- Bank of America (Northbrook, IL)
- …delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory ... a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products… more
- HUB International (Downers Grove, IL)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... commission audits, updates, corrections, and reports, and respond to inquiries from sales staff around commissions and expenses. + Be a business process expert… more
- University of Iowa Community Credit Union (Addison, IL)
- …GreenState product and service, or referring them to the specialized department ( Wealth Management , Commercial, Mortgage, etc.) to be served. + Provides ... procedures concerning deposit and consumer loan regulations. + Performs successful outbound sales calling to existing and potential members and reviews loans and… more
- Bank of America (Chicago, IL)
- …and guidance related to the company's record-keeping, trust, custody, brokerage and wealth management services provided to retirement plans and retirement ... regulatory law changes affecting retirement plan governance, administration, and management + Provide day-to-day support to business personnel regarding operational… more
- Bank of America (Chicago, IL)
- …for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other ... business lines. * Participates in sales calls as needed, offering Estate Settlement expertise. *...to work in a fast-paced, multi-task environment with minimum supervision while demonstrating teamwork and delivering client satisfaction *… more