Company Detail

Wealth Strategies Advisor - Bank of America
Posted: Sep 21, 2024 04:45
New York, NY

Job Description

Wealth Strategies Advisor

Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, 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!

Job Description:

Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for U/HNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the U/HNW client segment, or provide service to clients. Assist with the retention of U/HNW relationships.

Job Responsibilities

  • Leads the wealth planning engagement process with clients from start to finish. This includes leading the new business review and onboarding process for initial and successor trustee appointments and managed agency services.

  • Develops holistic, integrated planning strategies that incorporate how Bank of America can help implement those strategies in concert with the clients' advisors, where appropriate.

  • Expands existing client relationships and helps Merrill advisors acquire new assets with high- or ultra-high net worth clients and prospects who are interested in wealth planning.

  • Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning.

  • Stays up to date with major developments in trust, estate/wealth transfer and financial planning, while following current and proposed tax legislation and understanding the impact on clients.

  • Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/tax minimization needs of these clients.

Desired Skills:

  • Knowledge of multiple aspects of Wealth Strategy and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, accounting and taxes, sophisticated retirement planning, fiduciary investing and administration.

  • Ability to translate and communicate complex concepts and strategies to varied audiences (clients, advisors, attorneys, accountants, internal partners).

  • Proactive and creative approach to problem solving and skill in achieving client goals while adhering to Bank policy/risk profile.

  • Consultative influence skills with strong active listening and discovery abilities.

  • Professional presentation, communication, and relationship management skills and ability to influence decision making

  • Collaborative and able to work well in a team environment.

  • Self-starter with ability to work under pressure with minimal hands-on direction.

Desired Qualifications:

  • 5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients).

  • Proven track record of successful sales experience working with high net worth and ultra-high net worth clients.

  • JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred.

Skills:

  • Business Development

  • Critical Thinking

  • Oral Communications

  • Presentation Skills

  • Wealth Planning

  • Active Listening

  • Collaboration

  • Customer and Client Focus

  • Pipeline Management

  • Written Communications

  • Adaptability

  • Attention to Detail

  • Issue Management

  • Prioritization

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529), US - NY - New York - 115 W 42nd St - BANK OF AMERICA TOWER AT ONE BRYANT PARK (NY5362)

Pay and benefits information

Pay range

$200,000.00 - $225,000.00 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

Relationship Banker - Bank of America
Posted: Sep 21, 2024 04:45
Grosse Pointe Woods, MI

Job Description

Relationship Banker

Dearborn, Michigan;Grosse Pointe Woods, Michigan

Job Description:

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

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

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

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

Job Description:

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

Responsibilities:

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

- Builds relationships with clients to meet financial needs

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

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

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

- Drives the client experience

- Manages cash responsibilities

Required Qualifications:

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

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

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

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

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

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

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

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

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

- Efficiently manages time and capacity.

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

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

Desired Qualifications:

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

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

- Six months of cash handling experience.

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

Skills:

- Adaptability

- Business Acumen

- Customer and Client Focus

- Oral Communications

- Problem Solving

- Account Management

- Client Experience Branding

- Client Management

- Client Solutions Advisory

- Relationship Building

- Business Development

- Pipeline Management

- Prospecting

- Referral Identification

- Referral Management

Minimum Education Requirement:

- High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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



Job Detail

Senior Delivery Lead - Cloud Regulatory Compliance - Bank of America
Posted: Sep 21, 2024 04:45
Richmond, VA

Job Description

Senior Delivery Lead - Cloud Regulatory Compliance

Atlanta, Georgia;Richmond, Virginia; Charlotte, North Carolina; Plano, Texas; Jersey City, New Jersey

Job Description:

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

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

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

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

Job Description:

This job is responsible for planning and coordinating the execution of large program deliverables which requires engagement across multiple organizations. Key responsibilities include communicating target outcomes, coordinating delivery, resource planning, providing visibility of program health, and managing program risks, compliance and financials. Job expectations include ensuring delivery meets the client's expectations in terms of the target outcomes, timeline, and cost and facilitating sync points between business and technology leaders and Risk and Compliance partners.

Position Summary:

This role is within the Cloud Governance team that manage the end to end process of Regulatory impacts to the Cloud defined by Laws, Rules, and Regulations (LRR's). The role ensures compliance with applicable LRR's and internal policies and procedures to reduce exposure to financial loss, reputation harm or regulatory sanctions. The role will also have responsibility for the evaluation, mapping and alignment to common cloud industry standards.

Primary Responsibilities:

  • The Cloud Governance role will be responsible for monitoring of the Compliance alert queue to ensure timely notifications are being met in accordance with the Laws Rules and Regulations that align to Cloud/Cloud Service Providers.

  • The investigation/review of the Cloud Controls to understand impacted Controls and review of Cloud Inventory to ensure timely compliance to the LRR has occurred.

  • The communication of new LRRs as the landscape of Cloud changes to management

  • Conducting assessments of current and new global regulatory requirements related to cloud, identifying gaps and providing recommended remediation actions.

  • Development of appropriate mappings of bank and third party managed cloud controls to specific regulatory requirements.

  • Enable the Bank's Cloud Strategy while maintaining compliance with policies, controls, and regulations, driving operational excellence and industry best practices for financial services cloud computing

Responsibilities:

  • Leads and coordinates routines to support delivery of large programs, such as kick-offs, status reviews, stakeholder meetings, change controls, and tollgates

  • Broadens relationships with business and technology leaders across multiple organizations, as well as Compliance and Risk

  • Establishes target outcomes in partnership with stakeholders and leaders

  • Tracks success metrics and provides status updates to stakeholders and leadership pertaining to the target outcomes, delivery, performance, risks, issues, and schedule

  • Collaborates with sponsors and stakeholders to ensure that execution is aligned with deliverable requirements

  • Manages program financials and supports resource planning

  • Ensures adherence with Enterprise Change Management standards

  • Enable the Bank's Cloud Strategy while maintaining compliance with policies, controls, and regulations, driving operational excellence and industry best practices for financial services cloud computing

Required Qualifications

  • Competent in the interpretation of laws, rules, regulations (LRR's)

  • 5-10 years' experience working in a compliance/regulatory setting

  • Critical Thinking - Manage by Fact

  • Ability to balance risks in ambiguous and complex situations

  • Drive continual service improvement

  • Excellent communication skills

  • Experience in data protection and legal compliance

  • Highly motivated to contribute and grow within a complex area of emerging importance

Desired Qualifications

  • Knowledge of global cloud and third-party outsourcing regulations related to financial services firms

  • Knowledge of CSM - CCM/CAIQ and CRI - Cloud Profile 2.0

  • Knowledge of Cloud Security Review Process and Permit to Send

  • Knowledge of NIST(National Institute of Standards & Technology), Cloud related frameworks and regulations related BofA policies and standards

  • Industry certifications such as CSA CCSK/CCAK, ISC2 CCSP, AWS/Microsoft/Google CSP specific cloud knowledge certifications

Skills:

  • Collaboration

  • Project Management

  • Result Orientation

  • Solution Delivery Process

  • Stakeholder Management

  • Analytical Thinking

  • Business Acumen

  • Financial Management

  • Influence

  • Risk Management

  • Agile Practices

  • Architecture

  • Data Management

  • Solution Design

  • Technical Strategy Development

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

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

Pay and benefits information

Pay range

$115,000.00 - $190,000.00 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 21, 2024 04:45
Atlanta, GA

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 of progressive experience in developing, managing, testing and reporting on models related to financial crimes compliance, or equivalent, in financial institutions, software service providers, technology companies, etc.

  • Ability to recruit, hire, train and lead a team of model developers, product owners, program managers and technicians in the oversight of models for transaction monitoring management.

  • Demonstrated 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 Advanced programming skills in Python, SAS or SQL

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

Skills:

  • Change Management

  • Decision Making

  • External Resource Management

  • Regulatory Compliance

  • Strategy Planning and Development

  • Issue Management

  • Policies, Procedures, and Guidelines Management

  • Risk Management

  • Talent Development

  • Written Communications

  • Coaching

  • Fraud Management

  • Inclusive Leadership

  • Investigation Management

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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



Job Detail

Merchant Consultant - San Diego/Escondido Market - Bank of America
Posted: Sep 21, 2024 04:45
Bonita, CA

Job Description

Merchant Consultant - San Diego/Escondido Market

Escondido, California;San Marcos, California; Chula Vista, California; Bonita, California

Job Description:

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

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

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

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

Job Description:

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

Responsibilities:

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

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

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

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

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

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

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

Skills:

  • Client Experience Branding

  • Client Solutions Advisory

  • Customer and Client Focus

  • Payment Processing

  • Pipeline Management

  • Consulting

  • Credit Documentation Requirements

  • Oral Communications

  • Referral Management

  • Written Communications

  • Financial Analysis

  • Interpret Relevant Laws, Rules, and Regulations

  • Issue Management

  • Prospecting

Required Qualifications:

  • Customer focus

  • Relationship building

  • Oral & Written communication

  • Consultative sales

  • Pipeline management

  • Problem solving

  • Teamwork

  • Time management

  • Presentation skills

  • Outside sales and referral sales

  • Technical expertise

  • 2+ years of sales experience

Desired Qualifications:

  • Merchant products and solutions

  • Multi-lingual ability is a plus

  • High school diploma

  • CRM (Client Relationship Management System)

  • Industry business acumen

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Bonita - 4420 Bonita Rd - BONITA BC (CA0171), US - CA - Chula Vista - 801 3rd Ave - THIRD AND K BC (CA0141), US - CA - Escondido - 220 S Escondido Blvd - Escondido Main (CA0111), US - CA - San Marcos - 601 S Rancho Santa Fe Rd - San Marcos BC (CA0169)

Pay and benefits information

Pay range

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

Discretionary incentive eligible

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

Benefits

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

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

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

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

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

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

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

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



Job Detail

Merchant Consultant - San Diego/Escondido Market - Bank of America
Posted: Sep 21, 2024 04:45
Chula Vista, CA

Job Description

Merchant Consultant - San Diego/Escondido Market

Escondido, California;San Marcos, California; Chula Vista, California; Bonita, California

Job Description:

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

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

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

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

Job Description:

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

Responsibilities:

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

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

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

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

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

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

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

Skills:

  • Client Experience Branding

  • Client Solutions Advisory

  • Customer and Client Focus

  • Payment Processing

  • Pipeline Management

  • Consulting

  • Credit Documentation Requirements

  • Oral Communications

  • Referral Management

  • Written Communications

  • Financial Analysis

  • Interpret Relevant Laws, Rules, and Regulations

  • Issue Management

  • Prospecting

Required Qualifications:

  • Customer focus

  • Relationship building

  • Oral & Written communication

  • Consultative sales

  • Pipeline management

  • Problem solving

  • Teamwork

  • Time management

  • Presentation skills

  • Outside sales and referral sales

  • Technical expertise

  • 2+ years of sales experience

Desired Qualifications:

  • Merchant products and solutions

  • Multi-lingual ability is a plus

  • High school diploma

  • CRM (Client Relationship Management System)

  • Industry business acumen

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Bonita - 4420 Bonita Rd - BONITA BC (CA0171), US - CA - Chula Vista - 801 3rd Ave - THIRD AND K BC (CA0141), US - CA - Escondido - 220 S Escondido Blvd - Escondido Main (CA0111), US - CA - San Marcos - 601 S Rancho Santa Fe Rd - San Marcos BC (CA0169)

Pay and benefits information

Pay range

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

Discretionary incentive eligible

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

Benefits

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

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

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

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

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

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

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

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



Job Detail

Senior Delivery Lead - Cloud Regulatory Compliance - Bank of America
Posted: Sep 21, 2024 04:45
Charlotte, NC

Job Description

Senior Delivery Lead - Cloud Regulatory Compliance

Atlanta, Georgia;Richmond, Virginia; Charlotte, North Carolina; Plano, Texas; Jersey City, New Jersey

Job Description:

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

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

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

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

Job Description:

This job is responsible for planning and coordinating the execution of large program deliverables which requires engagement across multiple organizations. Key responsibilities include communicating target outcomes, coordinating delivery, resource planning, providing visibility of program health, and managing program risks, compliance and financials. Job expectations include ensuring delivery meets the client's expectations in terms of the target outcomes, timeline, and cost and facilitating sync points between business and technology leaders and Risk and Compliance partners.

Position Summary:

This role is within the Cloud Governance team that manage the end to end process of Regulatory impacts to the Cloud defined by Laws, Rules, and Regulations (LRR's). The role ensures compliance with applicable LRR's and internal policies and procedures to reduce exposure to financial loss, reputation harm or regulatory sanctions. The role will also have responsibility for the evaluation, mapping and alignment to common cloud industry standards.

Primary Responsibilities:

  • The Cloud Governance role will be responsible for monitoring of the Compliance alert queue to ensure timely notifications are being met in accordance with the Laws Rules and Regulations that align to Cloud/Cloud Service Providers.

  • The investigation/review of the Cloud Controls to understand impacted Controls and review of Cloud Inventory to ensure timely compliance to the LRR has occurred.

  • The communication of new LRRs as the landscape of Cloud changes to management

  • Conducting assessments of current and new global regulatory requirements related to cloud, identifying gaps and providing recommended remediation actions.

  • Development of appropriate mappings of bank and third party managed cloud controls to specific regulatory requirements.

  • Enable the Bank's Cloud Strategy while maintaining compliance with policies, controls, and regulations, driving operational excellence and industry best practices for financial services cloud computing

Responsibilities:

  • Leads and coordinates routines to support delivery of large programs, such as kick-offs, status reviews, stakeholder meetings, change controls, and tollgates

  • Broadens relationships with business and technology leaders across multiple organizations, as well as Compliance and Risk

  • Establishes target outcomes in partnership with stakeholders and leaders

  • Tracks success metrics and provides status updates to stakeholders and leadership pertaining to the target outcomes, delivery, performance, risks, issues, and schedule

  • Collaborates with sponsors and stakeholders to ensure that execution is aligned with deliverable requirements

  • Manages program financials and supports resource planning

  • Ensures adherence with Enterprise Change Management standards

  • Enable the Bank's Cloud Strategy while maintaining compliance with policies, controls, and regulations, driving operational excellence and industry best practices for financial services cloud computing

Required Qualifications

  • Competent in the interpretation of laws, rules, regulations (LRR's)

  • 5-10 years' experience working in a compliance/regulatory setting

  • Critical Thinking - Manage by Fact

  • Ability to balance risks in ambiguous and complex situations

  • Drive continual service improvement

  • Excellent communication skills

  • Experience in data protection and legal compliance

  • Highly motivated to contribute and grow within a complex area of emerging importance

Desired Qualifications

  • Knowledge of global cloud and third-party outsourcing regulations related to financial services firms

  • Knowledge of CSM - CCM/CAIQ and CRI - Cloud Profile 2.0

  • Knowledge of Cloud Security Review Process and Permit to Send

  • Knowledge of NIST(National Institute of Standards & Technology), Cloud related frameworks and regulations related BofA policies and standards

  • Industry certifications such as CSA CCSK/CCAK, ISC2 CCSP, AWS/Microsoft/Google CSP specific cloud knowledge certifications

Skills:

  • Collaboration

  • Project Management

  • Result Orientation

  • Solution Delivery Process

  • Stakeholder Management

  • Analytical Thinking

  • Business Acumen

  • Financial Management

  • Influence

  • Risk Management

  • Agile Practices

  • Architecture

  • Data Management

  • Solution Design

  • Technical Strategy Development

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

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

Pay and benefits information

Pay range

$115,000.00 - $190,000.00 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

Relationship Banker - Bank of America
Posted: Sep 21, 2024 04:45
Hopkins, MN

Job Description

Relationship Banker

Eden Prairie, Minnesota;Hopkins, Minnesota

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!

*This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.*

Job Description:

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

Required Qualifications:

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

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

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

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

  • Communicates effectively and confidently and is comfortable engaging all clients

  • Has the ability to learn and adapt to new information and technology platforms

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

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

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

  • Efficiently manages time and capacity

  • Focuses on results while acting in the best interest of the client

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

Desired Qualifications:

  • Experience in financial services and knowledge of financial services industry, products and solutions

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

  • Six months of cash handling experience

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

Skills:

  • Adaptability

  • Business Acumen

  • Customer and Client Focus

  • Oral Communications

  • Problem Solving

  • Account Management

  • Client Experience Branding

  • Client Management

  • Client Solutions Advisory

  • Relationship Building

  • Business Development

  • Pipeline Management

  • Prospecting

  • Referral Identification

  • Referral Management

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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



Job Detail

SOACC Intelligence Analyst - Bank of America
Posted: Sep 21, 2024 04:45
Dallas, TX

Job Description

SOACC Intelligence Analyst

Fort Worth, Texas;Dallas, Texas; San Francisco, California; Los Angeles, California

Job Description:

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

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

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

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

Job Description:

Responsible for administering the security intelligence/analysis program for a large geographical region. Must be able to review and analyze information from a variety of sources and contacts and have general knowledge of the source systems to gather information. Works to formulate habitual and proactive reporting, briefings and assessments for management and/or internal customers, maintaining the focus of products on the realized or potential impact to BAC Associates, facilities, or operations. Responsible for performing more complex analysis, and identifying and briefing emerging threats and trends in the analyst's area of responsibility. Skilled in performing a variety of duties, often changing from one task to another varying in nature depending on workload. Function as crisis reporter and/or team lead during security-related incidents and when designated on-call analyst. May participate in, or lead, intelligence/analysis related projects that are highly visible and impact many associates. May provide consultation and guidance to line and senior management, as well as other key stakeholders and internal customers on security-related issues. Develops and maintains effective, active working relationships with primary clients, strategic business partners, team members and external contacts that are relevant to the analyst's specific area of responsibility and actively fosters an environment of teamwork. Provides leadership, directly or through influence, to meet all objectives of the corporate security program and to address unplanned events. Able to work independently and may manage one level of analysts, entry level professionals, or interns.

Skills:

  • Attention to Detail

  • Critical Thinking

  • Data and Trend Analysis

  • Research

  • Threat Analysis

  • Benchmarking

  • Business Intelligence

  • Customer Service Management

  • Reporting

  • Written Communications

  • Client Management

  • Customer Experience Improvement

  • Data Mining

  • Data Visualization

  • Relationship Building

  • Adaptability

  • Prioritization

  • Crisis Management

TheSOACC Intelligence Analystcollects, researches, and analyzes crime, threat, and intelligence-related data from a variety of sources to identify and evaluate crime series, patterns, and trends; prepares analysis and intervention and mitigation strategies from findings; interprets and provides statistical information, via written and verbal presentations, for key security and other leaders in geographic region and beyond.

Responsibilities:

  • Researches, compiles, analyzes, and disseminates crime and threat intelligence and information

  • Compiles and distributes trend analysis reports, as necessary

  • Assists in maintaining, populating, and evaluating intelligence databases

  • Acts as liaison between Bank of America and various local and federal law enforcement intelligence units

  • Assists supervisor with special projects as directed.

  • Supports analytical and regional security team during times of emergencies and other events

  • Supports and improves the standard operating procedures for the crime and threat analysis and reporting function within the Security Operations Analysis Command Center and the supporting procedures within Corporate Security.

  • Provides current and accurate information on emerging events and trends that could impact Bank of America to tactical and strategic customers, from Protective Service Managers (PSMs) to senior leaders. This reporting would be both in response to inquiries and proactively when trends of developments require notification with the bank.

  • Serves as liaison to outside sources and entities to proactively receive and/or improve criminal and threat activity/data streams.

  • Understands the complexities of Bank of America operations while communicating effectively across multiple lines of business

Required Qualifications:

  • Must have a proven track record inintelligence/crime/threatanalysis field, such as previous experience with a federal, state, local, or private sector intelligence or law enforcement entity; demonstrated familiarity with the intelligence cycle (collection, analysis, and dissemination).

  • Demonstrated experience with analytical tools and processes (ArcGIS, PowerPoint, Excel macros, pivot tables, V-lookups, linking tables,); experience in research methods related to the social science discipline (quantitative, qualitative, and evaluation research).

  • Superior research skills, including ability to quickly research and provide analysis on complex and unfamiliar topics.

  • Strong familiarity with social media networking tools.

  • Superior writing skills with knowledge and understanding of intelligence analysis writing style (clear, effective, and brief)

  • Professional demeanor and strong teammate.

  • Strong interpersonal and communication skills (written and verbal); proven ability to interact with and effectively support a wide range of consumers, up to and including senior leaders; excellent briefing skills and ability to synthesize large volumes of data quickly for multiple customer sets

  • Proven ability to work independently with little to no direction; ability to juggle multiple tasks simultaneously, to assess and meet deadlines, and to collaborate with analysts based in other regions to produce value-added intelligence analysis; ability to balance direction from supervisors in multiple locations

  • Creative thinker, capable of spotting and forecasting emerging trends, threats, and tactics

  • Proven business acumen and ability to leverage databases to input data and extract trends from them; expertise in using mapping software to portraysecurity/threat/intelligencetrends

  • Proven ability to operate efficiently and effectively in a high-pressure time sensitive environment.

  • Willing to serve in a rotating 'on-call' capacity to support security events

  • Bachelor's Degree or equivalent work experience

Desired Qualifications:

  • 3+ years prior Intelligence experience within LE, Government, Military or Private Sector

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)

Pay and benefits information

Pay range

$64,000.00 - $106,200.00 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 21, 2024 04:45
Dallas, TX

Job Description

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

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

Job Description:

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

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

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

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

Job Description:

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

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

Managerial Responsibilities:

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

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

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

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

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

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

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

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

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

Required Qualifications

  • 10 or more years of progressive experience in developing, managing, testing and reporting on models related to financial crimes compliance, or equivalent, in financial institutions, software service providers, technology companies, etc.

  • Ability to recruit, hire, train and lead a team of model developers, product owners, program managers and technicians in the oversight of models for transaction monitoring management.

  • Demonstrated 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 Advanced programming skills in Python, SAS or SQL

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

Global Financial Crimes Compliance (GFCC) Investigator - Brokerage - Bank of America
Posted: Sep 21, 2024 04:45
Dallas, TX

Job Description

Global Financial Crimes Compliance (GFCC) Investigator - Brokerage

Charlotte, North Carolina;Jersey City, New Jersey; New York, New York; Pennington, New Jersey; Dallas, Texas; Chicago, Illinois; 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 performing end-to-end investigations or investigations support functions of external financial crimes activities across one or more lines of business. Key responsibilities include conducting routine to complex investigations, including fraud committed by external parties, money laundering, or terrorist financing and acting as the liaison to Law Enforcement as required.

The Global Financial Crimes Compliance (GFCC) Investigator performs end-to-end investigations across one or more lines of business relevant to the Investigators specific area of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management. In the investigative role, the Investigator conducts complex investigations, including fraud committed by external parties, securities fraud, money laundering, or terrorist financing.

Responsibilities for this role include completing investigations while ensuring cases meet or exceed closure and quality metrics, reporting facts of the investigation to assist in identifying potential operational or compliance risks, and completing Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcement. This role may partner with GFC Risk Management, front line units or other stakeholders to resolve investigations. This role ultimately reports to investigations teams responsible for coverage over Special Investigations, Global Markets, or Global Wealth and Investment Management.

Responsibilities:

  • Completes investigations while overseeing cases meet or exceed closure and quality metrics

  • Completes Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcement

  • Reports facts of the investigation to senior stakeholders, assisting in identifying potential operational or compliance risks

  • Partners with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) or other stakeholders to resolve investigations

  • Performs quality control functions, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities in an investigative support role

Required Qualifications:

  • Minimum of five years of relevant experience

  • Minimum 1-2 years' experience with Fraud, AML, Risk, or Compliance experience and/or knowledge of financial crimes typologies

  • Bachelor's degree or equivalent work experience in areas such as financial services, fraud, investigative service or law enforcement

  • BSA knowledge relative to AML or Fraud as well as general understanding of AML typologies/red flags

  • Proficiency in Microsoft Excel / data analytics

  • Self-starter capable of analyzing and reporting independently

  • Ability to analyze and manipulate large data sets

  • Interaction with Front Line Units & Customers/Clients

Desired Qualifications:

  • Bachelor's Degree in related field

  • Experience in financial services and/or a related government entity

  • Certified Anti-Money Laundering Specialist (CAMS)

  • Knowledge related to retail and/or institutional brokerage products and services and applicable compliance rules and regulations.

  • Securities trading experience in equities, bonds, options, futures contracts

  • Transaction analysis and how it relates to FINRA Red Flags and associated risk

  • Knowledgeable in the areas of research: ACAT Transfers/ Rejections, Special handling, and transfers between category types (Type 1 = cash, Type 2 = Margin, Type 3 = Short, etc. )

  • Back Office/ Front Office Experience, including security reconciliation, Margin reconciliation, securities processing/ master.

  • Securities trading experience in equities, bonds, options, futures contracts

  • FINRA Series license welcomed but not required.

Skills:

  • Regulatory Compliance

  • Fraud Management

  • Critical Thinking

  • Written Communications

  • Investigation Management

  • Policies, Procedures, and Guidelines Management

  • Risk Management

  • Reporting

  • Issue Management

  • Talent Development

  • Coaching

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NJ - Jersey City - 525 Washington Blvd (NJ2525), 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

Software Engineer III - Bank of America
Posted: Sep 21, 2024 04:42
Plano, TX

Job Description

Software Engineer III

Plano, 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 developing and delivering complex requirements to accomplish business goals. Key responsibilities of the job include ensuring that software is developed to meet functional, non-functional and compliance requirements, and solutions are well designed with maintainability/ease of integration and testing built-in from the outset. Job expectations include a strong knowledge of development and testing practices common to the industry and design and architectural patterns.

Responsibilities:

  • Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements

  • Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained

  • Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack

  • Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle

  • Performs spike/proof of concept as necessary to mitigate risk or implement new ideas

  • Automates manual release activities

  • Designs, develops, and maintains automated test suites (integration, regression, performance)

Skills:

  • Application Development

  • Automation

  • Influence

  • Solution Design

  • Technical Strategy Development

  • Architecture

  • Business Acumen

  • DevOps Practices

  • Result Orientation

  • Solution Delivery Process

  • Analytical Thinking

  • Collaboration

  • Data Management

  • Risk Management

  • Test Engineering

LOB Specific Job Description

Position Summary

This role is responsible for developing and delivering complex requirements to accomplish business goals. Key responsibilities of the role include ensuring that software is developed to meet functional, non-functional, and compliance requirements. This role codes solutions, unit tests, and ensures the solution can be integrated successfully into the overall application/system with clear, robust and well-tested interfaces. They are familiar with development and testing practices of the bank.

Primary Skill

  • Java

Required Skills

  • Contribute to story refinement/defining requirements.

  • Participate and guide team in estimating work necessary to realize a story/requirement through the delivery lifecycle.

  • Perform spike/proof of concept as necessary to mitigate risk or implement new ideas.

  • Code solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements.

  • Utilize multiple architectural components (across data, application, business) in design and development of client requirements.

  • Assist team with resolving technical complexities involved in realizing story work

  • Contribute to existing test suites (integration, regression, performance), analyze test reports, identify any test issues/errors, and triage the underlying cause.

  • Document and communicate required information for deployment, maintenance, support, and business functionality.

  • Participate, contribute and can coach team members in the delivery/release (CI-CD) events. e.g. branching timelines, pull requests, issue triage, merge/conflict resolution, release notes

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

AML Refresh Ops - Ops Sr Analyst MKTS - Bank of America
Posted: Sep 21, 2024 04:42
Jacksonville, FL

Job Description

AML Refresh Ops - Ops Sr Analyst MKTS

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 moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures.

Anti-Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records.

Responsibilities:

  • Maintains accuracy of client portfolio using internal and external comparison tools

  • Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling

  • Explores methods to enhance processes, further reduce risks, and boost client experience

  • Partners with colleagues on the trade and sales support teams, as well as external agents

  • Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting

  • Escalates potential risks and exposures to manager in a timely manner

  • Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions

  • Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines

  • Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.

  • Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements

  • Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met

  • Ensure all jurisdictional regulatory requirements related to KYC are adhered to

  • Support business with KYC related queries and requests

  • Participate in remediation, internal/external Audits (where applicable)

Required Qualifications:

  • Two or more years of financial services experience

  • Excellent verbal and written communications skills

  • Documented experience performing in a process-oriented production environment that changes periodically

  • Familiar with MS Office Suite(Excel/Word/Outlook/Access)

  • Work in a team environment

  • Organize work, prioritize tasks and handle multiple assignments simultaneously

  • Successfully meet tight deadlines while ensuring data accuracy and integrity

  • Work and execute with minimal supervision or remote management

Desired Qualifications:

  • Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) experience

Skills:

  • Data Collection and Entry

  • Recording/Organizing Information

  • Attention to Detail

  • Critical Thinking

  • Research

  • Fraud Management

  • Risk Management

  • Interpret Relevant Laws, Rules, and Regulations

  • Quality Assurance

  • Problem Solving

  • 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

Consumer AML Ops - Know Your Customer Contact Center Agent - Bank of America
Posted: Sep 21, 2024 04:42
Chandler, AZ

Job Description

Consumer AML Ops - Know Your Customer Contact Center Agent

Chandler, 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:

This job is responsible for conducting routine analysis, research, and investigations in diversified compliance operations aligned to the bank's Financial Crimes Enterprise Policy and the Financial Crimes Global Standard. Key responsibilities include executing against regulatory requirements and economic sanctions compliance practices, understanding and anticipating inherent risks to the business, and building and maintaining business relationships.

RESPONSIBILITIES

  • Delivers and maintains a commitment to high customer service excellence utilizingrelationship-buildingand problem-resolution skills in a call center environment.

  • Exceeds monthly efficiency objectives and maintains high call quality standards. Required to navigate and use various internal systems to research, review, update and confirm customer profile details during conversation (inbound or outbound calls) with customer.

  • Ensures complete and efficient customer interactions by taking ownership to proactively identify opportunities to enhance customer experience.

  • Interprets and analyzes information gathered from numerous applications and third party sources and identifies issues that prompt further inquiry

  • Identifies and analyzes problems related to product lines or functions and develops and implements process improvements to address and resolve issues

  • Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and external clients

  • Performs day-to-day activities aligned to the team's common goals, strategy, and metrics and works on improving capabilities through learning and development

  • Supports special projects that represent significant risk exposure and identifies and escalates risks accordingly with a sense of urgency

REQUIRED QUALIFICATIONS:

  • Minimum of 1 year customer service experience in call center environment, preferably in the Banking/Financial industry

  • Ability to tactfully handle customer concerns

  • Ability to work within the operating hours and days for this position as outlined in the posted job requisition as well as overtime as needed

  • Excellent verbal and interpersonal communication skills

SKILLS:

- Data Collection and Entry

- Data Quality Management

- Adaptability

- Analytical Thinking

- Critical Thinking

- Interpret Relevant Laws, Rules, and Regulations

- Research Analysis

- Collaboration

- Decision Making

- Problem Solving

- Quality Assurance

- Customer and Client Focus

- Innovative Thinking

- Oral Communications

- Prioritization

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

Consumer AML Operations - Know Your Customer Contact Center Agent - Bank of America
Posted: Sep 21, 2024 04:42
Chandler, AZ

Job Description

Consumer AML Operations - Know Your Customer Contact Center Agent

Chandler, Arizona

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 conducting routine analysis, research, and investigations in diversified compliance operations aligned to the bank's Financial Crimes Enterprise Policy and the Financial Crimes Global Standard. Key responsibilities include executing against regulatory requirements and economic sanctions compliance practices, understanding and anticipating inherent risks to the business, and building and maintaining business relationships.

Responsibilities:

  • Performs day-to-day activities aligned to the team's common goals, strategy, and metrics and works on improving capabilities through learning and development

  • Identifies and analyzes problems related to product lines or functions and develops and implements process improvements to address and resolve issues

  • Provides quality assurance review and testing on operating key controls

  • Supports special projects that represent significant risk exposure and identifies and escalates risks accordingly with a sense of urgency

  • Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and external clients

  • Interprets and analyzes information gathered from numerous applications and third party sources and identifies issues that prompt further inquiry

Skills:

  • Adaptability

  • Analytical Thinking

  • Critical Thinking

  • Data Collection and Entry

  • Data Quality Management

  • Collaboration

  • Decision Making

  • Interpret Relevant Laws, Rules, and Regulations

  • Problem Solving

  • Research Analysis

  • Customer and Client Focus

  • Innovative Thinking

  • Oral Communications

  • Prioritization

  • Quality Assurance

Line of Business Job Description:

Delivers and maintains a commitment to high customer service excellence utilizing relationship-building and problem-resolution skills in a call center environment. Ensures complete and efficient customer interactions by taking ownership to proactively identify opportunities to enhance customer experience. Exceeds monthly efficiency objectives and maintains high call quality standards. Required to navigate and use various internal systems to research, review, update and confirm customer profile details during conversation (inbound or outbound calls) with customer.

Job Requirements:

  • Minimum of 1 year customer service experience in call center environment in the Banking/Financial industry handling

  • Ability to tactfully handle customer concerns

  • Ability to work within the operating hours and days for this position as outlined in the posted job requisition as well as overtime as needed

  • Excellent verbal and interpersonal communication skills

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

Relationship Banker - Kansas City area - Bilingual language - Spanish required - Bank of America
Posted: Sep 21, 2024 04:42
Kansas City, KS

Job Description

Relationship Banker - Kansas City area - Bilingual language - Spanish required

Kansas City, Kansas

Job Description:

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

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

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

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

Job Description:

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

*This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.*

Responsibilities:

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

- Builds relationships with clients to meet financial needs

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

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

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

- Drives the client experience

- Manages cash responsibilities

Required Qualifications:

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

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

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

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

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

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

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

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

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

- Efficiently manages time and capacity.

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

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

- Bilingual language - Spanish required

Desired Qualifications:

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

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

- Six months of cash handling experience.

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

Skills:

- Adaptability

- Business Acumen

- Customer and Client Focus

- Oral Communications

- Problem Solving

- Account Management

- Client Experience Branding

- Client Management

- Client Solutions Advisory

- Relationship Building

- Business Development

- Pipeline Management

- Prospecting

- Referral Identification

- Referral Management

Minimum Education Requirement:

- High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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



Job Detail

Client Servicing Specialist - Bank of America
Posted: Sep 21, 2024 04:42
Chicago, IL

Job Description

Client Servicing Specialist

Chicago, Illinois

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 conducting day-to-day activities to support business and clients globally by developing a deep understanding of the organization and services offered to resolve complex client inquiries. Key responsibilities include onboarding, servicing and offboarding clients, opening, maintaining, and reconciling account information. Job expectations include ensuring all activities are performed with a high degree of accuracy and comply with all regulations and policies while driving solutions that best meet our clients' needs.

Additionally, as a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for Bank of America Merrill Lynch customers dealing in Futures & Options and OTC clearing. The primary functions of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship.

Responsibilities:

  • Improves and simplifies the client experience, reducing manual touchpoints

  • Ensures transactions are completed in an accurate and timely manner, managing escalations as needed

  • Supports the preparation of frequent reports and other measures of data

  • Drives operational initiatives both internally across the organization and with clients to drive efficiencies, increase revenues and reduce risk

  • Identifies and flags potential risks in a timely manner

  • Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering

  • Navigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalations

  • Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives

  • Coordinate outreach and understand clients' intentions around last trade date, esp. on physically settled contracts, and options expiries

  • Coordinate client requests for additional access to the Mercury portal

  • Establish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databases

  • Establish regular meetings with priority clients to drive discussions around metric trends, outstanding issues (OILs), and strategic industry focus areas.

  • Meetings should encompass a holistic view of the operational side of the relationship (Product, Collateral, Brokerage, Clearing, etc.)

  • Meetings should have set agendas, accompanied by presentations where applicable, and should be followed up with call reports

  • Work with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in SharePoint, and ensure regular focus on moving solutions forward

  • Work with clients to move them toward self-service opportunities on the portal, red

Required Qualifications:

Candidate should have experience with GMI as well as other systems associated with cleared Futures and Derivatives

- Experience working in a global environment with outsourced partners would also be considered as a benefit

- Candidate should have in-depth knowledge of the margin process for futures and options

- Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

- Excels in working among diverse viewpoints to determine the best path forward

- Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner

- Commitment to challenging the status quo and promoting positive change.

- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Skills:

  • Active Listening

  • Attention to Detail

  • Customer and Client Focus

  • Oral Communications

  • Client Management

  • Prioritization

  • Adaptability

  • Critical Thinking

  • Innovative Thinking

  • Relationship Building

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 Banker- bilingual Spanish required - Bank of America
Posted: Sep 21, 2024 04:42
North Las Vegas, NV

Job Description

Senior Banker- bilingual Spanish required

North Las Vegas, Nevada

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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Responsibilities:

  • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities

  • Assists, educates, and trains clients on conducting simple transactions through self-service technologies

  • Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy

  • Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping

  • Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications:

  • Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment

  • In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months

  • 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

  • Confident in identifying solutions for helping new and existing clients based on their needs

  • Strong written and verbal communications skills

  • Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)

  • Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances

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

  • Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously

  • Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)

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

  • bilingual Spanish required

Desired Qualifications:

  • Associate's Degree or Bachelor's Degree in business, finance or a related field

  • Experience working in a financial center where goals were met or exceeded

  • Retail and/or sales experience in a salary plus incentive environment

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

  • Experience with financial information, spreadsheets and financial skills

  • Knowledge of banking products and services

  • Strong computer skills including Microsoft applications and previous experience utilizing laptop technology

Skills:

  • Active Listening

  • Business Acumen

  • Customer and Client Focus

  • Oral Communications

  • Problem Solving

  • Account Management

  • Client Experience Branding

  • Client Management

  • Client Solutions Advisory

  • Relationship Building

  • Business Development

  • Pipeline Management

  • Prospecting

  • Referral Identification

  • Referral Management

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NV - North Las Vegas - 2445 E Centennial PKWY - LOSEE AND CENTENNIAL (NV1192)

Pay and benefits information

Pay range

$23.00 - $30.67 hourly pay, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

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

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

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

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

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

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

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

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



Job Detail

Relationship Banker Tucson North Area - Bank of America
Posted: Sep 21, 2024 04:42
Tucson, AZ

Job Description

Relationship Banker Tucson North Area

Tucson, Arizona

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!

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Job Description:

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

Responsibilities:

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

  • Builds relationships with clients to meet financial needs

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

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

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

  • Drives the client experience

  • Manages cash responsibilities

Required Qualifications:

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

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

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

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

  • Communicates effectively and confidently and is comfortable engaging all clients

  • Has the ability to learn and adapt to new information and technology platforms

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

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

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

  • Efficiently manages time and capacity

  • Focuses on results while acting in the best interest of the client

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

Desired Qualifications:

  • Experience in financial services and knowledge of financial services industry, products and solutions

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

  • Six months of cash handling experience

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

Skills:

  • Adaptability

  • Business Acumen

  • Customer and Client Focus

  • Oral Communications

  • Problem Solving

  • Account Management

  • Client Experience Branding

  • Client Management

  • Client Solutions Advisory

  • Relationship Building

  • Business Development

  • Pipeline Management

  • Prospecting

  • Referral Identification

  • Referral Management

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

Consumer Investments Market Leader - MO/KC Market - Bank of America
Posted: Sep 21, 2024 04:42
Clayton, MO

Job Description

Consumer Investments Market Leader - MO/KC Market

Clayton, Missouri

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 a team that may be composed of field-based Financial Solutions Advisors. Key responsibilities include driving local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational excellence at the market and financial center levels. Job expectations include working across the organization to develop business knowledge and cultivate one team partnership to collectively achieve results.

Responsibilities:

- Champions organizational vision and values executing consistently to drive business results

- Manages the financial planning and asset-based relationship sales process

- Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development

- Manages sales using growth plans in Sales Force

- Manages effective Financial Center Advisor recruiting strategies

- Administers superior sales supervision and practices in the market

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.

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

- Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement

- Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions

- Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues

- Provides inspection, coaching and feedback to motivate, differentiate and improve performance

- Actively manages expenses and budgets in alignment with objectives, making sound financial decisions

- Assesses talent and builds bench strength for roles across the organization

- Delivers results by effectively prioritizing, inspecting and appropriately delegating team work

Skills:

- Risk Management

- Leadership Development

- Coaching

- Customer and Client Focus

- Talent Development

- Sales Performance Management

- Business Operations Management

- Customer Service Management

- Decision Making

- Executive Presence

- Performance Management

- Recruiting

- Process Performance Management

- Critical Thinking

- Result Orientation

Required Qualifications:

  • Has Series 7 and 66,or is able to obtain any/all required licenses within a specified period of time

  • Has supervisory licenses of an 8 (or 9 and 10 combined) or possesses a Series 4, 24 and 53, or is able to obtain any/all required licenses within a specified period of time

  • 5+ years' of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team

  • 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 with key partners/clients across and outside of organizations

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

  • 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

  • Ability to learn and adapt to new information and technology platforms

  • Applies strong critical thinking and problem-solving skills to meet clients' needs as well as escalate as needed with sense of urgency

  • 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 attract, recruit and retain an effective sales and operations team

  • Efficiently manages your time and capacity

  • 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

  • Travel required: Will vary depending on geography

  • Is proficient in computer skills and professional programs (example: Microsoft Office)

  • Has the ability to pass compliance requirements

  • Desired Qualifications:

  • Prefer fully licensed candidates

  • 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

  • Undergraduate college degree

  • Prior management experience

  • Bilingual skills

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

Market Financial Center Manager - Brooklyn Queens West Market - Bank of America
Posted: Sep 21, 2024 04:42
Sunnyside, NY

Job Description

Market Financial Center Manager - Brooklyn Queens West Market

Sunnyside, 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!

Job Description:

This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.

Responsibilities:

- Operates as a back up financial center leader within a market

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

- Manages business results through formalized management routines and coaching

- Creates a world class client experience environment

- Manages market-level initiative prescribed by market leaders

- Drives operational excellence

Required Qualifications:

- 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team

- Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals

- Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction

- Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability

- Proven record of balancing risk and making sound decisions while achieving business goals

- Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service

- Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results

- Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills

- Proficiency in computer skills and professional programs (for example, Microsoft Office)

- Ability to pass pre-employment assessments and compliance requirements

- Availability to work weekends and/or extended hours as required to run the business

- Must be able to travel to any financial center within the defined market

Desired Qualifications:

- 1+ years management experience including hiring, coaching, and developing direct reports

- Experience in the following industries: Consumer banking/financial services, mortgage, retail or hospitality

- Undergraduate degree

- Bilingual (fluent verbal and written)

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

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NY - Sunnyside - 4526 GREENPOINT AVE - SUNNYSIDE BANKING CENTER (NY5352)

Pay and benefits information

Pay range

$72,000.00 - $90,000.00 annualized salary, 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

Financial Center Client Service Representative - Bank of America
Posted: Sep 21, 2024 04:42
Carson, CA

Job Description

Financial Center Client Service Representative

Carson, California

Job Description:

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

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

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

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

Job Description:

This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously introducing products and services that meet the client needs. Job expectations include ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies.

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

Responsibilities:

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

- Drives the client experience

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

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.

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

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

- 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.

- Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs.

- Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment.

- Has a minimum of six months of experience offering solutions and services based on the client's needs.

- In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program.

- 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.

- Six months of cash handling experience.

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

Skills:

- Active Listening

- Adaptability

- Attention to Detail

- Collaboration

- Customer and Client Focus

- Client Experience Branding

- Client Solutions Advisory

- Referral Identification

- Relationship Building

- Conflict Management

- Account Management

- Business Development

- Business Acumen

- Critical Thinking

- Emotional Intelligence

Minimum Education Requirement:

- High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

20

Pay Transparency details

US - CA - Carson - 870 E Del Amo Blvd - SOUTH BAY PAVILION AT CARSON BC (CA8205)

Pay and benefits information

Pay range

$23.00 - $25.30 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

AML Refresh Ops - Operations Senior Analyst Markets - Bank of America
Posted: Sep 21, 2024 04:42
Addison, TX

Job Description

AML Refresh Ops - Operations Senior Analyst Markets

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 providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures.

Responsibilities:

- Maintains accuracy of client portfolio using internal and external comparison tools

- Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling

- Explores methods to enhance processes, further reduce risks, and boost client experience

- Partners with colleagues on the trade and sales support teams, as well as external agents

- Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting

- Escalates potential risks and exposures to manager in a timely manner

- Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions

Skills:

- Data Collection and Entry

- Recording/Organizing Information

- Attention to Detail

- Critical Thinking

- Research

- Fraud Management

- Risk Management

- Interpret Relevant Laws, Rules, and Regulations

- Quality Assurance

- Problem Solving

- Adaptability

- Customer and Client Focus

- Prioritization

- Result Orientation

- Written Communications

Line of Business Job Description:

Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records.

  • Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines

  • Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.

  • Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements

  • Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met

  • Ensure all jurisdictional regulatory requirements related to KYC are adhered to

  • Support business with KYC related queries and requests

  • Participate in remediation, internal/external Audits (where applicable)

Job Requirements:

Two or more years of financial services experience

  • Excellent verbal and written communications skills

  • Documented experience performing in a process-oriented production environment that changes periodically

  • Familiar with MS Office Suite (Excel/Word/Outlook/Access)

  • Work in a team environment

  • Organize work, prioritize tasks and handle multiple assignments simultaneously

  • Successfully meet tight deadlines while ensuring data accuracy and integrity

  • Work and execute with minimal supervision or remote 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

AML Refresh Operations - Operations Professional Markets Manager (Specialized) - Bank of America
Posted: Sep 21, 2024 04:42
Addison, TX

Job Description

AML Refresh Operations - Operations Professional Markets Manager (Specialized)

Addison, 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 SUMMARY:

This job is responsible for managing production teams in Global Markets and Banking Operations. Key responsibilities include managing daily refresh activities to ensure adherence to deadlines, quality standards, policies, procedures, and regulatory requirements, conducting continuous performance management conversations, developing talent, and supporting employee career goals. Job expectations include balancing caseloads, serving as a liaison with sales, working with client outreach teams to obtain documents, and assisting in implementing new processes to improve the overall operating model.

Line of Business Job Description:

This is a team manager role. Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. This employee will work within the AML Operations organization as a manager in support of the Remediation & Escalation Pod within the Refresh process.

RESPONSIBILITIES:

- Manages team productivity and employee development across operations functions and works with external clients, business partners, and their support groups including Compliance, Audit, and Finance

- Leads Global Markets banking operations team, supporting the execution of day-to-day refresh activities while adhering to timelines and requirements

- Conducts daily tasks and applies judgement during decision making, ensuring all operations are carried out in an appropriate, cost-effective manner through proper budgeting, expense management, reporting, and forecasting

- Balances case workloads across team members based on skillset and capacity

- Partners with sales and client outreach teams to remove impediments and roadblocks within processes while obtaining necessary documents requirements to satisfy refresh activities

- Assists in efforts to identify and escalate issues and concerns within processes to ensure timely mitigation of risks

- Supports the implementation of new processes to improve the overall operating model

MANAGERIAL RESPONSIBLITIES:

  • Managing a team of employees conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines

  • Support team members liaising with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements

  • Managing the performance and productivity of client refresh analysts

  • Ensure all jurisdictional regulatory requirements related to KYC are adhered to

  • Lead, develop, and direct the team in all aspects of the Refresh process, career development, etc.

  • Participate in remediation, internal/external Audits

REQUIRED QUALIFICATIONS:

  • 3+ years experience in leading teams and people management

  • Two or more years of financial services experience

  • Excellent verbal and written communications skills

  • Documented experience performing in a process oriented production environment that changes periodically

  • Familiar with MS Office Suite(Excel/Word/Outlook/Access)

  • Proven ability to: work in a team environment, organize work, prioritize tasks and handle multiple assignments simultaneously, successfully meet tight deadlines while ensuring data accuracy and integrity, and work and execute with minimal supervision or remote management

DESIRED QUALIFICATIONS:

  • College degree (Associates or higher) or comparable work experience

  • Experience leading highly productive teams in a fast paced environment

SKILLS:

- Active Listening

- Coaching

- Drives Engagement

- Retention

- Talent Development

- Risk Management

- Business Operations Management

- Quality Assurance

- Process Performance Measurement

- Customer and Client Focus

- Fraud Management

- Interpret Relevant Laws, Rules, and Regulations

- Process Management

- Reporting

- Adaptability

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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



Job Detail

Merchant Consultant - Houston Market - Bank of America
Posted: Sep 21, 2024 04:42
Houston, TX

Job Description

Merchant Consultant - Houston Market

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

Responsibilities:

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

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

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

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

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

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

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

Skills:

  • Client Experience Branding

  • Client Solutions Advisory

  • Customer and Client Focus

  • Payment Processing

  • Pipeline Management

  • Consulting

  • Credit Documentation Requirements

  • Oral Communications

  • Referral Management

  • Written Communications

  • Financial Analysis

  • Interpret Relevant Laws, Rules, and Regulations

  • Issue Management

  • Prospecting

Required Qualifications:

  • Customer focus

  • Relationship building

  • Oral & Written communication

  • Consultative sales

  • Pipeline management

  • Problem solving

  • Teamwork

  • Time management

  • Presentation skills

  • Outside sales and referral sales

  • Technical expertise

  • 2+ years of sales experience

Desired Qualifications:

  • Merchant products and solutions

  • Multi-lingual ability is a plus

  • High school diploma

  • CRM (Client Relationship Management System)

  • Industry business acumen

Shift:

1st shift (United States of America)

Hours Per Week:

40

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.



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