Junior Financial Analyst driving financial data transparency and supporting cost improvement activities. Engaging in monthly closures and supporting management decision - making through analytics.
About the role
- Financial Services Representative I providing exceptional client care at Bank of America. Responsible for educating clients on financial products and triaging requests in a phone-based environment.
Responsibilities
- Deliver exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
- Triages client requests and makes referrals to appropriate internal specialists
- Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
Requirements
- Must be a current Bank of America Year Up intern with good performance history
- Is client-focused with a passion for excellence and a positive team attitude
- Is self-motivated, goal-oriented, and has the ability to multitask in a fast-moving, performance-based environment
- Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialists and sales teams
- Is an effective communicator with an aptitude for sales and relationship management
- Has strong computer skills
- Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
- Is ambitious, disciplined, hardworking, resilient, and willing to learn
- Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to make a genuine impact and contribute to the sustainable growth of the business and the communities served
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Investment Banker contributing to generative AI tools for financial modeling and transaction analysis. Producing investment banking deliverables and working in a remote, project - based environment.
WF
Business Relationship Support Associate Manager overseeing client services team at Wells Fargo. Leading business relationship support while ensuring compliance and process improvements.
Manager leading a small team of collectors within a larger global AR organization. Driving portfolio performance, process execution, and team effectiveness with strong collections experience.
Investment Sales Specialist at BlackRock focusing on enhancing alternative product distribution through advisor relationships. Responsibilities include client education and leveraging internal resources for optimal client engagement.
Collaborating with licensed Financial Advisors to meet sales goals and complete licensing. Prepare for career as Financial Advisor with Hancock Whitney in Louisiana.
Personal Finance Advisor at Caisse Desjardins de Rouville managing client relationships and advising on financial strategies. Focus on member satisfaction and integrated financial solutions within the cooperative.
Finance Manager leading financial planning & analysis for Corporate Segment at Sun Life. Providing strategic insights and ensuring accurate forecasting for operational performance.
Financial Reporting Accountant responsible for maintaining financial records and reporting for Evernorth. Engaging in accounting tasks, reporting projects, and collaborating with management.
Financial Analysis Advisor at Cigna driving pharmacy pricing performance through analysis and contract management. Leading strategic initiatives and improving financial processes in a hybrid work environment.