Jobs at Bank Of America in United States, Buena Park
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Company (1)
Job type
Job categories
Job title
United States
State
Buena Park
23 jobs found
24.06.2024
BOA
Bank Of America Financial Solutions Advisor - Consumer Investments Southern ... United States, California, Buena Park
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...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Bachelor's degree in accounting or finance, or equivalent work experience. Three to four years of experience in financial accounting activities. Proficient computer skills, especially Microsoft Office applications. Advanced knowledge of...
Contacts prospective customers in order to provide consultative advice on current cash flow practices in order to develop treasury management business. Manages relationships with existing customers to ensure proper servicing...
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
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...
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