Call Center Telephone Banker - Client Solutions jobs at Bank Of America in United States, Phoenix
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Phoenix
133 jobs found
07.04.2025
BOA
Bank Of America Merrill Financial Solutions Advisor - Phoenix Market United States, Arizona, Phoenix
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...
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,...
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...
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...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Maintains accurate and complete records including ledgers, invoices, and receipts by referencing documents to verify, record, and process transactions. Prepares financial reports and budgets and assists with audits to resolve...
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done,...
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...
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