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Job Description: We are seeking a highly skilled Customer Service Representative with experience in financial services, insurance, banking, or investments. This role involves providing exceptional customer support, processing account updates, handling inquiries, and ensuring compliance with FINRA regulations. Key Responsibilities <ul> <li>Provide inbound customer service support, addressing complex inquiries and escalating cases as needed.</li> <li>Research and resolve customer inquiries in a timely and professional manner.</li> <li>Perform account updates, maintenance, and documentation to ensure accurate records.</li> <li>Process and distribute incoming and outgoing mail for multiple clients per service level agreements.</li> <li>Perform data entry and reconcile documents to maintain up-to-date information.</li> <li>Collaborate with team members, management, and customers to resolve service-related issues.</li> <li>Support escalation processes, service recovery efforts, and customer feedback remediation.</li> <li>Review and recommend improvements to procedures and workflows to enhance efficiency.</li> <li>Assist with training and mentoring less experienced staff.</li> <li>Provide Quality Assurance (QA) support, including enhanced QA reviews for FINRA-registered associates handling variable investment transactions.</li> </ul> Qualifications Required: <ul> <li>Bachelor’s degree in a related field (preferred).</li> <li>Customer service experience in financial services, insurance, investments, or banking.</li> <li> Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing).</li> <li>Experience working with organizational functions, personnel, and customer support tools.</li> <li>Proficiency in using help desk software, fax machines, and telephone systems.</li> </ul> Preferred: <ul> <li>Strong analytical and problem-solving skills.</li> <li>Excellent communication and interpersonal skills.</li> <li>Ability to work independently and follow written/oral instructions.</li> <li>Experience with Lean/Six Sigma methodologies (certification preferred).</li> </ul> Work Environment <ul> <li>Remote (USA)</li> <li>Standard working hours: Monday to Friday, 8:00 a.m. – 8:00 p.m. CST (8-hour shifts).</li> </ul> If you are an applicant from the United States, Guam, or Puerto Rico DXC Technology Company (DXC) is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below . We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters. To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below. <a href="https://mandatoryview.com/?LicenceId=c38a7700-5aa2-48a3-b95a-22e6e1fb0721&amp;ProductType=OnlineApplicant&amp;SubType=PG" target="_blank">Postings link</a> Disability Accommodations If you are an individual with a disability, a disabled veteran, or a wounded warrior and you are unable or limited in your ability to access or use this site as a result of your disability, you may request a reasonable accommodation by contacting us via <a href="#">email</a>. Please note: DXC will respond only to requests for accommodations due to a disability. Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to make payments as part of their illegitimate recruiting process. DXC does not make offers of employment via social media networks and DXC never asks for any money or payments from applicants at any point in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available <a href="https://nam12.safelinks.protection.outlook.com/?url=https://careers.dxc.com/global/en%23fraud_warning&amp;data=05%7c01%7cjhanda%40dxc.com%7cdfc9200ee54a4a2cbd1e08dbecc892f9%7c93f33571550f43cfb09fcd331338d086%7c0%7c0%7c638364118427715875%7cUnknown%7cTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7c3000%7c%7c%7c&amp;sdata=s0zVysf9f4QibEs/xNc7yE0vzT4Ae61CRppkSzWUOGw%3D&amp;reserved=0" target="_blank">here</a>.

DXC Technology

Sr Analyst III Business Transactions Customer Services FINRA Certified

Number of Openings 1 About the Organization Green Country Habitat for Humanity's Mission Statement: Seeking to put God's love into action, Green Country Habitat for Humanity brings people together to build homes, communities and hope. Description Summary/Objective The Facilities Maintenance Technician will perform tasks in relation to facility, fleet, and homeowner property maintenance. This position also ensures that the Green Country Habitat for Humanity physical business environment and homeowner properties are safe and secure from operational risk. This is a Safety Sensative position. Benefits <ul> <li>Pay $17-20 an hour</li> <li>Workday M-F 8-5</li> <li>Company paid Medical, Dental, Vision and Life Insurance</li> <li>401K with 6% company match, vested immediately</li> <li>Paid Time Off, 3 weeks first year</li> </ul> Essential Functions <ul> <li>Maintain a safe working environment by cleaning and disposing of old materials.</li> <li>Adheres to OSHA guidelines and safety requirements.</li> <li>Ensure the safety of the building and work with the Safety Committee to update any infractions.</li> <li>Monitor and perform repair orders and complete requested repairs at all facilities.</li> <li>Perform required preventative maintenance and routine equipment inspections.</li> <li>Perform regular maintenance on buildings, equipment, HVAC systems and general building maintenance.</li> <li>Perform ground maintenance duties as needed at all facilities and homeowner property.</li> <li>Perform outdoor seasonal maintenance activities including snow removal from walkways, roofs and/or parking lots, and lawn, tree, shrub and flower bed maintenance at all facilities and homeowner properties.</li> <li>Maintain fleet vehicles by ensuring the proper scheduling of truck maintenance and repairs; along with compliance of all GCHFH programs, including preventative maintenance and inspection of vehicles, non-scheduled maintenance and troubleshooting, repair, rebuild and overhaul of vehicles.</li> <li>Perform minor electrical and plumbing maintenance to include, but not limited to replacement or repair of fixtures using appropriate hand, power, and specialty tools.</li> <li>Work with employees and volunteers to ensure that equipment and facilities are being maintained and used safely and appropriately.</li> </ul> Additional Responsibilities <ul> <li>Drives a van or box truck and pulls trailers.</li> <li>Loads items at the work site in a safe and courteous fashion.</li> <li>Assists in unloading truck following dock guidelines.</li> <li>Operates powerlift equipment and various power tools.</li> </ul> Position Requirements Skills / Abilities <ul> <li>Ability to handle multiple tasks in a deadline orientated environment.</li> <li>Basic understanding of electrical, plumbing, carpentry, and grounds keeping.</li> <li>Ability to use common hand and electrical tools, and an eagerness to learn new skills.</li> <li>Ability to read and check blueprints, repair manuals, or parts catalogs as necessary.</li> <li>Thorough working knowledge of facility equipment units, their usage, and safety procedures.</li> <li>Understanding of necessary mathematics.</li> <li>Knowledge of simple home improvement materials.</li> </ul> Experience / Education <ul> <li>High School or GED equivalent.</li> <li>Experience with precision measuring instruments or electronic testing devices.</li> <li>Forklift and heavy equipment experience.</li> </ul> Additional Requirements <ul> <li>Must possess valid Driver’s License with safe driving record.</li> <li>Ability to work a flexible work schedule including Saturday and Sunday required</li> </ul> Full-Time/Part-Time Full-Time Compensation EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. Tags

Green County Habitat for Humanity

Facilities Maintenance Technician

Your Job John Zink Hamworthy Combustion is looking for a Test Technician to join the team in Tulsa, Oklahoma. In this role, you will be responsible for testing and evaluating combustion equipment, including process burners, thermal oxidizers, and flares. This position involves working closely with Process and R&amp;D engineers, conducting inspections, performing facility maintenance, and troubleshooting. The successful candidate will have a strong work ethic, thrive outdoors in all elements, and possess mechanical and/or electrical aptitude. We are recognized for our safety, environmental excellence, innovation, and customer service. This is a great opportunity for an individual to be part of an operations team and gain experience with a well-established and growing facility. Shift:Monday - Thursday (6:30am - 5:00pm) Our Team <a href="#">John Zink continues to grow their Tulsa facility into a world class operation. We are recognized for safety, environmental excellence, innovation, and customer service. This is a great opportunity for an individual to be part of an operative team and gain experience with a well-established and growing manufacturing facility and test center. The ideal candidate is dependable, takes initiative, and values teamwork!</a> What You Will Do <ul> <li>100% involvement with the safety programs. </li> <li>Daily setup and tear down of projects. </li> <li>Testing of combustion equipment such as process burners, thermal oxidizers and flares. </li> <li>Work closely with Process and R&amp;D engineers. </li> <li>Daily use of computers and HMI systems. </li> <li>QC products when they arrive at the test center. </li> <li>Perform facility preventative maintenance and routine inspections. </li> <li>Work in group settings as well as be a self-starter and efficient worker. </li> <li>Candidates must be willing and able to work overtime as necessary to meet project deadlines and operational needs</li> </ul> Physical Requirements <ul> <li>Ability to lift and carry up to 50 lbs.</li> <li>Ability to work full time in all outdoor conditions, including adverse conditions, wearing full FR coveralls.</li> <li>Ability to climb ladders and stairs.</li> <li>Ability to become certified and work at heights up to 100’ in aerial lifts.</li> <li>Be able to complete a physical assessment and perform confined space entry work inside of test facility furnaces and related equipment.</li> </ul> Who You Are (Basic Qualifications) <ul> <li>Experience in a Mechanical related field </li> </ul> What Will Put You Ahead <ul> <li>Pipe fitting and related experience/knowledge </li> <li>PLC &amp; HMI knowledge. </li> <li> Electrical or instrumentation skills </li> </ul> At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy. Hiring Philosophy All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy <a href="https://jobs.kochcareers.com/pages/culture" target="_blank">here</a>. Who We Are As a Koch Engineered Solutions company, John Zink Hamworthy Combustion (JZHC) is a global leader in emissions control and a pioneer in modern Smart Combustion solutions. Our research and development facilities make up the largest testing complex of its kind. Additionally, our worldwide service organization is the largest, most technically advanced team of its kind. We provide solutions to capture emissions, destroy pollutants, manage waste and heat vital processes to help industries operate more cleanly and efficiently. At Koch, employees are empowered to do what they do best to make life better. Learn how our <a href="https://www.kochind.com/about/business-philosophy" target="_blank">business philosophy</a> helps employees unleash their potential while creating value for themselves and the company. Our Benefits Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter. Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results. Equal Opportunities Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click <a href="https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf" target="_blank">here</a> for additional information. (For Illinois E-Verify information click <a href="https://labor.illinois.gov/content/dam/soi/en/web/idol/employers/posters/e-verify/Right%20to%20Privacy%20in%20the%20Workplace_English.pdf" target="_blank">here</a>, <a href="https://labor.illinois.gov/content/dam/soi/en/web/idol/employers/posters/e-verify/Right%20to%20Privacy%20in%20the%20Workplace_Spanish.pdf" target="_blank">aquí</a>, or <a href="https://labor.illinois.gov/content/dam/soi/en/web/idol/employers/posters/e-verify/Right%20to%20Privacy%20in%20the%20Workplace_Polish.pdf" target="_blank">tu</a>).

Koch Industries

Test Technician

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! We are a fast-paced, dynamic team that thrives on collaboration and mutual support. In partnership with our global platform and capabilities, we focus on delivering high-quality outcomes that align with organisational goals. Flexibility and adaptability are key as we work together to meet tight deadlines while maintaining high standards of excellence. 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! We are a fast-paced, dynamic team that thrives on collaboration and mutual support. In partnership with our global platform and capabilities, we focus on delivering high-quality outcomes that align with organisational goals. Flexibility and adaptability are key as we work together to meet tight deadlines while maintaining high standards of excellence. Thea Team Our Benelux team is driven by a shared commitment to growing the local client platform offering global solutions. We are proud of our diverse team, bringing together a range of backgrounds, experiences and skill sets. An opportunity has arisen for a (Senior) Administrative Assistant to join the Global Corporate and Investment Banking Group based in our Amsterdam office. In this role you will support Senior Management and/or a team of bankers within their respective division. This role requires strong organizational skills, attention to detail, and the ability to manage both individual tasks and joint team responsibilities effectively. Responsibilities <ul> <li>Diary management, including organising internal/external meetings</li> <li>Handling sensitive and confidential material and information</li> <li>Establish professional and effective communication at all levels with internal stakeholders and assistants in your area</li> <li>Cultivating relationships with external clients and their assistants, develop knowledge of banker’s clients, transactions and specific individuals where possible.</li> <li>Manage professional response to telephone calls, taking ownership of queries</li> <li>Management of email system, prioritising and responding where appropriate.</li> <li>Arranging complex domestic and international travel in high volumes – booking in advance where possible to ensure cost effectiveness and ensuring appropriate Visas have been obtained</li> <li> Arranging conference calls and video conferences internally and externally Understanding the internal systems such as Concur, iTrack forms/Salesforce/ (Training will be given for all internal systems). </li> <li> Handling expenses using Concur system – with a general understanding of the bank’s policies Pre-empt and highlight to the Business Manager out of policy expenses </li> </ul> What we are looking for <ul> <li>Candidate open to work full-time, who is fluent in Dutch and English</li> <li>Proven experience as an administrative assistant, office manager, or in a similar role, preferably in Corporate or Investment Banking.</li> <li>Proactive style and ability to work independently and as a team player</li> <li>Experience of managing conflicting diaries and supporting senior individuals</li> <li>Client facing experience</li> <li>Excellent organizational and multitasking abilities.</li> <li>Capable to work efficiently in a pressurised environment</li> <li>Excellent PC skills including Word, Excel, PowerPoint and Outlook</li> <li>Flexible approach to overtime and out of hours working patterns</li> <li>Mature, calm and professional attitude at all times</li> <li> Accuracy and numeracy Excellent communication skills at all levels written and verbally in Dutch and English </li> <li> Confidence at dealing with people of all levels both internally and externally </li> </ul>

Bank of America

Admin Assistant

CompanyCox Automotive - USAJob Family GroupCustomer Care GroupJob ProfileClient Relationship Manager IVManagement LevelManager - Non People Leader Flexible Work Option Can work remotely anywhere in the specified countryTravel %Yes, 5% of the timeWork ShiftDayCompensationCompensation includes a base salary of $87,200.00 - $130,800.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate’s knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program.Job DescriptionThe Client Relationship Manager IV is a proactive and results-driven individual whose responsibility will be to oversee and strengthen relationships within our Finance and Insurance Aftermarket Network (FIAN). This role will the primary point of contact for our partners, focusing on building strategic relationships, conducting ongoing business reviews, and identifying opportunities to enhance revenue and expand our service offerings. This individual will be skilled in client engagement, data-driven analysis, and collaborative problem solving. They will work closely with partners to understand their evolving needs, surface actionable insights, and ensure our products align with their business goals. Additionally, the feedback received from these partners will be critical in guiding our product development efforts to better meet and exceed customer expectations and market demands. The Client Relationship Manager will partner with our FIAN team for the retention and growth of the Finance and Insurance Aftermarket Network. He/She will monitor partner performance, retention, and revenue to identify trends and opportunities for growth. He/She will also support the creation of partner agreements and own their delivery and execution.Primary Responsibilities:<ul> <li>Establish and manage relationships with our Finance and Insurance providers and partners to help them derive maximum value from their partnership with FIAN.</li> <li>Collaborate, working with product, marketing, readiness, sales, billing, and support teams to ensure successful initiative execution, implementation and support delivery.</li> <li>Monitor the financial health of the partners and providers and build strategic plans to retain and grow revenue. They will also closely manage these partners to understand their evolving needs and look to grow additional rooftop and transactional revenue to assist in meeting CAI goals. </li> <li>Provide monthly service reviews to our top providers and partners highlighting service metrics, product enhancements, and KPI/SLA updates.</li> <li>Weekly report out to leadership CAI, program or OEM related wins, challenges, asks and/or program opportunities.</li> <li>Provide CAI leaders feedback on product, financial, operations, and support opportunities for the FIAN product that has been shared by providers/partners.</li> <li>Negotiation of business terms and management for our partners</li> <li>Continually evaluates processes, methodologies and tools as opportunities for innovation and efficiency.</li> <li>Serves as the point of contact for escalations within product and sales around client requests.</li> <li>Create and analyze business cases to determine project viability</li> </ul>Minimum Qualifications:<ul> <li>Bachelor’s degree in technical, business, or management and/or equivalent experience</li> <li>Team player with excellent work habits and interpersonal skills</li> <li>Exceptional organization and prioritization</li> <li>Analytical and Strategic thinking</li> <li>Problem resolution and creative thinking</li> <li>Executive-level communication and interpersonal skills</li> <li>Experience dealing with large partners</li> <li>Demonstrated ability to work with and support cross-functional teams</li> <li>Self-Starter who desires to show ownership and commitment to the job and who can work effectively across departments and/or Cox Automotive entities</li> <li>Ability to travel up to 5% of the time (approximately once/yr)</li> </ul>Preferred Qualifications:<ul> <li>Experience managing 15 partners</li> <li>Salesforce experience</li> <li>Background in Automotive and Finance Operations</li> </ul>Drug TestingTo be employed in this role, you’ll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited.BenefitsThe Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells – or simply uses – cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer – All qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. <h3> </h3>Application Deadline: 06/14/2025

Cox Automotive Inc.

Client Relationship Manager IV

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for completion of standard operations processes related to consumer credit disputes, escalations and tax reporting. Key responsibilities include data entry, reporting data validation, case investigation, reconciliation requests, and client inquiry workflows. Job expectations include supporting standard transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies and taxing authorities, while following established written procedures under moderate supervision. Responsibilities: <ul> <li>Performs standard activities supporting credit disputes, escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery</li> <li>Performs basic research, follow-up, and resolution of routine financial data research requests</li> <li>Reviews relevant documents and forms to identify and resolve issues</li> <li>Validates financial data and reports against system of record</li> <li>Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate</li> <li>Provides quality service and support to internal partners and external clients</li> </ul> Skills: <ul> <li>Active Listening</li> <li>Customer and Client Focus</li> <li>Research</li> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Decision Making</li> <li>Account Management</li> <li>Continuous Improvement</li> <li>Problem Solving</li> <li>Risk Management</li> </ul> Required Background Must be a current Year Up intern with Bank of America Shift:1st shift (United States of America) Hours Per Week: 40

Financial Data and Reporting Ops Representative - Year Up

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

Merrill Financial Solutions Advisor - Princeton Bucks County Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • 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

Relationship Banker - Freeport Financial Center *Bilingual Spanish Required

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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities • Assists, educates, and trains clients on conducting simple transactions through self-service technologies • Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy • Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping • Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. • 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 helping new and existing clients based on their needs. • Has strong written and verbal communications skills. • Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). • Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. • Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws). • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • An Associate’s Degree or Bachelor’s Degree in business, finance, or a related field. • Experience working in a financial center where goals were met or exceeded. • Retail and/or sales experience in a salary plus incentive environment. • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. • Experience with financial information, spreadsheets and financial skills. • Knowledge of banking products and services. • Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: • Active Listening • 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

Senior Banker - Atlanta Market

Job Description: This person will be assisting senior CMBS and cross-sector strategists. The successful candidate must be able to thrive in a fast-paced work environment with a particular focus on attention to detail while handling multiple projects simultaneously. Among other responsibilities, the role will include maintaining, updating and analyzing data across many of the securitized products sectors. Analyst will also be responsible for helping internal and external clients with data or other ad-hoc requests and working with senior members of the team to create/update presentations and assist with written research. Good communication and data management skills are a must, as the role involves both internal and external client interactions where market strategy ideas are presented. In addition to the items listed above, the strategist will also help guide projects between mortgage technology, trading, and other partner groups Tasks: <ul> <li>Assist with creation and publication of research reports and presentations covering cross-sector strategy, commercial real estate and CMBS markets</li> <li>Interact with internal and external clients to articulate the team’s views and respond to client requests</li> <li>Support the trading desk(s) with analysis of particular bonds or asset classes as requested</li> <li>Support the sales force by helping facilitate data requests and analysis</li> <li>Follow market news and current events and have the ability to integrate into published work</li> <li>Use databases to store, manipulate and report on large amounts of data.</li> <li>Knowledge of Intex, Intexcalc, Bloomberg, Python, SQL, Relational Databases, Excel</li> </ul> Qualifications <ul> <li>Bachelor’s degree required (Computer Science, Engineering, Statistics, Economics, or Finance background a plus)</li> <li>Prior experience in structured finance or commercial real estate a strong plus</li> <li>Excellent written and verbal communication skills</li> <li>Good data management skills and the ability to work with large, complex spreadsheets</li> <li>Strong work ethic and focus on attention to detail; exercise strong quality control over own work.</li> <li>SQL/Database, Excel/VBA/Python skills, or prior experience with similar data processing languages highly preferred</li> <li>Excel in a fast paced environment while handling multiple projects simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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