Dynamic Financial Solutions Advisor
Bank of America Corporation
Bank of America is seeking a financial services professional to provide comprehensive advice and customized solutions to clients. The role involves triaging leads, making referrals, and meeting with clients to review financial and investment goals. Candidates must pursue required licenses and complete trainings, with SAFE Act registration for mortgage-related work. The position emphasizes building client relationships, delivering tailored solutions, and meeting regulatory requirements within a #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 18 hours ago
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$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedHourly payTemporary workWork at officeFlexible hoursShift workDay shift- ...calling, networking, and referral partners Understand each owner's goals and match them with credit and deposit solutions Analyze business financials and judge creditworthiness on new requests Write credit memos and guide loan documents through closing Open...Suggested
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