Interested in finding more jobs in Charlotte, NC? Click Here to create a Climber profile today!
Bank Of America Work Values
Interested in finding out if you are the type of person this company is looking for? Create an account and take our patented DNA assessment now to see how you compare.
Daily Duties at Bank Of America:
Proactively contacted clients with the goal of enhancing each client relationship. Counseled high net-worth clients, within a call center environment, and implemented highly customized solutions based on time horizon, current cash flow, risk profile, and objectives. Referred clients to other professionals within organization who could assist them with more complex planning issues. Cross-sold banking services and products to clientele based on financial data collected from financial profiles and worked within a team environment to ensure that the client's service expectations were being met.
What they like about Bank Of America:
Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.
Tags
Microsoft Office, Financial Planning, Financial Specialist, Financial Planning Analyst, Client Relationship Specialist, Life Insurance, Annuities, Retirement Benefits, Wealth Planning Analyst, Mutual Funds, Portfolio Management, Financial Advisor, Sales, Business Development, CFP, Field Representative, Estate Planning, FINRA Series 7, FINRA Series 6, CFA, Investment Analysis, Self-Starter, Analytical, Independent, 403(b), IRA, charlotte, asset allocation, securities, personal finance, tax planning, Contact Center Representative, Compliance, Customer Service
Skills
Leadership , Microsoft Office, Problem Resolution, Sales/Marketing, Call Center Support, Investment Research and Analysis, Retirement Planning, Mutual Funds, Relationship Management, New Account Development, Business Development, Compliance, Plan Presentations, Operations Management, Shipping/Receiving, Retail Operations, Analytical , Life Insurance Sales, Annuities, Retail Sales, Detail-Oriented, Time Management, Self-Starter, Customer Service, Communication, CFP, Ability to work well with others, Work Independently, Negotiation, Time Management, Series 7, Series 6, Series 63
Information about Bank Of America
Company Rank: Not Available
Average length of employment : 1 year
Average salary of employees: $50,000
These are some of the questions we asked our climbers about their experiences with Bank Of America:
05| | ||
Were your performance expectations clearly communicated? | 0.0 |
|
Were you recognized for meeting or exceeding expectations? | 0.0 |
|
Did you feel like your personal contribution was important? | 0.0 |
|
Was your career path clearly outlined and discussed? | 0.0 |
03| | ||
I would recommend this as a place of employment. | 0.0 | |
I believe in the purpose of this organization. | 0.0 | |
I would work for this organization again. | 0.0 | |
I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Bank Of America had these interests:
Books | |
---|---|
Charlotte Business Journal | Local Business news |
Magazines | |
Sports Illustrated | Sports news |
Websites | |
Wall Street Journal Online http://www.wsjonline.com |
Market and World News/Personal Finance |