inquiries, requests,...
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...
Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements. Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility....
Develops detailed, comprehensive and well-structured test cases based on functional, non-functional, and compliance requirements. Leads test planning, usually at a team level. When part of a Scrum team, ensure stories...
Manages the credit process for a portfolio of clients. Negotiates credit documentation and manages the legal documentation process. Leads the credit and risk approval processes. Builds relationships with existing and...
Evaluates credit worthiness and provides analysis and recommendations on whether a client should receive a credit facility. Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
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