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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...
As an Investment Specialist at ExPoint, you have the opportunity to make a difference in the tech industry by helping companies grow and succeed. You will be responsible for evaluating and selecting investments, conducting due diligence, developing risk management strategies and managing investment portfolios. You will also be responsible for recommending and executing strategic financial initiatives, analyzing financial markets and trends, and assessing the risks associated with potential investments.
In this role, you will have the chance to partner with leading technology companies, venture capitalists and private equity firms. You must be knowledgeable about the latest trends and have the ability to interpret and apply them to your investment strategies. A successful Investment Specialist must develop and maintain relationships with the clients and understand their goals and objectives.
This is an exciting and challenging role that requires outstanding analytical and problem-solving skills. You must possess an advanced understanding of financial analysis, portfolio management, and the ability to effectively communicate your ideas, recommendations, and analysis to the team. An ability to interpret and make decisions based on financial information and market trends is essential.
As an Investment Specialist at ExPoint, you will be part of an innovative team working to build the future of the tech industry. With the right attitude, ambition and skill, you will have the opportunity to leave a lasting mark on this revolutionary gaming industry.