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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: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: <ul> <li>Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities</li> <li>Assists, educates, and trains clients on conducting simple transactions through self-service technologies</li> <li>Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy</li> <li>Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping</li> <li>Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements</li> </ul> Required Qualifications: <ul> <li>Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment</li> <li>In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months</li> <li>Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Confident in identifying solutions for helping new and existing clients based on their needs</li> <li>Strong written and verbal communications skills</li> <li>Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)</li> <li>Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li> <li>Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Associate's Degree or Bachelor's Degree in business, finance or a related field</li> <li>Experience working in a financial center where goals were met or exceeded</li> <li>Retail and/or sales experience in a salary plus incentive environment</li> <li>Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded</li> <li>Experience with financial information, spreadsheets and financial skills</li> <li>Knowledge of banking products and services</li> <li>Strong computer skills including Microsoft applications and previous experience utilizing laptop technology</li> </ul> Skills: <ul> <li>Active Listening</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Senior Banker - State and Schrock 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 Portfolio Management Officer (“PMO”) will be responsible for underwriting new credit requests and monitoring credit exposure for existing Bank of America Business Capital (“BABC”) clients. BABC provides asset-based loans to clients in the Global Commercial Bank and Global Corporate and Investment Bank, partnering closely with the relationship management teams, product partners and capital markets teams. Facilities range from twenty million to over three billion in size and are typically secured with a first lien on all assets. The PMO will work closely with Credit Officers, senior team members, and product partners to serve the credit needs of clients. Typical duties include analyzing financial and collateral performance, completing portfolio monitoring responsibilities, and preparing recommendations for approval. The PMO will also have the opportunity to collaborate with the deal team on preparation of term sheets and client presentations, as well as review and negotiate loan documentation. Moreover, they will have the opportunity to directly interface with clients, financial sponsors, and financial intermediaries. The PMO will be expected to monitor financial trends to proactively identify macro issues and opportunities within industries. They should deliver clear and concise analysis to facilitate decision making, while also ensuring adherence to BofA’s internal credit policies, guidelines and applicable regulatory requirements. Over time, they would have the opportunity to transition into a senior role, managing a portfolio of BABC clients. Job Responsibilities: <ul> <li>Financial Statement Analysis</li> <li>Collateral Analysis</li> <li>Preparation of credit approval write-ups</li> <li>Preparation of term sheets and client presentations</li> </ul> Required Qualifications: <ul> <li>2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship management, leveraged finance, loan syndications, or restructuring/workout </li> <li>Strong credit, financial analysis and modeling skills</li> <li>Proficient in Word, Excel, and PowerPoint</li> </ul> Desired Qualifications: <ul> <li>Bachelor's degree in Accounting and/or Finance</li> <li>Completion of a formal bank credit training program</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Credit Documentation Requirements</li> <li>Underwriting</li> <li>Collateral Management</li> <li>Decision Making</li> <li>Financial Analysis</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Business Acumen</li> <li>Loan Structuring</li> <li>Negotiation</li> <li>Portfolio Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Portfolio Management Officer I/II-Asset Based Finance

Job Description: 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; FINRA. 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> </ul> <ul><li>Obtained your insurance licenses</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> *****Please note this is a sourcing requisition there might not be an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments- Southern Inland Empire

Location: Hybrid, you will work up to one week within our office in Murray, UT per month. All other working days will be work from home. Shift: Flexible start time, 6:00AM-8:30AM, 8.5 hour shifts with a 30 minute lunch, Monday-Friday. R1 is a leading provider of technology-enabled revenue cycle management services which transform and solve challenges across health systems, hospitals and physician practices. Headquartered in Chicago, R1 is publicly-traded organization with employees throughout the US and international locations. The Patient Financial Counselor will be responsible for processing patient financial assistance applications, placing outbound phone calls and scanning financial assistance documents into system. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In this role, the successful candidate must display a strong sense of patient care and attention to detail. Here’s what you will experience working as a Financial Counselor: <ul> <li>Explain financial responsibilities for services received payment options and collection procedures to patients or parties responsible for payment</li> <li>Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate</li> <li>Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations</li> <li>Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage</li> <li>Maintain accurate documentation of pre-processing information</li> <li>Perform all other duties and projects as assigned</li> </ul> Required Skills: <ul><li>High school diploma or GED is required</li></ul> <ul> <li>Attention to detail</li> <li>Strong customer service experience</li> <li>Ability to multi-task and navigate between multiple systems simultaneously</li> <li>Comfortable with handling outbound calls</li> </ul> Desired Qualifications: <ul> <li>Previous experience as a financial counselor with background in medical terminology preferred</li> <li>Understanding of State and Federal assistance</li> <li>Fluency in Spanish is preferred</li> </ul> For this US-based position, the base pay range is $14.76 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.The healthcare system is always evolving — and it’s up to us to use our shared expertise to find new solutions that can keep up. On our growing team you’ll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team — including offering a <a href="http://go.r1rcm.com/benefits" target="_blank">competitive benefits package.</a>R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company’s employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person’s age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at 312-496-7709 for assistance.CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights <a href="https://f.hubspotusercontent20.net/hubfs/4941928/California%20Consent%20Notice.pdf" target="_blank">California Consent </a>To learn more, visit: <a href="https://R1RCM.com" target="_blank">R1RCM.com</a>Visit us on <a href="https://www.facebook.com/R1RCM" target="_blank">Facebook</a>#tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022 #remote #hybrid

R1 RCM

Financial Counseling Representative I (Hybrid remote)

As a Customer Support Principal, you'll be a strategic resource who is responsible for facilitating workflow between Customer Support and other departments, ie. PTG, to prioritize issues and enforce operational level agreements. You’ll be the highest level of subject matter expertise not only on the product, but also on Support processes and customers, allowing you to effectively represent Support as needed with other departments. You’ll navigate highly escalated or complex issues and proactively surface trends to leadership. As an expert you will regularly provide coaching and guidance to tenured resources and proactively consider continuous improvement initiatives. You will regularly coordinate with various resources across Support and other areas of the business on projects, product enhancements, challenges, and goals. What you'll do: <ul> <li>Represent Support as the liaison with PTG, ensuring effective filing and prioritization of defects as well as enforcing OLAs.</li> <li>Assume ownership to oversee Yodlee cases, defects, and meetings.</li> <li>Respond to complex tickets, assisting the team or taking ownership of advanced cases. </li> <li>Provide subject matter expertise for EAPs, preparing Customer Support for new functionality and identifying risks. </li> <li>Author and edit Knowledgebase content using KCS methodologies. </li> <li>Capture case trend data to assist in creating NFRs or business cases to reduce costs. </li> <li>Report service incidents or requests to internal groups, acting as a customer-facing liaison. </li> <li>Stay updated on product changes and rapidly learn new product functionalities. </li> <li>Be responsible for customer issues, collaborating across teams to ensure flawless service integration. </li> </ul>What you'll bring: <ul> <li>4-6 years of experience using, supporting, or consulting on Blackbaud Financial Edge software.</li> <li>Have an accounting background or experience, such as an Accounting degree, experience as accountant or bookkeeper, experience with accounting concepts, or experience with accounting softwares such as Quickbooks, Financial Edge, etc. </li> <li>Are skilled in diplomacy and tact when dealing with diverse individuals. </li> <li>Rapidly learn new concepts and ideas. </li> <li>Ask critical, insightful questions to facilitate problem-solving. </li> <li>Act as a calming influence in tense situations, providing direction and guidance. </li> <li>Integrate unrelated information to develop creative, strategic approaches. </li> <li>Accurately predict behaviors using keen insight into others. </li> <li>Work effectively in continually changing environments. </li> <li>Quickly identify key issues for important decisions. </li> <li>Anticipate obstacles and take timely steps to minimize impact. </li> <li>Create long-term strategies that anticipate customer needs. </li> <li>Have familiarity using or supporting Yodlee or other third-party financial aggregators used for bank feeds and credit card feeds preferred.</li> <li>Understand or have familiarity with APIs (Application Programming Interface) preferred.</li> </ul> #LI-REMOTE Stay up to date on everything Blackbaud, follow us on <a href="http://bit.ly/FollowUsLI" target="_blank">Linkedin</a>, <a href="http://bit.ly/2xn65ez" target="_blank">Twitter</a>, <a href="https://www.instagram.com/blackbaud/" target="_blank">Instagram</a>, <a href="http://bit.ly/2yNWNJH" target="_blank">Facebook</a> and <a href="https://bit.ly/BLKBYouTube" target="_blank">YouTube ​</a>Blackbaud is a remote-first company which embraces a flexible remote work culture. Blackbaud supports hiring and career development for all roles from the location you are in today!Blackbaud is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, physical or mental disability, age, or veteran status or any other basis protected by federal, state, or local law.To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.A notice to candidates: Recruitment Fraudulent Alert: Your personal information and online safety as a candidate mean a lot to us! At Blackbaud and our portfolio of companies, recruiters only direct candidates to apply through our official careers page at <a href="https://careers.blackbaud.com/us/en" target="_blank">https://careers.blackbaud.com/us/en</a> or our official LinkedIn page. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers, or conduct interviews via Skype. Anyone suggesting otherwise is not a representative of Blackbaud. If you are unsure if a message is from Blackbaud, please email <a href="#">blackbaudrecruiting@blackbaud.com</a>. The starting base pay is $77,700.00 to $104,500.00. Blackbaud may pay more or less based on employee qualifications, market value, Company finances, and other operational considerations.Benefits Include:<ul> <li>Medical, dental, and vision insurance</li> <li>Remote-first workforce</li> <li>401(k) program with employer match</li> <li>Flexible paid time off</li> <li>Generous Parental Leave</li> <li>Volunteer for vacation</li> <li>Opportunities to connect to build community and belonging</li> <li>Pet insurance, legal and identity protection</li> <li>Tuition reimbursement program</li> </ul>

Blackbaud

Financial Edge NXT Customer Support Principal

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 Responsibilities: A Treasury Sales Analyst at Bank of America is a role that supports the Treasury Management Sales Team (TSO) in growing treasury management revenue. They are responsible for activities from sales through implementation, including client management, portfolio development, pricing strategy, and proposal/presentation development. <ul> <li>Client Engagement: Develop and maintain relationships with clients, identifying opportunities to grow revenue and increase treasury product penetration.</li> <li>Product Knowledge: Possess a strong understanding of Bank of America's treasury products and services, including cash management, liquidity solutions, and payment services.</li> <li>Sales Support: Support TSOs in developing strategies, creating proposals, and delivering presentations to clients.</li> <li>Implementation Coordination: Coordinate the implementation of treasury solutions, gathering necessary documentation and working with internal partners.</li> <li>Market Research: Conduct industry research to identify trends and opportunities, and develop strategies to target specific client segments.</li> <li>Data Management: Maintain accurate client information, sales activities, and pipeline opportunities in CRM systems.</li> </ul> Job Qualifications: <ul> <li>Communication: Excellent verbal and written communication skills.</li> <li>Analytical Skills: Ability to analyze issues and develop solutions.</li> <li>Financial Acumen: Understanding of financial principles and concepts.</li> <li>Organizational Skills: Strong time management and organizational skills.</li> <li>Interpersonal Skills: Ability to build rapport with clients, colleagues, and business partners.</li> <li>Technology Proficiency: Proficiency in MS Office applications (Word, Excel, PowerPoint, Outlook).</li> <li>Undergraduate degree or equivalent work experience</li> <li>Experience in B2B sales or client service and exposure to treasury products and services is preferred</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Presentation Skills</li> <li>Critical Thinking</li> <li>Data Management</li> <li>Portfolio Analysis</li> <li>Problem Solving</li> <li>Relationship Building</li> <li>Active Listening</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Prioritization</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Sales Analyst

Job Description: Job Title: Treasury Sales Officer, Global Payments Solutions / Cash Management Services-UK HQ Large Corp Clients Corporate Title: Director Location: London Company Overview 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! Location Overview Our London office is based just a stone’s throw from the magnificent St. Paul’s Cathedral on bustling King Edward Street. Here you’ll find modern workspaces and a state-of-the-art auditorium space. In addition, we’re proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre. Job Description Responsible for the delivery of integrated treasury solutions to existing and prospective UK HQ large corporate clients. These include international Cash &amp; Liquidity Management, Transactional FX, Merchant Services, Commercial Card and Trade Finance. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio by partnering with stakeholders to consult on sales opportunities. This requires both product knowledge and relationship management experience to deliver the best possible solution. Responsibilities <ul> <li>Primary relationship and sales responsibility for a portfolio of Large Corporate UK HQ clients</li> <li>Build new, or develop existing client relationships to advance business opportunities across the client organisation to deliver new business pipeline and revenue </li> <li>Client calling and leads any GPS revenue enhancing or relationship client facing engagement / presentation including responses to proposals and pitches </li> <li> Consults with clients to drive growth of new client relationships or deepening existing relationship through thoughtful identification of client needs matching bank resources/capabilities against client requirements</li> <li>Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship </li> <li>Client and portfolio planning to drive responsible revenue, balance sheet growth and profitability improvement</li> <li>Partner with bankers, sales partners and product teams across the enterprise to develop customized treasury solutions by identifying new opportunities </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>Provide client and market feedback to management and business partners for product development </li> <li>Attend industry and client events to represent the bank/ business </li> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure</li> </ul> What we are looking for <ul> <li>Demonstrates the ability to foster partnerships within the core team and build rapport with client contacts</li> <li>Effectively manages competing priorities while consistently maintaining client satisfaction</li> <li>Effectively manages risk while balancing the needs of the client, the team and the bank</li> <li>Strong international treasury management and working capital experience and product knowledge</li> <li>Ability to work in a high pressure, deadline orientated environment </li> <li>FCA certification and ACT Cert ICM an advantage</li> </ul> Skills <ul> <li>Account management </li> <li>Business / Stakeholder development</li> <li>Excellent oral and written communication</li> <li>Highly numerate with good business acumen </li> <li>Presentations skills </li> </ul> Benefits of working at Bank of America UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum </li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.</li> <li>Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.</li> <li>Access to an Employee Assistance Program for confidential support and help for everyday matters</li> <li>Ability to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to access our Arts &amp; Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.</li> </ul> Bank of America Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Treasury Sales Officer, Global Payments Solutions / Cash Management Services-UK HQ Large Corp Clients

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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Required Qualifications: <ul> <li>Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment</li> <li>In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months</li> <li>Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Confident in identifying solutions for helping new and existing clients based on their needs</li> <li>Strong written and verbal communications skills</li> <li>Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)</li> <li>Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li> <li>Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Associate's Degree or Bachelor's Degree in business, finance or a related field</li> <li>Experience working in a financial center where goals were met or exceeded</li> <li>Retail and/or sales experience in a salary plus incentive environment</li> <li>Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded</li> <li>Experience with financial information, spreadsheets and financial skills</li> <li>Knowledge of banking products and services</li> <li>Strong computer skills including Microsoft applications and previous experience utilizing laptop technology</li> </ul> Skills: <ul> <li>Active Listening</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Senior Banker - North Ogden Financial Center

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. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. As a National Financial Solutions Advisor (NFSA I), your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey. We’ll help you <ul> <li>Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li>Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li>Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li>Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li> <li>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.</li> <li>Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li> </ul> As a Financial Solutions Advisor, you can look forward to <ul> <li>Unlimited potential for financial growth.</li> <li>Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li> <li>Robust marketing support to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li> </ul> We’re a culture which <ul> <li>Believes in responsible growth and has a proven dedication 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 and customers 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> Required skills <ul> <li>Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)</li> <li>Is comfortable in a sales role, finding ways to nurture strong client relationships.</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>A bachelor’s degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.</li> <li>Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.</li> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

National Financial Solutions Advisor I (Lincoln, RI) (Series 7 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 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: Client Protection is looking for an experienced analytical leader to join the digital commerce fraud strategy team. This is an exciting opportunity given the constantly evolving nature of digital adoption and attacks in marketplace as well as in money movement. The incumbent will be responsible for managing a team focused on fraud and scam prevention strategies for key digital money movement channels. Responsibilities will include, working across multiple lines of business; partnering with product, technology, operations, vendors, and others; responsibility for the overall first party fraud loss line; and evaluating various internally developed and vendor provided machine learning tools to maximize client experience while managing fraud most effectively. As a Fraud Strategy Manager with the Client Protection organization, you will capitalize on technical abilities and strategic thinking to solve business challenges and seek opportunities for improvement. You will join a team of fraud professionals who are dedicated to stopping criminals and protecting customers. In the role you will spend time analyzing difficult problems as we try to stay one step ahead of the fraudsters. You will develop complex defenses designed to minimize the impact to good customers while maximizing fraud loss avoidance. You will work across multiple partner organizations and represent our team as a subject matter expert. We are looking for someone with strong communication skills, sound business judgement, results oriented with a track record of thriving in a fast-paced entrepreneurial environment. The role will be responsible for several key areas: • Develop and implement robust third-party fraud and scam detection program rooted in digital space to safeguard the organization against financial fraud. • Provide recommendations on mitigation efforts, ensuring monitors are in place, and will self-create initiatives as needed. • Lead a team of fraud analysts in the identification, investigation, and mitigation of fraud activity. • Collaborate with cross-functional teams to integrate fraud detection measures into existing systems and processes. • Stay abreast of industry trends, emerging threats, and technological advancements to continuously enhance fraud prevention methodologies. • Analyze data and conduct investigations to identify patterns, trends, and anomalies indicative of potential fraud. • Identifying new sources of data (internal or vendor-provided) that can enrich our existing detection processes, be added to our decision systems, and allow for new detection strategies to be developed. Will require close coordination with partners in Fraud Technology. • Drive the development of new models designed to detect fraud activity. • Ensuring proper risk controls are deployed, while adhering to best practices. • Provide oversight on defect reviews of 3rd party/scam loss cases to identify any gaps in Fraud strategy and/or procedural adjustments. • Providing fraud requirements, testing, and development of strategies for new project and endeavors • Lead the team to Develop, implement, and continuously improve fraud detection algorithms and systems. Perform regular audits and analysis of transaction data to detect new fraud trends. • Guiding team to Develop new fraud strategies using statistical and analytical techniques. Goal will be to identify and mitigate new and emerging fraud threats. • Design and monitor key fraud metrics and KPIs to evaluate the effectiveness of fraud prevention. • Monitor Strategy performance and Optimization of existing detection strategies to determine areas where rules can be adjusted to decline fewer false positives and improve the ROI and overall performance of our fraud strategies. • Systems Integration: Integrate fraud detection systems with core banking and transaction processing systems using APIs and middleware solutions. Collaborate with IT and software development teams to ensure seamless integration and functionality of fraud management systems. Manage and optimize the performance of fraud detection systems and tools. • Policy and Strategy Development: Stay updated with the latest fraud trends, regulatory requirements, and best practices. Lead the creation and refinement of fraud detection and prevention strategies. • Work closely with compliance, legal, risk management, and other relevant departments to align fraud management efforts with organizational goals. Conduct training sessions and workshops to educate staff on fraud detection techniques and policies. • Identify process improvements and efficiencies via data analysis. • Deliver accurate metrics related to fraud and claim activity. Validate the integrity and quality of data required for performing analysis. • Partner with claims, policy, strategy, and product teams to deliver data insights and analysis that inform critical decisions and help achieve goals. Required Qualifications: • 3+ years of experience in advanced to expert level in SQL and SAS • Minimum 7 years of work experience in large financial institution with specialization in data analytics • Minimum 5 years of experience in managing teams. Desired Qualifications: • The candidate must be at an advanced to expert level in SAS and SQL. Should also have familiarity with other programming languages such as Python, R, or Java. Knowledge of data extraction tools such as Hive or Hue will be useful. • Experience in Statistical model utilization • 3+ years of decision tree development • Experience in managing fraud for digital products (Zelle, Wires, ACH, Bill pay) • Expertise in fraud detection and management platforms, specifically SAS Fraud Management and creation of user defined variables for rule development. • Ability to work in a fast-paced, dynamic environment is critical. • Must have exceptional organizational, project management and communications skill. • Candidate must have a proven track record of building and deploying analytical solutions that have resulted in material financial results. • Ability to work independently as well as effectively work in teams with individuals with a variety of skills and backgrounds. • Advanced analytical and quantitative skills with demonstrated ability in using data and metrics to identify root causes. • Basic understanding of 1st and 3rd party fraud (claims to charge-off timing, chargeback recovery rights, etc.) • Proven strong analytical and communication skills. • Experience in working with tools like SAS E-miner and use machine learning models to identify patterns and anomalies in transaction data indicative of fraudulent activity. • Bachelor’s degree, preferably in a quantitative discipline such as mathematics, statistics, operations research, engineering, computer science, finance, or business. Skills: <ul> <li>Analytical Thinking</li> <li>Business Analytics</li> <li>Data Mining</li> <li>Fraud Management</li> <li>Business Process Analysis</li> <li>Critical Thinking</li> <li>Influence</li> <li>Relationship Building</li> <li>Strategy Planning and Development</li> <li>Business Case Analysis</li> <li>Issue Management</li> <li>Leadership Development</li> <li>Process Performance Measurement</li> <li>Recruiting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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