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Jobs at Bank Of America in United States, Lauderdale Lakes
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חברה (1)
אופי המשרה
קטגוריות תפקיד
שם תפקיד
United States
אזור
Lauderdale Lakes
נמצאו 26 משרות
20.11.2024
BOA
Bank Of America Registered Wealth Management Client Associate United States, Florida, Fort Lauderdale
Work with highly affluent clients. Lead end-to-end onboarding and maintenance activities for new and existing clients. Provide products and services to each client, working with cross line of business partners....
Recommends financial advice and guidance that align with the clients' financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the...
At least 3 years of demonstrated success in direct sales roles in a treasury or cash management capacity. Strong business/financial acumen to align to core Key Performance Indicators within our...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Ensures employees comply with policies, procedures, and regulations to limit risk and financial exposure to the business and the firm. Creates and oversees team workflow, including mandated supervisory reviews and...
Minimum five (5) years' experience working within Commercial Real Estate, Community Development or LIHTC investing. Excellent communication and presentation skills. Strong knowledge of real estate fundamentals, credit training and underwriting,...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Work with highly affluent clients. Lead end-to-end onboarding and maintenance activities for new and existing clients. Provide products and services to each client, working with cross line of business partners....
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