Merrill Team Financial Advisor jobs at Bank Of America in United States, Phoenix
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United States
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Phoenix
10 jobs found
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BOA
Bank Of America Treasury Fulfillment Advisor United States, Arizona, Phoenix
Consults with client through implementation of treasury product package. Facilitates internal and external client calls to work through implementation requests for successful completion. Troubleshoots research, and responds to internal client...
Developing a book of business in order to meet and exceed the required performance hurdles. Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate...
Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery. Researches and resolves moderately complex financial...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
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 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...
Resolves day-to-day problems and executes deliverables within the business unit. Provides functional expertise knowledge to projects or initiatives relating to the business unit. Manages team workload and provides general oversight...
Consults with client through implementation of treasury product package. Facilitates internal and external client calls to work through implementation requests for successful completion. Troubleshoots research, and responds to internal client...
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