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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 managing a unit for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving highly complex problems, ensuring compliance with policies, and developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow. Job expectations include managing employee performance, development, talent planning, and overseeing the budget, expenses, reporting, and forecasting. Responsibilities: <ul> <li>Manages staffing levels and capacities, prioritizes employee development by providing effective coaching and training, and shares constructive feedback to drive Operational Excellence</li> <li>Oversees end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines</li> <li>Develops and analyzes procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas</li> <li>Implements improvements to drive the growth to the overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness</li> <li>Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Diversity &amp; Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.</li> <li>Manager of Process &amp; Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.</li> <li>Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.</li> <li>People Manager &amp; Coach: Knows and develops team members through coaching and feedback.</li> <li>Financial Steward: Manages expenses and demonstrates an owner’s mindset.</li> <li>Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.</li> <li>Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.</li> </ul> Required Skills: <ul> <li>5 years of experience with commercial lending</li> <li>Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments</li> <li>Highly organized, proactive, and able to plan, prioritize and manage deliverables</li> <li>Strong written and verbal communication skills; able to target messaging to different audiences</li> <li>Syndicated loan experience </li> <li>Experience with LoanIQ </li> </ul> Desired Skills: <ul> <li>Adapts well to a quickly evolving environment</li> <li>Familiarity with commercial credit or commercial loan terminology</li> <li>Proficient computer skills, including Windows, Excel, Word, and Outlook</li> <li>Can work independently while balancing early escalation to ensure seamless closing</li> <li>Effective problem-solving skills</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Syndicated Fulfillment Manager

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: Originates new merchant business either self-sourced or in partnership with the banker and TSO • Deep understanding of a client’s commerce ecosystem and the ability to consult on ways to integrate, cover industry standards and trends and BACs product solutions • work with sr MSO as point of contact for contract negotiations, RFP, pricing •work with Integration officer to drive solutions per relationship across the merchant solutions set - transarmour, equipment, IPP, etc. • Manage an existing portfolio of less complex merchant clients looking for ways to examine the business, drive more volume, deploy more product and responsibly retain and grow revenue • Be first point of call for bankers, TSOs and clients on merchant business, advice, portfolio management Required Skills: "Must" have these skills to be minimally qualified * 1-2 years of Core Acquiring (Credit/Debit) industry experience • 1-2years of direct sales experience • 1-2 years of sales/portfolio management experience, including C-level sales. • Expert knowledge of POS (integrated/standalone) payment interfaces • Strong analytical and organizational skills • Ability to cultivate and strengthen client relationships with senior business and IT staff member • Ability to technically consult with C-level executives within client environment • Demonstrated experience working with 3rd party VAR’s / Integrators and payment gateways • Understanding of PC payment applications, merchant services industry applications, accounting systems, competition/competitive landscape in the payments industry, enterprise resource planning systems (ERP), data security (PCI), file formatting, and data transmissions Desired skills: - Experience in acquiring adjacent Value Added Services - Bachelor's degree or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

Merchant Specialist - East or West

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 sits within the front line Business Controls team in Global Payment Solutions (GPS) and is responsible for leading and designing the strategy related to financial crimes compliance within the GPS business. Key responsibilities include ensuring capabilities are in place to drive the day-to-day execution of the Operational Risk Management Framework, including the implementation of LOB specific processes and tools to drive adherence to regulatory requirements and enterprise-wide standards &amp; policies related to financial crimes. Job expectations include providing oversight and establishing effective quality assurance and control processes. Required skills: Must have these skills to be minimally qualified * Minimum of 10 years experience in the payments industry, international, and GFC experience Responsibilities: <ul> <li>Engages with stakeholders to identify issues related to financial crimes and assures action plans &amp; control improvements for issue resolution</li> <li>Demonstrates broad understanding of the GPS business including International payments and new payments rails like real time payments, pay by bank, pay to card and virtual accounts management.</li> <li>Work closely with control partners in Compliance to ensure two-way communication of business capabilities and regulatory adherence</li> <li>Have good understanding of regulatory requirements related to economic sanctions and AML screening of transactions and relationships</li> <li>Provide oversight on fraud monitoring including understanding and compliance with regulatory requirements across the globe where GPS provides services</li> <li>Have basic understanding of payment related data flows and associated data quality challenges vis-à-vis Banking Secrecy Act (BSA) and travel rule requirements</li> <li>Oversees the assessment of the design and effectiveness of the risk and control environment to ensure adherence to enterprise-wide standards</li> <li>Oversees the implementation of optimized controls and enhanced Quality Assurance (QA) practices to support business efforts</li> <li>Oversees GPS responses for regulatory exams, internal audits, and other monitoring and inspection reviews related to financial crimes</li> <li>Active participation in the key governance forums including Business Control Forums, Regulatory Initiative forums, Product &amp; Sales level governance forums</li> <li>Acts as an ambassador of the risk culture, monitoring and reporting on the Line of Business or Enterprise Control Function's Operational Risk Profile</li> <li>Bachelor's degree preferred or relevant work experience</li> </ul> Required Skills: <ul> <li>Controls Management</li> <li>Payments product knowledge</li> <li>Financial Crimes regulatory requirements</li> <li>Oral Communications</li> <li>Risk Management</li> <li>Stakeholder Management</li> <li>Strategy Planning and Development</li> <li>Continuous Improvement</li> <li>Drives Engagement</li> <li>Influence</li> <li>Strategic Thinking</li> <li>Data and Trend Analysis</li> <li>Decision Making</li> <li>Problem Solving</li> <li>Quality Assurance</li> </ul> This job is responsible for leading a function dedicated to designing a strategy to drive internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include ensuring capabilities are in place to drive the day-to-day execution of the Operational Risk Management Framework, including the implementation of LOB and ECF specific processes and tools to drive adherence to enterprise-wide standards. Job expectations include providing oversight and establishing effective quality assurance and control processes. Responsibilities: <ul> <li>Engages with stakeholders to identify issues and control improvements for remediation and ensures issue resolution</li> <li>Acts as an ambassador of the risk culture, monitoring and reporting on the Line of Business or Enterprise Control Function's Operational Risk Profile</li> <li>Oversees the assessment of the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards</li> <li>Oversees the implementation of optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts</li> <li>Ensures timely execution of QA activities including control execution, case management, and results reporting</li> <li>Oversees all operations front line unit responses for regulatory exams, internal audits, and other monitoring and inspection reviews</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Opportunity &amp; Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.</li> <li>Manager of Process &amp; Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.</li> <li>Enterprise Advocate &amp; Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.</li> <li>Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.</li> <li>People Manager &amp; Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.</li> <li>Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.</li> <li>Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.</li> <li>Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.</li> </ul> Skills: <ul> <li>Controls Management</li> <li>Oral Communications</li> <li>Risk Management</li> <li>Stakeholder Management</li> <li>Strategy Planning and Development</li> <li>Continuous Improvement</li> <li>Drives Engagement</li> <li>Influence</li> <li>Strategic Thinking</li> <li>Talent Development</li> <li>Data and Trend Analysis</li> <li>Decision Making</li> <li>Problem Solving</li> <li>Quality Assurance</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Control Executive

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 analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing. The Global Payment Operations (GPO) organization delivers global wire transfers and ACH payments for internal and external bank clients and supports end-to-end payment execution and investigations for transactions initiated through various channels. The team also provides sanctions screening on transactions for multiple products, in accordance with policies established by the Global Economic Sanctions Compliance team. This is an Inbound Call Customer Service role receiving multiple calls throughout the day. Responsibilities include day-to-day analysis, research and resolution of varied problems including receiving 50+ calls per day. Functions include administering defined procedures, analysis and report generation, and exception processing. Coordinates the implementation of products/services and operational solutions. May assist in designing, documenting, implementing, and monitoring of new products/services. Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Incumbents have full working knowledge of operations environment acquired through experience in an operations environment and on the job training. Responsibilities: <ul> <li>Assists with coordination of implementation for products, services, and operational solutions</li> <li>Supports the design, documentation, implementation, and monitoring of new products and services</li> <li>Provides guidance regarding procedural, technical, and operational changes</li> <li>Expands business products knowledge within operations environment</li> <li>Builds network by developing relationships with partners and teammates</li> <li>Inspects data to identify issues and trends</li> <li>Collects and interprets data to validate operational processes</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Monitoring, Surveillance, and Testing</li> <li>Process Performance Management</li> <li>Research</li> <li>Adaptability</li> <li>Business Analytics</li> <li>Critical Thinking</li> <li>Reporting</li> <li>Written Communications</li> <li>Data Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Process Design</li> <li>Process Effectiveness</li> <li>Strategic Thinking</li> </ul> Required Qualifications: <ul> <li>Highly organized with strong attention to detail</li> <li>Experience receiving calls throughout the business day, up to 50+ calls per day</li> <li>Typing and Data entry experience</li> <li>Client facing experience </li> <li>Excellent time management and prioritization skills, with ability to meet deadlines under pressure</li> <li>Excellent oral and written communication skills</li> <li>Exceptional Customer Service experience</li> <li>Experience with working independently and on teams</li> <li>Experienced with Microsoft Office Suite, especially Excel</li> <li>Experienced with managing multiple priorities and multi tasks</li> </ul> Desired Qualifications: <ul> <li>Expert level Excel experience</li> <li>Working knowledge of payment investigations systems</li> <li>Financial industry experience</li> <li>Business, Finance, Accounting, Economics, or similar major preferred</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Operations Analyst - TFX Wire Customer Service

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 PCLS team is primarily responsible for the tracking and clearing of documentation related to collateral supporting GWIM Credit. The team reviews and is involved with various processes related to the supported collateral. In addition, the PCLS will work closely with Client and Credit Teams to clear document exceptions. Job Responsible for : <ul> <li>Collaborating with our business partners with Credit and Operations to ensure proper engagements.</li> <li>Monitors collateral/documentation exceptions reports for the receipt of trailing loan documentation.</li> <li>Actively research various internal and external applications/websites for various collateral jurisdictional documents</li> <li>Prepares Secured Based Lending documents for the addition and deletion of investment accounts.</li> <li>Partners with Credit Managers and Client Teams to resolve outstanding exceptions.</li> </ul> Required Skills: <ul> <li>Solid understanding of loan documentation required to perfect the Bank’s security possession.</li> <li>Thorough attention to detail, ability to multi-task, and ability to function independently.</li> <li>Ability to multitask and meet deadlines in a fast-paced environment.</li> <li>Strong verbal and written communication skills.</li> <li>Work effectively with business partners and clients toward a common goal.</li> <li>Strong PC skills including WORD and EXCEL</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Post Closing Loan Specialist

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for accurate and timely development of manual and automated testing and/or supporting operational and administrative activities related to the end to end test development process. Key responsibilities of the job include evaluating test structure to determine automation viability, accessing pertinent databases to source testing data, and collaborating with Compliance and Operational Risk officers and/or Front Line Unit (FLU) process owners to design sampling and test procedures that support the test objective and ensure the repeatability and reliability of the testing. Responsibilities: <ul> <li>Designs independent testing on a team in support of coverage needs identified by Compliance and Operational Risk officers and/or Front Line Unit process owners, inclusive of transactional, qualitative, onsite, employee quality review, and surveillance testing</li> <li>Assesses databases and documentation from internal and external sources to develop data extract, sampling, and testing procedures, working closely with Front Line Unit data contacts and subject matter experts</li> <li>Collaborates with Compliance and Operational Risk officers and/or Front Line Unit process owners to design sampling and test procedures that support the test objective and ensure the repeatability and reliability of the testing</li> <li>Manages the quality of the test design process in accordance with the Independent Testing Enterprise Policy and Standard</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Monitoring, Surveillance, and Testing</li> <li>Problem Solving</li> <li>Application Development</li> <li>Data Collection and Entry</li> <li>Data Privacy and Protection</li> <li>Influence</li> <li>Issue Management</li> <li>Automation</li> <li>Business Intelligence</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Quality Assurance</li> <li>Reporting</li> </ul> Team Overview Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT) are sub-lines of business within Global Risk Management (GRM). Collectively, they are responsible for developing a consistent and coherent set of models, analytical tools, and tests for effective risk and capital measurement, management and reporting across Bank of America. GRA and EIT partner with the Lines of Business and Enterprise functions to ensure the capabilities they build address both internal and regulatory requirements, and are responsive to the changing nature of portfolios, economic conditions, and emerging risks. In executing their activities, GRA and EIT drive innovation, process improvement and automation. Role Overview The Data Quality Testing Lead is accountable for leading transaction and / or controls testing within the Financial Regulatory Reporting or Global Financial Crimes data quality testing portfolio and oversees all aspects of the testing life cycle including test development, test execution, and results aggregation/ dissemination. This role entails managing a portfolio of tests used to provide timely, useful, and actionable independent insight on the operational health of Bank of America’s processes. The team is essential to the Bank achieving its commitment to process excellence, and this role provides a unique opportunity to shape how the Bank manages its operational risk. We are seeking candidates with expertise in process and operational excellence. Candidates should also possess subject matter expertise in financial regulatory reporting or Global Financial Crimes and/ or data quality testing (including but not limited to transaction, conformance, and / or controls). The Data Quality Testing Lead collaborates with process owners in the Front-Line Units and Control Functions (FLUs/CFs) to understand their processes, identify risks to successful execution, and prioritize/plan for the development of methodologies (e.g., models, analytical tools, and testing scripts) used to evaluate the effectiveness of processes and controls, and adherence to applicable Laws/Rules/Regulations, policies, and procedures. This role requires partnering effectively with Global Compliance Operational Risk (GCOR), as well as various teams within GRA/EIT who provide operational, data sourcing, and technology infrastructure support. The outputs of the methodologies will be used to drive process improvements and timely detection of errors. The Data Quality Testing Lead provides data testing oversight, resource management, and escalation/resolution of test execution issues, as needed, to ensure timely, complete and seamless execution of data quality tests. The role requires critical thinking and willingness to dig into the details of both existing and new methodologies to ensure they are fit for purpose. The candidate must be a strong communicator and able to effectively explain the rationale and details of the methodologies to a broad set of audiences that include key senior stakeholders across the Bank, as well as auditors and regulators. Desired Education, Skills, and Experience <ul> <li>Bachelor’s degrees or above in fields including but not limited to: Finance, Economics, Mathematics, Computer Science, Statistics, Process and Mechanical Engineering, Operations Research, Data Science, Accounting, Business Administration</li> <li>5-7 years minimum experience in regulatory reporting, data, compliance, or risk functions</li> <li>Experience applying quantitative methods such as modelling, data analytics, machine learning, and statistics to develop business solutions</li> <li>Programming skills (e.g., Python) and solid understanding of Software Development Life cycle principles</li> <li>Knowledge of financial services industry and related regulations</li> <li>Digital fluency</li> </ul> Required Skills <ul> <li>Adept at detecting and remediating organizational / process weaknesses and deficiencies</li> <li>Feels ownership and accountability for delivering high quality work, able to balance multiple priorities and meet strict deadlines </li> <li>Strong written, verbal, presentation creation and delivery skills</li> <li>Well organized with attention to detail</li> <li>Ability to manage teams to deliver high quality work in a timely manner</li> <li>Willing to challenge the status quo and with a track record of driving change </li> <li>Experience implementing process improvements and automation </li> <li>Intellectual curiosity</li> <li>Strong data quality mindset</li> <li>Advanced Microsoft Office skills </li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Data Quality Testing Lead (Transaction & Conformance & Controls)

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: Client Service Associates will be co-located at a central site, and report into the Client Service Manager and provide shared support for advisors who have a short term need. <ul> <li>The Client Service Associates (CSA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).</li> <li>You will be part of a team of CAs supporting specific advisors and their clients. CSA’s may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.</li> <li>For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.</li> </ul> Responsibilities include: <ul> <li>End-to-end onboarding process; including systems, documentation, and follow-up</li> <li>New account opening and maintenance</li> <li>Phone coverage for assigned advisors</li> <li>IAP enrollment and maintenance</li> <li>Process and manage client servicing requests and account maintenance</li> <li>Drive digital client engagement</li> <li>Use Salesforce to track daily activities</li> </ul> Required Qualifications: <ul> <li>1+ years' experience working in a client servicing operations capacity or banking/ financial industry</li> <li>Proficient in Microsoft Word, Excel </li> </ul> Desired Qualifications: <ul> <li>Undergraduate Degree</li> <li>Knowledge of investment and banking products, policies &amp; procedure</li> <li>The candidate should respond well to changing and evolving job duties and expectations.</li> <li>Strong technological skills are desired</li> <li>Bilingual – Spanish</li> <li>Bilingual - Mandarin Chinese</li> <li>Bilingual - Portuguese</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Prioritization</li> <li>Administrative Services</li> <li>Emotional Intelligence</li> <li>Time Management</li> <li>Organizational</li> <li>Detail Oriented</li> <li>Multi-tasking</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 37.5

Client Service Associate

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 conducting routine analysis, research, and investigations in diversified compliance operations aligned to the bank’s Financial Crimes Enterprise Policy and the Financial Crimes Global Standard. Key responsibilities include executing against regulatory requirements and economic sanctions compliance practices, understanding and anticipating inherent risks to the business, and building and maintaining business relationships. Responsibilities: <ul> <li>Performs day-to-day activities aligned to the team's common goals, strategy, and metrics and works on improving capabilities through learning and development</li> <li>Identifies and analyzes problems related to product lines or functions and develops and implements process improvements to address and resolve issues</li> <li>Provides quality assurance review and testing on operating key controls</li> <li>Supports special projects that represent significant risk exposure and identifies and escalates risks accordingly with a sense of urgency</li> <li>Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and external clients</li> <li>Interprets and analyzes information gathered from numerous applications and third party sources and identifies issues that prompt further inquiry</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Analytical Thinking</li> <li>Critical Thinking</li> <li>Data Collection and Entry</li> <li>Data Quality Management</li> <li>Collaboration</li> <li>Decision Making</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Problem Solving</li> <li>Research Analysis</li> <li>Customer and Client Focus</li> <li>Innovative Thinking</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Quality Assurance</li> </ul> Required Background: Must be Year Up intern with Bank of America Shift:1st shift (United States of America) Hours Per Week: 40

Operations Control Analyst - Year Up

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 supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: <ul> <li>Operates as a back up financial center leader within a market</li> <li>Manages client traffic, engaging and appropriately routing clients, and fostering client retention</li> <li>Manages business results through formalized management routines and coaching</li> <li>Creates a world class client experience environment</li> <li>Manages market-level initiative prescribed by market leaders</li> <li>Drives operational excellence</li> </ul> Required Qualifications: <ul> <li>1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team</li> <li>Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals</li> <li>Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction</li> <li>Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability</li> <li>Proven record of balancing risk and making sound decisions while achieving business goals</li> <li>Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service</li> <li>Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results</li> <li>Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills</li> <li>Proficiency in computer skills and professional programs (for example, Microsoft Office)</li> <li>Availability to work weekends and/or extended hours as required to run the business</li> <li>Must be able to travel to any financial center within the defined market</li> </ul> Desired Qualifications: <ul> <li>1+ years of management experience including hiring, coaching and developing direct reports</li> <li>Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality</li> <li>Bachelor’s Degree in related field</li> <li>Bilingual (fluent verbal and written)​​</li> </ul> Skills: <ul> <li>Coaching</li> <li>Customer Service Management</li> <li>Customer and Client Focus</li> <li>Performance Management</li> <li>Talent Development</li> <li>Business Operations Management</li> <li>Recruiting</li> <li>Result Orientation</li> <li>Risk Management</li> <li>Sales Performance Management</li> <li>Inclusive Leadership</li> <li>Leadership Development</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Market Financial Center Manager - Asheville - Knoxville 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: This job is responsible for preparing and reviewing documentation in accordance with the bank's policies and procedures to facilitate closings with the client and ensure lien perfection. Key responsibilities include working on highly complex documentation, supporting Loan Administrators with their primary responsibilities, and assisting the Market Leader in directing workflow and performing quality assurance. Job expectations include working with company vendors, legal counsel, line partners, and clients to ensure world class documentation accuracy. Line of Business Job Description: Syndicated and Corporate Lending Document Administrators lead the pre-closing and closing process for Corporate and Commercial lending units, including Syndicated, Participation-Bought and Direct Credit Facilities. Acting as the loan closer, the Document Administrator is responsible independently reviewing the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Additionally, the loan closer manages the incoming and outgoing payments required from the Borrower and Lenders and books the new commitment, amendment, or restructure updates in the Loan IQ system of record. This role works closely with Client Manager, Credit and Portfolio Officers, Agency Management, Internal and External Legal Counsel and many internal operational support units to ensure seamless execution of transaction. Document Administrators demonstrate time schedule flexibility to accommodate deal closing requirements. Responsibilities: <ul> <li>Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered in an accurately and timely manner</li> <li>Leads documentation, due diligence and collateral perfection, and monitoring of loan documentation for a specific market segment</li> <li>Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework</li> <li>Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements</li> <li>Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding</li> <li>Works closely with Client Managers, Credit and Portfolio Officers, agency management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions</li> </ul> Required Qualifications: <ul> <li>2+ years of experience with commercial lending</li> <li>Familiarity with commercial credit or commercial loan terminology</li> <li>Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments</li> <li>Highly organized, proactive, and able to plan, prioritize and manage deliverables</li> <li>Strong written and verbal communication skills; able to target messaging to different audiences</li> <li>Effective problem-solving skills</li> <li>Proficient computer skills, including Windows, Excel, Word, and Outlook</li> <li>Can work independently while balancing early escalation to ensure seamless closing</li> <li>Adapts well to a quickly evolving environment</li> </ul> Desired Qualifications: <ul> <li>Syndicated loan experience </li> <li>Finance, accounting, or mathematical background</li> <li>Experience with LoanIQ </li> <li>Bachelor’s degree or equivalent loan administration experience</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Due Diligence</li> <li>Prioritization</li> <li>Adaptability</li> <li>Data Collection and Entry</li> <li>Oral Communications</li> <li>Research</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

160 Jobs in Charlotte, NC, USA