Sr Business Controls Specialist - Gcaoo Qc/qa Governance jobs at Bank Of America in United States, Fort Worth
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United States
State
Fort Worth
11 jobs found
10.06.2025
BOA
Bank Of America Sr Client Outreach Specialist United States, Texas, Fort Worth
Outreach to clients requesting and collecting KYC documentation. Serve as the key point of contact for Clients as well as Bankers, Operations, Risk and other internal functions. Ensure respective KYC...
Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs. Acquires, deepens,...
Addresses issues in production proactively and handles complex client escalations. Prioritizes and organizes work to increase effectiveness, efficiency, and productivity. Monitors and reviews documentation requirements. Resolves peer or customer escalations...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
Defines scope, sampling requirements, and minimum requirements/standards for the GCAOO QC/QA program. Executes governance routines that measure the adherence to the GCAOO QC/QA program requirements, including sampling adherence, root cause...
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...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
Outreach to clients requesting and collecting KYC documentation. Serve as the key point of contact for Clients as well as Bankers, Operations, Risk and other internal functions. Ensure respective KYC...
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