Financial Specialist Career Research and Resources
Bank of America
In-depth knowledge and subject matter expertise of various types of fraud and risk and related issues, problems and challenges relevant in banking operations, e.g.: Identity Theft, Terrorist Financing, Deposit Account Fraud, Credit/Debit Card Fraud, Online fraud
Avg. Salary: $83,000 · Company Rank: 4.0 out of 5
Bank of America
providing top notch client service, and cross selling business deposit accounts along with SBA loan products
Avg. Salary: $83,000 · Company Rank: Not Available
Bank of America
Conducting and approving quarterly and yearly performance evaluations of associates, plus developing and monitoring individual quarterly development plans for all direct reports. Generating sales leads through community outreach activities and developing business partners, while building internal relationships. Directly working with customers to build relationships, undercover and satisfy their needs through the sale of f...
Avg. Salary: $83,000 · Company Rank: Not Available
Bank of America
6 month management training rotation to learn all facets of managing a retail bank branch. Reviewed performance evaluations of associates, plus developing and monitoring individual quarterly development plans for all direct reports. Generating sales leads through community outreach activities and developing business partners, while building internal relationships. Directly working with customers to build relationships, unde...
Avg. Salary: $83,000 · Company Rank: Not Available
Bank of America
responsible for generating business and deepening relationships by selling products and services to potential and existing customers. Providing high quality customer service.
Avg. Salary: $83,000 · Company Rank: Not Available
Mutual of New York
Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives. Selling life, health and investements including mutual funds and annuities.
Avg. Salary: $83,000 · Company Rank: Not Available
T2 Technalytics, Inc
Market analysis; strategy development and implementation; technical writer / editor.
Avg. Salary: $80,000 · Company Rank: Not Available
MetLife
Managed securities and fund portfolios on a discretionary basis for high net worth and corporate clientele; designed and implemented securities training and asset-gathering programs for MetLife Securities, Inc. (still in use, more than 6 years) and created and implemented asset management strategies for a producer group with $100 million in AUM.
Avg. Salary: $80,000 · Company Rank: Not Available
Cardinal Capital Associates
• Responsible for research and development on a wide range of projects dealing with the financial industry, as well as, organizational and team building scenarios. • Assisted the President of the company in full start to finish transitions for multiple individuals and teams with an outstanding 85% average retention of accounts. • Did onsite consulting work to upgrade, revise and reorganize back office operations for several...
Avg. Salary: $37,500 · Company Rank: Not Available
Subway Restaurant
• Responsible for ensuring the day to day operations of 10 restaurants within a 60 mile radius by managing, training and motivating the local manager of each store. • Did all hiring, firing and training of personnel in each of the 10 restaurants under my supervision • Invited to join the prestigious presidents club for being one of the top of the regional managers in the company • Developed strategic local marketing campa...
Avg. Salary: $37,500 · Company Rank: Not Available
