Bank of America

Financial Planning and Analysis

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams
• Develop a book of business to meet and exceed established performance hurdles
• Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, and executing customized solutions
• Recommend investment products and services suitable for clients
• Balance investment growth, customer follow up, prospect building, and personal growth
• Organize and manage resources to run a productive practice
• Seek expertise of specialists to identify planning and investment strategies
• Complete mandated training, assessments, performance goals and continuing education requirements

Financial Advisor, Merrill Advisor Development Program

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Merrill Advisor Development Program

• Works with high-net worth individuals identifying needs and developing relationships
• Reviews financial goals and delivers comprehensive recommendations
• Collaborates with and is mentored by Merrill Financial Advisor Teams
• Develops a book of business to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients and capitalizes on referrals
• Organizes and manages resources (time, people, budget) to run a productive practice
• Completes mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Chicago North Market

Manager

• Serves as a subject matter expert for portfolio(s) of loans and participates in examination activities
• Performs transactional testing of credit process execution of new and existing clients, providing direct and timely feedback on transactional reviews
• Provides regulator updates on results, and responds to inquiries
• Documents findings through quarterly reporting, including assessing and rating credit control effectiveness, direction of controls, and credit riskiness for portfolio(s)
• Assesses and advises on the impact of industry-level, geo-political, and economic trends to credit portfolios
• Manages issues, including approval of issue severity ratings, action plans, ongoing issue status tracking, and oversight of issue validation

Senior Portfolio Manager – Small Business Loans

• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

• Developing a book of business to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients and executing customized solutions
• Balancing investment growth, referral activities, customer follow up, and compliance

Financial Advisor

• Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborating with and being mentored by Merrill Financial Advisor Teams to promote portfolio growth
• Developing a book of business to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients, capitalizing on referrals, and assessing customer needs
• Recommending investment products and services suitable for prospects based on their objectives
• Balancing investment growth, referral activities, customer follow up, and administrative compliance
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking expertise of specialists to identify planning and investment strategies for clients
• Completing mandated training, assessments, performance goals, and continuing education requirements

• Handles inbound inquiries from leads regarding Merrill offering
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Merrill Advisor Development Program – Financial Advisor

Account Manager

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service.
• Performs basic research, follow-up and resolution of routine research requests.
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate.
• Provides general operational support including handling inbound calls, mail sorting, and mail distribution.
• Reviews and approves required account documentation.

Account Management Ops Representative

Operations

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Transaction Management Operations Analyst – 401(k) Benefits Processing

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts.
• Documents all client interactions and opportunities within Salesforce accurately.

Bank of America

Financial Advisor, Merrill Advisor Development Program

Financial Advisor – Merrill Advisor Development Program

Financial Advisor – Chicago North Market

Senior Portfolio Manager – Small Business Loans

Financial Advisor – Merrill Advisor Development Program

Financial Advisor

Financial Advisor – Merrill Advisor Development Program

Merrill Advisor Development Program – Financial Advisor

Account Management Ops Representative

Transaction Management Operations Analyst – 401(k) Benefits Processing

Financial Advisor

Financial Advisor, Merrill Advisor Development Program

Financial Advisor, Merrill Advisor Development Program

Financial Advisor – Blue Ridge Market

Financial Advisor – Carolina East Market