Company Detail

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.

Job Detail

• Company:
  Bank of America

Job Description

Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market

Latham, New York;Scotia, New York

Job Description:

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

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

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

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

Job Description:

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

Responsibilities:

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

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

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

- Mitigates and controls risk as part of daily activities

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

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

Required Qualifications:

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

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

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

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

- Builds and nurtures strong relationships.

- Collaborates effectively with others to get things done.

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

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

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

- Efficiently manages your time and capacity.

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

Desired Qualifications:

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

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

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

- Obtained your insurance licenses.

Skills:

- Advisory

- Account Management

- Client Experience Branding

- Customer and Client Focus

- Oral Communications

- Issue Management

- Client Solutions Advisory

- Pipeline Management

- Active Listening

- Attention to Detail

- Risk Management

- Policies, Procedures, and Guidelines

- Client Management

- Causation Analysis

- Written Communications

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NY - Latham - 804 New Loudon Rd - LATHAM BC (NY6111), US - NY - Scotia - 200 Saratoga Rd - GLENVILLE BC (NY6142)

Pay and benefits information

Pay range

$65,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

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

Benefits

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

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

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

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

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

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

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

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

Job Detail

• Company:
  Bank of America

Job Description

Trust Officer I

Atlanta, Georgia

Job Description:

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

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

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

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

Trust Officer I (TO I), Private Bank (PB) -

Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with relationship managers and portfolio managers in defining client's requirements including legal and tax aspects, and in coordinating client contact on an ongoing basis. Typically an entry level position where smallest and least complicated issues are addressed. Non-licensed associate.

Job Description :

• Responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies and procedures

• Responsible for understanding the client's situation and circumstances, including knowing the clients extended family and younger generation. Develops and deliverers solutions to meet client needs

• Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning. Successfully works with centers of influence and the professional community to develop a network of external referral partners

• As the key associate on specific relationships, works with teammates to deliver our full array of integrated solutions, as appropriate

• Promotes the full breadth of our fiduciary platform (fiduciary, tax, special assets, estate settlement, both internally and externally to grow our fiduciary business and actively participates in the sales process.

• Collaborates with team members to consistently deliver on Bank of America's Private Bank value proposition.

Qualifications:

• 3+ years of successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients (or equivalent)

• Technically proficient in fiduciary law, tax investments and administration

• Bachelors Degree preferred or equivalent Trust experience

• Additional Legal, Paralegal and/or JD a plus, not required

• Fiduciary Education and Training (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

• Company:
  Bank of America

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

• Company:
  Bank of America

Job Description

Wealth Management Specialist - NPD

Leawood, Kansas

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 Specialist 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 achieve 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 (EGP). 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. 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. Requirements: Either SIE, Series 7 and 66 registrations or SIE, Series 7, 63, and 65. This role is an FA Paid Resource.

The Elite Growth Practice (EGP) Wealth Planner 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 achieve the appropriate designations required for the position. This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank.

Responsibilities:

• Leverages extensive financial data to identify possible solutions to meet client needs and goals

• Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps

• Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis

• Engages with specialists and partners to address client needs and deliver solutions

Skills:

• Business Development

• Client Investments Management

• Portfolio Analysis

• Portfolio Management

• Wealth Planning

• Causation Analysis

• Client Management

• Data Visualization

• Risk Modeling

• Trading and Investment Analysis

• Investment Management

• Referral Identification

Required Qualifications:

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

• SAFE ACT Registration; ADV-2B Required

• CFPR or CPWAR designation and/or obtain/maintain at least one firm approved designation

• Understanding of how to deliver a strong overall client experience

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

• Possess and demonstrate strong communication skills

• Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients

• Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk

• Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures

• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

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

• Company:
  Bank of America

Job Description

Merrill Financial Solutions Advisor (Partially Licensed) - Greater Arizona Market

Phoenix, Arizona;Scottsdale, Arizona; Scottsdale, Arizona; Peoria, Arizona

Job Description:

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

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

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

Job Description:

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

Responsibilities:

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

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

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

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

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

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

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

The Advisor Development Program (ADP) Journey:

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

We'll help you:

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

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

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

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

As a Merrill FSA, you can look forward to:

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

• Marketing strategies to reach wider audiences with greater appeal.

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

• Potential Opportunities for professional growth.

• Leadership opportunities, including leading client and conference seminars

We're a culture that:

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

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

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

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

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

Required Qualifications:

• Currently holds FINRA Securities Industry Essentials (SIE)

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

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

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

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

• Builds and nurtures strong relationships

• Collaborates effectively with others to get things done

• Communicates effectively and confidently and is comfortable engaging all clients

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

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

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

Desired Qualifications:

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

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

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

• Proven ability to partner and promote lead generation

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

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

• Obtained insurance licenses

Skills:

• Account Management

• Client Investments Management

• Client Management

• Client Solutions Advisory

• Relationship Building

• Advisory

• Business Development

• Fraud Management

• Pipeline Management

• Portfolio Management

• Client Experience Branding

• Issue Management

• Prospecting

• Referral Identification

• Sales Performance Management

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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

Job Detail

• Company:
  Bank of America

Job Description

Wealth Management Client Associate

Redding, 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.

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

Pay Transparency details

US - CA - Redding - 292 HEMSTED DR (CA1806)

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

• Company:
  Bank of America

Job Description

Wealth Management Client Associate (Part Time)

Bend, 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:

30

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

• Company:
  Bank of America

Job Description

Relationship Banker - Decatur Financial Center

Decatur, Georgia

Job Description:

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

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

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

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

Job Description:

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

Responsibilities:

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

• Builds relationships with clients to meet financial needs

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

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

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

• Drives the client experience

• Manages cash responsibilities

Required Qualifications:

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

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

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

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

• Communicates effectively and confidently and is comfortable engaging all clients

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

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

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

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

• Efficiently manages time and capacity

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

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

Desired Qualifications:

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

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

• Six months of cash handling experience

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

Skills:

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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

Job Detail

• Company:
  Bank of America

Job Description

Wealth Management Specialist - NPD

Farmington Hills, Michigan

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 Specialist 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 achieve 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 (EGP). 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. 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. Requirements: Either SIE, Series 7 and 66 registrations or SIE, Series 7, 63, and 65. This role is an FA Paid Resource.

This Elite Growth Practice (EGP) Relationship Manager is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition.

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:

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses ; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

• 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

• Company:
  Bank of America

Job Description

Relationship Banker - Bay Hill Financial Center

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:

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

• Company:
  Bank of America

Job Description

Financial Solutions Advisor - Consumer Investments - Belton Financial Center

Belton, Missouri

Job Description:

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

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

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

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

Job Description:

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

Responsibilities:

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

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

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

- Mitigates and controls risk as part of daily activities

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

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

Required Qualifications:

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

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

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

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

- Builds and nurtures strong relationships.

- Collaborates effectively with others to get things done.

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

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

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

- Efficiently manages your time and capacity.

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

Desired Qualifications:

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

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

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

- Obtained your insurance licenses.

Skills:

- Advisory

- Account Management

- Client Experience Branding

- Customer and Client Focus

- Oral Communications

- Issue Management

- Client Solutions Advisory

- Pipeline Management

- Active Listening

- Attention to Detail

- Risk Management

- Policies, Procedures, and Guidelines

- Client Management

- Causation Analysis

- Written Communications

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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

Job Detail

• Company:
  Bank of America

Job Description

Investment Management Specialist

New York, 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 performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. 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:

• Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools

• Monitors, analyzes, and reviews the current market environment and research portfolio recommendations

• Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons

• Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates

• Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns

• Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions

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

• SAFE Act Registration; ADV-2B Required

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

• Possess and demonstrate strong communication skills

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

• Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

• Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

Skills:

• Causation Analysis

• Financial Management

• Investment Management

• Trading Strategy

• Trading and Investment Analysis

• Portfolio Analysis

• Portfolio Management

• Price Verification and Valuation

• Trade Monitoring

• Trading

• Client Investments Management

• Client Solutions Advisory

• Financial Analysis

• Financial Forecasting and Modeling

• Wealth Planning

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NY - New York - 200 Park Ave - GRAND CENTRAL TERMINAL BC (NY5146)

Pay and benefits information

Pay range

$48,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

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

Benefits

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

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

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

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

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

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

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

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

Job Detail

• Company:
  Bank of America

Job Description

Relationship Banker - Prospect Road Financial Center

Oakland Park, 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

• Company:
  Bank of America

Job Description

Private Wealth Management Client Associate

Cincinnati, Ohio

Job Description:

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

• Company:
  Bank of America

Job Description

Relationship Banker - Celebration Financial Center

Celebration, 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

• Company:
  Bank of America

Job Description

Financial Center Manager - Morse and Karl

Columbus, Ohio

Job Description:

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

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

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

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

Job Description:

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

Responsibilities:

• Develops talent, including proactive sourcing of candidates

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

• Manages business results through formalized management routines and coaching

• Creates a world class client experience environment

• Manages market-level initiative prescribed by market leaders

• Drives operational excellence by engaging employees on business strategy

• Manages organizational priorities and effective execution

Managerial Responsibilities:

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

• Diversity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.

• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.

• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the -why- and connects contributions to business results.

• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.

• People Manager & Coach: Knows and develops team members through coaching and feedback.

• Financial Steward: Manages expenses and demonstrates an owner's mindset.

• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.

• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Qualifications:

• 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/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 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 of 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:

• Coaching

• Customer Service Management

• Customer and Client Focus

• Performance Management

• Talent Development

• Business Operations Management

• Recruiting

• Result Orientation

• Risk Management

• Sales Performance Management

• Inclusive Leadership

• Leadership Development

• Prioritization

• Problem Solving

• Referral Management

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

• Company:
  Bank of America

Job Description

Wealth Management Client Associate

Cincinnati, Ohio

Job Description:

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

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

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

Job Description:

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

Responsibilities:

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

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

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

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

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

Skills:

• Account Management

• Client Management

• Customer and Client Focus

• Issue Management

• Oral Communications

• Business Development

• Client Solutions Advisory

• Pipeline Management

• Prioritization

• Administrative Services

• Emotional Intelligence

• Referral Identification

• Written Communications

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

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

• Company:
  Bank of America

Job Description

Merrill Financial Solutions Advisor (Partially Licensed)- San Francisco Market

San Francisco, California;Mill Valley, 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 - Mill Valley - 2 BELVEDERE PL (CA4814), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)

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

• Company:
  Bank of America

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

• Company:
  Bank of America

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

• Company:
  Bank of America

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

• Company:
  Bank of America

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

• Company:
  Bank of America

Job Description

Business Solutions Advisor - Warner Center Financial Center

Woodland Hills, California

Job Description:

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

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

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

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

Job Description:

This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

- Recommends financial advice and guidance that align with client financial goals and needs

- Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank

- Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities

- Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs

- Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs

- Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

- Has demonstrated experience and proven success with business-to-business sales, or small business banking.

- Has strong communication skills with the ability to effectively influence clients.

- Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.

- Has a proven sales track record.

- Is able to build productive partnerships and working relationships.

- Is experienced with outbound phone sales.

Desired Qualifications:

- Experience with financial information, spreadsheets and financial skills.

- Experience with in-person customer service and sales.

- Experience working with small business clients.

- Experience meeting or exceeding goals.

- A working knowledge of small business products and services.

- Bilingual skills.

Skills:

- Risk Management

- Client Management

- Client Solutions Advisory

- Referral Identification

- Customer and Client Focus

- Credit and Risk Assessment

- Client Experience Branding

- Pipeline Management

- Referral Management

- Credit Documentation Requirements

- Issue Management

- Prospecting

- Relationship Building

- Attention to Detail

- Collaboration

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

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Woodland Hills - 5959 Canoga Ave - WARNER CENTER BC (CA7168)

Pay and benefits information

Pay range

$26.00 - $32.89 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

• Company:
  Bank of America

Job Description

Software Engineer III - Global Information Security

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 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)

Qualifications:

• 5+ years of strong development experience in Angular

• 2+ years of development experience of .NET C#

• 5+ years of experience in designing and implementing enterprise web-based applications

• Excellent knowledge of Angular (16+) and web technologies including TypeScript, Node, NPM, NgRx, CSS, SASS

• Proficient in using testing tools such as Cypress and JEST

• Good understanding of Accessibility

• Experience of working with Agile methodology

• Strong understanding of design patterns and SOLID design principles

• Experience of using Jenkins, SonarQube and Ansible CD tools

Desired:

• Knowledge and understanding of Identity and Access Management.

• Experience with Linux, Windows, Cloud Identity, Active Directory, design and architecture of authentication services

Skills:

• Application Development

• Automation

• Influence

• Solution Design

• Technical Strategy Development

• Architecture

• Business Acumen

• DevOps Practices

• Result Orientation

• Solution Delivery Process

• Analytical Thinking

• Collaboration

• Data Management

• Risk Management

• Test Engineering

Shift:

1st shift (United States of America)

Hours Per Week:

40

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

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

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

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

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

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

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

Job Detail

• Company:
  Bank of America