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Job Description: Essential Job Functions: <ul> <li> We are seeking a highly skilled Customer Service Representative with experience in financial services, insurance, banking, or investments. This role involves providing exceptional customer support, processing account updates, handling inquiries, and ensuring compliance with FINRA regulations. Key Responsibilities </li> <li>Provide inbound customer service support, addressing complex inquiries and escalating cases as needed.</li> <li>Research and resolve customer inquiries in a timely and professional manner.</li> <li>Perform account updates, maintenance, and documentation to ensure accurate records.</li> <li>Process and distribute incoming and outgoing mail for multiple clients per service level agreements.</li> <li>Perform data entry and reconcile documents to maintain up-to-date information.</li> <li>Collaborate with team members, management, and customers to resolve service-related issues.</li> <li>Support escalation processes, service recovery efforts, and customer feedback remediation.</li> <li>Review and recommend improvements to procedures and workflows to enhance efficiency.</li> <li>Assist with training and mentoring less experienced staff.</li> <li>Provide Quality Assurance (QA) support, including enhanced QA reviews for FINRA-registered associates handling variable investment transactions.</li> <li> Qualifications Required: </li> <li>Bachelor’s degree in a related field (preferred).</li> <li>Customer service experience in financial services, insurance, investments, or banking.</li> <li> Active FINRA Series 6 or 7 certification (or U5 status within the 2-year FINRA window, in good standing).</li> <li>Experience working with organizational functions, personnel, and customer support tools.</li> <li>Proficiency in using help desk software, fax machines, and telephone systems.</li> <li>Preferred:</li> <li>Strong analytical and problem-solving skills.</li> <li>Excellent communication and interpersonal skills.</li> <li>Ability to work independently and follow written/oral instructions.</li> <li>Experience with Lean/Six Sigma methodologies (certification preferred).</li> <li>Work Environment</li> <li>Remote (USA)</li> <li>Standard working hours: Monday to Friday, 8:00 a.m. – 8:00 p.m. CST (8-hour shifts).</li> </ul> If you are an applicant from the United States, Guam, or Puerto Rico DXC Technology Company (DXC) is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below . We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters. To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below. <a href="https://mandatoryview.com/?LicenceId=c38a7700-5aa2-48a3-b95a-22e6e1fb0721&amp;ProductType=OnlineApplicant&amp;SubType=PG" target="_blank">Postings link</a> Disability Accommodations If you are an individual with a disability, a disabled veteran, or a wounded warrior and you are unable or limited in your ability to access or use this site as a result of your disability, you may request a reasonable accommodation by contacting us via <a href="#">email</a>. Please note: DXC will respond only to requests for accommodations due to a disability. Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to make payments as part of their illegitimate recruiting process. DXC does not make offers of employment via social media networks and DXC never asks for any money or payments from applicants at any point in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available <a href="https://nam12.safelinks.protection.outlook.com/?url=https://careers.dxc.com/global/en%23fraud_warning&amp;data=05%7c01%7cjhanda%40dxc.com%7cdfc9200ee54a4a2cbd1e08dbecc892f9%7c93f33571550f43cfb09fcd331338d086%7c0%7c0%7c638364118427715875%7cUnknown%7cTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7c3000%7c%7c%7c&amp;sdata=s0zVysf9f4QibEs/xNc7yE0vzT4Ae61CRppkSzWUOGw%3D&amp;reserved=0" target="_blank">here</a>.

DXC Technology

Insurance Customer Support / FINRA Certified (USA Remote)

CompanyCox Automotive - USAJob Family GroupCustomer Care GroupJob ProfileTechnical Customer Care Specialist IManagement LevelIndividual Contributor Flexible Work Option Can work remotely anywhere in the specified countryTravel %NoWork ShiftDayCompensationHourly base pay rate is $16.15 - $24.23/hour. The hourly base rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate’s knowledge, skills, and abilities. Position may be eligible for additional compensation that may include commission (annual, monthly, etc.) and/or an incentive program.Job DescriptionThis is a fully remote position-must be able to work any shift during business hours, currently Monday - Saturday, 7AM - 7PM central time zone (hours subject to change to meet business needs). Currently, 10am-7pm Central is needed. Key Responsibilities <ul> <li>The Customer Care Specialist will be responsible for routine customer questions relating to product usage, as well as technical support issues relating to the Dealertrack family of products</li> <li>Handle routine customer questions relating to product usage, as well as technical support issues</li> <li>Maintains expert-level knowledge of Dealertrack Solutions and Products</li> <li>Develops and maintains strong technical expertise in Dealertrack products and those devices and platforms upon which the products function</li> <li>Accurately logs all customer information in the CRM customer ticketing system</li> <li>Adhere to corporate objectives for ticket processing and associated support service level agreements for response time and ticket closure</li> <li>Follow-up skills</li> <li>Ability to handle and respond to multiple open issues</li> <li>Able to work independently with little direction and multi-task and handle various tickets at once while being extremely productive and timely</li> <li>Ability to work required shifts both independently and within a team organization</li> <li>Facilitate communication from Support Team to other departments as needed to complete Cases</li> </ul>Qualifications Minimum:<ul> <li>High School Diploma/GED</li> <li>Generally, less than 2 years of experience</li> <li>Must be flexible to work any shift during business hours, currently Monday - Saturday, 7AM - 7PM central time zone (hours subject to change to meet business needs)</li> <li>Hours are extended and varied must have the ability to accommodate a flexible schedule and work overtime as needed</li> <li> Follow-up/follow-through skills required</li> <li>Ability to handle and respond to multiple open issues</li> <li>Able to work independently with little direction and multi-task and handle various tickets at once while being extremely productive and timely</li> <li>Customer-oriented background</li> <li>Knowledge of various computer applications including experience with business support applications such as MS Office (Word, PowerPoint, and Excel) required</li> <li>Excellent oral and written communication skills</li> <li>Experience working in a team environment and assisting others as applicable</li> <li>Requires attention to detail and the ability to adapt to change</li> <li>Ability to type 40+ WPM</li> </ul>Preferred:<ul> <li>Associate's degree or Technical Certification or equivalent work experience</li> <li>Technical background preferred </li> </ul>Drug TestingTo be employed in this role, you’ll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited.BenefitsEmployees are eligible to receive a minimum of sixteen hours of paid time off every month and seven paid holidays throughout the calendar year. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells – or simply uses – cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer – All qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. <h3> </h3>Application Deadline: 06/12/2025

Cox Automotive Inc.

Technical Customer Care Specialist I

<h1>Customer Service - Customer Service Representative (M-F 11am-8pm) 105-1005</h1> Tulsa, OK, USA Req #812 Sunday, June 1, 2025 JOB SUMMARY: Responsible for being the first point of contact for all membership related questions, requests and concerns and for providing outstanding service to our customers. You will answer queries regarding customer benefits, eligibility, PCPs, claims and other questions. You will handle complaints, troubleshoot problems and provide resolutions in a professional and polite manner to ensure first contact resolution and customer satisfaction. The ideal Customer Service Representative will be customer focused, detail oriented and results driven. The most successful Customer Service Representatives demonstrate the following characteristics: polite, accurate, knowledgeable, able to work well within a team, learning agility, flexible and easily adapts to change. KEY RESPONSIBILITIES: <ul> <li>Process a high volume of incoming inquiries regarding multiple products from members, providers, billing companies, individuals with legal representation, employer groups, and other insurance companies. </li> <li>Strive to achieve first call resolution by communicating accurate information efficiently and timely thereby creating a positive experience for the member.</li> <li>Verifies eligibility, benefits, deductible amounts, claim status, copays, coinsurance and all other information related to a customer and their benefits or a provider and their contract. </li> <li>Use effective listening skills to understand the needs and complaints of the customer to offer them the best possible solution and ensuring the member feels supported and valued.</li> <li>Resolve escalated customer issues received from the member, provider, employer groups or brokers while remaining calm and professional.</li> <li>Provide interpretation services for all product lines via the contracted language line service as appropriate. </li> <li>Flexible hours, including weekends and evenings, as department or training needs dictate and at the discretion of management may be required.</li> <li>Effective problem resolution skills that demonstrates balance of company and customer needs.</li> <li>Demonstrated ability and learning agility to adapt to organizational changes including business processes, systems and technology.</li> <li>Joining a team of Customer Service Representatives and building a positive relationship of teamwork, trust, reliability and excellence.</li> <li>Understanding and striving to meet or exceed call center metrics while providing excellent customer service.</li> <li>Taking part in training and other learning opportunities to expand knowledge of company and position.</li> <li>Perform other duties as assigned.</li> </ul> QUALIFICATIONS: <ul> <li>Exceptional telephone manner, customer service skills, active listening skills, verbal and written communication skills.</li> <li>Ability to resolve conflict and diffuse tension</li> <li>Strong time management skills and decision- making skills.</li> <li>Ability to read, comprehend, and explain health insurance benefits in a clear, concise, and professional manner.</li> <li>Ability to work under stress with production and quality standards.</li> <li>Proficient in Microsoft Office applications.</li> <li>Highly organized and attentive to detail.</li> <li>Flexibility, ability to adapt to change.</li> <li>Successful completion of Health Care Sanctions background check.</li> <li>Bilingual skills a plus.</li> </ul> EDUCATION/EXPERIENCE: <ul> <li>High school diploma or equivalent required</li> <li>1-year customer service experience with direct interactions with customers</li> <li>Contact center or medical field 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 Hourly </li> </ul> <a href="#"> Apply Now </a>

CommunityCare

Customer Service - Customer Service Representative (M-F 11am-8pm) 105-1005

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: <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> </ul> Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Relationship Banker - Upstate SC Market - Greenville, SC Area

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 providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction. Responsibilities: <ul> <li>Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs</li> <li>Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships</li> <li>Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends</li> <li>Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects</li> <li>Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues</li> <li>Coaches and mentors peers, while utilizing leadership skills</li> <li>Adapts to changes in sales practices and broader market and industry conditions as needed</li> </ul> Required Qualifications: <ul> <li>5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required</li> <li>Management of an extensive portfolio of clients with annual revenues of $5-$50 million</li> <li>Proven track record of sales, prospecting new business and enhancing existing relationships</li> <li>Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends</li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree in Business, Finance or Economics preferred or equivalent relevant work experience</li></ul> Skills: <ul> <li>Business Development</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Account Management</li> <li>Financial Analysis</li> <li>Leadership Development</li> <li>Loan Structuring</li> <li>Referral Identification</li> <li>Credit Documentation Requirements</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Regulatory Compliance</li> <li>Risk 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

Business Banking Senior Relationship Manager - Huntsville, AL

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 providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: <ul> <li>Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk</li> <li>Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews</li> <li>Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time</li> <li>Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities</li> <li>Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals</li> <li>Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment</li> <li>Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture</li> </ul> Required Qualifications: <ul> <li>Has proven success in consultative sales in financial services or in business-to-business sales</li> <li>Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers</li> <li>Is passionate about outside sales and enjoys spending time prospecting</li> <li>Wants to enhance existing relationships and exceed sales goals</li> <li>Can analyze financial conditions of clients and industry trends</li> <li>Can understand and interpret financial statements and cash flow analysis</li> <li>Has excellent communication skills and demonstrated leadership ability</li> <li>Enjoys partnering and negotiating with a team of bank employees to solve client issues</li> <li>Demonstrated management of a client portfolio with focus on relationship development and deepening</li> <li>Thorough knowledge of small business financial products and services</li> <li>Familiarity with CRM platforms and other banking systems</li> </ul> Desired Qualifications: <ul> <li>Community leadership</li> <li>Strong computer skills with an ability to multitask in a demanding environment</li> <li>Undergraduate degree in business, finance or economics preferred or seven years relevant work experience</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Credit Documentation Requirements</li> <li>Financial Analysis</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Written Communications</li> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Prospecting</li> <li>Risk Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Banking Relationship Mgr (Small Business)

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! Business Overview As one of the largest commercial banks in the U.S., GCB (Global Commercial Banking) provides financial services for clients with revenues of $50 million to $2 billion, primarily in the U.S. and Canada, as well as their international subsidiaries. Thirty-four percent of U.S. Fortune 1,000 companies are covered by GCB. Serving one in five middle market companies in the U.S., specialty functions focus on: <ul> <li>Automotive/vehicle companies</li> <li>Commercial real estate firms</li> <li>Educational institutions</li> <li>Healthcare companies</li> <li>Not-for-profit organizations</li> <li>Restaurants</li> <li>Sports leagues, teams and stadiums</li> <li>Technology companies</li> </ul> Our client relationship teammates, located in the U.S. and around the globe, partner across our company to provide a wide range of financial services, integrated working capital management and treasury solutions, and underwriting and advisory services. Team Overview The International client relationship team covers GCB client subsidiaries located outside of the U.S. and Canada. The team is made of seasoned subsidiary Relationship Managers who each have a dedicated portfolio of subsidiary clients and prospects. We have teammates in 17 key countries to drive local client engagement and serve as an extension of the parent relationship team located in the U.S. and Canada. How you’ll make an impact A client operating on a global scale with subsidiaries around the world needs a banking partner who can provide local market expertise and understands the concerns and opportunities that each jurisdiction brings. As a subsidiary relationship manager, you’ll deliver this expertise and serve as a client’s local bank advocate and a key financial advisor to deliver solutions from across the whole bank and lead them to success. Your day-to-day will include: <ul> <li>Responsibility to drive business development of GCB clients in Bangalore and undertaking ad hoc projects and initiatives for GCB India team as and when required. </li> <li>Responsibility for new business analytics to support the GCB India team, focusing on enhancing existing relationships and identifying new opportunities with both existing relationship and prospects.</li> <li>Managing client relationships, growing portfolio revenues and delivering client satisfaction.</li> <li>Focusing on cross-selling the Bank’s commercial banking products including Credit, Asset Based Lending, Leasing, Supply Chain Finance, Trade Finance, Cash and Liquidity Management, FX and Rates.</li> <li>Developing and growing the assigned client relationships through coordination of regular client planning, actively prospecting and working closely with GCB Global &amp; Regional client teams and product partners.</li> <li>Demonstrating value-add to the international client base, combining strong local market &amp; regulatory knowledge with a detailed understanding of their challenges and opportunities.</li> <li>Working with in-country / regional / global banking and credit teams to manage credit exposure, capital commitments &amp; relationship returns. Liaise with Risk &amp; Wholesale Credit partners to manage credit risk of the client portfolio with control and oversight on operational and compliance risk.</li> <li>Being an active stakeholder in the development of the GCB APAC business, generating ideas, taking ownership and demonstrating leadership as a banker.</li> <li>Being an active risk manager and ensure the Bank’s activities are conducted in a compliant and risk free manner.</li> <li>Delivering world-class products and services while identifying opportunities to introduce the full capabilities of Bank of America.</li> </ul> What you’ll bring to the team: <ul> <li>7+ years of experience in corporate relationship management, commercial lending, investment banking or relevant financial services businesses.</li> <li>An post graduate degree in business, ideally with a focus in finance or economics (or equivalent work experience).</li> <li>Financial modeling experience with the completion of formal credit training, plus strong corporate finance, capital markets, and accounting acumen.</li> <li>Passion and desire to work with Commercial banking clients. Proven track record of managing a portfolio of corporate clients, prospecting new business, selling solutions, and closing profitable transactions.</li> <li>Excellent communication skills with a knack for building relationships with clients and prospects.</li> <li>Strong knowledge of the industry/market practices/trends and subsidiary banking needs</li> <li>Solid understanding of the core Commercial banking products across credit, treasury &amp; foreign exchange</li> <li>Able to manage multi-tasks and self-starter with ability to work independently and collaboratively across the matrix and establish a robust internal/ external network</li> <li>Experienced at navigating a large international organization and influencing key internal stakeholders.</li> <li>Strong educational qualifications with demonstrated analytical and quantitative skills</li> </ul> How to stand out: <ul> <li>An MBA or a post graduate degree in finance.</li> <li>Experience managing a portfolio of middle-market clients with annual revenues over $50 million.</li> <li>Existing knowledge of the local market’s business dynamics.</li> <li>Established network of contacts and centers of influence within the local market.</li> <li>Actively involved with local community organizations.</li> </ul> How we’ll support you: <ul> <li>Robust training and development programs, plus one-on-one coaching from local and regional executives to help you thrive in your career.</li> <li>Comprehensive tools, proprietary research and analytics, and cutting-edge digital solutions to support you and your clients.</li> <li>Powerful connections to expand your professional network as part of a global team.</li> <li>Ongoing marketing support and community engagement opportunities to help you reach a wider audience and make a greater impact.</li> <li>Industry-leading benefits with an integrated approach to wellness – covering the physical, emotional, and financial resources you need to be well at every stage of life.</li> </ul>

Vice President - GCB Relationship Manager

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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 supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. 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>Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction</li> <li>Attends client review meetings to assist with relationship deepening conversations</li> <li>Executes on the team service model, including engaging with specialists/partners to address client's needs</li> <li>Manages aspects of the client relationship process, including client onboarding and resolving escalations</li> <li>Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy</li> </ul> Skills: <ul> <li>Account Management</li> <li>Business Acumen</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Portfolio Management</li> <li>Referral Identification</li> <li>Referral Management</li> <li>Relationship Building</li> <li>Administrative Services</li> <li>Client Investments Management</li> <li>Customer Service Management</li> <li>Process Simplification</li> </ul> Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support</li> <li>SAFE ACT Registration; ADV-2B Required</li> <li>Maintain at least one firm approved designation</li> <li>Possess and demonstrate strong communication skills</li> <li>Ability to lead through collaboration and influence without direct authority</li> <li>Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once</li> <li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Proven ability to manage risk and support sound decisions</li> <li>Ability to research escalated client issues for response/resolution​</li> </ul> **The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Manager - EGP

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for 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. **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** 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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker -San Rafael area

<h2>Job Overview</h2> Are you ready to lead a dynamic team? As the Customer Service Manager at Hubbell Gas, you'll be the driving force behind a vibrant team dedicated to excellence in customer service and business solutions. You'll not only be the go-to expert for our Hubbell Gas operations but also a pivotal leader in elevating our service to new heights. Join us to transform everyday customer interactions into outstanding experiences and drive substantial growth! <h2>A Day In The Life</h2> What You'll Do: <ul> <li> Champion Customer Experiences: Craft strategies that enhance customer satisfaction and loyalty. Your day-to-day leadership will ensure that every customer interaction with Hubbell Gas is exceptional.</li> <li> Streamline Operations: Oversee the order entry process, ensuring all transactions align with company standards and customer expectations. You'll tackle challenges head-on, from negotiating terms to optimizing our service delivery.</li> <li> Drive Team Excellence: Lead by example and mentor your team in best practices and innovative customer service techniques. Your guidance will be key in fostering an environment of continuous improvement and skill enhancement.</li> <li> Strategic Collaboration: Work closely with Sales and Product teams to align on quotations, orders, and customer feedback, ensuring seamless service and proactive problem-solving.</li> <li> Quality and Compliance Oversight: Maintain rigorous standards by reviewing and approving critical documents and processes, ensuring compliance with international trade agreements and audit requirements.</li> </ul> What Makes This Role Exciting: <ul> <li> Impact: Directly influence customer satisfaction and contribute to the growth and success of Hubbell Gas.</li> <li> Leadership: Guide a team of dedicated professionals, shaping the future of customer service in our industry.</li> <li> Innovation: Implement and refine processes that enhance service delivery and customer engagement.</li> <li> Growth Opportunities: With your expertise and drive, the sky's the limit for professional development and career advancement within Hubbell Gas.</li> </ul> <h2>What will help you thrive in this role?</h2> Who We're Looking For: <ul> <li>Educational Background: BA/BS in Business, Marketing, or a related field is preferred.</li> <li>Experience: At least 5 years in customer service, with a strong preference for candidates with international experience.</li> <li>Skills: Exceptional leadership, decision-making, and communication abilities.</li> <li>Willingness to travel for business needs and work with diverse teams.</li> </ul> Decision-Making Authority: <ul> <li>Manage pricing and commercial risks within established guidelines.</li> <li>Influence customer service procedures and policies.</li> <li>Oversee the order entry process and quotation proposals.</li> <li>Identify and address training needs and monitor team workflow.</li> </ul> Ready to Lead at Hubbell Gas? If you're passionate about delivering top-tier customer service and leading a team to greatness, we want to hear from you. Join us at Hubbell Gas, where your leadership will fuel our continued success and innovation in customer service. Apply today and be a part of shaping the future of our vibrant company! #LI-HB1 Hubbell Incorporated Hubbell creates critical infrastructure solutions that power our customers, communities, people and the planet. Our company is strategically aligned around enabling grid modernization and electrification. As more products plug in to an aging grid, Hubbell solutions enable the transition to a more reliable, resilient and efficient energy infrastructure. Founded in 1888 our innovation has made us a leading global manufacturer of high quality electrical and utility solutions enabling customers to operate critical infrastructure reliably and efficiently. The company operates in two segments. Hubbell Utility Solutions (HUS) enable the grid to conduct, communicate and control energy across utility applications and Hubbell Electrical Solutions (HES) are essential to managing power across a wide range of industries and applications. Our vertical market solutions can be applied to markets including Data Centers, Renewables, Commercial Buildings, Industrial, Telecom and Transportation. Supporting both of our business segments is our corporate and Hubbell Unified Business Solutions teams that provide consistent process, tools technologies across our businesses. We are committed to operating sustainably and ethically while promoting an inclusive and supportive culture for our people to grow and develop in their careers. Our employees proudly work and serve our communities from our headquarters in Shelton, CT, across the United States and around the globe. Hubbell Utility Solutions Hubbell Utility Solutions (HUS) enable the grid to conduct, communicate and control energy across utility applications. HUS provides the critical components that allow the grid to reliably transmit and distribute energy, as well as the communications and controls technologies to make the grid smarter and more flexible. Hubbell Incorporated, its subsidiaries and affiliates, is an EO Employer AA: M/F/Veteran/Disability. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity or any other protected class.

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