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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***** 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 Schedule: Monday-Friday Open availability required + some Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent *****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 Registration Candidate- Consumer Investments- Valley Crest Market

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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! 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> <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> Schedule: Monday-Friday Open availability required + some Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor- Consumer Investments- Valley Crest Market

At Apollo GraphQL, we’re transforming the way developers build software with the power of the graph. Our Graph Tooling Team sits at the heart of this mission - owning and advancing the developer-facing tools that help teams onboard quickly, work intuitively, and build with <a href="http://joy.We" target="_blank">joy.</a> <a href="http://joy.We" target="_blank">We</a>’re looking for a Staff Software Engineer with deep front-end expertise to help lead the next chapter of our developer experience journey. This is an opportunity to shape widely used tools like Apollo Studio, Sandbox, and IDE extensions while exploring the future of AI-assisted development workflows. About the Team The Graph Tooling Team owns Apollo’s core developer tooling platform—including the Studio web app, IDE plugins (VS Code, IntelliJ), and Sandbox tools. Our mission is simple: delight developers. We build tools that reduce friction, visualize complex GraphQL workflows, and make it easy for teams to get started and grow with Apollo. <h3>What You'll Do</h3> <ul> <li>Enhance our React component infrastructure for greater performance and scalability</li> <li>Improve UI/UX design for observability and schema workflows</li> <li>Develop new interfaces and features used by thousands of developers</li> <li>Create intuitive UIs for local testing and GraphQL exploration</li> <li>Design and build browser plugins and debuggers for GraphQL troubleshooting</li> <li>Architect a front-end platform-as-a-service used across Apollo’s tools</li> <li>Build a robust testing infrastructure and reusable component libraries</li> <li>Implement design system standards to ensure visual and functional consistency</li> <li>Explore and implement AI-enabled developer workflows through tooling</li> </ul><h3>Who You Are</h3> <ul> <li>Deep expertise in React and modern front-end development</li> <li>Strong background in web application architecture, component design, and performance optimization</li> <li>Solid understanding of UI/UX principles, especially in technical products</li> <li>Experience building and maintaining a robust testing infrastructure</li> <li>Experience in SaaS or developer tooling environments</li> <li>Track record of shipping large-scale front-end products</li> <li>Passionate about clean code, great design, and thoughtful user experiences</li> <li>A strong portfolio of front-end projects or tools</li> </ul><h3>Bonus Points</h3> <ul> <li>Experience with IDE extensions, debugging tools, or platform front-ends</li> <li>Familiarity with GraphQL and developer-centric workflows</li> <li>Exposure to AI/ML-enhanced developer tools</li> </ul>At Apollo, we strive to provide competitive, market-informed compensation whilst ensuring consistency within the team in each country. We make hiring decisions based on your skills, experience, and our overall assessment of what we learned during the hiring process. In addition to the U.S. base salary range, we also provide equity and benefits. Apollo offers all U.S. employees a choice of 3 Anthem Blue Cross medical plans and California residents can also choose from an additional 2 Kaiser medical plans. Dental and Vision benefits are provided by Sun Life Financial. Location: This is a remote position that can be done from anywhere in the United States or Canada. Equal Opportunity: Apollo is proud to be an equal opportunity workplace dedicated to pursuing and hiring a talented and diverse workforce. Privacy: California residents applying for positions at Apollo can see our privacy policy <a href="https://www.apollographql.com/CCPA-Privacy-Notice-for-Employees.pdf" target="_blank">here</a>. E-Verify: Apollo is an E-Verify employer and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. For more information please visit<a href="https://www.e-verify.gov/" target="_blank"> E-Verify.</a>

Apollo GraphQL

Staff Software Engineer

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 The Client Account Management team handles all Client Onboarding and Monitoring for Global Treasury, Banknote and Global Bulk clients. The Senior Operations Analyst will be responsible for Transaction Monitoring, Product Setup, Foreign Exchange Confirmations, SWIFT MT300 processing, representing department manager on meetings &amp; projects during absences, and various other functions as assigned. Hours of operation range from 7:00 am to 6:00 pm EST daily, however, shift hours are subject to change as business needs arise to ensure sufficient coverage for support functions. Required to work different shifts including statutory holidays as required, based on departmental needs, The Senior Operations Analyst will report to the Department Manager. Responsibilities <ul> <li>Monitor and investigate transactions on the GTMS (Global Treasury Monitoring) and AOC (Approval Officer Communication) queues. </li> <li>Foreign Exchange Confirmations and SWIFT MT300 processing </li> <li>Maintain client database for various Lines of Business</li> <li>Address and respond to inquiries from business partners </li> <li>Complete various accounting entries </li> <li>Representing department manager on meetings &amp; projects during absences</li> <li>Archiving and controlling of department records</li> <li>Other administrative duties, as assigned including month end reporting requirements and daily queries to support department and preparation of reports </li> <li> Required to work different shifts including statutory holidays as required, based on departmental needs</li> </ul> Qualifications <ul> <li>Working knowledge of GBS, AS400, and On-line support an asset</li> <li>Proficiency with Microsoft Office applications and computer skills</li> <li>Knowledge of the banks Treasury products and understanding of payment processing and investigation experience an asset </li> <li>Excellent communication, organizational and problem solving skills</li> <li>Demonstrated ability to work independently with minimal supervision and also a team player</li> <li>Ability to meet established deadlines in a fast paced environment</li> <li>Willingness to learn and take on new tasks</li> <li>Experience in financial services preferred but not required</li> </ul> Other Qualifications <ul> <li>Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions</li> <li>Excels in working among diverse viewpoints to determine the best path forward</li> <li>Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner</li> <li>Commitment to challenging the status quo and promoting positive change</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base</li> <li>Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world</li> </ul> What Bank of America Offers Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees. Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization. Bank of America is an Equal Opportunity Employer. Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Sr. Operations Analyst - Client Account Management

<h1>We're building a new healthcare clearinghouse</h1>In the healthcare sector, the Health Insurance Portability and Accountability Act of 1996 (HIPAA) requires that all insurance payers exchange transactions such as claims, eligibility checks, prior authorizations, and remittances using a standardized EDI format called X12 HIPAA. A small group of legacy clearinghouses process the majority of these transactions, offering consolidated connectivity to carriers and providers.Stedi is building the world’s only API-first clearinghouse. By offering modern API interfaces alongside traditional real-time and batch EDI processes, we enable both healthcare technology businesses and established players to exchange mission-critical transactions.Stedi has lightning in a bottle: engineers and designers shipping products week in and week out; a lean business team supporting the company’s infrastructure; passion for automation and eliminating toil; $92 million in funding from top investors like Stripe, Addition, USV, Bloomberg Beta, First Round Capital, and more.<h2>What we’re looking for</h2>Stedi is the world’s only API-first clearinghouse. By offering a modern API interface for running eligibility checks, processing claims, and ingesting ERAs, healthcare technology businesses can exchange transactions with payers without dealing with the EDI protocol or carrier-specific connectivity.As we continue to scale, we are looking for an experienced backend engineer to join our engineering team to build our healthcare APIs and extend existing systems.<h2>How we build</h2><ul> <li>We use AWS exclusively for our customer-facing backend infrastructure. We use tools like GitHub, Stripe, and PagerDuty, but all of our application work happens on AWS. </li> <li>We use serverless technologies almost exclusively: Lambda, API Gateway, SQS, SNS, DynamoDB, Aurora Serverless, and more. We don’t run a single server.</li> <li>We use CDK (TypeScript) to define infrastructure as code.</li> <li>We write the majority of our API backends and EDI parsing engine in Rust.</li> </ul><h2>What you'll do</h2><ul> <li>Design and develop complex, large-scale web applications and APIs</li> <li>Work closely with AWS to improve our understanding and use of their services</li> <li>Contribute to a culture of engineering excellence and rigor through both coding and writing high-quality, effective communication</li> <li>Build the highest quality, broadest-reaching commercial trading network at the lowest possible price for our customers</li> </ul><h2>Who you are </h2><ul> <li>4+ years of experience coding in general, and 2+ years in Rust; experience in TypeScript is beneficial </li> <li>4+ years working with AWS services</li> <li>Committed to working with AWS serverless offerings in a production environment</li> <li>Ability to prioritize your work based on the needs of the business and the customers</li> <li>High bandwidth; thoughtful attention to many areas simultaneously</li> <li>Ability to context switch throughout the course of the day or week as priorities shift</li> <li>Philosophical alignment with the <a href="https://www.stedi.com/careers" target="_blank">Stedi Standards</a></li> </ul>At Stedi, we're looking for people who are deeply curious and aligned to our ways of working. You're encouraged to apply even if your experience doesn't perfectly match the job description.

Stedi

Engineer

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

Merrill Financial Solutions Advisor - Oregon & SW Washington 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. 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 The Group Operations Manager is responsible for leading a team delivering on key processes, priorities, oversight of controls, audits, and assessments within Canada Payment Operations. This position will lead the Reconciliation/Certification of accounts, Daily Profit &amp; Loss reporting, Nostro funding, FX Settlements, including, financial breaks and various reporting requirements supporting routines within the operation/branch. Manage Process &amp; Data challenging end-to-end process efficiency and effectiveness. Champian data driven decision-making and remove obstacles to optimize the operations. Inspect and challenge risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across processes supported. The manager will have accountability in managing a team of employees providing effective performance management practices. Ad-hoc requests for information required meeting strict deadlines. Team covers various operating hours to meet business objectives &amp; priorities. The Group Operations Manager will report to the overall Manager of Canada Payment Operations. Responsibilities <ul> <li>Promotes team leadership through presenting a strategy for the team, coaching, and leading through example, while encouraging teamwork, communication, and collaboration</li> <li>Provide oversight of the Reconciliation, Profit &amp; Loss reporting, Nostro funding, FX Settlements, Audits, Assessments, support tax functions, other financial transactional and monitoring tasks</li> <li>Oversee Performance Management &amp; Career development of team(s) supported</li> <li>Deliver under strict deadlines</li> <li>Support user acceptance testing and production check out requirements, as needed including scheduled weekends</li> <li>Complete administration duties and attestations with adherence to the banks policies, procedures and standards</li> <li>Complete monthly management routines, meet metric standards &amp; reporting requirements effectively partnering across various lines of business</li> <li>Monitor and approve a variety of accounting tasks in support of the Canada General Ledger for Canada Payment Operations and supported Lines of Business</li> <li>Support all audits, assessments and exams, as applicable</li> <li>Other administrative duties, as assigned</li> <li>Required to be flexible with work hours including statutory holidays as required, based on departmental and business requirements</li> </ul> Qualifications <ul> <li>Minimum 5+ years working experience supporting a role handling accounting principles and understanding of a general ledger (SAP) </li> <li>Solid understanding of electronic and manual payments an asset </li> <li>Excellent critical/strategic thinking and problem resolution skills</li> <li>High Proficiency with Microsoft Office applications and computer skills</li> <li>Minimum 3+ years Management experience, preferred</li> <li>Experience supporting audits and exams within an operational environment </li> <li>Knowledge of the banks Treasury products with proven results understanding SAP and general ledger entries including knowledge of FX (Foreign Exchange) contracts and settlement </li> <li>Excellent communication, organizational and problem solving skills including experience managing a project/initiative end to end</li> <li>Demonstrated ability to work independently with minimal supervision and strong collaboration skills working in a team environment</li> <li>Ability to meet established deadlines in a fast paced environment</li> <li>Willingness to learn and take on new tasks</li> <li>Experience in financial services preferred</li> </ul> Other Qualifications <ul> <li>Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions</li> <li>Excels in working among diverse viewpoints to determine the best path forward</li> <li>Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner</li> <li>Commitment to challenging the status quo and promoting positive change</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base</li> <li>Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world</li> </ul> What Bank of America Offers Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees. Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization. Bank of America is an Equal Opportunity Employer. Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Group Operations Manager - Canada Payment Operations

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 The Canada Trade Finance Operations team performs a variety of support functions related to Trade Finance servicing by following established practices and procedures. The team handles all instruments in support of Trade Finance transactions across all products along with outreach to clients, as required. Products supported include Import/ Export Letters of Credit, Standby Letters of Credit/Guarantee, Documentary Collections, Supply Chain Finance. In addition, the team provides guidance and support to Sales, Clients, Credit, Product and Global Trade Partners. The incumbent is mainly responsible for supporting the end to end processing of Trade Finance products/transactions, servicing for products supported and ad hoc requests from business partners providing a high level of internal and external collaboration across groups. May be required to support ad-hoc requests, projects and initiatives as required and support User Acceptance testing. May be required to work weekends in support of production check out requirements. Ability to support cross functional departments in Treasury operations. Responsibilities <ul> <li>Adhere to Service level objectives for Global Trade Operations in processing trade transactions related to Standby Letter of Credit /Guarantee, Import/Export Letter of Credit, Supply Chain Finance, Prime Revenue and Collections including billing and receipt of fees in accordance with established timeframes and transaction limits.</li> <li>Must display initiative, be highly customer oriented, be a team player, flexible and committed to the success of the team</li> <li>Ability to work effectively supporting multiple products daily across multiple time lines</li> <li>Provide value-added, effective and efficient operational support to clients, and business partners</li> <li>Participate in client/new business conference meetings and provide expertise and recommendations on trade instrument structure and processing procedures</li> <li>Complete transactions with accuracy and efficiency</li> <li>Support other team members, as required</li> <li>Meet tight deadlines on deliverables</li> <li>Monitor Email on a regular basis throughout the day and acknowledge receipt with clients, providing periodic updates until resolved</li> </ul> Qualifications <ul> <li>Minimum 5 years of experience working in Trade Finance with proven results handling Standby Letter of Credit/Guarantee, Import and Export Letter of Credit and Supply Chain Finance</li> <li>Working knowledge of trade related products, services, processes and the Bank’s Anti-Money Laundering and compliance policies and procedures</li> <li>Thorough knowledge and understanding of UCP600, URR725, ISBP745, ISP98, URDG758 and other related ICC Rules and publications governing Letters of Credit</li> <li>Experience in reviewing application, Letter of Credit formats and processing/releasing Standby Letter of Credit/Guarantee is required</li> <li>Strong interpersonal, superior customer service, communication, time management and problem solving skills</li> <li>Willingness to learn and take on new tasks, as required</li> <li>Complete transactions with accuracy and efficiency</li> </ul> Other Qualifications <ul> <li>Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions</li> <li>Excels in working among diverse viewpoints to determine the best path forward</li> <li>Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner</li> <li>Commitment to challenging the status quo and promoting positive change.</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base</li> <li>Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world</li> <li>Demonstrated initiative and the ability to work with minimal supervision</li> <li>CDCS (Certified Documentary Credit Specialist) designation preferred.</li> </ul> What Bank of America Offers Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees. Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization. Bank of America is an Equal Opportunity Employer. Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Trade Finance Service Center Coordinator

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 the day-to-day resolution of complex problems and the research and execution of complex transactions for a single site/business unit or smaller business unit(s). Key responsibilities include strategically advising upon the design, development, and implementation of products, systems, and services using discretion within the project management methodologies. Responsibilities <ul> <li>Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment</li> <li>Advises on projects and directs activities of a team related to special initiatives</li> <li>Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function</li> <li>Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control</li> <li>Promote team collaboration and leadership to deliver on key priorities meeting tight deadlines</li> <li>Support user acceptance testing and production check out requirements</li> <li>Monitor/Support/Supervise production area, administrative duties, including control reporting, job aides and records filing</li> <li>Support all audits, assessments and exams, and procedure intakes as applicable</li> <li>Support management routines, Invoice Processing, Business Continuity </li> <li>Other administrative duties, as assigned</li> <li>Work flexibility, including overtime, weekends</li> <li>Identifies and recommends responsibilities and accountabilities for key programs/projects</li> <li>Work flexibility, including overtime, weekends and statutory holidays</li> <li>Work Schedule: Monday to Friday, in-office</li> </ul> Qualifications <ul> <li>Three to five years of experience within Operations environment with a financial institution</li> <li>Post-secondary education or equivalent experience &gt; 5 years</li> <li>Knowledge of cheque payment processes and Canadian clearing systems/rules and reconciliation</li> <li>Ability to execute tasks assigned with exceptional quality and accuracy</li> <li>Proficiency with Excel, Word, and keyboarding skills</li> <li>Ability to write procedures and desktop job aids</li> <li>Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions</li> <li>Excels in working among diverse viewpoints to determine the best path forward</li> <li>Commitment to challenging the status quo and promoting positive change</li> <li>Excellent communication, organizational, and problem-solving skills</li> <li>Familiar with Payments Canada Rules and Regulations for Cheque processing (ACSS/AUSS)</li> <li>High-volume production background and management experience an asset</li> <li>Working knowledge of key Wholesale Lockbox Operations functions and capabilities an asset</li> <li>Experience in financial services preferred</li> </ul> Skills <ul> <li>Customer and Client Focus</li> <li>Problem Solving</li> <li>Risk Management</li> <li>Adaptability</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Critical Thinking</li> <li>Issue Management</li> <li>Analytical Thinking</li> <li>Decision Making</li> <li>Oral Communications</li> <li>Presentation Skills</li> </ul> What Bank of America Offers Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees. Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization. Bank of America is an Equal Opportunity Employer. Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

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