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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Manages most advanced &amp; complex portfolio within a given segment of specialty assets, i.e., the real estate, oil &amp; gas, farm &amp; ranch, timberland and private businesses group. Partners closely with Private Bank relationship/client managers - provides creative solutions to complex customer/asset needs. Core responsibilities include: <ul> <li>Provide deep subject matter expertise on commercial and residential real estate properties. </li> <li>Direct and oversee a team of external real estate Asset Managers for assets held within Fiduciary accounts to ensure best-in-class client service.</li> <li>Provide fiduciary oversight and approvals for activities related to client’s real estate holdings to ensure clients’ best interests are top priority and asset enhancement activity is ongoing.</li> <li>Trouble shoot and facilitate efficient problem-solving on issues related to client service and real property assets.</li> <li>Facilitate communication with the client team and clients on material changes impacting asset performance.</li> <li>Collaborate with client facing teams and internal business groups to educate the field on specialty asset management capabilities, and support business development activities.</li> <li>Adhere to compliance and regulatory processes and procedures.</li> <li>Support and/or lead ad-hoc projects and initiatives.</li> </ul> Required qualifications: <ul> <li>5+ years hands on experience working with fiduciary accounts and commercial real estate.</li> <li>Excellent communication skills, both written and oral</li> <li>Demonstrated passion for delivering exceptional client service</li> <li>Ability to develop and maintain collaborative relationships both internally and with external clients</li> <li>Skilled in multi-tasking and managing priorities effectively</li> <li>Ability to identify and escalate issues</li> <li>Team Player</li> <li>Ability to adapt to a rapidly changing and fast paced business and technology environment</li> <li>Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines</li> <li>Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook.</li> </ul> Desired qualifications: · Knowledge of real estate and investment concepts preferred. · Knowledge and experience working with Fiduciary relationships and OCC regulations · BA/BS degree preferred. · Real Estate credentials (e.g. CCIM). Skills: <ul> <li>Collaboration</li> <li>Decision Making</li> <li>Issue Management</li> <li>Prioritization</li> <li>Strategic Thinking</li> <li>Critical Thinking</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Project Management</li> <li>Written Communications</li> <li>Active Listening</li> <li>Adaptability</li> <li>Analytical Thinking</li> <li>Continuous Improvement</li> <li>Innovative Thinking</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Specialty Asset Management (SAM) Associate III

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: The Portfolio Management Officer (“PMO”) will be responsible for underwriting new credit requests and monitoring credit exposure for existing Bank of America Business Capital (“BABC”) clients. BABC provides asset-based loans to clients in the Global Commercial Bank and Global Corporate and Investment Bank, partnering closely with the relationship management teams, product partners and capital markets teams. Facilities range from twenty million to over three billion in size and are typically secured with a first lien on all assets. The PMO will work closely with Credit Officers, senior team members, and product partners to serve the credit needs of clients. Typical duties include analyzing financial and collateral performance, completing portfolio monitoring responsibilities, and preparing recommendations for approval. The PMO will also have the opportunity to collaborate with the deal team on preparation of term sheets and client presentations, as well as review and negotiate loan documentation. Moreover, they will have the opportunity to directly interface with clients, financial sponsors, and financial intermediaries. The PMO will be expected to monitor financial trends to proactively identify macro issues and opportunities within industries. They should deliver clear and concise analysis to facilitate decision making, while also ensuring adherence to BofA’s internal credit policies, guidelines and applicable regulatory requirements. Over time, they would have the opportunity to transition into a senior role, managing a portfolio of BABC clients. Job Responsibilities: <ul> <li>Financial Statement Analysis</li> <li>Collateral Analysis</li> <li>Preparation of credit approval write-ups</li> <li>Preparation of term sheets and client presentations</li> </ul> Required Qualifications: <ul> <li>2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship management, leveraged finance, loan syndications, or restructuring/workout </li> <li>Strong credit, financial analysis and modeling skills</li> <li>Proficient in Word, Excel, and PowerPoint</li> </ul> Desired Qualifications: <ul> <li>Bachelor's degree in Accounting and/or Finance</li> <li>Completion of a formal bank credit training program</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Credit Documentation Requirements</li> <li>Underwriting</li> <li>Collateral Management</li> <li>Decision Making</li> <li>Financial Analysis</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Business Acumen</li> <li>Loan Structuring</li> <li>Negotiation</li> <li>Portfolio Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Portfolio Management Officer I/II-Asset Based Finance

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. The Senior Information Security Officer will be a member of the Business Information Security Officer's (BISO) organization and work closely with the line of business Chief Information Officers (CIOs)/Chief Technology Officers (CTOs). In this role, you will be supporting the Real Time Communications and Productivity Team to develop a deep understanding of the business in order to have specialized information security risk-based discussions. This relationship will ensure a focus on the right risk priorities. You will also provide guidance on information security topics, policies and controls. Additionally, this role will support strategic and highly visible portfolio rollouts in our Productivity portfolio including M365 and enabling Artificial Intelligence capabilities on our enterprise meeting platforms. Required Skills • Has a deep understanding of M365 and related components • Information Security &amp; Technology professional with 10+ years of experience in security architecture and/or Information Security • 5+ years of risk management experience with proven ability to effectively apply risk principles to challenging business situations • Subject matter expertise in cloud security, virtualization, application architecture, design patterns, vulnerability testing and development of risk appetite • Experience evaluating cyber security controls and providing guidance for platform or distributed computing platforms, including (Cloud/SaaS/IaaS/PaaS) • Exceptional executive presentation and communication skills • Excellent influencing and problem resolution skills • Ability to be comfortable delivering messages across a wide spectrum of individuals having varying degrees of technical understanding • Strong leadership skills and qualities which enable you to work with peers and various levels of management Desired Skills: • Experience working on cloud implementations in Microsoft Azure, Amazon Web Services and Google Cloud Platform environments • Bachelors and/or Master’s degree in Computer Science, Information Technology or related field Scale/Scope • Possess strong / experienced cybersecurity architecture and/or application security background; with solid knowledge of Financial Service requirements for regulated users • Serves as an Information Security subject matter expert and participates in the development, implementation and maintenance of information security for the line of business (LOB) • Provides guidance and advocacy regarding the prioritization of LOB investments that impact information security • Advises LOB management on risk issues related to information security and recommends actions in support of the bank's wider risk management and compliance programs • Consults on M365 Security Baselines • Exchange online, Sharepoint online, Teams and more • Consults on Mobile security strategy, design, implementation and migration for LOB projects • For key initiatives – Assess security opportunities and challenges and partner to determine best future state • Influence and drive collaboration across teams for key initiatives, bringing in key stakeholders • Serve as subject matter expert in BISO process and participate in training for new employees • Monitors information security trends internal and external to the bank and keeps LOB leadership informed about information security-related issues • Serve as the backup for teammate responsible for supporting our End User Platforms – another high profile &amp; visible portfolio • For key initiatives – Assess security opportunities and challenges and partner to determine best future state • Ensures user experience is top of mind and never sacrifices security • Ensures compliance with policies and laws This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift:1st shift (United States of America) Hours Per Week: 40

Sr. Business Information Security Officer - Employee Experience Technology

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! **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.** 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 degree such as business management, business administration, or finance. • Bilingual Skills in Spanish 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 (Spanish Language Preferred)

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 complex features to deliver significant business outcomes. Key responsibilities of the job include delivering complex features and technology, enabling development efficiencies, providing technical thought leadership based on conducting multiple software implementations, and applying both depth and breadth in a number of technical competencies. Additionally, this job is accountable for end-to-end solution design and delivery. Position Summary: <ul> <li>Technology architecture and design of the Claims Technology capabilities.</li> <li>Stability, resiliency, performance, and disaster recovery strategy/plans/testing of the Claims platform</li> <li>Alignment of technology strategy to enterprise data architecture principles</li> <li>Design and development best practices as well as review processes to ensure consistency. Establishing quantitative metrics to demonstrate adherence to best practices</li> <li>Day-to-day oversight, management, and support of Claims platform</li> <li>Reviewing tools &amp; technologies to improve capabilities and performing proof of concepts to evaluate and integrate new tools &amp; technologies.</li> <li>Design and development of the foundational framework components to promote reusability across the platform.</li> <li>Creating and maintaining technology roadmap for Claims platform in partnership with Business Stakeholders.</li> <li>Providing business domain subject matter expertise in Claims.</li> <li>Ensuring application LOB technology strategy adherence with overall regulatory technology strategy via deep domain and technology expertise and ongoing interaction with enterprise architecture.</li> </ul> Responsibilities: <ul> <li>Ensures that the design and engineering approach for complex features are consistent with the larger portfolio solution</li> <li>Define the technology tool stack for the solution and evaluate and adapt new testing tool/framework/practices for team(s)</li> <li>Enables team(s)/applications with Continuous Integration/Continuous Development (CI/CD) capabilities and engages with other technical stakeholders pertaining to efficient functioning of CI-CD pipeline</li> <li>Guides and influences team(s) on design and best practices for high code performance –e.g. pairing, code reviews</li> <li>Provides end-to-end delivery of complex features, including automation, for either a single team or multiple teams, at the program level</li> <li>Conducts research, design prototyping and other exploration activities such as evaluating new toolsets and components for release management, CI/CD, and features</li> <li>Works with stakeholders to establish high-level solution needs and with architects for technical requirements</li> </ul> Required Qualifications: <ul> <li>Possess 12+ years of experience as an architect, development lead in a complex financial industry data environment.</li> <li>Extensive experience working in a complex workflow automation and excellent understanding of Banking.</li> <li>Strong proven experience in workflow / Case Management solutions using Pega.</li> <li>Strong proven experience in handling medium to large size Pega Application development projects by providing solution design &amp; architecture.</li> <li>Owns end to end solution architecture and design for a set of applications within the portfolio</li> <li>Extensive hands-on architecture, design and development experience with large-scale application &amp; technology solutions with multiple stakeholders. Reusable framework design/development experience is a plus.</li> <li>Extensive hands-on architecture, design and development of micro services general patterns and practices.</li> <li>Demonstrate strong leadership, communication, analytical and organizational skills.</li> <li>Ability to effectively manage day-to-day interactions and relationships with a diverse group of colleagues.</li> <li>Put people at ease when necessary and instill a high degree of trust quickly and genuinely.</li> <li>Effectively manage resource allocations to match the budget and keep track of it</li> <li>Effectively lead teams and inspire others to achieve goals through innovation, quality and excellence</li> <li>Contribute to improve process efficiencies/ Agile enablement etc. for the benefit of the organization</li> <li>Manage/track team compositions and maintain balance within Agile teams in regard to resource attrition (Dev)</li> </ul> Desired Qualifications: <ul> <li>A motivated individual who is passionate about technology and has demonstrated track record of high integrity, energy and optimism.</li> <li>An individual with excellent communication skills, both oral and written; a person who is articulate and a good presenter of ideas.</li> <li>Be able to work in a fast paced environment to drive quality goals while meeting aggressive delivery deadlines.</li> <li>Be able to develop, convey and defend a point of view</li> <li>A good listener; a person who seeks input and involves others in his/her communications; a person who values and cultivates relationships.</li> <li>An individual with a demonstrated ability to influence without authority.</li> <li>A professional who is apolitical, business-focused and exercises good judgment.</li> <li>An individual with a demonstrated ability to get things done and make things happen; a person who is resourceful, seizes opportunities and is an innovator</li> <li>A bachelor’s and/or master’s degree in computer science (data science) or related field is highly desirable.</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

Senior Engineer

Job Description: 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! Our Specialized Product Sales team is part of the Bank of America Global Payments Solutions organization which provides our clients with best in class innovative cash management and payments solutions. The Specialized Product Sales team is accountable to deliver our payables solutions to the Bank’s corporate, commercial, and business banking clients as well as financial institutions, non-bank financial institutions and public sector entities. This Specialized Product Sales role is responsible for performing proactive lead generation and business development engagements via client engagement and partner collaboration. The candidate will lead formal client engagements for the Bank’s payables offering including sourcing, RFP responses, pricing strategy, formal pitches, software demonstrations, and formal presentation. The candidate will have in depth knowledge of our payables offering across the Global Payments Solutions platform, including Corporate Travel and Purchasing Cards, Virtual Payables, Comprehensive Payables and other B2B payables products. <ul> <li>Own the sales efforts through proactive prospect lead generation and the development and nurturing of client relationships</li> <li>Engage in continuous education to maintain status as a best-in-class subject matter expert with deep understanding of product functionality, value proposition, industry trends and the competitive landscape</li> <li>Write RFI/RFP responses and deliver best and final presentations to clients and their leadership team</li> <li>Create and drive routines with all key business partners such as Product Management, Treasury Sales, Relationship Management, Implementations, Customer Service, Product Sales, and executive leadership</li> <li>Brief senior leaders on sales efforts, deal overview and strategy to win</li> <li>Be the voice of our clients to drive innovation and enhancements to our product offering on a regular and formal basis</li> <li>Partner with the broader bank organization to gain access to senior level contacts within prospects/client</li> <li>Conduct and lead client presentations to all levels of client organizations, including senior treasury, finance, purchasing and travel management teams via video conferencing and collaboration sites, by phone or in-person</li> <li>Perform platform/technology demonstrations and communicate features and benefits to clients</li> <li>Price deals and lead pricing and contract negotiations with clients</li> <li>Develop and deliver internal training sessions on products, services and value propositions to Treasury Sales and Relationship Management Teams, and other business partners</li> <li>Represent the organization at internal and external client conferences and trade shows, and generating new leads for Card and Comprehensive Payables business</li> </ul> *Required Skills: “Must” have these skills to be minimally qualified. <ul> <li>BA/BS Degree or equivalent work experience</li> <li>Minimum 3 years of experience in the payables marketplace, with an understanding of the competitive landscape and regional marketplace variations</li> <li>Global Commercial Card &amp; Comprehensive Payables subject matter expertise, in sales, account management or product role</li> <li>Sales experience within a large, global financial institution</li> <li>Knowledge of treasury management and card and comprehensive payables services</li> <li>Project management skills</li> <li>Experience in Accounts Payable</li> <li>Proven ability to work in a demanding, fast-paced global environment</li> <li>Experience working within a highly matrixed organization</li> <li>Strong communication skills, both verbal and written</li> <li>World-class presentation skills</li> <li>Proven leadership skills across multiple organizations</li> <li>Ability and desire to think creatively to deliver business results, both independently and as part of a team</li> <li>Experience leading technology demonstrations and discussions</li> <li>Ability to manage multiple projects simultaneously</li> <li>Skilled in working with Microsoft Office applications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Product Sales Manager  - Global Payments Solutions

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor: Dallas Market

<h2>#WeAreONEOK – Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused. </h2>JOB SUMMARYONEOK is seeking a highly motivated individual to join the Refined Products &amp; Crude (RP&amp;C) Planning team. This role works closely with all RP&amp;C departments and requires excellent customer service and effective communication. This role is hybrid: Office (Tulsa or Dallas) - Monday, Tuesday, and Thursday Remote - Wednesday and Friday Supports in understanding the financial performance of assets and enabling informed decision-making and strategic planning. This role is responsible for analyzing financial data, preparing reports and supporting the monthly flash and annual budget process to ensure accurate financial planning and performance tracking. Actively contribute to the decision-making process throughout the organization by delivering accurate, timely and consistent analysis, insights and recommendations; in addition to driving innovation and continuous improvement through the development of value-add forecasting, analytical tools and collaboration across ONEOK's business. • Forecasting / budgeting • Reporting and variance analysis • Partner with cross-functional teams • Evaluate current processes and make recommendations for enhancementsJob Profile Summary Perform advanced level activities related to compiling, analyzing and preparing complex financial planning models and information pertaining to forecasting and the annual plan for the Refined Products &amp; Crude Segment.Essential Functions and Responsibilities<ul> <li>Compile data and prepare models that simulate forecasting trends including, but not limited to:<ul> <li>Volume</li> <li>Price</li> <li>Spreads</li> <li>Financial ratios</li> </ul> </li> <li>Research and review variances and provide explanations and documentation to explain the validity of variances between plan, forecast and actual figures</li> <li>Verify, review, and/or perform calculations and/or analyses including, but not limited to:<ul> <li>Forecasted verses actual expense</li> <li>Projections/forecasts</li> <li>Financial ratios</li> <li>Investment opportunities</li> <li>Working capital requirements</li> <li>Rates of return</li> <li>Financial statements</li> <li>Industry specific financial schedules</li> <li>Dividends and distributions</li> <li>Corporate overhead expenses</li> <li>Capital expenditures</li> </ul> </li> <li>Compile, verify and/or review financial information including, but not limited to:<ul> <li>Financial reports</li> <li>Board of Directors presentations</li> <li>Investor presentations</li> </ul> </li> <li>Develop, analyze and/or model operational, economic, management and accounting data</li> <li>Provide information and guidance to employees from auditing firms, management, and others concerning planning, accounting processes, various financial reports, and forecasts</li> <li>Evaluate current processes and make recommendations for enhancements</li> <li>Provide guidance and training to other employees as needed</li> <li>Provide expertise in the application of enterprise performance management software</li> </ul>Education<ul><li>Bachelor's Degree in finance, accounting, or other related field and/or an equivalent formal education including the following job-related experience:</li></ul>Work Experience<ul> <li>5 - 8 years Forecasting and Analysis experience</li> <li>Experience interpreting and applying generally accepted accounting methods and procedures</li> <li>Experience in use of software such as: Microsoft Excel, Word, Access, PowerPoint and/or Hyperion Planning or Hyperion Strategic Finance (HSF)</li> <li>Extensive experience and/or training related to:<ul> <li>Economic forecasting/modeling and planning and forecasting functions</li> <li>Energy industry economics and financial analysis functions</li> <li>Communication/interpersonal skills</li> <li>Commodity marketing</li> <li>Financial risk management</li> <li>Report writing</li> </ul> </li> <li>Experience researching, composing, reconciling, and preparing reports, studies, forecasts, financial models and correspondence applicable to position</li> <li>Experience reading and analyzing financial statements and company and investor correspondence</li> <li>Experience interacting, advising, and communicating effectively</li> <li>Experience working in a team environment</li> <li>Experience managing and prioritizing multiple projects</li> <li>Experience developing and presenting information to individuals and groups</li> </ul>Knowledge, Skills and Abilities<ul> <li>Knowledge of: areas related to finance and treasury</li> <li>Ability to: interpret and apply financial planning and analysis methods and procedures</li> <li>Ability to: apply math, algebra, and statistical methods</li> <li>Ability to: prioritize work load and deliverables</li> <li>Ability to: communicate and/or exchange information; conduct oral presentations</li> </ul>Licenses and Certifications<ul> <li>Certified Management Accountant (CMA) preferred or</li> <li>Certified Public Accountant (CPA) preferred or</li> <li>Certified Corporate FP&amp;A Professional preferred</li> </ul>Strength Factor Rating - Physical Demands/Requirements<ul><li>Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.</li></ul>Strength Factor Description - Physical Demands/Requirements<ul> <li>Standing: Remaining on one's feet in an upright position at a work station without moving about (Occasionally)</li> <li>Walking: Moving about on foot (Frequently)</li> <li>Sitting: Remaining in a seated position (Constantly)</li> <li>Lifting: Raising or lowering an object from one level to another (includes upward pulling) (Occasionally)</li> <li>Carrying: Transporting an object, usually holding it in the hands or arms, or on the shoulder (Occasionally)</li> <li>Pushing: Exerting force upon an object so that the object moves away from the force (Occasionally)</li> <li>Pulling: Exerting force upon an object so that the object moves toward the force (includes jerking) (Occasionally)</li> <li>Climbing: Ladders, Stairs (Occasionally)</li> <li>Balancing: Maintaining body equilibrium to prevent falling (Occasionally)</li> <li>Stooping: Bending the body downward and forward by bending the spine at the waist (Occasionally)</li> <li>Kneeling: Bending the legs at the knees to come to rest on the knee or knees (Occasionally)</li> <li>Crouching: Bending the body downward and forward by bending the legs and spine (Occasionally)</li> <li>Crawling: Moving about on the hands and arms in any direction (Occasionally)</li> <li>Reaching: Extending hands and arms in any direction (Constantly)</li> <li>Handling: Seizing, holding, grasping, turning or otherwise working with the hand or hands (Manual Dexterity) (Constantly)</li> <li>Fingering: Picking, pinching or otherwise working with the fingers primarily (Finger Dexterity) (Constantly)</li> <li>Feeling: Perceiving such attributes of objects/materials as size, shape, temperature, texture, movement or pulsation by receptors in the skin, particularly those of the finger tips (Constantly)</li> <li>Talking: Expressing or exchanging ideas/information by means of the spoken word (Frequently)</li> <li>Hearing: Perceiving the nature of sound by the ear (Frequently)</li> <li>Tasting/Smelling: (Occasionally)</li> <li>Near Vision: Clarity of vision at 20 inches or less (Constantly)</li> <li>Far Vision: Clarity of vision at 20 feet for more (Frequently)</li> <li>Depth Perception: Three-dimensional vision; ability to judge distances and spatial relationships so as to see objects where and as they actually are (Frequently)</li> <li>Vision: Color - The ability to identify and distinguish colors (Constantly)</li> </ul>Working Conditions/Environment<ul><li>Employee is subject to inside environmental conditions</li></ul>Working Conditions<ul> <li>Well lighted, climate controlled areas (Constantly)</li> <li>Frequent repetitive motion (Constantly)</li> <li>CRT (Computer Monitor(s)) (Constantly)</li> </ul>Travel<ul><li>Travel in and around office facilities and job sites system wide</li></ul>Driving<ul><li>Based on assigned tasks, employee may be assigned a company vehicle requiring the applicable driver's license</li></ul>ONEOK is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, sex, pregnancy, sexual orientation, age, religion, creed, national origin, gender identity, disability, military/veteran status, genetic information or any other categories protected by applicable law.The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of ONEOK.ONEOK is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation email <a href="mailto:HRSolutions@ONEOK.com" target="_blank">HRSolutions@ONEOK.com</a> or call 1-855-663-6547​. #LI-HYBRIDExpected Salary Range$87,000.00 - $131,000.00

ONEOK

Financial Analyst III - Crude

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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 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 *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Mid-Cities DFW 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 Details: In Global Payments Solutions our purpose is to develop and deliver a robust set of payment solutions in support of our eight lines of business so consumers and businesses choose us for their financial transaction and cash management needs. Work with us at the confluence of responsible growth, risk management and exceptional client care as a critical part of the Contract Management team. The team closes contractual negotiations with Bank of America clients around the world as quickly and efficiently as possible, reducing time to revenue and minimizing legal costs, while protecting both the client relationship and BofA’s risk position. The Contract Manager serves as an internal “business consultant” regarding all contract matters and performs the most complex work associated with client contracting services for the organization. That work includes drafting, negotiating, reviewing and administering complex, high-value, multifaceted contracts, while working closely with business stakeholders and external clients. Responsibilities: <ul> <li>Apply experience, industry standards and knowledge of treasury management products, corporate formation documents, and Bank of America policies to address related credit, risk, compliance, legal, operational, and business issues with our clients in the United States and Latin America. The broader contract management team supports all GPS cash management business which includes trade services, card products, and deposit account control agreements.</li> <li>Draft, negotiate, review and administer complex, high-value, multifaceted contracts, working closely with business stakeholders and external clients.</li> <li>Facilitate communications among sales, implementation, product, operations, compliance, risk, credit officers, legal staff, and client managers to promptly resolve documentation issues</li> <li>Perform analytic, legal and business reviews of contractual language in contracts, schedules and amendments and develop general, special and operational provisions in contracts to ensure maximum benefit to the company and to limit risk.</li> <li>Apply strong verbal and written communications skills to represent Bank of America in negotiations and communications with clients, stakeholders and internal/external counsel at all levels of management.</li> <li>Conduct contract administration duties including contract request receipt, contract documentation, execution and record-keeping, ensuring the smooth flow of contract execution and administration.</li> <li>Develop strategies to resolve and manage potential problems on major contracts to effectively meet organizational goals and objectives.</li> <li>Assess and advise business personnel of contractual issues and business risks associated with contracts to eliminate unnecessary liability, ensure compliance and reduce legal entanglements.</li> <li>Serve as an expert resource, reinforcing, advising and instructing company personnel on corporate policy, compliance and legal requirements, documentation standards and options and procedures related to developing contractual arrangements.</li> </ul> Required Qualifications: <ul> <li>Strong communicators who value giving and receiving feedback, can easily build relationships and who are quick thinking, flexible and always learning and sharing knowledge</li> <li>Broad knowledge of and comfort working with complex legal documentation (contracts)</li> <li>Conduct negotiations effectively, balancing competing objectives to achieve optimal results</li> <li>Handle a full workload with tight deadlines and manage competing priorities</li> <li>Manage numerous competing, complex documentation assignments.</li> <li>Exercise sound judgment and independent decision-making, including knowing when to escalate contract matters and issues to managers and/or attorneys when appropriate.</li> <li>Maintain objectivity in balancing bank risk with client needs and satisfaction</li> <li>Reliability, discretion and ability to handle sensitive information and maintain confidentiality</li> </ul> Desired Qualifications: <ul> <li>Previous financial services industry experience in corporate or commercial banking</li> <li>Previous legal experience a plus</li> <li>Company legal structures, e.g., sole proprietorships, partnerships, limited partnerships, LLCs, corporations, trusts, etc. knowledge</li> <li>Transaction banking products experience</li> </ul> Minimum Educational Requirements: Undergraduate/graduate degree required with Juris Doctorate degree, paralegal/technical contract training or equivalent work experience preferred (minimum three years) Skills: <ul> <li>Analytical Skills</li> <li>Verbal Communication Skills</li> <li>Written Communications Skills</li> <li>Negotiation Skills</li> <li>Organizational Skills</li> <li>Prioritization Skills</li> <li>•Strong project management and process skills, able to</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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