• Private Bank Associate - Investments

    Bank of America (Scottsdale, AZ)
    …maintenance (overdrafts, fraudulent activities, etc.), wire processing, business and credit card applications, foreign currency orders, credit and lending ** ... Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions** **Develop referrals for credit… more
    Bank of America (06/01/24)
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  • Private Bank Associate - Investments

    Bank of America (Portland, OR)
    …and maintenance (overdrafts, fraudulent activities, etc.), wire processing, business and credit card applications, foreign currency orders, credit and lending + ... in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions + Develop referrals for credit… more
    Bank of America (05/25/24)
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