Associate Global Investment Banking Financial Institutions Group Fig jobs at Bank Of America in United States, San Francisco
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BOA
Bank Of America Wealth Management Client Associate United States, Texas, San Antonio
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...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
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...
Developing and maintaining complex financial models(both operating and valuation). Performing various financial analyses, including valuations and merger consequences. Conducting comprehensive and in-depth company and industry research. Preparing presentations and other...
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...
Prospecting companies with revenues above $10MM. Working with SBA (7A and 504) loans. Have an established COI (circle of influence) base. Proactively manage an assigned portfolio of clients by staying...
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...
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