Wealth Management Specialist jobs at Bank Of America in United States, Charlotte
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Charlotte
45 jobs found
26.06.2024
BOA
Bank Of America Wealth Management Specialist United States, North Carolina, Charlotte
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...
Assists in establishing and overseeing the risk management governance structure for the Line of Business (LOB). Assists in conducting execution of risk framework activities including monitoring and testing of controls...
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...
Assists in establishing and overseeing the risk management governance structure for the Line of Business (LOB). Assists in conducting execution of risk framework activities including monitoring and testing of controls...
Assists with quality assurance activities of internal issues portfolios for multiple lines of business. Engages with key stakeholders to provide feedback and influence change. Assists with establishing risk management procedures...
Establish oversight of information security events and cyber incidents and communicate analysis, containment and remediation efforts to all business partners. Lead more junior incident managers to evaluate, communicate, and contain...
Maintain and self-manage a pipeline of work requiring review of loan approvals, agreements, and coordination with coverage teams to meet submission deadlines. Analyze loan structure and apply both regulatory and...
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...
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