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Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. 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. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. We’ll help you <ul> <li> Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li> Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li> Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li> Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li> <li> Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li> <li> Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li> <li> Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li> </ul> As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to <ul> <li>Unlimited potential for financial growth.</li> <li>A strong referral base from across the business through our relationship with one in every two households.</li> <li>Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li> <li>Robust marketing support to reach wider audiences with greater appeal. </li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li> <li>Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li> </ul> We’re a culture that <ul> <li>Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li> <li>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li> <li>Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li> <li>Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li> </ul> Required Qualifications: <ul> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> 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. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Springfield, IL Merrill Office

<h1>Pharmacy Customer Service Associate</h1> Job ID 1622076BR <a href="https://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?PageType=JobDetails&amp;partnerid=26336&amp;siteid=5014&amp;jobid=1661914&amp;AL=1" target="_blank">Apply</a> <ul dir="ltr"> <li>Models and delivers a distinctive and delightful customer experience.</li> <li>Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.</li> <li>In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy. Responsible for using pharmacy systems to obtain patient and drug information and process prescriptions.</li> </ul> Customer Experience<ul dir="ltr"> <li>Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience.</li> <li>Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.).</li> </ul> Operations<ul dir="ltr"> <li>Provides customers with courteous, friendly, fast, and efficient service.</li> <li>Recommends items for sale to customer and recommends trade-up and/or companion items.</li> <li>Registers customer purchases on assigned cash register, collects cash and distributes change as requested; processes voids, returns, rain checks, refunds, and exchanges as needed. Takes customer to OTC aisle when possible to assist in locating products.</li> <li>Keeps counters and shelves clean and well merchandised, takes inventory, and maintains records. Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader.</li> <li>Performs duties as assigned by Pharmacy Manager, Staff Pharmacist and Store Manager including utilizing pharmacy systems to enter patient and drug information, ensuring information is entered correctly, filling prescriptions by retrieving, counting and pouring pharmaceutical drugs, verifying medicine is correct, and checking for possible interactions. Assists pharmacists in scheduling and maintaining work flow.</li> <li>Reports, immediately, prescription errors to pharmacist on duty and adheres to Company policies and procedures in relation to pharmacy errors and the Quality Improvement Program. Reviews and complies with the Walgreen Co. Pharmacy Code of Conduct.</li> <li>Strictly adheres to the Walgreen Co. policy regarding Good Faith Dispensing during all applicable prescription dispensing activities.</li> <li>Handles telephone calls that do not require personal attention of the pharmacist, including those to physicians.</li> <li>Processes (corrects and resubmits) manual claims for third party program prescription services in a timely and efficient manner, and performs other clerical duties, as assigned by the Pharmacy Manager.</li> <li>Assists and supports Pharmacy Department on inventory management activities, such as, ordering, unpacking, checking and storing shipment of pharmaceuticals. Maintains knowledge of Company asset protection techniques, and files claims for warehouse overages (merchandise received, but not billed), shortages (merchandise billed, but not received), order errors or damaged goods involving Rx drugs.</li> <li>Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products).</li> <li>Constructs and maintains displays, including promotional, seasonal, super structures, and sale merchandise. Completes resets and revisions as directed.</li> <li>Assists with separation of food items (e.g., raw foods from pre-cooked) and product placement as specified by policies/procedures (e.g., raw and frozen meats on bottom shelves). For consumable items, assists in stock rotation, using the first in, first out method and restock outs.</li> <li>Has working knowledge of store systems and store equipment.</li> <li>Provides customer service in the photo area, including digital passport photo service, poster print and creative machine, suggestive sell of promotional photo products.</li> <li>Assumes web pick-up responsibilities (monitors orders in Picture Care Plus, fills orders (pick items), delivers orders to customers as they arrive at store).</li> <li>Assists with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance.</li> <li>Complies with all company policies and procedures; maintains respectful relationships with coworkers.</li> <li>Completes special assignments and other tasks as assigned.</li> </ul> Training &amp; Personal Development<ul dir="ltr"> <li>Earns and maintains PTCB certification through the designated PTCB training program and/or state required certification/registration.</li> <li>Attends training and completes PPLs requested by Manager or assigned by corporate and acquires continuing education credits. Maintains knowledge and skill in healthcare and pharmacy, including latest news and developments.</li> </ul> Basic Qualifications <ul dir="ltr"> <li>Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico)</li> <li>Requires willingness to work flexible schedule, including evenings and weekend hours.</li> </ul> Preferred Qualifications <ul dir="ltr"> <li>Prefer six months of experience in a retail environment.</li> <li>Prefer to have prior work experience with Walgreens.</li> <li>Prefer good math skills so they can fill prescriptions accurately, including counting, measuring and weighing medications.</li> <li>Prefer good computer skills.</li> <li>Prefer the knowledge of store inventory control.</li> <li>Prefer PTCB certification.</li> </ul> We will consider employment of qualified applicants with arrest and conviction records. An Equal Opportunity Employer, including disability/veterans. The actual compensation that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here <a href="https://jobs.walgreens.com/benefits" target="_blank">jobs.walgreens.com/benefits</a>. If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits Salary Range $16 - $18 / Hourly Salary Range $16 - $18 / Hourly <a href="https://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?PageType=JobDetails&amp;partnerid=26336&amp;siteid=5014&amp;jobid=1661914&amp;AL=1" target="_blank">Apply</a> <a href="#">Back to nav</a>

Walgreens Boots Alliance

Pharmacy Customer Service Associate

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview You may be eligible for a sign-on bonus of up to $11,000. You may also be eligible for relocation assistance. Join our team as a day shift, full-time, Intensive Care Unit (ICU) Registered Nurse (RN) in Tulsa, OK. Why Join US? <ul> <li> Thrive: We empower our team with career growth opportunities, tuition assistance, and resources that support your wellness, education, and financial well-being. </li> <li> People-First: We prioritize your well-being with paid time off, comprehensive health benefits, and a supportive, inclusive culture where you are valued and cared for. </li> <li>Make Healthcare Better: We use advanced technology to support our team and enhance patient care.</li> </ul> Get to Know Your Team: <ul><li>Hillcrest Medical Center is a 656-bed hospital that includes The Alexander Burn Center, The Peggy V. Helmerich Women’s Health Center, Kaiser Rehabilitation Center, the latest technology for the treatment of cancer, and the Oklahoma Heart Institute.</li></ul> Responsibilities <ul> <li>Accountable for assessing, planning, implementing, evaluating and documenting care activities in accordance with HHS standards in order to deliver efficient, effective and quality patient care.</li> <li>Must be able to demonstrate the knowledge and skills necessary to provide care appropriate to the age of the patients served on the assigned unit.</li> <li>Must demonstrate knowledge of the principles of growth and development over the life span, possess the ability to assess data reflective of the patient’s status, interpret the appropriate information needed to identify each patient's requirements relative to his/her age-specific needs.</li> <li>Plan for the provision of patient care including the development, modification and implementation of the plan of care in accordance with HHS standards in order to deliver efficient, effective and quality patient care as described in the Patient Care policies and procedures.</li> <li>Expected to adhere to and abide by the rules and regulations set forth by the Oklahoma Nursing Practice Act.</li> </ul> Qualifications Job Requirements: <ul> <li>2 year Associate Degree, ADN</li> <li>RN License for OK</li> <li>Current BLS certification</li> </ul>

Hillcrest Medical Center

Registered Nurse / RN ICU

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview Join our team as a PRN, Security Officer in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul><li> Thrive: We empower our team with career growth opportunities and resources that support your wellness, education, and financial well-being. </li></ul> <ul><li> People-First: We prioritize your well-being with a supportive, inclusive culture where you are valued and cared for. </li></ul> <ul><li> Make Healthcare Better: We use advanced technology to support our team and enhance patient care. </li></ul> Get to Know Your Team: <ul><li>Hillcrest Medical Center is a 656-bed hospital that includes The Alexander Burn Center, The Peggy V. Helmerich Women’s Health Center, Kaiser Rehabilitation Center, the latest technology for the treatment of cancer, and the Oklahoma Heart Institute.</li></ul> Responsibilities <ul> <li>The Security Officer plays a critical role in protecting life and property of all persons on Hillcrest Medical Center premises and patrols hospital buildings and ground to prevent fire, theft, and vandalism. </li> <li>Secures, unlocks, and protects hospital buildings. </li> <li>Responds to security needs of hospital personnel, patients, and visitors. </li> <li>This position is safety sensitive.</li> </ul> Qualifications Job Requirements: <ul> <li>High school diploma or equivalent </li> <li>Armed Security Officer; Valid Driver’s license</li> </ul> Preferred Job Requirements: <ul><li>One year of general security experience</li></ul>

Security Officer

<h2> Electrical Engineer </h2> <a href="#"> apply now </a> <a href="#"> Back To Search Results </a> LOCATION: Oklahoma City, Oklahoma FLEXIBILITY: Hybrid/Onsite SALARY: $100,000 - $125,000 SALARY: $100,000 - $125,000 POSTED: June 3, 2025 JOB TYPE: Direct Hire JOB ID: 31234 <h4>I want more jobs Like this in My inbox.</h4> <a href="#"> Job alerts </a> <h4> Job details </h4> <h4><a href="https://jobs.inceed.com/job/31234" target="_blank">To Apply for this Job Click Here</a></h4> Position: Electrical Engineer Compensation: $100,000 – $125,000 annually, depending on experience Location: Oklahoma City, Oklahoma Inceed has partnered with a great company to help find a skilled Electrical Engineer to join their team! Join a pioneering company in the commercial solar power industry, making waves in the Midwest. This is an exciting opportunity to be at the forefront of renewable energy, working on cutting-edge solar technology. With a focus on building an engineering firm within the company, you’ll have the chance to establish new processes and grow with a dynamic team. The role is open due to expansion, and the company values an enjoyable work environment where team fit is a priority. Key Responsibilities &amp; Duties: <ul> <li>Design and develop solar panel systems and components</li> <li>Collaborate with permitting agencies and power companies</li> <li>Seal solar designs with a PE license in Oklahoma</li> <li>Work closely with a build crew on installations</li> <li>Become knowledgeable about solar batteries and EV chargers</li> <li>Contribute to building an engineering firm within the company</li> <li>Establish and improve engineering processes</li> <li>Engage in the day-to-day operations of solar technology design</li> </ul> Required Qualifications &amp; Experience: <ul> <li>Professional Engineer (PE) license or capability to obtain in Oklahoma</li> <li>Experience as an Electrical Engineer</li> <li>Strong understanding of solar technology and components</li> <li>Ability to work collaboratively with cross-functional teams</li> </ul> Nice to Have Skills &amp; Experience: <ul> <li>Mechanical engineering degree with 5+ years in electrical work</li> <li>Experience in renewable energy projects</li> <li>Entrepreneurial mindset and team-building skills</li> </ul> Perks &amp; Benefits: <ul> <li>Health, dental, and vision insurance</li> <li>401k matching 4%</li> <li>Lunch provided on Monday, Wednesday, and Friday</li> <li>Employee-focused, generous company culture</li> </ul> Other Information: <ul> <li>Onsite interview immediately with key team members</li> <li>Company values respect, quality, and focus</li> <li>Hybrid/Onsite work preference, remote considered</li> </ul> If you are interested in learning more about the Electrical Engineer opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time. We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them. Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. #LI-Onsite #MON #LI-ZT1 <h4><a href="https://jobs.inceed.com/job/31234" target="_blank">To Apply for this Job Click Here</a></h4> <h4>I want more jobs Like this in My inbox.</h4> <a href="#"> Job alerts </a> <h5> Share This Job </h5> <a href="https://www.facebook.com/sharer.php?u=https://jobs.inceed.com/job/31234-electrical-engineer-oklahoma-city-oklahoma/" target="_blank"> </a> <a href="https://twitter.com/intent/tweet?url=https://jobs.inceed.com/job/31234-electrical-engineer-oklahoma-city-oklahoma/" target="_blank"> </a> <a href="https://www.linkedin.com/shareArticle?mini=true&amp;url=https://jobs.inceed.com/job/31234-electrical-engineer-oklahoma-city-oklahoma/" target="_blank"> </a> Copied <a href="#"> </a> <h5> Share This Job </h5> <a href="https://www.facebook.com/sharer.php?u=https://jobs.inceed.com/job/31234-electrical-engineer-oklahoma-city-oklahoma/" target="_blank"> </a> <a href="https://twitter.com/intent/tweet?url=https://jobs.inceed.com/job/31234-electrical-engineer-oklahoma-city-oklahoma/" target="_blank"> </a> <a href="https://www.linkedin.com/shareArticle?mini=true&amp;url=https://jobs.inceed.com/job/31234-electrical-engineer-oklahoma-city-oklahoma/" target="_blank"> </a> Copied <a href="#"> </a> <h4> Apply Now </h4> "*" indicates required fields <h2> About Us </h2> Inceed is a staffing and recruiting team full of people-loving people. Specializing in the IT and Finance &amp; Accounting fields, we thrill at the opportunity to help you discover the next step in your career or, as we call it, your “something better”. And with the broad reach of our multiple branches, we’re able to do so nationwide. It feels weird tooting our own horn, but we are super proud to be: (same list awards and recognitions) Once we synch up with you to discuss a job posting, we value connection above all else. After all, how can we know if it’s a culture fit, a lifestyle fit, a passion fit, if we don’t truly know the person behind the resume?

Inceed

Electrical 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. 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 providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: <ul> <li>Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk</li> <li>Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews</li> <li>Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time</li> <li>Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities</li> <li>Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals</li> <li>Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment</li> <li>Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture</li> </ul> Required Qualifications: <ul> <li>The Business Banking Relationship Manager is an outside sales role and will require the incumbent to be in the field at least 80% of the time</li> <li>Has proven success in consultative sales in financial services or in business-to-business sales</li> <li>Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers</li> <li>Is passionate about outside sales and enjoys spending time prospecting</li> <li>Wants to enhance existing relationships and exceed sales goals</li> <li>Can analyze financial conditions of clients and industry trends</li> <li>Can understand and interpret financial statements and cash flow analysis</li> <li>Has excellent communication skills and demonstrated leadership ability</li> <li>Enjoys partnering and negotiating with a team of bank employees to solve client issues</li> <li>Demonstrated management of a client portfolio with focus on relationship development and deepening</li> <li>Thorough knowledge of small business financial products and services</li> <li>Familiarity with CRM platforms and other banking systems</li> </ul> Desired Qualifications: <ul> <li>Community leadership</li> <li>Strong computer skills with an ability to multitask in a demanding environment</li> <li>Bachelor’s degree desired but not required</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Credit Documentation Requirements</li> <li>Financial Analysis</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Written Communications</li> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Prospecting</li> <li>Risk Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Banking Relationship Manager - Miami, FL

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

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Responsible for the origination and subsequent delivery of integrated treasury solutions to clients and prospects through own origination or in collaboration with Corporate Banking or Regional/Global GPS teammates to deliver truly global solutions for clients. Reporting to the Regional Head of FIG GPS, as well as the local and global management teams, the successful candidate will cover a sophisticated and strategically important portfolio of clients across FI, non-bank FI and government sectors in local, regional, and global markets. These clients are innovative, moving quickly in adopting new products, acclimating to extensive technology trends, and our team needs to provide thought leadership and advice to clients on tailored solutions in this changing landscape. Key responsibilities include actively managing and pursuing treasury revenue streams and increasing product penetration across an assigned portfolio; collaborating with client-facing teammates to consult on sales opportunities. Responsibilities: <ul> <li>Drive responsible revenue and balance sheet growth, profitability improvement, client engagement and planning, portfolio development, pricing strategy, proposal responses, and lead client facing treasury presentations.</li> <li>Partner with Corporate Bankers, Product Specialists and Operational teams across the enterprise to develop customized treasury solutions and deliver strategically aligned outcomes for the client and the bank.</li> <li>Lead pricing and negotiation discussions with clients for treasury management products to optimize relationship profitability while balancing near term and strategic goals, ensuring delivery of integrated treasury solutions to Global Corporate Banking and GPS Managed clients.</li> <li>Foster a digital agenda by driving mobile, digital, and real time payments adoption and manage strategic dialogue around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.</li> <li>Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables.</li> </ul> Required Skills / Personal Attributes: <ul> <li>10+ years of experience in designing and selling sophisticated treasury and payment solutions to FIs, Insurers, Asset Managers and other NBFI clients, with a proven track record in developing and maintaining collaborative working relationships.</li> <li>Proven industry expertise across the FI sector and underlying industries. Specific expertise should include a thorough understanding of product requirements, opportunities, and challenges to these segments.</li> <li>A well-developed existing network within the FI / NBFI market to assist with role success.</li> <li>Excellent business, commercial and origination skills with a strategic mindset to create and advance global treasury solutions with clients.</li> <li>Ability to navigate a rapidly changing competitive and technological landscape with an in-depth knowledge of the evolving landscape of global payments.</li> <li>Excellent communication and writing skills. </li> </ul>

Director, Treasury Sales, Financial Institutions Group, Global Payment Solutions, Australia

The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a variety of funding sources, which may include a bank account, a PayPal or Venmo account balance, PayPal and Venmo branded credit products, a credit card, a debit card, certain cryptocurrencies, or other stored value products such as gift cards, and eligible credit card rewards. Our PayPal, Venmo, and Xoom products also make it safer and simpler for friends and family to transfer funds to each other. We offer merchants an end-to-end payments solution that provides authorization and settlement capabilities, as well as instant access to funds and payouts. We also help merchants connect with their customers, process exchanges and returns, and manage risk. We enable consumers to engage in cross-border shopping and merchants to extend their global reach while reducing the complexity and friction involved in enabling cross-border trade. Our beliefs are the foundation for how we conduct business every day. We live each day guided by our core values of Inclusion, Innovation, Collaboration, and Wellness. Together, our values ensure that we work together as one global team with our customers at the center of everything we do – and they push us to ensure we take care of ourselves, each other, and our communities. Job Description Summary: As the Sr. Director of Executive Talent and Learning, you will report directly to the VP of Talent and Belonging and play a critical role on the Talent + Belonging Leadership Team. The Head of Executive Talent and Learning is responsible for leading and managing the organization’s strategies related to executive onboarding, development, selection, and succession planning. This role aims to cultivate a high-performing executive team and ensure a robust pipeline of leadership talent that aligns with the organization's strategic goals. The ideal candidate will possess a deep understanding of executive talent management and a commitment to fostering a culture of continuous learning and leadership excellence. Job Description: Responsibilities: <ul> <li>Executive Onboarding:</li> <ul> <li>Design and implement a comprehensive onboarding program tailored specifically for new executives, ensuring they are integrated smoothly into the organization and its culture.</li> <li>Collaborate with key stakeholders to provide new executives with the resources, introductions, and information they need to succeed in their roles.</li> <li>Continuously assess and enhance onboarding processes based on feedback and best practices. </li> </ul> <li>Executive Development:</li> <ul> <li>Develop and oversee leadership development programs aimed at enhancing the capabilities and effectiveness of the executive team.</li> <li>Identify specific development needs for executives and create personalized growth plans that include coaching, mentoring, and training opportunities.</li> <li>Foster a culture of continuous learning by promoting participation in industry conferences, workshops, and networking events. </li> </ul> <li>Executive Selection:</li> <ul> <li>Partner with the executive recruitment team collaborating with senior leadership and external partners to identify and attract top executive talent.</li> <li>Develop and implement selection criteria and assessment tools that align with the organization’s strategic objectives and culture.</li> <li>Ensure a fair, equitable, and transparent selection process that emphasizes diversity and inclusion. </li> </ul> <li>Succession Planning:</li> <ul> <li>Establish and manage a robust succession planning framework for key executive roles across the organization.</li> <li>Identify and assess high-potential leaders within the organization, creating tailored development plans to prepare them for future leadership opportunities.</li> <li>Regularly review and update succession plans in collaboration with senior leadership to ensure readiness for future leadership transitions. </li> </ul> <li>Stakeholder Engagement:</li> <ul> <li>Collaborate with the executive team and board of directors to align talent and learning strategies with business objectives.</li> <li>Serve as a trusted advisor on executive talent management, providing insights and recommendations to senior leadership. </li> </ul> <li>Data Analysis and Reporting:</li> <ul> <li>Utilize data and analytics to assess the effectiveness of executive talent and learning initiatives, making data-driven recommendations for improvement.</li> <li>Provide regular reports to senior leadership on key metrics related to executive onboarding, development, selection, and succession. </li> </ul> <li>Diversity, Equity, and Inclusion:</li> <ul> <li>Advocate for diversity and inclusion in all executive talent management processes, ensuring equitable access to opportunities for underrepresented groups.</li> <li>Promote initiatives that support a diverse leadership pipeline and foster an inclusive organizational culture. </li> </ul> </ul> About You: <ul> <li>You are a strategic and data-driven leader with a passion for executive talent management. You excel at building high-performing teams and achieving measurable outcomes. </li> <li>Skilled at driving business outcomes through targeted learning interventions; comfortable influencing leaders on the appropriate use of learning to drive business outcomes. </li> </ul> Qualifications: <ul> <li>10+ years of applicable experience in executive talent management, leadership development, or organizational development, with at least 5 years in a leadership role.</li> <li>Proven track record in designing and implementing successful executive onboarding and development programs.</li> <li>Strong understanding of executive selection and assessment methodologies, as well as succession planning best practices.</li> <li>Excellent communication, interpersonal, and influencing skills, with the ability to engage and collaborate with senior leaders.</li> <li>Strong analytical skills and the ability to leverage data to drive decisions and improve talent strategies.</li> <li>A commitment to fostering a culture of diversity, equity, and inclusion within leadership ranks.</li> <li>Exceptional team management and coaching abilities. </li> <li>Ability to work regularly on-site at a PayPal office. </li> </ul>PayPal is committed to fair and equitable compensation practices. Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a>. The U.S. national annual pay range for this role is PayPal is committed to fair and equitable compensation practices. Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a>. The U.S. national annual pay range for this role is $143400 to $285450 For the majority of employees, PayPal's balanced hybrid work model offers 3 days in the office for effective in-person collaboration and 2 days at your choice of either the PayPal office or your home workspace, ensuring that you equally have the benefits and conveniences of both locations. Our Benefits: At PayPal, we’re committed to building an equitable and inclusive global economy. And we can’t do this without our most important asset—you. That’s why we offer benefits to help you thrive in every stage of life. We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you. We have great benefits including a flexible work environment, employee shares options, health and life insurance and more. To learn more about our benefits please visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a> Who We Are: To learn more about our culture and community visit <a href="https://about.pypl.com/who-we-are/default.aspx" target="_blank">https://about.pypl.com/who-we-are/default.aspx</a> Commitment to Diversity and Inclusion PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at <a href="mailto:paypalglobaltalentacquisition@paypal.com" target="_blank">paypalglobaltalentacquisition@paypal.com</a>. Belonging at PayPal: Our employees are central to advancing our mission, and we strive to create an environment where everyone can do their best work with a sense of purpose and belonging. Belonging at PayPal means creating a workplace with a sense of acceptance and security where all employees feel included and valued. We are proud to have a diverse workforce reflective of the merchants, consumers, and communities that we serve, and we continue to take tangible actions to cultivate inclusivity and belonging at PayPal. Any general requests for consideration of your skills, please Join our Talent Community. We know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates. Please don’t hesitate to apply. Notice to Applicants and Employees who reside within New York city. Click <a href="https://careers.pypl.com/Contact-Us/default.aspx" target="_blank">https://careers.pypl.com/Contact-Us/default.aspx</a> to view the notice. REQ ID R0122155

PayPal

Senior Director, Exec Talent & Learning

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

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