Financial Solutions Advisor - Bilingual Spanish Series Required jobs at Bank Of America in United States, Chandler
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Company (1)
Job type
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Job title (1)
United States
State
Chandler
39 jobs found
14.04.2025
BOA
Bank Of America Financial Solutions Advisor - Bilingual Spanish Series requi... United States, Arizona, Chandler
Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments. Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Focuses daily on service to sales with existing Merrill clients....
Provides exceptional client care. Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Focuses daily on service to sales with existing Merrill clients....
:is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training...
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...
Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments. Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual...
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