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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! About the Team: The Global Technology Service Management function is a new team charted with designing, improving, and overseeing next generation IT Service Management (ITSM) policies, processes, and solutions. Our mission is to ensure the appropriate controls and capabilities are in place to enable the delivery of stable, resilient, and available technology services to our customers and employees. Job Description: The ServiceNow Governance Lead is a key role within the ServiceNow Core Platform Center of Excellence team. This net new role in the organization will ensure that risk is managed in an optimized and effective way. The primary areas of governance work will cover creation and management of all ServiceNow processes to ensure efficiency and management of the ServiceNow Platform. This job is responsible for leading and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include executing LOB or ECF processes and tools to drive adherence to enterprise-wide standards. Job expectations include supporting the implementation of quality assurance and quality control processes within the LOB or ECF through ongoing monitoring and testing of controls, identifying issues and control improvements for remediation, and building out actions plans and milestones. Responsibilities: <ul> <li>Create and operate a governance framework encompassing ServiceNow Core Platform processes</li> <li>Assess the ITSM processes against governance framework and global process management expectations</li> <li>Create, maintain and/or improve processes, as needed</li> <li>Perform process control effectiveness periodically, identifying gaps and opportunities</li> <li>Drive design improvements on flows, procedures, performance indicators, and operational metrics</li> <li>Leads the assessment of the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards</li> <li>Performs monitoring and testing of controls, identifying issues and control improvements for remediation</li> <li>Leads the implementation of optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts</li> <li>Manages the performance and productivity of team members that conduct quality inspection reviews</li> <li>Ensures timely execution of QA activities including control execution, case management, and results reporting</li> <li>Manages and reviews all operations front line unit responses for regulatory exams, internal audits, and other monitoring and inspection reviews</li> <li>Ensures accuracy of data and that relevant information is captured for inspection metrics to support governance for dashboard reporting</li> </ul> Required Qualifications:<ul> <li>Minimum of 5 years of experience with the ServiceNow Platform</li> <li>Minimum of 3 years of experience ServiceNow process design</li> <li>Experience in operation and improvement of a governance framework in a large enterprise environment</li> <li>Experience in managing governance councils, committees or other leadership bodies</li> <li>Experience creating or improving policy, standard, and key indicator design</li> <li>Self-starter with ability to handle multiple assignments simultaneously</li> <li>Proven ability to quickly learn and understand complex subject matter</li> </ul> Desired Qualifications: <ul> <li>Bachelor's Degree in technology or related field</li> <li>Superb written communication skills, with a keen eye for detail</li> </ul> Skills: <ul> <li>Controls Management</li> <li>Oral Communications</li> <li>Risk Management</li> <li>Stakeholder Management</li> <li>Continuous Improvement</li> <li>Drives Engagement</li> <li>Influence</li> <li>Strategic Thinking</li> <li>Data and Trend Analysis</li> <li>Decision Making</li> <li>Monitoring, Surveillance, and Testing</li> <li>Problem Solving</li> <li>Quality Assurance</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

ServiceNow Governance Lead

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

Business Solutions Advisor -  East Colleyville Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! About the Team: The Global Technology Service Management function is a new team charted with designing, implementing, and managing next generation Service Management policies, processes and solutions. Our mission is to ensure the appropriate controls and capabilities are in place to enable the delivery of stable, resilient, and available technology services to our customers and employees. Position Summary: The ServiceNow Platform Lead Administrator will play a leading role in maintaining the ServiceNow platform as defined by the Product teams. Our Operations team is responsible for level-2 end-user support, code migration/release support as well as production availability for over 10 ServiceNow instances. This role will provide hands on technical expertise to resolve service availability issues which includes coordinating cross team efforts to perform root cause analysis and problem resolution. You will work in a team environment to plan and implement software (or hardware) changes. We participate in various phases of the application lifecycle including plan, server build and software installation, release implementation, continuous improvement, and decommission. At these early stages of our ServiceNow deployment, sharing knowledge and developing a documentation library as a team will be essential to our success. This job is responsible for managing the day-to-day activities and functions for the assigned team. Key responsibilities include delegating work to team members, supervising work processes, providing informal leadership of sub teams or technology silos, managing on call and support schedules, and providing leadership, mentorship, and direction to team members. Job expectations include solving complex technical and analytical issues and effectively communicating results to senior management and Line of Business partners. Key responsibilities: <ul> <li>Maintain and support the ServiceNow platform while adhering to bank policies and standards</li> <li>Manage ServiceNow code quality control processes and routines</li> <li>Lead and mentor a team of operations specialists assigned to work on ServiceNow</li> <li>Respond to incidents for application availability issues as part of on-call duties</li> <li>Respond to incidents/pages for application functional issues or questions as part of daily duties</li> <li>Use your technical knowledge to triage service availability issues and restore service</li> <li>Research and resolve system defects, lead root cause analysis, and drive permanent resolution</li> <li>Ensure appropriate monitoring is in place and maintained to ensure application availability</li> <li>Participate in software release implementation meetings</li> <li>Participate in and coordinate maintenance activities</li> <li>Prepare and maintain application support/process documentation</li> <li>Develop management jobs, automation routines, or deployment scripts</li> <li>Manages and prioritizes multiple tasks and assignments for the team including tracking tasks and tickets in system(s) of record, ensuring enterprise service level agreements are met, and participating in defect, incident, problem, and change review meetings and release activities</li> <li>Provides point of escalation for team members, peers, and partner teams, and shares the leadership Point of Contact for triage of high priority incidents or consulting engagements</li> <li>Performs all responsibilities of team members from applicable teams</li> <li>Works with appropriate teams to ensure alerts, monitoring, dashboards, and processes are established appropriately for new projects and initiatives</li> <li>Participates and helps with resource interviews and onboarding processes</li> <li>Performs access reviews, conducts compliance activities, and serves as a delegate for administrative processes</li> </ul> Skills: <ul> <li>Collaboration</li> <li>Influence</li> <li>Production Support</li> <li>Risk Management</li> <li>Analytical Thinking</li> <li>Innovative Thinking</li> <li>Result Orientation</li> <li>Stakeholder Management</li> <li>Adaptability</li> <li>Automation</li> <li>Project Management</li> <li>Solution Delivery Process</li> </ul> Required Qualifications: <ul> <li>Minimum of 5+ years of experience a ServiceNow development and engineering with emphasis on platform management.</li> <li>Must have an active and verifiable ServiceNow Certified System Administrator (CSA) certification.</li> <li>Proven experience as an administrator in highly regulated environments.</li> <li>Experience in maintaining multiple ServiceNow environments.</li> <li>Experience monitoring and maintaining ServiceNow products, supporting software engineering, maximizing data processing systems, building cloud-compatible services, and operating within an enterprise IT lifecycle.</li> <li>Experience supporting ServiceNow integrations for security, risk, and compliance.</li> <li>Experience with ServiceNow instance cloning and management.</li> <li>Experience maintaining both Windows and Linux MID servers.</li> </ul> Desired Qualifications: <ul> <li>ServiceNow certified implementation specialist (CIS).</li> <li>ServiceNow certified application developer (CAD).</li> <li>Experience in financial institution information technology security, compliance with rules, regulations, and financial industry standards.</li> <li>Experience leveraging MID servers for integration and automation.</li> <li>Experience with ServiceNow Discovery and other Configuration Management Database (CMDB)population toolsets.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Lead Administrator, ServiceNow Platform

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! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance. • Bilingual Skills in Spanish 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 - Spanish Language Preferred

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 moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients. Responsibilities: <ul> <li>Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Reviews and approves required account documentation</li> <li>Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units</li> <li>Maintains knowledge of operational processes and assists in training less experienced team members</li> </ul> Line of Business Job Description: The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing &amp; Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund &amp; Alternative Investments. The Marketing Services and Support Team is responsible for the initial setup and maintenance of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other product types for Merrill Lynch Wealth Management and US Trust. There are over 1,400 system indicators supporting more than 31,000 cusips. The team also participates in evaluations and subsequent scoring of the fund company's performance in accordance with operating standards at Merrill Lynch. Opportunities exist for team members to develop leadership, project management and technological skills. The role provides an opportunity to liaise with fund companies and transfer agents to acquire knowledge related to technology business requirements, product fees and billing as well as trading. Responsibilities include but are not limited to the following. <ul> <li>Review of onboarding documents received from fund companies which provide instructions for the setup of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other products</li> <li>Analysis of received data to ensure system supportability</li> <li>Data entry to add products to the proprietary platform</li> <li>Quality review of data entered</li> <li>Testing of system enhancements based upon business initiatives</li> <li>Frequent communication with internal and external business partners</li> <li>Assist with project work as needed</li> </ul> Required Skills: <ul> <li>Proven history of effective ownership and accuracy with an emphasis on attention to detail</li> <li>Intellectually curious with a desire to identify and implement innovative solutions</li> <li>Ability to prioritize and handle multiple job related duties including day to day tasks and project work in a deadline oriented environment</li> <li>Ability to think critically while effectively managing and finding resolutions to complex situations independently</li> <li>Acts proactively to identify, control, and mitigate risks</li> <li>Excellent follow-up and organizational skills</li> <li>Provide outstanding personalized service and exhibit professionalism in all situations</li> <li>Proficient in Microsoft Office Suite with a strong background in Excel</li> </ul> ​Desired Skills: <ul><li>Knowledge of Alternative Investments</li></ul> Skills: <ul> <li>Account Management</li> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Written Communications</li> <li>Analytical Thinking</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Collaboration</li> <li>Recording/Organizing Information</li> <li>Research</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Information Management Analyst - Marketing Services & Support

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 building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders. Responsibilities: <ul> <li>Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives</li> <li>Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills</li> <li>Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met</li> <li>Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization</li> <li>Contributes to the technology strategy for their technical domain</li> <li>Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers</li> <li>Ensures that execution is aligned with product strategy by working with product management and other stakeholders</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Opportunity &amp; Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.</li> <li>Manager of Process &amp; Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.</li> <li>Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.</li> <li>People Manager &amp; Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.</li> <li>Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.</li> <li>Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.</li> <li>Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.</li> </ul> Required Qualifications: <ul> <li>Mainframe Storage Leader (Manager of Managers)</li> <li>10 + years leading and managing mainframe storage managers in a large, diverse, dynamic, and exciting storage environment. Accountabilities will include leading and managing those responsible for all mainframe storage architecture, disk, engineering, and virtual tape responsibilities.</li> <li>10+ years interacting with seasoned peers and direct/influence as needed across all mainframe technologies and select non-mainframe technologies (inclusive of but not limited to commercial strategy, command center, compliance, data center, finance, global information security, operations, risk, third party administration, vendors, vendor management, and vulnerability management)</li> </ul> Skills: <ul> <li>Influence</li> <li>Risk Management</li> <li>Solution Design</li> <li>Stakeholder Management</li> <li>Technical Strategy Development</li> <li>Analytical Thinking</li> <li>Application Development</li> <li>Collaboration</li> <li>Result Orientation</li> <li>Solution Delivery Process</li> <li>Agile Practices</li> <li>Architecture</li> <li>Automation</li> <li>Data Management</li> <li>DevOps Practices</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Mainframe Storage Technology Manager

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor- Consumer Investments - East Dallas

Job Description: The Function The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience. The Role The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner. Role Responsibilities <ul> <li>Outreach to clients requesting and collecting KYC documentation</li> <li>Assign Outreach contacts and serve as the key point of contact for relevant Clients as well as Bankers, Operations, Risk and other internal functions</li> <li>Partners with KYC support to review, challenge and communicate the KYC refresh forecast including any considerations as it relates to internal capacity as well as client population considerations</li> <li>Drive ownership of client engagement and work across Lines of Business to close relationship coverage gaps, if any</li> <li>Establishing and owning team/stakeholder routines to maintain transparency of progress, expectations, and provide a forum for escalations across industry coverage</li> <li>Drives the organization and recording of client contacts in appropriate systems of record</li> <li>Own any requirements as it relates to client-related discussions in internal governance routines within the FLU and those governed by support partners</li> <li>Oversees and resolves the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts</li> <li>Consolidate client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes across lines of business and regions</li> <li>Raise process issues and improvements that collectively help our clients</li> <li>Partner with colleagues in Banking, Sales,, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed</li> <li>Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue</li> <li>Own the Outreach of both periodic refreshes as well as remediation and associated programs</li> <li>Own the Outreach of jurisdictionally or regionally stringent requirements where needed</li> <li>Own timely collection of client required documentation, including follow ups where needed</li> <li>Ensure voice of the client is heard while adhering to policies, laws, rules and regulations</li> <li>Consider, propose or feedback on potential client portals or improved methods of interaction</li> <li>Own performance metrics, and ensure any exceptions are resolved within required timeframes</li> <li>Master customer due diligence (CDD) requirements and guide clients as needed to comply</li> <li>Drives the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply</li> <li>Represent Outreach on exam/audit/regulatory management from a FLU perspective, where needed</li> <li>Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities</li> <li>Ensure hiring and mobility adhere to the KYC FLU location strategy</li> <li>Embrace a collaborative and output oriented culture</li> </ul> Required Skills <ul> <li>Bachelor's degree or equivalent work experience</li> <li>10+ years experience in a client facing role within the financial services or a related industry</li> <li>Preferred: Certified Anti-Money Laundering Specialist (“CAMS”)</li> <li>Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions</li> <li>Must demonstrate a strong client focus</li> <li>Demonstrable ability to work across lines of business, regions and global client groups</li> <li>Understands how the client book fits into the overall business growth strategy</li> <li>Understand big picture and ability to work well independently</li> <li>Ability to initiate and build strong relationships with all levels of the organization</li> <li>Excellent interpersonal skills for motivation, collaboration and encouragement</li> <li>Professional Demeanor: Demonstrating patience, composure, and positive attitude.</li> <li>Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.</li> <li>Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.</li> <li>Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.</li> <li>Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail</li> <li>Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Client Outreach VP/Director 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. The Information Security Officer will be a member of the Business Information Security Officer's (BISO) organization and work closely with the line of business and their COOs and their supporting technology teams from the Chief Information Officers (CIOs)/Chief Technology Officers (CTOs). In this role, you will be supporting a group/team to develop a deep understanding of the business in order to have specialized information security risk-based discussions. This relationship will ensure a focus on the right risk priorities. You will also provide guidance on information security topics, policies and controls. Scale/Scope: • Contribute to the ongoing information security initiatives and improvements development, implementation and maintenance of information security for the line of business (LOB) • Serves as an Information Security subject matter expert and liaison with GIS teams and participates in the development, implementation and maintenance of information security programs for both the line of business (LOB) and the enterprise • Provides guidance and advocacy regarding the prioritization of LOB investments that impact information security • Advises LOB management on risk issues related to information security and recommends actions in support of the bank's wider risk management and compliance programs • Monitors information security trends internal and external to the bank and keeps LOB leadership informed about information security-related issues • Manages information security control alignment reporting to LOB Leadership. Risk Management: • Drives GIS/LOB risk deliverables • Collaborates with risk partners on info security critical priorities • Participates in senior LOB specific Risk Management &amp; Business Continuity Routines • Identifies and measures global information security (GIS) controls on most critical business processes or channels Leadership/Strategy: • Ability to build strong Partner relationships with peer technology groups and supported LOB • Supports the triage process with the client and helps them understand the GIS support structure • Drives required risk culture and partnership with peer technology teams and supported LOB • Participates in key CIO operating routines to drive information security risk strategy • Has a solid grasp of security in big data and other instructed large data structures Required Skills: • 2-5 years of experience in technology and 5 + years in information security • Must display subject matter experience in application security, vulnerability testing/management, system testing, and/or Agile lifecycle management • Strong LOB knowledge/experience for the type of business they are aligned to (e.g..Global Business Services) • 1-2 years of risk management experience or direct participation in risk management processes, including application risk classification and application control assessments. • Experience with reporting and advance MS Excel • Experience with creating/giving presentations and superb communication skills Shift:1st shift (United States of America) Hours Per Week: 40

Information Security Officer - Global Technology

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for our employees!Job Overview The Account Executive, Region Channel Sales is an industry expert in innovative sales strategies through strong relationships with key channel partners. This role involves recruiting and collaborating with our local channel partners in their assigned geographies. The focus is on leveraging the existing customer base of these partners to promote and sell T-Mobile products and services. The Account Executive will manage strategic initiatives with channel partners to develop growth strategies and enhance client relationships. This role also involves working closely with internal teams such as direct sales, solution specialists, and marketing to lead programmatic efforts that drive sell-with activity. Additionally, they will conduct quarterly reviews with their selected partners to evaluate the performance of partner-generated sales of T-Mobile products and services.Job Responsibilities:<ul> <li> Achieve growth targets by protecting existing business and identifying new opportunities, Establish joint targets to drive T-Mobile products and services through the channel partner. </li> <li> Build and maintain relationships with top-tier channel partners in assigned territory. Establish growth framework to establish T-Mobile as a strategic partner by developing and maintaining long-term relationships. </li> <li> Accountable for sales reporting and insights for assigned channel partners and their clients. Partner with internal operations teams to construct communication flows, programs, co-op, and team coordination. </li> <li> Deliver sales presentations and training to local partners to ensure knowledge of T-Mobile products and services </li> <li> Stays abreast of industry landscape, challenges and problem statements for the industry, unique products, and solutions, and collaborate as an expert with leadership and delivery teams to strategize current and long-term solutions. </li> <li> Drive on site customer meetings with partners. Act as resource for local partners and available to meet with customers and partners to drive sell through of T-Mobile products and services. </li> </ul> Education and Work Experience:<ul> <li>Bachelor's Degree (Preferred) </li> <li>4-7 years Strategic operations, sales, and/or business development experience in a sales and/or wireless organization Required </li> <li>4-7 years Selling into and/or through key industry channel partners Required </li> </ul> Knowledge, Skills and Abilities:<ul> <li>Negotiation Strong, proven negotiation skills. (Required) </li> <li>Business Analysis Analytical, planning and decision making. (Required) </li> <li>Strategy Strategic operations, sales, and/or business development experiences in a sales and/or wireless organization. (Required) </li> <li>Business Acumen Strong business acumen; incorporates overall objective in developing strategy and decisions. (Required) </li> <li>Communication Excellent communication skills. (Required) </li> </ul> Licenses and Certifications:<ul> <li>At least 18 years of age</li> <li>Legally authorized to work in the United States</li> </ul> Travel: Travel Required (Yes/No): Yes DOT Regulated: DOT Regulated Position (Yes/No): No Safety Sensitive Position (Yes/No): No Total Target Cash Pay Range: $134,300 - $242,200, inclusive of target incentivesBase Pay Range: $94,010 - $169,540The pay range above is the general base pay range for a successful candidate in this role. The successful candidate’s actual pay will be based on various factors, such as work location, qualifications, and experience, so the actual starting pay will vary within this range. To find the pay range for this role based on hiring location, <a href="https://paylookup.t-mobile.com/paylookup?reqID=REQ314911&amp;paradox=1" target="_blank">https://paylookup.t-mobile.com/paylookup?reqID=REQ314911&amp;paradox=1</a>At T-Mobile, employees in regular, non-temporary Retail and Business Sales roles are eligible for monthly or quarterly sales incentives. At T-Mobile, our benefits exemplify the spirit of One Team, Together! A big part of how we care for one another is working to ensure our benefits evolve to meet the needs of our team members. Full and part-time employees have access to the same benefits when eligible. We cover all of the bases, offering medical, dental and vision insurance, a flexible spending account, 401(k), employee stock grants, employee stock purchase plan, paid time off and up to 12 paid holidays - which total about 4 weeks for new full-time employees and about 2.5 weeks for new part-time employees annually - paid parental and family leave, family building benefits, back-up care, enhanced family support, childcare subsidy, tuition assistance, college coaching, short- and long-term disability, voluntary AD&amp;D coverage, voluntary accident coverage, voluntary life insurance, voluntary disability insurance, and voluntary long-term care insurance. We don't stop there - eligible employees can also receive mobile service &amp; home internet discounts, pet insurance, and access to commuter and transit programs! To learn about T-Mobile’s amazing benefits, check out <a href="http://www.t-mobilebenefits.com/" target="_blank">www.t-mobilebenefits.com</a>.Never stop growing! As part of the T-Mobile team, you know the Un-carrier doesn’t have a corporate ladder–it’s more like a jungle gym of possibilities! We love helping our employees grow in their careers, because it’s that shared drive to aim high that drives our business and our culture forward. By applying for this career opportunity, you’re living our values while investing in your career growth–and we applaud it. You’re unstoppable! T-Mobile USA, Inc. is an Equal Opportunity Employer. All decisions concerning the employment relationship will be made without regard to age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, religious affiliation, marital status, citizenship status, veteran status, the presence of any physical or mental disability, or any other status or characteristic protected by federal, state, or local law. Discrimination, retaliation or harassment based upon any of these factors is wholly inconsistent with how we do business and will not be tolerated. Talent comes in all forms at the Un-carrier. If you are an individual with a disability and need reasonable accommodation at any point in the application or interview process, please let us know by emailing <a href="mailto:ApplicantAccommodation@t-mobile.com" target="_blank">ApplicantAccommodation@t-mobile.com</a> or calling 1-844-873-9500. Please note, this contact channel is not a means to apply for or inquire about a position and we are unable to respond to non-accommodation related requests.

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