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Bank Of America FC Client Service Representative - Santa United States, California, Santa Maria
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Active...
Works on daily incoming exceptions and maintains aged exceptions to a minimum. Enters daily entries through internet based applications. Performs routine or complex account maintenance depending on client account type....
Provides clients with clear information and specific details on their retirement and benefit plans. Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders....
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....
Attend (trade shows, seminars, events). Visit Customers. Search for New Customers. Campaign Management. Customer Reporting. Learn the Products. Customer Account Management. A proficient understanding of key sales principles and best...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Active...
Valid drivers license. Reliable vehicle. English speaking. Technical aptitude. 1+ years of experience. Effective communications. Team player. Problem solver. Interpersonal skills. Technical skills. Experience in hardware support of IBM/OEM servers,...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Active...
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