Wealth Management Specialist - Nr 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
29 jobs found
05.01.2025
BOA
Bank Of America Production Specialist II United States, Texas, Dallas
Use full keyboard and numeric pad. Enter data based on customer instructions and screen prompts. Acknowledge out of balance transactions. Complete all tasks by customer’s specified deadlines. Communicate computer system...
3+ years of solid experience in commercial credit underwriting, financial analysis and commercial loan portfolio management. 3+ years of financial accounting, financial modeling or loan structuring. Commercial credit training in...
The ideal candidate is a self-motivated, client centric individual who has:. Series 7, 66, 9, 10 (or equivalent) Licenses required. Series 3, 31 licenses, if warranted. Proven ability to manage...
Either individually or working with Portfolio Manager(s), establish and execute a risk-based coverage plan for specificportfolio(s). CoveragePlan to include, at a minimum, examinations, transaction reviews, risk assessments and issue management....
Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends. Escalates issues and provides resolution on complex inquiries, requests,...
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...
Addresses issues in production proactively and handles complex client escalations. Prioritizes and organizes work to increase effectiveness, efficiency, and productivity. Monitors and reviews documentation requirements. Resolves peer or customer escalations...
Use full keyboard and numeric pad. Enter data based on customer instructions and screen prompts. Acknowledge out of balance transactions. Complete all tasks by customer’s specified deadlines. Communicate computer system...
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