Merrill Financial Solutions Advisor - Greater jobs at Bank Of America
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809 jobs found
24.04.2025
TB
Td Bank Senior Relationship Manager- Greater Tampa United States, Florida, Tampa
Recognized as top level expert within the company in a customer segment or product/service line with responsibility for identifying and interpreting trends in the market to structure portfolios and get...
Understand the overall TDS client organization strategy, particularly that of Corporate and Investment banking. Direct accountability for driving revenue by increasing the penetration and profitability of cash management products and...
Experience selling investments and providing financial plans. Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth. Ensures all NEW clients...
Experience selling investments and providing financial plans. Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth. Ensures all NEW clients...
Experience selling investments and providing financial plans. Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth. Ensures all NEW clients...
Performs complex to difficult technical tasks independently. Advanced knowledge of the business , technical environment, processes, tools, various and multiple programming languages, operating systems, solutions design and other relevant technology...
Experience selling investments and providing financial plans. Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth. Ensures all NEW clients...
Recognized as top level expert within the company in a customer segment or product/service line with responsibility for identifying and interpreting trends in the market to structure portfolios and get...
At Bank of America, our Merrill Financial Solutions Advisor for the tech industry is an exciting new role that will shape the future of the banking and tech industry. This specialized role is designed to help tech companies innovate and grow through access to financial solutions. We are looking for a motivated candidate with expertise in banking and technology who can provide comprehensive financial solutions to our tech clients.
The Merrill Financial Solutions Advisor is more than just a traditional banker; they are expected to act as a trusted partner to tech companies, providing holistic financial services that cater to the specific needs of these clients. Day-to-day responsibilities of this role include maintaining existing client accounts, identifying new opportunities for business development within the tech industry, and actively participating in product development. This can include creating innovative programs specifically for these tech clients while keeping up to date with rigorous industry regulations.
At Bank of America, we can provide you with access to the latest technology, giving you the competitive advantage you need to truly excel in this position. With industry-leading financial tools, applications, and resources, you will always have the edge when discussing the latest products in the industry. We are looking for individuals with an entrepreneurial mindset and the ability to think creatively while providing our tech clients with the most up-to-date financial services solutions.
At Expoint, we are thrilled to announce that Bank of America is offering the Merrill Financial Solutions Advisor role. We believe that this position is a great opportunity to join the tech industry and get the financial solutions necessary for our tech clients to succeed. If you think this is the right opportunity for you, apply now and join us in the ever-evolving world of tech-focused banking solutions.