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Job Description: ABOUT US: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! JOB DESCRIPTION: This job is responsible for providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products. Line of Business Job Description: Anti-Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. RESPONSIBILITIES: <ul> <li>Confirms loan documentation for accurate trade settlements</li> <li>Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups</li> <li>Manages post-trade management and logistics, settlement pricing, and closing coordination</li> <li>Analyzes and resolves highly complex operational problems</li> <li>Supports ad-hoc projects for new processes or industry initiatives</li> <li>Processes loans end-to-end with accurate data input into various credit and operating systems</li> <li>Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines aligned to more complex Jurisdictions and/or client structures.</li> <li>Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.</li> <li>Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements</li> <li>Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to Ensure all refresh requirements are met</li> <li>Ensure all jurisdictional regulatory requirements related to KYC are adhered to support business with KYC related queries and requests</li> <li>Participate in remediation, internal/external Audits </li> </ul> Required Skills: <ul> <li>2+ years financial services experience, with at least one year of AML and/or KYC experience</li> <li>Highly developed business acumen for the review and management of detailed documentation.</li> <li>Documented experience performing in a process-oriented production environment that changes periodically</li> <li>Appropriately identify and escalate risk</li> <li>Expert experience with MS Office Suite (Excel/Word/Outlook/Access) </li> <li>Proven ability to work in a team environment</li> <li>multiple assignments simultaneously</li> <li>Proven ability to successfully meet tight deadlines while ensuring data accuracy and integrity</li> <li>Proven ability to work and execute with minimal supervision</li> </ul> Desired Skills: Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) experience SKILLS: • Data Collection and Entry • Recording/Organizing Information • Attention to Detail • Critical Thinking • Research • Fraud Management • Risk Management • Interpret Relevant Laws, Rules, and Regulations • Quality Assurance • Problem Solving • Adaptability • Customer and Client Focus • Prioritization • Result Orientation • Written Communications Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

AML Refresh Ops - Ops Professional MKTS (Global Banking)

Job Description: Job Description: Non-Yen Debt Operations team is responsible for the settlement/client services and corporate action controls for foreign fixed income products traded by BofASJ. Fixed Income products in scope are Non Yen Bonds (cash and repo). Responsibilities: 1) Settlement control for bonds traded by BofASJ/Affiliates sales and trading desks 2) Perform day to day on Client Service function/Settlement monitor in BofASJ entity 3) Generate regulatory report for FSA, BOJ and legal ledgers as stipulated by regulation 4) Customer/Broker services including Settlement confirmation and support of inquiries 5) Corporate Action (Coupon/Redemption Payments) Requirements: - Strong quantitative and analytical skills - Ability to work under pressure while adhering to tight deadlines - Strong team player and ability to work well independently and collaboratively with peers and stakeholders - Attention to details and the ability to process tasks accurately and in a timely manner - Control focused with a good understanding of risks and the impacts of errors - Proficient in using Excel and other MS applications - Business level in written and spoken English / Japanese - Background in Securities Operations is preferable Other Qualifications: ∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions - Excel in working among diverse viewpoints to determine the best path forward - Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner - Commitment to challenging the status quo and promoting positive change. - Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base - Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Officer, Markets Support Analyst, Japan, Global Markets 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: Job Description The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (e.g., asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process including the ongoing monitoring of traditional and alternative strategies. The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform, which includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees and working on team projects. The ideal candidate will possess: <ul> <li>Strong General Partner (GP) network to source high quality fund investments.</li> <li>Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit. </li> <li>Company specific modelling and valuation skills necessary to assess underlying private company investments.</li> <li>Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens.</li> <li>Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way.</li> <li>Strong presentation skills are a plus.</li> <li>Must be comfortable dealing with senior executives at private market firms.</li> <li>Team player comfortable working across Investment Solutions Group (ISG) and Business lines</li> <li>Travel (approximately 25%is involved to meet fund managers and attend annual meetings.</li> </ul> Qualifications/Desired Skills: <ul> <li>Master’s degree preferred. Advanced designation (CFA, CAIA, CPA) preferred.</li> <li>Minimum of 7+ years of investment experience with a strong focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real-Estate, or Infrastructure. </li> <li>Additional skills include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes.</li> <li>Series 7 and 66 licenses or ability to obtain within 120 days of hire required</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Causation Analysis</li> <li>Presentation Skills</li> <li>Research</li> <li>Critical Thinking</li> <li>Oral Communications</li> <li>Written Communications</li> <li>Active Listening</li> <li>Data Quality Management</li> <li>Trading and Investment Analysis</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Private Markets Due Diligence Analyst

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! Trust Officer II (TO II), Private Banking, Jacksonville, FL - Trust Officers focus on serving the personal trust and fiduciary needs of affluent clients as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships with the following primary objectives: Enhance the client experience by building and maintaining strong client relationships, deepening their relationships across a spectrum of needs and assist in development or referral of client solutions as needed by client. The Trust Officer role will be service focused and will leverage support teams on client servicing needs while often being the primary point of contact to the client. This role will have higher gearing (approximately 275-350 core client accounts). Responsibilities: <ul> <li>Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews</li> <li>Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance</li> <li>Works with Market leaders and engages clients and prospects to plan, build, and transfer wealth tailored to their unique goals, while delivering a high-quality experience</li> <li> Ensures compliance with regulatory and legal requirements related to client accounts and portfolios</li> <li>Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects</li> </ul> Requirements: <ul> <li>3-5 years of trust specific work experience with proven success in a personal trust role is required.</li> <li>Solid understanding of trust product capabilities and enthusiastic about opportunities to serve the needs of trust clients.</li> <li>Excellent communication and written skills.</li> <li>Demonstrates the ability to communicate complex issues in a clear, understandable manner.</li> <li>Demonstrates accuracy, thoroughness, and completeness in all tasks.</li> <li>Excellent organizational, prioritization and time management skills, detail oriented, with consistent follow-up skills.</li> <li>Able to develop trust, rapport, and respect with clients and internal partners.</li> <li>Develops strong interpersonal relationships and fosters collaboration among team members and business partners supporting the enterprise and Private Bank objectives.</li> <li>Computer literate with preferred capabilities to run sophisticated trust applications and systems.</li> <li>BS/BA degree strongly preferred.</li> </ul> Skills: <ul> <li>Business Development</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Risk Management</li> <li>Wealth Planning</li> <li>Client Experience Branding</li> <li>Client Solutions Advisory</li> <li>Decision Making</li> <li>Presentation Skills</li> <li>Process Management</li> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Financial Analysis</li> <li>Planning</li> <li>Prospecting</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not make you eligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Trust Officer II (TO II)

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: Philanthropic Client Managers (PCMs) are experts in the management of philanthropic investment management and trust accounts. They are responsible for providing client support and executing our fiduciary duties in compliance with all laws, regulations, policies and procedures. Philanthropic Client Managers are also responsible for considering account the unique aspects of their clients circumstances in order to proactively provide advice and solutions to clients in nonprofit and private philanthropy accounts. Additionally PCMs have shared responsibility with the Senior/Institutional Sales Director (ISD), ICA, PCA and National Practice Experts (NPEs) for the management and growth of their relationships and shared responsibility with the Market Philanthropic Executives (MPEs) and Institutional Client Executive/Director (ICE/Ds), as appropriate, for delivering client service and overall client satisfaction for their largest and most valuable relationships. The Charitable Gift Fund, Bank of America’s donor-advised fund, allows high net worth clients to receive immediate tax deductions for charitable contributions and to recommend grants to public charities over time. In 2024 the CGF took in $1.4B in charitable contributions from clients and facilitated approximately $1B in grants to approved charities. The CGF has grown 20% per year (AUM) over the last five years, outpacing growth in the Donor-Advised Fund industry nationwide. With ongoing investment in technology and its team, the CGF is preparing for projected further growth. This is an opportunity to join a tight-knit team in a growing line of business and to make positive impacts for clients and their charities. As a member of the Client Services team, this individual will provide high quality communications and service for CGF clients and their financial advisors. This position will report to the Service Team Lead and work closely with peer team members, the CGF Operations team, and the CGF's outside processing partner. Responsibilities include but are not limited to: <ul> <li>Answering incoming calls, emails and voice messages to address questions and resolve client issues</li> <li>Following up promptly and thoroughly, carrying through to resolution and/or escalating for help as soon as needed</li> <li>Learning routines and developing knowledge to review and approve grant recommendations</li> <li>Communicating with clients, ML FAs and PB client teams, and charities to verify IRS-eligibility for charities and grant purposes</li> <li>Accurately handling and processing a significant volume of work under daily/weekly deadlines</li> <li>Meeting expectations in line with experience for productivity levels</li> <li>Helping with project-based work as needed</li> <li>Limited time off during year-end (due to giving season)</li> </ul> Desired skills and attributes: <ul> <li>Able to work and adapt in a fast-paced, collaborative, team environment</li> <li>Able to develop trust, rapport and respect with CGF team members and vendor partners</li> <li>Able to multi-task effectively and work independently (and with the team)</li> <li>Able to prioritize, manage details and follow through 100% of the time</li> <li>Able to listen actively and correctly identify issues/concerns</li> <li>Able to exercise good judgment leading towards resolutions or escalations</li> <li>Able to communicate clearly, professionally and efficiently on phone and via email</li> <li>Able to use Microsoft Office and learn additional systems</li> <li>Able to work in-office minimum of 3 days per week</li> <li>Able to work extended hours/overtime, especially during year-end</li> <li>Customer service and financial services or non-profit/philanthropic experience preferred</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Business Acumen</li> <li>Client Management</li> <li>Collaboration</li> <li>Relationship Building</li> <li>Active Listening</li> <li>Business Case Review</li> <li>Business Development</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Account Management</li> <li>Strategy Planning and Development</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability Shift:1st shift (United States of America) Hours Per Week: 40

Philanthropic Client 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: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Shannon Southpark Financial Center

Job Description: <ul><li> Job Description Summary At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. 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. 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. </li></ul> <h2>Hiring Requirements</h2> <h3>Job Details</h3> <ul> <li> Job ProfileJob Profile <ul><li> BQ255 - ADP Financial Solutions Advisor Registration Candidate </li></ul> </li> <li> Job Families for Job ProfilesJob Families for Job Profiles <ul> <li> ADV2B - No </li> <li> Advice and Guidance </li> <li> Band 6 </li> <li> Financial Advisors </li> <li> Relationship Management </li> </ul> More (4) </li> <li> Worker Sub-TypeWorker Sub-Type <ul><li> EE - Regular Employee </li></ul> </li> <li> Worker TypeWorker Type <ul><li> Employee </li></ul> </li> <li> Time TypeTime Type <ul><li> Full time </li></ul> </li> <li> Primary LocationPrimary Location <ul><li> US - CA - San Leandro - 1925 Marina Blvd - SAN LEANDRO INDUSTRIAL CENTER (CA4146) </li></ul> </li> <li> Primary Job Posting LocationPrimary Job Posting Location <ul><li> US - CA - San Leandro - 1925 Marina Blvd - SAN LEANDRO INDUSTRIAL CENTER (CA4146) </li></ul> </li> <li> Additional LocationsAdditional Locations (empty) </li> <li> Additional Job Posting LocationsAdditional Job Posting Locations (empty) </li> <li> Scheduled Weekly HoursScheduled Weekly Hours 40 </li> <li> Work ShiftWork Shift <ul><li> 1st shift (United States of America) </li></ul> </li> <li> Recruiting Start DateRecruiting Start Date 01/06/2025 </li> <li> Target Hire DateTarget Hire Date (empty) </li> <li> Target End DateTarget End Date (empty) </li> </ul> <h2>Additional Information</h2> <ul> <li> Union Membership from Job ProfileUnion Membership from Job Profile (empty) </li> <li> Allowed Unions from Job ProfileAllowed Unions from Job Profile (empty) </li> </ul> <h2>Collective Agreement Details</h2> <ul><li> Collective AgreementCollective Agreement (empty) </li></ul> <ul><li> Job DescriptionJob 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. Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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. Required skills: <ul> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.</li> <li>Communicates clearly and confidently with clients from all walks of life.</li> <li>Works well with others and collaborates productively to get things done.</li> <li>Can manage complexity, prioritize tasks and execute in a fast-paced environment.</li> <li>Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.</li> </ul> Desired skills: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.</li> </ul> </li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee: North Monroe Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This role is on the Global Funding team within Treasury, specifically the Treasury Capital Markets Execution team within Global Funding. Global Funding strives to utilize its global presence to provide efficient funding strategies across the enterprise in the most cost effective manner, while managing the risks associated with those strategies. The Treasury Capital Markets Execution Team is tasked to manage all aspects of debt and capital markets activity to support the liquidity and capital management objectives of the company, supporting market execution, analytics, and governance across a broad set of debt and capital products. The team has responsibility in 4 core Treasury functions: (1) management and execution of market facing funding activities for long-term products including debt and capital securities, primarily at BAC and Bank of America, NA; (2) partnership with Global Markets for structured notes (3) analytics for global credit and capital markets as well as the debt and capital security footprint; and (4) relationship management with relevant underwriters across the globe. The activities and capabilities managed by the desk provide critical access to market-based funding which goes towards achieving GF’s purpose of keeping the Parent and Bank properly funded at all times. The role requires critical thinking about how the company manages its liquidity and capital footprint through evolving market and regulatory environments with an emphasis on attention to detail, teamwork and strong communication skills. The Treasury group provides an opportunity to gain broad knowledge about the Company and its many businesses as well as the global markets in which we transact. Global Funding employees interact daily with internal and external constituents including business lines, other Treasury functions such as Balance Sheet Management (BSM), Finance, Enterprise Capital Management (ECM) and Global Liquidity Management (GLM), internal control partners, regulators, and market participants. This role requires critical thinking about the many challenges facing our company and industry with an emphasis on attention to detail, teamwork, and strong communication skills. The Treasury group provides an opportunity to gain broad knowledge about the company and its many businesses as well as the global markets in which we transact. Your day-to-day experience will be varied and challenging, and will allow you to extend your skills within various disciplines, such as market analysis, funding/capital/liquidity optimization, and transaction management. Key Responsibilities: <ul> <li>Develop strategies for funding execution, assessing market capacity, diversification, and financial impacts based on qualitative and quantitate analysis</li> <li>Manage real-time deal execution process of debt and capital instrument offerings and communicate relevant deal updates to internal leadership and regulators</li> <li>Analyze, propose, and execute strategic liability management actions to achieve targeted optimization of key metrics (P&amp;L, NII, regulatory ratios, etc.)</li> <li>Monitor and analyze trends in the primary and secondary global debt and capital markets, with a primary focus on BAC and peer debt and capital instruments, to provide market insight, communicate risks and actionable recommendations to Global Funding leadership</li> <li>Engage with external counterparties (syndicate, debt capital markets, traders and diversity firms) on markets and deal-related dialogue</li> <li>Maintain knowledge of current and proposed regulations to understand potential market and company-specific impacts</li> <li>Monitor market environment and anticipate how external market factors may affect access to funding. React appropriately and elevate key risks</li> <li>Ensure ready access to market funding sources, including operational preparedness and program documentation necessary to transact across all product capabilities of the desk</li> <li>Produce liability and capital footprint analytics for management reporting and ad hoc financial analysis</li> <li>Produce concise presentations and email summaries of market analyses and conclusions</li> <li>Participate in stress testing and recovery and contingency planning exercises, providing expertise on funding dynamics in various scenarios</li> <li>Prepare routine materials for regulators and coordinate responses to ad hoc requests</li> <li>Perform ad-hoc projects, financial analysis related to the Company's debt and capital security footprint and prepare management reporting</li> <li>Implement routines and a robust control environment that achieves compliance with all policies, procedures and directives relating to execution</li> <li>Engage with Global Markets team to understand structured note forecasts, risks, and opportunities to facilitate responsible growth of business</li> </ul> Required Qualifications: <ul> <li>7+ years finance or markets experience (Treasury, Trading, or Finance)</li> <li>Understanding of markets, liquidity, financial math and risk</li> <li>Strong Excel and PowerPoint skills</li> <li>Strong analytical and decision-making skills</li> <li>Critical thinking, attention to detail, analytical and investigative problem solving skills</li> <li>Ability to work independently, with a team, with minimal supervision and efficiently prioritize tasks</li> <li>Ability to communicate effectively across a broad range of constituents in verbal, written and presentation forms</li> <li>Ability to build and maintain strong relationships across the Enterprise</li> <li>Ability to thrive in a fast-paced, demanding environment, adapt to changing priorities and demonstrate initiative</li> <li>Inquisitive, willing to challenge the status quo and strive to improve processes</li> <li>Comfortable leading an initiative as well as playing a support role on a broader team</li> </ul> Desired Qualifications: <ul> <li>Undergraduate degree with economics, finance, or quantitative focus or related work experience</li> <li>Strong understanding of fixed income and currency markets, in particular debt and capital instruments</li> <li>Familiarity with financial regulatory environment</li> <li>Bloomberg and other market sources</li> <li>SQL and/or other advanced data manipulation skills</li> <li>Tableau</li> <li>Python</li> </ul> <ul><li>CFA</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank Funding Senior Trader

Your Job John Zink Hamworthy Combustion is seeking a highly motivated self-starter to be part of our Tulsa R&amp;D Test Facility Instrumentation and Controls team. This is an outstanding opportunity to join an industry-leading test facility with an interesting and challenging work environment. What You Will Do <ul> <li>Perform calibrations for combustion emission analyzers, transmitters, and other test instrumentation.</li> <li>Conduct instrument preventive maintenance and checks of equipment safety instrumentation.</li> <li>Assist with the installation of instrumentation, controls, and electrical equipment required for R&amp;D testing, including layout, installation, and field checking new metering, control, and safety devices.</li> <li>Troubleshoot and repair instrumentation and controls equipment.</li> <li>Develop and implement process improvements to continuously improve facility safety and operational efficiencies.</li> </ul> Who You Are (Basic Qualifications) <ul> <li>Knowledge of basic methods and techniques for electrical/instrument equipment calibration, troubleshooting, and diagnostics.</li> <li>Knowledge of electrical and electronic circuits and able to interpret electrical schematics and one-line drawings.</li> <li>Ability to become certified and be able to work at heights up to 100' in aerial lifts.</li> <li>Ability to work full time in all outdoor conditions in full FR coveralls.</li> <li>Ability to lift and carry 50 lbs. when required.</li> <li>Ability to work 10-hour daily shifts as well as scheduled and unscheduled overtime when required.</li> <li> High school diploma or GED. </li> </ul> What Will Put You Ahead <ul> <li>Basic knowledge of Allen Bradley PLC control Logix and Wonderware SCADA systems.</li> <li>Experience with calibrating/repair of Thermo-scientific, Ametek, or other combustion analyzers.</li> <li>Experience with configuration and calibrating process instruments with a HART communicator.</li> <li>Experience with electric heat trace, installation, and troubleshooting.</li> <li>Strong computer skills and experience with software such as MS Word, Excel, and Outlook.</li> <li>Electrical journeyman’s license.</li> <li>Experience with 480-volt electrical circuit installation and troubleshooting.</li> <li>Technical School/Associate's degree or higher.</li> </ul> At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy. Hiring Philosophy All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy <a href="https://jobs.kochcareers.com/pages/culture" target="_blank">here</a>. Who We Are As a Koch Engineered Solutions company, John Zink Hamworthy Combustion (JZHC) is a global leader in emissions control and a pioneer in modern Smart Combustion solutions. Our research and development facilities make up the largest testing complex of its kind. Additionally, our worldwide service organization is the largest, most technically advanced team of its kind. We provide solutions to capture emissions, destroy pollutants, manage waste and heat vital processes to help industries operate more cleanly and efficiently. At Koch, employees are empowered to do what they do best to make life better. Learn how our <a href="https://www.kochind.com/about/business-philosophy" target="_blank">business philosophy</a> helps employees unleash their potential while creating value for themselves and the company. Our Benefits Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter. Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results. Equal Opportunities Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click <a href="https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf" target="_blank">here</a> for additional information. (For Illinois E-Verify information click <a href="https://labor.illinois.gov/content/dam/soi/en/web/idol/employers/posters/e-verify/Right%20to%20Privacy%20in%20the%20Workplace_English.pdf" target="_blank">here</a>, <a href="https://labor.illinois.gov/content/dam/soi/en/web/idol/employers/posters/e-verify/Right%20to%20Privacy%20in%20the%20Workplace_Spanish.pdf" target="_blank">aquí</a>, or <a href="https://labor.illinois.gov/content/dam/soi/en/web/idol/employers/posters/e-verify/Right%20to%20Privacy%20in%20the%20Workplace_Polish.pdf" target="_blank">tu</a>). #LI-CG1

Koch Industries

Instrumentation and Controls Technician

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