Company Detail

Leasing Credit Sr Officer/Leasing Credit Officer II - Bank of America
Posted: Sep 25, 2024 04:32
Scottsdale, AZ

Job Description

Leasing Credit Sr Officer/Leasing Credit Officer II

Chicago, Illinois;New York, New York; Scottsdale, Arizona; San Francisco, California; Boston, Massachusetts; Providence, Rhode Island; Charlotte, North Carolina

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

Responsible for helping clients achieve their overall strategy through the innovative use of various funding alternatives; possess and share with the client and other members of the client team expert knowledge of business finance and the products and services associated therewith. Interact regularly with clients in an effort to proactively understand their goals, their current performance, and their needs.

The Leasing Credit Officer II uses this client knowledge to assess the appropriateness of existing solutions and to propose optimal financing alternatives or additional financing solutions. Directly accountable for managing credit quality and the approval process through their interaction with Risk Management Officers and Senior Management.

Responsibilities:

  • Evaluates new end-user credit opportunities including identification and assessment of risks and identifies mitigating factors

  • Partners with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client

  • Underwrites new transactions, analyzes credit risk, negotiates and closes deals, while adhering to internal policy, procedures and regulatory requirements

  • Structures the terms of a lease/loan with respect to the various aspects that make up a lease/loan (e.g. pricing, rates, payment, term, collateral)

  • Manages the credit process for a portfolio of clients including reviewing financial statements, assessing the client's compliance with financial covenants, confirming the accuracy of risk ratings, and recommending changes as warranted

Required Qualifications:

  • 7+ years experience in commercial banking related role for Leasing Credit Sr Officer, 5+ years experience in commercial banking related role for Leasing Credit Officer II

  • Must have proficientcredit and risk analysis skills

  • Must have strong presentation, structuring and financial statement analysis skills of complex transactions

  • Proficient Microsoft Office skills

Desired Qualifications:

  • Undergraduate degree in finance or accounting; MBA preferred

  • Proven ability to analyze, interpret and negotiate third party documentation

  • Proven ability to identify trends and emerging risks in underwriting and client selection

Skills:

  • Financial Analysis

  • Loan Structuring

  • Research Analysis

  • Risk Management

  • Underwriting

  • Account Management

  • Credit Documentation Requirements

  • Credit and Risk Assessment

  • Decision Making

  • Issue Management

  • Analytical Thinking

  • Coaching

  • Collaboration

  • Critical Thinking

  • Customer and Client Focus

  • Problem Solving

  • Organized, Multi-task

  • Teamwork

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100), US - RI - Providence - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$81,900.00 - $200,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Merrill Team Financial Advisor - Bank of America
Posted: Sep 25, 2024 04:32
Scottsdale, AZ

Job Description

Merrill Team Financial Advisor

Salem, Oregon;Scottsdale, Arizona

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Merrill Team Financial Advisor Business Development Program

The Merrill Wealth Management Team Financial Advisor (TFA) engages in:

  • Developing a book of business in order to meet and exceed the required performance hurdles

  • Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs

  • Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences

  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan

  • Planning and managing resources (time, people, budget) to run a productive practice

  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client

  • Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisoryattention/review/approvalas per compliance guidelines and policies

  • Completing mandated training, assessments, performance goals and continuing education requirements

The TFA engages in all of the above activities with the support and mentorship of a Financial Advisor Team.

The Team Financial Advisor receives:

  • The strength and name recognition of Merrill and Bank of America.

  • World class training throughout their career with Merrill Wealth Management

  • State of the art software programs to assist in your success

  • Access to a full array of investment and banking products for your clients

  • Coaches or mentors located within your office to work with you towards your success

Ideal candidates:

The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals. Financial acumen gained through work experience is ideal.

Essential Duties and Responsibilities:

  • Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles.

  • Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).

  • Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course.

  • Development Assessment: A TFA must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.

  • Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program.

Required Qualifications

  • Proven ability to engage with and influence others

  • Exceptional interpersonal and relationship building skills

  • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility

  • Proven ability to assess needs of clients and recommend appropriatesolutions/interventions

  • Proven ability to work collaboratively on a team and with key partners

  • Proven ability to listen and probe for clarity and understanding

  • Goal and results oriented

  • Ability to source clients through prospecting and networking

  • Ability to work in an environment where the majority of your compensation is tied to your performance

  • Strong follow-through skills

  • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Desired Qualifications

  • At minimum a Bachelor's Degree

  • Demonstrated track record of success

  • Proficiency in using Sales Force / Client Relationship Manager Tool

  • Strong understanding of the Financial Advisor role

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

SAG Portfolio Officer - Bank of America
Posted: Sep 25, 2024 04:32
Charlotte, NC

Job Description

SAG Portfolio Officer

Providence, Rhode Island;Charlotte, North Carolina; Boston, Massachusetts; East Hartford, Connecticut

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

Must have 2-5 years workout/commercial loan experience. Educational and other accomplishments that are indicative of a highly motivated individual with strong advancement potential. Reports to a Special Assets Manager or a Senior Portfolio Officer. Spends majority of time assisting in the management of more complex relationships, with specific emphasis on financial analysis, credit action and asset quality report preparation, and documentation review. May also manage a portfolio.

Skills:

  • Adaptability

  • Collection Management

  • Critical Thinking

  • Problem Solving

  • Risk Management

  • Credit and Risk Assessment

  • Decision Making

  • Financial Analysis

  • Legal Structures and Legal Forms

  • Underwriting

  • Client Management

  • Loan Structuring

  • Negotiation

  • Oral Communications

  • Written Communications

The Special Asset Group manages the high risk/criticized or distressed commercial loan portfolio for Bank of America. The SAG Portfolio Officer directly manages a portfolio of assigned relationships in the Business Banking portfolio and has primary responsibility to develop, negotiate and implement strategies designed to balance the bank's internal risk/return requirements by minimizing potential losses as well as supporting client needs. This position is primarily focused on small to medium sized, moderately complex relationships.

Depending on the severity of the client's financial distress, the SAG Portfolio Officer will either directly manage the relationship or work collaboratively with the originating line of business to develop and implement appropriate strategies. If managed directly, the SAG Portfolio Officer is the primary customer contact serving as both relationship officer and Credit Products Officer

The SAG Portfolio Officer:

- Develop and implement appropriate strategies to maximize recovery in distressed credits.

- Rehabilitate credits (when appropriate) and return to originating line of business.

- Pursue and oversee adversarial collection actions including litigation, foreclosure, Bankruptcy/363 sale, or Receivership.

- Negotiate and document amendments (subject to internal SAG approval)

- Conduct periodic portfolio reviews to ensure compliance with BAC and regulatory reporting requirements and internal risk ratings

- Develop relationships across lines of business within Bank of America.

- Develop a deeper understanding of loan structuring, bankruptcy law and workout strategies

Required Skills:

  • Minimum of 2 years of experience with workout/commercial loans

  • Financial Accounting

  • Minimum of 2 years experience with client/customer interaction with negotiation component

  • Loan Agreement Structuring experience (legal documentation)

  • Strong Communications Skills (written and oral)

  • Adapts well to dynamic environment

*Position to be filled at one of the locations listed on this posting.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CT - East Hartford - 101 E River Dr - One Riverview Square (CT2550), US - RI - Providence - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$93,400.00 - $113,800.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Sanctions Risk Specialist - Global Economic Sanctions - Bank of America
Posted: Sep 25, 2024 04:32
Charlotte, NC

Job Description

Sanctions Risk Specialist - Global Economic Sanctions

Jacksonville, Florida;Charlotte, North Carolina; Chicago, Illinois; Newark, Delaware

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description

Global Economic Sanctions (-GES-) is responsible for dedicated compliance and operational risk management of processes unique to economic sanctions. The Sanctions Risk Specialist is a function within GES that is responsible for the identification, aggregation, reporting, and escalation of sanctions related risks. The Sanctions Risk Specialist is responsible for the execution of risk management responsibilities in areas such as sanctions advisory, issues management, and monitoring and testing from a sanctions compliance and risk perspective. This role is an individual contributor in the Sanctions Risk Management function.

The Sanctions Risk Specialist may engage in the following processes to evaluate and assess FLU/CF controls, sanctions-specific second line functions and controls, and residual risks related to economic sanctions:

  • Deep understanding of economic sanctions regulations and laws (OFAC, UN, EU, UK etc.), internal sanctions screening processes, and the ability to apply that knowledge for risk analysis, monitoring and testing, and sanctions list management

  • Provide oversight of Front Line Units with matters involving economic sanctions concerns

  • Ability to have discussions and communicate with senior band 3 executives, respond to auditors and regulators, prepare presentations to regional and global rep risk committees, prepare and conduct sanctions-related training for Front Line Units, and conduct risk analysis and research on economic sanctions matters

  • Experience in or ability to identify, draft, own, and resolve to completion audit issues

  • Serve as the Risk Officer aligned to FLU-owned issues with economic sanctions impact. This includes ensuring timely and effective resolution of action steps, as well as Global Economic Sanctions review and challenge of action step remediation and evidence.

  • Regularly execute and oversee business control functions, including as associated with metrics and governance routines, for effective sanctions program functioning.

  • Maintenance and oversight of a comprehensive inventory of all FLU-owned issues with economic sanctions impact. Note, there will be several dozen at any given time.

  • Serve as the main point of contact between the FLUs and the Global Financial Crimes Program Team from a Global Economic Sanctions perspective, with particular responsibility to ensure alignment and data sharing related to program execution (e.g. on metrics, QA, SPI, SOPs, Standards, Risk Tolerance & KRI/KPI reporting).

  • Ensure necessary oversight, coordination and proactive management of issues within Global Economic Sanctions, across Global Financial Crimes, and with FLUs and other partners.

Required qualifications:

  • Minimum 5 years of business and/or functional experience in financial services industry, risk management, financial crimes, testing, or experience in a related field

  • Minimum 1 year experience in economic sanctions

  • Bachelor's degree or equivalent experience

Desired qualifications:

  • Preferred candidates with experience in managing sanctions program issues and metrics

  • Preferred candidates with understanding of business, markets, and products

  • Ability to handle multiple compliance projects in a dynamic environment with competing priorities across a global team setting

  • Excellent business stakeholder management and communication skills

  • Financial Services and/or related government entity

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Sanctions Risk Specialist - Global Economic Sanctions - Bank of America
Posted: Sep 25, 2024 04:32
Chicago, IL

Job Description

Sanctions Risk Specialist - Global Economic Sanctions

Jacksonville, Florida;Charlotte, North Carolina; Chicago, Illinois; Newark, Delaware

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description

Global Economic Sanctions (-GES-) is responsible for dedicated compliance and operational risk management of processes unique to economic sanctions. The Sanctions Risk Specialist is a function within GES that is responsible for the identification, aggregation, reporting, and escalation of sanctions related risks. The Sanctions Risk Specialist is responsible for the execution of risk management responsibilities in areas such as sanctions advisory, issues management, and monitoring and testing from a sanctions compliance and risk perspective. This role is an individual contributor in the Sanctions Risk Management function.

The Sanctions Risk Specialist may engage in the following processes to evaluate and assess FLU/CF controls, sanctions-specific second line functions and controls, and residual risks related to economic sanctions:

  • Deep understanding of economic sanctions regulations and laws (OFAC, UN, EU, UK etc.), internal sanctions screening processes, and the ability to apply that knowledge for risk analysis, monitoring and testing, and sanctions list management

  • Provide oversight of Front Line Units with matters involving economic sanctions concerns

  • Ability to have discussions and communicate with senior band 3 executives, respond to auditors and regulators, prepare presentations to regional and global rep risk committees, prepare and conduct sanctions-related training for Front Line Units, and conduct risk analysis and research on economic sanctions matters

  • Experience in or ability to identify, draft, own, and resolve to completion audit issues

  • Serve as the Risk Officer aligned to FLU-owned issues with economic sanctions impact. This includes ensuring timely and effective resolution of action steps, as well as Global Economic Sanctions review and challenge of action step remediation and evidence.

  • Regularly execute and oversee business control functions, including as associated with metrics and governance routines, for effective sanctions program functioning.

  • Maintenance and oversight of a comprehensive inventory of all FLU-owned issues with economic sanctions impact. Note, there will be several dozen at any given time.

  • Serve as the main point of contact between the FLUs and the Global Financial Crimes Program Team from a Global Economic Sanctions perspective, with particular responsibility to ensure alignment and data sharing related to program execution (e.g. on metrics, QA, SPI, SOPs, Standards, Risk Tolerance & KRI/KPI reporting).

  • Ensure necessary oversight, coordination and proactive management of issues within Global Economic Sanctions, across Global Financial Crimes, and with FLUs and other partners.

Required qualifications:

  • Minimum 5 years of business and/or functional experience in financial services industry, risk management, financial crimes, testing, or experience in a related field

  • Minimum 1 year experience in economic sanctions

  • Bachelor's degree or equivalent experience

Desired qualifications:

  • Preferred candidates with experience in managing sanctions program issues and metrics

  • Preferred candidates with understanding of business, markets, and products

  • Ability to handle multiple compliance projects in a dynamic environment with competing priorities across a global team setting

  • Excellent business stakeholder management and communication skills

  • Financial Services and/or related government entity

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Enterprise Access Data Network Engineer- Implementation - Bank of America
Posted: Sep 25, 2024 04:32
Charlotte, NC

Job Description

Enterprise Access Data Network Engineer- Implementation

Richmond, Virginia;Charlotte, North Carolina

Job Description:

About us:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for infrastructure tool/service designs within technical domains in accordance with architectural governance, standards and policies. Key responsibilities include facilitating deployment of tools/services by leading others in solution development, maintenance of templates, playbooks and automation used during implementation. Job expectations include demonstrating expertise within technical domains, decomposing issues or objectives into work units, advancing efficient solution delivery practices, and promoting exceptional design, engineering and organizational practices.

Overview:

The role of the Data Network Implementation Engineer is to provide technical implementation services to support the evolution and ongoing support of the IP Network in response to projects (all types), upgrades, service, and feature enhancements and forremediation/break-fixservices. The work is always in alignment to the current and approved architectural, roadmaps, technology standards and templates, governance and change management policies set forth by the firm. While the role primarily has an implementation and validation engineering focus, a strong understanding of design engineering concepts is required.

The technology areas of focus for the role includes Data Center and end user networks, public and private Network Transport and Optical systems and emerging technologies (Switched-Ethernet, LTE, etc.), Corporate/Branch and Building Networking including Wireless. Knowledge in related technology areas such as Voice and Voice over IP (VoIP) solutions is a plus. Network Appliance, Video and Unified Communications knowledge are important.

This role also provides senior networking technical support to Network Operations and partners with the Design and Architecture Engineering teams. An understanding of the role of Operations; troubleshooting practices and the use of proactive and reactive tools is important to the Data Network Implementation Engineer's role. They must be mindful of how their role impacts the firm's business and reputation. Concepts such as driving value, always delivering quality and understanding how their work impacts service resiliency (C&R) are important. Understanding risk and having strong decision-making skills on assessing risk to the production network is essential to the success of the Network Implementation Engineer.

This role is part of a global solutions and service delivery organization. This position will interface with several collaborators; internal and externalcustomers/suppliers/providers;architecture, product engineering, product management, finance and business management and operations teams. At times, they may interface with various levels of senior management. Strong written, verbal and presentation skills are a must. The candidate must be able to work on their own and successfully in team settings in various sizes and locations. Adherence and use of standards, product sets, templates, systems, and artifacts are important to the success of the engineer, the department, and the firm at large.

Key Responsibilities:

  • Candidate must understand how designs turn into Implementation; Implementations that are based upon standards and predefined strategies

  • Works with Design and Architecture Engineering in a -knowledge sharing- capacity in support of the team's adoption and successful delivery of technology (new), systems or process changes

  • Plays a strong role in project delivery lifecycle management. Partners with the design Engineering team to create detailed implementation plans for all design, test and Accept criteria, Back-Out and validation plans and procedures. Adheres to project close-out practices such as asset tracking, inventories, chargeback, documentation and the related systems, tools, and process updates

  • The Implementation Engineer stands between the project manager, design engineer and operations. They support initiatives as they transition between design, implementation, and operations. They are active in all phases as an SME to support, solve program and facilitates decision making. The goal is to help the orderly and timely execution of projects and initiatives in an optimal, strategic, and low risk way

  • Role performs Q/A function prior to every implementation project. Reviews a design and understands how it is based upon standards and how it matches to the -commission- details (installation, turn-up). Any questions must be review with the Design Engineer

  • Technical areas of focus include but are not limited to Core WAN/MAN Technologies - MPLS-E, MetroE, Leased Line, Broadband, Direct Internet Access, Dark Fiber, DWDM, Carrier Circuits, Tunneling protocols - SSL/TLS, IPDESC, GRE, DMVPN, MACSEC, Routing, Switching, Firewalls, Load Balancers, LAN, TCP/IP, DNS, UDP, Latency, NAC, QoS, CAC, EIGRP, BGP, ISIS, OSPF, Multicast, NHRP, ATM, PPP, IPv4, IPv6, MPLS, ACL, VNP, Building Wireless/Wi-Fi solutions (802.xx) and carrier -in-building wireless services (DAS) etc. Knowledge of Cable Systems a plus

Required Qualifications:

  • 10+ years' experience required in Data Networking-related disciplines in design, operate and implementation services

  • Design, Implementation, Support SD-WAN is required, preferred if on Palo Alto Cloudgenix

  • Design, Implementation, Support SD-ACCESS is required, preferred if on Cisco DNA Center

  • Design, Implementation, Support Wireless is required, preferred if on HPE Aruba

  • Experience with CISCO NSO and general experience in Network Automation tools and processes

  • Strong skills in Scripting required; Python, Ansible, Perl, PowerShell

  • Strong Automation Skills - Expect, Rancid, REST/SOAP

  • Software development experience, should think like a software developer

  • Strong knowledge of Network Security

  • Must adhere to global network design authority processes and procedures

  • Must demonstrate good computer skills and the use of various applications such as MS Office, MS Visio

  • Ability to recognize opportunities for automation and process improvements

  • Ability to assemble professional documents and artifacts

  • Extensive knowledge and experience using (both reactively and productive) advanced tooling, includes but is not limited to Sniffer/wire Shark, Prognosis, Scripting, SolarWinds, HP NA/OpsWare/OpenView, etc

  • Application experience with an innovation -mind-set- and how it impacts how engineering work gets done

  • Voice/VoIP/UC and Video knowledge (understanding of VoIP/UC systems (i.e., Cisco CUCM, AVAYA Communications Manager, Microsoft LYNC and Skype for Business, etc.)

Desired Qualifications:

  • Leadership: Self-starter, self-directed and shows initiative

  • Coding and application design experience

  • Wireless LAN: Aruba

  • Crisis Management experience

  • Experience working in an Agile environment

  • Focused on execution, delivery, and commitment to dates

  • Can tie strategy and actions to business impact and results

  • Demonstrates ownership: Is accountable and can hold others accountable (professionally)

  • Industry Certifications in CCDP, CCNA, CCNP, and CCIE

  • Associated certifications JUNOS/JNCP, Cisco CCVP, and CCIP-Voice

Skills:

  • Analytical Thinking

  • Application Development

  • Production Support

  • Risk Management

  • Solution Design

  • Automation

  • Business Acumen

  • DevOps Practices

  • Solution Delivery Process

  • Stakeholder Management

  • Adaptability

  • Architecture

  • Innovative Thinking

  • Project Management

  • Technical Strategy Development

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Infrastructure Design Architect - Bank of America
Posted: Sep 25, 2024 04:32
Charlotte, NC

Job Description

Infrastructure Design Architect

Plano, Texas;Charlotte, North Carolina; Jacksonville, Florida

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Position Summary:

Architect supporting Global BankingApplication Solutioning & Engineering.The individual in this role is responsible for defining theinfrastructureengineering approach within an end-to-end technology stack. This role will align to a technical domain but acts as contributor to multiple cross functional teams. This role will be engaged in development and production environments to identify and improve performance/capacity issues within and across technology stacks on an end-to-end basis. Key responsibilities of this role include creating and ensuring system design technology solutions comply with enterprise system design and engineering standards. This individual will provide and contribute to improvements in solution design, testing and delivery practices.

Job Description:

This job is responsible for defining an architectural vision and solution aligned to the enterprise architecture strategy, technology, and platform choices. Key responsibilities include describing the solution intent/associated operating environment, evaluating system impacts, determining the primary systems/sub-systems and their interfaces, and assisting with end-to-end solution design. Job expectations include defining non-functional requirements/architectural runway to support new epics/features and ensuring solutions are fit for purpose by working with stakeholders and service providers.

Responsibilities:

  • Consults with the business and operations to identify and understand challenges and opportunities to improve the use and effectiveness of technology, find creative solutions through knowledge of the domain, practical experiments, and Proof of Concepts, and aligns the solution intent and architectural vision to an evolving backlog of technology change

  • Works with product management and other stakeholders to plan and prioritize technology focused backlog items for the architecture runway to enable business epics/features

  • Performs design and code reviews to ensure all non-functional requirements for a solution are sufficiently met (for example, security, performance, maintainability, scalability, usability, and reliability)

  • Leads rapid shaping of a high level architecture with details filled in with emerging business requirements and ensures architecture is flexible, modular, and designed to adapt easily

  • Educates team members on the technology practices, standardization strategies, and best practices to create innovative solutions

  • Clarifies the architecture and assists with system design for the development teams to support implementation and provides solution options to resolve any architectural impediments

  • Utilizes the defined best practices, templates, and documentation to create architectural designs and suggests improvements to best practices and templates

Required Qualifications:

  • Proficiency in understanding concepts and technologies in DevOps, IT operations, security, cloud, microservices, containers, distributed systems, and scheduling platforms

  • Proficiency and/or knowledge of HashiCorp tools

  • Proficiency and/or knowledge of Kerberos, Active Directory

  • Proficiency and/or knowledge of coding against Rest API, JSON etc..,

  • Proficiency and/or knowledge with middleware such as WebSphere, WebLogic, Apache etc..,

  • Experience with implementing software products or solutions to large and dynamic enterprise companies

Ability to code in at least two of the following languages :

  • C#, .Net Framework/ Core

  • Java

  • PowerShell/ Unix Shell

Desired Qualifications:

  • Low latency Tuning

  • Open/Onload

  • Prior experience with Bank of America a plus

Skills:

  • Analytical Thinking

  • Architecture

  • Result Orientation

  • Solution Design

  • Technical Strategy Development

  • Application Development

  • Collaboration

  • Data Management

  • DevOps Practices

  • Risk Management

  • Agile Practices

  • Automation

  • Influence

  • Solution Delivery Process

  • Test Engineering

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Supply Chain Administrator - Bank of America
Posted: Sep 25, 2024 04:32
Charlotte, NC

Job Description

Supply Chain Administrator

Pennington, New Jersey;Charlotte, North Carolina; Richmond, Virginia; Plano, Texas

Job Description:

About us:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for leading cross functional teams to manage infrastructure delivery, including initiatives within Application Production Services and Engineering. Key responsibilities include serving as a point of contact for application teams and working with Technology stakeholders, Service Providers, and the business to deliver the Infrastructure Portfolio. Job expectations may include oversight and management of programs, coordinating activities across functional teams, remediating or escalating issues, and ensuring funding levels are maintained for key technology strategies.

Overview:

The Supply Chain Administrator is an SME providing strategic and tactical oversight and escalation support for Release Managers and Engineers.Devise process, routine and methodology adjustments to a just-in-time procurement and warehouse structure that is administered by a third-party partner.Facilitates special circumstance actions and issues between the bank and its third-part supply chain partners. Inventory function encompasses the administration and facilitation of used/residual hardware inventory from bank location exits & decommissions. Escalation functions includes but is not limited to mitigating bankside or vendor related issue around OEM errors, supply chain issues, inventory adjustments to conditions, etc. Maintains procedural content for procurement practices and routines including quote, purchase, callout, staging services, delivery and disposal routines and asset inventory reconciliation.

This role requires a complete understanding of large scale, third-party procurement, warehouse, and distribution services. Applied experience with quote, requisition, approval and purchasing rigor for technology in a highly regulated industry. Applied experience in aligning warehouse routines and inventory management methodologies and systems. Familiarity with chain of custody, inventory in/out and device disposal risks and practices. Familiarity with Network Release Management, Enterprise Change Management, and Service Management. Concepts such as driving value, always delivering quality, keeping commitments, being on-time and under-budget, effective and detailed communications and understanding how the Network impacts how the firm competes in the marketplace are important.

The Supply Chain Administrator works closely with Functional leads, Release Managers, Deployment Engineers and Release and other Network Deployment SMEs as well as third-party partners. Must abide by Enterprise Change Management and Network Change Management policies and procedures. In addition to maintenance of process, workflow documentation and standards, the administratorprovides strategic direction,devises function methods, improvements, initiatives, and outputs. Assures the timely delivery of team-level status reports, forecasts, and results in accordance with documented procedures.

Requires strong analytical, organizational, process and workflow expertise, verbal, and presentation skills. The candidate must be able to work on their own, successfully deliver -best in class- function that sustains and advances an established Network Delivery function. Expected to perform consistently, at a high level in complex, highly controlled and regulated environment.

The Delivery Support, Content and Collaboration team provides a range of services supporting the Global Network Services Release and Deployment Management team. The Delivery Support group provides delivery forecasts, readiness review and report routines, vendor engagement support in the areas of procurement, warehouse and field services.

The Supply Chain & Warehouse Function provides procurement and inventory support services to the Network Release Management and Deployment Engineering functions.Maintains and continuously optimizes the just-in-time procurement and warehouse services that support corporate network deployments in a highly regulated and controlled environment.Monitors in-flight order flow to ensure fulfillment is completed as specified. The bank also maintains third-party partnerships for warehouse, services including new and re-deployable inventory as well as decommission and disposal of network assets.

Responsibilities:

  • Oversees infrastructure delivery (scope, milestones, and capability) of the book of work and executes and monitors the progress of initiatives/projects to address roadblocks and issues proactively, including infrastructure impacted book of work and Technology Infrastructure (TI) strategic efforts

  • Acts as a single point of contact for all technology stakeholder needs including network, storage, server, and TI supporting software and serves as a point of escalation for issues and defining plans to resolve and communicate those problems requiring further attention

  • Reports on key metrics, prioritizes the work across the portfolio, and monitors the overall health of the portfolio

  • Manages trusted relationships with the business and technology leaders and prepares a detailed portfolio level plan to agree on deliverables, including service levels and milestones

  • Manages yearly and monthly initiative funding budget and allocations, providing financial transparency for Technology Cost of Application (TCOA) chargebacks, capital forecasting, initiative finances, and stale application volumes

  • Communicates Core Technology Infrastructure (CTI) strategies, services, and products to technology stakeholders, advocates for top priorities within CTI, and influences change effectively through strong partnerships

  • Leads fellowship Communities of Practice (CPO) in the organization and across other delivery teams

  • Assist in managing supplier relationships providing strategic direction, devising, and establishing processes for Procurement and Warehouse Inventory Management functions

  • Serve as liaisonbetween the bank and 3rd Party partnersequipment suppliers working to solve asset-related issues

  • Maintain efficient warehouse and inventory practice, avoid new spend where existing/available inventory can be deployed

  • Oversee and report on 3rd Party partners procurement activities,providing data and insights

  • Establish and maintain Supply Chain Process, Controls & Documentation

  • Maintain Process, Controls & Documentation for the Vendor Engagement Function

  • Maintain history of events, status and reporting for the Vendor Engagement Function

  • Oversee all stages of equipment lifecycle form receiving through recovery & replacement, retirement, and disposal

  • Alignment of supplier routine and inventory methodologies

Required Qualifications:

  • Minimum of 5 years' experience required in a Technology Services role involved in the delivery of technology services (network services preferred)

  • Understanding of industry methodologies and practices, process, documentation, metrics, and reporting

  • Familiarity with IT Service Delivery, Change Management, Controls and Regulations in the Financial Services Industry

  • Must have strong administration, facilitation, and organization skills

  • Ability to be flexible; prioritize workload, proactively react to issues, and consistently react to shifting deadlines

  • Applied experience with 3rd Party Procurement, Warehousing, Staging, delivery & Field Services

  • Thorough understanding of Quote Methods and Equipment Specification

  • Purchase Order Requirements & Routine Experience

  • Order Processing Experience

  • Order Fulfillment Experience

  • Equipment Staging Experience

  • Field Services Experience

  • Shipping & Receiving Experience

  • Asset Management Experience, CMDB conventions and practices

  • Supply Chain SME supporting RDM resources quoting, purchasing, warehouse, call-out, staging, delivery, etc

  • In depth understanding of monitoring and reporting of aged/un-deployed inventory

  • Devise and implement process improvements/optimization between bank and vendor

  • Ability to recognize and effectively document Bank and Vendor procedural changes & updates

  • Identify & Support resolution of vendor and bank side errors impacting delivery.

  • Process Control Manual (Playbook/Runbook) for Functional Area Activities & Procedures

  • History, Status, Metrics & Reporting for RDM Vendor Engagement Area

  • In depth knowledge around documentation techniques to producing and editing complex documents and process flows

  • Extensive Knowledge and applied experience with process tools, concepts, and conventions

Desired Qualifications:

  • Bachelor's degree in a relative technical field; resource management, data & metrics

  • Aligned Industry Certifications are preferred, technical certifications

  • Technology Infrastructure Deployment experience

  • Self-starter, self-directed and shows initiative

  • Focused on execution, delivery, and commitment to dates

  • Ability to work in a high paced environment

  • Understand and manage risk; contemplate impacts from risk, a good decision maker

  • Understands broader organizational goals and principles; can relate to the firm's strategy/actions and how they drive our business results

  • Strong analytical, written, and verbal communications skills

  • Ability to communicate and influence upward as well as laterally

  • Organized and detail oriented

  • Ability to partner with others to ensure positive outcomes

Skills:

  • Collaboration

  • Influence

  • Project Management

  • Result Orientation

  • Stakeholder Management

  • Analytical Thinking

  • Business Acumen

  • Financial Management

  • Innovative Thinking

  • Risk Management

  • Adaptability

  • DevOps Practices

  • Solution Delivery Process

  • Solution Design

  • Technical Strategy Development

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Business Support Manager II - Bank of America
Posted: Sep 25, 2024 04:32
Charlotte, NC

Job Description

Business Support Manager II

Providence, Rhode Island;Charlotte, North Carolina

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.

Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities.

  • Provides executive business support including governance and management routines, communications, reporting, ad-hoc analysis, and presentations for Senior Leaders

  • Serves as the point person for coordination of special projects including All Hands Meetings, Recognition Programs, etc

  • Coordinates and drives effective management routines, overseeing the preparation of relevant materials and talking points (e.g., Monthly Business Review, All Hands Meetings, Skip Level routines, etc.)

  • Creates key reporting materials and owns the data collection process

  • Reviews and coordinates responses for regulatory management requests

  • Analyzes and provides operational reporting

  • Identifies and collaborates on project development and efficiency opportunities

  • Provides guidance and process planning support on employee engagement and recognition programs and routines

SKILLS

  • 5 or more years of experience in business support and risk management in a complex organization supporting senior leaders.

  • Strong analytical, risk management and organizational skills with a focus on attention to detail

  • Ability to think strategically across the organization to identify opportunities to improve overall performance efficiency.

  • Ability to decompose complex issues and drive timely decisions, knowing when to engage others for additional input, and when to act independently.

  • Excellent written / verbal communication skills and executive presence

  • Advanced/Expert MS Office skills, especially Excel and PowerPoint

  • Extremely organized/excellent time management skills with ability to manage and prioritize competing priorities.

  • Proven ability to develop executive ready communications and presentations that synthesize data and tell the story.

  • Ability to develop comprehensive plans around key organizational priorities and ensure all accountable parties understand respective roles/responsibilities and are held accountable.

  • Organization, attention to detail and ability to handle sensitive business information is absolutely critical.

REQUIRED QUALIFICATIONS

  • 3+ years of Executive reporting and messaging

  • 5+ years of project management

  • Strong interpersonal, leadership, and communication (both written and oral) skills

  • Strong strategic and process thinking abilities; takes a broad perspective and makes connections

  • Critical thinker, high energy and intellectual curiosity

  • Proactively looks for opportunities, solutions and process improvements, manages projects, including contracting, milestones and task management, resources, risks/dependencies

  • Able to lead change and integrate work in a fast-paced, highly matrixed environment, establish priorities and achieve results

DESIRED QUALIFICATIONS

  • Prior experience handling multiple facets of an end-to-end business: financial management, project management, governance, operations and technology management, and executive routine coordination.

  • Strong analytical skills, with an investigative mindset and ability to use data to enhance efficiency and develop reporting to drive business insights.

  • Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational lines/levels.

  • Excellent written and verbal communication skills, collaboration and influencing skills.

  • Prior experience managing multiple projects and adjusting to changing deadlines.

  • Strong presentation skills and the ability to present key messages, effective recommendations, and information in a clear, concise, insightful, and influential way.

  • Self-starter, high energy, and detail oriented; ability to work with minimal supervision.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - RI - Providence - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$117,000.00 - $188,700.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Senior Audit Manager - Fair Lending - Bank of America
Posted: Sep 25, 2024 04:32
Charlotte, NC

Job Description

Senior Audit Manager - Fair Lending

Providence, Rhode Island;Charlotte, North Carolina; Dallas, Texas; Boston, Massachusetts; Wilmington, Delaware

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for auditing Lines of Business (LOBs) ranging in scale and scope. Key responsibilities include developing audit plans, assessing issues for impact, assigning severity ratings, producing audit reports, and managing business partner relationships. Job expectations may include evaluating the control environment, fostering an inclusive work environment, and managing development of personnel.

Responsibilities:

  • Audits Lines of Business (LOBs) ranging in scale and scope and produces audit reports in a timely manner that summarize results of an audit to management

  • Develops an audit plan, assesses risks, and provides appropriate coverage for current and/or emerging risks

  • Leverages a risk mindset to proactively identify risks, analyze themes, and continually evaluate areas of priority against the company's risk profile and control environment

  • Supports Corporate Audit's mission, goals, and strategies, and drives operational effectiveness while demonstrating a strategic mindset and leading and supporting change

  • Leads the design and promotes the use of innovative tools and technological elements to drive continuous coverage of company risks

  • Maintains business partner relationships for areas assigned and challenges business management to adopt appropriate policies, procedures, and effective controls designed to mitigate risks

  • Manages team performance by training, mentoring, defining development plans for team

  • Subject matter expertise of fair lending related risks and a solid business understanding of application of these risks within a large financial institution

  • Responsible for audit coverage of areas and activities covering fair lending risks applicable across the enterprise

  • Stays abreast of regulatory developments, emerging risks, and report/instruction changes; contributes to calibration of the plan

REQUIRED QUALIFICATIONS

  • Greater than 10 years experience in a related role

  • BA/BS or equivalent experience.

  • Specific subject matter expertise in fair lending and the financial services industry.

  • Sound organizational, analytical, oral, and written communication skills including ability to effectively write reports, present to management and various regulators.

  • Proven track record of executing multiple projects concurrently and delivering high quality work to meet tight deadlines.

  • Ability to lead, coach, and mentor junior team members and influence their careers.

  • Ability to build a strong rapport with line of business management and provide impact without impairing independence.

  • Strong interpersonal skills

DESIRED QUALIFICATIONS

  • Professional Compliance or Audit Certification desired (e.g. CRCM (Certified Regulatory Compliance Manager), CIA (Certified Internal Auditor)

Skills:

  • Audit Planning

  • Coaching

  • Internal Audit Review

  • Issue Management

  • Risk Management

  • Business Acumen

  • Critical Thinking

  • Project Management

  • Relationship Building

  • Written Communications

  • Regulatory Relations

  • Talent Development

  • Technical Documentation

  • Workforce Diversity Management

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - RI - Providence - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$141,100.00 - $199,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Solution Engineer-AWS - Bank of America
Posted: Sep 25, 2024 04:32
Charlotte, NC

Job Description

Solution Engineer-AWS

Jersey City, New Jersey;Charlotte, North Carolina; Pennington, New Jersey

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Position Summary:

AWS Cloud Engineer will be responsible for designing, deploying and maintaining RDS and Aurora PostgreSQL, DynamoDB Products into clusters in Linux operating systems.

The Cloud Engineer must have advanced knowledge of Unix systems and shell scripting.

  • Experience and knowledge of some of NoSQL databases such as (Cassandra, Memsql, CockroachDB, Redis e etc.) is needed.

  • Cloud Engineer should be implementing, managing, and monitoring company's cloud environments and solutions.

  • Experience in designing, analyzing and troubleshooting large scale distributed systems and good understanding of multi-vendor Cloud offerings.

  • Experience in cloud-native network, storage, and virtualization technologies Experience in DevOps and GitOps models with IaaS, Config-as-Code, Policy-as-Code and CI/CD tools - bit bucket, jfrog, Jenkins, Artifactory, Ansible

  • Experience with modern performance monitoring and diagnostics tools (examples: Splunk, Splunk ITSI, AppD, Dynatrace, SolarWinds, etc.)

  • Understand relevant application technologies and development life cycles. - Operational Process & Routines: Strong adherence to operating controls, risk management, process review and creation, documentation and collaborative knowledge sharing.

  • Inter-personal skills and Communication skills.

  • Ability to use qualitative and quantitative analytical skills to assess the effectiveness of the operations, manage competing priorities and adapt to change in project scope.

  • Proven ability to work independently with minimal supervision and as part of a team with direct response.

Responsibilities:

  • Responsible for providing day-to-day administration support and maintenance for existing and new cloud applications in production and non-production environments.

  • Perform debugging, tuning and performance enhancement as well as automation of operational and continuous integration aspect of the ElastiCash platform.

  • Write shell scripts for automation of installation and support of cloud ElastiCash applications

  • Working with using DevOps tool on Horizon platform to create, maintain and execute operational jobs.

  • Identify inefficiencies in current and implement improved solutions

  • Assist in planning and implementing capacity and resource expansion to ensure scalability of cloud platform supporting applications.

  • Assist in planning and performing product upgrades and migrations to new solution & integrating with third party ecosystems.

Required Skills:

  • Primary Skills: Linux Administration and AWS Cloud Engineering

  • Production Support for System Administration

  • Cloud engineering, Operations and Devops capabilities

- Cloud Operations and Support

  • Azure Certification

- DevOps

  • Shell/Ansible Scripting

Desired Skills:

  • RedHat Openshift/Kubernetes Certifications

  • Cloud(Azure/AWS/GCP) Certifications.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101)

Pay and benefits information

Pay range

$100,000.00 - $153,700.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

SAG Sr Portfolio Officer - Bank of America
Posted: Sep 25, 2024 04:32
Charlotte, NC

Job Description

SAG Sr Portfolio Officer

Providence, Rhode Island;New York, New York; Charlotte, North Carolina; Boston, Massachusetts

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

Typically has 7-10+ years workout/commercial loan experience. Reports to a Commercial Special Assets Manager or Market Manager. Loans managed are usually more complex credits. Experience includes knowledge of bankruptcy law, workout strategies, commercial credit analysis, structuring and market dynamics. May have credit approval authority designated based on experience. Assists the Special Assets Manager or Market Manager in collection, expense, asset quality, and other goal setting along with various personnel functions, and will often serve as a secondary point of internal and external communications.

Skills:

  • Adaptability

  • Collection Management

  • Critical Thinking

  • Problem Solving

  • Risk Management

  • Credit and Risk Assessment

  • Decision Making

  • Financial Analysis

  • Legal Structures and Legal Forms

  • Underwriting

  • Client Management

  • Loan Structuring

  • Negotiation

  • Oral Communications

  • Written Communications

The Special Assets Group manages the high risk/criticized commercial loan portfolio for the Global Banking (Business Banking, Commercial Banking and GCIB), Global Markets, GWIM and Small Business and Practice Solutions segments of Bank of America. This position focuses primarily on the workout, collection, and rehabilitation of commercial loans in the Northeast Business Banking line of business. A Senior Portfolio Officer is responsible for the management, workout, collection, and asset quality of a criticized loan portfolio with particular emphasis on the largest and most complex relationships. The individual will be the primary contact for both internal and external communications associated with the loans in his/her assigned portfolio. The successful candidate will be directly involved in workout strategies/negotiations, prepares and reviews credit underwritings, and is responsible for preparing recurring and special reports on a timely basis. A SPO also participates in training and developing junior members of the team. Reports to Region Executive.

Required Skills:

  • 7+ years of workout/commercial loan experience

  • 5+ years of portfolio management experience in commercial loans or equivalent environment

  • Thorough knowledge of commercial credit analysis

  • Excellent communication skills (written and oral)

  • Strong negotiation skills

  • Understanding of legal documentation

  • Knowledge of bankruptcy law

  • Attention to detail

  • Working knowledge of loan structuring on A/R, inventory, equipment, other commercial transactions, Real Estate and Asset Based Lending

  • Real Estate and Asset Based Lending. Loans managed are usually more complex credits

*Please note the locations of the posting

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100), US - RI - Providence - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$125,000.00 - $152,500.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Senior Audit Manager - Fair Lending - Bank of America
Posted: Sep 25, 2024 04:32
Dallas, TX

Job Description

Senior Audit Manager - Fair Lending

Providence, Rhode Island;Charlotte, North Carolina; Dallas, Texas; Boston, Massachusetts; Wilmington, Delaware

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for auditing Lines of Business (LOBs) ranging in scale and scope. Key responsibilities include developing audit plans, assessing issues for impact, assigning severity ratings, producing audit reports, and managing business partner relationships. Job expectations may include evaluating the control environment, fostering an inclusive work environment, and managing development of personnel.

Responsibilities:

  • Audits Lines of Business (LOBs) ranging in scale and scope and produces audit reports in a timely manner that summarize results of an audit to management

  • Develops an audit plan, assesses risks, and provides appropriate coverage for current and/or emerging risks

  • Leverages a risk mindset to proactively identify risks, analyze themes, and continually evaluate areas of priority against the company's risk profile and control environment

  • Supports Corporate Audit's mission, goals, and strategies, and drives operational effectiveness while demonstrating a strategic mindset and leading and supporting change

  • Leads the design and promotes the use of innovative tools and technological elements to drive continuous coverage of company risks

  • Maintains business partner relationships for areas assigned and challenges business management to adopt appropriate policies, procedures, and effective controls designed to mitigate risks

  • Manages team performance by training, mentoring, defining development plans for team

  • Subject matter expertise of fair lending related risks and a solid business understanding of application of these risks within a large financial institution

  • Responsible for audit coverage of areas and activities covering fair lending risks applicable across the enterprise

  • Stays abreast of regulatory developments, emerging risks, and report/instruction changes; contributes to calibration of the plan

REQUIRED QUALIFICATIONS

  • Greater than 10 years experience in a related role

  • BA/BS or equivalent experience.

  • Specific subject matter expertise in fair lending and the financial services industry.

  • Sound organizational, analytical, oral, and written communication skills including ability to effectively write reports, present to management and various regulators.

  • Proven track record of executing multiple projects concurrently and delivering high quality work to meet tight deadlines.

  • Ability to lead, coach, and mentor junior team members and influence their careers.

  • Ability to build a strong rapport with line of business management and provide impact without impairing independence.

  • Strong interpersonal skills

DESIRED QUALIFICATIONS

  • Professional Compliance or Audit Certification desired (e.g. CRCM (Certified Regulatory Compliance Manager), CIA (Certified Internal Auditor)

Skills:

  • Audit Planning

  • Coaching

  • Internal Audit Review

  • Issue Management

  • Risk Management

  • Business Acumen

  • Critical Thinking

  • Project Management

  • Relationship Building

  • Written Communications

  • Regulatory Relations

  • Talent Development

  • Technical Documentation

  • Workforce Diversity Management

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - RI - Providence - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$141,100.00 - $199,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Audit Manager - Consumer Compliance - Bank of America
Posted: Sep 25, 2024 04:32
Dallas, TX

Job Description

Audit Manager - Consumer Compliance

Charlotte, North Carolina;East Hartford, Connecticut; Dallas, Texas; Providence, Rhode Island; Wilmington, Delaware

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for overseeing assigned areas of audit work acting as an Auditor-in-Charge (AIC), and executing on the audit strategy for Lines of Business (LOBs). Key responsibilities include driving risk-based auditing by defining scope and test procedures to evaluate the control environment in conformance with audit policies, assessing issues for business impact and recommending severity ratings, drafting audit reports, and managing business partner relationships. Job expectations include fostering an inclusive work environment, and mentoring team members.

Responsibilities:

  • Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and drafting audit reports leveraging automation and innovative methods in a timely and high quality manner

  • Acts as Auditor-in-Charge (AIC) by overseeing audit testing and ensuring it is executed in a timely manner and conforms with quality standards, audit policies, and procedures

  • Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings and escalate broad themes or trends accordingly based on existing business knowledge

  • Exercises intellectual curiosity and judgment to effectively influence and challenge management to improve the control environment and drive continuous improvements on audit

  • Oversees a team of associates and provides day-to-day mentoring and guidance and fosters an inclusive work environment

  • Maintains business partner relationships, primarily with line management, to develop business knowledge

  • Exercises sound knowledge of product, business, and technical expertise to effectively challenge management to improve the control environment

Skills:

  • Consumer Compliance

  • Internal Audit Review

  • Audit Planning

  • Analytical thinkin

  • Issue Management

  • Risk Management

  • Business Acumen

  • Coaching

  • Project Management

  • Relationship Building

  • Written Communications

  • Attention to Detail

  • Automation

  • Critical Thinking

  • Technical Documentation

Required Qualifications

  • Minimum 8 years Audit or risk control risk/controls background preferably in financial services.

  • A minimum of 3 years in a lead auditor / Auditor-in-Charge (AIC) role, or equivalent experience.

  • Risk assessment skillset to enable evaluation of processes and other operational risks, identification of controls and determination of gaps and weaknesses.

  • Strong written/verbal communication skills with the ability to communicate issues/concerns and recommend corrective course of action. Capability to effectively influence risk direction and willingness to take a stand when required.

  • Intellectual curiosity to identify areas of risk coupled with the analytic, logical reasoning, and problem solving, risk vs. reward skills to effectively and objectively investigate/evaluate areas of risk.

  • Ability to manage audit projects within a risk-based audit methodology and provide coaching and training to junior associates within the team.

  • Must have good time management skills and the ability manage multiple priorities in a fast-paced environment.

  • Ability to work well and collaboratively as part of a team and function independently when required.

  • Ability to plan, execute and evaluate audit test plans within a risk-based audit methodology.

  • Strong analytical skills. Ability to analyze large amounts of data and turn it into usable information.

  • Ability to successfully communicate to influence management and lead change in both strategic and tactical initiatives.

  • Demonstrated experience assessing risks, processes, and controls to comply with laws/regulations for and/or across multiple laws/regulations, businesses, and products

  • Bachelor's degree and/or Advanced degree with relevant experience.

Desired Qualifications

  • Certified Internal Audit (CIA) certification

  • Audit or risk control risk/controls background in financial services

  • Prior Analytical / Automation Skills (SQL, SAS, Python. Alteryx, Advanced Excel)

  • Advanced degree or certifications (CIA, CISA etc - CPA Preferred)

  • Certified Anti-Money Laundering Specialist (CAMS), Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Regulatory Compliance Manager (CRCM), or Certified Fraud Examiner (CFE)

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CT - East Hartford - 101 E River Dr - One Riverview Square (CT2550), US - RI - Providence - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$115,600.00 - $157,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Global Financial Crime (-GFC-) Executive - Financial Intelligence Unit - Bank of America
Posted: Sep 25, 2024 04:32
Dallas, TX

Job Description

Global Financial Crime (-GFC-) Executive - Financial Intelligence Unit

Charlotte, North Carolina;Dallas, Texas; Atlanta, Georgia; Jacksonville, Florida

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

The Global Financial Crime (-GFC-) Executive I contributes to the direction and drives the development of enterprise-wide money laundering, economic sanctions, and fraud compliance and operational risk practices consistent with applicable laws, rules, regulations and regulatory guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk (-C&OR-) Officers of the Front Line Units (-FLU-) and Control Functions (-CF-) for the company and to the leaders of the FLUs and CFs directly.

The Global Financial Crime (-GFC-) Executive I - Financial Intelligence Unit - Detection contributes to the direction and drives the development of enterprise-wide anti-money laundering automated detection function and operational risk practices consistent with applicable laws, rules, regulations and regulatory guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk (-C&OR-) Officers of the Front Line Units (-FLU-) and Control Functions (-CF-) for the company and to the leaders of the FLUs and CFs directly.

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Diversity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&I goals.

  • Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.

  • Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.

  • Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.

  • People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.

  • Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.

  • Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.

  • Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage.

Required Qualifications

  • 10 or more years' professional experience in Financial Crimes Compliance/Bank Secrecy Act (BSA) Anti-Money Laundering (AML)

  • Expertise in data warehousing, machine learning, and big data technologies

  • Strong understanding and experience in designing and development in financial crimes solutions and data infrastructure

  • Experience with and strong programming skills in Python, SAS or SQL

  • Strong understanding of BSA/AML regulatory requirements and how to solve for them with technology

Required Education:

Bachelor's degree in Engineering, Data Science, Data Management, or Technology

Prefer a Master's degree in Engineering, Data Science, Data Management, or Technology

Skills:

  • Change Management

  • Decision Making

  • External Resource Management

  • Regulatory Compliance

  • Strategy Planning and Development

  • Issue Management

  • Policies, Procedures, and Guidelines Management

  • Risk Management

  • Talent Development

  • Written Communications

  • Coaching

  • Fraud Management

  • Inclusive Leadership

  • Investigation Management

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Merchant Consultant - Fresno Market - Bank of America
Posted: Sep 25, 2024 04:32
Elk Grove, CA

Job Description

Merchant Consultant - Fresno Market

Clovis, California;Elk Grove, California; Fresno, California; Sacramento, California

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for providing payment processing solutions to small business clients primarily through 1:1 partnerships with assigned group of small business specialists, financial centers, and other internal partners. Key responsibilities include consulting with small business clients to understand their priorities and provide solutions that meet their business needs with a focus on more complex opportunities and solutions. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security.

Responsibilities:

  • Leverages consultative sales process and knowledge of healthcare, retail, restaurant, and business to business industries to identify clients' business needs

  • Recommends solutions that meet clients' needs with a focus on more complex opportunities and solutions

  • Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to Service Level Agreements

  • Builds meaningful relationships and collaborates with internal partners to provide subject matter expertise on merchant payment processing pricing, software, gateways, and security

  • Identifies opportunities proactively and develops a pipeline for sales opportunities with internal partners and clients

  • Acts as a champion for clients by connecting expertise across the company to help them achieve their goals

  • Establishes relationships with associations, centers of influence, and vendor partners and adapts to an ever changing payment processing environment

Skills:

  • Client Experience Branding

  • Client Solutions Advisory

  • Customer and Client Focus

  • Payment Processing

  • Pipeline Management

  • Consulting

  • Credit Documentation Requirements

  • Oral Communications

  • Referral Management

  • Written Communications

  • Financial Analysis

  • Interpret Relevant Laws, Rules, and Regulations

  • Issue Management

  • Prospecting

Required Qualifications:

  • Customer focus

  • Relationship building

  • Oral & Written communication

  • Consultative sales

  • Pipeline management

  • Problem solving

  • Teamwork

  • Time management

  • Presentation skills

  • Outside sales and referral sales

  • Technical expertise

  • 2+ years of sales experience

Desired Qualifications:

  • Merchant products and solutions

  • Multi-lingual ability is a plus

  • High school diploma

  • CRM (Client Relationship Management System)

  • Industry business acumen

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act and FINRA.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Clovis - 855 Pollasky Ave - CLOVIS BC (CA1134), US - CA - Elk Grove - 5001 Laguna Blvd - LAGUNA CREEK BC (CA2162), US - CA - Fresno - 3411 W Shaw Ave - SHAW-WESTGATE BC (CA1169), US - CA - Sacramento - 7198 Stockton Blvd - FLORIN CENTER BC (CA3160)

Pay and benefits information

Pay range

$69,500.00 - $94,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Merchant Consultant - Fresno Market - Bank of America
Posted: Sep 25, 2024 04:32
Elk Grove, CA

Job Description

Merchant Consultant - Fresno Market

Clovis, California;Elk Grove, California; Fresno, California; Sacramento, California

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for providing payment processing solutions to small business clients primarily through 1:1 partnerships with assigned group of small business specialists, financial centers, and other internal partners. Key responsibilities include consulting with small business clients to understand their priorities and provide solutions that meet their business needs with a focus on more complex opportunities and solutions. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security.

Responsibilities:

  • Leverages consultative sales process and knowledge of healthcare, retail, restaurant, and business to business industries to identify clients' business needs

  • Recommends solutions that meet clients' needs with a focus on more complex opportunities and solutions

  • Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to Service Level Agreements

  • Builds meaningful relationships and collaborates with internal partners to provide subject matter expertise on merchant payment processing pricing, software, gateways, and security

  • Identifies opportunities proactively and develops a pipeline for sales opportunities with internal partners and clients

  • Acts as a champion for clients by connecting expertise across the company to help them achieve their goals

  • Establishes relationships with associations, centers of influence, and vendor partners and adapts to an ever changing payment processing environment

Skills:

  • Client Experience Branding

  • Client Solutions Advisory

  • Customer and Client Focus

  • Payment Processing

  • Pipeline Management

  • Consulting

  • Credit Documentation Requirements

  • Oral Communications

  • Referral Management

  • Written Communications

  • Financial Analysis

  • Interpret Relevant Laws, Rules, and Regulations

  • Issue Management

  • Prospecting

Required Qualifications:

  • Customer focus

  • Relationship building

  • Oral & Written communication

  • Consultative sales

  • Pipeline management

  • Problem solving

  • Teamwork

  • Time management

  • Presentation skills

  • Outside sales and referral sales

  • Technical expertise

  • 2+ years of sales experience

Desired Qualifications:

  • Merchant products and solutions

  • Multi-lingual ability is a plus

  • High school diploma

  • CRM (Client Relationship Management System)

  • Industry business acumen

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Clovis - 855 Pollasky Ave - CLOVIS BC (CA1134), US - CA - Elk Grove - 5001 Laguna Blvd - LAGUNA CREEK BC (CA2162), US - CA - Fresno - 3411 W Shaw Ave - SHAW-WESTGATE BC (CA1169), US - CA - Sacramento - 7198 Stockton Blvd - FLORIN CENTER BC (CA3160)

Pay and benefits information

Pay range

$69,500.00 - $94,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Business Executive Operations - Global Payments Operations - Bank of America
Posted: Sep 25, 2024 04:32
Richmond, VA

Job Description

Business Executive Operations - Global Payments Operations

Charlotte, North Carolina;Richmond, Virginia; Scranton, Pennsylvania

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for managing multiple operations segments or divisions for a site, region, product line, or business group within the bank's internal operations. Key responsibilities include resolving broad operational issues, ensuring compliance with policies, and leading implementation of opportunities to improve process performance and operating efficiency. Job expectations include coordinating activities and processes with Lines of Business and other operations segments to set strategic direction and promote ideas, and managing two or more levels of managers.

Role Description

The executive would partner with stakeholders across the enterprise and Global Payment Operations (GPO) to build and maintain an agile comprehensive overdraft process for payments, monitoring, incident management, recovery and reporting that is integrated within the 22/5.5 and 24/7 payments operating models. This role interfaces with product partners, credit, compliance and technology experts across all consumer and corporate segments to understanding client experience and align to emerging payments and other market disruptors. Reports directly to the Global Payment Operations executive and ensures stable operations and continuously seeks methods and strategies to improve the performance, productivity, and efficiency of the organization.

The Payment Events, Overdraft, and SWIFT Message Exceptions COE serves three distinct functions within Global Payment Operations (GPO) that are critical to the success processing of payments.

  • Payment Events Team:7/24 global monitoring of the high and low value payment flows and coordination of issue resolution for payment processing and the delivery of solutions to support these global activities. The team provides communications to various organizations and business partners whenever an event impacts GPO. The team also monitors certain payment flows, as requested by business partners, with the assistance of multiple tools including the Intix Payment Tracker.

  • The Global Overdraft Payment Exceptions Team: Handlespayment exceptions for insufficient available balance/limit allowance or restrictions in place that don't allow the straight through processing of payments. Escalate of exceptions to release payments unless account is funded allowing automated systemic release via GTMS. The activities extend across the US, APAC, EMEA, Canada, and Mexico regions. Additionally, US ACH file suspends are all handled by payment exceptions team in accordance with GPO procedures.

  • SWIFT Message Exceptions Team: Global function comprised of 3 key global functions which includes Relationship Management Application (RMA), Electronic Funds Transfer (EFT) Key initial setup, and the routing and/or repair of SWIFT messages requiring manual intervention. The RMA process begins with receipt of a work order from internal partners, and upon business approval, ends with the enablement of authenticated SWIFT Message authorizations. The EFT Key setups enable straight through processing (STP) of SWIFT messages between internal systems. SWIFT message routing and repair occurs when SWIFT messages fail STP and enter our processing queues for manual intervention.

Responsibilities:

  • Accountable for the end-to-end daily routines to ensure payments processing and reconciliation of payments sent to the Federal Reserve and the Clearing House

  • Manage monitoring across all visible payments/payment flows and proactively detect breakdowns

  • Proactively monitor and manage relevant updates pertaining to technology incidents impacting payment flows and applications across Global Payment Operations (GPO) and relevant partners and stakeholders

  • Support Site rotations, contingency tests, and dress rehearsals for implementation of various system upgrades

  • Oversee remediation of identified issues and escalate unresolved issues within SLA: 10x10x10: Acknowledge, Research, Escalate

  • Deliver clear and concise communications to GPO senior leadership and various business and technology partners, supported by weekly and monthly reporting data

  • Requires 24x7 governance and monitoring

  • Develop and improve operational systems, processes, and policies in support of organizational goals

  • Monitor adherence to rules, regulations and procedures across all payment types and lines of business. Ensures proper communication and compliance of company and regulatory policies affecting areas managed.

  • High monetary exposure and risk involving the processing of large dollar volumes and regulatory restrictions

  • Requires a working knowledgeof managing in a global processing environment where decisions have significant impact affecting multiple and diverse operations and product lines

  • Highly visible position where decisions are driven by regulatory, risk requirements and with potential financial and reputation impact

  • Resolves broad operational issues and coordinates activities and processes across lines of business and operations segments

  • Cross line of business coordination and influence is critical to provide strategic direction and problem resolution

  • Responsible for budget/expense management, reporting and forecasting for areas managed

  • Contributes to the management of client, business, and vendor relationships and participates in client visits and conference calls

  • Demonstrates a strong understanding of the technology available to effectively support the needs of the processes and clients

  • Manages multiple priorities in fast-paced, high-volume environment

  • Oversees leadership development and execution to drive Operational Excellence

  • Manages the overall budget and expenses and performs reporting and forecasting for a segment or unit to achieve identified operational goals

  • Manages the development of procedures to enhance unit and/or product-related activities while overseeing budget and expense management, reporting, and forecasting for designated areas

  • Develops strategies to improve and grow current processes of a unit or product, leveraging data, metric, and key performance indicators to measure process effectiveness

  • Drives alignment of bank priorities and strategies to employee metrics and goals, evaluates employee progress, and provides interventions as needed to recognize, encourage, and improve team and business performance to support an inclusive work environment

  • Implements and enables an enhanced risk framework by establishing a proactive risk management culture

Managerial Responsibilities:

At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Diversity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&I goals.

  • Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.

  • Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.

  • Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.

  • People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.

  • Financial Steward: Efficiently allocates and manages resources across the organization to drive short- and long-term profitability.

  • Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.

  • Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage.

Required Skills and Experience

  • 10+ years' experience overseeing leadership development and execution to drive Operational Excellence

  • 10+ years' experience with payments processing and reconciliation, and event management

  • Demonstrated ability to present executive reporting and key business metrics

  • Project management experience

  • Ability to collaborate productively and proactively across senior leadership

  • Demonstrates a bias for action and a commitment to achieving sustainable results

  • Holds self and others accountable for high performance standards

  • Removes obstacles and proactively challenges processes in order to ensure work gets done easily and decisions made quickly

  • Makes timely and fact-based decisions

  • Demonstrates and encourages collaboration and teamwork within and beyond his/her team

  • Remains positive and focused during times of pressure, adversity, or change

Skills:

  • Business Operations Management

  • Critical Thinking

  • Decision Making

  • Process Management

  • Stakeholder Management

  • Customer and Client Focus

  • Fiscal Responsibility

  • Process Performance Measurement

  • Result Orientation

  • Risk Management

  • Business Analytics

  • Collaboration

  • Data Management

  • Inclusive Leadership

  • Oral Communications

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Merchant Consultant - Fresno Market - Bank of America
Posted: Sep 25, 2024 04:32
Fresno, CA

Job Description

Merchant Consultant - Fresno Market

Clovis, California;Elk Grove, California; Fresno, California; Sacramento, California

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for providing payment processing solutions to small business clients primarily through 1:1 partnerships with assigned group of small business specialists, financial centers, and other internal partners. Key responsibilities include consulting with small business clients to understand their priorities and provide solutions that meet their business needs with a focus on more complex opportunities and solutions. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security.

Responsibilities:

  • Leverages consultative sales process and knowledge of healthcare, retail, restaurant, and business to business industries to identify clients' business needs

  • Recommends solutions that meet clients' needs with a focus on more complex opportunities and solutions

  • Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to Service Level Agreements

  • Builds meaningful relationships and collaborates with internal partners to provide subject matter expertise on merchant payment processing pricing, software, gateways, and security

  • Identifies opportunities proactively and develops a pipeline for sales opportunities with internal partners and clients

  • Acts as a champion for clients by connecting expertise across the company to help them achieve their goals

  • Establishes relationships with associations, centers of influence, and vendor partners and adapts to an ever changing payment processing environment

Skills:

  • Client Experience Branding

  • Client Solutions Advisory

  • Customer and Client Focus

  • Payment Processing

  • Pipeline Management

  • Consulting

  • Credit Documentation Requirements

  • Oral Communications

  • Referral Management

  • Written Communications

  • Financial Analysis

  • Interpret Relevant Laws, Rules, and Regulations

  • Issue Management

  • Prospecting

Required Qualifications:

  • Customer focus

  • Relationship building

  • Oral & Written communication

  • Consultative sales

  • Pipeline management

  • Problem solving

  • Teamwork

  • Time management

  • Presentation skills

  • Outside sales and referral sales

  • Technical expertise

  • 2+ years of sales experience

Desired Qualifications:

  • Merchant products and solutions

  • Multi-lingual ability is a plus

  • High school diploma

  • CRM (Client Relationship Management System)

  • Industry business acumen

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act and FINRA.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Clovis - 855 Pollasky Ave - CLOVIS BC (CA1134), US - CA - Elk Grove - 5001 Laguna Blvd - LAGUNA CREEK BC (CA2162), US - CA - Fresno - 3411 W Shaw Ave - SHAW-WESTGATE BC (CA1169), US - CA - Sacramento - 7198 Stockton Blvd - FLORIN CENTER BC (CA3160)

Pay and benefits information

Pay range

$69,500.00 - $94,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Business Executive Operations - Global Payments Operations - Bank of America
Posted: Sep 25, 2024 04:32
Scranton, PA

Job Description

Business Executive Operations - Global Payments Operations

Charlotte, North Carolina;Richmond, Virginia; Scranton, Pennsylvania

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for managing multiple operations segments or divisions for a site, region, product line, or business group within the bank's internal operations. Key responsibilities include resolving broad operational issues, ensuring compliance with policies, and leading implementation of opportunities to improve process performance and operating efficiency. Job expectations include coordinating activities and processes with Lines of Business and other operations segments to set strategic direction and promote ideas, and managing two or more levels of managers.

Role Description

The executive would partner with stakeholders across the enterprise and Global Payment Operations (GPO) to build and maintain an agile comprehensive overdraft process for payments, monitoring, incident management, recovery and reporting that is integrated within the 22/5.5 and 24/7 payments operating models. This role interfaces with product partners, credit, compliance and technology experts across all consumer and corporate segments to understanding client experience and align to emerging payments and other market disruptors. Reports directly to the Global Payment Operations executive and ensures stable operations and continuously seeks methods and strategies to improve the performance, productivity, and efficiency of the organization.

The Payment Events, Overdraft, and SWIFT Message Exceptions COE serves three distinct functions within Global Payment Operations (GPO) that are critical to the success processing of payments.

  • Payment Events Team:7/24 global monitoring of the high and low value payment flows and coordination of issue resolution for payment processing and the delivery of solutions to support these global activities. The team provides communications to various organizations and business partners whenever an event impacts GPO. The team also monitors certain payment flows, as requested by business partners, with the assistance of multiple tools including the Intix Payment Tracker.

  • The Global Overdraft Payment Exceptions Team: Handlespayment exceptions for insufficient available balance/limit allowance or restrictions in place that don't allow the straight through processing of payments. Escalate of exceptions to release payments unless account is funded allowing automated systemic release via GTMS. The activities extend across the US, APAC, EMEA, Canada, and Mexico regions. Additionally, US ACH file suspends are all handled by payment exceptions team in accordance with GPO procedures.

  • SWIFT Message Exceptions Team: Global function comprised of 3 key global functions which includes Relationship Management Application (RMA), Electronic Funds Transfer (EFT) Key initial setup, and the routing and/or repair of SWIFT messages requiring manual intervention. The RMA process begins with receipt of a work order from internal partners, and upon business approval, ends with the enablement of authenticated SWIFT Message authorizations. The EFT Key setups enable straight through processing (STP) of SWIFT messages between internal systems. SWIFT message routing and repair occurs when SWIFT messages fail STP and enter our processing queues for manual intervention.

Responsibilities:

  • Accountable for the end-to-end daily routines to ensure payments processing and reconciliation of payments sent to the Federal Reserve and the Clearing House

  • Manage monitoring across all visible payments/payment flows and proactively detect breakdowns

  • Proactively monitor and manage relevant updates pertaining to technology incidents impacting payment flows and applications across Global Payment Operations (GPO) and relevant partners and stakeholders

  • Support Site rotations, contingency tests, and dress rehearsals for implementation of various system upgrades

  • Oversee remediation of identified issues and escalate unresolved issues within SLA: 10x10x10: Acknowledge, Research, Escalate

  • Deliver clear and concise communications to GPO senior leadership and various business and technology partners, supported by weekly and monthly reporting data

  • Requires 24x7 governance and monitoring

  • Develop and improve operational systems, processes, and policies in support of organizational goals

  • Monitor adherence to rules, regulations and procedures across all payment types and lines of business. Ensures proper communication and compliance of company and regulatory policies affecting areas managed.

  • High monetary exposure and risk involving the processing of large dollar volumes and regulatory restrictions

  • Requires a working knowledgeof managing in a global processing environment where decisions have significant impact affecting multiple and diverse operations and product lines

  • Highly visible position where decisions are driven by regulatory, risk requirements and with potential financial and reputation impact

  • Resolves broad operational issues and coordinates activities and processes across lines of business and operations segments

  • Cross line of business coordination and influence is critical to provide strategic direction and problem resolution

  • Responsible for budget/expense management, reporting and forecasting for areas managed

  • Contributes to the management of client, business, and vendor relationships and participates in client visits and conference calls

  • Demonstrates a strong understanding of the technology available to effectively support the needs of the processes and clients

  • Manages multiple priorities in fast-paced, high-volume environment

  • Oversees leadership development and execution to drive Operational Excellence

  • Manages the overall budget and expenses and performs reporting and forecasting for a segment or unit to achieve identified operational goals

  • Manages the development of procedures to enhance unit and/or product-related activities while overseeing budget and expense management, reporting, and forecasting for designated areas

  • Develops strategies to improve and grow current processes of a unit or product, leveraging data, metric, and key performance indicators to measure process effectiveness

  • Drives alignment of bank priorities and strategies to employee metrics and goals, evaluates employee progress, and provides interventions as needed to recognize, encourage, and improve team and business performance to support an inclusive work environment

  • Implements and enables an enhanced risk framework by establishing a proactive risk management culture

Managerial Responsibilities:

At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Diversity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&I goals.

  • Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.

  • Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.

  • Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.

  • People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.

  • Financial Steward: Efficiently allocates and manages resources across the organization to drive short- and long-term profitability.

  • Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.

  • Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage.

Required Skills and Experience

  • 10+ years' experience overseeing leadership development and execution to drive Operational Excellence

  • 10+ years' experience with payments processing and reconciliation, and event management

  • Demonstrated ability to present executive reporting and key business metrics

  • Project management experience

  • Ability to collaborate productively and proactively across senior leadership

  • Demonstrates a bias for action and a commitment to achieving sustainable results

  • Holds self and others accountable for high performance standards

  • Removes obstacles and proactively challenges processes in order to ensure work gets done easily and decisions made quickly

  • Makes timely and fact-based decisions

  • Demonstrates and encourages collaboration and teamwork within and beyond his/her team

  • Remains positive and focused during times of pressure, adversity, or change

Skills:

  • Business Operations Management

  • Critical Thinking

  • Decision Making

  • Process Management

  • Stakeholder Management

  • Customer and Client Focus

  • Fiscal Responsibility

  • Process Performance Measurement

  • Result Orientation

  • Risk Management

  • Business Analytics

  • Collaboration

  • Data Management

  • Inclusive Leadership

  • Oral Communications

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Sanctions Risk Specialist - Global Economic Sanctions - Bank of America
Posted: Sep 25, 2024 04:32
Newark, DE

Job Description

Sanctions Risk Specialist - Global Economic Sanctions

Jacksonville, Florida;Charlotte, North Carolina; Chicago, Illinois; Newark, Delaware

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description

Global Economic Sanctions (-GES-) is responsible for dedicated compliance and operational risk management of processes unique to economic sanctions. The Sanctions Risk Specialist is a function within GES that is responsible for the identification, aggregation, reporting, and escalation of sanctions related risks. The Sanctions Risk Specialist is responsible for the execution of risk management responsibilities in areas such as sanctions advisory, issues management, and monitoring and testing from a sanctions compliance and risk perspective. This role is an individual contributor in the Sanctions Risk Management function.

The Sanctions Risk Specialist may engage in the following processes to evaluate and assess FLU/CF controls, sanctions-specific second line functions and controls, and residual risks related to economic sanctions:

  • Deep understanding of economic sanctions regulations and laws (OFAC, UN, EU, UK etc.), internal sanctions screening processes, and the ability to apply that knowledge for risk analysis, monitoring and testing, and sanctions list management

  • Provide oversight of Front Line Units with matters involving economic sanctions concerns

  • Ability to have discussions and communicate with senior band 3 executives, respond to auditors and regulators, prepare presentations to regional and global rep risk committees, prepare and conduct sanctions-related training for Front Line Units, and conduct risk analysis and research on economic sanctions matters

  • Experience in or ability to identify, draft, own, and resolve to completion audit issues

  • Serve as the Risk Officer aligned to FLU-owned issues with economic sanctions impact. This includes ensuring timely and effective resolution of action steps, as well as Global Economic Sanctions review and challenge of action step remediation and evidence.

  • Regularly execute and oversee business control functions, including as associated with metrics and governance routines, for effective sanctions program functioning.

  • Maintenance and oversight of a comprehensive inventory of all FLU-owned issues with economic sanctions impact. Note, there will be several dozen at any given time.

  • Serve as the main point of contact between the FLUs and the Global Financial Crimes Program Team from a Global Economic Sanctions perspective, with particular responsibility to ensure alignment and data sharing related to program execution (e.g. on metrics, QA, SPI, SOPs, Standards, Risk Tolerance & KRI/KPI reporting).

  • Ensure necessary oversight, coordination and proactive management of issues within Global Economic Sanctions, across Global Financial Crimes, and with FLUs and other partners.

Required qualifications:

  • Minimum 5 years of business and/or functional experience in financial services industry, risk management, financial crimes, testing, or experience in a related field

  • Minimum 1 year experience in economic sanctions

  • Bachelor's degree or equivalent experience

Desired qualifications:

  • Preferred candidates with experience in managing sanctions program issues and metrics

  • Preferred candidates with understanding of business, markets, and products

  • Ability to handle multiple compliance projects in a dynamic environment with competing priorities across a global team setting

  • Excellent business stakeholder management and communication skills

  • Financial Services and/or related government entity

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Financial Solutions Advisor - Consumer Investments - Classen - Bank of America
Posted: Sep 25, 2024 04:29
Oklahoma City, OK

Job Description

Financial Solutions Advisor - Consumer Investments - Classen

Oklahoma City, Oklahoma

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

- Recommends banking and investments strategies that align with client financial goals and needs

- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

- Mitigates and controls risk as part of daily activities

- Identifies and engages potential new clients through referrals or financial center clientele

- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

- Sets and accomplishes goals, achieving whatever you put your mind to.

- Builds and nurtures strong relationships.

- Collaborates effectively with others to get things done.

- Communicates effectively and confidently and is comfortable engaging all clients.

- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

- Likes to learn, adapts to new information and seeks the right solutions for clients.

- Efficiently manages your time and capacity.

- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

- Strong computer skills with an ability to multitask in a demanding environment.

- At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

- Obtained your insurance licenses.

Skills:

- Advisory

- Account Management

- Client Experience Branding

- Customer and Client Focus

- Oral Communications

- Issue Management

- Client Solutions Advisory

- Pipeline Management

- Active Listening

- Attention to Detail

- Risk Management

- Policies, Procedures, and Guidelines

- Client Management

- Causation Analysis

- Written Communications

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Wealth Management Client Associate - Bank of America
Posted: Sep 25, 2024 04:29
Irvine, CA

Job Description

Wealth Management Client Associate

Irvine, California

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

  • Account Management

  • Client Management

  • Customer and Client Focus

  • Issue Management

  • Oral Communications

  • Business Development

  • Client Solutions Advisory

  • Pipeline Management

  • Prioritization

  • Administrative Services

  • Emotional Intelligence

  • Referral Identification

  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Pay Transparency details

US - CA - Irvine - 100 Spectrum Center Dr (CA6813)

Pay and benefits information

Pay range

$25.00 - $37.00 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Relationship Banker - Glynn Place Mall Financial Center - Bank of America
Posted: Sep 25, 2024 04:29
Brunswick, GA

Job Description

Relationship Banker - Glynn Place Mall Financial Center

Brunswick, Georgia

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

- Executes the bank's risk culture and strives for operational excellence

- Builds relationships with clients to meet financial needs

- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

- Grows business knowledge and network by partnering with experts in small business, lending, and investments

- Manages financial center traffic, appointments, and outbound calls effectively

- Drives the client experience

- Manages cash responsibilities

Required Qualifications:

- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

- Collaborates effectively to get things done, building and nurturing strong relationships.

- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.

- Is confident in identifying solutions for new and existing clients based on their needs.

- Communicates effectively and confidently, and is comfortable engaging all clients.

- Has the ability to learn and adapt to new information and technology platforms.

- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

- Applies strong critical thinking and problem-solving skills to meet clients' needs.

- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

- Efficiently manages time and capacity.

- Focuses on results, while acting in the best interest of the client.

- Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

- Experience in financial services and knowledge of financial services industry, products and solutions.

- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

- Six months of cash handling experience.

- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Skills:

- Adaptability

- Business Acumen

- Customer and Client Focus

- Oral Communications

- Problem Solving

- Account Management

- Client Experience Branding

- Client Management

- Client Solutions Advisory

- Relationship Building

- Business Development

- Pipeline Management

- Prospecting

- Referral Identification

- Referral Management

Minimum Education Requirement:

- High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail

Wealth Management Client Associate - Bank of America
Posted: Sep 25, 2024 04:29
Pepper Pike, OH

Job Description

Wealth Management Client Associate

Pepper Pike, Ohio

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

  • Account Management

  • Client Management

  • Customer and Client Focus

  • Issue Management

  • Oral Communications

  • Business Development

  • Client Solutions Advisory

  • Pipeline Management

  • Prioritization

  • Administrative Services

  • Emotional Intelligence

  • Referral Identification

  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (-Policy-) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.



Job Detail