Treasury Sales Officer - Transformative Technology Group 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
16 jobs found
17.11.2024
BOA
Bank Of America Specialized Fiduciary Officer II IRA United States, Georgia, Atlanta
BS/BA or equivalent experience helpful. Non-licensed associate. 3 – 5 years of individual retirement account or Private Bank administrative or trust experience preferred, but not required. Private Bank and Merrill...
Responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies and procedures. Responsible for understanding the client’s situation and circumstances, including knowing the clients extended family...
Leads and coordinates routines to support delivery (for example, kick-offs, status reviews, stakeholder meetings, change controls, and tollgates, etc.). Manages coordination of delivery and dependencies across multiple teams. Facilitates communication...
BS/BA or equivalent experience helpful. Non-licensed associate. 3 – 5 years of individual retirement account or Private Bank administrative or trust experience preferred, but not required. Private Bank and Merrill...
Designs, develops and is accountable for feature delivery. Applies enterprise standards for solution design, coding and quality. Ensures solution meets product acceptance criteria with minimal technical debt. Guides the team...
Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust,...
Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve...
BS/BA or equivalent experience helpful. Non-licensed associate. 3 – 5 years of individual retirement account or Private Bank administrative or trust experience preferred, but not required. Private Bank and Merrill...
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