Client Service Representative Ii - Core Cc 1st Shift Oak Cliff jobs at Bank Of America in United States, Dallas
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Dallas
39 jobs found
14.04.2025
BOA
Bank Of America Private Client Advisor II United States, Texas, Dallas
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 fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
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...
Reviewing division orders and confirming account ownership interest. Working with internal departments to set up new accounts, new assets and properties, and new wells. Working with internal departments to take...
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...
Receive and respond to requests received by email or phone. Provides resolution for requests received via phone or email. Interacts continuously and deepens relationships with internal business partners as...
First point of contact for inquiries received from high revenue clients via email or phone channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests consist...
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...
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