Investment Consultant Ii - Merrill Premium jobs at Bank Of America
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BOA
Bank Of America Private Client Advisor II United States, Arizona, Tucson
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
Develop/execute the reporting strategy and align with business objectives as well as lead the design, development, and maintenance of reporting dashboards, scorecards, and key performance indicators (KPIs). Lead, mentor, and...
Evaluates new end-user credit opportunities including identification and assessment of risks and identifies mitigating factors. Partners with client-facing teammates to consult on sales opportunities and provide the product expertise and...
Customer service representative responsible for a dedicated portfolio of asset based loan facilities. Process, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for...
Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility. Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver...
Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices. This individual functions independently, or with minimal...
Financial Statement Analysis. Collateral Analysis. Preparation of credit approval write-ups. Preparation of term sheets and client presentations. 2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship...
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
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