Company 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

Financial Solutions Advisor Registration Candidate - Consumer Investments - Roswell Wieuca Financial Center - Bank of America
Posted: Sep 25, 2024 04:29
Atlanta, GA

Job Description

Financial Solutions Advisor Registration Candidate - Consumer Investments - Roswell Wieuca Financial Center

Atlanta, 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:

The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. 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.

Minimum Education Requirement: Null

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

Trust Senior Associate - Bank of America
Posted: Sep 25, 2024 04:29
Atlanta, GA

Job Description

Trust Senior Associate

Atlanta, 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 Summary:

The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for assisting the Senior Trust Officer and Trust Officer in all phases of trust account/relationship servicing, fulfillment and/or administration. TSAs are trust product experts who act as an additional point of contact for clients and/or as a backup for client-facing Trust Officers.

The TSA will coordinate the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups. Additionally, TAs will seek out new business opportunities from existing books of business and assist other service associates as needed.

Job Description:

  • In addition to the ability to deliver generalist support, and as part of the Client Team, actively support Senior Trust Officers and Trust Officers to meet clients' trust needs and expectations

  • Serve as an additional point of contact to clients and/or as backup for the Trust Officers

  • Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment

  • Responsible for:

  • Complex party maintenance

  • Administrative Review (IM&T)

  • Transaction Processing and Management

  • Money Movement (Trust)

  • Specialized Fiduciary Transactions

  • Discretionary and action matters

  • UPIA, Equitable Adjustments and 65 Day Tax

  • Account Pay Service Provider

  • Generation Skipping Tax - Processing

  • Asset Transfer - complex

  • Administrative duties as required

  • Support initial review of IPS process

  • Perform servicing, fulfillment and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc.

  • Leverage experience and deep expertise especially with the most complex administrative trust needs to manage and/or execute client transactions

  • Proactively identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions

  • Coordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner

  • Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions

  • Ensure adherence to all internal policies and compliance to legal and regulatory requirements

Qualifications:

  • Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales

  • Ability to successfully complete assessment of critical skills

  • BS/BA degree in Business, Finance, Economics or Law desired

Skills:

  • Active Listening

  • Adaptability

  • Attention to Detail

  • Emotional Intelligence

  • Prioritization

  • Collaboration

  • Critical Thinking

  • Decision Making

  • Oral Communications

  • Written Communications

  • Drives Engagement

  • Innovative Thinking

  • Mentoring

  • Networking

  • Problem Solving

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

Financial Center Assistant Manager, Goleta Financial Center, Spanish Preferred - Bank of America
Posted: Sep 25, 2024 04:29
Goleta, CA

Job Description

Financial Center Assistant Manager, Goleta Financial Center, Spanish Preferred

Goleta, 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!

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

Job Description:

This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.

Responsibilities:

- Manages client traffic, engaging and appropriately routing clients, and fosters client retention

- Manages business results through formalized management routines and coaching

- Creates a world class client experience environment

- Manages market-level initiatives prescribed by market leaders

- Drives operational excellence by engaging employees on business strategy

- Manages organizational priorities and effective execution

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 clients based on their needs and can resolve problems independently or bring in others as needed.

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

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

- 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.

- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.

- Can interpret performance results, find opportunities to drive success and hold others accountable to results.

- 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.

- Experience in mortgage, retail or hospitality.

- Experience working in an environment with individual and team goals where goals were routinely met or exceeded.

- Bilingual skills.

. Spanish preferred

Skills:

- Customer Service Management

- Performance Management

- Coaching

- Customer and Client Focus

- Talent Development

- Risk Management

- Sales Performance Management

- Business Operations Management

- Recruiting

- Result Orientation

- Referral Management

- Leadership Development

- Inclusive Leadership

- Prioritization

- Problem Solving

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Goleta - 5892 Calle Real (CA6118)

Pay and benefits information

Pay range

$26.96 - $38.21 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

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 04:29
Jacksonville, FL

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

Ops Professional MKTS - AML Onboarding Operational Readiness - Bank of America
Posted: Sep 25, 2024 04:29
Jacksonville, FL

Job Description

Ops Professional MKTS - AML Onboarding Operational Readiness

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:

This job is responsible for providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products.

Line of Business Job Description:

Global Banking Global Markets (GBGM) AML Onboarding is responsible for onboarding of new clients to ensure that Bank of America meets both the regulatory and internal AML/KYC requirements. The GBGM AML Onboarding team is responsible for reviewing and approving account opening documentation globally. The team has a vacancy in the Business Enablement team for an individual who has experience in operational readiness and dealing with change for a complex operations function.

The role includes supporting the GB GM AML Onboarding team to manage and execute Operational Readiness activities, manage Law/Rule/Reg change, procedure, process and technology change and act as AML Onboarding SME in the AMRS and LatAm regions.

Responsibilities:

  • Law/Rule/Reg change implementation management

  • Procedure writing

  • Resource design and production

  • Process design

  • People/process/tech change management

  • CDD/KYC Onboarding SME/consultant

  • Training design and facilitation

  • Write and manage communications

  • Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups

  • Analyzes and resolves highly complex operational problems

  • Supports ad-hoc projects for new processes or industry initiatives

  • Manage people, process and technology change, including audit issues

  • Work with your peers to understand the interdependencies and impacts horizontally across the portfolio of change and act accordingly

  • Understand the processes of and advocate for the AML Onboarding organization

  • Manage socialization across impacted teams and work collaboratively with stakeholders

  • Provide executive summaries on project statuses to senior leadership

Required Qualifications:

  • 2+ years' experience in an AML/KYC related role

  • Excellent communication skills, both oral and written

  • Demonstrated knowledge of AML/KYC requirements and operational processes

  • Strong influencing and executive presentation skills. Must be comfortable and effective interacting at all levels of the organization

  • Strong organizational skills

  • A flexible, team-spirited approach with the ability to work independently

  • Ability to work accurately to tight deadlines in a demanding environment

  • Attention to detail

  • Proficiency MS Office products

Skills :

  • Attention to Detail

  • Critical Thinking

  • Data Collection and Entry

  • Recording/Organizing Information

  • Research

  • Fraud Management

  • Interpret Relevant Laws, Rules, and Regulations

  • Problem Solving

  • Quality Assurance

  • Risk Management

  • Adaptability

  • Customer and Client Focus

  • Prioritization

  • Result Orientation

  • 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

Data Scientist I - Bank of America
Posted: Sep 25, 2024 04:29
Addison, TX

Job Description

Data Scientist I

Addison, Texas

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 analyzing and interpreting large datasets to uncover potential revenue generation opportunities and develop effective risk management strategies. Key responsibilities include collaborating with key stakeholders to comprehend business problems, utilizing data gathering and analysis techniques to devise solutions, and presenting recommendations based on the findings. Job expectations include demonstrating flexibility, resilience, accountability, a disciplined approach, and a commitment to fostering responsible growth for the enterprise.

Responsibilities:

  • Performs business analytics, which includes data analysis, trend identification, and pattern recognition, using advanced techniques (e.g., machine learning, text mining, statistical analysis, etc.) to support decision-making and drive data-driven insights

  • Applies agile practices for project management, solution development, deployment, and maintenance

  • Creates and maintains technical documentation, capturing the business requirements and specifications related to the developed analytical solution and its implementation in production

  • Manages multiple priorities and maintains quality and timeliness of work deliverables such as quantitative models, data science products, data analysis reports, or data visualizations, while exhibiting the ability to work independently and in a team environment

  • Delivers engaging presentations and engages in both in-person and virtual conversations that effectively communicate technical concepts and analysis results to a diverse set of internal stakeholders, and develops professional relationships to foster collaboration on work deliverables

  • Mitigates risk by identifying potential issues and developing controls

  • Researches the latest advances in the fields of data science and artificial intelligence to support business analytics

Skills:

  • Adaptability

  • Attention to Detail

  • Business Analytics

  • Technical Documentation

  • Written Communications

  • Agile Practices

  • Application Development

  • Collaboration

  • Data Visualization

  • DevOps Practices

  • Artificial Intelligence/Machine Learning

  • Networking

  • Policies, Procedures, and Guidelines Management

  • Presentation Skills

  • Risk Management

Required Qualifications:

  • Bachelor's Degree

  • NLP / ML and GenAI Expert

Minimum Education Requirement: Bachelor's Degree

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

Credit Assistance Specialist Internal Recovery 2nd Shift Greensboro NC - Bank of America
Posted: Sep 25, 2024 04:29
Greensboro, NC

Job Description

Credit Assistance Specialist Internal Recovery 2nd Shift Greensboro NC

Greensboro, 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:

This job is responsible for providing credit assistance and solutions to our clients. Key responsibilities include handling primarily outbound calls for a single product at any stage of delinquency or risk, including pre-charge off, and recovery. Job expectations include leveraging problem solving competencies, sound judgement and decision making, and providing exceptional client service and empathy while meeting both the bank's and client needs.

Responsibilities:

  • Reaches out to delinquent clients to secure payment and determines reason for delinquency on active or inactive loan, deposit, and credit card accounts

  • Negotiates repayment of outstanding debt that benefits both the client and lender in a positive and professional manner, leveraging tools and resources where applicable

  • Determines the right solution for the client while staying within collections compliance guidelines

  • Demonstrates empathy for the client's situation using ethical behavior that is consistent with the bank's code of conduct

  • Achieves quality standards and meets key performance indicators

  • Works an established list of accounts on an automated collections system, auto-dialer, or manual calling and helps mitigate losses

Skills:

  • Active Listening

  • Attention to Detail

  • Client Solutions Advisory

  • Oral Communications

  • Account Management

  • Adaptability

  • Collaboration

  • Data Collection and Entry

  • Interpret Relevant Laws, Rules, and Regulations

  • Liquidity Management

Required Qualifications:

- At least 1 year of customer service experience

- Excellent verbal and written communication skills

- Ability to work within the operating hours and days for this position as outlined in the posted job requisition

- Must have a commitment to exceptional customer service, including the ability to be empathetic and meet client needs

- Must be proficient in dealing with customers issues in both a routine and complex environment

- Must demonstrate negotiation and persuasion skills, and the ability to communicate and negotiate with a variety of customers and clients

- Must have the ability to navigate multiple computer systems while interacting with the customer, as well as the ability to think critically and use sound judgment in decision making

Desired Qualifications:

- College degree or commensurate work experience preferred

- Credit Assistance and collections experience

- Inbound/Outbound call center experience

- Banking/financial services experience

- Knowledge of banking operations

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

Shift:

2nd 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

Vice President; Product Specialist - Bank of America
Posted: Sep 25, 2024 04:29
New York, NY

Job Description

Vice President; Product Specialist

New York, New York

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!

Responsibilities

  • Understand client requirements and structure Asset Backed Securities transactions accordingly.

  • Interact with rating agencies, accountants, lawyers, syndicate and trading desks during the execution of the transaction.

  • Review various offering documents and run the process of getting the same reviewed by accountants and lawyers.

  • Complete end to end structuring of the transaction and make recommendations on how to improve structural efficiencies of the trade.

  • Use various software, both inhouse and external, to create the structure that will be distributed to Investors to assist them with their investment decisions.

  • Provide a detailed comparative analysis of the recommendations for inclusion into client, investor and rating agency presentations.

  • Interact with issuer and investor clients to explain structural nuances and results.

  • Price the transaction on behalf of our issuer clients once investors have confirmed the interest.

  • Build quantitative models to analyze default and prepayment forecasts and use performance modelling to run various rating agency stressed assumptions to help create optimal asset backed structures.

  • Price asset backed securities transactions and perform pre-deal process with lawyers, accountants, and rating agencies to develop a thorough understanding of various tax, legal and cost of capital considerations.

  • Collaborate with other functional groups including syndicate, banking during the execution of the transaction.

  • Use deep understanding of capital markets to help decide the best time to take deals to market and modify deal structures to suit the needs of various institutional investors.

  • Utilize Intex and Excel in creating Asset Backed Securitization structures and models to create securitization structures and run numerous rating agency stress tests.

Required Skills & Experience

  • Master's degree or equivalent in Engineering (any), Finance, Math or related; and

  • 3 years of experience in the job offered or a related quantitative occupation.

  • Must include 3 years of experience in each of the following:

  • Building quantitative models to analyze default and prepayment forecasts and using performance modelling to run various rating agency stressed assumptions to help create optimal asset backed structures;

  • Pricing asset backed securities transactions and performing pre-deal process with lawyers, accountants, and rating agencies to develop a thorough understanding of various tax, legal and cost of capital considerations;

  • Collaborating with other functional groups including syndicate, banking during the execution of the transaction;

  • Using deep understanding of capital markets to help decide the best time to take deals to market and modifying deal structures to suit the needs of various institutional investors; and,

  • Utilizing Intex and Excel in creating Asset Backed Securitization structures and models to create securitization structures and run numerous rating agency stress tests.

  • Up to 5% domestic and international travel, as necessary.

If interested apply online at www.bankofamerica.com/careers or email your resume to bofajobs@bofa.com and reference the job title of the role and requisition number.

Employer: BofA Securities, Inc.

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)

Pay and benefits information

Pay range

$225,000.00 - $235,000.00 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

Assistant Vice President; Quantitative Finance Analyst - Bank of America
Posted: Sep 25, 2024 04:29
New York, NY

Job Description

Assistant Vice President; Quantitative Finance Analyst

New York, New York

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!

RESPONSIBILITIES:

  • Measure counterparty credit risk for all lines of businesses in the Markets division covering all traded products.

  • Participate in constructing counterparty credit risk portfolio reviews along with specialized deep dives on specific counterparties.

  • Leverage expertise in counterparty credit risk management and traded products to highlight areas that warrant additional investigation, monitoring and discussion.

  • Perform analysis which will encompass a range of counterparty exposure management techniques such as potential future exposure, stress testing sensitivity analysis, wrong way risk, and CVA.

  • Maintain strong risk discipline and demonstrated ability to working across a variety of functions including trading, sales and credit risk.

  • Analyze and evaluate large and complex economic and financial datasets with analytical tools of Python, SQL, and R.

  • Use big data technologies SQL to handle and process large volumes of data produced by multiple data sources.

  • Develop and evaluate historical quantitative modeling and analytics projects in risk analytics and financial forecasting leveraging R and Python.

  • Employ data analytics and visualization tools of Tableau and VBA macros to build easy access analytical capabilities.

  • Implement advanced high-performance Python code for automation on the data generation, visualization of the reporting and auto distribution to management.

  • Remote work may be permitted within a commutable distance from the worksite.

REQUIRED SKILLS & EXPERIENCE :

  • Master's degree or equivalent in Finance, Mathematics, Statistics, or related; and

  • 2 years of experience in the job offered or a related quantitative occupation.

  • Must include 2 years of experience in each of the following:

  • Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL and R;

  • Using big data technologies SQL to handle and process large volumes of data produced by multiple data sources;

  • Developing and evaluating historical quantitative modeling and analytics projects in risk analytics and financial forecasting leveraging R and Python;

  • Employing data analytics and visualization tools of Tableau and VBA macros to build easy access analytical capabilities; and

  • Implementing advanced high-performance Python code for automation on the data generation, visualization of the reporting and auto distribution to management.

If interested apply online at www.bankofamerica.com/careers or email your resume to bofajobs@bofa.com and reference the job title of the role and requisition number.

EMPLOYER : Bank of America N.A.

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)

Pay and benefits information

Pay range

  • annualized salary, offers to be determined based on experience, education and skill set.

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

Investments Asset Transfer Processor - Bank of America
Posted: Sep 25, 2024 04:29
Hunt Valley, MD

Job Description

Investments Asset Transfer Processor

Hunt Valley, Maryland

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!

The Investment Asset Transfer Processor is responsible for reviewing and processing a variety of money & asset transfer requests for Bank of America/Merrill clients. Processing includes a thorough review of written transaction requests and employs a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company. For incomplete transaction requests, resolution is required either via outbound client or company contact or written correspondence, depending on the type of transaction and what information is missing.

Required Qualifications:

  • Problem Solving and Decision-Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems

  • Initiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others

  • Strong ownership and resolution skills

  • Good organizational and time management skills

Desired Qualifications:

  • Operations processing experience

  • Customer Service experience

  • Experience with money movement transactions

  • Ability to multi-task

Enterprise Job Description:

This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more complex problems to management.

Responsibilities:

  • Processes transactions according to established procedures and prescribed processes

  • Demonstrates operational discipline while handling routine and standard operational functions

  • Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry

  • Assists with phone calls, email boxes, and processing queues

Additional Skills Use:

  • Account Management

  • Adaptability

  • Customer and Client Focus

  • Data Collection and Entry

  • Process Effectiveness

  • Active Listening

  • Continuous Improvement

  • Customer Service Management

  • Data Quality Management

  • Result Orientation

  • Attention to Detail

  • Business Operations Management

  • Business Process Analysis

  • Critical Thinking

  • Process 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

Investments Asset Transfer Processor - Bank of America
Posted: Sep 25, 2024 04:29
Hunt Valley, MD

Job Description

Investments Asset Transfer Processor

Hunt Valley, Maryland

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!

The Investment Asset Transfer Processor is responsible for reviewing and processing a variety of money & asset transfer requests for Bank of America/Merrill clients. Processing includes a thorough review of written transaction requests and employs a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company. For incomplete transaction requests, resolution is required either via outbound client or company contact or written correspondence, depending on the type of transaction and what information is missing.

Required Qualifications:

  • Problem Solving and Decision-Making Skills: Ability to think analytically and effectively manage risk using strong research skills, applying best practices and leveraging past experiences to resolve problems

  • Initiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others

  • Strong ownership and resolution skills

  • Good organizational and time management skills

Desired Qualifications:

  • Operations processing experience

  • Customer Service experience

  • Experience with money movement transactions

  • Ability to multi-task

Enterprise Job Description:

This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include handling routine and standard transactions according to established procedures and prescribed processes in support of Merrill. Job expectations include referring more complex problems to management.

Responsibilities:

  • Processes transactions according to established procedures and prescribed processes

  • Demonstrates operational discipline while handling routine and standard operational functions

  • Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry

  • Assists with phone calls, email boxes, and processing queues

Additional Skills Use:

  • Account Management

  • Adaptability

  • Customer and Client Focus

  • Data Collection and Entry

  • Process Effectiveness

  • Active Listening

  • Continuous Improvement

  • Customer Service Management

  • Data Quality Management

  • Result Orientation

  • Attention to Detail

  • Business Operations Management

  • Business Process Analysis

  • Critical Thinking

  • Process 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

Research & Adjustments Rep III- National Service & Solutions - Bank of America
Posted: Sep 25, 2024 04:29
Fort Worth, TX

Job Description

Research & Adjustments Rep III- National Service & Solutions

Fort Worth, Texas

Job Description:

JOB DESCRIPTION:

This job is responsible for resolving research and adjustment inquiries within the bank's practices and procedures. Key responsibilities include investigating daily incoming research and adjustment inquiries, resolving differences, answering service requests and inquiries received from various channels, determining accounting entries, and making appropriate disposition. Job expectations include handling more complex and escalated cases that may have a large monetary value or are aged risk cases pending charge-off.

Line of Business Job Description:

The National Service and Solutions (NS&S) organization delivers high quality client care for clients experiencing difficult life events and for complex situations involving high risks, multiple products, and unique client needs. NS&S is committed to continuous improvement of their processes and skill development for their employees.

Within NS&S, the CD/IRA team supports transactions for the Certificate of Deposit (CD) and Individual Retirement Account (IRA) products. These products are complex and highly regulated. Transactions include ownership transfer, trustee transfer, tax reporting and corrections, monetary exceptions, and account maintenance.

RESPONSIBILITIES

  • Assists peers and leadership with resolving complex, time sensitive exceptions

  • Handles escalations received from business partners by providing clean concise communication through email and phone

  • Contributes to improving process efficiencies by supporting the review and validation of departmental procedures

  • Performs routine or complex account maintenance depending on client account type

  • Maintains high-volume portfolios

  • Documents actions taken on behalf of the client

  • Delivers a positive client experience based on one of the enterprise Client Care pillars - Get it Right - to ensure accurate processing the first time

  • Independently manages a work queue according to deadlines and deliverables dictated by service level agreement timelines, taxing authority deadlines, or business procedures

  • Determines if each request is valid and identifies the process needed to fulfill the request

  • Makes reasonable decisions about how to fulfill requests based on balancing the request of the customer with bank guidelines that maximize client satisfaction while minimizing bank risks and penalties

  • Executes the intricate process to fulfill the request using multiple systems and correcting for out of balance and out of compliance scenarios as directed by the product or by regulations governing the product transactions

  • Accurately documents activity and responds to partners using proper business formats and grammar/spelling/punctuation

  • As each team member gains expertise, team members assist each other with challenging scenarios, conduct procedure reviews, may provide information for project teams and other activities as requestedDuring every document review, a Research & Adjustment Representative:

During every document review, a Research & Adjustment Representative:

  • Delivers a positive client experience based on enterprise Client Care pillars - Take Ownership, Act with Empathy, Make it Easy, Get it Right

  • Gains a full understanding of the client's situation and options for meeting the client's needs by carefully reviewing existing accounts, information submitted by the FC partner and supporting documents using multiple systems

  • Provides a recommended course of action that is compliant with all guidelines and is in the client's best interest

  • Maintains adherence to service level agreements and all laws, rules and regulations

REQUIRED QUALIFICATIONS:

  • 1+ years of experience working with clients and handling difficult client situation in a service setting such as banking, food service, retail, sales etc.

  • Basic understanding of banking product and operations

  • Ability to read and comprehend legal documents to ensure guidelines are met

  • Ability to closely follow complicated procedures that contain guidance regarding document acceptability, including those procedures that are state-specific.

  • Strong, accurate written communication skills to clearly document activity in proper business writing in systems of record and in correspondence with others

  • A desire to advocate for internal/external clients to meet and exceed their expectations (Customer focus)

  • Interpersonal verbal communication skills that build rapport and trust, deliver information in an easy to understand manner, and clearly articulate why a solution is the best course of action

  • Ability to breakdown complex problems into sequential priorities and then select solutions to resolve the entire problem (Analytical, critical and design thinking)

  • Seeks opportunities to improve depth/breadth of knowledge and personal performance (Desire to learn)

  • Ability to leverage multiple software applications to execute an intricate process

  • Ability to remain current with iterative software and process updates

SKILLS:

  • Attention to Detail

  • Critical Thinking

  • Customer and Client Focus

  • Pipeline Management

  • Research

  • Active Listening

  • Decision Making

  • Problem Solving

  • Written Communications

  • Adaptability

  • Collaboration

  • Risk 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

Sr Customer Service Specialist - Bank of America
Posted: Sep 25, 2024 04:29
Fort Worth, TX

Job Description

Sr Customer Service Specialist

Fort Worth, 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:

National Service & Solutions is a specialized contact area within Global Operations supporting high risk and complex activities. Call Center agents are responsible for providing Consumer and Small Business Deposit product problem handling and escalation support for Financial Centers (FC), clients (internal and external) and third parties. Key responsibilities include performing routine and complex account maintenance, solving problems, investigating a range of issues and requests that require gathering information, setting expectations, and working with other support organizations to fulfill the request, while delivering expert client care. Job expectations include adhering to established Service Level Agreements and handling escalated issues by navigating the bank while mastering multiple systems to resolve client requests.

RESPONSIBILITIES:

  • Answers phone calls within service levels

  • Provide a thorough level of service using Art of Language techniques to ensure a positive client experience

  • Engages clients by initiating conversation, building rapport, handling objections, and explaining complex scenarios

  • Researches accounts and performs account maintenance

  • Documents call interactions with precision

  • Analyzes and resolves customer inquiries while providing a positive customer experience through creative solutions

  • Adapts to ongoing change and learns new technology and processes

  • Receives ongoing feedback and coaching to drive performance improvements

REQUIRED QUALIFICATIONS:

Strong attention to detail

Ability to multi task and navigate multiple systems at once

Experience with client interaction

DESIRED QUALIFICATIONS:

Knowledge of bank products and services

Call center experience preferred

Experience with handling client complaints and providing appropriate solutions to ensure resolution.

SKILLS:

- Active Listening

- Attention to Detail

- Critical Thinking

- Decision Making

- Oral Communications

- Recording/Organizing Information

- Conflict Management

- Problem Solving

- Research

- Written Communications

- Customer Service Management

- Customer and Client Focus

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

Sr Cust Serv Specialist - Estate Servicing Operations - Bank of America
Posted: Sep 25, 2024 04:29
Phoenix, AZ

Job Description

Sr Cust Serv Specialist - Estate Servicing Operations

Phoenix, Arizona

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:

National Service & Solutions is a specialized contact area within Global Operations supporting high risk and complex activities. Call Center agents are responsible for providing Consumer and Small Business Deposit product problem handling and escalation support for Financial Centers (FC), clients (internal and external) and third parties. Key responsibilities include performing routine and complex account maintenance, solving problems, investigating a range of issues and requests that require gathering information, setting expectations, and working with other support organizations to fulfill the request, while delivering expert client care. Job expectations include adhering to established Service Level Agreements and handling escalated issues by navigating the bank while mastering multiple systems to resolve client requests.

RESPONSIBILITIES:

  • Answers phone calls within service levels

  • Provide a thorough level of service using Art of Language techniques to ensure a positive client experience

  • Engages clients by initiating conversation, building rapport, handling objections, and explaining complex scenarios

  • Researches accounts and performs account maintenance

  • Documents call interactions with precision

  • Analyzes and resolves customer inquiries while providing a positive customer experience through creative solutions

  • Adapts to ongoing change and learns new technology and processes

  • Receives ongoing feedback and coaching to drive performance improvements

REQUIRED QUALIFICATIONS:

Strong attention to detail

Ability to multi task and navigate multiple systems at once

Experience with client interaction

DESIRED QUALIFICATIONS:

Knowledge of bank products and services

Call center experience preferred

Experience with handling client complaints and providing appropriate solutions to ensure resolution.

SKILLS:

- Active Listening

- Attention to Detail

- Critical Thinking

- Decision Making

- Oral Communications

- Recording/Organizing Information

- Conflict Management

- Problem Solving

- Research

- Written Communications

- Customer Service Management

- Customer and Client Focus

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

Senior Audit Manager - Data Governance - Bank of America
Posted: Sep 25, 2024 04:29
Charlotte, NC

Job Description

Senior Audit Manager - Data Governance

Charlotte, North Carolina;Stamford, Connecticut; Atlanta, Georgia; East Hartford, Connecticut; 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:

As a member of the Data Governance (DG) Audit team, the candidate will be accountable for managing and executing audit programs designed to measure and report on enterprise data management and records management policies and governance. Implements and communicates Corporate Audits mission, goals, and strategies. Responsible for developing a data audit plan including proper assessment and coverage of risks, including emerging risks. Demonstrates critical thinking, strategic mindset and leads and supports change. Executes assigned components of the audit plan in a timely manner, within quality standards and in conformance to audit policies and procedures. Assesses issues for impact to business processes, controls, and strategies, assigns severity ratings and escalates broad themes or trends. Produces quality and timely audit reports that summarize results of an audit to management. Manages business partner relationships for areas of responsibility, primary engagement with line management. Exercises critical thinking and judgment to effectively influence management to improve the control environment. Participates in communication with regulatory agencies. Manages performance of the team, including expense management. Provides effective and frequent coaching and development to assigned audit team. Responsible for development, retention, and personnel management issues. Fosters an inclusive work environment.

Responsibilities:

  • As part of management team, candidate will manage day to day activities of resources, multiple bodies of work, review documentation of work completed, manage relationship with stakeholders, escalate concerns timely with leadership, and design data strategy for the areas of support.

  • Subject matter expertise in data and records management, related enterprise governance program, and the associated risks and controls

  • Solid business understanding of application of data management risks within a large financial institution.

  • Plan, perform, and lead audit reviews related to enterprise data and records management governance programs

  • Support aggregation of data management ratings across the division and audit reviews of data management governance reviews of vertical business lines

  • Responsible for leading responses for regulatory requests, including creating presentation materials, as part of ongoing regulatory exams.

  • As required, engage with regulators to walk through validation work.

  • Manage staff during audit engagements and provide feedback on work performed.

  • Design and perform data governance audit, including identifying and defining issues, reviewing and analyzing evidence, and documenting processes.

  • Challenge LOB to ensure that the remediation is comprehensive and sustainable

  • Leverage risk mindset and influence LOB leaders to drive proper remediation of regulatory gaps

  • Develop test plans designed to address the risk and root cause of the issue

  • Reviewing the work performed by their team including coaching associates

  • Work with leadership to effectively prioritize issues that may be past due or high risk

  • Effectively manage time to complete assigned issues within a reasonable timeframe

  • Proactively communicate status, escalate challenges and findings

  • Establish and maintain business partner relationships

  • Actively support peers and broader team during issue validation and other work

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

Required Qualifications

  • College degree required or equivalent work experience

  • Minimum 8 years of audit experience in Audit or Risk/Control Management areas in financial services industry

  • Minimum 5 years of experience with data management or data governance topics

Desired Qualifications

  • Knowledge of Bank of America business processes and application systems

  • Analytical / Automation Skills (i.e., SQL, Alteryx, Excel)

  • Advanced degree or certifications (i.e., CIA, CISA)

  • Technology risk and/or Information Technology experience

  • Project management experience

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 - CT - Stamford - 600 Washington Blvd (CT2561), 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

Quality Assurance Specialist for Global Regulatory Reporting - US - Bank of America
Posted: Sep 25, 2024 04:29
Charlotte, NC

Job Description

Quality Assurance Specialist for Global Regulatory Reporting - US

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:

This job is responsible for assisting in providing risk oversight and advice to the Line of Business (LOB) on risk management issues. Key responsibilities include monitoring and adhering to risk management policies, limits, standards, controls, metrics and thresholds within the defined corporate standards, assisting in conducting execution of risk framework activities including independent monitoring and testing of controls and risk management processes for the LOB. Job expectations include the ability to recognize all risk categories including credit, market, operational, and compliance.

This role aligns to the Global Regulatory Reporting (GRR) Team within the CFO Global Financial Control (GFC) department. GRR's purpose is to drive high quality regulatory reports through operationally efficient processes to support the production of various regulatory reports as required by Regulatory authorities. The primary responsibility for this role is assist the Quality Assurance (QA) manager in the build out of the function for GRR-US. This individual would partner with teams across locations and will work closely and regulatory reporting Subject Matter Experts (SMEs). The role will have responsibility for reviewing GRR's end to end processes to perform independent QA testing activities (e.g.. Controls, Conformance, Data Profiling testing) to ensure accurate and well-controlled reporting and for reviewing results of testing performed by teams l. The QA team will rotate through GRR's submissions and will be expected to identify, define, and implement Operational Excellence opportunities.

Responsibilities:

  • Assists in establishing and overseeing the risk management governance structure for the Line of Business (LOB)

  • Assists in conducting execution of risk framework activities including monitoring and testing of controls and risk management processes for the LOB

  • Liaisons with businesses to understand market trends and impacts on portfolio, using knowledge of stress testing and its applicability to risk categories

  • Ensures adherence to the policies and procedures established by the company

  • Supports the management of risk requests, breach remediations and providing risk effective challenges for front line units

  • Assists in the planning, coordination and management of the day-to-day execution of the Global Regulatory Reporting In-Line Quality Assurance program and develop a sustainable operating model, including coverage for US regulatory reports

  • Assists in creation of an intake process and prepare test calendar,including risk assessment methodology, resource plans, test schedule for internal socialization and approval with Report Owners and GRR Executives

  • Assists in creation of a standardized, scalable approach for test setup, scoping, sample selection that can be replicated each test cycle

  • Manages and monitors a detailed inventory of test scripts for each test type to verify accuracy, consistency and completeness of GRR's end to end reporting production process

  • Executes pre and post-submission test scripts and publish test results within defined SLAs

  • Validates and publishes test findings, including thematic observations and repeat errors

  • Reports on metrics to monitor performance, success criteria and results of the in-line QA program

  • Identifies opportunities to deliver continuous improvement to scale program and deploy use of advanced technologies to drive efficiency and growth

  • Develops/maintains integrated workplans, create executive status reports and other executive presentations/reporting and track program progress

  • Represents the program in various governance and inter-department forums, as appropriate

Skills:

  • Critical Thinking

  • Ability to think end-to-end

  • Control minded, asks questions

  • Self-motivated and self-directed

  • Excellent time management skills, works under deadlines

  • Decision Making

  • Executive Presence

  • Talent Development

  • Issue Management

  • Oral Communications

  • Written Communications

  • Analytical Thinking

  • Presentation Skills

  • Regulatory Compliance

  • Automation

  • Data and Trend Analysis

  • Interpret Relevant Laws, Rules and Regulations

Required Qualifications:

  • 7-10+ years' experience in regulatory reporting and an understanding of our regulatory environment

  • Ability to execute against large, integrated project workplans

  • Ability to create executive status reports and other executive presentations/reporting and tracking program/project progress

  • Ensure issues/risks are proactively identified, appropriately escalated and include alternative approaches/mitigation plans and manage

  • Demonstrates a healthy skepticism and ability to develop effective testing approaches in a regulatory reporting environment

  • Strong controls mindset with ability to perform root cause analysis and design adequate solutions

  • Strong written and verbal communication

  • Committed to continuous improvement of processes to maximize effectiveness and improve efficiency, including leveraging emerging technologies

  • Demonstrated ability to interact with 2nd and 3rd lines of defense in a constructive manner

  • Proven ability to work in a collaborative environment to achieve stated objectives

Desired Qualifications:

  • CPA or equivalent work experience

  • Prior audit, testing or issue management experience

  • Experience in providing thought leadership and ability to lead without direct authority

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 04:29
Plano, TX

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

Business Executive Operations - Global Payments Operations - Bank of America
Posted: Sep 25, 2024 04:29
Charlotte, NC

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

Mainframe DB2 Database Administrator - Bank of America
Posted: Sep 25, 2024 04:29
Plano, TX

Job Description

Mainframe DB2 Database Administrator

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 tool and service designs within a technical domain that enable business strategies in accordance with architectural governance, standards and policies. Key responsibilities include creating infrastructure tools and their integration as a service, facilitating deployment of technical solutions by developing templates, playbooks and automation used during implementation. Job expectations include looking for opportunities to improve efficiency when implementing and maintaining tools/services and embracing a culture of innovation and continuous improvement.

Overview:

Supports all aspects of database security within the mainframe DB2/IMS environments. Manages the security resources protecting DBA assets and security profiles required for DBA support role; builds/maintains controls to monitor GIS Baseline and Standard compliance; remediates non-compliance or other identified risk; manages evidence collection; responds to risk/audit/regulatory requests; provides regular input to governance forums and other required metrics; enhances/automates controls; maintains control playbooks and process documentation.

Demonstrates a passion for process design/build and to reduce toil through automation. Must be able to communicate across differing audiences including infrastructure support teams, application DBAs, application developers, GIS (Global Information Security) and management staff. Capable of developing technical solution requirements and lead individual or small team initiatives. Capable of mentoring new talent joining the team or learning the technology.

Responsibilities:

  • Provides subject matter expertise and consulting services on a range of technologies and assists Technical Analysts and Infrastructure Engineers to ensure that technology solutions comply with enterprise system design and engineering standards

  • Assists with translating business requirements into technical definitions, reference models, blueprints, and playbooks for deployment in compliance with architecture standards and policies

  • Assists in the evaluation of reference models, blueprints and playbooks to ensure they are fit for purpose

  • Develops software solutions to address manual and repeatable work or inefficient processes

  • Conducts on-site evaluations of third-party products being considered for firm adoption

  • Promotes an inclusive and healthy working environment and helps to resolve organizational impediments/blockers

  • Contributes to the creation/selection of functional and non-functional product evaluation requirements within and across domains

Required Qualifications:

  • 10+ years industry experience or equivalent skills in design and development of applications and services.

  • Mainframe z/OS, JCL, TSO, ISPF, and IBM Utilities i.e., IEBCOPY, IEBGENER, etc.

  • DB2 DBA background with a minimum of 7-9 of experience

  • Working knowledge of DB2 database security

  • Basic understanding of RACF security manager

  • Strong REXX skills

  • Working knowledge of Remedy and the Enterprise Change Management process

  • Good communication skills both written and oral

  • The successful candidate will be required (after suitable training) to provide oncall and/or off hours support as necessary

  • Bachelor's degree, preferably in a Computer Science or related field

Desired Qualifications:

  • Basic understanding of ACF2 managed security

  • Background or knowledge of IMS Database Subsystems

  • Visio for flowchart development

  • Verbal and technical writing skill using MS Office for engineering and management presentation.

Skills:

  • Analytical Thinking

  • Application Development

  • Automation

  • Production Support

  • Risk Management

  • Adaptability

  • Business Acumen

  • DevOps Practices

  • Solution Delivery Process

  • Solution Design

  • Architecture

  • Collaboration

  • Innovative Thinking

  • Stakeholder 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

Quality Assurance Lead for Global Regulatory Reporting - US - Bank of America
Posted: Sep 25, 2024 04:29
Charlotte, NC

Job Description

Quality Assurance Lead for Global Regulatory Reporting - US

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 providing risk oversight and advice and counsel to the LOB. Establish risk management policies, limits, standards, controls, metrics and thresholds within the defined corporate standards. Ability to recognize all risk categories including credit, market, operational and compliance and bringing appropriate risk expertise as needed. Accountable for conducting execution of risk framework activities including, but not limited to, independent monitoring and testing of controls and risk management processes for the LOB. Establish and oversee the risk management governance structure for the LOB.

This role aligns to the Global Regulatory Reporting (GRR) Team within the CFO Global Financial Control (GFC) department. GRR's purpose is to drive high quality regulatory reports through operationally efficient processes to support the production of various regulatory reports as required by Regulatory authorities. The primary responsibility for this role is to build and manage the Quality Assurance (QA) function for GRR-US. This individual would lead a matrix team across locations and will work closely and regulatory reporting Subject Matter Experts (SMEs). The role will have responsibility for reviewing GRR's end to end processes to perform independent QA testing activities (e.g.. Controls, Conformance, Data Profiling testing) to ensure accurate and well-controlled reporting. The QA team will rotate through GRR's submissions and will be expected to identify, define, and implement Operational Excellence opportunities.

Responsibilities:

  • Plan, coordinate and manage the day-to-day execution of the Global Regulatory Reporting In-Line Quality Assurance program and develop a sustainable operating model, including coverage for US regulatory reports

  • Create intake process and prepare test calendar, including risk assessment methodology, resource plans, test schedule for internal socialization and approval with Report Owners and GRR Executives

  • Establish a standardized, scalable approach for test setup, scoping, sample selection that can be replicated each test cycle

  • Create a detailed inventory of test scripts for each test type to verify accuracy, consistency and completeness of GRR's end to end reporting production process

  • Execute pre and post-submission test plans and publish test results within defined SLAs

  • Develop standard approach to validate and publish test findings, including thematic observations and repeat errors

  • Establish metrics to monitor performance, success criteria and results of the in-line QA program

  • Identify opportunities to deliver continuous improvement to scale program and deploy use of advanced technologies to drive efficiency and growth

  • Develop/maintain integrated workplans, create executive status reports and other executive presentations/reporting and track program progress

  • Communicate, influence and negotiate both vertically and horizontally to obtain partnership and engagement required to deliver program deliverables

  • Represent the program in various governance and inter-department forums, as appropriate

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: Models an inclusive environment for employees and clients, aligned to company D&I goals.

  • Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

  • Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

  • Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

  • People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

  • Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

  • Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

  • Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Skills:

  • Critical Thinking

  • Ability to think end-to-end

  • Control minded, asks questions

  • Self-motivated and self-directed

  • Excellent time management skills, works under deadlines

  • Decision Making

  • Executive Presence

  • Talent Development

  • Issue Management

  • Oral Communications

  • Written Communications

  • Analytical Thinking

  • Presentation Skills

  • Regulatory Compliance

  • Automation

  • Data and Trend Analysis

  • Interpret Relevant Laws, Rules and Regulations

Required Qualifications:

  • 10-15+ years experience in regulatory reporting and an understanding of our regulatory environment

  • Proven direct leadership experience of managing a team

  • Develop/maintain large integrated project workplans, initiating implementation programs, creating executive status reports and other executive presentations/reporting and tracking program/project progress

  • Ensure issues/risks are proactively identified, appropriately escalated and include alternative approaches/mitigation plans and manage

  • Demonstrates a healthy skepticism and ability to develop effective testing approaches in a regulatory reporting environment

  • Strong controls mindset with ability to perform root cause analysis and design adequate solutions

  • Strong written and verbal communication

  • Committed to continuous improvement of processes to maximize effectiveness and improve efficiency, including leveraging emerging technologies

  • Demonstrated ability to interact with 2nd and 3rd lines of defense in a constructive manner

  • Proven ability to work in a collaborative environment to achieve stated objectives

Desired Qualifications:

  • Master's degree, CPA or equivalent work experience

  • Prior audit, testing or issue management experience

  • Experience in providing thought leadership and ability to lead without direct authority

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

GWIM Custom Lending Senior Credit Underwriter - Bank of America
Posted: Sep 25, 2024 04:29
Charlotte, NC

Job Description

GWIM Custom Lending Senior Credit Underwriter

Charlotte, North Carolina

Job Description:

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 aligned with a Credit Executive in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, and managing a portfolio of existing lending relationships. Key responsibilities include performing and documenting financial analysis for credit approval of ultra-high-net-worth clients (individuals, family offices, trusts, special wealth vehicles, etc.) in compliance with policy, procedures, and Global Wealth and Investment Management underwriting standards and guidelines.

The purpose of the SCU is to use key financial measures and a consistent, structured financial approach to underwrite custom lending requests and mange a loan portfolio in alignment with our risk appetite, policies, and procedures.

Responsibilities:

  • Supports loan growth through high-quality underwriting activities

  • Develops, deepens, and sustains a value-driven relationship with Line of Business partners, while building credibility

  • Collaborates with Sales, Risk, Operations, and Portfolio Management to execute underwriting approval documents for custom lending transactions (new, renewal, modification) in a timely and accurate manner, while aligning to the bank's policy and procedures

  • Prepares concise written analysis of custom lending transactions, accurately detailing the client financial status, identifying, and mitigating key credit risks and mitigants, and documenting the terms and conditions of the transaction correctly

  • Identifies, escalates, and debates data quality, regulatory, and/or policy breach issues, while delivering accurate and consistent data

  • Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits

Skills :

  • Active Listening

  • Credit Documentation Requirements

  • Credit and Risk Assessment

  • Financial Analysis

  • Underwriting

  • Analytical Thinking

  • Attention to Detail

  • Loan Structuring

  • Portfolio Analysis

  • Written Communications

  • Collaboration

  • Collateral Management

  • Continuous Improvement

  • Decision Making

  • Portfolio Management

Required Qualifications:

  • Strong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams

  • 3-5+ years of commercial/private wealth management credit experience

  • Strong negotiation and communication skills

  • Proficiency in Word, Excel and PowerPoint

  • Excellent interpersonal skills and the ability to build business partnerships with risk, services and client teams who may not be co-located

Desired Qualifications:

  • Formal Credit Training and/or Commercial/Wealth Management credit experience preferred

  • Bachelor's degree in business administration, finance, accounting, or economics preferred or equivalent experience

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

Audit Manager - Data Quality - Bank of America
Posted: Sep 25, 2024 04:29
Charlotte, NC

Job Description

Audit Manager - Data Quality

Charlotte, North Carolina;Stamford, Connecticut; Atlanta, Georgia; Providence, Rhode Island; Wilmington, Delaware; 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:

As a member of the Data Quality (DQ) Audit team, the candidate will execute audit programs designed to measure and report on data risk across the enterprise. Will act as a senior resource and will lead audit engagements and guide junior team members. Will provide independent analysis of control effectiveness based on regulatory requirements, industry best-practices, and company policies & standards. Demonstrates strategic thinking and supports change. Executes audit testing is done timely and within conformance to audit policies, standards, and procedures. Drafts quality and timely audit reports and shares results with Technology leaders. Manages Technology partner relationships when conducting specific audits; Exercises critical thinking and judgment to effectively influence management to improve the control environment.When leading an audit engagement, is responsible for day to day coaching, mentoring, and performance feedback. Fosters an inclusive work environment.

Responsibilities:

Responsible for developing, leading, and executing an audit program designed to independently validate the completeness and accuracy of data across the enterprise. Typically works on projects of moderate to high complexity that would involve learning, as candidate will be responsible for testing the completeness and accuracy of data from point of origin, to systems of record, through business use (e.g. reporting) by independently querying systems data. Should have the ability to perform high quality, risk-focused fieldwork, in accordance with Corporate Audit methodologies and standards in order to identify meaningful issues, risks and other exposures as it relates to data and as outlined in the Enterprise Data Management standard.

Candidate will create / maintain accurate and clear work documents and is expected to complete tasks efficiently (on time and accurately). Also, will work with team to provide input to draft quality audit reports and supports sharing audit results with business leaders. Exercises critical thinking and judgment to effectively influence management to improve the control environment. Actively supports peers and audit team with development as part of on the job training during audit execution. Fosters a positive and inclusive work environment. Assists with the ownership of key regulatory matters related to data management. Strong problem solving, critical thinking, communication and project management skills are required

Skills:

  • Analytical Thinking

  • Audit Planning

  • Internal Audit Review

  • Issue Management

  • Risk Management

  • Business Acumen

  • Coaching

  • Project Management

  • Relationship Building

  • Written Communications

  • Attention to Detail

  • Automation

  • Critical Thinking

  • Technical Documentation

Required Qualifications

  • College degree required or equivalent work experience

  • Minimum 4+ years of Audit, Risk, Data or other relevant experience

  • 4+ years of prior data experience (i.e. analytics; data mining; automation)

Desired Qualifications

  • Knowledge of Bank of America business processes and application systems

  • Analytical / Automation Skills (i.e., SQL, Alteryx, Excel)

  • Advanced degree or certifications (i.e., CIA, CISA)

  • Technology risk and/or Information Technology experience

  • Project management experience

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CT - Hartford - 185 ASYLUM ST - CITY PLACE 1 (CT2500), US - CT - Stamford - 600 Washington Blvd (CT2561), 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 04:29
Charlotte, NC

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

Audit Manager - Consumer Compliance - Bank of America
Posted: Sep 25, 2024 04:29
Charlotte, NC

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