Market Financial Center Manager - Albany Ny Area jobs at Bank Of America in United States, City Of Albany
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Company (1)
Job type
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Job title (1)
United States
State
City Of Albany
110 jobs found
23.01.2025
BOA
Bank Of America Financial Solutions Advisor - Consumer Investments United States, New York, City of Yonkers
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...
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time management. Demonstrates a results-driven mindset and prioritizes...
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...
Developing a book of business in order to meet and exceed the required performance hurdles. Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate...
Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business. Leads complex credit opportunities, including structured credit deals. Grows book...
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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