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Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <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

Bank of America

Merrill Financial Solutions Advisor - Wisconsin 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. Job Responsibilities: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs. <ul> <li>Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations</li> <li>Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis</li> <li>Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth</li> <li>Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs</li> <li>Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning</li> <li>Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables</li> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure</li> </ul> Job Requirements: <ul> <li>5+ years of Cash Management and/or Trade &amp; Supply Chain Finance experience</li> <li>Intrinsically motivated to continuously improve processes and/or one’s own education</li> <li>Ability to lead small groups while effectively delegating tasks</li> <li>Exercises the desire to mentor and sponsor other Associates</li> <li>Certified Treasury Professional certification or equivalent preferred</li> <li>Bachelor's Degree or equivalent work experience </li> </ul> Skills: <ul> <li>Account Management</li> <li>Business Development</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Critical Thinking</li> <li>Portfolio Analysis</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Sales Strategy</li> <li>Coaching</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Prospecting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Sales Officer

Job Description: 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! Our Specialized Product Sales team is part of the Bank of America Global Payments Solutions organization which provides our clients with best in class innovative cash management and payments solutions. The Specialized Product Sales team is accountable to deliver our payables solutions to the Bank’s corporate, commercial, and business banking clients as well as financial institutions, non-bank financial institutions and public sector entities. Responsible for performing proactive lead generation, business development engagements via industry conferences and client calling, lead formal client engagements from sourcing, RFP responses, pricing strategy, formal pitches and software demonstrations, during formal presentation of the Bank of America offering. The candidate will have in depth knowledge of our payables offering across the Global Transaction Services platform, including Corporate Travel and Purchasing Cards, Virtual Payables and Travel Cards, Comprehensive Payables and other B2B payables products. Own sales efforts, through proactive prospect lead generation, and the development and nurturing of client relationships Continual education to maintain status as a best in class subject matter expert, with deep understanding of product functionality, value proposition, industry trends and the competitive landscape Writing RFI/RFP responses and delivering best and final presentations to clients and their leadership team Creating and driving formalized routines with all regions and key business partners such as Product Management, Treasury Sales, Relationship Management, Implementations, Customer Service, Account Management and Product Sales, and executive leadership Briefing senior leaders on sales efforts, deal overview and strategy to win Being the voice of our clients to drive innovation and enhancements to our product offering on a regular and formal basis Partnering with the broader bank organization to gain access to senior level contacts within prospects/client Conducting and leading client presentations in person, over the telephone and via WebEx, to all levels of client organizations, including senior treasury, finance, purchasing and travel management teams Performing platform/technology demonstrations, and communicating features and benefits to clients Pricing deals and leading pricing and contract negotiations with clients Developing and delivering internal training sessions on products, services and value proposition to Treasury Sales and Relationship Management Teams, and other business partners Representing organization at internal and external client conferences and trade shows, and generating new leads for Card and Comprehensive Payables business Required Skills BA/BS Degree or equivalent work experience Minimum 3 years of experience in the payables marketplace, with an understanding of the competitive landscape and regional marketplace variations Global Commercial Card &amp; Comprehensive Payables subject matter expertise, in sales, account management or product role Sales experience within a large, global financial institution Knowledge of treasury management and card and comprehensive payables services Project management skills Experience in Accounts Payable Proven ability to work in a demanding, fast-paced global environment Experience working within a highly matrixed organization Strong communication skills – both verbal and written World-class presentation skills Proven leadership skills across multiple organizations Ability and desire to think creatively to deliver business results, both independently and as part of a team Experience leading technology demonstrations and discussions Ability to manage multiple projects simultaneously Skilled in working with Microsoft Office applications Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Product Sales Manager - Global Payments Solutions

Job Description: 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! Our Specialized Product Sales team is part of the Bank of America Global Payments Solutions (GPS) organization which provides our clients with best-in-class innovative cash management and payments solutions. The Specialized Product Advisory team is accountable to deliver complimentary treasury operational consultancy services to the Bank’s corporate, commercial, and business banking clients, as well as financial institutions, non-bank financial institutions and public sector entities. Reporting to the Global Head of Advisory in Global Payments Solutions (GPS), the selected candidate will work in close partnership with the sales, coverage and product teams. The role is expected to develop and drive deeper relationships with clients, and consequently derive revenue opportunities. Our Treasury Advisors work with clients to provide insights, ideas and best practices, in a consultative manner, that will help clients address specific operational and strategic objectives that arise in Corporate Treasury in areas such as: • international growth and overseas expansion • the use of shared services centers • the overall maturity of the treasury function • operating tactics and liquidity structures • business resilience, compliance, and governance • treasury technology impacts and working relationships with internal and external partners Specific use cases could include: • mergers, acquisitions, and divestitures: impacts, synergies, and benefits realization strategies • risk management methodologies • order-to-cash and procure-to-pay strategies • cash management structures and cash forecasting methods • organizational restructuring and treasury centralization Additionally, the role will be expected to contribute to the brand and reputation of the bank, increasing or preserving the competitive advantage over time and therefore identifying revenue opportunities for GPS. The core deliverables for this are to: • identify future client requirements relevant to GPS business positioning • develop and deliver content that positions the bank as a thought leader and core partner Required Skills • 7-10 years’ experience in corporate treasury and/or finance, ideally within a global, multinational organization (corporate treasury experience strongly preferred) or related consultancy experience • Understanding of transactional and corporate treasury products, processes and services, with an ability to translate that knowledge and experience into relevant insights and advice. • Knowledge of the regulatory environment as it pertains to treasury activities <ul><li> Operational process mapping and reengineering experience</li></ul> <ul> <li> Exceptional financial and business acumen</li> <li> Suitable project management, problem solving, strong analytical and strategic thinking skills</li> <li> Advanced communication, leadership, partnership, consulting, influence, and negotiation skills, combined with an intense focus on driving client-centric solutions</li> <li> Strong presentation &amp; public speaking experience; able to represent BofA at industry conferences, roundtables and other thought leadership opportunities</li> <li> Bachelor’s degree preferred in business or similar undergraduate degree (w/curriculum covering management, international business and/or finance) or appropriate industry qualifications</li> </ul> • Travel required – approximately 30% Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Advisory Executive - Global Payments Solutions

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: <ul> <li>Recommends financial advice and guidance that align with client financial goals and needs</li> <li>Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li> <li>Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li> <li>Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li> <li>Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li> <li> Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li> </ul> Required Qualifications: <ul> <li>Has demonstrated experience and proven success with business-to-business sales, or small business banking.</li> <li>Has strong communication skills with the ability to effectively influence clients.</li> <li>Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.</li> <li>Has a proven sales track record.</li> <li>Is able to build productive partnerships and working relationships.</li> <li>Is experienced with outbound phone sales.</li> </ul> Desired Qualifications: ​ <ul> <li>Experience with financial information, spreadsheets and financial skills.</li> <li>Experience with in-person customer service and sales.</li> <li>Experience working with small business clients.</li> <li>Experience meeting or exceeding goals.</li> <li>A working knowledge of small business products and services.</li> <li>Bilingual skills.</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Referral Identification</li> <li>Risk Management</li> <li>Client Experience Branding</li> <li>Credit Documentation Requirements</li> <li>Credit and Risk Assessment</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Issue Management</li> <li>Prospecting</li> <li>Relationship Building</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Business Solutions Advisor -  Vernon Hills 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. 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! Detailed Job Description Bank of America’s Global Risk Management business is looking for a Quantitative Financial Analyst in the Market Behavior Analytics group within Global Risk Analytics. This group is responsible for developing surveillances and other sophisticated controls over activities in our Global Markets business. These controls detect potentially suspicious activities and patterns of behavior. Building these controls requires knowledge of big data techniques, ability to architect systems that can efficiently scale to hundreds of billions of data points per day, machine learning over unstructured and structured data, graph analytics, and experience with building UI for data rich applications. Key responsibilities include: <ul> <li>Understanding financial data: schemas, flow, size, data issues, data controls, etc. </li> <li>Building performant big data pipelines that are the backbone of building large scale surveillance systems.</li> <li>Building surveillance models using sophisticated modeling techniques including machine learning and AI.</li> <li>Testing the efficacy of surveillances using advanced modeling techniques.</li> </ul> Required Skills: <ul> <li>Successful candidates will have a Bachelor’s or Master’s degree in computer science or related disciplines.</li> <li>At least 2 years of relevant experience in software engineering in Quantitative Finance or other industries.</li> <li> Ability to analyze and find interesting patterns in data with at least one of the following:<ul> <li>Experience in implementing distributed algorithms on large amounts of data using Big Data, batch and streaming technologies like Hadoop, Spark, Flink, Kafka etc. </li> <li>Experience in building user facing applications over large amounts of data using technologies like React, Angular, JavaScript etc.</li> </ul> </li> <li>Experience with SQL and NoSQL databases such as MongoDB, HBase, Cassandra, Oracle etc. to process large scale data.</li> <li>Strong communication skills and ability to effectively communicate quantitative topics to technical and non-technical audiences.</li> <li>Ability to effectively present findings, data, and conclusions to senior leaders.</li> <li>Ability to operate independently with minimal supervision to deliver sub tasks as well as ability to participate in group settings.</li> </ul> Preferred skills: <ul> <li>Experience in machine learning / AI models</li> <li>Experience with large scale financial data sets</li> <li>Experience to code independently with minimal oversight in at least one programming language like Python or Java.</li> </ul> Minimum Education Requirement: Successful candidates will have a Bachelor’s or Master’s degree in computer science or related disciplines. Shift:1st shift (United States of America) Hours Per Week: 40

Quantitative Finance Analyst - Markets Behavior Analytics Group

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 comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> <li>Obtained your insurance licenses.</li> </ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL

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

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 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

31 Accounting & Finance Jobs in Milwaukee, WI, USA