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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Relationship Banker - Paoli Financial Center

Job Description: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. The Liquidity Product Team in GPS is responsible for managing over $550B of corporate and commercial deposits across ~40 different currencies. The team covers deposit strategy, deposit pricing, deposit appetite, product development and product management - including investment sweeps, zero balance accounts, physical cash concentration, deposit account management and multi-currency notional pooling. The team also supports large/complex liquidity deals, drives liquidity thought leadership, analyzes the impact of monetary policy on wholesale banking and leads the GPS response to regulatory changes/inquiries. The Liquidity Product Management team is responsible for managing a core set of Liquidity Products as well as developing new products and capabilities in the Liquidity Product space. The team seeks to empower and enable the organization through data enablement and product development while managing the end-to-end product lifecycle, including ideation of new capabilities, creating a global product vision with corresponding Product roadmaps. We have an exciting opportunity for a Liquidity Product Manager to create, own and manage the Liquidity Data product roadmap, relevant data products, and empower our other product managers utilizing our data assets. This product manager will need to drive consistency in our data assets and reporting, help create and execute on the vision of our data and analytics capabilities, and ensure we are leveraging that data to optimize product management. The Product Manager should have strong core product management skills, including development, a strong understanding of Liquidity Product, and the ability to work cross-functionally with internal business partners. The position will be responsible for working with internal data partners to drive analytics, internal and external data assets/tools, and enable data driven decision making for the Liquidity business. Required Skills: - Working knowledge of Liquidity and Cash Management products - Technical skillset/acumen - Python, SQL, Alteryx, Tableau - Strong experience managing products through the product lifecycle, including risk management - Ability to breakdown problems, develop collaborative solutions, and drive results - Experience delivering and leading cross functional projects - Intellectually curious and have strong analytical and problem solving skills - Must think strategically and make sound judgment calls - Collaborative working habits - Comfortable interacting with senior colleagues throughout the organization - Understanding of Treasury Management (Global Payments Solutions) business - Proficiency in MS Office, Word, Excel and PowerPoint to support analytical and presentation needs Desired skills: - Experience with Liquidity data platforms and data landscape - Experience with making and communicating product roadmaps - Product development in an agile framework - Experience in end-to-end project delivery - Demonstrated ability to lead, influence and persuade others - Experience with Global Liquidity / Cash Management Structuring Shift:1st shift (United States of America) Hours Per Week: 40

GPS Liquidity - Liquidity Product Manager

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: The Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Helps manage the teams business plan and practice financials. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. 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 disciplinary action up to and including termination. This role is an FA Paid Resource. Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support</li> <li>SAFE Act Registration; ADV-2B Required</li> <li>Obtain and/or maintain at least one firm approved designation</li> <li>Strong leadership abilities, communication and delegation skills</li> <li>Understanding of how to deliver a strong overall client experience</li> <li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements and policies/procedures</li> <li>Strong analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk</li> <li>Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority</li> </ul> Skills: <ul> <li>Administrative Services</li> <li>Customer Experience Improvement</li> <li>Project Management</li> <li>Sales Performance Management</li> <li>Strategy Planning and Development</li> <li>Business Acumen</li> <li>Business Analytics</li> <li>Candidate Screening</li> <li>Coaching</li> <li>Continuous Improvement</li> <li>Account Management</li> <li>Process Simplification</li> <li>Reporting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business 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! GMC Overview Global Markets Credit (GMC) is responsible for ensuring a comprehensive and consistent credit underwriting and monitoring process for Global Markets lending and trading activities. GMC partners directly with the Global Markets front line unit for client selection, underwriting, and monitoring activities to drive revenue growth while maintaining appropriate risk disciplines. GMC also coordinates engagement with key control partners, including Global Risk, Finance, Credit Review, and Audit in accordance with our Risk Framework. The GMC Portfolio Management Team is responsible for reporting, data analysis, and portfolio management of the GMC lending and trading portfolios. The Lending Reporting Vice President (VP) will be responsible for the creation, maintenance and improvements of reports and the analysis and presentation of data under the aggregate GMC scope. Job Description As a Lending Reporting VP, you will be integral in delivering credit risk reporting, data analysis, portfolio reviews, and presentations on the Global Markets Credit (GMC) lending portfolio. The VP will contribute to a robust monitoring environment through analysis and written updates to management. You will work closely with colleagues in the Global Markets business, Risk, GMC Credit Officers, and other Portfolio Managers. The experience level of individuals in this role typically ranges from five to seven years and requires a demonstrated aptitude with data, reporting and written communications. Responsibilities: <ul> <li>Deliver routine reporting and presentations on an accurate and timely basis to contribute to a robust and efficient monitoring environment</li> <li>Analyze portfolios to determine key drivers and conduct further investigation as needed</li> <li>Write effective summaries and presentations to complement reporting and data</li> <li>Liaise closely with credit officers and other stakeholders to adapt or provide reporting, data analysis and data solutions</li> <li>Produce ad hoc reporting and presentations to address business needs and risk environment</li> <li>Support data integrity by identifying, escalating, and remediating data issues</li> <li>Demonstrate a strong control environment by incorporating checks and creating and maintaining process documentation</li> </ul> <ul><li>Coordinate and contribute to presentations in response to regulatory and senior management requests</li></ul> <ul><li>Support enterprise initiatives and partner with applicable stakeholders across the firm on emerging topics</li></ul> Required Qualifications: <ul> <li>At least five years of direct reporting experience, of which at least two years reporting on a lending portfolio is strongly preferred</li> <li>Strong organizational, oral and written communication skills and attention to detail</li> <li>Critical thinking skills to evaluate and investigate information</li> <li>Ability to work with GMC teammates and other partners in a fast-paced environment and with a quick turnaround time</li> <li>Ability to join the dots across a myriad of systems and data to design efficient reporting and processes</li> <li>Proficiency in Word, Excel, and PowerPoint, along with ability to quickly learn new programs and applications</li> <li>Proficiency in SQL, Alteryx, and/or Python is a plus.</li> <li>Personal drive, and a sense of urgency and responsiveness with a willingness to grow, learn, and take on increasing levels of responsibility</li> <li>Desire to improve and streamline processes, along with the ability to troubleshoot independently</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Collaboration</li> <li>Data Governance</li> <li>Data Quality Management</li> <li>Risk Management</li> <li>Adaptability</li> <li>Controls Management</li> <li>Negotiation</li> <li>Problem Solving</li> <li>Result Orientation</li> <li>Change Management</li> <li>Continuous Improvement</li> <li>Data Management</li> <li>Presentation Skills</li> <li>Stakeholder Management</li> </ul> Desired Qualifications: <ul><li>BA/BS Desired</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

The Lending Reporting 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. 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! Detailed Job Description Bank of America’s Global Risk Management business is looking for a Quantitative Financial Analyst in the Market Behavior Analytics group within Global Risk Analytics. This group is responsible for developing surveillances and other sophisticated controls over activities in our Global Markets business. These controls detect potentially suspicious activities and patterns of behavior. Building these controls requires knowledge of big data techniques, ability to architect systems that can efficiently scale to hundreds of billions of data points per day, machine learning over unstructured and structured data, graph analytics, and experience with building UI for data rich applications. Key responsibilities include: <ul> <li>Understanding financial data: schemas, flow, size, data issues, data controls, etc. </li> <li>Building performant big data pipelines that are the backbone of building large scale surveillance systems.</li> <li>Building surveillance models using sophisticated modeling techniques including machine learning and AI.</li> <li>Testing the efficacy of surveillances using advanced modeling techniques.</li> </ul> Required Skills: <ul> <li>Successful candidates will have a Bachelor’s or Master’s degree in computer science or related disciplines.</li> <li>At least 2 years of relevant experience in software engineering in Quantitative Finance or other industries.</li> <li> Ability to analyze and find interesting patterns in data with at least one of the following:<ul> <li>Experience in implementing distributed algorithms on large amounts of data using Big Data, batch and streaming technologies like Hadoop, Spark, Flink, Kafka etc. </li> <li>Experience in building user facing applications over large amounts of data using technologies like React, Angular, JavaScript etc.</li> </ul> </li> <li>Experience with SQL and NoSQL databases such as MongoDB, HBase, Cassandra, Oracle etc. to process large scale data.</li> <li>Strong communication skills and ability to effectively communicate quantitative topics to technical and non-technical audiences.</li> <li>Ability to effectively present findings, data, and conclusions to senior leaders.</li> <li>Ability to operate independently with minimal supervision to deliver sub tasks as well as ability to participate in group settings.</li> </ul> Preferred skills: <ul> <li>Experience in machine learning / AI models</li> <li>Experience with large scale financial data sets</li> <li>Experience to code independently with minimal oversight in at least one programming language like Python or Java.</li> </ul> Minimum Education Requirement: Successful candidates will have a Bachelor’s or Master’s degree in computer science or related disciplines. Shift:1st shift (United States of America) Hours Per Week: 40

Quantitative Finance Analyst - Markets Behavior Analytics Group

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 - Red Bank & Associates Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. 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 Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Chesapeake Market (Howard County, MD)

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! Line of Business Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Business Job Description: The Funds Trade Support Sr. Specialist will be responsible for handling trade corrections, manual trade exceptions and other financial transactions in support of Domestic and Institutional Mutual Fund Trading. This includes Price Protection. The incumbent will collaborate with various internal and external business partners, including Fund Families, Portfolio Managers, Trading desks, and Transfer Agents. The ideal candidate should be well organized, have an ability to handle multiple functions under tight deadlines, and have strong communication skills. Microsoft Office knowledge is required. Required Skills: <ul> <li>Must have ability to communicate Trade information to external parties.</li> <li>Process manual trade instructions</li> <li>Validate key control reports.</li> <li>Perform Quality Assurance</li> <li>Strong organizational skills</li> <li>Strong communication skills (verbal and written)</li> <li>Strong problem-solving and decision-making skills</li> <li>Time management skills</li> <li>Moderate knowledge of investments and financial markets preferred​</li> </ul> Desired Skills: <ul> <li>​This role typically requires 1+ years' experience in operations functions.</li> <li>Thorough working knowledge of the operational aspects of transactions and products.</li> <li>Proficiency in Microsoft Office products including advanced Excel skills​</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Transaction Management Ops. Analyst - Funds Trade Support

Job Description: Line of Business Description: The role is part of the Global Trade Operations group. The position will work under established operating procedures and precedents. Responsibilities include, but are not limited to: · Performs a variety of technical and analytical functions related to trade financing and servicing · Researches, analyzes, and resolves trade documents that require specialized, sensitive, and/or exception handling · Evaluates/processes issuances, amendments, and negotiations for payment on Standby Letters of Credit · Provides client servicing for Standby Letter of Credit clients · Provides client servicing and operational support for extended processing teams/sites · Prepares and reconciling daily and monthly reports; accurate capturing of production volumes. · Works under established operating procedures and precedents. · Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions. · Excels in working among diverse viewpoints to determine the best path forward. · Experience in connecting with a diverse set of clients to understand future business needs –is a continuous learner · Commitment to challenging the status quo and promoting positive change. · Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base. · Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world. Required Skills and Experience · Demonstrated excellent communications and workflow management skills · Must have prior/current Client servicing experiencing · General ability to use office applications such as Word, Excel , and PowerPoint · Ability to work in a team environment as well as independently with little supervision · Excellent communication skills (both verbal &amp; written) and active listening skills · Strong mathematic/accounting skills Desired Skills and Experience · Experience with letters of credit and familiarity with UCP 600/ISP 98 a plus. · Knowledge of trade finance operations and documentation highly desired. Position located on-site in Los Angeles – CA or Scranton - PA Parking: Any applicable fees at employee’s own expense. ​ Shift:1st shift (United States of America) Hours Per Week: 40

Trade Finance Services Spec II

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. The role is responsible for onboarding and strategic account management for Institutional clients across Global Markets, covering a broad range of asset classes including Fixed Income, Equities, Currencies and Commodities. The successful candidate will serve as a client advocate working closely with sales, product, credit, legal, AML, compliance, client service and other operations teams to manage the end-to-end onboarding experience, drive operational efficiency, and enhance client satisfaction. This role requires a balance of relationship management, regulatory awareness, technology adoption, and data-driven decision-making to ensure a best-in-class client experience: Responsibilities: <ul> <li>Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, such as settlements, reconciliations, and account maintenance</li> <li>Promotes investment product sales through client meetings and discussions covering investment strategy, account performance, new products, and market developments</li> <li>Deepens and enhances existing relationships with institutional clients during client meetings and interactions</li> <li>Coordinates on internal processes and documents to deliver a quality and on time product to Global Markets clients</li> <li>Onboarding Associate serves as the voice of the client, enables the strategic development of the client service model and technology platforms.</li> <li>Participate in and drive collaborative efforts to advance technology adoption, and vendor-led solutions and enhancements to better serve an evolving client base.</li> <li>Capture metrics and adhere to reporting frameworks to track onboarding efficiency, cycle time reduction and client satisfaction.</li> <li>Project manage the end-to-end onboarding process, successfully juggling multiple workstreams, timelines, and milestones to ensure smooth execution and integration.</li> <li>Ensure BofA is industry leading in onboarding – exceeding expectations, enhancing the onboarding / integration client experience with BofA, aligning with client strategies, themes and ensuring we deliver against strategic plans for best-in-class onboarding.</li> <li>Protect existing revenue and to enable new revenue through fund onboards and mandates won for multi-fund launches.</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Legal Structures and Legal Forms</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Recording/Organizing Information</li> <li>Written Communications</li> <li>Data Collection and Entry</li> </ul> Requirements: <ul> <li>2-3 years Onboarding experience (asset managers, hedge funds, or other client types)</li> <li>Experience in Prime brokerage</li> <li>Strong understanding of institutional client needs, market structure, and regulatory considerations within Global Markets.</li> <li>Working knowledge of AML / KYC and Regulatory requirements impacting client onboarding for derivatives and securities (e.g. Dodd-Frank, MiFID II, EMIR etc.).</li> <li>Commercially minded with strong problem solving, relationship management and communication skills with ability to present to an audience.</li> <li>Ability to collaborate across sales, product, client service and other internal teams to drive results.</li> <li>Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner.</li> <li>Ability to work under pressure in a team environment.</li> <li>Ability to liaise with all levels of the firm and people with different experiences and backgrounds.</li> <li>Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.</li> </ul> This requisite requires someone with client-facing experience, markets product knowledge and has a KYC background. The onboarding associate will manage the client/KYC pipeline, will be facing off with Senior Sales Partners and looking for any inefficiencies to improve the end-to-end onboarding process. Shift:1st shift (United States of America) Hours Per Week: 40

349 Jobs in Conshohocken, PA 19428, USA