Ronald J. Bolesworth
Relationship Banker @Bank of America
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WORK HISTORY
Relationship Banker @Bank of America
Great Neck, NY, US
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities• Assists, educates, and trains clients on conducting simple transactions through self-service technologies• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
EDUCATION
William Paterson University of New Jersey
MS in Finance & Financial Services
Montclair State University
Bachelor of Arts
SKILLS
ABOUT RONALD J. BOLESWORTH
As a Relationship Banker at Bank of America, our team empowers clients with personalized financial solutions, leveraging over five years of expertise in retirement benefits and financial services. With a focus on risk management and customer solutions, we navigate complex challenges to deliver exceptional service and drive client success. Previously at Merrill Lynch, contributions were centered on retirement benefits within financial services, building a strong foundation in payment processing and procedural compliance. Dedicated to supporting my clients\' financial goals, the role emphasized collaboration and precision to ensure seamless service delivery.
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