Quality Specialist Ii jobs at Bank Of America in United States, New York
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146 jobs found
21.11.2024
BOA
Bank Of America Internal AI Specialist United States, New York, New York
Act as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value proposition of AI, the different types of solutions available, the best...
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not...
Identify and own the client onboarding process. Document client interactions and provide team with time sensitive updates. Execute on team service model. Assist the Financial Advisor Team and/or Senior Business...
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...
Review reporting to understand where clients are in KYC process and provide regular updates to banking team. Each team member will monitor and understand the risks and business impacts of...
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...
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...
Act as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value proposition of AI, the different types of solutions available, the best...
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