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Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <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>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> *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor- Consumer Investments- EASTSIDE Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. 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: Leads the effort in the pre-closing and closing process on complex real estate loans, including construction, term, lines of credit, and letters of credit, some of which may be syndicated. Independently reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Relationship Account Officer, borrower, counsel, construction consultants and title companies. Monitors documentation requirements. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, and ensuring loan is in balance in accordance with approval. Preferred three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills. Responsibilities: <ul> <li>Manages backlog of startup healthcare clients during the project phase of loan process</li> <li>Processes disbursements on behalf of clients</li> <li>Communicates frequently with internal/external partners and clients</li> <li>Identifies and delivers to client's needs through loan closing process</li> <li>Collects required documentation from client based on loan conditions</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Solutions Advisory</li> <li>Collaboration</li> <li>Customer and Client Focus</li> <li>Record Keeping</li> <li>Account Management</li> <li>Adaptability</li> </ul> Required Qualifications: <ul> <li>Proficient computer skills</li> <li>Strong decision-making skills and problem-solving skills</li> <li>Excellent verbal and written communication skills</li> <li>Strong customer service skills</li> </ul> Desired Qualifications: <ul> <li>Three or more years of previous real estate loan administration experience or real estate paralegal experience</li> <li>Ability to learn and adapt to ongoing changes and new technology platforms</li> <li>Experience in receiving and implementing performance feedback and coaching</li> <li>Self-motivated and results-oriented with excellent organizational skills</li> <li>Experience deepening relationships over the phone with clients</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Project Consultant I - Practice Solutions

Benefits: <ul> <li>401(k)</li> <li>401(k) matching</li> <li>Company parties</li> <li>Employee discounts</li> <li>Flexible schedule</li> <li>Opportunity for advancement</li> <li>Training &amp; development</li> <li>Wellness resources</li> </ul> At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don’t receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are “Working Hard for the Hardest Working Americans”. This is our mission and it’s a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients. Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That’s where you come in! We are here to ease their stress and provide expert customer service and tax knowledge. What you’ll do here: The Sales and Marketing Manager supports the company with a variety of duties to include sales and marketing plans, research and development. Must be comfortable marketing to local businesses and clients face to face, zoom, email, text and phone, including cold calling if applicable. The position coordinates with the management team and must communicate effectively with area mangers of 5 states and 75 employees. Must feel comfortable creating and delivering a sales presentation and coaching other employees. This position has access to and regularly works with information of a sensitive, highly confidential nature. This position promotes the Jackson Hewitt brand through the delivery of superior customer service. <ul> <li>Assist in company wide marketing plan and budget </li> <li>Set and evaluate and promote sales and revenue goals </li> <li>Train and coach regularly other employees on sales and techniques, overcoming objections </li> <li>Meet set-up deadlines to ensure office locations meet brand/marketing appearance standards in time for office openings.</li> <li>Coordinate and communicate effective with area managers and a team of up 75 employees in 5 states</li> <li>Assist in maintaining a clean and inviting workplace, this may include removal of trash, vacuuming, bathrooms, cleaning counters, etc.</li> <li>Assist leadership in personnel marketing and recruitment efforts, as needed.</li> <li>Creates and tests new sales and product opportunities in the accounting field </li> </ul> Skills you’ll bring for success: <ul> <li>Good interpersonal and communication skills.</li> <li>Demonstrated ability in working in a fast paced environment </li> <li>Must be comfortable with computers and Word, Excel and PowerPoint.</li> <li>Sales experience preferred </li> <li>Sales management preferred </li> <li>Reliable transportation and a valid driver's license and insurance are preferred.</li> <li>Be coachable and ability to take constructive feedback </li> <li>Must be willing to travel 3-4 weeks per year</li> <li>Able to work in office 3-4 months a year (we have offices from Belen through all of Albuquerque and up to Santa Fe and Las Cruces, NM, southern CO and North Texas) and remotely from home at set times </li> </ul> Flexible work from home options available. Compensation: $18.00 - $22.00 per hour <h2>Working at Jackson Hewitt</h2> Jackson Hewitt is an innovator with nearly 6,000 locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more. <h2>Taxes are fun (really!)</h2> Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too. PTIN Certification: Yes By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

Jackson Hewitt

Sales and Marketing Manager for Tax and Accounting Firm

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! Position Description Global Payment Solutions (GPS) provides liquidity management, payments and receipts, trade and supply chain finance, foreign exchange and commercial card services to three million small businesses, thousands of middle market companies, and to multinational corporations, financial institutions and governments around the world. The Treasury Sales Officers (TSOs) to manage and grow both domestically and globally within an assigned portfolio. Key Responsibilities <ul> <li>Team Lead for GPS FI Sales team for PRC, working with sales head to cover banks, non-bank financial institutions and public sector clients in PRC and their branches and subsidiaries internationally.</li> <li>Drive the execution of FI sales strategy in line with our global GPS strategy, delivering the target revenues and profitability on the client portfolio.</li> <li>Ensure that the teams (based in Beijing, Shanghai and Guangzhou branches) are focused on critical areas such as client selection that fit within our profitability and return parameters.</li> <li>Own and deliver against financial targets for PRC both revenue, profitability, cross sell and new business origination and closure.</li> <li>Establish self and deepen relationships with FIs so to maximize the share of wallet both at HO, regional offices and international branches. Leverage on the client relationship to build strong connectivity and on-going dialogue with targeted clients</li> <li>Engaging with clients across multiple hierarchies as appropriate to scope business opportunities, define solutions and accelerate deal closures</li> <li>Actively partnership with Corporate Banking team, and senior management team in-country and other key stakeholders support the client coverage team to achieve business wins</li> <li>Co-ordinate with Global teams to effectively drive the global strategy and guidance on the FI business in APAC in light of the changing regulatory and economic environment.</li> <li>Build on interactions with senior managers across FICC, GMG, IBK, CBK, in-country management, regionally and globally, communicating the FI strategy and achievements on new business, revenues, client selection and revenue quality.</li> <li>Keep abreast of industry changes, market events and competitive intelligence and ensure that knowledge is shared with all TSO’s and partners covering clients in their industry.</li> <li>Lead discussions with teams, clients through Client Events, Industry Forums and thought leadership articles to demonstrate the deep understanding of global events driving the business change in the franchise.</li> <li>Implement and sustain governance and control processes and activities in alignment with role and responsibilities, governance manuals and guidelines as well as specifically within the areas of Training, Credit, Risk, Compliance, Finance, Legal, HR and Audit.</li> </ul> Key Requirements Required Skills <ul> <li>15+years above experience in FIs in GPS business development and/or product management at a senior level</li> <li>Proven expertise of leading a team at a country or Regional level, either in GPS equivalent or corporate banking</li> <li>Detailed knowledge of GPS cash management products, trade product, etc.</li> <li>Strong client relationships</li> <li>Strong communications and presentation skills</li> <li>Team player</li> </ul> Desired Skills <ul> <li>Proven sales track records</li> <li>Client advocacy and relationship building experience</li> <li>Strategic, decisive and can execute</li> <li>Demonstrates a commitment to Diversity and Inclusion (D&amp;I), and model behaviors which value each individual for their unique contribution and create an environment that allows each employee to reach their potential.</li> </ul>

Vice President/Director, Treasury Sales Officer, FI Sales, Shanghai

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. Security is a primary competency at Coinbase, and the Threat Intelligence team within Security Operations keeps a watchful eye over every aspect of it. Every day, we go to battle against some of the most sophisticated attackers in the world to protect billions of dollars worth of digital assets and ensure that our customers and employees can enjoy a safe, trusted experience. As Coinbase scales globally, our team is scaling along with it, using a blend of tooling, automation, and strategic team growth to ensure that we’re well-equipped to protect the next billion users of crypto. Join our dynamic threat intelligence team at Coinbase to enhance our threat intelligence platform. Your work will directly support our mission of securing crypto assets by developing capabilities within Vertex Synapse to address the evolving needs of our stakeholders and enhance the efficacy of our threat detection and response. What you’ll be doing (ie. job duties): <ul> <li>Develop and integrate external and internal enrichments and power-ups with Vertex Synapse</li> <li>Collect and support stakeholder intelligence needs through tool development within Vertex Synapse to satisfy collection management requirements</li> <li>Quickly create and fine-tune tools to improve security operations processes and ensure the tools integrate into data processing pipelines</li> <li>Enhance the efficiency of processes within Vertex Synapse related to the collection, analysis, storage, tagging, and enrichment of indicators of compromise (IoCs) and associated data to improve the detection and mitigation of cyber threats</li> <li>Work closely with security operations teams to align on collection requirements and translate operational requirements into technical specifications</li> </ul> What we look for in you (ie. job requirements): <ul> <li>3+ years of experience developing enrichments, automations, and tagging in threat intelligence platforms, specifically Vertex Synapse</li> <li>Technical proficiency in software development, including demonstrable experience in creating and maintaining security tools</li> <li>Exceptional analytical skills to dissect complex problems and synthesize actionable insights, supported by an ability to discover opportunities for unique data correlations</li> <li>Ability to rapidly prototype and iterate tool development to adapt to evolving threat intelligence needs</li> <li>Experience managing security telemetry data </li> <li>Excellent communication skills and a collaborative mindset to work efficiently with cross-functional teams</li> </ul> Job #: P70662 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: $144,500—$170,000 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

Threat Intelligence Engineer

Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. 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 Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. 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. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </li></ul> Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Gatos Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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! Position Description As a Product Manager for Corporate Payables, you will work as a part of a team to successfully deliver the Payables product strategy to APAC clients. Your role will include product development and commercialization, driving revenue growth, cost management, risk management, client solutioning, active engagement with key stakeholders including compliance, operations, tech, legal etc. Responsibilities include: <ul> <li>Drive the product development initiatives with technology, operations, and risk partners.<ul> <li>Lead the development of the regional strategy and tactics for the vendor payments platform. </li> <li>Collaborate with business partners in GTS including Regional and Global Product Management, Technology, Operations, and the Vendor to develop holistic and use cases for ongoing enhancements.</li> <li>Review high-level and low-level design documents and ensure traceability to business requirements to validate that all business requirements are met in the most effective and efficient methods.</li> <li>Coordinate with Product and Operations to develop appropriate internal and external client communications.</li> </ul> </li> <li> Manage product risk in close coordination with Compliance and risk partners. Ensure product documentation is aligned to the risk framework and participate in risk management forums.</li> <li>Active monitoring of regulatory, compliance policy changes and apply guidelines to payment processes and procedures.</li> <li>Work closely with sales and solution teams in structuring client solution </li> <li>Work closely with global product partners to improve product &amp; service capabilities.</li> <li>Analysis of core drivers which include monthly pipeline, implementation, revenue, and volumes to identify key issues impacting the business.</li> <li>Gather market intelligence on changing payment landscape. Identify opportunities and debate ideas to ensure bank’s strategy is aligned to market Manage BAU product with product competitor gap analysis, client pricing and P&amp;L analysis and reporting.</li> <li>Develop product-training materials and sales tools.</li> </ul> Required skills: <ul> <li>7+ years, international treasury management experience with good demonstrable knowledge of payments and clearing related products including product development.</li> <li>Strong interpersonal and organizational skills</li> <li>Demonstrate initiative, follow-through and the ability to work with limited supervision</li> <li>Ability to learn quickly, core capabilities including end-to-end operational and technology workflows, processes and key business contacts, client buying behavior by different segments and specific global and regional solutions</li> <li>Good at detailed work with strong analytical skills</li> <li>Experienced in managing the delivery of services in a matrixed environment with a diverse portfolio of partners and stakeholders</li> <li>Ability to work across multiple functional teams, across time zones, to set direction, enable sales activities / initiatives, drive and implement change, and solve problems</li> <li>Strong presentation and communication skills</li> <li>Strong in Microsoft Office suite skills, particularly with Word, Excel, PowerPoint; able to put together reports and decks</li> <li>It is expected that the successful applicant will be able to demonstrate strong execution skills and a preparedness to work as part of a team, which may occasionally involve taking on work outside of the above stated responsibilities. This role will likely involve some international travel.</li> </ul> Desired Skills: <ul> <li>Agile product development experience</li> <li>Experience working on large scale transformation projects spanning multiple geographies, nice to have</li> <li>Experience with technology development and testing processes</li> </ul>

Vice President, Corporate Payables (Asia Pacific), Global Payments Solutions, Singapore

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 defining an architectural vision and solution that supports the strategic outcomes of the Business' Products and Services. Key responsibilities include defining the target operating environment, designing for client resiliency, assisting with solution design, and defining non-functional requirements. Job expectations include working with stakeholders and service providers aligned to the Business' strategic objectives, evaluating the impact of strategic design decisions, and contributing to the architecture roadmap. Position Summary: We strive to build fault tolerant design patterns that support zero to minimal downtime in support of distributed platforms, complex compute environments, and Cloud technologies in pursuit of creating best in class big data ecosystems. They must be able to work with end users, stakeholders, executives, system administrators, and vendors to help deploy those solutions from POC to Production. Responsibilities: <ul> <li>Contributes to the creation of the architecture roadmap of defined domains (Business, Application, Data, and Technology) in support of the product roadmap and the development of best practices including standardized templates</li> <li>Clarifies the architecture, assists with system design to support implementation, and provides solution options to resolve any architectural impediments</li> <li>Facilitates solution driven discussions, leads the design of complex architectures, and finds creative solutions through knowledge of domain, practical experiments, and proof of concepts while ensuring architecture is flexible, modular, and adaptable</li> <li>Supports the team as needed to select the technology stack required for solutions and helps select preferred technology products</li> <li>Performs design and code reviews to ensure all non-functional requirements are sufficiently met (for example, security, performance, maintainability, scalability, usability, and reliability</li> <li>Manages relationships with business and technology leaders and vendors for technical products and creates an inclusive and healthy working environment to resolve organizational impediments and blockers.</li> <li>Design and develop scalable, high-performance data architectures leveraging Hadoop and Teradata platforms to meet business intelligence and analytics requirements.</li> <li>Lead and mentor a team of platform architects and engineers, fostering a collaborative environment to deliver innovative solutions.</li> <li>Oversee the end-to-end implementation of platform solutions, ensuring alignment with business objectives and adherence to best practices.</li> <li>Conduct performance tuning and optimization of data platforms to ensure efficient data processing and retrieval.</li> <li>Stay abreast of industry trends and emerging technologies to continuously evolve the data architecture strategy.</li> </ul> Required Qualifications: <ul> <li>BS in Computer Science, information Technology or related field. </li> <li>5+ years of technical solutions experience including 3+ years in relevant enterprise data platforms and processing on Hadoop, Teradata, and Data Transformation Products</li> <li>Enterprise Business Intelligence and Analytics.</li> <li>Varied data processing engines and strategies: Databricks, Snowflake, Big Query, Watson X, Starburst / Trino</li> <li>Experience in multiple programming disciplines including Java, Python, and Scripting Languages. </li> <li>Deep understanding Virtualize and Containerized platforms: Openshift, Kubernetes, docker, VMware </li> <li>Understanding of storage and data replication platforms: CEPH, Cirata, Ozone, MinIO, Kudu, HDFS</li> <li>Understanding of Network and Security principals, Creating designs that adhere to Security Baselines</li> <li>Understanding of Cloud architectures including IaaS, PaaS, SaaS, compute, storage, network, and security solutions that run on large Cloud service providers (Azure, Google, AWS).</li> <li>Ability to work independently and lead a project team</li> </ul> Desired Qualifications: <ul> <li>Linux</li> <li>Python</li> <li>PostgreSQL</li> <li>Ansible in a secure environment</li> <li>Agile</li> <li>JIRA</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Architecture</li> <li>Result Orientation</li> <li>Solution Design</li> <li>Technical Strategy Development</li> <li>Application Development</li> <li>Collaboration</li> <li>Data Management</li> <li>DevOps Practices</li> <li>Risk Management</li> <li>Agile Practices</li> <li>Automation</li> <li>Influence</li> <li>Solution Delivery Process</li> <li>Test Engineering</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Hadoop Solutions Architect

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! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 &amp; 66 must be obtained within 120 days; Series 7 and Series 66 (63 &amp; 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role. 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 disciplinary action up to and including termination. Required Qualifications: <ul> <li>Demonstrates willingness to complete required industry licensing</li> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate-Eastern, MD  Market

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry’s most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. **We are currently hiring for 8 Financial Counseling roles, all REMOTE with varying shifts.** Bilingual candidates will be prioritized! The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications. In this role, the successful candidate must display a strong sense of patient care and attention to detail. Here’s what you will experience working as a Financial Counselor: <ul> <li>Explain financial responsibilities for services received payment options and collection procedures to patients or parties responsible for payment. </li> <li>Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate. </li> <li>Contact insurance carriers or other sources and act as an advocate for the patient. </li> <li>Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved. </li> <li>Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations. </li> <li>Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage. </li> <li>Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service. </li> <li>Maintain accurate documentation of pre-processing information. </li> <li>Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency. </li> <li>Perform all other duties and projects as assigned. </li> </ul>Required Skills: <ul> <li>High school diploma is required </li> <li>At least one year of call center experience </li> <li>Attention to detail </li> <li>Strong customer service experience </li> <li>Ability to multi-task and navigate between multiple systems simultaneously </li> <li>Ability to handle a large volume of incoming calls </li> </ul>For this US-based position, the base pay range is $17.25 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.The healthcare system is always evolving — and it’s up to us to use our shared expertise to find new solutions that can keep up. On our growing team you’ll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team — including offering a <a href="http://go.r1rcm.com/benefits" target="_blank">competitive benefits package.</a>R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company’s employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person’s age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at 312-496-7709 for assistance.CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights <a href="https://f.hubspotusercontent20.net/hubfs/4941928/California%20Consent%20Notice.pdf" target="_blank">California Consent </a>To learn more, visit: <a href="https://R1RCM.com" target="_blank">R1RCM.com</a>Visit us on <a href="https://www.facebook.com/R1RCM" target="_blank">Facebook</a>#tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022 #REMOTE

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