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Bank Of America Wealth Management Specialist - NPD United States, Colorado
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...
Reaches out to delinquent clients to secure payment and determines reason for delinquency on active or inactive loan, deposit, and credit card accounts. Negotiates repayment of outstanding debt that benefits...
Addresses issues in production proactively and handles complex client escalations. Prioritizes and organizes work to increase effectiveness, efficiency, and productivity. Monitors and reviews documentation requirements. Resolves peer or customer escalations...
Review and challenge key capital management activities, including banking book risk-weighted assets (RWA) calculations and implementations. Review and challenge Basel rule compliance documentation and capital policy interpretations. Review Business Requirement...
Reaches out to delinquent or high-risk clients to secure payment and determines reason for delinquency on active or inactive loan, deposit, and credit card accounts. Negotiates repayment of outstanding debt...
Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends. Escalates issues and provides resolution on complex inquiries, requests,...
Active Listening. Attention to Detail. Research. Usability Testing. Data Collection and Entry. Issue Management. Networking. Project Management. Reporting. Agile Practices. Process Design. Recording/Organizing Information. Technical Documentation. Written Communications....
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...
The Account Specialist role in the tech industry is an exciting opportunity to join a fast-paced and competitive environment. As an Account Specialist, you will be responsible for utilizing excellent customer service, communication, and organizational skills in order to develop long-term customer relationships while achieving aggressive sales targets.
Your day-to-day responsibilities would include meeting with clients one-on-one and in groups, understanding their current product needs, collaborating with cross-functional teams, and creating custom product offerings. You will be the liaison between internal and external teams and develop long-term business and customer relationships.
The role requires you to think critically and strategize plans to exceed customer's expectations. You will be managing multiple accounts, tracking customer feedback, and keeping up with customers’ ever-changing product needs and trends.
Your interpersonal and oral communication skills will be key in order to build relationships and guarantee customer satisfaction, as well as finding creative solutions in order to solve customer's problems. You must understand the technical nature of the products you are selling and have an overall knowledge of the broader industry and technology, to successfully execute the role.
If you believe you have the necessary skills and knowledge to become an Account Specialist in the tech industry, Expoint is a great platform to start your search!