Sr Credit Products Manager-dealer Financial Svs 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
60 jobs found
14.04.2025
BOA
Bank Of America Financial Solutions Advisor - Consumer Investments Central D... United States, Texas, Dallas
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...
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...
Partners with teammates to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives. Supports aspects of the client's investment...
Manages the credit process for a portfolio of clients. Negotiates credit documentation. Leads the credit and risk approval processes. Builds relationships with existing and prospective clients. Mentors and supports associates....
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Leads monitoring, compliance and initial underwriting activities for Dealer Financial Services team. Manages a team of 12+ associates. Develops and maintains strong cross functional partnerships with Market Executives, Treasury Solutions...
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...
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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