דרושים United States, El Cajon

Understand and implement of KYC standards, guidelines, policies, and procedures. Handle and maintain confidential client documentation. Understand the firm’s KYC requirements when completing documentation inclusive of Customer Identification Program (CIP),...

Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available...

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...

Clinical Support Excellence: Serve as the primary clinical resource for device implant coverage, troubleshooting, programming, and patient follow-up, ensuring optimal customer and patient outcomes. Educational Outreach: Conduct presentations and demonstrations...

Creating a positive client experience for customers engaging the team for treasury application technical support. This experience is measured by direct surveys sent to users the consultant has supported. Whether...

Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...

Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are...