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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 supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: • Operates as a back up financial center leader within a market • Manages client traffic, engaging and appropriately routing clients, and fostering client retention • Manages business results through formalized management routines and coaching • Creates a world class client experience environment • Manages market-level initiative prescribed by market leaders • Drives operational excellence Required Qualifications: <ul> <li>1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team</li> <li>Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals</li> <li>Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction</li> <li>Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability</li> <li>Proven record of balancing risk and making sound decisions while achieving business goals</li> <li>Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service</li> <li>Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results</li> <li>Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills</li> <li>Proficiency in computer skills and professional programs (for example, Microsoft Office)</li> <li>Availability to work weekends and/or extended hours as required to run the business</li> <li>Must be able to travel to any financial center within the defined market</li> </ul> Desired Qualifications: <ul> <li>1+ years of management experience including hiring, coaching and developing direct reports</li> <li>Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality</li> <li>Bachelor’s Degree in related field</li> <li>Bilingual (fluent verbal and written)​​</li> </ul> Skills: • Customer Service Management • Performance Management • Coaching • Customer and Client Focus • Talent Development • Risk Management • Sales Performance Management • Business Operations Management • Recruiting • Result Orientation • Referral Management • Leadership Development • Inclusive Leadership • Prioritization • Problem Solving Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Market Financial Center Manager - Charlotte Central Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: <ul> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for new and existing clients based on their needs</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Has the ability to learn and adapt to new information and technology platforms</li> <li>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Efficiently manages time and capacity</li> <li>Focuses on results while acting in the best interest of the client</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li> <li>Six months of cash handling experience</li> <li>Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​</li> </ul> Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Hilltop Plaza Financial Center

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. This Specialized Product Sales role is responsible for performing proactive lead generation and business development engagements via client engagement and partner collaboration. The candidate will lead formal client engagements for the Bank’s payables offering including sourcing, RFP responses, pricing strategy, formal pitches, software demonstrations, and formal presentation. The candidate will have in depth knowledge of our payables offering across the Global Payments Solutions platform, including Corporate Travel and Purchasing Cards, Virtual Payables, Comprehensive Payables and other B2B payables products. <ul> <li>Own the sales efforts through proactive prospect lead generation and the development and nurturing of client relationships</li> <li>Engage in continuous 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</li> <li>Write RFI/RFP responses and deliver best and final presentations to clients and their leadership team</li> <li>Create and drive routines with all key business partners such as Product Management, Treasury Sales, Relationship Management, Implementations, Customer Service, Product Sales, and executive leadership</li> <li>Brief senior leaders on sales efforts, deal overview and strategy to win</li> <li>Be the voice of our clients to drive innovation and enhancements to our product offering on a regular and formal basis</li> <li>Partner with the broader bank organization to gain access to senior level contacts within prospects/client</li> <li>Conduct and lead client presentations to all levels of client organizations, including senior treasury, finance, purchasing and travel management teams via video conferencing and collaboration sites, by phone or in-person</li> <li>Perform platform/technology demonstrations and communicate features and benefits to clients</li> <li>Price deals and lead pricing and contract negotiations with clients</li> <li>Develop and deliver internal training sessions on products, services and value propositions to Treasury Sales and Relationship Management Teams, and other business partners</li> <li>Represent the organization at internal and external client conferences and trade shows, and generating new leads for Card and Comprehensive Payables business</li> </ul> *Required Skills: “Must” have these skills to be minimally qualified. <ul> <li>BA/BS Degree or equivalent work experience</li> <li>Minimum 3 years of experience in the payables marketplace, with an understanding of the competitive landscape and regional marketplace variations</li> <li>Global Commercial Card &amp; Comprehensive Payables subject matter expertise, in sales, account management or product role</li> <li>Sales experience within a large, global financial institution</li> <li>Knowledge of treasury management and card and comprehensive payables services</li> <li>Project management skills</li> <li>Experience in Accounts Payable</li> <li>Proven ability to work in a demanding, fast-paced global environment</li> <li>Experience working within a highly matrixed organization</li> <li>Strong communication skills, both verbal and written</li> <li>World-class presentation skills</li> <li>Proven leadership skills across multiple organizations</li> <li>Ability and desire to think creatively to deliver business results, both independently and as part of a team</li> <li>Experience leading technology demonstrations and discussions</li> <li>Ability to manage multiple projects simultaneously</li> <li>Skilled in working with Microsoft Office applications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Product Sales Manager  - 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. 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 tax planning, advisory, forecasting, and compliance activities. Key responsibilities include complying with tax reporting requirements for various government jurisdictions, researching tax issues and developing effective tax optimization strategies, and supporting the achievement of business objectives by collaborating on activities and projects with teammates and partners throughout the enterprise. Job expectations include leading projects, coordinating resources and leading partner relationships. LOB Job Description: This role will cover a variety of needs within the Enterprise Tax Planning group, including: addressing Bank of America’s responsibilities under Pillar 2 regime; cross-border Transfer Pricing requirements and methodologies; cross-border taxation; and Corporate Alternative Minimum Tax (CAMT). Support of various business partners in these coverage areas is expected, as is understanding and applying emerging legislation and regulations that impact Bank of America in these coverage areas. Responsibilities: • Analyzes and interprets tax laws and regulations • Assists in the preparation of tax planning and compliance strategies • Prepares and reviews federal, state, and local tax returns • Researches and analyzes tax issues • Supports the preparation of tax compliance and reporting requirements • Prepares and reviews tax estimates and projections • Identifies and implements process improvements Skills: <ul> <li>Analytical Thinking</li> <li>Issue Management</li> <li>Tax Administration</li> <li>Continuous Improvement</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Process Effectiveness</li> <li>Relationship Building</li> <li>Stakeholder Management</li> <li>Attention to Detail</li> <li>Financial Analysis</li> <li>Reporting</li> <li>Written Communications</li> </ul> Required Qualifications: <ul><li>Minimum 2 years experience in either Corporate or Public Accounting with emphasis on Corporate Taxation </li></ul> Desired Qualifications: <ul> <li>Master's degree in Accounting on a CPA track or a law degree</li> <li>International or Cross-border taxation experience</li> <li>Transfer pricing experience</li> <li>Familiarity with OECD (Organization for Economic Co-operation and Development) Pillar 2 requirements</li> </ul> Minimum Education Requirement: Bachelor’s degree in Business Administration or Accounting Shift:1st shift (United States of America) Hours Per Week: 40

CFO - Senior Tax Professional II

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Overview: This job is responsible for financial reporting for a line of business. Key responsibilities include understanding business processes, continuing to develop comprehensive knowledge of accounting activities and reviewing month-end close to accurately reflect business results. Job expectations include partnering with upstream and downstream stakeholders and possessing accounting and financial reporting knowledge. Line of Business Job Description: The Global Banking/Equity Investments Controller Team is part of GLEC, within the GFC organization. The teammate in this role will be responsible for a variety of controllership functions, primarily focused on ensuring the accuracy of the books and records. Other functions include providing accounting support for the various product areas and assisting with the preparation and analysis of reportable data used for internal reporting, as well as in external regulatory filings. The team provides product controllership support to Global Banking and Global Strategic &amp; Sustainable Investments and partners with the line of business (LOB), LOB Finance, Operations, Regulatory Reporting, Accounting Policy and other Enterprise control functions. Intellectual curiosity paired with analytical skills and a collaborative mindset will be key to the success in this role. <ul> <li>The Chief Financial Officer (CFO) Group is responsible for the overall financial management of our company. This includes accounting, financial and regulatory reporting, balance sheet management, financial planning and analysis, treasury, investor relations, corporate investments and tax</li> <li>Global Financial Control (GFC) is responsible for managing and executing consolidated financial and legal entity reporting; interpreting and applying accounting policy and standards; overseeing financial controls and operational risk assessments; managing and maintaining financial data and systems; managing general ledger and sub‐ledger accounting; and supporting tax activities. In short, our focus in GFC is to get the numbers right and to work in support of the company’s goals, most importantly responsible growth.</li> <li>Global Legal Entity Controller (GLEC) is responsible for legal entity controllership activities for the Americas which includes the U.S., Canada, Mexico, Brazil and Nobramex. Also responsible for Compensation and Benefits accounting, Corporate Treasury accounting, Planning and Control controller functions and Legal Entity management activities and providing controller support to Global Banking, Equity Investments and Consumer/GWIM products</li> </ul> Responsibilities: <ul> <li>Ensures the ledger is accurate for a line of business line</li> <li>Adheres to accounting standards</li> <li>Partners with upstream and downstream stakeholders</li> <li>Comprehends business activities and how they influence accounting and reporting outputs</li> <li>Assist with month-end close responsibilities (cash management, transaction accounting/journal entries, new product reviews, etc.)</li> <li>Analyze monthly financial results</li> <li>Prepare submissions for external regulatory filings; monitor external reporting changes and ensure compliance with established requirements</li> <li>Optimize new technology to better serve stakeholders and drive process improvements</li> <li>Maintain and enhance data quality controls, as required</li> <li>Provide support to business partners</li> </ul> Required Qualifications: <ul> <li>3-5 years of finance/accounting experience</li> <li>Advanced Excel skills</li> <li>Effective and concise communication</li> <li>Ability to effectively manage multiple responsibilities/competing priorities</li> <li>Detail oriented with strong organizational skills</li> </ul> Desired Qualifications: <ul> <li>BA/BS Degree preferably in Accounting/Finance</li> <li>Financial statement analysis/regulatory reporting experience</li> <li>Knowledge of SAP/Oracle</li> <li>CPA</li> <li>Experience with Alteryx/Tableau</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Product/Specialty Controller - Global Financial Control; Global Banking/Equity Investments Controller Team

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for conducting auditing activities of Artificial Intelligence (AI) risk management across the company and for specific business units or control functions. Key responsibilities include conducting the audit assessment of effectiveness of controls supporting the AI model life cycle including AI risk assessment, AI and model governance, model development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management’s strategic direction and actions to strengthen the model risk control environment. Responsibilities: <ul> <li>Conducts audit assessment of the company’s AI governance framework and routines</li> <li>Conducts audit assessment of effectiveness of controls supporting the use of AI models and application such as AI model life cycle including model governance, development, validation, on-going monitoring, and model change management.</li> <li>Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the AI model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.</li> <li>Conducts review of the AI model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.</li> <li>Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.</li> <li>Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions.</li> <li>Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes.</li> </ul> Technical Skills: <ul> <li>Data Algorithm</li> <li>Data Analysis, Interpretation &amp; Decisioning</li> <li>Executive Report Writing</li> <li>Testing &amp; Workpaper Documentation</li> <li>Model Risk Principles</li> <li>Technology Risk Principles</li> <li>Data Risk Principles</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 Shift:1st shift (United States of America) Hours Per Week: 40

Quantitative Financial Analyst

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

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

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <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> 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> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage II - Consumer Investments - Greenville Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Enterprise Financial Risk (EFR) Overview Enterprise Financial Risk (EFR) seeks to deliver effective independent risk management of the activities and processes associated with managing the Company’s capital, liquidity and interest rate risks, including price risk in the CFO managed securities portfolio. As the Chief Risk Officer (CRO) function covering the Chief Financial Officer (CFO) Group, we also bring together a holistic point of view across all seven risk types for the Company’s CFO. The team helps Bank of America grow responsibly through developing our teammates, promoting a diverse and inclusive culture, and approaching our work with intellectual curiosity. EFR delivers its mission through a steadfast commitment to its values: cultivating diversity of thought and valuing different perspectives and experiences; promoting learning, fostering relationships and creativity; and developing talent, advancing careers, and creating leaders within Global Risk Management and across the company. Our goal is to ensure that a healthy and sustainable liquidity, capital, and interest rate risk (IRR) profile is maintained through baseline economic scenarios, as well as during times of market and idiosyncratic stress. Department Overview: Enterprise Capital Risk Management (ECRM) is a department within Enterprise Financial Risk (EFR). This group is responsible for providing an independent assessment of Bank of America’s Capital adequacy and the risk to our capital position(s), as described within BAC’s Risk Framework. The department’s aim is to support Bank of America’s purpose in making financial lives better through responsible growth. This is accomplished by providing an independent perspective on the effective utilization of Bank of America’s Capital resources and ensuring we understand all the risks that could impact our Capital resources. The goal of the department is that a healthy and sustainable Capital profile is maintained through a business-as-usual environment and during times of stress. Role Summary: Operating within BAC’s Risk Framework, understand and drive all components of the end-to-end Capital/Capital Risk management process/program for the Enterprise. As a Risk horizontal team, it is our role to ensure the Enterprise adheres to our Capital Management policy and any resultant standards and guidance. Key components of the Capital/Capital Risk Management program include appropriate risk identification across the 8 lines of business and legal entities, establishment of effective forecasting and stress testing processes across a range of scenarios, and establishment of risk monitoring processes across the 8 lines of business and legal entities, including the review and challenge of Board and Management Level Risk Appetite Limits for our Enterprise and material subsidiaries. In addition to our key Risk Framework responsibilities, ECRM is responsible for completing our independent risk management mandate including ensuring the Company’s capital calculations (spot and forecasted) are appropriate, including any changes to the calculations, including Basel 3 Endgame. Key Responsibilities: <ul> <li>Develop and demonstrate acumen for the identification of capital risks and mitigants (including market and economic environment and connectivity to other risk stripes)</li> <li>Ensure understanding of the business processes that may increase our risk, as well as the mitigants to that risk</li> <li>Assist in the establishment and execution of all Enterprise Risk Management Program requirements</li> <li>Coordinate and conduct execution of risk framework activities that are the responsibility of EFR, including but not limited to independent review and risk assessment of front line owned processes (e.g. capital calculation, capital forecasting, etc.)</li> <li>Conduct and ensure appropriate and adequate documentation for all independent risk reviews and risk points of view, including appropriate escalation and communication to Senior Management</li> <li>Conduct and document risk’s acceptance and understanding of the capital impacts from new products and new transactions</li> <li>Deliver effective review and challenge of front-line owned processes that generate or impact our risk or Capital position</li> <li>Draft and communicate executive and committee messaging on a regular basis in a variety of formats, including power point and MS Word</li> <li>Support corporate-wide risk related initiatives, including regulatory change</li> <li>Enhance the Risk landscape, by ensuring our balance sheet and business model is appropriately stressed across a variety of scenarios, baseline to bankruptcy (resolution)</li> <li>Provide subject matter expertise related to Capital risk management process and Capital stress testing to the Risk verticals teams, Corporate Treasury, CFO Group and other partners across the enterprise, in order to drive the execution of the stress testing framework and ensure Risks identified are reflected across all scenarios</li> <li>Lead EFR coverage of SEC broker dealer net capital rules and CFTC swap dealer capital rules, including executing capital calculation testing and review and challenge of FOCUS report filings and calculations</li> <li>Review and challenge key capital management activities, including capital planning and forecasting for broker dealer and swap dealer entities, capital risk appetite limits, and subsidiary capital actions/dividends</li> </ul> Critical Success Measures: <ul> <li>Deliver against the book of work for Enterprise Capital/Capital Risk Management</li> <li>Ensure that we are providing appropriate monitoring and analysis that allow us to support high quality risk insights</li> <li>Connection to and execution of responsibilities of the independent risk function</li> </ul> Core Competencies: <ul> <li>Vision- Takes a long-term view and builds a shared vision with others; acts as a catalyst for organization change. Influences others to translate vision into action</li> <li>Communication- Can articulately paint credible pictures &amp; visions of possibilities and likelihoods</li> <li>Resilience- Deals effectively with pressure; remains optimistic and persistent, even under adversity. Recovers quickly from setbacks. On occasion required to take an unpopular stand</li> <li>Collaboration- Develops networks and builds alliances; collaborates across boundaries to build Capital relationships and achieve common goals. Influencing and negotiating across external stakeholders (regulators) as well as internal groups including LOB Risk teams, Corporate Treasury, GRRP, Audit &amp; Compliance to drive execution</li> <li>Interpersonal Skills- Treats others with courtesy, sensitivity, and respect. Considers and responds appropriately to the needs and feelings of different people in different situations</li> <li>Leveraging Diversity- Fosters an inclusive workplace where diversity and individual differences are valued and leveraged to achieve the vision and mission of the organization. Exposure and involvement with Employee Engagement initiatives including supporting Diversity &amp; Inclusion efforts</li> <li>Developing Others- Develops the ability of others to perform and contribute to the organization by providing ongoing feedback and by providing opportunities to learn through formal and informal methods</li> </ul> Key Requirements: <ul> <li>Strong analytical skills, including both analysis of financial data and written reports</li> <li>Knowledge of SEC broker dealer net capital rules and/or CFTC swap dealer capital rules</li> <li>8-12 years of Treasury, Finance, Accounting or Risk Management experience</li> <li>Proficiency with PowerPoint and Excel. Writes in a clear, concise, organized, and convincing manner for the intended audience</li> <li>Strong business-centric mindset with ability to utilize sound business judgment and tailor approach to drive optimal business outcomes</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Coaching</li> <li>Critical Thinking</li> <li>Liquidity Management</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Portfolio Analysis</li> <li>Presentation Skills</li> <li>Written Communications</li> <li>Issue Management</li> <li>Monitoring, Surveillance, and Testing</li> <li>Regulatory Compliance</li> <li>Technical Documentation</li> <li>Trading Strategy</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Enterprise Financial Risk Capital Risk Manager

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: Work directly with the business development officers, relationship managers, investment bank, capital markets teams and/or product specialists to develop, structure, analyze, covenant, document, fund and close a deal. Work on a broad range of transactions from large corporate/private equity to core middle market. Requires direct contact with the client, financial sponsors and/or financial intermediaries. This will include outside accountants, legal counsel and field examiners. Must develop full understanding of BANA and BABC credit policies and regulatory requirements is required to enable immediate reaction to situations during the underwriting, documentation and closing processes. Job Responsibilities: <ul> <li>Analyzing new prospects for credit quality and Asset Based Lending potential, including financials and projections</li> <li>Evaluate collateral from a broad spectrum of industries for suitability for asset-based facilities.</li> <li>Assist in negotiation of term sheets and credit agreements with prospective clients.</li> <li>Prepare internal documentation to evaluate new opportunities to include pre-screens and final approval documentation.</li> <li>Work closely with risk management on approvals; present borrower and structure to risk committee in order to secure deal approval.</li> <li>Work with outside counsel and other third parties, including appraisers and field examiners, to document and close transactions.</li> </ul> Required Qualifications: <ul> <li>7+ years experience credit, underwriting, and structuring of corporate lending transactions.</li> <li>Deep knowledge of Legal Documentation (commitment papers, term sheets, credit agreements, intercreditor agreements, etc.)</li> <li>Able to establish and maintain collaborative partnerships with both internal and external clients.</li> <li>Easily navigates multiple client and support organizations; able to engage and gather resources through various business partners in order to achieve successful outcomes.</li> </ul> Desired Qualifications: <ul> <li>10+ years asset-based experience</li> <li>Familiarity with asset-based lending across broad industries, including specific sector risks and nuances</li> <li>BA/BS Degree with concentration in Finance, Accounting or related</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Financial Analysis</li> <li>Loan Structuring</li> <li>Underwriting</li> <li>Collaboration</li> <li>Decision Making</li> <li>Negotiation</li> <li>Problem Solving</li> <li>Written Communications</li> <li>Business Acumen</li> <li>Client Management</li> <li>Portfolio Management</li> <li>Prioritization</li> <li>Executive Presence</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

35 Accounting & Finance Jobs in Statesville, NC, USA