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<h1>Corporate Data - Health Data Analyst 133-2004</h1> Tulsa, OK, USA Req #835 Wednesday, May 28, 2025 JOB SUMMARY: The Analyst provides analytical support for all departments, including analysis, pricing, capitation, network and provider specific reporting. Analytical support includes creating and executing beginner and intermediate level reports and programs and programming modifications to previously written reports. The Analyst will collaborate with key stakeholders and determine the needed result including any special specifications. The Analyst will work with several databases to pull and integrate data, statistical analysis and data modeling. KEY RESPONSIBILITIES: <ul> <li>Execute, write, test, validate, analyze and distribute reports. Determine appropriate approach and tools needed to complete project in an efficient and timely manner. Collaborate with key stakeholders and senior analysts. </li> <li>Determine, write and present report results with key findings and trends to appropriate stakeholders.</li> <li>Complete multiple concurrent ad-hoc analyses, provide corresponding reports based on customer specifications, determine and communicate analytical conclusions and recommendations. </li> <li>Develop beginner to intermediate level reports and ad-hoc analysis based on specifications outlined by department management. Automate such reports and ensure that they are performed and delivered on schedule. </li> <li>Perform tasks related to maintenance of Departmental Data Warehouse and its documentation.</li> <li>Perform other duties as assigned.</li> </ul> QUALIFICATIONS: <ul> <li>Ability to apply advanced mathematical and statistical techniques and principles into the analysis of health-related data.</li> <li>Possess strong oral and written communication skills with the ability to communicate results in a clear and concise manner.</li> <li>Ability to converse and write fluently in English.</li> <li>Successful completion of Health Care Sanctions background check.</li> <li>Proficient in Microsoft Office applications.</li> </ul> EDUCATION/EXPERIENCE: <ul> <li>Bachelor’s degree Required. Mathematics, Statistics, Economics, Actuarial Science or other quantitative discipline preferred.</li> <li>Demonstrated use of analytical software. SAS or SQL preferred.</li> <li>Experience in Power BI, Tableau or similar software preferred.1-2 years of related experience preferred.</li> </ul> CommunityCare is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin <h2 id="otherDetailsHeader">Other details</h2> <ul> <li> Job Family Commercial </li> <li> Pay Type Salary </li> <li> Employment Indicator Seasonal </li> </ul> <a href="#"> Apply Now </a>

CommunityCare

Corporate Data - Health Data Analyst 133-2004

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Overview:Aetna, CVS Health is looking for top talent! The Telesales Representative is directly responsible for building a book of business via acquisition of new members using state-of-art lead generation platform supported by real time analytics. Upon acquisition the Telesales Representative will own the member relationship throughout the year and will be the primary contact for member inquiries, including but not limited to, any questions related to plan benefits, product, and services offerings, as well as resolving any issues with respect to the utilization of the product. The position will be a part of a high performing team with strong emphasis on personal and professional development and career growth. Job Responsibilities:<ul> <li>Acquisition of new members via inbound and outbound calls</li> <li>Assessing customer needs for products and services using insightful, probing questions, and demonstrating superior listening skills</li> <li>Servicing of existing members and inquiries related to utilization of their product, benefits, etc.</li> <li>Cross selling ancillary products as well as any other applicable products to existing members</li> <li>Retention of existing members</li> <li>Maintaining knowledge levels with respect to CMS and states regulations</li> <li>Ability to multitask, and effectively use computer while interacting with prospects and members via phone</li> <li>Ensuring that the relevant information is captured in Customer Relationship Management system (CRM)</li> </ul>Accountabilities:<ul> <li>Meeting sales goals, conversion rates, and cross sell rates for acquisition of new members as outlined in the annual performance plan.</li> <li>Contacting prospective members within the time limit outlined in the annual performance plan.</li> <li>Achieving the member retention rate as outlined in the annual performance plan.</li> <li>Highest levels of member satisfaction as measured by various member surveys and member retention rate.</li> <li>Expert level understanding of products, services, and processes offered by the company.</li> <li>Ability to pass on an annual basis:<ul> <li>American Health Insurance Plans (AHIP)</li> <li>Continued Education (CE’s)</li> <li>Product Certification</li> <li>Required Security and Compliance</li> <li>Client/Carrier Certifications</li> <li>Any required CMS Certifications</li> </ul> </li> </ul>Qualifications:<ul> <li>4-year college degree or 1 to 2 years’ experience of selling multiple Medicare products (i.e., Medicare Advantage, Medicare Supplement)</li> <li>Life &amp; Health insurance license is not required to be employed. It is required to obtain the license within 60 days from the employment start date</li> <li>Active use of computer for carrying out daily job activities</li> <li>Ability to multi-task while talking on the phone</li> <li>Excellent communication and listening skills</li> <li>Self-starter with positive attitude and ability to control emotions when dealing with unhappy customers (i.e. “Customer is always right” attitude)</li> <li>Adaptable to high pressure, achievement-oriented environment</li> <li>Drive to build, manage, and grow a book of business and become successful entrepreneur</li> <li>High level of computer proficiency including, but not limited to, Microsoft Office package</li> <li>Ability to quickly perform basic mathematical operations w/out use of calculator</li> </ul>Anticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is:$15.00 - $24.23This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 06/27/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Inside Sales Representative

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 the reporting, analysis, and monitoring applicable market related risks taken within a specific product area. Key responsibilities include analysis of model risk, analysis and reporting of market risk, distributing the market risk reports, and interfacing with the trading desk and other risk and support groups (i.e., Compliance, Finance, Operations, etc.). Responsibilities: <ul> <li>Analyze financing proposals put forth by the Asia Distressed and Special Situations Desk with independent views on credit/structure/collateral and other risks</li> <li>Analyze issuer risk limit proposals put forth by APAC Global Markets with independent views on the credit, market liquidity, trading velocity and other risks</li> <li>Monitor Asia Distressed and Special Situations Desk trading activity and act as an effective review and challenge function, while setting appropriate position/ portfolio level limits to manage credit and market risks</li> <li>Assess the credit risk exposure evolving with individual credits as well as the Asia Distressed and Special Situations Desk portfolio as a whole with a view to prepare Credit Memos/ Portfolio risk reports on a regular basis</li> <li>Prepare risk reports and provide updates to various forums/calls on a regular basis on the portfolio</li> <li>Provide timely analysis and commentary on issuer risk across APAC to various stakeholders including the front office, country risk executives and other Risk groups</li> <li>Work with GVG/Finance and other support departments to keep a strict vigil on the marks and furnish credit views in discussions</li> <li>Review the credit and market risk feeds and sign off to ensure accurate and timely reporting of credit and market risk in various bank systems. Participate in designing specifications and test new feeds/systems</li> <li>Participate in various New Product/Transaction approval forums</li> <li>Participate in review and approval of the credit risk and issuer risk policies and procedures</li> <li>Participate in various business control committees to highlight risk arising from the activities within the region</li> </ul> Skills: <ul> <li>Candidates will typically have over 5 years of fundamental credit analysis experience, with wide coverage across corporates, financial institutions and sovereigns preferred. The position can be suitably upgraded to suit candidates with higher experience if there is genuine interest and there is a good fit</li> <li>Preference will be given to candidates with experience in analyzing distressed/special situation/structured credits and with a background in market risk management.</li> <li>Have excellent writing, presentation and spreadsheet analysis skills • Have a positive orientation and an ability to work in a fast paced environment/multi-task under pressure.</li> <li>Have a good academic record with commensurate graduate/post-graduate degrees from recognized institutions</li> </ul>

Bank of America

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

Relationship Banker - Rockville/Silver Spring 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 - Falmouth Financial Center

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

Relationship Banker - Alexander Plaza Financial Center - Bilingual Spanish Required

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 defining and leading the engineering approach for solutions at the program or portfolio level, to deliver significant business outcomes. Key responsibilities include continuously improving the design, quality, and reuse of the solution and delivering technology enablers that improve development efficiencies for the solution. Job expectations include familiarity with at least one area of engineering, acting as a “go to” reference across the organization, and applying knowledge to improve technical competencies through recruitment and development activities. Position Summary: Bank of America is looking for an experienced, senior-level ServiceNow developer to help implement ServiceNow’s SecOps modules in a new, “greenfield” ServiceNow instance. This job is responsible for defining and leading the engineering approach for ServiceNow SecOps modules at the program or portfolio level to deliver key business outcomes. Job expectations include familiarity with at least one area of engineering, acting as a “go to” reference across the organization, and applying knowledge to improve technical competencies through recruitment and development activities. Key Responsibilities: <ul> <li>Develop the engineering approach for the ServiceNow SecOps solution and work with cross-functional teams to develop/analyze/deliver the implementation.</li> <li>Lead the definition, design, and development of ServiceNow feature configurations, which span multiple teams and explore solution alternatives as needed.</li> <li>Provide thought leadership on ServiceNow development practices and platform capabilities.</li> <li>Lead technical oversight for development teams, including design reviews, ensuring adherence to best practices, and implementing continuous improvement processes.</li> <li>Define the technology tool stack for the ServiceNow SecOps solution within range of internally approved and supported technologies.</li> <li>Explore state-of-the-art technologies to improve development efficiencies, quality of test/QA coverage, and release management.</li> <li>Lead and assume responsibility for the end-to-end test strategy/creation/adherence, and the integration between teams for the program/portfolio solution.</li> <li>Act as the “go to” resource across Bank of America’s Cybersecurity organization for ServiceNow SecOps development expertise.</li> <li>Collaborate with cross-functional teams, including IT, Asset Management, and Risk &amp; Compliance, to ensure alignment of SecOps and core platform processes.</li> <li>Contribute to the organization’s ServiceNow roadmap to plan investments in system maintenance, upgrades, improvements and additions that align with the organization’s long-term goals and objectives.</li> </ul> Qualifications: <ul> <li>5+ years of experience developing on the ServiceNow platform, across multiple modules and core platform capabilities.</li> <li>Experience configuring ServiceNow Workspaces, Flows, ACLs, Script Includes, Business Rules, UI Actions/Pages, Forms, Playbooks, Portals, and/or Reports.</li> <li>High level of proficiency with HTML, CSS, JavaScript, AJAX development.</li> <li>Experience designing, configuring, and developing integrations with the ServiceNow platform, including Scripted REST APIs.</li> <li>Experience supporting ServiceNow platform upgrades and remediating skipped changes.</li> <li>Advanced scripting experience utilizing best practice formatting and comments in Script Includes, Business Rules, etc.</li> <li>Familiarity with Agile development practices.</li> </ul> Soft Skills: <ul> <li>Demonstrated ability to lead and mentor technical teams, fostering a collaborative and knowledge-sharing environment.</li> <li>Excellent problem-solving and analytical skills, with a proactive approach to identifying and addressing technical issues when they arise.</li> <li>Strong written and verbal communication skills, with the ability to communicate complex concepts to non-technical stakeholders and collaborate effectively across teams.</li> </ul> Desired: <ul><li>Bachelor’s degree in Computer Science, Cybersecurity, or a related field is preferred but not required.</li></ul> Certifications: <ul> <li>ServiceNow Certified Systems Administration (CSA) certification.</li> <li>ServiceNow Certified Application Developer (CAD) certification.</li> <li>ITIL v3 or v4 Certification preferred.</li> </ul> Skills: <ul> <li>Automation</li> <li>Influence</li> <li>Result Orientation</li> <li>Stakeholder Management</li> <li>Technical Strategy Development</li> <li>Application Development</li> <li>Architecture</li> <li>Business Acumen</li> <li>Risk Management</li> <li>Solution Design</li> <li>Agile Practices</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>Solution Delivery Process</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Principal ServiceNow Engineer - Global Information Security

Job Description: Job Description At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. 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. 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. Your position requires SAFE Act registration and you’ll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • 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! • 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. • 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. • 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. As a Merrill FSA, you can look forward to • 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. • Marketing strategies to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. • Potential Opportunities for professional growth. • Leadership opportunities, including leading client and conference seminars We’re a culture that • 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. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. • 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. Required skills: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. • Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services) • Is a self-starter who efficiently manages time and capacity. • 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. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills: • Proven ability to partner and promote lead generation. • Experience balancing investment management, sales activities and new client development. • Strong computer skills and the ability to multitask in a demanding environment. • A bachelor’s degree, preferably in business-related field. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained insurance licenses. Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Southeast Coastal Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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: 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>Bi-lingual Spanish speaking</li> <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

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