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

Bank of America

Relationship Banker - Charlotte South - Rock Hill Market - Matthews Area

Relationship Banker - Charlotte North Market, Huntersville Area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing payment processing solutions to small business clients primarily through 1:1 partnerships with assigned group of small business specialists, financial centers, and other internal partners. Key responsibilities include consulting with small business clients to understand their priorities and provide solutions that meet their business needs with a focus on more complex opportunities and solutions. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security. Additionally, this job requires prospecting for existing clients with merchant services needs. Responsibilities: <ul> <li>Leverages consultative sales process and knowledge of healthcare, retail, restaurant, and business to business industries to identify clients' business needs</li> <li>Recommends solutions that meet clients' needs with a focus on more complex opportunities and solutions</li> <li>Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to Service Level Agreements</li> <li>Builds meaningful relationships and collaborates with internal partners to provide subject matter expertise on merchant payment processing pricing, software, gateways, and security</li> <li>Identifies opportunities proactively and develops a pipeline for sales opportunities with internal partners and clients</li> <li>Acts as a champion for clients by connecting expertise across the company to help them achieve their goals</li> <li>Establishes relationships with associations, centers of influence, and vendor partners and adapts to an ever changing payment processing environment</li> <li>Independently identify sales opportunities from the bank’s portfolio of clients</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Payment Processing</li> <li>Pipeline Management</li> <li>Consulting</li> <li>Credit Documentation Requirements</li> <li>Oral Communications</li> <li>Referral Management</li> <li>Financial Analysis</li> <li>Prospecting</li> <li>Written Communications</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Complaints Management</li> </ul> Required Qualifications: <ul> <li>Customer focus</li> <li>Prospecting and referral sales</li> <li>Consultative sales</li> <li>Pipeline management</li> <li>Time management</li> <li>Technical expertise</li> <li>Relationship building</li> <li>Oral &amp; Written communication</li> <li>Problem solving</li> <li>Teamwork</li> <li>Presentation skills</li> <li>2+ years of sales experience</li> </ul> Desired Qualifications: <ul> <li>Merchant products and solutions</li> <li>Industry business acumen</li> <li>Multi-lingual ability is a plus</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Merchant Consultant - Brooklyn Market

Job Description: 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. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. 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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. 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. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I Consumer Investments - Tara Financial Center

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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! 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. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. 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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. 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. *****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 Registration Candidate- Stage I-Consumer Investments- Arkansas and Kansas Area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - West Palm Beach 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 a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. • Bilingual Spanish Preferred Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications *Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Northwest Chicago 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 leading and mentoring a diverse team of tax associates who provide fiduciary tax compliance and technical tax expertise to meet the needs of our Private Bank clients. Key responsibilities include ensuring all tax responsibilities required of the team’s assigned accounts are timely and accurately fulfilled, achieving client focused service standards while complying with bank standards, policies and federal and state tax laws. Job expectations include remediating escalated fiduciary tax and accounting issues, improving business processes, and managing risk. Responsibilities:• Leads seasonal delivery of accurate and timely tax reporting to our clients and taxing authorities by organizing and effectively communicating tax season tasks to the team and department • Implements new and existing federal and state tax reporting requirements to ensure timely and accurate reporting • Makes decisions and oversees teams prescribed service standards, tax return accuracy, and client focused communications • Drives culture and behaviors to focus on continuous improvement and management of end-to-end processes • Proactively identifies and controls risks, maintaining the culture of strong self-identification and remediation • Leads by example, builds partnerships and connects with others across the organization to achieve results Team Leader Responsibilities: This position may also have responsibilities for team leading associates. At Bank of America, all team leaders at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Opportunity &amp; Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.</li> <li>Manager of Process &amp; Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.</li> <li>Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.</li> <li>People Manager &amp; Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.</li> <li>Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.</li> <li>Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.</li> <li>Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree &amp; MST or MBA preferred.</li> <li>Years of Experience – 10+</li> </ul> Skills: <ul> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Risk Management</li> <li>Business Operations Management</li> <li>Business Process Analysis</li> <li>Client Management</li> <li>Learning Delivery</li> <li>Record Keeping</li> <li>Client Experience Branding</li> <li>Office Administration</li> <li>Process Management</li> <li>Succession Planning</li> <li>Tax Administration</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Fiduciary Tax Team Leader

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 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: 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. As we continue to grow our platform, we are looking for a Director to join the UK Corporate Banking Team. In this role you will help support our growth ambitions with a primary focus on new client origination. Job Description: The Global Markets Business Controls Office (BCO) is responsible for the creation, maintenance and oversight of a robust supervision and control infrastructure relating to non-financial risk, including but not limited to compliance with regulatory rules and guidance as well as operational controls in partnership with the business Front Line Unit (FLU). BCO is a global group with teams in many locations including New York, Charlotte, London, Paris, Hong Kong, Singapore and Tokyo providing control oversight to Sales, Trading, Electronic/Algorithmic and Research businesses across Global Markets in respect of regulatory and governance programs. Responsibilities: BCO has an open role for a Business Controls Executive to work within a global team of Business Controls specialists, focused on Commodities. This position will require deep product knowledge to provide expertise to key aspects of the bank’s control framework in the FLU or 1st Line, including documenting operational incidents, identifying and resolving control gaps through raising and managing self-identified audit issues, providing support to Commodities supervisors, working with BCO Trade Surveillance to resolve alerts and documenting the lineage between sales/traders and their supervisors among other things. The successful candidate will report to the Head of UK &amp; CEEMEA Global Markets Business Controls Office. They will undertake the day-to-day development and/or enhancement of the controls framework focused in Commodities. They will have a deep knowledge of trading, together with an understanding of controls and other Trading and Sales applicable regulations related to this asset class. This individual will work closely with the LOB supervisors and senior management/COOs and other support functions (e.g., Compliance, Enterprise Independent Testing (EIT), Risk, Operations and Technology, Legal, Audit and Human Resources). Their goal will be to ensure that the controls and supervisory framework is complete, keep up to date with changes within the organization and compliant with applicable laws, rules and regulations, implementing industry best practices. What we are looking for: <ul> <li>The ability to thrive in a fast-paced and high-pressure environment with primary responsibilities being to:</li> <li>Be able to work within a global team within the GM BCO function charged providing expertise together with others, maintaining global transparency and consistency (where appropriate) of roles, processes and accountabilities, and enhance governance and associated documentation;</li> <li>Demonstrated ability to interface with Regulatory agencies (e.g. PRA, FCA, etc.) as required, representing the bank and to be accountable for ensuring regulatory concerns are appropriately and swiftly addressed;</li> <li>The ability to partner with global GM BCO and internal stakeholders to identify control gaps, design, implement and track through SIAIs remedial actions to close and continue to improve conduct and culture within the business and wider organisation;</li> <li>An individual who can support the bank’s Trade Surveillance Framework in the FLU or 1st Line responsibilities, including design, implementation, parameter setting, regular reviews, venue coverage, data quality, alert dispositioning and investigations;</li> <li>Be able to identify and resolve any gaps in the control framework;</li> <li>An individual who can provide BCO input into Enterprise and Global Markets policies and procedures;</li> <li>An individual with the presence to be able to represent Global Markets BCO at various committees, forums and meetings as required; and</li> <li>The ability to act as an escalation point to BCO and local FLU leadership for any items that require escalation, awareness or approval.</li> </ul> Experience required: <ul> <li>Extensive industry experience within Global Markets and/or Support Functions;</li> <li>Able to demonstrate in-depth Commodities product knowledge;</li> <li>Understanding of Market Misconduct behaviors across Trading and Sales business;</li> <li>Ability to work collaboratively across multiple stakeholders and deliver results in a timely manner;</li> <li>Self-starter with ability to multitask and manage competing priorities, managing effectively in a dynamic environment;</li> <li>Excellent verbal and written communication skills with the ability to articulate complex concepts in a clear and concise manner;</li> <li>Attention to detail and high standard for quality work product;</li> <li>Commitment to provide timely and accurate guidance to FLU with strong ability to influence when needed;</li> <li>Inquisitive mindset and the ability to think creatively to solve problems and anticipate potential questions or issues;</li> <li>Effective time management and prioritization, strong multi-tasking abilities; and</li> <li>Excellent judgment in handling sensitive and confidential information;</li> </ul>

Director, Commodities Specialist, Business Controls

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

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