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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: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions 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 Understands and accesses the full breadth of resources across the bank to benefit clients or prospects 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 Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds 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 through client reviews/presentations with confidence, 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 &amp; Life Priority™ 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 Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Self-starter who efficiently manages time and capacity 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 Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses ​ 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 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

Bank of America

Merrill Financial Solutions Advisor - Eastern Pennsylvania 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. 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: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: <ul> <li>Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs</li> <li>Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies</li> <li>Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies</li> <li>Source prospective clients and capitalize on referrals</li> <li>Deliver customized solutions and the full resources of Bank of America Merrill</li> <li>Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor</li> </ul> Required Skills: <ul> <li>FINRA Series 7 &amp; 66 (63 &amp; 65 accepted, in lieu of 66) registrations required with 5+ years’ experience</li> <li>Established and portable practice with a minimum of $1MM in production</li> <li>Experience managing client portfolios and driving growth</li> <li>Proven relationship building and business development skills</li> </ul> Desired Skills: <ul> <li>Bachelor’s degree or higher strongly preferred</li> <li>Proven ability to partner and promote lead generation.</li> <li> Experience balancing investment management, sales activities and new client development.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> <li>Possess excellent communication skills, both written and verbal</li> <li>Highly entrepreneurial</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Experienced Financial Advisor

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 &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. • 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

Financial Solutions Advisor - Consumer Investments - Ft Myers-Naples 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 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: <ul> <li>Develops talent, including proactive sourcing of candidates</li> <li>Manages client traffic, engaging and appropriately routing clients, and fostering client retention</li> <li>Manages business results through formalized management routines and coaching</li> <li>Creates a world class client experience environment</li> <li>Manages market-level initiative prescribed by market leaders</li> <li>Drives operational excellence by engaging employees on business strategy</li> <li>Manages organizational priorities and effective execution</li> </ul> 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. <ul> <li>Diversity &amp; Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.</li> <li>Manager of Process &amp; Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.</li> <li>Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.</li> <li>People Manager &amp; Coach: Knows and develops team members through coaching and feedback.</li> <li>Financial Steward: Manages expenses and demonstrates an owner’s mindset.</li> <li>Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.</li> <li>Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.</li> </ul> Required Qualifications: <ul> <li>1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team</li> <li>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</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Has the ability to learn and adapt to new information and technology platforms</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>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</li> <li>Efficiently manages time and capacity</li> <li>Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment</li> <li>Can interpret performance results, find opportunities to drive success and hold others accountable to results</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>1+ years of management experience including hiring, coaching and developing direct reports</li> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>Experience working in an environment with individual and team goals where goals were routinely met or exceeded</li> <li>Spanish Bilingual skills​ (Spoken and Written)</li> </ul> Skills: <ul> <li>Coaching</li> <li>Customer Service Management</li> <li>Customer and Client Focus</li> <li>Performance Management</li> <li>Talent Development</li> <li>Business Operations Management</li> <li>Recruiting</li> <li>Result Orientation</li> <li>Risk Management</li> <li>Sales Performance Management</li> <li>Inclusive Leadership</li> <li>Leadership Development</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Center Manager - Willow Lawn Financial Center

Benefits: <ul> <li>401(k)</li> <li>401(k) matching</li> <li>Bonus based on performance</li> <li>Company parties</li> <li>Employee discounts</li> <li>Flexible schedule</li> <li>Free food &amp; snacks</li> <li>Opportunity for advancement</li> <li>Training &amp; development</li> <li>Wellness resources</li> </ul> We are seeking a detail-oriented and organized Bookkeeper to manage client’s financial records. The Bookkeeper will be responsible for maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations. This position requires someone who is self-motivated, thorough, and able to handle sensitive financial data. The ideal candidate will work closely with the management team to provide financial insights and ensure that the company's financial health is maintained. Key Responsibilities: <ul> <li>Responsible for daily transaction categorizations in clients’ books, creating at least monthly financial reports (P&amp;L and Balance Sheet at a min) and providing to clients, using mainly QuickBooks Online but possibly other tools as needed, requested</li> <li>Maintain and update financial records such as ledgers, balance sheets, income statements, and trial balances.</li> <li>Process accounts payable and receivable, ensuring timely and accurate payments and invoices.</li> <li>Manage payroll activities, including calculating employee wages, processing deductions, and filing payroll taxes.</li> <li>Reconcile bank accounts, credit cards, and other financial accounts on a regular basis.</li> <li>Prepare monthly, quarterly, and annual financial reports for management review.</li> <li>Ensure compliance with federal, state, and local legal requirements by studying new legislation and advising management on necessary actions.</li> <li>Assist in preparing for audits by providing necessary documentation and reports.</li> <li>Maintain a general understanding of applicable tax laws and ensure all tax obligations are met.</li> <li>Monitor cash flow and report on financial health to senior management.</li> <li>Record financial transactions and prepare adjusting journal entries as needed.</li> <li>Collaborate with tax preparers, accountants and financial advisors for more complex financial needs and for year end obligations.</li> </ul> Qualifications: <ul> <li>Proven experience as a Bookkeeper or in a similar financial role.</li> <li>Strong knowledge of basic accounting principles and financial practices.</li> <li>Proficiency in QuickBooks Online and other similar systems.</li> <li>Excellent organizational and time management skills.</li> <li>Strong attention to detail and high level of accuracy.</li> <li>Ability to work independently and handle multiple tasks with minimal supervision.</li> <li>Good communication skills for working with management and external stakeholders.</li> <li>Knowledge of federal, state, and local tax laws and compliance regulations.</li> </ul> Education &amp; Experience: <ul> <li>High school diploma or equivalent required; an associate degree in accounting, finance, or a related field is preferred.</li> <li>Minimum of 2-3 years of experience in bookkeeping or accounting.</li> <li>Certification in bookkeeping (e.g., Certified Bookkeeper, QuickBooks Certification) is a plus.</li> </ul> Work Environment: <ul> <li>Primarily remote with some required in office time during the months of January-April</li> <li>May require occasional meetings or visits to clients if requested. </li> </ul> Flexible work from home options available. Compensation: $18.00 - $23.00 per hour <h2>Working at Jackson Hewitt</h2> Jackson Hewitt is an innovator with nearly 6,000 locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more. <h2>Taxes are fun (really!)</h2> Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too. PTIN Certification: Yes By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

Jackson Hewitt

Bookkeeper

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. Merrill 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 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 a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. 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: • Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends • Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns • Documents client interactions and provides team members with time sensitive updates • Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided • Provides advice and assists with training for team members Skills: <ul> <li>Account Management</li> <li>Business Acumen</li> <li>Customer Service Management</li> <li>Client Management</li> <li>Portfolio Management</li> <li>Referral Identification</li> <li>Referral Management</li> <li>Relationship Building</li> <li>Administrative Services</li> <li>Process Simplification</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 37.5

Wealth Management Specialist

Job Description: Great opportunity to join Bank of America’s Dealer Financial Services Team which is part of the Global Commercial Bank serving public and private companies with annual revenues of $50 million to $2 billion. Dealer Finance is a specialty group that provides the full range of commercial banking services to new automotive, and recreational vehicle dealers across the United States. The Relationship Manager will cover clients and prospects in the growing South Florida market including Miami, Fort Lauderdale, Palm Beach and other surrounding markets. The Senior Relationship manager is responsible for maintaining and building existing client relationships as well as acquiring new client relationships. Key responsibilities include serving as the primary point of contact or trusted advisor, collaborating with teammates, and facilitating client relationships with teammates. This is a great opportunity to grow a significant existing dealer portfolio in a major market with the strength of the Bank of America brand and product offerings to support you. Product offerings will include new and used vehicle floor plan lines of credit, term loan financing (real estate/acquisition financing etc.), DDA /Treasury products, Merchant Services, 401k &amp; Employee Benefits services. The ideal candidate will successfully demonstrate his/her extensive product knowledge and ability to effectively prospect, market, prioritize and solicit appropriate dealer commercial clients, determine the optimum needs for these clients and lead a team of product professionals in closing assigned revenue objectives for DFS. Required Skills: <ul><li><ul> <li> 10+ years of broad based sales experience within Commercial Dealership Sales (Floor Plan, Real Estate or Treasury Loans, etc.) or Sales Experience within the Dealer Captive Market again focusing on the commercial market. </li> <li>Requires extensive experience in financial analysis and a thorough understanding of dealership financial statements</li> <li>Ability to accurately review and opine on the strength/weaknesses of the client's Income Statement and Balance Sheet reporting with emphasis on cash flow and liquidity</li> <li>Astutely can assess the current and historical financial condition of a company by analyzing ratios, the asset conversion cycle, and cash flow and can identify all of the critical elements for loan structuring</li> <li>Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions</li> <li>Professional proven sales skills and experience, including planning, execution and follow up of client meetings</li> <li>Outstanding oral and written communication skills</li> <li>Demonstrated leadership ability</li> <li>Leverages relevant technology, tools and resources to maximize the financial management of the business</li> <li>Knows where to find industry information and uses the data to effectively pre-call plan</li> <li>Leverages an in-depth knowledge of the customer's/client's business to uncover needs in order to deliver the appropriate bank solution</li> <li>Desire to sell not only core Treasury and Credit services, but also to drive responsible growth through the successful implementation of a broad array of solutions including – Financial Life Benefits, GWIM solutions, and advanced Digital capabilities.</li> </ul></li></ul> Desired Skills: · Undergraduate degree in related field or equivalent work experience · Existing knowledge of the market preferred · Strong negotiation skills while effectively managing client expectations around deals (overcoming objections) · Identifies and openly shares cross-selling opportunities with partners; influences internal partners/contacts to refer business · Capitalizes on unexpected events or circumstances and turns them into sale opportunities Active member/participation in local ADA organizations · Highly desirable to have active networking contacts and Centers of Influence established in local markets Shift:1st shift (United States of America) Hours Per Week: 40

Sr. Relationship Manager - Global Commercial Banking - Dealer Financial Services (Miami, Fort Lauderdale, Palm Beach)

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: • Operates as a back up financial center leader within a market • Manages client traffic, engaging and appropriately routing clients, and fostering client retention • Manages business results through formalized management routines and coaching • Creates a world class client experience environment • Manages market-level initiative prescribed by market leaders • Drives operational excellence Required Qualifications: • 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team • Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals • Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction • Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability • Proven record of balancing risk and making sound decisions while achieving business goals • Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service • Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results • Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills • Proficiency in computer skills and professional programs (for example, Microsoft Office) • Availability to work weekends and/or extended hours as required to run the business • Must be able to travel to any financial center within the defined market Desired Qualifications: • 1+ years management experience including hiring, coaching, and developing direct reports • Experience in the following industries: Consumer banking/financial services, mortgage, retail or hospitality • Bachelor’s Degree in related field • Bilingual (fluent verbal and written) Skills: • Customer Service Management • Performance Management • Coaching • Customer and Client Focus • Talent Development • Risk Management • Sales Performance Management • Business Operations Management • Recruiting • Result Orientation • Referral Management • Leadership Development • Inclusive Leadership • Prioritization • Problem Solving Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 40

Market Financial Center Manager - MA Southeast Market

Job Description: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. The Transformative Healthcare Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Profit Healthcare companies. This is a TSO hire to support the consistent strong growth we have seen in For Profit space, driven by organic client growth and market share gains. The TSO will partner with Relationship Managers, GTS Product Sales Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives. Job Responsibilities: <ul> <li>Builds and expands a strong network of senior client contacts at Healthcare companies</li> <li>Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery</li> <li>Leads pricing and negotiation discussions with the client for treasury products to optimize relationship profitability for the portfolio</li> <li>Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs</li> <li>Maintains a strong client focus, treasury industry expertise, client sub-sector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services</li> <li>Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions</li> <li>Manages an open line of communication with core team members to ensure all are kept informed of updated client news, treasury product changes, and industry knowledge</li> </ul> Job Requirements: <ul> <li>Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends</li> <li>Proven business development and relationship management skills with a corporate client set</li> <li>Excellent verbal and written communication and presentation skills. Proven negotiation and active listening skills. Strong executive presence</li> <li>Adept at critical and strategic thinking and problem resolution</li> <li>Strong business/financial acumen</li> <li>Successfully maneuvers through the enterprise, engaging partners and escalating as needed. Demonstrates the ability to foster strong partnerships within the core tea</li> <li>Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction</li> <li>Collaborative approach to business in support of close team environment. Able to effectively work as an individual contributor as well as a close team member in a fast paced environment</li> <li>Effectively manages risk while balancing the needs of the client, the team, and the bank</li> <li>Ability to travel 20% of the time in a normal environment</li> <li>B.S. or B.A. in finance, accounting, management, or another undergraduate degree or equivalent work experience</li> </ul> Skills: <ul> <li>Account Management</li> <li>Business Development</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Critical Thinking</li> <li>Portfolio Analysis</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Sales Strategy</li> <li>Coaching</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Prospecting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Healthcare Treasury Sales Officer

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>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

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