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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. 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

Bank of America

Data Quality Testing Lead (Transaction & Conformance & Controls)

Job Description: The candidate would support the US Economics team in analyzing, forecasting and communicating house views. This job will involve working with large data sets, taking ownership of coverage of certain sectors of the economy, helping to run macro models and assisting senior economists in the team with research projects. The candidate will also assist in compiling regular daily and weekly reports. There will be interaction with the sales force and traders, with some time spent sitting on the trading floor to analyze economic and Federal Reserve releases. This job also requires initiative and independent judgment to proactively generate and execute research ideas, and respond to internal (sales force and traders) and external client questions and requests. Responsibilities <ul> <li>Write regular reports on economic events and their impact on the market</li> <li>Write thought pieces on broader macroeconomic issues</li> <li>Take over primary coverage of key sectors of the US economy</li> <li>Work with Senior Analysts to develop key themes</li> <li>Assist Senior Analysts in creating and updating presentation materials for client meetings and events</li> <li>Develop databases integral to different research products</li> <li>Seek out new, value-added, and/or unusual sources of information</li> <li>Leverage our robust internal data set</li> </ul> Requirements <ul> <li>PhD-level coursework in economics. PhD preferred but not required</li> <li>1-2 years of relevant work experience preferred</li> <li>Demonstrate knowledge of Econometrics</li> <li>The candidate must be able to thrive in a fast-paced and intense environment</li> <li>Strong writing and spreadsheet skills. Must be an expert at MS Excel</li> <li>Experience working with statistical packages and/or programming experience</li> <li>Must have excellent communication skills, written and verbal</li> <li>Must have strong attention to detail, ability to multi-task</li> <li>Must work well in a collaborative team environment</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Associate, US Economics, Global Research

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 role is responsible for maximizing the value for our Access Management products, at the program level in a scaled Agile model. Key responsibilities include defining the vision and roadmap for the Access portfolio, defining and prioritizing the features/epics in the program backlog, and articulating this to both stakeholders and development teams. This role works closely with stakeholders to understand their needs, and with Products Owners to ensure they are aligned on priorities. They support and collaborate with the Portfolio Product Executive on financials throughout delivery. They are experts of the products, business or technology domain, and the industry in which the product competes. Primary Level of Engagement: Works at the program level. Can be an individual contributor or manager of talent. Primary Interactions: <ul> <li>Product Owner</li> <li>Analyst</li> <li>Release/Solution Train Engineer</li> <li>Delivery Lead</li> <li>Architect/Senior Architect</li> <li>Senior/Principal Engineer</li> <li>Technology/Senior Technology Mgr.</li> <li>Product Owner Community of Practice</li> <li>GIS Senior Executives</li> </ul> Primary Responsibilities: <ul> <li>Mentors and provides guidance to team members to foster a collaborative and knowledgeable environment.</li> <li>As an expert, create the vision and roadmap for the program based on customer requirements, industry trends, regulations, and the strategic direction for the business or technology domain.</li> <li>Provide input into defining business capabilities and aligning them to products or creating new products to support them.</li> <li>Articulate the business value to Product Owners so they understand product and strategy; Ensure alignment across product roadmap to achieve portfolio objectives.</li> <li>Create and prioritize features/epics in the program backlog; empowered to make decisions about trade-offs with emerging work versus planned work.</li> <li>Refine features/epics with the Product Owners to ensure there is enough “ready” work for the upcoming 1-2 quarters.</li> <li>Review and accept features/epics and is empowered to make on-the-spot decisions on scope and requirements.</li> <li>Work in partnership with the Product Owners and the teams to ensure that optimum value is obtained through technology and through an advanced understanding of the business and industry trends.</li> </ul> Required Qualifications: <ul> <li>7+ years of experience at an Enterprise level for IAM, Product Management and/or related field</li> <li>Strong understanding of IAM concepts, frameworks, and technologies</li> <li>Experience working in agile methodologies and product management matched by a track record of driving successful transformation.</li> <li>Exceptional interpersonal skills and a collaborative spirit that enables you to work effectively with stakeholders at all levels, and communicate product vision, strategy, progress and gather feedback to drive capability improvements.</li> <li>Strong analytical skills with high attention to detail and accuracy with the ability to use data to communicate change.</li> </ul> How: <ul> <li>Planful: Thoughtfully setting, proactively managing, and predictably achieving commitments through strategy, process, communication, and delivery.</li> <li>Ownership: Acceptance of full responsibility for delivery outcome – “buck stops here” mentality. And collaboratively addressing problems as they arise.</li> <li>Connected: Clear orientation and understanding of where you, your team, your work/priorities join with others in a common goal.</li> <li>Consistency: Drive toward and adoption of logical, efficient, and sustainable processes and tools to achieve predictable results.</li> <li>Accuracy: Achieving business value (as agreed with key stakeholders and control partners) within defined tolerance across measurable parameters (scope, schedule, cost).</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Product Manager - Identity and Access Management (IAM) Identity/Access Lead

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </li></ul> Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Schedule: Monday-Friday Open availability required + some Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate- Consumer Investments- East San Gabriel Valley Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for handling day-to-day Operations processes and working towards deadlines. Key responsibilities include completing all workflows, providing guidance to other team members, assisting internal business partners, and providing functional expertise. Job expectations include performing routine and various item processing functions under moderate supervision within a process that has built-in checks and balances. Responsibilities: <ul> <li>Contributes to overall success of an Operations team as an individual contributor</li> <li>Handles operational activities and queries for either single or multiple Lines of Business across the enterprise</li> <li>Adheres to deadlines set internally within the business unit or those in agreed Service Level Agreements with internal or external business partners</li> <li>Provides functional expertise knowledge to projects or initiatives relating to the business unit</li> <li>Maintains internal operational and financial controls and works within the risk appetite of the business unit</li> <li>Continues to review processes to ensure they are efficient and implements process improvement opportunities</li> </ul> Skills: <ul> <li>Active Listening</li> <li>Adaptability</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Data Collection and Entry</li> <li>Critical Thinking</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Planning</li> <li>Reporting</li> <li>Account Management</li> <li>Conflict Management</li> <li>Decision Making</li> <li>Inclusive Leadership</li> <li>Process Management</li> </ul> Required Background: Must be a current Year Up intern at Bank of America Shift:1st shift (United States of America) Hours Per Week: 40

Lead Operations Representative - Year Up

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

Merrill Financial Solutions Advisor - Palm Beach Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: <ul> <li>Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities</li> <li>Assists, educates, and trains clients on conducting simple transactions through self-service technologies</li> <li>Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy</li> <li>Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping</li> <li>Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements</li> </ul> Skills: <ul> <li>Active Listening</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</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

Senior Banker - Bilingual Spanish Language Preferred

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </li></ul> Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Schedule: Monday-Friday Open availability required + some Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate- Consumer Investments- CA Coastal Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for handling complex and escalated customer situations regarding possible fraudulent account activity. Key responsibilities include receiving inbound calls and takes appropriate action requiring accuracy on complex transactions. Job expectations include performing functions related to research and resolution of fraudulent activity, service support, and delivering practical, innovative solutions to clients while focusing on retention and re-establishing client confidence. Responsibilities: <ul> <li>Services banking products with high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent activity and restrict account activity</li> <li>Assists Fraud Strategy partners with development of new tactics by facilitating controlled tests and simulations within the production environment</li> <li>Tests existing customer facing capabilities (credit, debit, transactions, deposit activity, and online activities) for unknown vulnerabilities resulting in potential fraudulent exploitation and unplanned loss</li> <li>Participates in triage related to Executive Escalations &amp; Incident Response fraud activities</li> <li>Reviews and investigates reports of suspected fraudulent activity with accurate recording of data captured during client interactions</li> <li>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</li> </ul> Skills: <ul> <li>Customer and Client Focus</li> <li>Data Collection and Entry</li> <li>Due Diligence</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Adaptability</li> <li>Attention to Detail</li> <li>Policies, Procedures, and Guidelines</li> <li>Written Communications</li> <li>Business Acumen</li> <li>Collaboration</li> <li>Critical Thinking</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Required Background: Must be a current Year Up intern at Bank of America Shift:1st shift (United States of America) Hours Per Week: 40

Sr Fraud 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 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. . Spanish Language Required 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

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