Finance Assistant responsible for processing invoices and maintaining billing data. Join a collaborative finance team in a hybrid working environment from Egham, Surrey.
About the role
- Financial Solutions Advisor at Bank of America, offering customized solutions to clients for achieving their financial goals. Responsibilities include triaging leads and recommending appropriate banking solutions.
Responsibilities
- Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
- Triaging client leads and making referrals to business partners based on client needs and asset thresholds
- Meeting with clients to review financial and investment goals and recommend products
- Applying and expanding knowledge by completing required licenses and trainings
- Provision of residential mortgage loans subject to SAFE Act registration requirements
Requirements
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to employees
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