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Requires thorough knowledge of the BD and regulatory requirements including the variety of products and services offered.... - Indeed
Follow established policies, procedures and guidelines to protect both our customers and Bank of America. Professional tellers process transactions accurately... - Indeed
Tellers are the face of Bank of America and therefore demonstrate core values in all actions and provide an excellent experience for the customer.... - Indeed
Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's.... - Indeed
Responsible for transition and coordination of clients to Merrill Lynch, including review supervision and approval of new accounts.... - Indeed
Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Likelihood of opportunity, AUM opportunity, advisor... - Indeed
5 + years of technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning.... - Indeed
An awareness of financial markets and a broad understanding of treasury management and card solutions helpful as well.... - Indeed
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