Research Adjustment Rep Iii- National Service & 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
40 jobs found
31.03.2025
BOA
Bank Of America Consumer Product Strategy Analyst III - United States, Arizona, Phoenix
Recommends ways to help the business achieve desired outcomes and make informed business decisions using data analysis outputs. Performs complex analysis of financial models, market data, financial data, and portfolio...
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,...
First point of contact for inquiries received from high revenue clients via phone/chat/email channel. Responsible for reading, analyzing and/or determining appropriate handling and resolution of requests. Requests consist of treasury,...
Responsible for day to day servicing of Commercial and Large Corp Card clients, varying in complexity. Provides servicing assistance related to general inquiries and research related requests. Service and support...
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...
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...
Recommends ways to help the business achieve desired outcomes and make informed business decisions using data analysis outputs. Performs complex analysis of financial models, market data, financial data, and portfolio...
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