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Job TitlePortfolio Administration CoordinatorJob Description SummaryResponsible for reviewing leased and owned property documents as well as compiling and maintaining critical location data including financial and contractual obligations as part of the lease administration process. The qualified candidate should be a team player who can work autonomously. This candidate must be detail oriented in thought and process. This position requires excellent communication skills as the candidate will interact frequently with the client and landlordsJob Description<ul> <li>Review, abstract and/or perform quality control data audits of documents including updating and maintaining all lease information and data in our technology information systems, as required</li> <li>Ensure proper document management measures are followed for all leased, owned and other associated documents. Maintain file retrieval/storage, scan documents, and open/distribute mail</li> <li>Review client invoices in conjunction with lease requirements and collect proper supporting back-up documentation from landlords/billing authorities and confirm all calculations are correct</li> <li>Conduct desktop audits of Year-End Common Area Maintenance (CAM), Insurance, and Real Estate Tax reconciliations, interpret, and analyze all charges for accuracy, in accordance with lease documents. Directly responsible for dispute resolution with landlord for any identified discrepancies</li> <li>Responsible for ensuring the financial obligations of our Clients is accurate and that monthly rents are processed in a timely manner</li> <li>Oversee and manage the subtenant process including the recording and collection of monthly rent and the pass-through of invoices and year-end reconciliations</li> <li>Communicate frequently with internal and external partners. Notify client of critical dates, real estate policies and procedures, and assist with general inquiries</li> <li>Request and process certificates of insurance as required by the lease document</li> <li>Review Estoppels and Subordination Non-Disturbance Agreements (SNDA’s) against the lease terms</li> <li>Regularly exercises good judgment and logic in responding to leased and owned property inquiries from the client and/or landlords</li> <li>Ensure that productive landlord and subtenant relationships are maintained in accordance with the lease and sublease agreements</li> <li>Establish task priorities and create schedules for portfolio objectives.</li> <li>Able to manage multiple projects/priorities in a fast-paced environment</li> </ul> Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $25.48 - $25.48Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Portfolio Administration Coordinator

CompanyCox Automotive - USAJob Family GroupCustomer Care GroupJob ProfileTechnical Customer Care Specialist IManagement LevelIndividual Contributor Flexible Work Option Can work remotely anywhere in the specified countryTravel %NoWork ShiftDayCompensationHourly base pay rate is $16.15 - $24.23/hour. The hourly base rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate’s knowledge, skills, and abilities. Position may be eligible for additional compensation that may include commission (annual, monthly, etc.) and/or an incentive program.Job DescriptionThis is a fully remote position-must be able to work any shift during business hours, currently Monday - Saturday, 7AM - 7PM central time zone (hours subject to change to meet business needs). Currently, 10am-7pm Central is needed. Key Responsibilities <ul> <li>The Customer Care Specialist will be responsible for routine customer questions relating to product usage, as well as technical support issues relating to the Dealertrack family of products</li> <li>Handle routine customer questions relating to product usage, as well as technical support issues</li> <li>Maintains expert-level knowledge of Dealertrack Solutions and Products</li> <li>Develops and maintains strong technical expertise in Dealertrack products and those devices and platforms upon which the products function</li> <li>Accurately logs all customer information in the CRM customer ticketing system</li> <li>Adhere to corporate objectives for ticket processing and associated support service level agreements for response time and ticket closure</li> <li>Follow-up skills</li> <li>Ability to handle and respond to multiple open issues</li> <li>Able to work independently with little direction and multi-task and handle various tickets at once while being extremely productive and timely</li> <li>Ability to work required shifts both independently and within a team organization</li> <li>Facilitate communication from Support Team to other departments as needed to complete Cases</li> </ul>Qualifications Minimum:<ul> <li>High School Diploma/GED</li> <li>Generally, less than 2 years of experience</li> <li>Must be flexible to work any shift during business hours, currently Monday - Saturday, 7AM - 7PM central time zone (hours subject to change to meet business needs)</li> <li>Hours are extended and varied must have the ability to accommodate a flexible schedule and work overtime as needed</li> <li> Follow-up/follow-through skills required</li> <li>Ability to handle and respond to multiple open issues</li> <li>Able to work independently with little direction and multi-task and handle various tickets at once while being extremely productive and timely</li> <li>Customer-oriented background</li> <li>Knowledge of various computer applications including experience with business support applications such as MS Office (Word, PowerPoint, and Excel) required</li> <li>Excellent oral and written communication skills</li> <li>Experience working in a team environment and assisting others as applicable</li> <li>Requires attention to detail and the ability to adapt to change</li> <li>Ability to type 40+ WPM</li> </ul>Preferred:<ul> <li>Associate's degree or Technical Certification or equivalent work experience</li> <li>Technical background preferred </li> </ul>Drug TestingTo be employed in this role, you’ll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited.BenefitsEmployees are eligible to receive a minimum of sixteen hours of paid time off every month and seven paid holidays throughout the calendar year. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells – or simply uses – cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer – All qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. <h3> </h3>Application Deadline: 06/12/2025

Cox Automotive Inc.

Technical Customer Care Specialist I

<h1>Customer Service - Customer Service Representative (M-F 11am-8pm) 105-1005</h1> Tulsa, OK, USA Req #812 Sunday, June 1, 2025 JOB SUMMARY: Responsible for being the first point of contact for all membership related questions, requests and concerns and for providing outstanding service to our customers. You will answer queries regarding customer benefits, eligibility, PCPs, claims and other questions. You will handle complaints, troubleshoot problems and provide resolutions in a professional and polite manner to ensure first contact resolution and customer satisfaction. The ideal Customer Service Representative will be customer focused, detail oriented and results driven. The most successful Customer Service Representatives demonstrate the following characteristics: polite, accurate, knowledgeable, able to work well within a team, learning agility, flexible and easily adapts to change. KEY RESPONSIBILITIES: <ul> <li>Process a high volume of incoming inquiries regarding multiple products from members, providers, billing companies, individuals with legal representation, employer groups, and other insurance companies. </li> <li>Strive to achieve first call resolution by communicating accurate information efficiently and timely thereby creating a positive experience for the member.</li> <li>Verifies eligibility, benefits, deductible amounts, claim status, copays, coinsurance and all other information related to a customer and their benefits or a provider and their contract. </li> <li>Use effective listening skills to understand the needs and complaints of the customer to offer them the best possible solution and ensuring the member feels supported and valued.</li> <li>Resolve escalated customer issues received from the member, provider, employer groups or brokers while remaining calm and professional.</li> <li>Provide interpretation services for all product lines via the contracted language line service as appropriate. </li> <li>Flexible hours, including weekends and evenings, as department or training needs dictate and at the discretion of management may be required.</li> <li>Effective problem resolution skills that demonstrates balance of company and customer needs.</li> <li>Demonstrated ability and learning agility to adapt to organizational changes including business processes, systems and technology.</li> <li>Joining a team of Customer Service Representatives and building a positive relationship of teamwork, trust, reliability and excellence.</li> <li>Understanding and striving to meet or exceed call center metrics while providing excellent customer service.</li> <li>Taking part in training and other learning opportunities to expand knowledge of company and position.</li> <li>Perform other duties as assigned.</li> </ul> QUALIFICATIONS: <ul> <li>Exceptional telephone manner, customer service skills, active listening skills, verbal and written communication skills.</li> <li>Ability to resolve conflict and diffuse tension</li> <li>Strong time management skills and decision- making skills.</li> <li>Ability to read, comprehend, and explain health insurance benefits in a clear, concise, and professional manner.</li> <li>Ability to work under stress with production and quality standards.</li> <li>Proficient in Microsoft Office applications.</li> <li>Highly organized and attentive to detail.</li> <li>Flexibility, ability to adapt to change.</li> <li>Successful completion of Health Care Sanctions background check.</li> <li>Bilingual skills a plus.</li> </ul> EDUCATION/EXPERIENCE: <ul> <li>High school diploma or equivalent required</li> <li>1-year customer service experience with direct interactions with customers</li> <li>Contact center or medical field experience preferred</li> </ul> CommunityCare is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin <h2 id="otherDetailsHeader">Other details</h2> <ul> <li> Job Family Commercial </li> <li> Pay Type Hourly </li> </ul> <a href="#"> Apply Now </a>

CommunityCare

Customer Service - Customer Service Representative (M-F 11am-8pm) 105-1005

Job Description: Job Title: Senior Service Specialist Corporate Title: Officer Location: Bromley Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Location Overview: Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train. Role Description: We are seeking a Treasury Service Advisor to join an established team in Bromley. Working with our varied multi-national Large Corporate client base here in EMEA, you’ll help to support clients with their everyday banking, cash management and treasury services, building solid relationships and establishing yourself as a trusted advisor. This role offers a high level of visibility as you’ll work in conjunction with a number of other internal teams to provide seamless delivery to and build relationships with a variety of client stakeholders. Whether you’re already working within operational cash management, or servicing clients in a financial services environment and you have the passion to develop a career in wholesale banking then we’d love to hear from you. This role presents an exciting opportunity to grow your career with exposure to a variety of financial products, internal exposure to business and support stakeholders and expected year-on-year growth and expansion of the team, we can offer excellent development and the roles represents the ideal mobility opportunity. Responsibilities: • You will be supporting clients with all aspects of their treasury movements, managing expectations with regular updates. • Helping to form a cohesive industry team aligned to meet common goals and deliver a consistent service to all clients. • Front line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service. • Form client relationships through regular verbal communication, understanding our client’s business and priorities. • Client advisory through analysis, identifying operational efficiencies, repair reduction and self-service opportunities. • Web EX and opportunities for face-to-face client meetings, delivering thorough, advisor service reviews. Promoting self-service opportunities and demand reduction. • Tailoring your service approach according to client needs in order to influence positive ‘client satisfaction’ survey responses. • Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardise client experience. • Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process. • Partnering with Sales, Product, Operations, Technical Support and Fulfilment departments in order to provide a seamless delivery to the client. What we are looking for: • Experience in client service or client facing roles • Experience gained within financial services or investment banking. • An understanding of cash management and/or treasury products and clearings • Appetite to evolve and add to a continued excellence environment • The ability to travel to client visits • Excellent verbal and written communication skills • Influencing skills in order foster an optimum and timely resolution for the client Skills that will help: Fluency in a major European language in addition to English (written, reading and speaking). Benefits of working at Bank of America: UK • Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner • Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons • 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum • The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc. • Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services. • Access to an Employee Assistance Program for confidential support and help for everyday matters • Ability to donate to charities of your choice directly through payroll and the bank will match your contribution • Opportunity to access our Arts &amp; Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions. • Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community. Bank of America: Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Bank of America

Senior Service Specialist

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 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 - Upstate SC Market - Greenville, SC Area

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 working on the least complex technical designs that enable business strategies in accordance with architectural governance, standards and policies. This job facilitates deployment of technical solution by developing templates, playbooks, and automation used during implementation and consistently looking for opportunities to improve the reliability and efficiency of implementing services. Job expectations include embracing a culture of innovation and continuous improvement. Responsibilities: <ul> <li>Provides subject matter expertise and consulting services on a range of technologies, contributing to the technology strategy for end-to-end engineering solutions and providing feedback to the architecture teams</li> <li>Follows reference models, blueprints and playbooks to ensure the design is compliant</li> <li>Assists in translating business requirements into technical definitions, reference models, blueprints, and playbooks for deployment in compliance with architecture standards and policies</li> <li>Assists Technical Analysts by ensuring system design technology solutions comply with enterprise system design and engineering standards</li> <li>Develops software solutions to address manual and repeatable work or inefficient processes</li> <li>Supports an inclusive and healthy working environment</li> <li>To design global enterprise solutions that adhere to information security requirements while meeting business needs to establish secure network connectivity leveraging varying proxy, firewall and content inspection systems for malware prevention, data loss prevention, and forensic analysis</li> </ul> Required qualifications: <ul> <li>Mid to senior level expertise in one of the following (in order of desirability):<ul> <li>McAfee Web Gateway,</li> <li>Fortinet and Checkpoint Firewalls,</li> <li>TippingPoint IDS/IPS,</li> <li>FireEye (NX/VX/CM),</li> <li>F5 (SSLO, ASM, ATM),</li> <li>F5 LTM, GTM</li> </ul> </li> <li>Expertise with web proxies for advanced content filtering</li> <li>Expertise in malware prevention and data loss prevention systems, including Day Zero threat prevention</li> <li>MUST have extensive knowledge on fundamental networking concepts of DNS, DHCP, Firewalls. Load balancing, IPS, basic routing/switching; excellent understanding of TCP/IP and packet analysis</li> <li>Expertise in creating Application and network diagrams including all pertinent flows and decisions.</li> <li>Capability to summarize complex issues into executive summaries</li> <li>Basic understanding of Cryptography, SSL certificates, SSL decryption / offload methodologies, HSM/HSMaaS</li> </ul> Desired Qualifications: <ul> <li>Understanding of cloud encryption and tokenization (i.e., Salesforce topology and integration of Salesforce / Servicenow clouds with Cloud encryption gateway)</li> <li>Expertise in Virtualization, ESXi server management, vSphere, vCenter, vSAN, vMotion to transform hardware based infrastructure to virtual platforms</li> <li>Experience in automation scripts (such as Ansible, Terraform)</li> </ul> <ul> <li>Programming expertise; scripting/automation of various security products</li> <li>Understanding of Machine learning, data modeling and perform advanced analytics</li> <li>Expertise in Linux, Python, Apache, HTML + Bootstrap, and SQL.</li> <li>Leveraging APIs to enhance automation routines.</li> <li>5+ years of overall networking experience</li> <li>Familiarity with the following tools and/or platforms helpful:<ul> <li>Zscaler, Radware, FireEye, Websense, Scansafe, Ironport, , Damballa, Vontu, Skyhigh, Palantir, Cloudera platforms</li> <li>CipherCloud or similar cloud encryption technology</li> <li>SEIM tools such as Arcsight, Splunk</li> </ul> </li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Application Development</li> <li>Automation</li> <li>Production Support</li> <li>Risk Management</li> <li>Adaptability</li> <li>Architecture</li> <li>DevOps Practices</li> <li>Solution Delivery Process</li> <li>Solution Design</li> <li>Business Acumen</li> <li>Innovative Thinking</li> <li>Project Management</li> <li>Stakeholder Management</li> <li>Technical Strategy Development</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Proxy Engineer

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! LOB: Document Imaging Indexing Vault Operations (DIIVO) is a dynamic organization committed to delivering accurate and efficient document handling for internal and external customers. We specialize in situations that require a high attention to detail, management of risk, and adjustments for unique products. DIIVO practices process excellence in every facet of our operation and is committed to creating a work environment that drives positive employee engagement and growth. DIIVO is committed to continuous improvement of their processes and skill development for their employees. Job Description: This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems. Responsibilities: • Addresses issues in production proactively and handles complex client escalations • Prioritizes and organizes work to increase effectiveness, efficiency, and productivity • Monitors and reviews documentation requirements • Resolves peer or customer escalations and inquiries • Executes on policies and procedures in connection with firm policies and guidelines regarding document management Minimum Qualifications: •2 years in operations or production environment •Ability to bend and move about the production floor to push carts, move documents or boxes, and lift 25-50 pounds Desired Skills: •Experience with PDIM (Physical Document Inventory Management) application •Ability to leverage data and reporting to manage inventory and service level agreements Skills: • Policies, Procedures, and Guidelines Management • Business Operations Management • Adaptability • Attention to Detail • Customer and Client Focus • Issue Management • Collaboration • Organizational Effectiveness • Prioritization • Problem Solving Shift:1st shift (United States of America) Hours Per Week: 40

Production Specialist II

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor: Houston Galleria 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. Responsible Growth is how we run our company and how we deliver 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! 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 Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor- Consumer Investments-, Douglasville, GA Area

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 managing a team that may be composed of field-based Financial Solutions Advisors. Key responsibilities include driving local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational excellence at the market and financial center levels. Job expectations include working across the organization to develop business knowledge and cultivate one team partnership to collectively achieve results. Responsibilities: • Champions organizational vision and values executing consistently to drive business results • Manages the financial planning and asset-based relationship sales process • Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development • Manages sales using growth plans in Sales Force • Manages effective Financial Center Advisor recruiting strategies • Administers superior sales supervision and practices in the market 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. • Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement • Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions • Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues • Provides inspection, coaching and feedback to motivate, differentiate and improve performance • Actively manages expenses and budgets in alignment with objectives, making sound financial decisions • Assesses talent and builds bench strength for roles across the organization • Delivers results by effectively prioritizing, inspecting and appropriately delegating team work Skills: • Risk Management • Leadership Development • Coaching • Customer and Client Focus • Talent Development • Sales Performance Management • Business Operations Management • Customer Service Management • Decision Making • Executive Presence • Performance Management • Recruiting • Process Performance Management • Critical Thinking • Result Orientation Required Qualifications: <ul> <li>Has Series 7 and 66,or is able to obtain any/all required licenses within a specified period of time</li> <li>Has supervisory licenses of an 8 (or 9 and 10 combined) or possesses a Series 4, 24 and 53, or is able to obtain any/all required licenses within a specified period of time</li> <li>5+ years' of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team​</li> <li>Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships with key partners/clients across and outside of organizations</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Ability to learn and adapt to new information and technology platforms</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs as well as escalate as needed with sense of urgency</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>Can attract, recruit and retain an effective sales and operations team</li> <li>Efficiently manages your time and capacity</li> <li>Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment</li> <li>Can interpret performance results, find opportunities to drive success and hold others accountable to results</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> <li>Travel required: Will vary depending on geography</li> <li>Is proficient in computer skills and professional programs (example: Microsoft Office)</li> <li>Has the ability to pass compliance requirements</li> </ul> <ul> <li>Desired Qualifications:</li> <li>Prefer fully licensed candidates</li> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>Experience in mortgage, retail or hospitality</li> <li>Experience working in an environment with individual and team goals where goals were routinely met or exceeded</li> <li>Undergraduate college degree</li> <li>Prior management experience</li> <li>Bilingual skills​</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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