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<h2 id="jobDescriptionHeading"> Job Description </h2> Overview Join our team as a day shift, full-time, Desktop Support Tech in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul><li> Thrive: We empower our team with career growth opportunities, tuition assistance, and resources that support your wellness, education, and financial well-being. </li></ul> <ul><li> People-First: We prioritize your well-being with paid time off, comprehensive health benefits, and a supportive, inclusive culture where you are valued and cared for. </li></ul> <ul><li> Make Healthcare Better: We use advanced technology to support our team and enhance patient care. </li></ul> Get to Know Your Team: <ul><li>Hillcrest HealthCare System (HHS) is comprised of three hospitals in Tulsa and five regional hospitals, including Hillcrest Medical Center, Hillcrest Hospital South, Tulsa Spine &amp; Specialty Hospital, Hillcrest Hospital Claremore, Hillcrest Hospital Cushing, Hillcrest Hospital Henryetta, Hillcrest Hospital Pryor, Bailey Medical Center of Owasso. Hillcrest also provides comprehensive primary and specialty care services through Utica Park Clinic and Oklahoma Heart Institute.</li></ul> Responsibilities <ul> <li>The position for a Desktop Support Technician who works as a self-starter. </li> <li>The positions requires in depth technical knowledge and expertise. </li> <li>Uses best practices and knowledge of business process to improve I.T. services and user experience. </li> <li>Solves complex problems; trouble shooting skills, optimize systems, takes new perspective in identifying solutions. </li> <li>Ability to Support Windows 10/11, Microsoft Exchange/Outlook Client, Microsoft Office Products, Laptop Backup and Encryption, Mobile Iron, Citrix, knowledge of SCCM. </li> <li>Able to do Remote support, Basic Understanding: Active Directory, WINS, DNS, LAN/WAN, TCP/IP, VPN and DHCP, IOS and Android devices and network printing.</li> </ul> Qualifications Job Requirements: <ul><li> Minimum of one year experience in Information Systems / Network Administration.</li></ul> Preferred Job Requirements: <ul> <li>MCP certification</li> <li> Associates' degree in Information Systems / Computer Science or equivalent technical training.</li> </ul>

Hillcrest Medical Center

Desktop Support Tech

<h2>Job Details</h2> Level Experienced Job Location Oklahoma Technical College - Tulsa, OK <h2>Description</h2> Oklahoma Technical College is looking for a Plumbing Technology Lab Assistant who supports the delivery of practical, hands-on instruction in the Plumbing Technology program. This position works under the supervision of program instructors to ensure that the lab environment is well-organized, safe, and equipped for student learning. The lab assistant is responsible for preparing tools and materials, assisting students, maintaining equipment, and reinforcing safety procedures. Duties &amp; Responsibilities <ul> <li>Prepare and organize tools, fixtures, pipe materials, and instructional equipment for lab exercises.</li> <li>Assist instructors during lab activities by helping students with plumbing skills and reinforcing safety procedures.</li> <li>Supervise students in the lab/shop to ensure safe practices and appropriate tool usage.</li> <li>Maintain cleanliness and organization of the lab, including disposal of materials and recycling of components as appropriate.</li> <li>Perform routine maintenance and minor repairs on plumbing tools, training rigs, and shop infrastructure.</li> <li>Track and inventory materials, tools, and consumables; notify staff of supply needs.</li> <li>Help set up and break down lab projects, pipe-fitting assemblies, water supply and drainage system simulations.</li> <li>Support the enforcement of OSHA, campus safety, and sanitation standards.</li> <li>Attend staff meetings and complete any required safety or instructional training.</li> <li>Provide guidance and technical support to students under instructor supervision.</li> <li>Performs other duties as assigned.</li> </ul> <h2>Qualifications</h2> <ul> <li>High school diploma or GED.</li> <li>At least 1 year of hands-on experience in the plumbing trade or completion of a technical training program in plumbing.</li> <li>Working knowledge of basic plumbing tools, systems, codes, and safety practices.</li> <li>Strong organizational skills and the ability to maintain a clean and orderly work environment.</li> <li>Effective communication skills and the ability to work well with instructors and students.</li> <li>Comfortable using and maintaining basic hand and power tools used in plumbing.</li> <li>Ability to perform physical tasks in demonstration of plumbing processes and equipment which may require lifting and moving up to 50 pounds.</li> </ul> Who We Are: Community HigherEd Institute is Oklahoma’s only private non-profit technical college system based in Tulsa, Oklahoma that is dedicated to improving the lives of aspiring professionals through each of its three campuses, Community Care College, Clary Sage College, and Oklahoma Technical College. Established in 1995, The College’s mission is to transform lives and contribute to society by providing career-focused higher education opportunities that empower students to obtain successful employment, develop leadership skills, and serve their communities. The College culture is encapsulated in the C.A.R.E.S acronym that highlights the engrained mentality of all members of faculty, staff, and administration alike: courtesy, accountability, respect, excellence, and success.

Oklahoma Technical College, Tulsa

Plumbing Lab Assistant

Are you an experienced Clinical Lab Professional? Are you looking to embark on a new challenge in your career, or start your career in Clinical Lab Science? If so, LabCorp wants to speak with you about exciting opportunities to join our team at Ascension St. John Broken Arrow in Broken Arrow, OK. In this position you will work in a fast paced, customer focused, and challenging environment, and will be a part of our overall mission at LabCorp: “Improving Health, Improving Lives”.Work Schedule: Sunday-Tuesday 7:00pm-7:30am, additional coverage as needed. Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN &amp; Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please <a href="https://careers.labcorp.com/global/en/us-rewards-and-wellness" target="_blank">click here</a>. Job Responsibilities:<ul> <li>Determine the acceptability of specimens for testing according to established criteria</li> <li>Perform routine and complex technical procedures and functions according to departmental Standard Operating Procedures</li> <li>Monitor, operate and troubleshoot instrumentation to ensure proper functionality</li> <li>Demonstrate the ability to make technical decisions regarding testing and problem solving. </li> <li>Prepare, test and evaluate new reagents or controls</li> <li>Report accurate and timely test results in order to deliver quality patient care </li> <li>Perform and document preventive maintenance and quality control procedures </li> <li>Identify and replenish testing bench supplies as necessary </li> <li>Assist with processing of specimens when needed</li> <li>Maintain a safe work environment and wear appropriate personal protective equipment </li> </ul> Requirements:<ul> <li>Bachelor's degree in a Chemical or Biological science, Clinical Laboratory Science, Medical Technology or meet local regulatory (CLIA &amp; State) requirements</li> <li>Minimum 1 year of clinical laboratory testing experience is required OR an MLS degree </li> <li>ASCP or AMT certification is preferred </li> <li>Ability to work independently and within a team environment </li> <li>Proficient with computers; Familiarity with laboratory information systems is a plus</li> <li>High level of attention detail along with strong communication and organizational skills </li> <li>Must be able to pass a standardized color vision screen</li> <li>Flexibility to work overtime or other shifts depending on business needs</li> </ul> If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today!Labcorp is proud to be an Equal Opportunity Employer:Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. We encourage all to applyIf you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our <a href="https://careers.labcorp.com/global/en/accessibility" target="_blank">accessibility site</a> or contact us at <a href="#">Labcorp Accessibility.</a> For more information about how we collect and store your personal data, please see our <a href="https://www.labcorp.com/about/web-privacy-policy" target="_blank">Privacy Statement</a>.

LabCorp

Medical Laboratory Technologist

Jenks Public Schools

Special Education Teacher, Language Arts

<h2>Job Details</h2> Job Location 5666 E 81ST ST - TULSA, OK Position Type Part Time Job Shift Day Job Category Human Resources <h2>Description</h2> <h2> Holland Hall was established in 1922 and currently serves approximately 1,000 preK through 12th grade students in a coeducational setting. An Episcopal school distinguished by an excellent academic program and a student-centered environment emphasizing a holistic approach to education, we strive to provide a challenging, comprehensive educational experience grounded in a rigorous liberal arts, college preparatory curriculum that promotes critical thinking and life-long learning. We seek to foster in each student a strong moral foundation and a deep sense of social responsibility in an open, ecumenical environment. Holland Hall graduates attend colleges and universities across the country, including some of the nation’s most selective institutions. The Holland Hall community welcomes faculty and students of diverse racial, cultural, and religious backgrounds. For more information on Holland Hall, please visit <a href="http://www.hollandhall.org/" target="_blank">www.hollandhall.org</a>. </h2> This position is part-time and is primarily responsible for managing onboarding and assisting the HR department. Primary Duties: <ul> <li>Maintains accurate and up-to-date human resource files, records, and documentation.</li> <li>Performs periodic audits of HR files and records to ensure that all required documents are collected and filed appropriately.</li> <li>Answers frequently asked questions from employees relative to standard policies etc.; refers more complex questions to appropriate senior-level HR staff or management.</li> <li>Oversee the onboarding process for new hires and rehires, ensuring all progress is tracked through the applicant tracking system.</li> <li>Administer two learning management systems, including initiating training and monitoring training completion within both systems.</li> <li>Implement and administer the background and drug testing system.</li> <li>Contribute to various ad hoc projects, such as annual employee drug testing, employment verification forms, maintaining campus-wide State and Federal labor law posters, auditing files within the HRIS for accuracy etc. </li> <li>Collaborate closely with the Director of Auxiliary Programs during and leading up to Summer Programs to ensure the onboarding and verification of all student and adult workers.</li> <li>Performs other duties as assigned.</li> </ul> The above essential functions are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all duties, responsibilities, and skills. Employees are expected to perform other job-related duties as assigned. <h2>Qualifications</h2> MINIMUM EDUCATIONAL BACKGROUND DESIRED <ul> <li>Associates Degree or minimum of 1-2 years equivalent experience required. Bachelor's degree preferred. </li> <li>Proficient with the Google Suite of products and Microsoft Word and Excel required.</li> </ul> PREVIOUS RELATED EXPERIENCE DESIRED <ul> <li>Previous experience working with Paycom systems .</li> </ul> EXPECTATIONS / REQUIREMENTS FOR SUCCESSFUL PERFORMANCE <ul> <li>Exceptional organizational skills and ability to handle numerous projects at the same time.</li> <li>Excellent written, oral, and interpersonal skills.</li> <li>Creativity and flexibility as needed. </li> <li>Ability to collaborate with colleagues in departments and across campus.</li> <li>Strong computer skills. </li> <li>Must be a self-starter, team player, problem solver and able to maintain strict confidentiality standards. </li> <li>Regular attendance is required for successful completion of job duties.</li> </ul> WORKING CONDITIONS <ul> <li>Working hours to be determined. </li> <li>Primarily works indoors in standard office conditions and climate.</li> <li>Activities include walking, standing, bending, kneeling, lifting, finger dexterity, grasping, repetitive motions, talking, hearing and visual activity. The work is performed primarily indoors.</li> <li>Occasionally lift up to 30 pounds.</li> <li>May work at a desk and computer for extended periods of time.</li> <li>Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.</li> <li>This position may be eligible for hybrid work.</li> </ul>

Holland Hall

Onboarding Specialist and HR Assistant

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: <ul> <li>Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings</li> <li>Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests</li> <li>Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk</li> <li>Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA</li> <li>Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Prioritization</li> <li>Administrative Services</li> <li>Emotional Intelligence</li> <li>Referral Identification</li> <li>Written Communications</li> </ul> Desired Qualifications: <ul> <li>Energetic individual that is self-motivated, coachable and flexible in thought</li> <li>Enjoys a fast-paced environment with changing and evolving responsibilities</li> <li>Detail oriented</li> <li>Invested in personal development</li> <li>Consistently pursues client experience excellence</li> <li>Works quickly to fulfill client needs, delivering complex solutions</li> <li>Frequent communication and an abundance of discretion with sensitive information</li> <li>Microsoft Word, Excel and PowerPoint experience with Salesforce a plus</li> <li>Professional verbal and written communication​</li> <li>Bilingual Spanish Language</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 37.5

Bank of America

Wealth Management Client Associate (FP)

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 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: • 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 • Assists, educates, and trains clients on conducting simple transactions through self-service technologies • Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy • Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping • Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. • 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 helping new and existing clients based on their needs. • Has strong written and verbal communications skills. • Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). • Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. • Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws). • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • An Associate’s Degree or Bachelor’s Degree in business, finance, or a related field. • Experience working in a financial center where goals were met or exceeded. • Retail and/or sales experience in a salary plus incentive environment. • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. • Experience with financial information, spreadsheets and financial skills. • Knowledge of banking products and services. • Strong computer skills including Microsoft applications and previous experience utilizing laptop technology *Bilingual Korean preferred Skills: • Active Listening • 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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and loan Originators. Shift:1st shift (United States of America) Hours Per Week: 40

Senior Banker- Glendale Burbank area

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Position Overview: There is an immediate opening for a Merrill Private Wealth Client Relationship Manager. The ideal candidate is a team player and should possess strong coaching, relationship building, problem resolution and interpersonal skills. The position requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have excellent leadership, process and organizational skills delivered with a highly effective interpersonal style. Strength and commitment around the Optimal Practice Model and the Client Experience Standard are critical. The candidate would be actively engaged in working with PWAs, Analysts, and CAs to deliver service models beyond expectations, display strong operational knowledge and be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client Retention/Acquisition. The Private Wealth Market Client Relationship Manager (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The PWCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff. Specific responsibilities include, but are not limited to: <ul> <li>Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill</li> <li>Managing the branch's Private Wealth Management Client Associates and Service Support Staff</li> <li>Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel</li> <li>Requires diversification and experience with Bank of America and Merrill Products &amp; Services, Trend Analysis, Risk Assessment, Human Resources, and broad Industry Knowledge</li> <li>Coaching teams to deliver a modern, digital first service model focusing on client satisfaction </li> <li>Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise</li> <li>Managing the daily operations ensuring compliance to industry regulations, and policies and procedures</li> </ul> Key Qualifications for the role: <ul> <li>Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses</li> <li>Series 3, 31 licenses, if warranted</li> <li>Minimum 5+ years professional experience required</li> <li>Current or previous Merrill Wealth Management experience strongly preferred</li> <li>Self-motivated and client centric</li> <li>Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures</li> <li>Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)</li> <li>Prior trend analysis experience</li> <li>Strong customer service and communication skills</li> <li>Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate</li> </ul> Desired Skills: <ul><li>Bachelor’s degree or equivalent work experience</li></ul> Additional Details: Responsible for overall delivery and management of the client service experience for Merrill Private Wealth Management. Accountable for proactive client service, client advocacy, transition management, and problem resolution to improve the client experience. Responsible for client contact management, direct client contact and the management of service delivery from the branch office, working closely with home office service organizations to ensure superior service to all Merrill Private Wealth Management clients. Responsible for transition and coordination of clients to Merrill Private Wealth Management, including review supervision and approval of new accounts. Responsible for the coordination of recruits transitioning from the competition. Responds to and resolves complaints, working with Litigation or Compliance personnel, regarding operations/services received from clients or regulators. Responsible for utilizing PMAC to support the transition of FA accounts as well as opportunities to increase client assets. Responsible for the management and development of the branch office support staff including operations employees and the Client Associates, this includes but is not limited to conducting performance reviews with support staff and being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact for implementation of the WMW in the Market, serve as the ongoing WMW conduit for all enhancements including communications and training. Responsible for knowledge and experience associated with Operations management expanding the ability to manage the daily processes of an organization, creating operating efficiencies, understanding/designing workflows, while simultaneously focusing on future initiative and their impact to both the unit and the Firm as a whole. Responds to and resolves operations and services complaints, working with Litigation or Compliance personnel, received from clients or regulators. Responsible for identification, follow up, escalation and reconciliation of compliance and other risk matters, and partnering with CBRU and Legal when appropriate. Responsible for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an on-going basis. In partnership with OMT, responsible for reassigning accounts. Ability to monitor, assess, execute, and address client needs to ensure overall service satisfaction, retention, and acquisition. Liaison to various service and operational partners to drive client satisfaction opportunities. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Shift:1st shift (United States of America) Hours Per Week: 40

Private Wealth Client Relationship 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. 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! Candidate will be a part of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business. The Function The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience. The Role The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner. Role Responsibilities <ul> <li>Outreach to clients requesting and collecting KYC documentation</li> <li>Serve as the key point of contact for Clients as well as Bankers, Operations, Risk and other internal functions</li> <li>Ensure respective KYC client portfolios are covered across business and regions and adhere to internal governance routines within the FLU and those governed by support partners</li> <li>Monitor and understand the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts</li> <li>Gather client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes</li> <li>Raise process issues and improvements that collectively help our clients</li> <li>Partner with colleagues in Banking, Sales,, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed</li> <li>Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue</li> <li>Support the Outreach of both periodic refreshes as well as remediation and associated programs</li> <li>Support the Outreach of jurisdictionally or regionally stringent requirements where needed</li> <li>Ensure timely collection of client required documentation, including follow ups where needed</li> <li>Ensure voice of the client is heard while adhering to policies, laws, rules and regulations</li> <li>Ensure performance metrics are met and any exceptions are resolved within required timeframes</li> <li>Master customer due diligence (CDD) requirements and guide clients as needed to comply</li> <li>Support the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply</li> <li>Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities</li> <li>Embrace a collaborative and output oriented culture</li> </ul> Required Skills <ul> <li>Bachelor's degree or equivalent work experience</li> <li>Demonstrable experience in a client facing role within the financial services or a related industry</li> <li>Preferred: Certified Anti-Money Laundering Specialist (“CAMS”)</li> <li>Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions</li> <li>Must demonstrate a strong client focus</li> <li>Excellent interpersonal skills for motivation, collaboration and encouragement</li> <li>Professional Demeanor: Demonstrating patience, composure, and positive attitude.</li> <li>Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.</li> <li>Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.</li> <li>Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.</li> <li>Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail</li> <li>Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word</li> </ul> Bank of America: Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

GCIB KYC Outreach Specialist (up to VP)

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! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. 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, some Saturdays required Shift:1st shift (United States of America) Hours Per Week: 40

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