Client Direct Auto Loan Officer jobs at Bank Of America in United States, Chandler
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Chandler
12 jobs found
17.11.2024
BOA
Bank Of America Wealth Management Client Care- Service Representative United States, Arizona, Chandler
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
Demonstrates excellent client service skills through actively listen to incoming client phone calls regarding auto loan applications. Ensures compliance with all Customer Identification Program (CIP) and Know Your Customer (KYC)...
Manages the end-to-end process in Practice Solutions by packaging transactions for underwriting and providing specialized financing solutions to select small business owners. Builds and deepens relationships based on the client's...
Develops new business opportunities. Prospects new clients and centers of influences. Builds relationships with new and existing clients, centers of influence, and associates. Devises sales strategies for territory management and...
End-to-end onboarding process; including systems, documentation, and follow-up. New account opening and maintenance. Phone coverage for assigned advisors. IAP enrollment and maintenance. Process and manage client servicing requests and account...
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
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