Credit Product Specialist Global Wealth & Investments Management jobs at Bank Of America
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BOA
Bank Of America Wealth Management Client Associate United States, New York
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...
Provide guidance on sanctions-related matters, including compliance with OFAC, EU, UK, and other global sanctions regimes. Assess and advise on sanctions risks related to transactions, clients, products, and services. Conduct...
Coordinate and facilitate routines to support delivery (for example, kick-offs, status reviews, stakeholder meetings, change controls, tollgates). Plan and coordinate delivery and dependencies across multiple teams. Facilitate dependency management/risk management/impediment...
1+ year of customer facing and/or customer contact center experience. Has a strongrelationship-deepeningand client care mentality. Actively listens to the client to determine their needs and goals and has a...
Recommends financial advice and guidance that align with the clients' financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the...
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...
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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