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At ConsumerAffairs, we’re on a mission to help consumers make smarter buying decisions by collecting real stories from real people. As a Telephone Customer Feedback Specialist, you'll conduct phone interviews with customers of top-rated brands to capture their experiences—both good and bad. These reviews help other consumers navigate major life purchases.This is not a sales role. It’s a people-first position where listening, empathy, and clear communication are the most important skills. You’ll also use AI-powered tools to help streamline your workflow, so being curious and tech-comfortable is required.What You’ll Do:<ul> <li> Conduct professional, phone-based interviews with customers to collect detailed feedback </li> <li> Navigate conversations with empathy and tact—even when customers are frustrated or emotional </li> <li> Maintain high levels of accuracy and quality in every review </li> <li> Manage your daily call volume, reporting, and performance goals with independence </li> <li>We’re looking for AI Natives—people who are curious, tech-comfortable, and always thinking about how to work smarter.</li> </ul> What We’re Looking For:<ul> <li> 1+ year of experience in a customer support, call center, or phone-based role </li> <li> Strong verbal communication skills and the ability to build rapport quickly </li> <li> Resilience and emotional maturity—you're calm under pressure and take feedback well </li> <li> Detail-oriented, organized, and comfortable managing your own metrics </li> <li> Curious and tech-friendly—you’re open to learning and using AI tools </li> </ul> <ul> <li>Health Care Plan (Medical, Dental &amp; Vision)</li> <li>Retirement Plan (401k)</li> <li>Life Insurance (Basic, Voluntary &amp; AD&amp;D)</li> <li>Paid Time Off (Vacation, Sick &amp; Public Holidays)</li> <li>Family Leave (Maternity, Paternity)</li> <li>Short Term &amp; Long Term Disability</li> <li>Hybrid Schedule</li> <li>Free Food &amp; Snacks</li> </ul>

ConsumerAffairs

Telephone Customer Feedback Specialist, AI Native

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our <a href="https://www.coinbase.com/mission" target="_blank">work culture</a> is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. Security is a primary competency at Coinbase, and the Threat Intelligence team within Security Operations keeps a watchful eye over every aspect of it. Every day, we go to battle against some of the most sophisticated attackers in the world to protect billions of dollars worth of digital assets and ensure that our customers and employees can enjoy a safe, trusted experience. As Coinbase scales globally, our team is scaling along with it, using a blend of tooling, automation, and strategic team growth to ensure that we’re well-equipped to protect the next billion users of crypto. Join our dynamic threat intelligence team at Coinbase to enhance our threat intelligence platform. Your work will directly support our mission of securing crypto assets by developing capabilities within Vertex Synapse to address the evolving needs of our stakeholders and enhance the efficacy of our threat detection and response. What you’ll be doing (ie. job duties): <ul> <li>Develop and integrate external and internal enrichments and power-ups with Vertex Synapse</li> <li>Collect and support stakeholder intelligence needs through tool development within Vertex Synapse to satisfy collection management requirements</li> <li>Quickly create and fine-tune tools to improve security operations processes and ensure the tools integrate into data processing pipelines</li> <li>Enhance the efficiency of processes within Vertex Synapse related to the collection, analysis, storage, tagging, and enrichment of indicators of compromise (IoCs) and associated data to improve the detection and mitigation of cyber threats</li> <li>Work closely with security operations teams to align on collection requirements and translate operational requirements into technical specifications</li> </ul> What we look for in you (ie. job requirements): <ul> <li>3+ years of experience developing enrichments, automations, and tagging in threat intelligence platforms, specifically Vertex Synapse</li> <li>Technical proficiency in software development, including demonstrable experience in creating and maintaining security tools</li> <li>Exceptional analytical skills to dissect complex problems and synthesize actionable insights, supported by an ability to discover opportunities for unique data correlations</li> <li>Ability to rapidly prototype and iterate tool development to adapt to evolving threat intelligence needs</li> <li>Experience managing security telemetry data </li> <li>Excellent communication skills and a collaborative mindset to work efficiently with cross-functional teams</li> </ul> Job #: P70662 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)). Pay Range: $144,500—$170,000 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. <h3>Commitment to Equal Opportunity</h3> Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">here</a>. Additionally, Coinbase participates in the <a href="https://static-assets.coinbase.com/e-verify.pdf" target="_blank">E-Verify program</a> in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations[at]coinbase.com to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site <a href="https://chrome.google.com/webstore/detail/chromevox/kgejglhpjiefppelpmljglcjbhoiplfn" target="_blank">click here to download</a> a free compatible screen reader <a href="http://www.chromevox.com/tutorial/" target="_blank">(free step by step tutorial can be found here)</a>. <h3>Global Data Privacy Notice for Job Candidates and Applicants</h3> Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available <a href="https://www.coinbase.com/legal/applicant_privacy_notice" target="_blank">here</a>. By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined <a href="https://www.coinbase.com/legal/application-arbitration-agreement" target="_blank">here.</a>

Coinbase

Synapse Engineer, Threat Intelligence

CBRE

Senior Transaction Manager

Req ID: 76647 Location: Tulsa -TUL Areas of Interest: Bank Operations Pay Transparency Salary Range: Not Available Application Deadline: 06/28/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> Our bank operations team ensures the efficient and accurate processing of financial transactions, compliance with regulatory requirements, and the implementation of best practices. They manage daily banking operations, including transaction processing, account maintenance, and customer service. The team is dedicated to improving operational efficiency, mitigating risks, and supporting the overall goals of the bank. <h2>Job Description</h2> The IRA Specialistis primarily responsible for ensuring all compliance requirements established by the IRS pertaining to IRAs are met; Includes monitoring all IRA products ensuring monetary transactions are valid and coded correctly according to IRS regulations. Performs quality review of all new IRAs and maintenance on transactions completed by other lines of business. Assist in the tax reporting process while staying knowledgeable of IRS tax and ever-changing IRA regulations. This position also engages in frequent communication with internal and external partners providing guidance as it pertains to IRA procedures through the Fidelity Applications according to the IRS regulations. <h2>Team Culture</h2> At BOK Financial, you’ll join a dedicated team that values integrity and company principles. The culture here promotes knowledge growth, skill development, and strategic thinking. You’ll have the flexibility to advance and make decisions, all while collaborating with various stakeholders to solve problems and maximize volume. <h2>How You'll Spend Your Time</h2> <ul> <li>You will perform quality reviews of IRA legal documentation and transactions, including new account setup, client information input, maintenance, and tax reporting coding. Ensure timely corrections and document mailing before IRS deadlines.</li> <li>You will communicate with internal partners to resolve customer issues such as stop payments, interest errors, account styling, and complex research on closed accounts.</li> <li>You will complete daily requests through the incident reporting system, including IRS corrections, 1099R/5498 corrections, product changes, penalty adjustments, and tax withholding.</li> <li>You will process IRA transfers, distributions, and rollovers, ensuring proper documentation and coding. Handle requests via DocuSign and external financial institutions.</li> <li>You will monitor Start Right IRA account openings for accuracy and funding, and research automation failures to minimize client impact.</li> <li>You will maintain IRS compliance by staying updated on regulatory changes and attending annual training seminars. Assist Accounting with resolving out-of-balance conditions.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion associate degree in Banking or Finance and 1-2 years banking experience relating to IRA Processes, Procedures and Regulations or 3-4 years’ experience in banking relating to IRA Processes, Procedures, and Regulations. <ul> <li>Thorough knowledge and understanding of IRS Rules and Regulations for IRAs; Ability to effectively provide guidance on rules and regulations.</li> <li>Basic office skills including 10-key by touch, typing 30-40 wpm.</li> <li>Good analytical and critical thinking skills.</li> <li>Good PC skills including Microsoft Word, Microsoft Office Outlook, and Microsoft Excel.</li> <li>Demonstrate strong interpersonal skills when working closely with internal business partners.</li> <li>Excellent telephone and verbal communication skills.</li> <li>Excellent organizational skills and commitment to task in resolving customer issues in a timely manner.</li> <li>Detail oriented to review and ensure the overall quality of all IRA Information. </li> <li>Ability to prioritize and meet deadlines in high-pressured environments. </li> </ul> BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

IRA Specialist

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! Partners with Global Commercial Bank (GCB) relationship managers to identify employee benefits sales opportunities (Defined Contribution, Defined Benefit, NQDC, Equity, Health Benefit Solutions). Coordinates pipeline with RMs and sales teams. Develops and leverages strategies for client engagement and activities. Serves as the lead for preparation of sales materials, pricing and proposals as well as client interaction through close of sales for Defined Contribution, Defined Benefit and NQDC opportunities in corporate market market segment. Provides guidance to more junior staff, but has no formal supervisory responsibility. Required: <ul> <li>10 years of Retirement or Benefits experience; of which five or more years should be sales related.</li> <li>Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales skills.</li> <li>Series 7 and 63/65 or 66 and Insurance Licenses.</li> </ul> Skills: <ul> <li>Business Acumen</li> <li>Business Development</li> <li>Oral Communications</li> <li>Pipeline Management</li> <li>Presentation Skills</li> <li>Benefits Plan Development</li> <li>Client Management</li> <li>Emotional Intelligence</li> <li>Product Marketing and Branding</li> <li>Active Listening</li> <li>Collaboration</li> <li>Executive Presence</li> <li>Relationship Building</li> <li>Sales Strategy</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Workplace Benefits Solutions - Corporate 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! About the Team: The Global Technology Service Management function is a new team charted with designing, implementing and managing next generation Service Management policies, processes and solutions. Our mission is to ensure the appropriate controls and capabilities are in place to enable the delivery of stable, resilient, and available technology services to our customers and employees. Job Description: The ServiceNow Lead Developer will have a leading role in developing the ServiceNow platform as defined by the Product teams and guide the development team in solution design and implementation approaches that align to best practices. This job is responsible for infrastructure tool/service designs within technical domains in accordance with architectural governance, standards and policies. Key responsibilities include facilitating deployment of tools/services by leading others in solution development, maintenance of templates, playbooks and automation used during implementation. Job expectations include demonstrating expertise within technical domains, decomposing issues or objectives into work units, advancing efficient solution delivery practices, and promoting exceptional design, engineering and organizational practices. Responsibilities: <ul> <li>Contributes to the ServiceNow platform roadmap and strategy</li> <li>Develop and maintain the ServiceNow platform in alignment with the strategy</li> <li>Enforce platform engineering and development standards</li> <li>Review and evaluate demand for fit and alignment to products and identify complex features requiring additional due diligence</li> <li>Provide input to and sign off on solution design for complex features</li> <li>Manage ServiceNow code quality control processes and routines</li> <li>Lead and mentor a team of developers assigned to specific ServiceNow products</li> <li>Manages and prioritizes multiple tasks and assignments for the team including tracking tasks and tickets in system(s) of record, ensuring enterprise service level agreements are met, and participating in defect, incident, problem, and change review meetings and release activities</li> <li>Provides point of escalation for team members, peers, and partner teams, and shares the leadership Point of Contact for triage of high priority incidents or consulting engagements</li> <li>Performs all responsibilities of team members from applicable teams</li> <li>Works with appropriate teams to ensure alerts, monitoring, dashboards, and processes are established appropriately for new projects and initiatives</li> <li>Participates and helps with resource interviews and onboarding processes</li> <li>Performs access reviews, conducts compliance activities, and serves as a delegate for administrative processes</li> <li>Creates the on call rotation schedule and ensures support for off hours, weekends, and release windows</li> </ul> Required Qualifications: <ul> <li>5+ years experience with ServiceNow development and engineering</li> <li>ServiceNow Certified System Administrator (CSA) certification, product micro certifications</li> <li>Proven experience as a lead engineer in highly regulated environments</li> <li>Experience in ServiceNow cloud platforms</li> <li>Experience designing and implementing ServiceNow products, supporting software engineering, maximizing data processing systems, building cloud-compatible services, and operating within an enterprise IT lifecycle</li> <li>Experience with continuous integration between ServiceNow modules and integrated applications</li> <li>Experience in highly regulated IT lifecycle management, including system security, auditing, data processing and analytics, software development methodologies, and technology transitions</li> <li>Experience building and managing IT solutions, including integrating multiple services in ServiceNow or other cloud technologies</li> <li>Experience supporting ServiceNow integrations for security, risk, and compliance</li> <li>Experience in ServiceNow platform management, data management, configuration and implementation, custom development, infrastructure management, and hosting</li> <li>Experience in financial institution information technology security, compliance with rules, regulations, and financial industry standards</li> <li>Experience leveraging MID servers for integration and automation</li> <li>Experience with front-end technologies like HTML, CSS, and JS</li> <li>Experience with custom REST/SOAP APIs (web services)</li> <li>Experience with ServiceNow Discovery and other Configuration Management Database (CMDB)population toolsets</li> <li>Experience with CMDB design and implementation</li> <li>Experience with ITIL Operations Application design and implementation (incident, problem, change, service request, etc.)</li> <li>Experience gathering and analyzing system requirements</li> </ul> Desired Qualifications:<ul> <li>Bachelor's Degree in Computer Science or related technical field</li> <li>ServiceNow certified implementation specialist (CIS)</li> <li>ServiceNow certified application developer (CAD)</li> </ul> Skills: <ul> <li>Collaboration</li> <li>Influence</li> <li>Solution Design</li> <li>Analytical Thinking</li> <li>Architecture</li> <li>Innovative Thinking</li> <li>Result Orientation</li> <li>Stakeholder Management</li> <li>Adaptability</li> <li>Automation</li> <li>DevOps Practices</li> <li>Project Management</li> <li>Solution Delivery Process</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

ServiceNow Lead Developer

Job Description: The Senior Technology Information Security Officer will be a member of the Business Information Security Officer's (BISO) organization and work closely with the line of business Front Line Units (FLU) / Operations (Ops) executives. In this role, you will be supporting a group/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. Scale/Scope • Contribute to the ongoing information security initiatives and improvements development, implementation and maintenance of information security for FLU/Ops • Serves as an Information Security subject matter expert and participates in the development, implementation and maintenance of information security for FLU/Ops • Provides guidance and advocacy regarding the prioritization of investments that impact information security • Advises management on risk issues related to information security and recommends actions in support of the bank's wider risk management and compliance programs • Monitors information security trends internal and external to the bank and keeps leadership informed • Manages quality control and reporting • Ensures compliance with policies and laws Risk Management • Drives GIS/FLU/Ops risk deliverables • Collaborates with risk partners on info security critical priorities • Participates in senior FLU/Ops specific Risk Management &amp; Business Continuity Routines • Identifies and measures global information security (GIS) controls on most critical business processes or channels Required Skills Information Security &amp; Technology professional with 10+ years’ experience 5+ years of risk management experience with proven ability to effectively apply risk principles to challenging business situations Subject matter expertise in application security, vulnerability testing and development of risk appetite Experience evaluating cyber security controls and providing guidance for platform or distributed computing platforms (Cloud, PaaS) Experience with information security for No SQL, Big Data , and unstructured data stores (Cassandra, Hadoop, and /or Teradata) Knowledge in Windows, Midrange and Mainframe Platforms with emphasis on security and access controls. 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: Bachelors and/or Master’s degree in Computer Science, Information Technology or related field 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

Senior Information Security Officer (Sr. BISO) - Technology

Job Description: 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 Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Princeton - Windsor Plaza , Hamilton - Hamilton Market Place Financial Centers - Full Time  Market Place FC

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 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 - East Hampton Financial Center *Bilingual Spanish Required

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. 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

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