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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: 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. This position is a critical part of the Global Revenue Management team, playing a vital role in the support of the deal pricing and portfolio pricing functions. Responsibilities include, but are not limited to, the following: • Collaborate closely with business partners such as Sales, Product Management, Technology, Operations &amp; Service to identify opportunities to improve operating margin and win business • Prioritize and execute activities to successfully deliver Revenue Management objectives • Improve portfolio transparency and competitive insights through advanced portfolio analyses, including industry research, trend identification, benchmarking, and cross-sell proliferation • Leverage competitive intelligence to improve pricing strategies, simplify product price structures, and grow market share • Support the delivery of special projects and investment initiatives, including the modernization of the pricing and billing ecosystem • Expand automation of critical tasks while strengthening business controls and identifying risks Associate and Assistant Vice President candidates will be considered for this role. Required Skills: Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge • Bachelor degree required • Strategic thinker with the ability execute short term goals • Strong financial and analytical skills • Strong interpersonal and organizational skills • Ability to operate at both highly conceptual and at a very practical level • High level of energy and desire to make an impact <ul><li>Computer and system literacy, including the Microsoft Office Suite, with Alteryx, Tableau, Macros and SQL experience a plus</li></ul> Desired skills: • Experience in transaction banking or product management capacity • Knowledge of BofA GPS products, operations, technology and/or risk/compliance environment • Prior experience with portfolio or client pricing concepts Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Treasury Product Associate

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for leading and executing the second line of defense compliance and operational risk oversight for a Front Line Unit for Global Rates, Global FX and Futures Execution/Clearing businesses reporting to the head of Global Markets Compliance and Operational Risk. Key responsibilities include leading a compliance and operational risk team and ensuring requirements of the Global Compliance Enterprise Policy, the Operational Risk Management Enterprise Policy (collectively “the Policies”), the Compliance and Operational Risk Management Program and Standard Operating Procedures are implemented and the team is identifying, challenging, escalating, and mitigating risks in a timely manner. Responsibilities: <ul> <li>Oversees the assessment of risks, associated controls and their effectiveness, while driving compliance with applicable laws, rules, and regulations and adhering to policies</li> <li>Oversees engagement in activities which provide independent compliance and operational risk oversight of Front Line Unit or Control Function performance and any related third party/vendor relationships in alignment with the Global Compliance - Enterprise Policy, the Operational Risk Management - Enterprise Policy (collectively the Policies) and the Compliance and Operational Risk Management Program and Standard Operating Procedures</li> <li>Oversees identification and escalation of problems or issues that arise and drives actions to address the root causes that lead to compliance risk issues and/or operational risk losses</li> <li>Oversees and manages inventory of risks and associated metrics for risk appetite and limits, reporting violations of compliance or regulatory activities</li> <li>Manages the development of independent risk management reporting for respective area(s) of coverage for inputs into management routines which could include country/regional governance</li> <li>Oversees monitoring of the regulatory environment to identify regulatory changes applicable to area(s) of coverage</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Diversity &amp; Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company O&amp;I goals.</li> <li>Manager of Process &amp; Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.</li> <li>Enterprise Advocate &amp; Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.</li> <li>Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.</li> <li>People Manager &amp; Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.</li> <li>Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.</li> <li>Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.</li> <li>Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.</li> </ul> Skills: <ul> <li>Advisory</li> <li>Decision Making</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Regulatory Compliance</li> <li>Risk Management</li> <li>Executive Presence</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Prioritization</li> <li>Written Communications</li> <li>Business Acumen</li> <li>Business Process Analysis</li> <li>Critical Thinking</li> <li>Negotiation</li> <li>Resource Management</li> </ul> Required Qualifications: <ul> <li>Minimum Years of Business &amp; Functional Experience: 15 years</li> <li>Degree Required: Bachelor’s Degree</li> </ul> Desired Qualifications: <ul> <li>Additional Technical/Functional Experience (e.g. Industry type): Financial Services or similarly regulated sector</li> <li>Regulatory examination/registration or certifications</li> <li>Interpret Relevant Laws, Rules, and Regulations specific to Global Rates, Global FX and Futures Execution/Clearing Businesses including Primary Dealer and Futures regulations</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Compliance and Operational Risk Executive

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

Relationship Banker - Kensington Financial Center

Job Description: Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. This job will be open and accepting applications for a minimum of seven days from the date it was posted. 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 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: <ul> <li>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</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>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.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</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>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses.</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage II - Consumer Investments - North Brooklyn 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! Overview This role is part of the Global Markets Change Management (GM CM) team. The Global Markets Change Management (GM CM) team is responsible for the business planning and delivery of complex, front-to-back change for Global Markets. We are a diverse, high-performing team that partners with Trading, Sales, Operations, Technology, Legal, and Compliance to implement sustainable solutions across the Global Markets organization. We manage global programs with multi-jurisdictional impacts, ensuring alignment with regulatory requirements and strategic business goals. The team also supports the strategic business planning process for Global Markets where careful preparation and planning are required to ensure the department and business priorities are aligned and funded appropriately for the continued success of the business. Team members act as thought leaders, business analysts, project managers, and change agents who thrive in fast-paced, dynamic environments. The ideal candidate will have experience leading large, complex business initiatives and an understanding of Global Markets products/functions. The ability to partner and effectively communicate across the organization is an important factor in successfully delivering projects. Key Responsibilities As a Change Manager/Project Lead within GMCM, you will: <ul> <li>Manage and deliver regulatory and strategic change initiatives from inception to implementation.</li> <li>Support the Business Planning process through coordinating the submissions, reviews and communication throughout the process.</li> <li>Develop and execute program/project roadmaps, including discrete workstreams and dependencies.</li> <li>Collaborate with Business, Legal, Compliance, Operations, and Technology to develop project objectives, risks, and execution strategies.</li> <li>Review legal and regulatory requirements to assess business impact, and formulate appropriate action plans in response.</li> <li>Facilitate governance routines and steering committees to ensure project transparency and issue escalation.</li> <li>Coordinate cross-border and cross-legal-entity implementation efforts to maintain alignment and consistency.</li> <li>Lead or support the development of training materials and communications to support regulatory readiness.</li> <li>Document project decisions, deliverables, and process walkthroughs to ensure a robust audit trail.</li> <li>Drive clear and effective communication across workstreams and produce high-quality documentation, including project plans, project decisions, business requirements, and training materials.</li> <li>Proactively escalate issues and facilitate senior management decision-making as needed.</li> <li>Identify, track and resolve issues and risks related to the initiative.</li> <li>Review and track financial costs related to the Global Markets initiatives.</li> <li>Utilize data analytics to drive business insights, inform decisions, and report on program progress and impact.</li> </ul> Preferred Qualifications <ul> <li>Strong comfort and familiarity with GM businesses (FICC, Equities, PB, F&amp;O, etc.)</li> <li>Strong understanding of AMRS Regulations, such as CFTC, SEC and FINRA rules</li> <li>Program/project management experience with demonstrated ability to build project roadmaps, manage several key stakeholders and take ownership for delivery.</li> <li>Excellent verbal and written communication skills with ability to simplify complex information into messages targeted to various levels of leadership. Speaks clearly, concisely, and knows the audience. Can recognize when less is more, and when more is needed and adjust real-time.</li> <li>Excellent critical thinking/problem solving skills with the ability to analyze complex data from multiple sources and objectively make reasoned judgment. Additionally, able to present outcome or results of the analysis in a clear and understandable manner.</li> <li>Takes initiative and demonstrates a focused desire to understand responsibilities and drive/implement improvements.</li> <li>Strong attention to detail</li> <li>Able to adapt to changing business/regulatory environments.</li> <li>Experience working with technical teams and translating technical concepts to business audiences.</li> <li>Must be able to work well in collaborative team environment, but also independently run initiatives.</li> <li>Excellent time management skills. Understands dependencies and the difference between critical path deliverables and those that are not. Understands the impacts of schedule delays on financials, risk, and strategy and can balance the need for escalation with non-impacting schedule misses and escalate appropriately when necessary or manage it independently when escalation is not needed.</li> <li>Proficiency in Excel, Word, and Power Point</li> <li>Proficient in data aggregation, integration, and analysis </li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Markets, Business Support Manager

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for completion of standard operations processes related to consumer credit disputes, escalations and tax reporting. Key responsibilities include data entry, reporting data validation, case investigation, reconciliation requests, and client inquiry workflows. Job expectations include supporting standard transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies and taxing authorities, while following established written procedures under moderate supervision. Responsibilities: <ul> <li>Performs standard activities supporting credit disputes, escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery</li> <li>Performs basic research, follow-up, and resolution of routine financial data research requests</li> <li>Reviews relevant documents and forms to identify and resolve issues</li> <li>Validates financial data and reports against system of record</li> <li>Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate</li> <li>Provides quality service and support to internal partners and external clients</li> </ul> Skills: <ul> <li>Active Listening</li> <li>Customer and Client Focus</li> <li>Research</li> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Decision Making</li> <li>Account Management</li> <li>Continuous Improvement</li> <li>Problem Solving</li> <li>Risk Management</li> </ul> Required Background Must be a current Year Up intern with Bank of America Shift:1st shift (United States of America) Hours Per Week: 40

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

Relationship Banker - Freeport Financial Center *Bilingual Spanish Required

Job Description: This person will be assisting senior CMBS and cross-sector strategists. The successful candidate must be able to thrive in a fast-paced work environment with a particular focus on attention to detail while handling multiple projects simultaneously. Among other responsibilities, the role will include maintaining, updating and analyzing data across many of the securitized products sectors. Analyst will also be responsible for helping internal and external clients with data or other ad-hoc requests and working with senior members of the team to create/update presentations and assist with written research. Good communication and data management skills are a must, as the role involves both internal and external client interactions where market strategy ideas are presented. In addition to the items listed above, the strategist will also help guide projects between mortgage technology, trading, and other partner groups Tasks: <ul> <li>Assist with creation and publication of research reports and presentations covering cross-sector strategy, commercial real estate and CMBS markets</li> <li>Interact with internal and external clients to articulate the team’s views and respond to client requests</li> <li>Support the trading desk(s) with analysis of particular bonds or asset classes as requested</li> <li>Support the sales force by helping facilitate data requests and analysis</li> <li>Follow market news and current events and have the ability to integrate into published work</li> <li>Use databases to store, manipulate and report on large amounts of data.</li> <li>Knowledge of Intex, Intexcalc, Bloomberg, Python, SQL, Relational Databases, Excel</li> </ul> Qualifications <ul> <li>Bachelor’s degree required (Computer Science, Engineering, Statistics, Economics, or Finance background a plus)</li> <li>Prior experience in structured finance or commercial real estate a strong plus</li> <li>Excellent written and verbal communication skills</li> <li>Good data management skills and the ability to work with large, complex spreadsheets</li> <li>Strong work ethic and focus on attention to detail; exercise strong quality control over own work.</li> <li>SQL/Database, Excel/VBA/Python skills, or prior experience with similar data processing languages highly preferred</li> <li>Excel in a fast paced environment while handling multiple projects simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Analyst/Associate, CMBS/Cross Sector Research Strategist

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 moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and external clients. Responsibilities: <ul> <li>Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Reviews and approves required account documentation</li> <li>Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units</li> <li>Maintains knowledge of operational processes and assists in training less experienced team members</li> </ul> Line of Business Job Description: The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing &amp; Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund &amp; Alternative Investments. The Marketing Services and Support Team is responsible for the initial setup and maintenance of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other product types for Merrill Lynch Wealth Management and US Trust. There are over 1,400 system indicators supporting more than 31,000 cusips. The team also participates in evaluations and subsequent scoring of the fund company's performance in accordance with operating standards at Merrill Lynch. Opportunities exist for team members to develop leadership, project management and technological skills. The role provides an opportunity to liaise with fund companies and transfer agents to acquire knowledge related to technology business requirements, product fees and billing as well as trading. Responsibilities include but are not limited to the following. <ul> <li>Review of onboarding documents received from fund companies which provide instructions for the setup of Mutual Funds, Alternative Investments, Unit Investment Trusts, and various other products</li> <li>Analysis of received data to ensure system supportability</li> <li>Data entry to add products to the proprietary platform</li> <li>Quality review of data entered</li> <li>Testing of system enhancements based upon business initiatives</li> <li>Frequent communication with internal and external business partners</li> <li>Assist with project work as needed</li> </ul> Required Skills: <ul> <li>Proven history of effective ownership and accuracy with an emphasis on attention to detail</li> <li>Intellectually curious with a desire to identify and implement innovative solutions</li> <li>Ability to prioritize and handle multiple job related duties including day to day tasks and project work in a deadline oriented environment</li> <li>Ability to think critically while effectively managing and finding resolutions to complex situations independently</li> <li>Acts proactively to identify, control, and mitigate risks</li> <li>Excellent follow-up and organizational skills</li> <li>Provide outstanding personalized service and exhibit professionalism in all situations</li> <li>Proficient in Microsoft Office Suite with a strong background in Excel</li> </ul> ​Desired Skills: <ul><li>Knowledge of Alternative Investments</li></ul> Skills: <ul> <li>Account Management</li> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Written Communications</li> <li>Analytical Thinking</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Collaboration</li> <li>Recording/Organizing Information</li> <li>Research</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

348 Jobs in Conshohocken, PA 19428, USA