Company Detail

Senior Banker - Bank of America
Posted: Sep 19, 2024 03:59
Chicago, IL

Job Description

Senior Banker

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 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:

- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, 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.

- 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 helping new and existing clients based on their needs.

- Has strong written and verbal communications skills.

- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).

- Has the 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.

Desired Qualifications:

- An 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

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

Business Information Security Officer (BISO) - Core Technologies - Bank of America
Posted: Sep 19, 2024 03:59
Chicago, IL

Job Description

Business Information Security Officer (BISO) - Core Technologies

Chicago, Illinois;Washington, District of Columbia; Denver, Colorado

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.

The Information Security Officer will be a member of the Business Information Security Officer's (BISO) organization and work closely with the line of business Chief Information Officers (CIOs)/Chief Technology Officers (CTOs). In this role, you will be supporting a group/team to develop a deep understanding of the business in order to have specialized information security risk-based discussions. This relationship will ensure a focus on the right risk priorities. You will also provide guidance on information security topics, policies and controls.

Scale/Scope

- Contribute to the ongoing information security initiatives and improvements development, implementation and maintenance of information security for the line of business (LOB)

- Serves as an Information Security subject matter expert and participates in the development, implementation and maintenance of information security for the line of business (LOB)

- Provides guidance and advocacy regarding the prioritization of LOB investments that impact information security

- Advises LOB management on risk issues related to information security and recommends actions in support of the bank's wider risk management and compliance programs

- Monitors information security trends internal and external to the bank and keeps LOB leadership informed about information security-related issues

- Manages quality control and reporting

- Ensures compliance with policies and laws

Required Skills:

- 5+ years of experience in technology and information security

- 2-5 years of experience in moving applications to the cloud

- Strong LOB knowledge/experience for the type of business they are aligned to (e.g. Employee Experience Technology)

- 1-2 years of risk management experience or direct participation in risk management processes, including application risk classification and application control assessments.

- Experience giving presentations and superb communication skills

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CO - Denver - 1144 15th St (CO9926), US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842)

Pay and benefits information

Pay range

$98,200.00 - $146,600.00 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

Private Wealth Client Associate - Bank of America
Posted: Sep 19, 2024 03:59
Chicago, IL

Job Description

Private Wealth Client Associate

Chicago, Illinois

Job Description:

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

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

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

Job Description:

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

Responsibilities:

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

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

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

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

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

Skills:

  • Account Management

  • Client Management

  • Customer and Client Focus

  • Issue Management

  • Oral Communications

  • Business Development

  • Client Solutions Advisory

  • Pipeline Management

  • Prioritization

  • Administrative Services

  • Emotional Intelligence

  • Referral Identification

  • Written Communications

Minimum Education Requirement:

  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

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

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

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

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

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

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

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



Job Detail

Cloud Security Field Engineering Lead - Bank of America
Posted: Sep 19, 2024 03:59
Addison, TX

Job Description

Cloud Security Field Engineering Lead

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:

Come join an exciting team within Global Information Security (GIS). Cyber Security Technology (CST) is a globally distributed team responsible for cyber security innovation, architecture, engineering, solutions and capabilities development, cyber resiliency, access management engineering, data strategy, deployment maintenance, technical project management and information technology security control support.

We are seeking a highly skilled and experienced Senior Cybersecurity Engineer/Lead to join our team. In this role, you will be responsible for integrating security controls as code within our cloud platforms. You will work closely with cross-functional teams, including DevOps, software engineering, and IT operations, to design, implement, and maintain robust security solutions that protect our cloud infrastructure from emerging threats.

Key Responsibilities:

  • Threat Modeling & Risk Assessment: Conduct threat modeling and risk assessments to identify potential vulnerabilities in cloud environments and develop strategies to mitigate these risks.

  • Design & Implementation: Develop and integrate security controls as code across multiple cloud platforms (e.g., AWS, Azure, GCP) to ensure the security and compliance of cloud infrastructure.

  • Build Controls: Automate security processes and controls, leveraging Infrastructure as Code (IaC) tools (e.g., Terraform) to embed security at every stage of the cloud lifecycle.

  • Delivery Controls: Create rules scanning of Infrastructure as Code at deployment to prevent non-Compliant code from creating Cloud Resources.

  • Runtime Controls: Automate the detection and remediation of Non-Compliant Cloud Resources moving them back to a known good state without the need for human interaction.

  • Compliance & Governance: Demonstrate that our cloud environments comply with internal control requirements and regulatory obligations, with robust reporting and dashboards.

  • Advocacy: Communicate the possibilities the Cloud Provides for Cybersecurity vision and roadmap to stakeholders and the team and drive user adoption.

  • Collaboration: Work closely with DevOps, engineering, and IT teams to integrate security best practices into CI/CD pipelines, ensuring secure and efficient deployment processes.

  • Documentation: Maintain comprehensive documentation of security controls, policies, and procedures for cloud environments.

Required Experience & Qualifications:

  • Experience: Significant experience in cybersecurity across multiple domains, with a strong focus on cloud security and integrating controls as code.

  • Technical Expertise: Deep knowledge of cloud platforms (AWS, Azure, GCP) and significant experience building and operating cloud-native security tools and services.

  • Programming & Scripting: Proficiency in programming and scripting languages (e.g., Python, Go, Shell) used for automation and security integration.

  • Infrastructure as Code (IaC): Significant Hands-on experience building Cloud Services with IaC tools such as Terraform, CloudFormation, or similar.

  • Security Frameworks: Familiarity with security frameworks and standards (e.g., NIST, CIS, ISO) and their application in cloud environments.

  • DevSecOps: Strong understanding of DevSecOps principles and experience integrating security into CI/CD pipelines and operational processes.

  • Problem-Solving: Excellent problem-solving skills, with the ability to think critically and adapt to new challenges and communicate insights in simple terms.

  • Communication: Strong written and verbal communication skills, with the ability influence at all levels by explain complex security concepts to non-technical stakeholders.

  • Certifications: Relevant certifications such as CISSP, CCSP, AWS Solutions Architect; AWS Security Specialty AWS Certified Security; Azure Developer Associate & Azure Security Engineer Associate

Skills:

  • Planful: Thoughtfully setting, proactively managing, and predictably achieving commitments through strategy, process, communication, and delivery.

  • Ownership: Acceptance of full responsibility for delivery outcome - -buck stops here- mentality. And collaboratively addressing problems as they arise.

  • Connected: Clear orientation and understanding of where you, your team, your work/priorities join with others in a common goal.

  • Consistency: Drive toward and adoption of logical, efficient, and sustainable processes and tools to achieve predictable results.

  • Accuracy: Achieving business value (as agreed with key stakeholders and control partners) within defined tolerance across measurable parameters (scope, schedule, cost).

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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



Job Detail

Financial Solutions Advisor - Consumer Investments - Brooklyn Market - Bank of America
Posted: Sep 19, 2024 03:59
Brooklyn, NY

Job Description

Financial Solutions Advisor - Consumer Investments - Brooklyn Market

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

Responsibilities:

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

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

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

- Mitigates and controls risk as part of daily activities

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

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

Required Qualifications:

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

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

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

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

- Builds and nurtures strong relationships.

- Collaborates effectively with others to get things done.

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

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

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

- Efficiently manages your time and capacity.

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

Desired Qualifications:

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

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

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

- Obtained your insurance licenses.

- Bilingual Spanish Preferred

Skills:

- Advisory

- Account Management

- Client Experience Branding

- Customer and Client Focus

- Oral Communications

- Issue Management

- Client Solutions Advisory

- Pipeline Management

- Active Listening

- Attention to Detail

- Risk Management

- Policies, Procedures, and Guidelines

- Client Management

- Causation Analysis

- Written Communications

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NY - Brooklyn - 386 KNICKERBOCKER AVE - BUSHWICK BANKING CENTER (NY5538)

Pay and benefits information

Pay range

$65,000.00 - $80,000.00 annualized salary, 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 - Gateway Center Financial Center - Bank of America
Posted: Sep 19, 2024 03:59
Brooklyn, NY

Job Description

Relationship Banker - Gateway Center Financial Center

Brooklyn, 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 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:

  • Must be a current Year Up intern with Bank of America

  • 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

Pay Transparency details

US - NY - Brooklyn - 642 GATEWAY DR - GATEWAY BC (NY5369)

Pay and benefits information

Pay range

$23.00 - $25.96 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

Merrill Financial Solutions Advisor (Partially Licensed) - Alaska Market - Bank of America
Posted: Sep 19, 2024 03:59
Anchorage, AK

Job Description

Merrill Financial Solutions Advisor (Partially Licensed) - Alaska Market

Anchorage, Alaska;Juneau, Alaska

Job Description:

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

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

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

Job Description:

This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies

  • Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life PriorityTM solutions

  • Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

  • Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy

  • Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor

  • Builds relationships with internal service providers based on client needs and asset thresholds

  • Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools

The Advisor Development Program (ADP) Journey:

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

We'll help you:

  • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!

  • Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

  • Deliver advice throughclient reviews/presentations withconfidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

  • Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life PriorityTM solutions, through Bank of America and Merrill to meet their financial needs.

As a Merrill FSA, you can look forward to:

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

  • Marketing strategies to reach wider audiences with greater appeal.

  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.

  • Potential Opportunities for professional growth.

  • Leadership opportunities, including leading client and conference seminars

We're a culture that:

  • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

  • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

  • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

  • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.

  • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

Required Qualifications:

  • Currently holds FINRA Securities Industry Essentials (SIE)

  • 4+ years of progressive professional and/or military experience

  • Ability to obtain Series 7 and 66 licenses within allotted program time

  • Is a self-starter who efficiently manages time and capacity

  • Sets and accomplishes goals, achieving whatever one sets their mind to

  • Builds and nurtures strong relationships

  • Collaborates effectively with others to get things done

  • Communicates effectively and confidently and is comfortable engaging all clients

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

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

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

Desired Qualifications:

  • Experience working in the financial service industry and/or a sales environment where goals were met or exceeded

  • Strong computer skills and the ability to multitask in a demanding environment

  • Bachelor's Degree, preferably in business-related field

  • Proven ability to partner and promote lead generation

  • Experience balancing investment management, sales activities and new client development

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

  • Obtained insurance licenses

Skills:

  • Account Management

  • Client Investments Management

  • Client Management

  • Client Solutions Advisory

  • Relationship Building

  • Advisory

  • Business Development

  • Fraud Management

  • Pipeline Management

  • Portfolio Management

  • Client Experience Branding

  • Issue Management

  • Prospecting

  • Referral Identification

  • Sales Performance 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

Software Engineer III - Bank of America
Posted: Sep 19, 2024 03:59
Atlanta, GA

Job Description

Software Engineer III

Atlanta, Georgia

Job Description:

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

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

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

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

Job Description:

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.

Position Summary

QA Tools Developer - .Net developer is needed to support the QA Web tools platform which is host to a number of existing and new toolsets being built to be leveraged by internal (DCRS - QA/EL/CM teams/UAT) and external teams as well.

Resource needed to provide adequate coverage to reduce significant risks in application support /availability/ development of tools to to mitigate impact to deliverables across projects, status reporting and MRA audit related functions.

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)

Required Qualifications

  • Bachelors degree in Engineering ,Computer science ,Information Technology or Job related field required .

  • 12+ years experience in Job related field required

  • Candidate should have strong hands on development skills using ASP.net (MVC), Angular JS, and SQL

  • A plus: experience with Kendoui core, Datatables.js, Chartsjs, and SignalR

  • Additional skillset: IIS configuration and bitbucket deployment

  • Able to work independently and deliver results with minimum supervision

  • Quick learner who can grasp various complexities of the requirements and systems being supported

  • Demonstrated flexibility for operating and delivering results in a dynamic and complex environment

  • Capable of owning work and coordinating end to end, including closing out issues, managing risk, providing accurate status, and communicating with clients, partners, and management.

Desired Qualifications

  • Must be a team player

  • Ability to work on multiple applications and projects

  • Good communication and presentation skills

  • Ability to write design documents and present solutions to management and client

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

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

Merrill Team Financial Advisor - Bank of America
Posted: Sep 19, 2024 03:59
Atlanta, GA

Job Description

Merrill Team Financial Advisor

Atlanta, Georgia;Nashville, Tennessee

Job Description:

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

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

Merrill Team Financial Advisor Business Development Program

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

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

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

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

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

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

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

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

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

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

The Team Financial Advisor receives:

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

  • World class training throughout their career with Merrill Wealth Management

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

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

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

Ideal candidates:

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

Essential Duties and Responsibilities:

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

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

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

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

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

Required Qualifications

  • Proven ability to engage with and influence others

  • Exceptional interpersonal and relationship building skills

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

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

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

  • Proven ability to listen and probe for clarity and understanding

  • Goal and results oriented

  • Ability to source clients through prospecting and networking

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

  • Strong follow-through skills

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

Desired Qualifications

  • At minimum a Bachelor's Degree

  • Demonstrated track record of success

  • Proficiency in using Sales Force / Client Relationship Manager Tool

  • Strong understanding of the Financial Advisor role

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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



Job Detail

Relationship Banker - Bell Tower Financial Center - Bank of America
Posted: Sep 19, 2024 03:59
Fort Myers, FL

Job Description

Relationship Banker - Bell Tower Financial Center

Fort Myers, 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 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 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

Relationship Banker - Cypress Lake Financial Center - Bank of America
Posted: Sep 19, 2024 03:59
Fort Myers, FL

Job Description

Relationship Banker - Cypress Lake Financial Center

Fort Myers, 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 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 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:

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 - Summerlin Financial Center - Bank of America
Posted: Sep 19, 2024 03:59
Fort Myers, FL

Job Description

Relationship Banker - Summerlin Financial Center

Fort Myers, 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 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 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

Treasury Sales Officer - Bank of America
Posted: Sep 19, 2024 03:59
Austin, TX

Job Description

Treasury Sales Officer

Austin, 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 the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect's needs.

Responsibilities:

  • Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations

  • Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis

  • Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth

  • Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs

  • Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning

  • Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables

  • Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

Requirements:

  • B.S. or B.A. degree or equivalent work experience

  • 5+ years prior treasury sales experience

  • A deep understanding of bank structure and the operational aspects of global cash management products and services

  • Product and financial acumen

  • Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills

  • Ability to read and leverage data to proactively identify trends and opportunities

  • Strong ability to organize, prioritize and balance multiple sales activities

  • Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly

  • Passionately curious, courageous, knowledge of bank network and effective business partnering

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

Workplace Benefits Solutions - Corporate Market - Bank of America
Posted: Sep 19, 2024 03:59
Los Angeles, CA

Job Description

Workplace Benefits Solutions - Corporate Market

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:

Partners with Banking relationship managers (Business Bank) to identify employee benefits sales opportunities (Defined Contribution, Defined Benefit, NQDC, Equity, Health Benefit Solutions). Coordinates pipeline with RMs, sales teams and advisors. Develops and leverages strategies for client engagement and activities. Serves as the lead for preparation of sales materials, pricing and proposals as well as client interaction through close of sales for Defined Contribution, Defined Benefit and NQDC opportunities in the

Required:

  • 10 years of Retirement or Benefits experience; of which five or more years should be sales related.

  • Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills.

  • Series 7 and 63/65 or 66 (preferred at time of hire) or must obtain within business specific timeframe,and Insurance Licenses.

Skills:

  • Business Acumen

  • Business Development

  • Oral Communications

  • Pipeline Management

  • Presentation Skills

  • Benefits Plan Development

  • Client Management

  • Emotional Intelligence

  • Product Marketing and Branding

  • Active Listening

  • Collaboration

  • Executive Presence

  • Relationship Building

  • Sales Strategy

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

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193)

Pay and benefits information

Pay range

$215,000.00 - $215,000.00 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 Banker - Bilingual Korean Preferred - Bank of America
Posted: Sep 19, 2024 03:59
Los Angeles, CA

Job Description

Senior Banker - Bilingual Korean Preferred

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:

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:

- Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, 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.

- 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 helping new and existing clients based on their needs.

- Has strong written and verbal communications skills.

- Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).

- Has the 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.Desired Qualifications:

- An 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

*Bilingual in Korean preferred

Minimum Education Requirement:

- High School Diploma / GED / Secondary School or equivalent

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Los Angeles - 3442 Wilshire Blvd - WILSHIRE CENTER BC (CA9133)

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

Merchant Consultant - Hawthorne/Inglewood Market - Bank of America
Posted: Sep 19, 2024 03:59
Los Angeles, CA

Job Description

Merchant Consultant - Hawthorne/Inglewood Market

Los Angeles, California;Pasadena, California

Job Description:

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

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

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

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

Job Description:

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

Responsibilities:

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

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

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

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

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

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

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

Skills:

  • Client Experience Branding

  • Client Solutions Advisory

  • Customer and Client Focus

  • Payment Processing

  • Pipeline Management

  • Consulting

  • Credit Documentation Requirements

  • Oral Communications

  • Referral Management

  • Written Communications

  • Financial Analysis

  • Interpret Relevant Laws, Rules, and Regulations

  • Issue Management

  • Prospecting

Required Qualifications:

  • Customer focus

  • Relationship building

  • Oral & Written communication

  • Consultative sales

  • Pipeline management

  • Problem solving

  • Teamwork

  • Time management

  • Presentation skills

  • Outside sales and referral sales

  • Technical expertise

  • 2+ years of sales experience

Desired Qualifications:

  • Merchant products and solutions

  • Multi-lingual ability is a plus

  • High school diploma

  • CRM (Client Relationship Management System)

  • Industry business acumen

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Los Angeles - 2263 Colorado Blvd - EAGLE ROCK BC (CA9128), US - CA - Pasadena - 880 E Colorado Blvd - Lake-colorado (CA9110)

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

Merrill Team Financial Advisor - Bank of America
Posted: Sep 19, 2024 03:59
Los Angeles, CA

Job Description

Merrill Team Financial Advisor

Los Angeles, California

Job Description:

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

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

Merrill Team Financial Advisor Business Development Program

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

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

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

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

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

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

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

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

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

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

The Team Financial Advisor receives:

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

  • World class training throughout their career with Merrill Wealth Management

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

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

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

Ideal candidates:

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

Essential Duties and Responsibilities:

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

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

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

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

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

Required Qualifications

  • Proven ability to engage with and influence others

  • Exceptional interpersonal and relationship building skills

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

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

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

  • Proven ability to listen and probe for clarity and understanding

  • Goal and results oriented

  • Ability to source clients through prospecting and networking

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

  • Strong follow-through skills

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

Desired Qualifications

  • At minimum a Bachelor's Degree

  • Demonstrated track record of success

  • Proficiency in using Sales Force / Client Relationship Manager Tool

  • Strong understanding of the Financial Advisor role

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193)

Pay and benefits information

Pay range

$28.85 - $36.06 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

Financial Center Manager - Bank of America
Posted: Sep 19, 2024 03:59
Detroit, MI

Job Description

Financial Center Manager

Detroit, 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 managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:

- Develops talent, including proactive sourcing of candidates

- 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 by engaging employees on business strategy

- Manages organizational priorities and effective execution

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.

- Breaks down barriers to create a more inclusive environment that supports company D&I goals

- Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations

- Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success

- Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization

- Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance

- Efficiently allocates and manages resources across the organization to drive short and long term profitability

- Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs

- Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage4

Required Qualifications:

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

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

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

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

- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.

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

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

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

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

- 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.

Desired Qualifications:

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

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

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

- Bilingual skills.

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

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 - Springfield Gardens Financial Center - Bank of America
Posted: Sep 19, 2024 03:59
Springfield Gardens, NY

Job Description

Relationship Banker - Springfield Gardens Financial Center

Springfield Gardens, 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 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:

  • Must be a current Year Up intern with Bank of America

  • 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

Pay Transparency details

US - NY - Springfield Gardens - 21602 Merrick Blvd (NY5103)

Pay and benefits information

Pay range

$23.00 - $25.96 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

Commercial Credit Lending Officer - Phoenix, AZ - Bank of America
Posted: Sep 19, 2024 03:59
Phoenix, AZ

Job Description

Commercial Credit Lending Officer - Phoenix, AZ

Phoenix, 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 leading the commercial credit process within the Enterprise Credit organization for select Business Banking and Middle Market clients and prospects. Key responsibilitiesinclude collaborating directlywith the ClientManagement teams and internal partners to drive an efficient credit delivery experience. Job expectations includeobtaining lendingauthority toutilize through theunderwriting and approval process.

The Lending Officer acts as the point of contact for driving credit solutions for the client. The Lending Officer maintains relationships with the client management team and works directly with clients from deal structuring through final credit approval, legal document negotiations and closing as necessary. The Lending Officer is responsible for negotiation with the client on credit terms, performing full underwriting analysis and preparing deal justification. The Lending Officer will have single signature approval authority (per the Approval Grid) for credit and monitoring actions as needed. The Lending Officer ensures data quality of credit-related client and deal information.

Position can be filled as a Lending Officer I or II

Responsibilities:

  • Collaborates with Client Management teams to perform analysis of credit opportunities and prospects at the bank

  • Manages client and prospect originations including initial credit structuring, underwriting, legal documentation review, and deal closing

  • Delivers on data accuracy and quality of underwriting metrics in compliance with internal policies and procedures

  • Monitors assigned portfolios of client loan maturities and collaborates with Analysts to continuously recognize and address risks in a timely manner

  • Escalates and debates deteriorating assets in partnership with the Special Assets Group and Risk as appropriate

  • Participates in Regional and Market meetings to communicate credit delivery best practices and results

Required Skills:

  • 2 + years Commercial credit experience

  • Client-facing experience-ability to consult & navigate client requests

  • Strong analytical skills and attention to detail

  • Effective communicator in both written and oral presentations

  • Ability to effectively partner with peers and other business units across the enterprise

  • Demonstrate sense of urgency with decision making and execution

  • Self-starter and ability to work independently

  • Must have proficiency with Microsoft office (Excel, PowerPoint, Word etc.)

Desired Skills:

  • BA/BS degree in Finance, Accounting or Economics majors preferred

  • Prior commercial loan underwriting experience

Skills:

  • Loan Structuring

  • Underwriting

  • Collaboration

  • Decision Making

  • Written Communications

  • Interpret Relevant Laws, Rules, and Regulations

  • Credit Documentation Requirements

  • Active Listening

  • Analytical Thinking

  • Attention to Detail

  • Issue Management

  • Risk Management

  • Negotiation

  • Oral Communications

  • Prioritization

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

Sr. Business Control Specialist - ILQA/Remediation Team - Bank of America
Posted: Sep 19, 2024 03:59
Phoenix, AZ

Job Description

Sr. Business Control Specialist - ILQA/Remediation Team

Phoenix, Arizona;Greensboro, North Carolina; Newark, Delaware

Job Description:

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

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

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

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

Job Description:

This job is responsible for driving and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include providing analytical and administrative support for LOB or ECF specific processes and tools to drive adherence to enterprise-wide standards. Job expectations include reviewing and revising our current processes/procedures within the LOB, as well as collaborating with business partners on upcoming projects to generate and implement new ideas. This position may also have responsibilities for managing direct reports.

Responsibilities:

  • Oversees the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards

  • Implements optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts

  • Supports the monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation

  • Conducts and coordinates quality inspection reviews to enhance employee performance and control effectiveness

  • Performs QA activities including executing on controls, managing cases, and reporting results

  • Executes initiatives by identifying areas of potential testing automation, procedural updates, thematic trends, test script updates, and coaching opportunities to enhance QA program success

  • Supports the overall management of and research required for regulatory exams, internal audits, and other monitoring and inspection reviews and evaluates data and information relevant to inspection metrics to support governance activities for dashboard reporting

Required Qualifications :

  • 2+ years in asupervisory or leadership role

  • 2+ years Collections experience

  • 2+ years Business control environment expertise/experience or operational management experience

  • Strong working knowledge of Word, Excel, PowerPoint, and SharePoint

  • Demonstrated ability to build partnerships and work with multiple partners

  • Ability to analyze data and trends to support performance enablement

  • Effective organizational and time management skills

  • Demonstrates strong communication skills both verbally and in written for- ability to interact with various band levels

Skills:

  • Controls Management

  • Issue Management

  • Monitoring, Surveillance, and Testing

  • Quality Assurance

  • Risk Management

  • Analytical Thinking

  • Attention to Detail

  • Critical Thinking

  • Problem Solving

  • Written Communications

  • Decision Making

  • Innovative Thinking

  • Prioritization

  • Recording/Organizing Information

  • Research

  • Performance Management

  • Leadership Development

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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



Job Detail

Relationship Banker - North Cape Coral Financial Center - Bank of America
Posted: Sep 19, 2024 03:59
Cape Coral, FL

Job Description

Relationship Banker - North Cape Coral Financial Center

Cape Coral, 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 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 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:

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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



Job Detail

Wealth Management Client Associate - Bank of America
Posted: Sep 19, 2024 03:59
Greenville, SC

Job Description

Wealth Management Client Associate

Greenville, South Carolina

Job Description:

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

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

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

Job Description:

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

Responsibilities:

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

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

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

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

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

Skills:

  • Account Management

  • Client Management

  • Customer and Client Focus

  • Issue Management

  • Oral Communications

  • Business Development

  • Client Solutions Advisory

  • Pipeline Management

  • Prioritization

  • Administrative Services

  • Emotional Intelligence

  • Referral Identification

  • Written Communications

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

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

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

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

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

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

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

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

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



Job Detail

Network Security Engineer - Threat Engineer - Bank of America
Posted: Sep 19, 2024 03:59
Plano, TX

Job Description

Network Security Engineer - Threat Engineer

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

Responsibilities:

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

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

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

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

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

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

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

The Security Transition and Integration Team is seeking a Threat Engineer to support Cybersecurity Release & Deployment (new deployments of Security Systems in support of high-profile projects) and Lifecycle Management Refresh initiatives (Upgrading Hardware and Software to mitigate End-of-Life equipment or Non-Permitted Technologies).

Position Summary

The Threat Engineer candidate will support all technical and strategic initiatives. Responsibilities will be to ensure technical planning and logistics occur to achieve targeted schedules and annual commitment to refresh and build requirements are met, while incurring zero impact to the network.

The Individual must possess the ability to analyze and understand a variety of existing and evolving business requirements, interface with technology engagement teams and provide best in class Threat solutions that align to meet business and technology requirements.

Candidate will be a strong engineering minded individual with polished collaboration, written, and oral communication skills. Must have a proven track record interacting with various levels of management, clients, and technical team members in delivering technical Threat and Cybersecurity solutions.

This highly dynamic position will require the ability to manage multiple technical project engagements requiring the candidate to be a team player who can also work independently to manage multiple deadlines, priorities and a diverse set of applications and requirements.

Additional responsibilities include, but are not limited to:

  • Adheres to work effort and project close-out practices such as database updates, asset tracking, inventory systems, records retention, and the related systems, tools, and process updates.

  • Works with Design Engineering in a -knowledge sharing" capacity in support of adoption of the new technology, systems or process changes.

  • Identify opportunities to improve service delivery and objectively measure the effects of these efforts over time.

Required Qualifications:

  • 8+ years of security experience with Threat solutions.

  • B.S. degree in Computer Science or job related field required.

  • In depth engineering experience in Threat solutions, including the design, low level engineering, and delivery of new hardware systems for client applications.

  • Strong experience with Proxies (ex. SkyHigh or Broadcom).

  • Experience building/operating/deploying various Threat platforms including SkyHigh Secure Web Gateway, Broadcom BlueCoat, F5 SSLO, Trellix FireEye.

  • Strong attention to detail and ability to follow an existing refined process, while also seeking continual improvements. Assess and advise of solutions to improve processes.

  • Strong analytical, problem solving, and organizational skills required.

  • Proven ability to effectively collaborate with others, make decisions to initiate action, and adapt to change.

  • Ability to work nights and weekends as required to support change activities

Desired Qualifications:

  • Knowledge of DMZ Networking and Cisco Routing/Switching is a plus.

  • Security and networking professional certifications highly preferred; ISC2 (CISSP), Cisco (CCNP)

  • Bank experience highly recommended.

  • Programming skills a plus: sh, Perl, Python, Golang, C, C++.

  • Administrator level ability with UNIX (Linux or another variant) is highly desirable.

Skills:

  • Analytical Thinking

  • Application Development

  • Automation

  • Production Support

  • Risk Management

  • Adaptability

  • Business Acumen

  • DevOps Practices

  • Solution Delivery Process

  • Solution Design

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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



Job Detail

Financial Center Assistant Manager - Bank of America
Posted: Sep 19, 2024 03:59
Casa Grande, AZ

Job Description

Financial Center Assistant Manager

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

Responsibilities:

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

  • Manages business results through formalized management routines and coaching

  • Creates a world class client experience environment

  • Manages market-level initiatives prescribed by market leaders

  • Drives operational excellence by engaging employees on business strategy

  • Manages organizational priorities and effective execution

Required Qualifications:

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

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

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

  • Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed

  • Communicates effectively and confidently and is comfortable engaging all clients

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

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

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

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

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

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

Desired Qualifications:

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

  • Experience in mortgage, retail and/or hospitality

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

  • Bilingual skills

Skills:

  • Coaching

  • Customer Service Management

  • Customer and Client Focus

  • Performance Management

  • Talent Development

  • Business Operations Management

  • Recruiting

  • Result Orientation

  • Risk Management

  • Sales Performance Management

  • Inclusive Leadership

  • Leadership Development

  • Prioritization

  • Problem Solving

  • 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