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<h2>Job Details</h2> Job Location AAON Tulsa - Tulsa, OK Position Type Full Time Salary Range $19.00 - $28.51 Hourly Travel Percentage None Job Shift Day Job Category Sales <h2>Description</h2> SUMMARY: This is a key customer service support role that interacts between AAON Reps, Customer Service, AAON Accounting and various vendors to assure AAON handles all orders, returns and warranties in a manner that maximizes good customer service for our partners and best possible outcomes on parts warranties. Responsibilities: The following is a list of the essential duties and responsibilities that are expected of the position; however, additional duties may be assigned, as required. <ul> <li>Manages daily processing of parts orders, adjusts orders, and processes debits as needed.</li> <li>Maintains customer satisfaction by researching and investigating concerns, implementing corrective action, and communicating with customers and co-workers, as necessary.</li> <li>Filters calls to assist with freight claims, credit inquiries, tech support issues, lead times, part identification, etc.</li> <li>Prepares air freight shipping documents.</li> <li>Operates credit card machine.</li> <li>Prints packing list for shipping department.</li> <li>Solicits support from and communicates effectively with the entire sales team.</li> <li>Informs management of progress and account status to keep sales process moving.</li> <li>Communicates with vendors, reps, production, purchasing, and accounting as needed.</li> <li>Orders office supplies and clears stock orders.</li> <li>Assists with training as needed.</li> </ul> <h2>Qualifications</h2> Preferred Education and Experience: High School Diploma, 3-5 years minimum experience in a customer service organization, preferably in wholesale parts or construction. Education beyond the minimum is an added advantage for career development activities. Certificates, Licenses, Registration Requirements: License(s): Current Driver’s License Certification(s): None Other Certifications: HVAC training <ul> <li>Demonstrates technical expertise to develop credibility, loyalty, trust, and commitment.</li> </ul> Disclaimer: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at a time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.

Aaon

Parts Administrator I

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve.Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top CompaniesCertified as a Great Place to Work®Fortune Best Workplaces in Financial Services &amp; InsuranceRegional General Adjuster, Field - Large Loss Property (Sacramento, CA) As an adjuster at Sedgwick, you’ll have the opportunity to take on new challenges and help solve complex problems. <ul> <li>Enjoy flexibility and autonomy in your daily work and your career path. </li> <li>Must reside in the greater Sacramento area -Sacramento/Roseville/Elk Grove. This role is home based with travel for field work.</li> <li>Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service. </li> <li>Leverage Sedgwick’s broad, global network of experts to both learn from and to share your insights. </li> </ul> PRIMARY PURPOSE: To handle losses or claims regionally unassisted up to $10M, including having the ability to address most complex adjustment issues pertaining to damages and coverage; to assist on even larger losses and manage smaller and non-complex National Accounts. ESSENTIAL FUNCTIONS and RESPONSIBILITIES <ul> <li>Examines claim forms and other records to determine insurance coverage.</li> <li>Administers and reconciles complex catastrophic claims for property.</li> <li>Interviews, telephones, or corresponds with claimant and witnesses regarding claim.</li> <li>Consults police and hospital records; and inspects property damage to determine extent of company's liability and varying methods of investigation according to type of insurance.</li> <li>Estimates cost of repair, replacement, or compensation.</li> <li>Prepares report of findings and negotiates settlement with claimant.</li> <li>Recommends litigation by legal department when settlement cannot be negotiated.</li> <li>Attends litigation hearings.</li> <li>Revises case reserves in assigned claims files to cover probable costs.</li> <li>Prepares loss experience reports to help determine profitability and calculates adequate future rates.</li> <li>Interacts with excess carrier to determine coverages, excess insurance levels, and potential reimbursements.</li> </ul> ADDITIONAL FUNCTIONS and RESPONSIBILITIES <ul> <li>Performs other duties as assigned.</li> <li>Travels as required.</li> </ul> QUALIFICATIONS Education &amp; Licensing Bachelor's degree from an accredited college or university preferred. Must have earned the IIA-AIC designation and be actively pursuing another professional insurance designation. Appropriate state adjuster license is required. Experience Five (5) years of related experience or equivalent combination of education and experience required. Skills &amp; Knowledge <ul> <li>Strong oral and written communication, including presentation skills</li> <li>PC literate, including Microsoft Office products</li> <li>Strong customer service skills</li> <li>Attention to detail and accuracy</li> <li>Good time management and organizational skills</li> <li>Ability to work independently or in a team environment</li> <li>Ability to meet or exceed Performance Competencies</li> </ul> WORK ENVIRONMENT When applicable and appropriate, consideration will be given to reasonable accommodations. Mental: Clear and conceptual thinking ability; excellent judgment and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines Physical: <ul> <li>Must be able to stand and/or walk for long periods of time.</li> <li>Must be able to kneel, squat or bend.</li> <li>Must be able to work outdoors in hot and/or cold weather conditions.</li> <li>Have the ability to climb, crawl, stoop, kneel, reaching/working overhead</li> <li>Be able to lift/carry up to 50 pounds</li> <li>Be able to push/pull up to 100 pounds</li> <li>Be able to drive up to 4 hours per day.</li> <li>Must have continual use of manual dexterity</li> </ul> Auditory/Visual: Hearing, vision and talking As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is $99,000 - $129,000 USD annual salary. Commission eligible position. A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits. The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time. Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.<h2>If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles. </h2>

Sedgwick Claims Management Services

Regional General Adjuster, Field - Large Loss Property (Sacramento, CA)

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview Join our team as a PRN, Physical Therapy Assistant in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul> <li> Thrive: We empower our team with career growth opportunities and resources that support your wellness, education, and financial well-being. </li> <li> People-First: We prioritize your well-being with a supportive, inclusive culture where you are valued and cared for. </li> <li> Make Healthcare Better: We use advanced technology to support our team and enhance patient care. </li> </ul> Get to Know Your Team: <ul><li>Hillcrest Hospital South is a full-service 180-bed hospital providing a wide range of inpatient and outpatient services using state-of-the-art technology in a friendly community setting. Consistent performance has helped the hospital be nationally recognized for patient safety.</li></ul> Responsibilities <ul> <li>Responsible for assisting the Physical Therapist in providing Physical Therapy services to patients of all ages who have impairments, functional limitations, disabilities, or changes in physical functions and health status resulting from injury, disease, or other causes.</li> <li>Communicate and document results of treatment including patients’ progress toward established goals according to department’s policies and procedures.</li> <li>Participate in orientation of new staff and health personnel, and participate in teaching activities.</li> <li>Work within practice guidelines as defined by the Oklahoma state law.</li> </ul> Qualifications Job Requirements: <ul> <li>Graduate from an accredited Physical Therapy Assistant program.</li> <li>Oklahoma PTA License</li> <li>Active BLS certification </li> </ul>

Hillcrest Healthcare System

Physical Therapy Assistant

About FlightSafety International FlightSafety International is the world’s premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, government and military organizations. The company provides training for pilots, technicians and other aviation professionals from 167 countries and independent territories. FlightSafety operates the world’s largest fleet of advanced full-flight simulators and award-winning maintenance training at Learning Centers and training locations in the United States, Canada, France and the United Kingdom. <h2>Purpose of Position</h2> The Manager, Financial Planning &amp; Analysis (FP&amp;A) is a key role on the Finance team. This position leads all financial analysis efforts in support of FlightSafety Simulation Systems, our manufacturing facility. This position is responsible for analyzing financial data, identifying cost-saving opportunities, and providing insights to optimize simulation production efficiency and profitability. <h2>Tasks and Responsibilities</h2> The following duties are essential to the successful and satisfactory performance of this job. Other duties may be assigned. <ul> <li>Manages and prepares reports, analysis, and forecasts for FlightSafety Simulation Systems.</li> <li>Monitors and analyzes production costs, material usage, labor efficiency, and overhead expenses to help drive cost improvements.</li> <li>Coordinates company reports including weekly and monthly results and presentations for the leadership team. </li> <li>Partners with managers and operations teams to optimize production costs and improve efficiency.</li> <li>Analyzes inventory levels, working capital, and assist in the capital expenditure approval process to ensure optimal financial decision making.</li> <li>Investigates and explains operational and financial variances to budget.</li> <li>Identifies, assesses and communicates issues affecting profitability. </li> <li>Provides advisory support to assigned departments on matters pertaining to budget, accounting, and related financial issues and procedures. </li> <li>Analyzes and interprets financial information submitted for trends, checking for reasonableness and accuracy. </li> <li>Develops and documents financial analysis projects. </li> <li>Performs ad hoc analysis as needed.</li> </ul> <h2>Minimum Education</h2> Bachelor's Degree in Accounting, Finance or Business <h2>Minimum Experience</h2> 5+ years of relevant experience, preferred <h2>Knowledge, Skills, Abilities</h2> <ul> <li>Strong communication and collaboration skills to work cross functionally</li> <li>Strong analytical and creative thinker with a high attention to detail</li> <li>Possesses initiative, confidence, and drive to achieve results</li> <li>Displayed ability to work in a dynamic and fast paced environment</li> <li>Ability to work independently to meet deadlines and manage multiple tasks simultaneously</li> <li>Reconcile data and analyze variances</li> <li>Excellent attention to detail</li> <li>Continuous improvement orientation</li> <li>Understanding of cost accounting, standard costing, and financial modeling</li> <li>Syteline or general knowledge of working with a similar ERP system</li> <li>Proficient with EXCEL, Access, Word, PowerPoint</li> <li>Travel when required</li> </ul> <h2>Physical Demands and Work Environment</h2> The physical demands and work environment described here are representative of those that must be met and/or encountered by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. #LI-BR1 FlightSafety is an Equal Opportunity Employer/Vet/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.

FlightSafety International

Manager, Financial Planning and Analysis

Job Description: Don’t miss this opportunity to join the Transformative Technology Group’s fast paced, high growth, and internationally focused Treasury and Payments team! 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. Our Global Payments Solutions (GPS) team shapes the future of treasury management—turning technology advances into impactful solutions. We advocate for clients globally across all segments and industries, delivering solutions for liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services through a high-tech approach with a personalized touch. At GPS, we’re forward thinkers who challenge the status quo to influence what’s next. The future of treasury is here – join us! How you’ll make an impact: As a Treasury Sales Officer (TSO) aligned to Global Commercial Banking’s Transformative Technology Group, you’ll partner closely with Relationship Managers (RMs) while overseeing a portfolio of US based, globally oriented Mid-Market Tech companies with annual revenues between $50 million to $2 billion. You’ll serve as a trusted advisor by offering industry leading expertise around global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital, and digital transformation. You’ll strengthen existing connections, prospect new ones, and introduce clients to strategic partners along the way as you deliver BofA’s globally consistent and locally relevant treasury platform. Your day-to-day will also include: <ul> <li>Serving as the primary global treasury relationship contact for CFOs, Treasurers, VPs of Finance, and Controllers</li> <li>Creating a modern and seamless client experience via on-site and virtual meetings, industry conferences, roundtables, and client entertainment events</li> <li>Sharing industry leading best practices, ideas, and strategies</li> <li>Leading relationship pricing strategy and discussions</li> <li>Collaborating with key partners from Global Treasury Sales, Global Liquidity, Enterprise Credit, Rates &amp; Currencies, Investment Banking, Fulfillment, and Servicing</li> <li>Coaching and developing junior talent</li> </ul> What you’ll bring to the team: <ul> <li>Treasury/Cash Management and/or commercial or global banking experience</li> <li>Excellent communication skills with a knack for building relationships with clients and prospects</li> <li>Proven negotiation and active listening skills</li> <li>Critical and strategic thinking</li> <li>Concern and regard for managing operational and enterprise risk while balancing client needs</li> <li>Attention to detail</li> </ul> How to stand out: <ul> <li>MBA or equivalent</li> <li>Certified Treasury Professional (CTP) designation</li> <li>International banking experience</li> <li>Intrinsic motivation for process improvement</li> <li>Proven track record of prioritizing competing priorities and leading small groups while delegating tasks</li> </ul> How we’ll support you: <ul> <li>Industry-leading benefits with an integrated approach to wellness – covering the physical, emotional, and financial resources you need to be well at every stage of life.</li> <li>Powerful connections to expand your professional network as part of a global team.</li> <li>Comprehensive tools, proprietary research and analytics, and cutting-edge digital solutions to support you and your clients</li> <li>Robust training and development programs, plus one-on-one coaching from executives to help you thrive in your career</li> <li>Ongoing marketing support and community engagement opportunities to help you reach a wider audience and make a greater impact</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Treasury Sales Officer - Transformative Technology Group (Mid-Market)

Job Description: Job Title: EMEA Corporate Tax - Senior Tax Advisor Corporate Title: Director Location: Chester / London Company Overview: 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! Location Overview: Chester Find us in the city of Chester, a destination renowned for its culture, history, and beauty. Working at Bank of America Chester offers a far-reaching global career for a world-renowned organisation, whilst being ideally situated against the backdrop of the rolling North Wales hills and the banks of the serene River Dee. London Our London office is based just a stone’s throw from the magnificent St. Paul’s Cathedral on bustling King Edward Street. Here you’ll find modern workspaces and a state-of-the-art auditorium space. In addition, we’re proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre. The Team: The Chief Financial Officer (CFO) Group is responsible for the overall financial management of our company. This includes accounting, financial, and regulatory reporting, balance sheet management, financial planning and analysis, treasury, investor relations, corporate investments and tax. Global Financial Control (GFC) is responsible for managing and executing consolidated financial and legal entity reporting; interpreting and applying accounting policy and standards; overseeing financial controls and operational risk assessments; managing and maintaining financial data and systems; managing general ledger and sub‐ledger accounting; and supporting tax activities. In short, our focus in GFC is to get the numbers right and to work in support of the company’s goals, most importantly responsible growth. EMEA Corporate Tax manages tax risk for the enterprise, determines tax strategy, advises on tax consequences of business transactions and structures, manages external tax audit and controversy processes and manages income tax accounting and compliance activities in EMEA. Role Description: The EMEA Corporate Tax Senior Tax Advisor will report to the Head of international Tax and will work closely with a small team of tax professionals based in London and Paris, as well as tax colleagues globally. Responsibilities: <ul> <li>Provide tax advice to and manage tax risks associated with certain business and operation units in the EMEA Global Banking and Markets lines of business, including the review and approval of new products and changes in the bank’s operating models.</li> <li>Oversee the EY managed outsourcing arrangement for certain countries within EMEA, including: the review and approval of corporation tax filings, tax provision calculations and tax authority audits and settlements.</li> <li>Review and evaluate the impact of any new tax legislative proposals or changes, communicate the impacts to internal stakeholders and develop any necessary advocacy or action plans.</li> <li>Oversee tax governance and risk management consistent with the global framework; determine local tax guidelines; and implement initiatives to improve operational excellence.</li> <li>Work with colleagues in International and US tax and assist with queries on the local tax implications of global activities.</li> <li>Develop and approve tax planning initiatives with significant impact.</li> <li>Represent Bank of America at industry body forums and perform advocacy services as required, including industry submissions and liaising with tax authorities or government representatives.</li> </ul> What we are looking for: <ul> <li>Significant level of in-depth post qualification experience in UK and International tax</li> <li>Currently working within a financial services corporate tax department or with significant subject matter expertise in banking taxation at an accountancy or law firm.</li> <li>Effective communication skills. The role involves a high level of interaction with senior stakeholders in management, business and support groups on taxation matters.</li> <li>Strategic vision. Anticipate tax consequences arising from business developments or legislative change; develop tax effective solutions.</li> <li>Ability to influence key stakeholders and champion new ideas; excellent advocacy and negotiation skills; build lasting relationships; resolve conflict; diplomatic.</li> <li>Ability to balance risk: reward and make appropriate decisions.</li> <li>Ability to manage multiple issues simultaneously.</li> </ul> Skills that will help: <ul><li>Proficiency in Excel, Word and PowerPoint</li></ul> Benefits of working at Bank of America: UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum</li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.</li> <li>Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.</li> <li>Access to an Employee Assistance Program for confidential support and help for everyday matters</li> <li>Ability to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to access our Arts &amp; Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.</li> </ul> Bank of America: Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Senior Tax Advisor

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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities • Assists, educates, and trains clients on conducting simple transactions through self-service technologies • Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy • Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping • Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Skills: • Active Listening • 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

Senior Banker - Grove City Financial Center -

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 - Red Bank & Associates Market

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. 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! At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research. Job Description: This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. Responsibilities: • Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Focuses daily on service to sales with existing Merrill clients • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals We’ll help you • Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy • Get training and one-on-one coaching from academy managers who are invested in your success • Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide • Develop techniques to confidently engage with clients by telephone • Continue to learn and grow in a culture where growth and career advancement are a priority As a Financial Services Representative I, you can look forward to • Providing a world class client experience through point of call account servicing and resolution • Working in a well-compensated, highly collaborative environment • Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America Required Qualifications: • Is client-focused with a passion for excellence and a positive team attitude • Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment • Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Is an effective communicator with an aptitude for sales and relationship management • Has strong computer skills • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication • Is ambitious, disciplined, hardworking, resilient, and willing to learn Additional Skills Used: • Attention to Detail • Critical Thinking • Customer and Client Focus • Oral Communications • Prioritization • Active Listening • Decision Making • Emotional Intelligence • Result Orientation • Written Communications • Account Management • Adaptability • Client Experience Branding • Coaching • Referral Identification Shift:1st shift (United States of America) Hours Per Week: 40

Life Services Financial Services Representative

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