Company Detail

Global Financial Crimes Sr. Investigator - Bank of America
Posted: Sep 18, 2024 07:02
Dallas, TX

Job Description

Global Financial Crimes Sr. Investigator

Charlotte, North Carolina;New York, New York; Plano, Texas; Dallas, Texas; 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 performing end-to-end investigations or investigations support functions of external financial crimes activities across one or more lines of business. Key responsibilities include conducting routine to complex investigations, including fraud committed by external parties, money laundering, or terrorist financing and acting as the liaison to Law Enforcement as required. Job expectations include providing coaching and inputs to investigators to improve case quality, ensure all cases are sufficiently investigated and findings are adequately documented.

The Senior Global Financial Crimes (-GFC-) Investigator, under broad supervision, partners with investigators to ensure investigative procedures are followed and quality standards are maintained. The Senior GFC Investigator is a subject matter expert (-SME-) in the financial crimes area and is responsible for approving recommendations by the GFC Investigator to file or not to file a Suspicious Activity Report (-SAR-) as a result of a completed investigation. The Senior GFC Investigator will be relied upon to direct their attention to completing investigations reviews, managing risk, while ensuring cases meet or exceed closure and quality metrics, reporting facts of the investigation to assist in identifying potential operational or compliance risks, and completing Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcement. This role may partner with GFCC Risk Management, front line units or other stakeholders to resolve investigations.

Responsibilities:

  • Reviews, analyzes, and makes recommendations on investigations, while identifying enhancements to ensure cases meet or exceed closure and quality metrics

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

  • Reports facts of the investigation to senior stakeholders, assisting in identifying potential operational or compliance risks and partners with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations

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

  • Delivering 2nd line risk management by conducting routine investigations reviews involving for the Consumer line of business.

  • Reviewing all cases completed by the team to ensure a thorough and accurate assessment of risk.

  • Providing coaching and input to GFC investigators on work product to improve quality and ensure all cases are sufficiently investigated and findings adequately documented.

  • Ensuring accuracy and quality of case investigations and documented findings.

  • Communicating case returns/ risk in a timely and efficient manner.

  • Analyzing the facts presented by the investigator, reviews investigator recommendations, and makes the determination of whether a SAR and/or state report should be filed, as well as the future disposition of the client's relationships/accounts.

  • Participating in the onboarding supporting and mentoring of investigators.

  • Participating in the case assignment process to distribute work across investigative teams in consideration team capacity and optimal performance.

  • Supporting the identification of improvements to the investigations and case assignment processes to enhance the effectiveness and efficiency of the investigative procedures.

Required Qualifications:

  • Minimum of five years of relevant experience

  • 1+ years of AML/Compliance experience and or knowledge of AML typologies

  • 1+ years of investment experience/work or good knowledge of investments/securities products and services.

  • Prior anti-money laundering / financial crimes investigation experience in a financial institution or government position.

  • Strong and effective verbal and written communication/skills.

  • Proficiency in Microsoft Excel.

  • Self-starter capable of analyzing and reporting independently.

  • Keen eye for detail.

  • Prior experience and knowledge of investments and securities

  • Bachelor's or equivalent work experience

Desired Qualifications:

  • Bachelor's Degree in related field

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

  • Additional Technical/Functional Experience (e.g. Industry type): Financial Services and/or related government entity

  • Certified Anti-Money Laundering Specialist (CAMS)

Skills:

  • Coaching

  • Fraud Management

  • Quality Assurance

  • Regulatory Compliance

  • Investigation Management

  • Policies, Procedures, and Guidelines Management

  • Risk Management

  • Issue Management

  • Reporting

  • Written Communications

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$90,000.00 - $105,700.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

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

Benefits

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

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

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

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

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

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

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

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



Job Detail

Senior Data Analyst - Secured Lending Data Management - Bank of America
Posted: Sep 18, 2024 07:02
Wilmington, DE

Job Description

Senior Data Analyst - Secured Lending Data Management

Charlotte, North Carolina;Wilmington, Delaware; Plano, Texas; 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 ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance.

This position supports domain governance for the Secured Lending data domains (Mortgage and Consumer Vehicle Lending), assisting the Data Domain Manager with ensuring the data domains remain compliant with Enterprise Data Management Standards. This includes work on monthly domain health packages, data testing, eDIM / DART tickets, data capture processes, data asset alignment, process alignment, metadata, and resolving metric breaches.

Responsibilities:

  • Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set

  • Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship

  • Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform

  • Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform

  • Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents

Required Qualifications:

  • Independent research and analysis capability and experience

  • Ability to apply policies, standards, and rules to deliver compliant work.

  • Ability to easily master new desktop technology, tools, and applications.

Desired Qualifications:

  • Good oral and written communication skills, and confidence to communicate effectively to a variety of audiences.

  • Service-oriented perspective.

  • Strong attention to detail.

  • Ability to build relationships and establish and lead cross-functional teams to meet goals.

  • Business acumen and experience with Secured Lending data domains and their related systems (Mortgage and Consumer Vehicle Lending).

  • Understating of data management concepts and best practices.

  • Working knowledge of BAC's Enterprise Data Management Governance Policy, Standards, and related applications.

  • SQL proficiency - able to access, navigate, understand, and use data

  • Familiarity with project, change, and issue management tools, including: PPRT, UCRA, DART, CIMA, Materiality Assessment, and JIRA.

Skills:

  • Issue Management

  • Policies, Procedures, and Guidelines Management

  • Data Collection and Entry

  • Data Modeling

  • Data Management

  • Data Governance

  • Data and Trend Analysis

  • Data Quality Management

  • Analytical Thinking

  • Collaboration

  • Controls Management

  • Regulatory Compliance

  • Production Support

  • Solution Design

  • Business Acumen

Minimum Education Requirement:

  • Bachelor's Degree in relatedfield or equivalent work experience

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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



Job Detail

Audit Supervisor - Consumer and Retail Preferred - Bank of America
Posted: Sep 18, 2024 07:02
Wilmington, DE

Job Description

Audit Supervisor - Consumer and Retail Preferred

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

Job Description:

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

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

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

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

Job Description:

This job is responsible for independently performing test work during highly complex audit activities for Lines of Business (LOBs). Key responsibilities include independently designing and executing audit tests, assessing issues for business impact and recommending severity ratings, and establishing business partner relationships. Job expectations include evaluating the control environment, fostering an inclusive work environment, applying product, business, and technical expertise, and supporting team members with development.

Responsibilities:

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

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

  • Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings

  • Provides input on draft audit reports and shares audit results with business leaders

  • Supports the development of peers and teams through on-the-job-training and fosters an inclusive work environment

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

  • Uses innovative tools to complete audit activities more efficiently (e.g., testing)

Skills:

  • Analytical Thinking

  • Audit Planning

  • Internal Audit Review

  • Issue Management

  • Risk Management

  • Attention to Detail

  • Automation

  • Business Acumen

  • Project Management

  • Technical Documentation

  • Coaching

  • Critical Thinking

  • Relationship Building

  • Written Communications

Required Qualifications:

  • 4-5 years' in audit or in a compliance/business controls/risk management role

  • Sound organizational, analytical, oral and written communication skills

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

  • Self Starter, desire to learn able to teach others, high energy, positive attitude, exhibits flexibility

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

  • Ability to work in a very detailed manner as well as to look broadly across a population and develop connections and themes identifying risk and concerns

  • Ability to juggle multiple work efforts and to quickly change direction, as needed

  • Bachelor's Degree OR Equivalent work experience

Desired Qualifications:

  • Knowledge of Bank of America Consumer business processes and front-end application systems

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CT - East Hartford - 101 E River Dr - One Riverview Square (CT2550), US - CT - Stamford - 600 Washington Blvd (CT2561), US - RI - Providence - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

$100,000.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

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

Benefits

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

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

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

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

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

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

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

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



Job Detail

Audit Manager - Commercial Credit - Bank of America
Posted: Sep 18, 2024 07:02
Wilmington, DE

Job Description

Audit Manager - Commercial Credit

Atlanta, Georgia;Stamford, Connecticut; Charlotte, North Carolina; Dallas, Texas; Wilmington, Delaware; Providence, Rhode Island; New York, New York; East Hartford, Connecticut

Job Description:

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

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

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

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

Job Description:

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

The team covers Commercial Credit risk, underwriting, and monitoring. The individual will be responsible for coordinating, scoping and leading team reviews (incl. large, cross-functional audits) to provide timely and complete assurance over the end-to-end Commercial Credit Risk, inclusive of leveraged lending and traded products. Independently executes assigned audit activities and supervise audit team for the project engagement as well as engage in multiple projects simultaneously. Utilizes sound, seasoned analytical skills and possesses product, business, and technical expertise to execute assigned responsibilities. Exercises judgment and critical thinking to influence business partners. Identifies control trends in assigned business areas as well as impact to the business and the Bank overall by applying deep and broad business acumen.

Responsibilities:

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

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

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

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

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

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

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

Skills:

  • Analytical Thinking

  • Audit Planning

  • Internal Audit Review

  • Issue Management

  • Risk Management

  • Business Acumen

  • Coaching

  • Project Management

  • Relationship Building

  • Written Communications

  • Attention to Detail

  • Automation

  • Critical Thinking

  • Technical Documentation

Required Qualifications:

  • Must have a minimum of 5 + years of Credit, Risk and/or Auditing experience

  • Leveraged Lending, Global Markets, and/or Counterparty Credit Risk knowledge and experience

  • Bachelor's Degree or equivalent work experience

  • Sound organizational, analytical, oral and written communication skills

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

  • Self Starter, desire to learn able to teach others, high energy, positive attitude, exhibits flexibility

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

  • Ability to work in a very detailed manner as well as to look broadly across a population and develop connections and themes identifying risk and concerns

  • Ability to juggle multiple work efforts and to quickly change direction, as needed

Desired Qualifications:

  • Data Analytics, data reporting, or data management experience

  • Advanced degree

  • Enterprise Risk or Credit Risk experience is strongly preferred

  • Strong presentation skills

  • Strong preference to having Audit experience

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CT - East Hartford - 101 E River Dr - One Riverview Square (CT2550), US - CT - Stamford - 600 Washington Blvd (CT2561), US - RI - Providence - 1 Financial Plaza (RI1537)

Pay and benefits information

Pay range

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

Discretionary incentive eligible

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

Benefits

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

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

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

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

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

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

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

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



Job Detail

Merrill Financial Solutions Advisor - Raleigh and surrounding cities. - Bank of America
Posted: Sep 18, 2024 07:02
Myrtle Beach, SC

Job Description

Merrill Financial Solutions Advisor - Raleigh and surrounding cities.

Raleigh, North Carolina;Wilson, North Carolina; Myrtle Beach, South Carolina; Chapel Hill, North Carolina; Fayetteville, North Carolina; Wilmington, North Carolina

Job Description:

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

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

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

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

Job Description:

This job is responsible for 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

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

Global Financial Crimes Investigator - Bank of America
Posted: Sep 18, 2024 07:02
Chandler, AZ

Job Description

Global Financial Crimes Investigator

Phoenix, Arizona;Tampa, Florida; Atlanta, Georgia; Charlotte, North Carolina; Chicago, Illinois; Chandler, Arizona

Job Description:

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

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

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

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

Job Description:

This job is responsible for performing end-to-end investigations or investigations support functions of external financial crimes activities across one or more lines of business. Key responsibilities include conducting routine to complex investigations, including fraud committed by external parties, money laundering, or terrorist financing and acting as the liaison to Law Enforcement as required.

Responsibilities:

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

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

  • Reports facts of the investigation to senior stakeholders, assisting in identifying potential operational or compliance risks and partners with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations

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

Skills:

  • Critical Thinking

  • Fraud Management

  • Regulatory Compliance

  • Written Communications

  • Investigation Management

  • Policies, Procedures, and Guidelines Management

  • Reporting

  • Risk Management

  • Coaching

  • Issue Management

  • Talent Development

Required Qualifications:

  • Minimum years business and functional experience: 5 Years

  • Degree required: Bachelor's or equivalent experience

Desired Qualifications:

  • Additional technical/functional experience (e.g., Industry type): Financial Services and/or related government entity

  • Certifications: ACAMS - Association of Certified Anti-Money Laundering Specialists

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. Cloud Security Controls Governance Manager - Bank of America
Posted: Sep 18, 2024 07:02
Washington, DC

Job Description

Sr. Cloud Security Controls Governance Manager

Denver, Colorado;Washington, District of Columbia; 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.

The Cloud Security Controls Governance Manager is responsible for implementing, managing, and governing security controls across multi-cloud environments, with a specific emphasis on Azure and AWS platforms, to ensure the protection of organizational data and systems. This role requires deep expertise in cloud security, architecture principles, and industry standards. The ideal candidate will work closely with various teams to ensure the security of cloud-based applications, data, and infrastructure, particularly on platforms like AWS and Azure. Will manage a team of 5-7.

Key Responsibilities:

  • Manages a team responsible for executing the cloud security reviews for bank managed cloud environments

  • Provides oversight of internal and external stakeholder relationships, including Line of Business delegates and regulators, to mitigate and remediate information security risks

  • Ensures Information Technology systems meet enterprise standards, adhere to applicable rules, laws, and regulations, and comply with appropriate treatment of risk

  • Works with leaders to identify information security policy impacts to front line units

  • Develop and implement security controls for cloud infrastructure (IaaS, PaaS, SaaS) based on industry best practices, compliance requirements, and bank security policies.

  • Ensure appropriate security measures are in place to protect against threats, vulnerabilities, and breaches in Azure and AWS environments.

  • Develop and maintain documentation for cloud security controls, policies, and procedures.

  • Monitor and evaluate the effectiveness of existing cloud security controls and recommend enhancements.

  • Conduct regular security assessments and audits of cloud environments to identify and mitigate potential security threats and vulnerabilities in cloud environments.

  • Participate in internal and external audits to demonstrate compliance with cloud security requirements.

  • Provide guidance and training to stakeholders on cloud security best practices and the implementation of security controls.

  • Act as a liaison between the security team and other departments to promote a security-first culture.

  • Collaborate with DevOps, IT, and business teams to integrate security controls into cloud deployments and CI/CD pipelines.

  • Stay current with emerging cloud security trends, technologies, and best practices.

  • Continuously improve security controls and processes to enhance the organization's security posture.

Required Skills:

  • In-depth understanding of cloud security principles, best practices for Azure and AWS platforms, and industry frameworks such as OWASP Top 10, NIST, CSA, CIS benchmarks.

  • Experience building and implementing Infrastructure as Code and/or Policy as Code governance strategies.

  • Experience conducting security assessments, risk analyses, and developing security concepts.

  • Hands-on experience with cloud security tools and technologies such as AWS Security Hub, Azure Security Center, Google Cloud Security Command Center, and/or Wiz.

  • Extensive knowledge of security tools and technologies such as SIEM, IDS/IPS, DLP, firewalls, PKI, and identity management and how they work in cloud environments. Specifically in network security, including AWS networking primitives, security groups, network access control lists, proxies, firewall and WAF technologies.

  • Experience with cloud and containerized technologies, AKS, EKS, ECS, serverless, Kubernetes and Docker

  • Extensive knowledge of public cloud service providers and the threats to workloads within those environments

  • Currently hold active AWS Security Specialty or Azure AZ-500 certification

Desired Skills:

  • Master's degree in Information Systems or Computer Science and/or equivalent combination of education and work experience within the domain areas of Cloud Security

  • Relevant industry certifications such as ISC2 and SANS GIAC are highly desirable.

  • Strong communication and interpersonal skills to work effectively with cross-functional teams.

  • Ability to manage multiple projects and priorities in a fast-paced environment.

  • Bachelor's degree in Information Systems or Computer Science and/or equivalent combination of education and work experience within the domain areas of Cloud Security

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

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

$160,000.00 - $185,100.00 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

IAM Service Enablement Analyst - Global Information Security - Bank of America
Posted: Sep 18, 2024 07:02
Washington, DC

Job Description

IAM Service Enablement Analyst - Global Information Security

Denver, Colorado;Washington, District of Columbia; 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!

Position Summary

Global Technology delivers technology services globally across the bank's eight lines of business that serve individuals, companies, and institutions. The team also focuses on digital banking, payments, infrastructure, data management and technology that enhances cyber security, and risk and capital management. Innovation is at the heart of all Global Technology does. Good conduct and sound judgment are crucial to our long-term success. It's important that all employees in the organization understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

What you can expect in Identity & Access Management:

In today's highly connected world, managing and securing the identity of users is essential to the safety and success of our workforce. The Identity & Access Management (IAM) team works within Global Information Services (GIS) and in close participation with all other LOB teams as well as second and third line of defense partners. This role is highly visible and requires frequent interaction with senior management and key stakeholders. Are you passionate about the latest IT technologies and thrive in a fast-paced international environment? In a typical day, you may work with other team members on the book of work, operational concerns, or risk items. You will help overcome obstacles and maintain good relationships with key stakeholders across The Bank to ensure timely and effective delivery. We offer you the opportunity to collaborate with passionate competent people, experts in their field. We thrive on being challenged and everything we do is anchored in managing risk for The Bank.

The Identity & Access Management Information Security Consultant will analyze, strengthen, and secure the company's related systems and overall security posture for IAM Service Enablement. This role focuses on collaboration across all Lines of Business, and technology partners, product owners and developers, to continuously improve the organization's adherence to security best practices, laws/rules/regulations, and policies. The Control Specialist will analyze technology, controls and various other areas to identify inefficiencies and drive designing of improvement opportunities to enable adherence.

In this role, it will be expected that you actively apply knowledge of laws, rules, regulations, and information security concepts (e.g., NIST, COBIT, ISO) to establish and maintain policies, validate alignment of processes and controls to requirements, and report on adherence to policy requirements. Job expectations include using data analytics and partnering with internal teams to verify policy compliance, identify gaps in coverage, and support remediation activities. The ability to work independently and manage your work (ex. ticket queues, instant messages, calls, emails, and meetings) is key to this role. A risk-oriented perspective is required, along with the ability to support and adapt to processes and priorities.

Qualifications:

  • 3+ years of professional experience, preferably in a technical/development environment.

  • Knowledge of identity and authentication methodologies, techniques, and technologies.

  • Strong attention to detail and advanced analytical skills.

  • Excellent communication and presentation skills.

  • Excellent organizational skills and be able to effectively prioritize multiple tasks.

  • Hands on experience and involvement in large and complex projects.

  • Previous experience creating and editing documentation that ensures clarity, accuracy, and consistency

  • Ability to quickly grasp complex technical concepts and make them easily understandable

Desired:

  • Experience with SharePoint (wiki)

  • Knowledge and understanding of Identity and Access Management specific laws, rules, regulations, and Guidelines such as SOX, OCC, NIST, ISO/EC, FFIEC within the financial services sector.

  • Experience with Linux, Windows, Cloud Identity, Access Management, design and architecture of authentication services or Identity Store.

  • Knowledge of Identity and Access Management Governance Administration related tools which support, vaulting, integration with service management tool would be an advantage.

  • Security knowledge which covers core technology infrastructure (Account management, servers, databases, etc.) identity management and application security practice.

Skills:

  • Controls Management

  • Cyber Security

  • Data Governance

  • Information Systems Management

  • Risk Management

  • Architecture

  • Customer and Client Focus

  • Executive Presence

  • Threat Analysis

  • Vendor Management

  • Advisory

  • Business Acumen

  • Business Intelligence

  • Cloud Solutions

  • Technology System Assessment

Enterprise Role Overview:

This job is responsible for supporting Line of Business leaders by balancing the needs of the business while ensuring information security risk is appropriately identified and managed to drive uncompromising cyber security protection. Key responsibilities include applying an understanding of the business and engaging with technology partners, business partners, and Global Information Security teams to provide blended security and business expertise to ensure appropriate management of information security risks.

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

Sr. Cloud Security Controls Enablement Specialist - Bank of America
Posted: Sep 18, 2024 07:02
Washington, DC

Job Description

Sr. Cloud Security Controls Enablement Specialist

Denver, Colorado;Washington, District of Columbia; 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.

The Cloud Security Controls Enablement Specialist is responsible for designing, implementing, and managing security controls across multi-cloud environments, with a specific emphasis on Azure and AWS platforms, to ensure the protection of organizational data and systems. This role requires deep expertise in cloud security, architecture principles, and industry standards. The ideal candidate will work closely with various teams to ensure the security of cloud-based applications, data, and infrastructure, particularly on platforms like AWS and Azure.

Key Responsibilities:

- Lead the design and implementation of secure cloud architectures and solutions, ensuring alignment with business objectives and security requirements.

- Develop and document security architectures in partnership with CST solutions architecture team, including detailed diagrams and written explanations.

- Evaluate and recommend new cloud security technologies and practices to improve the organization's security posture.

- Develop and implement security controls for cloud infrastructure (IaaS, PaaS, SaaS) based on industry best practices and compliance requirements.

- Ensure appropriate security measures are in place to protect against threats, vulnerabilities, and breaches in Azure and AWS environments.

- Monitor and evaluate the effectiveness of existing cloud security controls and recommend enhancements.

- Define and implement security controls and policies for cloud environments, ensuring compliance with industry standards (e.g., ISO 27001, NIST, GDPR, HIPAA) and bank security policies.

- Conduct regular security assessments and audits of cloud environments to identify and mitigate risks.

- Conduct risk assessments to identify potential security threats and vulnerabilities in cloud environments.

- Develop risk mitigation strategies and work with relevant teams to implement solutions.

- Maintain and update risk registers and ensure continuous monitoring of cloud security risks.

- Ensure compliance with relevant security standards and regulations (e.g., ISO 27001, NIST, GDPR, HIPAA).

- Develop and maintain documentation for security controls, policies, and procedures.

- Participate in internal and external audits to demonstrate compliance with cloud security requirements.

- Provide guidance and training to stakeholders on cloud security best practices and the implementation of security controls.

- Act as a liaison between the security team and other departments to promote a security-first culture.

- Collaborate with DevOps, IT, and business teams to integrate security controls into cloud deployments and CI/CD pipelines.

- Act as a subject matter expert on cloud security architecture, providing guidance and support to various stakeholders.

- Stay current with emerging cloud security trends, technologies, and best practices.

- Continuously improve security controls and processes to enhance the organization's security posture.

- Participate in security research, community engagements, industry forums, and knowledge-sharing initiatives.

Required Skills:

- Strong understanding of cloud security principles and best practices for Azure and AWS platforms.

- Extensive knowledge of security tools and technologies such as SIEM, IDS/IPS, DLP, firewalls, PKI, and identity management.

- Experience architecting SIEM systems, threat intelligence platforms, security automation and orchestration.

- Knowledgeable in network security, including AWS networking primitives, security groups, network access control lists, proxies, firewall and WAF technologies.

- Experience building and implementing IaC/PaC governance strategies.

- Experience with cloud and containerized technologies, AKS, EKS, ECS, serverless, Kubernetes and Docker

- Experience with PKI secrets management platforms (e.g., Azure Key Vault, AWS, KMS, AWS Secrets Manager, HashiCorp Vault).

- DevSecOps experience building and deploying infrastructure with build and test automation technologies terraform, cloudformation, ansible, docker, jenkins

- Hands on experience designing and deploying cloud security controls at scale.

- Extensive knowledge of public cloud service providers and the threats to workloads within those environments

- Hands-on experience with cloud security solutions, including Cloud Security Posture Management (CSPM) and Cloud Workload Protection (CWPP).

- 5 years of experience in cloud security

- Currently hold active AWS Security Specialty or Azure AZ-500 certification

- In-depth understanding of cloud security principles, best practices, and industry frameworks such as OWASP Top 10, NIST, CSA, CIS benchmarks

Desired Skills

- Relevant industry certifications such as ISC2 and SANS GIAC are highly desirable.

- Strong communication and interpersonal skills to work effectively with cross-functional teams.

- Ability to manage multiple projects and priorities in a fast-paced environment.

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

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

$130,000.00 - $176,900.00 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 Threat Evaluation Analyst - Cyber Threat Evaluation and Prevention (CTEP) - Bank of America
Posted: Sep 18, 2024 07:02
Washington, DC

Job Description

Senior Threat Evaluation Analyst - Cyber Threat Evaluation and Prevention (CTEP)

Denver, Colorado;Washington, District of Columbia; 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.

The Global Information Security organization (GIS) at Bank of America protects bank information systems, confidential and proprietary data, and customer information. The Cyber Threat Evaluation and Prevention Team (CTEP) assesses threats and emerging risks, evaluates cyber security controls, and defines observations to remediate risks.

The Senior Threat Evaluation Analyst plays an essential role in the Cyber Threat Defense Framework. The CTEP Senior Evaluation Analyst conducts evaluations of threats and incidents and identifies opportunities for process and control enhancements. They act as a mentor and cybersecurity subject matter expert, assisting peers and colleagues in conducting evaluations. They are a leader, capable influencer, comfortable operating in ambiguity, and laser-focused on delivering value for the organization. They are capable of driving initiatives and teams, maximizing value delivery and collaboration. They support the organization in understanding the threat environment to identify the bank's risk of exposure through the identification of root cause (where applicable) and learnings from individual threats to improve how the bank defends against the threat, in collaboration with other GIS control functions. The senior analyst conducts evaluations by engaging with subject matter experts, control owners, and executives, conducting independent research and comprehensively documenting areas of exposure in the Bank's defensive posture. Generally requires 8-10 years of experience.

The Cyber Threat Evaluation and Prevention Program:

- Analyzes threats and incidents to the bank.

- Identifies gaps to be remediated by process and control owners.

- Evaluates and influences the improvement of Bank of America's risk and control environment for cyber security threats and emerging risks.

Within CTEP, the Evaluation team:

- Analyzes threats and incidents sourced from GIS partner teams to identify and triage process and control weaknesses in context of risks arising from the threat.

- Documents defensive posture, process and control weaknesses, and overall risk of each threat.

- Reviews threats/incidents holistically to identify broad themes and strategic issues, enabling GIS to protect against cyber threats effectively and proactively.

Required Skills:

- Proven formal or informal leadership and influencing capability in a technology-related field.

- Knowledge of Cyber Industry Frameworks (e.g., NIST CSF, MITRE ATT&CK, CRI Profile).

- Strategic thinking AND attention to detail - ability to think -like a threat actor.-

- Strong technical writing capabilities; writing technical content in a broadly consumable format.

- Proficient computer/analytics skills - esp. Jira, Excel, Word, Power Point, Alteryx, etc.

- General understanding of bank policies, specific to data and privacy, third parties, incident management, vulnerability management, etc.

Desired skills:

- Deep operational knowledge of information security, IT infrastructure, and risk management.

- Broad experience in multiple cybersecurity domains (e.g. IAM, network defense, risk management, etc.)

- People leadership acumen and a strategic mindset to enable positive change.

- Background in investigations and/or intelligence collection, analysis, and reporting.

- Ability to prioritize and manage time effectively and work independently with minimal direction.

- Experience responding to and managing security incidents and events.

- Experience creating, executing, and documenting assessments and etc..

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

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

$137,300.00 - $190,100.00 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

Market Investment Executive - Bank of America
Posted: Sep 18, 2024 07:02
Sarasota, FL

Job Description

Market Investment Executive

Tampa, Florida;Sarasota, Florida; Naples, Florida; Orlando, Florida

Job Description:

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

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

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

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

Job Description:

The Market Investment Executive (MIE) oversees the expansion of investment business for high net worth clients. The MIE serves as the market's chief investment officer, helping to communicate the firm's thought leadership.

Responsibilities include developing customized investment strategies, expanding the business and delivering investment management services, risk management, compliance, coaching and developing all investment talent. MIEs partner closely with the ME and other leaders in the market, to deliver on strategic growth priorities, in addition to supporting the Client Management Process (CMP) to deliver a Branded Client Experience (BCE). The MIE is expected to reinforce a culture of responsible growth, proactive risk management and delivering the enterprise through business integration.

The MIE reports to the Market Executive, overseeing a team of Portfolio Managers and/or Trust Officers. Based on the needs in the division, the MIE may also support additional markets.

Managerial Responsibilities:

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

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

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

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

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

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

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

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

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

Skills:

  • Client Management

  • Decision Making

  • Portfolio Analysis

  • Portfolio Management

  • Risk Management

  • Business Acumen

  • Customer and Client Focus

  • Inclusive Leadership

  • Problem Solving

  • Strategic Thinking

  • Employee Counseling

  • Leadership Development

  • Performance Management

  • Relationship Building

Required Skills:

12+ years of private banking or complex financial services experience OR minimal equivalent of a Bachelor's degree.

Desired skills:

- MBA or Post-Graduate Degree preferred

- CFP, CPA, CFA, CTFA, CFM or JD a significant plus

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 18, 2024 06:58
Great Neck, NY

Job Description

Wealth Management Client Associate

Great Neck, New York

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

Desired Skills:

  • 1+ years wealth management experience in FA environment preferred

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

Pay Transparency details

US - NY - Great Neck - 805 Northern Blvd (NY3104)

Pay and benefits information

Pay range

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

Discretionary incentive eligible

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

Benefits

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

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

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

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

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

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

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

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



Job Detail

Relationship Banker - Mableton Financial Center - Bank of America
Posted: Sep 18, 2024 06:58
Mableton, GA

Job Description

Relationship Banker - Mableton Financial Center

Mableton, Georgia

Job Description:

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

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

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

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

Job Description:

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

Responsibilities:

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

  • Builds relationships with clients to meet financial needs

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

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

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

  • Drives the client experience

  • Manages cash responsibilities

Required Qualifications:

  • 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

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 - Bank of America
Posted: Sep 18, 2024 06:58
Grosse Pointe Woods, MI

Job Description

Senior Banker

Grosse Pointe Woods, Michigan

Job Description:

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

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

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

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

Job Description:

This job is responsible for 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

Wealth Management Client Associate - Bank of America
Posted: Sep 18, 2024 06:58
Lake Oswego, OR

Job Description

Wealth Management Client Associate

Lake Oswego, Oregon

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

Relationship Banker - Wiles Road Financial Center - Bank of America
Posted: Sep 18, 2024 06:58
Coral Springs, FL

Job Description

Relationship Banker - Wiles Road Financial Center

Coral Springs, 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's Degree such as business management, business administration or finance

Skills:

- Adaptability

- Business Acumen

- Customer and Client Focus

- Oral Communications

- Problem Solving

- Account Management

- Client Experience Branding

- Client Management

- Client Solutions Advisory

- Relationship Building

- Business Development

- Pipeline Management

- Prospecting

- Referral Identification

- Referral Management

Minimum Education Requirement:

- High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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



Job Detail

Commercial Credit Officer - Portland, Oregon - Bank of America
Posted: Sep 18, 2024 06:58
Portland, OR

Job Description

Commercial Credit Officer - Portland, Oregon

Portland, Oregon

Job Description:

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

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

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

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

Job Description:

The Commercial Credit Officer (CCO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients. Products include lines of credit, term loans, real estate loans, and syndicated loans. The CCO manages all of the ancillary credit exposure to clients. The CCO maintains knowledge of other Bank of America products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospective client. This role reports to the Credit Manager orCreditExecutive and will be aligned to an Underwritingresourcesthat supports the market. This role will specifically supportcompanies located intheGreater Portlandmarket, serving a broadrange of clientswith annual revenue ranging from $10 million to $2 billion+.

Responsibilities:

  • Manages the credit process for a portfolio of clients

  • Negotiates credit documentation

  • Leads the credit and risk approval processes

  • Builds relationships with existing and prospective clients

  • Mentors and supports associates

  • Provides capital structure solutions

Skills:

  • Client Solutions Advisory

  • Financial Analysis

  • Loan Structuring

  • Risk Management

  • Underwriting

  • Account Management

  • Credit Documentation Requirements

  • Credit and Risk Assessment

  • Decision Making

  • Issue Management

  • Analytical Thinking

  • Coaching

  • Collaboration

  • Critical Thinking

  • Customer and Client Focus

Required Qualifications:

  • 10+ years of solid commercial banking experience

  • Experience in financial analysis, structuring, underwriting and portfolio management specifically in Middle Market/Business Banking

  • Analytical/technical skills, including financial accounting, modeling and loan structuring

  • Strong communication skills; ability to communicate vertically, horizontally, and externally

  • Negotiation and Critical Thinking skills

Minimum Education Requirement: BS/BA Degree Desired

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

Centralized Merchant Consultant - CRPT/Retention - Bank of America
Posted: Sep 18, 2024 06:58
Spokane, WA

Job Description

Centralized Merchant Consultant - CRPT/Retention

Spokane, Washington

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 in a phone-based environment primarily through referrals from an 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 providing solutions to meet their business needs. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security.

Responsibilities:

  • Leverages consultative sales processes to provide merchant payment solutions for small business clients via channels such as Advanced Client Solutions, Financial Centers, Digital, and direct inbound calls

  • Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations

  • Adheres to schedule managed by the workforce management team to ensure adequate phone coverage in contact center environment

  • Collaborates with internal partners and clients to determine payment processing needs and acts as a champion for clients by connecting expertise across the company to help achieve their goals

  • Identifies opportunities proactively and develops a pipeline for sales opportunities through inbound and self-scheduled outbound calling activities

  • Determines prospect external sources such as association relationships, centers of influence, and vendor relationships among others and may be required to attend trade shows as assigned

  • Adapts to an ever changing payment processing environment, maintains accurate records, and adheres to Service Level Agreements

  • Analyze Rates and Fees to negotiate a positive solution for both the bank as well as the client

  • Be an advocate to resolve client concerns

  • Be a trusted advisor to deepen client relationships

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 and written communication

  • Time management

  • Consultative sales

  • Pipeline management

  • Problem solving

  • Teamwork

  • Presentation skills

  • Telephone sales

  • Referral sales

  • 2 to 4+ years of sales experience

  • Technical expertise

  • Highly motivated to succeed in a performance driven environment

Desired Qualifications:

  • Business Acumen: Industry knowledge in healthcare, retail, restaurant, business to business and ISV

  • Merchant products and solutions

  • High school diploma

  • Multi-lingual ability is a plus

  • Learning agility

  • CRM (Client Relationship Management System)

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - WA - Spokane - 601 W Riverside Ave - Spokane Financial Center (WA2141)

Pay and benefits information

Pay range

$25.48 - $38.37 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

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

Benefits

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

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

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

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

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

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

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

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



Job Detail

VP / Infrastructure Engineer - Bank of America
Posted: Sep 18, 2024 06:58
Plano, TX

Job Description

VP / Infrastructure 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!

Responsibilities :

  • Design and develop complex requirements to accomplish business goals.

  • Ensure that software is developed to meet functional, non-functional, and compliance requirements.

  • Ensure solutions are well designed with maintainability/ease of integration and testing built-in from the outset.

  • Possess strong proficiency in development and testing practices common to the industry and have extensive experience using design and architectural patterns.

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

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

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

  • Utilize multiple architectural components in design and development of client requirements.

  • Architect and design OpenShift/Azure Kubernetes in different network segments using DMZ, TEST NET and Secure production.

  • Utilize monitoring stack and develop new monitoring solutions for Enterprise level applications using Promethues, Grafana, Dynatrace, Datadog and CA APM.

  • Code and develop automation scripts and strategies using Ansible, Ansible tower, Shell, Python, and Red Hat.

  • Utilize full stack engineering and Linux for coding and debugging.

  • Design Proof of concepts using enhanced CI/CD methodologies, gitops, argocd, tekton and jenkins with high availability for business supported applications.

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

Required Skills & Experience :

  • Master's degree or equivalent in m Engineering (any), Computer Science, Computer Information Systems, Management Information Systems or related; and

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

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

  • Architecting and designing OpenShift/Azure Kubernetes in different network segments using DMZ, TEST NET and Secure production;

  • Utilizing monitoring stack and develop new monitoring solutions for Enterprise level applications using Promethues, Grafana, Dynatrace, Datadog and CA APM;

  • Coding and developing automation scripts and strategies using Ansible, Ansible tower, Shell, Python, and Red Hat;

  • Utilizing full stack engineering and Linux for coding and debugging;

  • Designing Proof of concepts using enhanced CI/CD methodologies, gitops, argocd, tekton and jenkins with high availability for business supported applications.

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

Salary : $163,500 - $173,500 per year

Employer: Bank of America N.A.

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

Java Software Engineer III - Bank of America
Posted: Sep 18, 2024 06:58
Plano, TX

Job Description

Java Software Engineer III

Plano, Texas

Job Description:

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

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

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

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

Job Description:

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

Responsibilities:

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

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

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

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

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

  • Automates manual release activities

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

Position Summary

We are looking for a senior creative full-stack Java Software Engineer III to enhance and manage our existing applications using the latest standards, methodologies and frameworks.

Required Qualifications

  • Minimum of 6 years' Java programming language experience

  • At least 3 years' experience with Angular and/or React

  • Masters' Degree in computer information science or job related field

  • Be comfortable with both front-end and back-end coding languages, development frameworks and third-party libraries

  • Experience with Spring framework, Spring Boot and Spring MVC Understand and convert macro level requirements into actionable tasks

  • Hands on skills in setting up new applications on container environments and supporting existing applications.

  • Understand the continuous integration and continuous deployment lifecycle

  • Understand accessibility standards & threat modeling concepts and how to implement them

  • Design and implement the overall web architecture

Desired Qualifications

  • Writing HTML, CSS, and JavaScript. Being up on latest practices is a must, e.g., HTML5, CSS3, and ECMAScript 6

Skills:

  • Application Development

  • Automation

  • Influence

  • Solution Design

  • Technical Strategy Development

  • Architecture

  • Business Acumen

  • DevOps Practices

  • Result Orientation

  • Solution Delivery Process

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 - Spanish Language Required - Bank of America
Posted: Sep 18, 2024 06:58
Costa Mesa, CA

Job Description

Relationship Banker - Spanish Language Required

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

Responsibilities:

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

- 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.

- Spanish Language Required

Desired Qualifications:

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

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

- Six months of cash handling experience.

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

Skills:

- Adaptability

- Business Acumen

- Customer and Client Focus

- Oral Communications

- Problem Solving

- Account Management

- Client Experience Branding

- Client Management

- Client Solutions Advisory

- Relationship Building

- Business Development

- Pipeline Management

- Prospecting

- Referral Identification

- Referral Management

Minimum Education Requirement:

- High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Costa Mesa - 548 W 19th St - COSTA MESA BC (CA6123)

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) - Silicon Valley Capital Market - Bank of America
Posted: Sep 18, 2024 06:58
San Jose, CA

Job Description

Merrill Financial Solutions Advisor (Partially Licensed) - Silicon Valley Capital Market

San Jose, California;San Jose, California; Monterey, California

Job Description:

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

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

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

Role Specifics:

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. 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.

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

Pay Transparency details

US - CA - Monterey - 200 E Franklin St - Monterey Main (CA2111), US - CA - San Jose - 50 W SAN FERNANDO ST (CA3805), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512)

Pay and benefits information

Pay range

$70,000.00 - $80,000.00 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 18, 2024 06:58
Laguna Woods, CA

Job Description

Financial Center Manager

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

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

Pay Transparency details

US - CA - Laguna Woods - 24211 Paseo De Valencia - Laguna Hills (CA6168)

Pay and benefits information

Pay range

$72,500.00 - $103,800.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

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

Benefits

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

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

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

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

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

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

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

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



Job Detail

Wealth Management Specialist - NR - Bank of America
Posted: Sep 18, 2024 06:58
Northbrook, IL

Job Description

Wealth Management Specialist - NR

Northbrook, 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 EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. 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. Role is designed to allow employees to study and obtain all required registrations. This role is an FA Paid Resource.

The Elite Growth Practice (EGP) Relationship Manager position may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

Responsibilities:

  • Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction

  • Attends client review meetings to assist with relationship deepening conversations

  • Executes on the team service model, including engaging with specialists/partners to address client's needs

  • Manages aspects of the client relationship process, including client onboarding and resolving escalations

  • Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy

Skills:

  • Account Management

  • Business Acumen

  • Client Management

  • Client Solutions Advisory

  • Portfolio Management

  • Referral Identification

  • Referral Management

  • Relationship Building

  • Administrative Services

  • Client Investments Management

  • Customer Service Management

  • Process Simplification

Required Qualifications:

  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.

  • SAFE ACT Registration

  • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (SEC)

  • Obtain and/or maintain at least one firm approved designation

  • Possess and demonstrate strong communication skills

  • Ability to lead through collaboration and influence without direct authority

  • Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once

  • Thorough knowledge and understanding of the suite of Wealth Management products and services

  • Proven ability to manage risk and support sound decisions

  • Ability to research escalated client issues for response/resolution

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

Regional Business Development Officer - Bank of America
Posted: Sep 18, 2024 06:58
Newport Beach, CA

Job Description

Regional Business Development Officer

Newport Beach, California;San Jose, California; Los Angeles, California

Job Description:

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

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

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

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

Job Description:

This job is responsible for identifying and developing new client relationships in their respective territories through direct calling and networking efforts. Key responsibilities include individually researching and contacting new prospects to successfully solicit new business opportunities and supplementing direct calling on prospects by developing referrals from business intermediaries (e.g. consultants, attorneys, investment bankers, accountants, business brokers). Job expectations include designing and implementing appropriate sales strategies to achieve assigned production goals.

Responsibilities:

  • Develops new business opportunities

  • Prospects new clients and centers of influences

  • Builds relationships with new and existing clients, centers of influence, and associates

  • Devises sales strategies for territory management and market analysis

  • Communicates, negotiates and leads development

  • Provides complex credit solutions

Skills:

  • Business Development

  • Client Experience Branding

  • Client Solutions Advisory

  • Prospecting

  • Referral Management

  • Client Management

  • Pipeline Management

  • Referral Identification

  • Relationship Building

Required Qualifications:

  • 2+ years of sales experience with good working knowledge of credit and lending issues.

  • Excellent oral and written communication skills including presentations

  • Self-motivated and result oriented

Desired Qualifications:

  • Strong desire to create business working with referral sources.

  • Undergraduate degree in business, finance or economics

  • Formal credit/lending training and strong credit skills

  • Proven business acumen by working with lending products and Small Businesses to provide solutions and services to fit their financial needs

  • Demonstrated sales ability; influences with impact; ability to develop new client relationships and new business

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 - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512)

Pay and benefits information

Pay range

$100,000.00 - $104,500.00 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.



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