Administrative Assistant Iii - Private Bank jobs at Bank Of America in United States, Dallas
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Company (1)
Job type
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Job title (1)
United States
State
Dallas
8 jobs found
15.09.2024
BOA
Bank Of America Administrative Assistant III - Private Bank United States, Texas, Dallas
Communicates with executives and line management to gather and convey relevant information. Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment. Proactively manages the calendar of...
Actively support Client Teams in delivering consistently high-quality banking, credit, trust, fiduciary, and investment services to the most complex Private Bank clients. Support fulfillment of large and/or complex client needs...
Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements. Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility....
Leads the CMP (client management process) within the client team to identify new business development opportunities. Sources new clients in alignment with established risk appetite. Leads the client team to...
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...
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...
Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Responsible for coaching, developing, and mentoring assistants and junior level officers within the Settlement team. Builds and maintains...
Communicates with executives and line management to gather and convey relevant information. Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment. Proactively manages the calendar of...
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