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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. 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: Responsible for the day-to-day execution of field examinations. Generally responsible for completing the most complex tasks and analysis. Identifies and resolves problems in a timely fashion according to established guidelines. May refer the most complex issues to the manager for resolution. Position may be flexible on location. Responsibilities: <ul> <li>This position requires travel by car and/or plane to client locations for exams.</li> <li>Review schedule for assignments.</li> <li>Conduct pre-exam meetings with internal contact. </li> <li>Advises contact and exam management of critical issues while in the field.</li> <li>Conducts exit meetings and reviews all significant findings with borrower. </li> <li>Provides copies of availability calculation and related footnotes, as needed, for client's reference. </li> <li>Creates reports and submits for review. </li> <li>Takes personal ownership of managing risk and proactively identifies issues and concerns.</li> <li>Work under tight deadlines in a fast-paced environment while producing results. </li> <li>Help create an inclusive workplace where every employee feels respected and valued.</li> </ul> Required Qualifications: <ul> <li>2+ years of experience in financial services within an accounting or auditing role.</li> <li>Strong understanding of accounting principles. </li> </ul> Desired Qualifications: <ul> <li>2+ years work experience as a field examiner in Asset Based Finance.</li> <li>5+ years work experience in an accounting or audit field. </li> <li>Bachelor’s degree in accounting</li> </ul> Skills: <ul> <li>Collateral Management</li> <li>Due Diligence</li> <li>Financial Analysis</li> <li>Issue Management</li> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Data Mining</li> <li>Monitoring, Surveillance, and Testing</li> <li>Written Communications</li> <li>Active Listening</li> <li>Audit Planning, Organization</li> <li>Collaboration</li> <li>Oral Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Senior Field Examiner - Asset Based Finance

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 - Riverhead Financial Center *Bilingual Spanish Required

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. 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 conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. Responsibilities: <ul> <li>Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers</li> <li>Supports the planning related to setting quantitative work priorities in line with the bank’s overall strategy and prioritization</li> <li>Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation</li> <li>Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite</li> <li>Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk</li> <li>Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes</li> <li>Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches</li> </ul> Skills: <ul> <li>Critical Thinking</li> <li>Quantitative Development</li> <li>Risk Analytics</li> <li>Risk Modeling</li> <li>Technical Documentation</li> <li>Adaptability</li> <li>Collaboration</li> <li>Problem Solving</li> <li>Risk Management</li> <li>Test Engineering</li> <li>Data Modeling</li> <li>Data and Trend Analysis</li> <li>Process Performance Measurement</li> <li>Research</li> <li>Written Communications</li> </ul> Minimum Education Requirement: Master’s degree in related field or equivalent work experience Required Education, Skills, and Experience: <ul> <li>Bachelor’s degree or equivalent with a quantitative emphasis in areas such as mathematics, engineering, or computer science</li> <li>Proven programming skills (Python, C++, SQL, or equivalent object-oriented programming), with relevant industry experience</li> <li>Ability to work well within a team based development environment</li> <li>Can effectively use modern software development and lifecycle tools enabling strong source control and code review</li> <li>Strong problem solving skills with the ability to tackle issues independently</li> <li>Ability to get to grips with a large and complicated systems</li> <li>Great communication skills, including the ability to write clear and concise documentation</li> <li>A team player who can work in well with existing systems while still finding a way to impart a personal style </li> </ul> Desired Skills and Experience: <ul><li>Process automation experience a plus</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

Quantitative Finance Analyst

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 - Wisconsin Market - Green Bay, WI (Target)

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 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 - Middlesex 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 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 overseeing a unit or section of a segment for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency. Job expectations include knowledge of operations support management and expertise in functional area(s) gained through increasingly more responsible management positions in operations. The GM NFRR team is responsible for the consistent application of interpretation of Laws, Rules and Regulations (LRRs) and Enterprise Policies, data sourcing, preparation, governance, and oversight of Global Markets regulatory reports – with the overall goal of centralizing, standardizing and remediating (as necessary) regulatory reporting processes within NTCO NFRR Operations. We are therefore looking for a highly talented individual to become Operational Monitoring Lead - to lead &amp; design strategy for the real time monitoring of key activities. This job is responsible for driving and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include to transform an accurate data foundation that captures key metrics for report preparation process into a source of actionable information. Regularly review that information within a structured framework to facilitate decisions and actions that will improve overall report preparations through the globe. The successful individual will: • Develop comprehensive monitoring strategy requirements across Global report preparing functions and ensure standardization across regions • Design a robust and effective activity tracking model, that provides real time updates on reporting obligations managed by GM NFRR team globally across multiple regions - AMRS, EMEA, and APAC. • Design effective routines to ensure report production responsibilities are understood, tracked and documented, whilst holding key stakeholders accountable • Roadmap against strategy to ensure processes to acquire information for providing comprehensive and accurate monitoring, are dynamic and flexible to ensure new and changing obligations are captured. • Design informative MI and key control reporting • Responsible for executing global periodic (e.g. daily, monthly) reporting routines ensuring the Global team is adherent to multiple Enterprise policies e.g., Regulatory Reporting and Enterprise Data Management Standards • Effective running of forums with large Global stakeholder groups, for the identification, tracking, and remediation of data issues and control enhancements that impact the respective reports • Establish credible, collaborative, and influential relationships with key regional stakeholders across Operations, Technology, FLU and Compliance • Drive execution improvements to ensure consistent operational live monitoring practices are in place and adhered to including high quality deliverables and role clarity with partners. • Communicate with a broad audience of business partners in a variety of formats and in a way that ensures all audience members understand and can adhere to the strategy. Responsibilities: <ul> <li>Develops and implements procedures to enhance productivity and efficiency and manage business change</li> <li>Serves as an escalation point to resolve broad and complex operational issues</li> <li>Responsible for expense management, reporting and forecasting for operations areas managed as well as compensation decisioning, talent planning, and performance management at a senior level</li> <li>Manages a large team or multiple smaller teams across one or more sites, regions or product lines in an operations support function</li> <li>Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships</li> </ul> Required Skills: • 10+ years of Banking experience; Professional qualifications preferred. • Global Markets Operations/Technology Project Management experience preferred. • Ability to manage multiple stakeholders and prioritization efforts • Expert ability to provide clear oral and written communication to a variety of business and technical audiences. • Expert ability to improve the capabilities of production monitoring processes and corporately through skill development, process enhancement • Be able to identify changes that have an impact across multiple process and stakeholders • Identify efficiency gains in regulatory reporting processing • Hands on approach and process excellence mind set • Ability to influence and drive progress across key business partners • Ability to prioritize work and adapt to changing needs in a dynamic work environment • Self-starter, takes initiative • Driver of change Desired Skills: • Bachelor’s degree in related field • Data Science skills • SQL, Tableau, Micro Strategy experience will be a plus • Experience with regulatory programs • Experience with global stakeholder management Skills: <ul> <li>Business Operations Management</li> <li>Drives Engagement</li> <li>Process Management</li> <li>Process Performance Measurement</li> <li>Result Orientation</li> <li>Customer and Client Focus</li> <li>Planning</li> <li>Reporting</li> <li>Risk Management</li> <li>Talent Development</li> <li>Adaptability</li> <li>Data Management</li> <li>Fraud Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Workforce Analytics</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Markets Non-Financial Regulatory Reporting (GM NFRR) Operational Monitoring

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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 *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Oklahoma Area

Financial Solutions Advisor - Consumer Investments - Mid-Cities DFW Area

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Required skills: <ul> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.</li> <li>Communicates clearly and confidently with clients from all walks of life.</li> <li>Works well with others and collaborates productively to get things done.</li> <li>Can manage complexity, prioritize tasks and execute in a fast-paced environment.</li> <li>Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.</li> </ul> Desired skills: <ul> <li>Bilingual Spanish Preferred.</li> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee:  Fiesta 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 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 The Canada Trade Finance Operations team performs a variety of support functions related to Trade Finance servicing by following established practices and procedures. The team handles all instruments in support of Trade Finance transactions across all products along with outreach to clients, as required. Products supported include Import/ Export Letters of Credit, Standby Letters of Credit/Guarantee, Documentary Collections, Supply Chain Finance. In addition, the team provides guidance and support to Sales, Clients, Credit, Product and Global Trade Partners. The incumbent is mainly responsible for supporting the end to end processing of Trade Finance products/transactions, servicing for products supported and ad hoc requests from business partners providing a high level of internal and external collaboration across groups. May be required to support ad-hoc requests, projects and initiatives as required and support User Acceptance testing. May be required to work weekends in support of production check out requirements. Ability to support cross functional departments in Treasury operations. Responsibilities <ul> <li>Adhere to Service level objectives for Global Trade Operations in processing trade transactions related to Standby Letter of Credit /Guarantee, Import/Export Letter of Credit, Supply Chain Finance, Prime Revenue and Collections including billing and receipt of fees in accordance with established timeframes and transaction limits.</li> <li>Must display initiative, be highly customer oriented, be a team player, flexible and committed to the success of the team</li> <li>Ability to work effectively supporting multiple products daily across multiple time lines</li> <li>Provide value-added, effective and efficient operational support to clients, and business partners</li> <li>Participate in client/new business conference meetings and provide expertise and recommendations on trade instrument structure and processing procedures</li> <li>Complete transactions with accuracy and efficiency</li> <li>Support other team members, as required</li> <li>Meet tight deadlines on deliverables</li> <li>Monitor Email on a regular basis throughout the day and acknowledge receipt with clients, providing periodic updates until resolved</li> </ul> Qualifications <ul> <li>Minimum 5 years of experience working in Trade Finance with proven results handling Standby Letter of Credit/Guarantee, Import and Export Letter of Credit and Supply Chain Finance</li> <li>Working knowledge of trade related products, services, processes and the Bank’s Anti-Money Laundering and compliance policies and procedures</li> <li>Thorough knowledge and understanding of UCP600, URR725, ISBP745, ISP98, URDG758 and other related ICC Rules and publications governing Letters of Credit</li> <li>Experience in reviewing application, Letter of Credit formats and processing/releasing Standby Letter of Credit/Guarantee is required</li> <li>Strong interpersonal, superior customer service, communication, time management and problem solving skills</li> <li>Willingness to learn and take on new tasks, as required</li> <li>Complete transactions with accuracy and efficiency</li> </ul> Other Qualifications <ul> <li>Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions</li> <li>Excels in working among diverse viewpoints to determine the best path forward</li> <li>Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner</li> <li>Commitment to challenging the status quo and promoting positive change.</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base</li> <li>Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world</li> <li>Demonstrated initiative and the ability to work with minimal supervision</li> <li>CDCS (Certified Documentary Credit Specialist) designation preferred.</li> </ul> What Bank of America Offers Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees. Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization. Bank of America is an Equal Opportunity Employer. Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

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