Teams at Bank of America

Provide client service support to one or more Financial Advisors, acting as primary client contact. Educate clients on banking and investment offerings, ensure accuracy and compliance of client materials, deepen client relationships, fulfill FA requests, and support day-to-day team operations including coverage during absences.

Provide client service support to Financial Advisors, act as primary client contact, deliver timely and accurate client materials, promote banking offerings, ensure compliance with policies, and support day-to-day team activities and coverage.

Assess and value leased equipment, establish residual and collateral values, support structuring of lease and loan transactions, perform appraisals and inspections, advise internal partners, support credit/negotiations and portfolio impairment testing, and manage vendor and market relationships to mitigate asset risk.