Provide customer advocacy and technical support via phone, chat, and email; troubleshoot digital banking issues, de-escalate situations, perform outbound calls, maintain confidentiality; high school diploma and Microsoft Office knowledge required.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOESeries 7/63/65 (or 7/66) required or must obtain within 90 days; SAFE Act registration for mortgage origination; 12+ years private banking/complex financial services; ability to drive new business for $3M+ investable assets; strong client relationship and leadership skills.
5+ YOE5 years banking experience with lending; HS diploma; 1 year training or mentorship; strong sales and customer service; NMLS registration; ability to lift 50 pounds; cross-selling ability.