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Risk and Operational Management Manage the financial center operations Provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks Identify risks, prioritize areas of focus, educate associates on avoiding risks and create action plans to correct issues Ensure that in the event of a new procedure, product or operational change, associ
Posted 4 days ago
Bank of America
- Charlotte, NC / Fort Mill, SC / Mooresville, NC / 2 more...
The FC Lending Officer (FCLO) proactively solicits new residential mortgage business and sells Bank of America mortgage products to meet established loan quality and production goals. In this ongoing sales role, the FC Lending Officer continually identifies, develops and maintains a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending op
Posted 5 days ago
The FC Lending Consultant is a role that consists of 12 month training and mentoring program with the LC graduating to a Lending Consultant position upon successful completion of the program. The Lending Consultant (LC) will generate a minimum 70% of their mortgage sales goals by managing the end to end consumer mortgage referral requests that originate within assigned Financial Centers. Additiona
Posted 7 days ago
Relationship managers are the face of Bank of America in our financial centers, bringing our products and services to life for all of our clients. They focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients. As part of our team, you will have access
Posted 10 days ago
Bank of America
- Charleston, SC / Columbia, SC / Greenville, SC / 2 more...
The Wealth Management Lending Officer (WMLO) continually identifies, develops and maintains a quality network of business relationships and relationships with assigned Merrill Lynch Financial Advisors that serves as recurring source of referrals for new mortgage lending opportunities. The WMLO is aligned to a group of Merrill Lynch Financial Advisors within a Merrill Lynch Market. A WMLOs network
Posted 10 days ago
Bank of America
- Raleigh, NC / Wilmington, NC / Wilson, NC / 4 more...
Performance Hurdles A Financial Advisor Trainee must acquire clients through personalized marketing techniques to meet minimum performance hurdles. Registration and Licensing Requirement A Financial Advisor Trainee is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance). Education Requirement A Financial Advisor Trainee is required to complete the Certifi
Posted 10 days ago
Bank of America
- Charlotte, NC / Albany, NY / Amarillo, TX / 92 more...
Merrill Lynch Overview Merrill Lynch provides a high touch client experience through a network of approximately 15,000 client facing financial advisors to our affluent clients with a personal wealth profile of at least $250,000 of investable assets. The Financial Advisor Development role is a 12 month training program for strong performing intern conversions who wish to build a wealth management b
Posted 13 days ago
Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self service technologies Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Open deposit accounts and sell banking products (examples credit cards, CDs, IRAs, loans)
Posted 13 days ago
General Management Responsible for building client traffic, engaging and appropriately routing clients and client retention Responsible for the general look, feel and attractiveness of the center, ensuring space is leveraged to accommodate clients Responsible for building and maintaining camaraderie amongst center associates, while ensuring all teammates drive collectively toward financial center
Posted 13 days ago
Business Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals based wealth management, including planning for retirement, education, legacy, and other life goal
Posted 13 days ago
General Management Responsible for building client traffic, engaging and appropriately routing clients and client retention Responsible for the general look, feel and attractiveness of the center, ensuring space is leveraged to accommodate clients Responsible for building and maintaining camaraderie amongst center associates, while ensuring all teammates drive collectively toward financial center
Posted 13 days ago
Bank of America
- Hilton Head Island, SC
Business Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals based wealth management, including planning for retirement, education, legacy, and other life goal
Posted 13 days ago
Financial Center Client Service Representative I s FC CSR I are responsible for providing a positive customer experience that leads to improved satisfaction and sales. FC CSR I s process transactions accurately and efficiently in a fast paced environment while simultaneously introducing products and services that meet the customers' needs and encouraging customers to expand their relationship with
Posted 13 days ago
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management is one of the largest businesses of its kind in the world specializing in goals based wealth management, including planning for retirement, education, legacy, and other life goals through investme
Posted 13 days ago
Bank of America
- Greenville, SC / Spartanburg, SC
THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR Our advisor development program is an award winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best in class training curriculum and new advisor mentoring that has been our strength since 1946. The program is designed to help you come up to speed quickly as a successful financi
Posted 13 days ago
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