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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for the delivery of integrated treasury solutions to financial institutions clients and prospects across markets in APAC. Key responsibilities include actively managing and growing transaction banking revenue streams across the broad product suite. The role requires the ability to develop senior relationships at client organizations and elevate dialogue through thought leadership, content, and disciplined coverage intensity. We are looking for highly motivated, self-starters who can advocate for our clients in providing right solution to clients across correspondent banking, liquidity management, trade and supply chain finance, FX solutions, and commercial card services. Responsibilities: <ul> <li>Drives responsible revenue and balance sheet growth while focusing on risk management and relationship profitability.</li> <li>Proactive mapping of client needs and developing senior client connectivity.</li> <li>Responding to proposals and leading client engagement and thought leadership initiatives.</li> <li>Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying new opportunities</li> <li>Leads pricing negotiations with clients for treasury management products to optimize relationship profitability</li> <li>Fosters digital adoption by driving mobile, digital, and real time payments solutions where relevant. Adopts a strategic approach to client engagement by leveraging best practices, peer benchmarking, and industry data analytics</li> <li>Leads, coaches, and develops Treasury Sales Analysts (TSA), and Treasury Sales Officers (TSO) through day-to-day support of client deliverables</li> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of our product offering</li> </ul> Requirements <ul> <li>Relevant cash management, correspondent banking, trade finance, and relationship management experience within a top tier international/ regional bank covering financial institutions clients ideally in Singapore and Vietnam</li> <li>Proven track record in managing complex transaction banking solutions for NBFI clients (i.e. private capital, insurance, PayTech, broker dealers etc.) would be an advantage</li> <li>Excellent written and oral communication skills in English. Spoken Vietnamese is an advantage.</li> <li>A strong team player who understands how to leverage various businesses functions/partners to drive business growth and support the global client management and sales teams</li> <li>Successfully demonstrates creative thinking while adhering to guidelines</li> <li>Demonstrates the ability to foster strong partnerships within the core team and the ability to build rapport with clients</li> <li>Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction</li> <li>Proactively engages all internal partners for sales opportunities</li> <li>Effectively manages risk while balancing the needs of the client, the team, and the bank</li> <li>Able to effectively work as an individual contributor as well as a collaborative team member in a fast-paced environment</li> <li>Depending on relevant years of experience, skills, and background, candidates will be considered for either Vice President or Director level</li> </ul>

Bank of America

Vice President/Director, Treasury Sales Officer, Global Payments Solutions, Singapore

Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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: <ul> <li>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</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 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.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Bi-lingual Spanish speaking</li> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses.</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Carson City Area

Job Description: At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must be flexible Sunday-Friday 8am to 8pm EST The Financial Services Representative I is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. We’ll help you <ul> <li>Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy</li> <li>Get training and one-on-one coaching from academy managers who are invested in your success</li> <li>Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide</li> <li>Develop techniques to confidently engage with clients by telephone</li> <li>Continue to learn and grow in a culture where growth and career advancement are a priority</li> </ul> As a Financial Services Representative I, you can look forward to <ul> <li>Providing a world class client experience through point of call account servicing and resolution </li> <li>Working in a well-compensated, highly collaborative environment</li> <li>Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America</li> </ul> Required Qualifications: <ul> <li><h2>Must be a current Year Up intern with Bank of America </h2></li> <li>Is client-focused with a passion for excellence and a positive team attitude</li> <li>Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment</li> <li>Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams</li> <li>Is an effective communicator with an aptitude for sales and relationship management</li> <li>Has strong computer skills</li> <li>Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication</li> <li>Is ambitious, disciplined, hardworking, resilient and willing to learn</li> <li>Must be flexible to work any schedule: Sunday to Friday 8am to 8pm EST</li> </ul> We’re a culture that <ul> <li>Believes in responsible growth and is dedicated to supporting the communities we serve</li> <li>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience</li> <li>Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world</li> <li>Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Consumer Investments- Financial Service Representative I

<h1>Executive Dept - Senior VP &amp; Chief Financial Officer</h1> Tulsa, OK, USA Req #786 Sunday, June 1, 2025 JOB SUMMARY: Plans, organizes, manages, and leads the activities of various operational functions of the company including Finance, Underwriting, Financial Analysis, Investments, and Reporting. Significant emphasis of this role surrounds financial reporting and analysis of budgeting, accounting, financial systems development, internal controls, and maintenance of records and procedures to adequately safeguard the assets of the organization. The CFO will provide financial leadership and direction to the organization, along with the President and CEO, and will also serve as a strategic financial partner to the executive team and departments. KEY RESPONSIBILITIES: <ul type="disc"> <li>Reviews performance against operating budget and business plans. Provides feedback and makes necessary changes to ensure that the operating budget and business plans are achieved and align with the strategies of the organization. </li> <li>Contributes to the overall effective strategy for specific operational functions. Implements the strategy to ensure optimal operational performance in all appropriate areas. </li> <li>Maintains a positive working relationship and rapport with key owner representatives and works toward ensuring that requests are completed in a timely and efficient manner. </li> <li>Accountable for the short and long range financial and capital plans in conjunction with, and support of, the </li> <li>organization’s strategic and operational objectives and key performance indicators. </li> <li>Develops managerial talent through effective coaching and development, along with succession planning, and works toward ensuring that resources and work processes are being utilized effectively and efficiently. </li> <li>Works closely with all internal stakeholders to ensure that contracts are completed timely and achieve the quality, access, and financial objectives of the company. </li> <li>Coordinates the Finance Department closely with Provider Relations to ensure that changes in provider contracts are considered in the operating budget. </li> <li>Serves as a member of the executive leadership team working collaboratively to achieve the mission of CommunityCare. </li> <li>Monitors utilization statistics and financial analysis with ability to develop action plans to address areas of concern. </li> <li>Attends and presents at the meetings of the Board of Directors and Committees of the Board as directed by the President &amp; CEO and performs other duties as assigned. </li> <li>Completes other projects and initiatives as directed by the President &amp; CEO. </li> </ul> QUALIFICATIONS: <ul type="disc"> <li>Proven administrative skills, analytical skills, and problem solving with emphasis on team building, ensuring accountability throughout areas of responsibility. </li> <li>Well versed in the financial challenges of health care. </li> <li>Ability and desire to drive and direct a high performance financial organization. </li> <li>Ability to reinforce a culture of transformation, measurement, accountability, and service. </li> <li>Excellent oral and written communication skills. </li> <li>Strong strategic mindset with quality planning, implementation, and execution skills. </li> <li>Ability to sustain a high level of energy and performance. </li> <li>Exceptional interpersonal skills with ability to quickly build relationships and rapport with stakeholders. </li> <li>Demonstrated ability to recruit, train, develop, motivate, and progress a management team. </li> <li>Ability to converse and write fluently in English. </li> </ul> EDUCATION/EXPERIENCE: <ul type="disc"> <li>Master’s degree in Finance, Accounting, Business and /or Healthcare Administration or equivalent strongly preferred. </li> <li>At least 10 years of related experience in the managed care industry, preferably in a executive leadership role within finance. </li> <li>At least 3 years in a complex healthcare or preferably health insurance setting as a C-level leadership position with multi-departmental responsibilities. </li> <li>Experience in a provider-sponsored plan including capitation model knowledge is preferred. </li> <li>CPA highly recommended and preferred. </li> </ul> CommunityCare is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin <h2 id="otherDetailsHeader">Other details</h2> <ul> <li> Job Family Commercial </li> <li> Pay Type Salary </li> </ul> <a href="#"> Apply Now </a>

CommunityCare

Executive Dept - Senior VP & Chief Financial Officer

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Bank of America is seeking a motivated and detail oriented Treasury Onboarding Analyst to join the North America Investment Management onboarding team, supporting Financial Institutions Group (FIG) clients within our Global Payment Services (GPS) business. This role is responsible for managing the onboarding process for a wide range of complex global clients including asset managers, private capital firms, broker-dealers, and exchanges and plays a critical role in delivering a smooth and timely onboarding experience. The Onboarding Specialist will work closely with Treasury Sales Officers (TSOs), clients, and internal partners across AML, Tax, Fulfillment and operations. The ideal candidate is a forward thinking problem solver with strong attention to detail, who can manage complex workflows and help identify ways to simplify and enhance existing processes. This role offers the opportunity to work directly with clients, contribute to complex onboarding initiatives, and play a visible role in supporting Bank of America’s largest Global GPS clients with a best in class onboarding experience. Key Responsibilities: <ul> <li>Manage end-to-end onboarding for institutional investment management clients in coordination with TSOs.</li> <li>Serve as the central point of contact for onboarding activity, including document collection, issue resolution, and internal coordination.</li> <li>Build a deep understanding of the bank's onboarding practices and AML KYC policies, as well as entity structures as it relates to asset managers and private capital.</li> <li>Communicate onboarding and regulatory documentation requirements to clients and ensure timely, complete submissions.</li> <li>Conduct initial reviews of documentation for accuracy; flag and resolve gaps in coordination with internal partners.</li> <li>Initiate AML, KYC and tax processes and ensure regulatory requirements are addressed promptly and accurately.</li> <li>Provide clients and internal teams with regular updates, including progress trackers and detailed action items.</li> <li>Schedule and lead weekly onboarding calls with clients and internal stakeholders to track progress and maintain alignment.</li> <li>Maintain accurate client and account data in internal systems, with attention to tax, legal, and hierarchical coding.</li> <li>Identify and recommend opportunities to simplify, enhance, and streamline onboarding processes and documentation workflows.</li> <li>Contribute to onboarding reporting and metrics, including cycle times, documentation quality, and key risk indicators.</li> </ul> Job Qualifications: <ul> <li>Bachelor's Degree or equivalent work experience</li> <li>5 years of experience in client onboarding, treasury services, operations, or compliance within financial services.</li> <li>Experience working with institutional clients such as asset managers, private capital firms, broker dealers, and exchanges.</li> <li>Strong familiarity with cash management and treasury products, including account structures, fx, liquidity, card, and payment solutions.</li> <li>Understanding of AML, KYC, FATCA, CRS, and other relevant regulatory frameworks.</li> <li>Excellent communication skills, with the ability to engage clients and internal stakeholders professionally and clearly.</li> <li>Organized, proactive, and capable of managing multiple onboarding streams and meeting deadlines.</li> <li>Problem-solving mindset and interest in driving continuous improvement in onboarding processes.</li> <li>Proficiency in Microsoft Office; familiarity with SalesForce, Tableau, Mark-it, and onboarding workflow tools is a plus.</li> <li>Certifications in CTP, ACAMS, CAMS a plus but not required.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Sales Associate - Onboarding Specialist

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 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: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with 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</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> 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: <ul> <li>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! </li> <li>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.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>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.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>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.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>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.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Chicago North Market

Job TitleSr. Financial AnalystJob Description SummaryProvide leadership and supervision to accounting team members, at all levels, and support operations and clients through the use of sound judgment and discretion in applying accounting principles to day-to-day processes and functions. Assess team and department efficiencies to make improvement recommendations where necessary. The Senior Client Accounting Manager role also provides guidance to Client Accounting Managers and is counted on to provide solutions in the most complex management level situations.Job DescriptionEssential Job Duties: <ul> <li>Oversee a market, strategic and/or key client(s); develop productive, supportive relationships with market city leads, strategic clients, key clients, and internal stakeholders</li> <li>Monitor team performance, available capacity, and training needs through conducting one-on-one meetings, team meetings and addressing deficiencies timely and professionally</li> <li>Review team members' financial reports to ensure quality, timeliness, audit compliance and assess competencies</li> <li>Monitor team and/or market-wide requirements of timely tax payments, revenue portal updates, time tracking and Corporate Aging follow-up</li> <li>Assess team/department workflows and policies to recommend or implement improvements in operating efficiencies and effectiveness; provide oversight to ensure effective implementation</li> <li>Track team compliance with department SOC 1 audit controls; approve banking or financial transactions, schedules, and reports in accordance with the SOC Policies and Procedures manual and training.</li> <li>Develop direct reports through goal setting, conducting mid-year and year-end performance reviews and delivering timely and meaningful performance feedback, while maintaining quality results and performance</li> <li>Work with leadership team to implement department goals and objectives, lead department projects and provide essential Client Accounting committee involvement</li> <li>Direct new business onboarding by coordinating with property management and clients; set up bank accounts, accounting software, load prior balances or closing statements</li> <li>Assist Controller with pricing new business and preparing proposal responses</li> <li>Performs other related duties as required or requested.</li> </ul>Supervisory Responsibilities: <ul> <li>Leads/Assigns/Delegates tasks to Client Accounting Managers, Assistant Client Accounting Managers, Sr. Client Accountants, Client Accountants, Client Accounting Coordinators and/or Interns</li> <li>May coordinate efforts of project team to complete work within project deadlines</li> <li>Provides solutions to routine/complex problems</li> <li>Direct reports may include Client Accounting Managers, Assistant Client Accounting Managers, Sr. Client Accountants, Client Accountants, Client Accounting Coordinators and/or Interns</li> </ul>Education/Experience/Training: <ul><li>College degree in Finance or Accounting preferred</li></ul>Work Experience: <ul> <li>Requires seven to ten years of experience or equivalent combination of education and experience</li> <li>2+ years of management experience preferred</li> <li>Specialized Knowledge/Skills – Strong knowledge of Yardi and/or MRI software preferred; Strong MS Office Proficiency; Financial reporting for multiple entities preferred; Strong internal and external customer service, time management and organizational skills; Exceptional delegation skills with the ability to be a hands-on contributor and take initiative; Ability to train, mentor and coach others effectively; Results oriented with strong sense of urgency; Experience in or demonstrated leadership and accountability skills</li> </ul>Competencies: <ul> <li>Conflict Resolution</li> <li>Customer/Client Focus</li> <li>Delegation</li> <li>Ethical Conduct</li> <li>Goal Setting</li> <li>Independent Judgement</li> <li>Initiative</li> <li>Leadership</li> <li>Problem Solving</li> <li>Relationship Management</li> <li>Time Management</li> <li>Strategic Thinking</li> <li>May be required to travel up to 10% of the time. Travel may vary in frequency and duration.</li> <li>Demonstrates the ability to have close visual acuity to perform an activity such as: Preparing and analysing data and figures; transcribing; viewing a computer terminal, etc.</li> </ul>Note: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. This job description is subject to change at any time and may differ slightly based on regional location. Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $70,805.00 - $83,300.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Sr. Financial Analyst

Merrill Financial Solutions Advisor - Chicago Metro Market

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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

Relationship Banker - Falmouth Financial Center

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Enterprise Financial Risk (EFR) Overview: Enterprise Financial Risk (EFR) seeks to deliver effective independent risk management of the activities and processes associated with managing the Company’s capital, liquidity and interest rate risks, including price risk in the CFO managed securities portfolio. As the Chief Risk Officer (CRO) function covering the Chief Financial Officer (CFO) Group, we also bring together a holistic point of view across all seven risk types for the Company’s CFO. The team helps Bank of America grow responsibly through developing our teammates, promoting a diverse and inclusive culture, and approaching our work with intellectual curiosity. EFR delivers its mission through a steadfast commitment to its values: cultivating diversity of thought and valuing different perspectives and experiences; promoting learning, fostering relationships and creativity; and developing talent, advancing careers, and creating leaders within Global Risk Management and across the company. Our goal is to ensure that a healthy and sustainable liquidity, capital, and interest rate risk (IRR) profile is maintained through baseline economic scenarios, as well as during times of market and idiosyncratic stress. Department Overview: Enterprise Capital Risk Management (ECRM) is a department within Enterprise Financial Risk (EFR). This group is responsible for providing an independent assessment of Bank of America’s Capital adequacy and the risk to our capital position(s), as described within BAC’s Risk Framework. The department’s aim is to support Bank of America’s purpose in making financial lives better through responsible growth. This is accomplished by providing an independent perspective on the effective utilization of Bank of America’s Capital resources and ensuring we understand all the risks that could impact our Capital resources. The goal of the department is that a healthy and sustainable Capital profile is maintained through a business-as-usual environment and also during times of stress. Role Summary: Operating within BAC’s Risk Framework, understand and drive all components of the end-to-end Capital/Capital Risk management process/program for the Enterprise. As a Risk horizontal team, it is our role to ensure the Enterprise is provided and adheres to our Capital Management policy and any resultant standards and guidance. Key components of the Capital/Capital Risk Management program include appropriate risk identification across the 8 lines of business and legal entities, establishment of effective forecasting and stress testing processes across a range of scenarios, and establishment of risk monitoring processes across the 8 lines of business and legal entities, including the review and challenge of Board and Management Level Risk Appetite Limits for our Enterprise and material subsidiaries. In addition to our key Risk Framework responsibilities, ECRM is responsible for completing our independent risk management mandate including ensuring the Company’s capital calculations (spot and forecasted) are appropriate, including any changes to the calculations, up to and including Basel 3 Endgame. Key Responsibilities: <ul> <li>Review and challenge key capital management activities, including capital planning and forecasting (including CCAR Capital Plan and Recovery and Resolution Plans), capital risk appetite limits, Line of Business capital allocations and capital actions</li> <li>Review and challenge market risk RWA models, methodologies and results, including Fundamental Review of the Trading Book (FRTB) implementation.</li> <li>Support EFR coverage of Basel 3 Endgame by executing capital calculation testing and performing review and challenge of regulatory rule interpretations and rule compliance documentation</li> <li>Develop and demonstrate acumen for the identification of capital risks and mitigates (including market and economic environment and connectivity to other risk stripes)</li> <li>Ensure understanding of the business processes that may increase our risk, as well as the mitigates to that risk</li> <li>Assist in the establishment and execution of all Enterprise Risk Management Program requirements</li> <li>Coordinate and conduct execution of risk framework activities that are the responsibility of EFR, including but not limited to independent review and risk assessment of front line owned processes (e.g. capital calculation, capital forecasting, etc.)</li> <li>Conduct and ensure appropriate and adequate documentation for all independent risk reviews and risk points of view, including appropriate escalation and communication to Senior Management</li> <li>Conduct and document risk’s acceptance and understanding of the capital impacts from new products and new transactions</li> <li>Deliver effective review and challenge of front-line owned processes that generate or impact our risk or Capital position</li> <li>Draft and communicate executive and committee messaging on a regular basis in a variety of formats, including power point and MS Word</li> <li>Support corporate-wide risk related initiatives, including regulatory change</li> <li>Enhance the Risk landscape, by ensuring our balance sheet and business model is appropriately stressed across a variety of scenarios, baseline to bankruptcy (resolution)</li> <li>Provide subject matter expertise related to Capital risk management process and Capital stress testing to the Risk verticals teams, Corporate Treasury and other partners across the enterprise, in order to drive the execution of the stress testing framework and ensure Risks identified are reflected across all scenarios</li> </ul> Critical success measures: <ul> <li>Deliver against the book of work for Enterprise Capital/Capital Risk Management</li> <li>Ensure that we are providing appropriate monitoring and analysis that allow us to support high quality risk insights</li> <li>Connection to and execution of responsibilities of the independent risk function</li> </ul> Core Competencies: <ul> <li>Vision- Takes a long-term view and builds a shared vision with others; acts as a catalyst for organization change. Influences others to translate vision into action</li> <li>Communication- Can articulately paint credible pictures &amp; visions of possibilities and likelihoods</li> <li>Resilience- Deals effectively with pressure; remains optimistic and persistent, even under adversity. Recovers quickly from setbacks. On occasion required to take an unpopular stand</li> <li>Collaboration- Develops networks and builds alliances; collaborates across boundaries to build Capital relationships and achieve common goals. Influencing and negotiating across external stakeholders (regulators) as well as internal groups including LOB Risk teams, Corporate Treasury, GRRP, Audit &amp; Compliance to drive execution</li> <li>Interpersonal Skills- Treats others with courtesy, sensitivity, and respect. Considers and responds appropriately to the needs and feelings of different people in different situations</li> <li>Developing Others- Develops the ability of others to perform and contribute to the organization by providing ongoing feedback and by providing opportunities to learn through formal and informal methods</li> </ul> Key Requirements: <ul> <li>Strong analytical skills, including both analysis of financial data and written reports</li> <li>3-5 years of Treasury, Finance, Accounting or Risk Management experience. Note, Diverse backgrounds or experiences welcomed; however knowledge of capital rules and application of the rules and capital markets product knowledge a plus</li> <li>Proficiency with PowerPoint and Excel. Writes in a clear, concise, organized, and convincing manner for the intended audience</li> <li>Experience with SQL or other programming languages a plus. Role may require querying databases and/or building risk management dashboards</li> <li>Strong business-centric mindset with ability to utilize sound business judgment and tailor approach to drive optimal business outcomes</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Credit and Risk Assessment</li> <li>Critical Thinking</li> <li>Portfolio Analysis</li> <li>Decision Making</li> <li>Oral Communications</li> <li>Presentation Skills</li> <li>Technical Documentation</li> <li>Written Communications</li> <li>Active Listening</li> <li>Issue Management</li> <li>Liquidity Management</li> <li>Monitoring, Surveillance, and Testing</li> <li>Regulatory Compliance</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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