Consumer Investments - Investment Specialist Trainee Obtain Sie Series jobs at Bank Of America in United States, Fort Worth
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United States
State
Fort Worth
21 jobs found
25.11.2024
BOA
Bank Of America Call Center Inbound - Banking Specialist 1st 2nd shift avail... United States, Texas, Fort Worth
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Responds to customer inquiries and concerns,...
Oversees the design and effectiveness of the risk and control environment to support Consumer AML Operations and ensure adherence to enterprise-wide standards. Supports the monitoring and testing of controls by...
Monitors team metrics and works with leadership to track progress towards objectives and ensure goals are met. Demonstrates process expertise and provides support to leadership, employees, and business partner by...
Conduct required sampling governance or distribute samples for testing, and design or revise sampling procedure documentation. Access pertinent databases or acquire raw data from third party sources. Deliver high-quality results...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
Fosters a client-centric team environment by promoting an effective sales and service strategy and risk management process. Prioritizes employee development by providing effective coaching and sharing constructive feedback to drive...
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 build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Responds to customer inquiries and concerns,...
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