Legal advisor on commercial mortgage loans supporting Lincoln’s Investments Legal Team. Providing legal expertise on transactions and collaborating with business teams on compliance and strategy.
About the role
- Investment Specialist Trainee at Bank of America providing phone-based financial services. Focused on deepening client relationships and earning financial certifications over training period.
Responsibilities
- Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications
- Focuses daily on service to sales with existing Merrill clients
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals
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 specialist and sales teams
- Is an effective communicator with an aptitude for sales and relationship management
- Has strong computer skills
- Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
- 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
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve
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