Jobs at Bank Of America in United States, Texas, San Antonio
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Company (1)
Job type
Job categories
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United States
Texas
San Antonio
4 jobs found
24.06.2024
BOA
Bank Of America Merrill Financial Solutions Advisor - Lone Star Market United States, Texas, San Antonio
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...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...
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...
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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