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Bank Of America Market Financial Center Manager United States, Washington, Bonney Lake
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...
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
Manages client traffic, engaging and appropriately routing clients, and fosters client retention. Manages business results through formalized management routines and coaching. Creates a world class client experience environment. Manages market-level...
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
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...
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...
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...
Are you a finance professional looking for a job in the tech industry? Expoint is the premier destination for tech-savvy financial representatives.
At Expoint, our goal is to match the specific needs of tech companies with experienced finance professionals who can help them achieve their financial goals. Our financial representatives provide a range of services including financial planning, analysis and forecasting, and risk management.
As a financial representative on Expoint, you would need to have a strong knowledge of accounting concepts, corporate finance, financial markets and investment strategies, and tax planning. You will work closely with senior executives to develop strategic financial plans and forecasts. You must also have excellent organizational, analytical, and communication skills.
In addition, the successful financial representative must be keenly aware of current market trends and competitive analysis. You must have the ability to interpret financial information and develop innovative solutions for our clients. With the use of sophisticated technology, you will be able to measure our clients’ financial performance, illustrate the effects of policy decisions, and recommend effective solutions.
Finally, financial representatives must exhibit strong customer service skills. You must be able to identify clients’ needs and develop relationships that ensure the long-term success of the company.
At Expoint, our financial representatives are the core of our business. If you have the experience, skills, and determination to help drive our mission, join us today!