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Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </li></ul> 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 Schedule: Monday-Friday Open availability required + some Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent *****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

Bank of America

Financial Solutions Advisor Registration Candidate- Consumer Investments- West Hills Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client. Responsibilities: <ul> <li>Responsible for providing administrative and analytical support to Portfolio Manager(s)</li> <li>Provides support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews</li> <li>Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products</li> <li>Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner</li> <li>Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios</li> </ul> Qualifications: <ul> <li>Minimum of 1 year of experience with a financial institution focusing on client service and sales</li> <li>High net worth client service and sales experience desired</li> <li>BS/BA degree in Business, Finance or Economics desired</li> </ul> Skills: Account Management Attention to Detail Collaboration Recording/Organizing Information Written Communications Active Listening Adaptability Customer and Client Focus Issue Management Prioritization Critical Thinking Customer Experience Improvement Decision Making Pipeline Management 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. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 40

Private Bank Associate - Investments

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 Summary: This job is responsible for providing operational support for securities, loans, exchange traded derivatives and over the counter derivatives across multiple lines of business through the lifecycle of a trade. Key responsibilities include handling trading and operational activities before deadlines, maintaining internal systems and providing operational support to internal partners. Job expectations include maintaining a high degree of accuracy with customers and data to ensure compliance with regulations and policies. Responsibilities: <ul> <li>Processing Mandatory and Voluntary Corporate Actions for Fixed Income Instruments and supporting Fixed Income Desk.</li> <li>Cash/ Stock reconciliation for our counterparties on Stock Loan and Repo related queries within BofA across product, market, entity, trade status.</li> <li>Candidate must be on hand to offer premium Client service, deal with all Client queries, and manage the relationships between our clients and internal BofA departments.</li> <li>Direct interaction and oversight of daily processing functions within the team to ensure all control standards are met.</li> <li>Assist with large scale initiatives to drive operational excellence, reduce the risk profile, and be an integral part of the teams success. </li> <li>Oversee the daily reconciliations for Fixed Income Products. Ensuring elections are processing in timely manner. Allocation of payments received from paying agent in timely manner. Involvement in ad hoc projects for new processes or industry initiatives surrounding fixed income corporate actions. </li> <li>Performs set-up and maintenance of core data across client, account, instrument, and agreement data, and oversees data quality within key data platforms</li> <li>Ensures transactions are completed in an accurate and timely manner</li> <li>Provides operational support for one or more activities within the lifecycle of a trade, including trade processing, trade settlement, accounting and reconciliation, lifecycle events, and collateral management</li> <li>Conducts daily monitoring of client trading activity across multiple markets, servicing clients' needs</li> <li>Completes accurate, timely clearing and settlement of trades with internal and external counterparties, including reconciliation management and governance of trade fails and breaks</li> <li>Performs tasks accurately during high volume periods in a team environment</li> <li>Identifies and flags potential risks in a timely manner</li> </ul> Required Skills: <ul> <li>Minimum 0-1 year of previous experience in corporate actions / dividends space is required .</li> <li>Ability to conduct discussions with stock loan and repo counterparts in a confident manner. ---Excellent communication skills and ability to present subject matter to an audience. ---Demonstrate the ability to work under pressure in a team environment.</li> <li>Self-motivated and able to work with little or no supervision. Candidate will be able to manage their own time and know when to escalate issues.</li> </ul> Skills: <ul> <li>Collaboration</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Active Listening</li> <li>Adaptability</li> <li>Business Acumen</li> <li>Client Management</li> <li>Data Collection and Entry</li> </ul> Skills: <ul> <li>Collaboration</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Active Listening</li> <li>Adaptability</li> <li>Business Acumen</li> <li>Client Management</li> <li>Data Collection and Entry</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Markets Support Analyst

Job Description: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Bi-lingual Spanish (Preferred) Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program Financial Solutions Advisor Trainee: Capitol Hill

Job Description: 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 analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing. The Global Payment Operations (GPO) organization delivers global wire transfers and ACH payments for internal and external bank clients and supports end-to-end payment execution and investigations for transactions initiated through various channels. The team also provides sanctions screening on transactions for multiple products, in accordance with policies established by the Global Economic Sanctions Compliance team. This job is responsible for monitoring day-to-day payment flows, escalating, and providing resolution for various issues identified within operation's defined monitoring parameters. Key responsibilities include supporting defined procedures, routine analytics, and documenting tasks, and completing exception processing. Work Schedule: Sunday - Thursday 5 AM - 1:30 PM Responsibilities: <ul> <li>Assists with coordination of implementation for products, services, and operational solutions</li> <li>Supports the design, documentation, implementation, and monitoring of new products and services</li> <li>Provides guidance regarding procedural, technical, and operational changes</li> <li>Expands business products knowledge within operations environment</li> <li>Builds network by developing relationships with partners and teammates</li> <li>Inspects data to identify issues and trends</li> <li>Collects and interprets data to validate operational processes</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Monitoring, Surveillance, and Testing</li> <li>Process Performance Management</li> <li>Research</li> <li>Adaptability</li> <li>Business Analytics</li> <li>Critical Thinking</li> <li>Reporting</li> <li>Written Communications</li> <li>Data Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Process Design</li> <li>Process Effectiveness</li> <li>Strategic Thinking</li> </ul> Required Qualifications: <ul> <li>Ability to work independently and in a group setting</li> <li>Able to work overtime when needed</li> <li>Proficient with Microsoft Office suite </li> <li>Excellent communication skills both verbal and written</li> <li>Strong attention to detail</li> <li>Effective time management, organization, and task prioritization skills</li> </ul> Desired Qualifications: <ul> <li>General Banking experience especially in Global Payment Operations.</li> <li>Wire experience</li> <li>Systems experience</li> <li>Experience with troubleshooting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Operations Analyst - Global Payment Operations Event Management

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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 providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> <li>Obtained your insurance licenses</li> </ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Schedule: Monday-Friday Open availability required + some Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent *****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- South Bay Market

Financial Solutions Advisor- Consumer Investments- East San Gabriel Valley Market

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

Relationship Banker - Timonium Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing a unit for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving highly complex problems, ensuring compliance with policies, and developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow. Job expectations include managing employee performance, development, talent planning, and overseeing the budget, expenses, reporting, and forecasting. Responsibilities: <ul> <li>Manages staffing levels and capacities, prioritizes employee development by providing effective coaching and training, and shares constructive feedback to drive Operational Excellence</li> <li>Oversees end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines</li> <li>Develops and analyzes procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas</li> <li>Implements improvements to drive the growth to the overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness</li> <li>Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Diversity &amp; Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.</li> <li>Manager of Process &amp; Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.</li> <li>Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.</li> <li>People Manager &amp; Coach: Knows and develops team members through coaching and feedback.</li> <li>Financial Steward: Manages expenses and demonstrates an owner’s mindset.</li> <li>Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.</li> <li>Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.</li> </ul> Required Skills: <ul> <li>5 years of experience with commercial lending</li> <li>Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments</li> <li>Highly organized, proactive, and able to plan, prioritize and manage deliverables</li> <li>Strong written and verbal communication skills; able to target messaging to different audiences</li> <li>Syndicated loan experience </li> <li>Experience with LoanIQ </li> </ul> Desired Skills: <ul> <li>Adapts well to a quickly evolving environment</li> <li>Familiarity with commercial credit or commercial loan terminology</li> <li>Proficient computer skills, including Windows, Excel, Word, and Outlook</li> <li>Can work independently while balancing early escalation to ensure seamless closing</li> <li>Effective problem-solving skills</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Syndicated Fulfillment Manager

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Summary: Great opportunity to join our Global Commercial Banking Team! The Bank of America Middle Market segment is seeking a Senior Relationship Manager to join the Greater Philadelphia Team. The Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to $2 billion. The Relationship Manager will cover clients and prospects in the growing Greater Philadelphia market including Lehigh Valley and Scranton/Wilkes-Barre. Job Description: This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or 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 $50 million to $2 billion 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 domestic and international 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> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Prospecting</li> <li>Relationship Building</li> <li>Risk Management</li> <li>Financial Analysis</li> <li>Leadership Development</li> <li>Project Management</li> <li>Referral Identification</li> <li>Sales Performance Management</li> <li>Business Development</li> <li>Client Experience Branding</li> <li>Continuous Improvement</li> <li>Data and Trend Analysis</li> <li>Pipeline Management</li> </ul> Required Skills: <ul> <li>7+ years’ experience in broad based commercial lending/corporate finance/relationship management experience</li> <li>Demonstrates ability to successfully manage an extensive portfolio of clients.</li> <li>Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions. </li> <li>Professional proven sales skills and experience, including planning, execution and follow up of client meetings. </li> <li>Strong corporate finance, capital markets and accounting acumen. </li> <li>Financial modeling experience and the completion of a formal credit training is required. </li> <li>Outstanding oral and written communication skills. </li> <li>Demonstrated leadership ability. </li> <li>Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. </li> <li>Securities Industry Essentials (SIE), Series 7 &amp; 63 (Must obtain SIE, series 7 &amp; 63 license within 180 days of start date)</li> </ul> Desired Skills: <ul> <li>Undergraduate degree in related field or equivalent work experience. MBA desirable.</li> <li>Existing knowledge of the market preferred.</li> <li>Active member/participation in local community organizations </li> <li>Highly desirable to have active networking contacts and Centers of Influence established in local markets</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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