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Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. An L3 Analyst specializing in Regulatory Complaints will play a pivotal role in resolving escalated customer issues from multiple regulators Globally, supporting legal and regulatory processes, and driving improvements across customer experience workflows. Their expertise will help bridge the gap between operational teams and the legal framework, ensuring compliance and outstanding customer support. What you’ll be doing (ie. job duties): <ul> <li>Swiftly gather, analyze, and document customer issues and resolutions with efficiency and precision</li> <li>Lead comprehensive investigations for regulatory complaints, consumer arbitrations and litigation cases, collaborating closely with internal legal and compliance teams</li> <li>Resolve advanced escalations independently by leveraging available tools and resources</li> <li>Address persistent customer issues by enhancing CX processes and ensuring compliance with legal standards</li> <li>Assist the legal team in researching complex customer-related issues and analyzing evidence to support cases</li> <li>Maintain and manage organized documentation for legal and regulatory purposes, demonstrating expert-level data handling skills</li> <li>Use data to uncover trends, compile visual reports, and provide actionable insights on complaints and customer demographics</li> <li>Provide feedback to internal teams to drive policy changes and workflow improvements based on investigative findings</li> <li>Perform advanced data querying and analysis to ensure data accuracy and support decision-making processes</li> <li>Effectively communicate and build relationships with stakeholders at all organizational levels and external audiences</li> <li>Represent the organization in small claims court, providing witness testimony and declarations based on investigative data</li> <li>Adapt to a fast-paced, ever-evolving work environment, showing flexibility and a commitment to continuous learning</li> <li>Actively contribute to team projects, process improvement initiatives, and operational changes to improve overall team performance</li> </ul> What we look for in you (ie. job requirements): <ul> <li>A passion for our mission and a drive to deliver seamless support experiences globally.</li> <li>Experience in complaints management, compliance, regulatory, legal, or fraud/disputes resolution.</li> <li>Familiarity with various support channels, including voice, email, and chat.</li> <li>Strong investigative mindset, able to trace problems to their root causes and dive into complex or unusual issues.</li> <li>Exceptional adaptability in meeting the demands of a high-growth, fast-paced organization.</li> <li>Outstanding communication skills, capable of presenting information effectively across multiple departments and stakeholders.</li> <li>Proven ability to perform under pressure, managing tight timelines and juggling multiple priorities.</li> <li>Meticulous attention to detail, with excellent proofreading and accuracy.</li> <li>Proficiency in reading, writing, and speaking English.</li> </ul> Nice to haves: <ul> <li>Experience in project management, analytics, or vendor management</li> <li>Advanced degree in business, finance, or CX</li> <li>Proficiency in tools such as Google Apps, JIRA, and Salesforce Service Cloud</li> <li>Experience collaborating with external outsourcing partners</li> </ul> Position ID: G2620 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $41.27—$48.56 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Senior Complaints Analyst III

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 administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a trust product expert, helping to identify opportunities for expanded product penetration in existing books of business, and supporting administrative client account/relationship servicing. Job expectations include acting as an additional point of contact to clients and supporting other service associates as needed. Responsibilities: • Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients, while applying knowledge of trust products to support the execution of client transactions • Serves as an additional point of contact to clients and/or as backup for the Trust Officers, servicing account questions and resolving service issues including investment management and trust accounts, money movement, discretionary actions, resolving compliance metrics exceptions, Client Maintenance Tool updates • Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client's current book of business, while assisting other service associates as needed • Coordinates the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups • Partners with the Trust office on general day-to-day administration functions for maintaining investment management and trust accounts Qualifications: <ul> <li>Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales</li> <li>Trust administration experience desired</li> <li>BS/BA degree in Business, Finance, Economics or Law desired</li> </ul> Skills: • Active Listening • Adaptability • Attention to Detail • Emotional Intelligence • Prioritization • Collaboration • Critical Thinking • Decision Making • Oral Communications • Written Communications • Drives Engagement • Innovative Thinking • Mentoring • Networking • Problem Solving Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Trust Senior Associate - Private Bank

Job TitleAdministrative Assistant, Administrative Center of Excellence Team Valuation &amp; AdvisoryJob Description SummaryCushman &amp; Wakefield is seeking a highly organized and proactive Administrative Assistant to join our Administrative Center of Excellence (Admin COE) Team within the Valuation &amp; Advisory service line. This role provides dedicated support to Market Leads and is instrumental in ensuring smooth operations, efficient workflows, and effective communication. The ideal candidate thrives in a fast-paced environment, excels in multitasking, and has exceptional attention to detail.Job DescriptionKey Responsibilities:Administrative Support:<ul> <li>Manage and prioritize Market Leads’ calendars, appointments, and correspondence.</li> <li>Prepare and edit reports (to include redactions), presentations, and other documents as needed.</li> </ul>Expense and Time Management:<ul> <li>Submit, manage, and approve expenses and timesheets on behalf of Market Leads.</li> <li>Ensure timely and accurate processing of expense reports in compliance with company policies.</li> </ul>Travel Coordination:<ul> <li>Arrange and manage travel itineraries, accommodations, and transportation for Market Leads.</li> <li>Anticipate and resolve any travel-related issues promptly.</li> </ul>Event Planning and Coordination:<ul> <li>Plan and coordinate internal team events such as happy hours and team get-togethers.</li> <li>Assist with the planning and execution of external client events.</li> <li>Managing RSVP headcount, company collateral and on-the-ground coordination with key stakeholders for events.</li> </ul>SharePoint Site Management:<ul> <li>Create, maintain, and update SharePoint sites for the markets supported.</li> <li>Ensure accurate and accessible documentation and resources.</li> </ul>Presentation, Newsletters and Communication:<ul> <li>Design and modify PowerPoint presentations to support internal and external meetings.</li> <li>Draft and distribute professional communications on behalf of Market Leads, including monthly newsletters and region-wide notices.</li> </ul>Onboarding and Offboarding Support:<ul> <li>Assist in onboarding new hires, including coordinating access, tools, and resources. Assist with pre-onboarding tasks to include new employee reach-out for headshots and “Get to Know You” information and announcement deliverables (graphic and newsletter).</li> <li>Assist Market Leads and Operations Team with offboarding processes for exiting employees to ensure compliance and equipment return deadlines are met and accounted for.</li> </ul>Employee Recognition:<ul><li>Track, maintain and complete tasks associated with employee-related “Moments that Matter” including celebration of service date anniversaries, designation awards, significant life events and career milestones of our employees.</li></ul>License Renewal Management:<ul> <li>Track and maintain license renewals for key stakeholders with appraisal licenses.</li> <li>Ensure timely reminders and assist with renewal submissions as necessary.</li> </ul>Other Duties as Assigned:<ul> <li>Collaborate with the Admin COE Team to implement best practices and improve operational efficiency.</li> <li>Support additional projects and initiatives as needed</li> </ul>Qualifications:<ul> <li> Education: Bachelor’s degree preferred; high school diploma or equivalent required.</li> <li> Experience: Minimum of 5 years of administrative experience.</li> <li> Technical Skills:<ul> <li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and SharePoint).</li> <li>Experience utilizing Adobe products (Adobe Acrobat Professional and Adobe Photoshop)</li> <li>Familiarity with expense management tools and systems.</li> <li>Experience with onboarding/offboarding processes and tracking systems is a plus.</li> </ul> </li> <li> Soft Skills:<ul> <li>Strong organizational and time-management skills.</li> <li>Excellent written and verbal communication abilities.</li> <li>High level of discretion and professionalism in handling sensitive information.</li> <li>Ability to work independently and collaboratively within a team environment.</li> </ul> </li> </ul>#Remote #RemoteLI 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: $22.47 - $26.44Cushman &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

Administrative Assistant, Administrative Center of Excellence Team Valuation & Advisory

Hero Practice Services

RCM Specialist Cash Posting

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

Financial Solutions Advisor - Consumer Investments - Northeast Houston 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! Key Responsibilities: Cash Operations <ul> <li>Manage and control daily operations and administration of the cash operations unit covering cash counter, check clearing, time deposit, audit confirmation and related regulatory reporting</li> <li>Manage, coach performance of employees, vendor staff and unionized staff to achieve excellent results, including ensuring strong awareness of the Bank’s operation risk management procedures</li> <li>Ensure timely adherence to SLA, regulations and internal procedures and policies, including timely and effective escalation</li> <li>Ensure standardization of processes to achieve efficiency and customer delight. Review and document non-standard processes in accordance with the Bank’s procedures and policies. Escalate/Risk accept where required</li> <li>Implement strong internal control systems and monitor their effectiveness, not limited to review of daily control checklist/health indicators, update desk top procedures, share knowledge and adopt best practices, manage remediation of audit/self-identified findings</li> <li>Ensure effective business continuity plan is in place</li> <li>Represent the Bank in Markets/Regulators engagement. Lead, direct, monitor the delivery and implementation of regulatory/markets initiatives on payment systems. Co-ordinate with Product, Technology and all Key Stakeholders to ensure successful implementation</li> <li>Support the Bank’s digital/transformation strategy</li> </ul> Key Requirements: <ul> <li>Minimum 5 years of direct working experience in leading cash operations function</li> <li>Strong people manager</li> <li>Knowledge on local and cross border payments e.g SWIFT, payment channels</li> <li>Knowledge of all applicable regulatory reporting requirement and guidelines</li> <li>Hands-on in key regulatory reporting e.g AML CTR, ITRS, etc. reporting is an added advantage</li> <li>Project management and change management skills</li> <li>Sound knowledge of procedures and risk management/effective Quality Assurance</li> <li>Ability to work with a sense of urgency to meet internal and regulatory deadlines and address competing priorities.</li> <li>Ability to manage alliances, relationship with regulator(s), internal/external stakeholders, cross functional initiatives and process integration</li> <li>Solid knowledge on problem analysis and problem-solving</li> <li>Effective written, listening and verbal communication skills</li> <li>Self-motivated, diligent and meticulous</li> </ul>

Vice President, Head of Cash Operation, Global Treasury and Merchant Operations

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>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>Undergraduate degree in business, finance or economics preferred or seven years relevant work experience</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 (Small Business) - Greater Dallas

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 the delivery of integrated treasury solutions to clients and prospects by leading other LOBs and TSO in other countries that may be in Japan or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs. Responsibilities: <ul> <li>Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations</li> <li>Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis</li> <li>Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth</li> <li>Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs</li> <li>Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning</li> <li>Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables</li> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure</li> </ul> Skills: <ul> <li>Account Management</li> <li>Business Development</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Portfolio Analysis</li> <li>Relationship Building</li> <li>Sales Strategy</li> <li>Critical Thinking</li> <li>Presentation Skills</li> <li>Prospecting</li> <li>Coaching</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Team building and management</li> </ul> Minimum Education Requirement: Bachelor degree Language skill: <ul> <li>Japanese native</li> <li>English business level</li> </ul>

Director, Treasury Sales Officer (FI Sales), Global Payments Solution, Japan

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: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time 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. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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> <li>Bilingual Spanish </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 your position requires SAFE Act registration, you will be 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 your immediate termination. Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee: New Brunswick-Livingston Financial Center - Bilingual Spanish

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: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ 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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