Financial Data Reporting Ops Representative jobs at Bank Of America in United States, Phoenix
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United States
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Phoenix
21 jobs found
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BOA
Bank Of America Financial Data Reporting Ops Representative United States, Arizona, Phoenix
Performs standard activities supporting escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery. Performs research, follow-up, and resolution of routine financial data...
Performs standard activities supporting escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery. Performs research, follow-up, and resolution of routine financial data...
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...
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...
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...
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
from Academy managers who are invested in your success. by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. (63 & 65 accepted, in...
Performs standard activities supporting escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery. Performs research, follow-up, and resolution of routine financial data...
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