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Bank Of America Wealth Management Work Values
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Daily Duties at Bank Of America Wealth Management:
Focused on the goal of maximizing the cash management, credit, and investment portion of each client’s portfolio by providing priority service for the top 10% of Bank of America clients. Managed a portfolio consisting of 350 clients, with minimum of 100,000 or more in total banking relationship. Increased my client base from 125 clients to the 350 within four quarters, through successful internal and external acquisitions, and referrals from different channels within the bank. Acquired an average of 8 million dollars of assets each quarter, and successfully reached my quarterly goals in all three segments of my portfolio: banking, investments, and credit. Total managed relationship increased from 60 million to over 100 million, within the course of six quarters. Consulted with Banc of America Investment services, Inc., by working directly with a financial advisor, to outline one comprehensive investment planning to each client. Offered wide variety of mortgage solutions to each client’s borrowing needs. Worked directly with small business group and private banks to offer in depth solutions, superior advice and customized wealth management strategies
What they like about Bank Of America Wealth Management:
You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.
Tags
Consulting, Business Development, Sales and Marketing, account management, leadership, communication, project management, sales, financial advisor, marketing, investment, client relations, banking, Account Executive, Relationship Manager
Information about Bank Of America Wealth Management
Company Rank: Not Available
Average length of employment : 2 years
Average salary of employees: $0
These are some of the questions we asked our climbers about their experiences with Bank Of America Wealth Management:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| 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 Wealth Management had these interests:
| Books | |
|---|---|
The Wars of Afghanistan |
It is a book about the history of Afghanistan. Yes, this is part of my research for a documentary project. |
| Websites | |
| CNN International http://www.cnn.com |
Just to keep up with the world, and what is happening |
| BBC International http://www.bbc.com |
World perspective on news |
