Financial Officer jobs in United States, Arizona, Scottsdale
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Company
Job type
Job categories
Job title (1)
United States
Arizona
Scottsdale
8 jobs found
09.07.2025
BOA
Bank Of America Sr Credit Products Officer-Dealer Financial Services United States, Arizona, Scottsdale
Sr. Credit Products Officer (SCPO) serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
Manages the credit process for a portfolio of clients. Negotiates credit documentation. Leads the credit and risk approval processes. Builds relationships with existing and prospective clients. Mentors and supports associates....
leveragingfinancial planning and driving a full balance sheet approach. Engage and influence stakeholders and internal partners associated with Financial Advisory function or affected by its outcomes. and recommend opportunities for...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
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...
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...
Sr. Credit Products Officer (SCPO) serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and...
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