4 wealth management specialist jobs found

Position Summary... What you'll do... Provides member service. Maintains the checkout area. Resolves member issues and concerns. Promotes Sam's Club products and services. Provides guidance and support to members regarding self-service technology. Processes member purchases. Assists with payments, returns, refunds, and exchanges according to company policies and procedures for different membership and payment types. Follows company safety standards, procedures, and guidelines, including conducting safety sweeps. Follows proper procedures for handling merchandise. Corrects and reports unsafe situations to facility management. Maintains entrance areas. Acknowledges members, verifies membership cards, and identifies member needs. Assists members with purchasing decisions. Locates merchandise. Resolves member...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary As a member of the Wealth Field Enablement organization, the Senior Development Consultant is responsible for working with Wealth Management leadership to identify employee skill gaps and development needs, create development strategies, build content and deliver to the field organizations. The Consultant will work in partnership with Enterprise Learning and Development, Key partners and channels, and third-party organizations to create training curriculum from scratch that will enable employees to meet their individual performance objectives and contribute to a growing Wealth Management business. Responsibilities Collaborate regularly with Wealth leaders to identify employee development needs, skill gaps and training needs within each job family. Develop a talent development strategy to close agreed upon skill gaps and further enable teams to meet sales and client relationship objectives. Own initiatives from...