Sr Client Outreach Specialist jobs at Bank Of America in United States, Fort Worth
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United States
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Fort Worth
49 jobs found
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BOA
Bank Of America Wealth Management Client Associate United States, Colorado, Fort Collins
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...
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...
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...
Work with highly affluent clients. Lead end-to-end onboarding and maintenance activities for new and existing clients. Provide products and services to each client, working with cross line of business partners....
Supports the extraction of data using a variety of a programming languages, such as SQL, SAS, Python, or Spark/Scala, and applies knowledge of relational and non-relational database systems housed on...
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth. Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor...
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...
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