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

Bank of America

Consumer Investments- Financial Service Representative I

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 Summary: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). Account Takeover (ATO) persists as one of the most prevalent threats within the fraud landscape today. This, coupled with the expansion of our digital capabilities, and the wide array of compromised information available for purchase, has increased the scope and complexity of effectively detecting, mitigating and monitoring ATO risk within the Bank’s ecosystem. The Fraud Prevention and Detection organization relies heavily on our understanding of current fraudster tactics to expand our capabilities, reduce customer friction, and make strategic investment decisions. Data related to customer profiles and online banking login events hold an important key to securing best-in-class fraud performance and exceptional customer experiences. The selected candidate will work closely with the Cross-Functional teams and internal stakeholders to minimize process gaps and deliver on organizational loss goals. Device and Non Monetary Fraud and Innovation Senior Analyst- This job is responsible for performing complex analyses of online logins, device characteristics, and other non-monetary data to minimize fraud loss exposure and negative impacts to the customer experience. Key duties include analytical support on strategy creation and optimization, proposal of policy/procedural changes, and partner engagement within a complex stakeholder matrix. Responsibilities: <ul> <li>Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics</li> <li>Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights</li> <li>Deriving actionable insights from complex data</li> <li>Investigation and root cause analysis of major fraud losses and emerging trends</li> <li>Implementing incremental fraud mitigation controls in partnership with functional stakeholders</li> <li>Developing effective monitoring and oversight for cross-functional processes, inclusive of performance reporting and newly identified opportunities for collaboration across teams</li> <li>Supporting processes related to initiative management, including impact assessments, business case development, and capability roadmap development</li> </ul> Required Qualification: <ul> <li>4+ years of fraud, cyber, or risk analyst experience developing and/or optimizing mitigation strategies or managing large fraud programs/initiatives</li> <li>3+ years of SQL and/or SAS coding ability</li> <li>Excellent communication and presentation skills</li> <li>Ability to identify opportunities for improvement and work autonomously with minimal direction</li> <li>Expertise in building and managing stakeholder relationships and presenting to senior leaders</li> <li>Ability to work in a fast-paced, dynamic environment </li> </ul> Desired Qualifications: <ul> <li>B.A./B.S in Computer Science, Data Science, Statistics or related field</li> <li>Advanced degree in Computer Science, Data Science, Statistics, or related field</li> <li>Fraud or Claims background with focus on Online Banking, Account Takeover, and/or authentication</li> <li>Understanding of statistical methods for developing performance metrics</li> <li>Familiarity with data visualization tools, preferably Tableau</li> <li>Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)</li> <li>Proficiency coding in SAS and/or Python and using Hadoop Impala/Hive</li> <li>Familiarity with code automation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Device and Non Monetary Fraud Lead Analyst

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: • Develops talent, including proactive sourcing of candidates • Manages client traffic, engaging and appropriately routing clients, and fostering client retention • Manages business results through formalized management routines and coaching • Creates a world class client experience environment • Manages market-level initiative prescribed by market leaders • Drives operational excellence by engaging employees on business strategy • Manages organizational priorities and effective execution Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. • Breaks down barriers to create a more inclusive environment that supports company D&amp;I goals • Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations • Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success • Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization • Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance • Efficiently allocates and manages resources across the organization to drive short and long term profitability • Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs • Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage4 Required Qualifications: • 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages your time and capacity. • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. • Can interpret performance results, find opportunities to drive success and hold others accountable to results. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • 1+ years management experience including hiring, coaching, and developing direct reports • Experience in financial services and knowledge of financial services industry, products and solutions. • Experience working in an environment with individual and team goals where goals were routinely met or exceeded. • Bilingual skills. Skills: • Customer Service Management • Performance Management • Coaching • Customer and Client Focus • Talent Development • Risk Management • Sales Performance Management • Business Operations Management • Recruiting • Result Orientation • Referral Management • Leadership Development • Inclusive Leadership • Prioritization • Problem Solving Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Center Manager - Belvedere Alameda Financial Center

Job Description: 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. Required Qualifications: <ul> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> 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. Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee - Jenkintown 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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes 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 Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. 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. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </li></ul> 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate - Consumer Investments-Middle River Financial Center

Job Description: At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. Job Description: 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. 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> <li>Bilingual: Spanish Language Required</li> </ul> Desired skills: <ul> <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: 15th & Allen Sts. 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! 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 - Newtown Square 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: 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 - Lawncrest Financial Center - Spanish Required

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

Merrill Financial Solutions Advisor - North Virginia 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 providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions. Responsibilities: <ul> <li>Identifies client needs and recommends solutions when fraud has been identified</li> <li>Records data captured during client interactions accurately</li> <li>Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis</li> <li>Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy</li> <li>Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls</li> </ul> Required Qualifications: <ul> <li>Must be a current Bank of America Year Up intern with a good performance history</li> <li>1+ years of customer/client service experience, including experience handling difficult client situations</li> <li>Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives</li> <li>Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions</li> <li>Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule</li> <li>Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays</li> <li>Communicates effectively and confidently with all clients to make their financial lives better</li> <li>Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections</li> <li>Comfortable receiving ongoing performance feedback and coaching</li> <li>Ability to learn and adapt to new information and technology platforms</li> <li>Minimum of an intermediate level of proficiency with computers and current technology</li> </ul> Desired Qualifications: <ul> <li>1+ years of experience in the banking/financial industry</li> <li>1+ years of experience working in a client service capacity​</li> </ul> Skills: <ul> <li>Conflict Management</li> <li>Customer and Client Focus</li> <li>Decision Making</li> <li>Fraud Management</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Data Collection and Entry</li> <li>Issue Management</li> <li>Problem Solving</li> <li>Adaptability</li> <li>Collaboration</li> <li>Critical Thinking</li> <li>Influence</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

53 Accounting & Finance Jobs in Mechanicsburg, PA, USA