Wealth Management Client Associate jobs at Bank Of America in United States, Boston
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Boston
9 jobs found
18.05.2025
BOA
Bank Of America Treasury Sales Associate United States, Massachusetts, Boston
Develop strategies to grow revenue and increase treasury product penetration. Complete price/cost benefit analysis models; work with TSO for non-standard pricing. Support TSO on large scale opportunities and deepen relationships...
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...
Performs standard transaction processing and reconciliation according to the established guidelines and procedures. Responds to client inquiries through numerous channels to support operational efficiency and quality client service. Performs basic...
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services....
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...
Supports the extraction of data using a variety of a programming languages, such as SQL, SAS, Python, or Spark/Scala, and applies knowledge of relational and non-relational database systems housed on...
Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales. Trust administration experience desired. BS/BA degree in Business, Finance, Economics or...
Develop strategies to grow revenue and increase treasury product penetration. Complete price/cost benefit analysis models; work with TSO for non-standard pricing. Support TSO on large scale opportunities and deepen relationships...
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