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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Settlement Officer II (SO II), Estate Settlement Services (ESS), Private Bank - Accountable for managing and settling the smaller and/or less complicated estates and/or terminating trusts requiring a lesser degree of technical expertise and knowledge. Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within Settlement team. Responsible for coordinating information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Non-licensed associate. Skills: <ul> <li>Account Management</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Risk Management</li> <li>Written Communications</li> <li>Collaboration</li> <li>Decision Making</li> <li>Issue Management</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Management</li> <li>Process Simplification</li> <li>Referral Identification</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 eligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Settlement Officer II (SO II), Estate Settlement Services (ESS)

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! The Risk Process Analyst is responsible for supporting the development and execution of capabilities that include models, analytical tools, and tests used for risk management. Key responsibilities include obtaining an understanding of Bank-wide processes, including their risks, underlying data, and process steps, and using that knowledge to build capabilities for the Front Line Units/Control Functions to better manage their risk and operational effectiveness. This role supports other risk analysts and managers to complete a set of task aligned to risk and data management. Job Description Summary Bank of America’s Global Risk Management business is looking for a Risk Process Analyst in the Market Behavior Analytics group within Global Risk Analytics. This group is responsible for developing surveillances and other sophisticated controls over activities in our Global Markets business. These controls detect potentially suspicious activities and patterns of behavior. Building these controls requires knowledge of big data techniques, ability to architect systems that can efficiently scale to hundreds of billions of data points per day, machine learning over unstructured and structured data, graph analytics, and experience with building UI for data rich applications. Key responsibilities include: <ul> <li>Understanding financial data: schemas, flow, size, data issues, data controls, etc.</li> <li>Building performant big data pipelines that are the backbone of building large scale surveillance systems.</li> <li>Building surveillance models using sophisticated modeling techniques including machine learning and AI.</li> <li>Testing the efficacy of surveillances using advanced modeling techniques.</li> </ul> Required Skills: <ul> <li>Successful candidates will have a Bachelor’s or Master’s degree in computer science or related disciplines.</li> <li>Ability to analyze and find interesting patterns in data with at least one of the following:</li> <li>Implement distributed algorithms on large amounts of data using Big Data, batch and streaming technologies like Hadoop, Spark, Flink, Kafka etc.</li> <li>Build user facing UI applications over large amounts of data using technologies like React, Angular, JavaScript etc.</li> <li>Knowledge and working experience with SQL and NoSQL databases such as MongoDB, HBase, Cassandra, Oracle etc. to process large scale data.</li> <li>Strong communication skills and ability to effectively communicate quantitative topics to technical and non-technical audiences</li> <li>Ability to effectively present findings, data, and conclusions to members of the team and management.</li> <li>Ability to operate independently with guidance to deliver sub tasks and the ability to participate in group settings.</li> <li>0-2 years of relevant experience in software engineering in Quantitative Finance or other industries.</li> </ul> Preferred skills: <ul> <li>Knowledge and experience in machine learning / AI models</li> <li>Knowledge and experience with financial data sets</li> <li>Ability to code proficiently in at least one programming language like Python or Java.</li> <li>Proficiency in SQL and in at least one NoSQL data store.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Risk Process Analyst - Market Behavior Analytics

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! Responsibilities <ul> <li>This role reports directly to the Technology Executive for Authentication, Privilege Access Management Service and Cloud IAM. This role is primarily responsible for ensuring that relevant Privileged Access Controls are adequately enforced across platforms and applications to comply with IAM Standard.</li> <li>Partner with PAM Governance leads to ensure that Privileged Access Controls are appropriately measured, reported and governed.</li> <li>Appropriately assess Privileged Access risk when business and technology decisions are made, demonstrating risk management mindset and practices to safeguard BAC’s reputation, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to BAC Policy and Standards.</li> <li>Monitors industry information security and PAM trends and engages peer organizations to refine and enhance BAC’s PAM strategy.</li> <li>Apply industry PAM best practices, templates, and documentation while also proposing improvements based on practical knowledge.</li> <li>Provide extensive Active Directory security best practices and consultation to the cross functional teams, ensuring compliance with IAM standards, and better protect privileged accounts against cyberattacks.</li> <li>Develop new PAM requirements and cloud-based security solutions and govern cloud identities.</li> <li>Establish and maintain strong partnership with other Global Information Security (GIS) functions, Core Technology Infrastructure (CTI), Cyber Security Technology (CST), Third Party management, Global Compliance and Operations Risk (CGOR), internal audit, and regulatory agencies.</li> <li>Influence technology and PAM tools owners to build/implement enhanced PAM solutions that are efficient, effective, and modern and able to result in material risk reduction in sustainable manner.</li> <li>Collaborate with stakeholders to develop PAM requirements that iteratively support long term PAM modernization and transformation (covers Process, Data and Technology aspects).</li> <li>Engage with Product Managers and Senior Architects to comprehend the strategic PAM technology roadmap, which dictates the need for modernized security principles.</li> <li>Consult with the business to identify gaps and governance issues, leveraging own domain expertise to find effective solutions.</li> <li>Clearly articulate reasons and methods behind proposed changes through informative materials for educating others.</li> </ul> <ul> <li>Provide education to team members and technology partners regarding the proposed changes.</li> <li>Partners with the policy governance team for socialization and publication of proposed changes to the PAM Standard</li> <li>Takes accountability for addressing PAM risks. Proactively identify risk and ways to continuously enhance and improve BAC’s PAM controls. Implement and take decisive actions in finding solutions. Drives towards intended outcomes.</li> <li>Engage senior management to provide factual, transparent, and timely reporting on existing and emerging PAM or information security risks.</li> <li>Active participation in GIS IAM/PAM forums including but not limited to Monthly IAM Stakeholder Forum and Control Owner Forum for standard and Single Process Inventory (SPI) enhancements.</li> <li>Supports audit issues for closure and sustainability</li> </ul> Required Qualifications: <ul> <li>Extensive knowledge and understanding of PAM-specific laws, rules, and regulations within the financial services sector.</li> <li>Understanding and interpreting BAC’s established information security Policy, Standards, Procedure and Guides, and applying this knowledge to related PAM decisions and response. Serve as the Subject Matter Experts in advising BAC business and technology counterparts on effective ways to achieve or exceed compliance with applicable Policy, Standards, Procedures and Guides</li> <li>Proficient in implementing and governing Risk and Role based access security controls.</li> <li>Extensive experience in managing Active Directory to enforce privileged access controls.</li> <li>Ability to influence cloud technology owners to build more secure processes.</li> <li>Strong understanding and risk management mindset, proactively mitigating PAM related risks.</li> <li>Familiarity with security standards such as NIST, ISO/EC, FFIEC.</li> <li>Possession of CISSP certification would be an advantage.</li> <li>Expert level knowledge of privileged access management methodologies and techniques for on-prem and Cloud implementation.</li> <li>Expert knowledge of PAM related tools which support session proxy, vaulting, just-in-time provision, integration with service management tool would be an advantage.</li> <li>10 years relevant hands-on experience in PAM with at least of 5 years of management experience</li> <li>Deep security knowledge which covers core technology infrastructure (network, storage, servers, databases, etc.) identity management and application security practice.</li> <li>Deep experience with Linux, Windows, Cloud scale Identity, Access Management (Single Sign-On, Multi Factor Authentication), Authorization services or design and architecture of PAM services</li> <li>Expert level knowledge of authentication platforms such as Active Directory, LDAP, Kerberos, LDAP, Radius.</li> <li>Deep knowledge on Federation platforms or protocols such as Oauth, OpenID, SAML, WS-Fed, etc.</li> </ul> Desired Qualifications <ul> <li>Working level experience with IAM platforms such as Ping Identity, Active Directory OpenLDAP, OpenDJ</li> <li>Experience in consumption of Web Service APIs such as JSON / XML</li> <li>Hand on experience and proficient with AWS, Azure, GCP, and/or Cloud Technologies will be an advantage.</li> <li>Proficient in articulating facts and data-driven plans and to partner with stakeholders to implement intended solutions to drive risk reductions and adherence to PAM standards.</li> <li>Strong attention to detail and advanced analytical skills.</li> <li>Excellent communication and presentation skills.</li> <li>Excellent organizational skills and be able to effectively prioritize multiple tasks</li> <li>Hands on experience and involvement in large and complex projects</li> <li>Proficient in data management which includes strong data analytical capability with advanced understanding of the collection and management of metadata</li> <li>Efficient in motivating, engaging, and leveraging other teams and business partners to efficiently deliver business solutions. Proven track record of influencing and relationship management skills.</li> <li>Proficient in Microsoft Office suite of products with ability to quickly analyze and synthesize large volumes of data</li> <li>Pro-active and able to drive direction of work that needs to be completed, ability to work independently on initiatives with little oversight. Motivated and willing to learn.</li> <li>Confident and effective in delivering messages across a wide spectrum of individuals with varying degrees of technical and business understanding</li> <li>Deep knowledge of bank financial practices and policies and ability to adapt to fast changing environment</li> <li>Knowledge of Compliance Certifications such as SOX, SOC, SOC2.</li> </ul> This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift:1st shift (United States of America) Hours Per Week: 40

Privileged Access Management (PAM) Sr. Specialist

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! 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. This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): • Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications • 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 their financial goals You’re the kind of person that (required skills): • 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 • Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66. • 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. You’ll be even more prepared if you have (desired skills): • A bachelor’s degree, or 1-2 years of experience in a performance-based environment. • The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses. • Leadership capabilities. Skills Used in this Role: • Establishing Trust • Customer Service • Overcoming Objections • Consulting • Risk Management • Organization • Critical Thinking • Conflict Resolution • Building Rapport • Active Listening • Customer Focus • Analytical Thinking Additional Skills: •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

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

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: Responsible for identification and management of business governance issues associated with the delivery of retirement products and services. The Alternative Investments (“AI”) group at Bank of America offers distinctive capabilities focused on sourcing and delivering differentiated complex investment strategies to clients including Private Equity and Hedge Funds products. The Investment Solutions Group ("ISG") Product Governance Team is responsible for fostering a best in class operating and risk management culture across ISG product organizations. The team collaborates with all the product groups across ISG to understand the different products and processes in order to ensure consistent operations, controls and governance. The team is looking for a highly motivated individual to participate of key initiatives and support business oversight risk routines across the AI and Investment Solutions Group (“ISG”) product organizations. This position will report directly to the Head of ISG Product Governance. Responsibilities: • Participating initiatives designed to enhance controls and governance and oversee their implementation • Manage governance committees, counsels, forums, and working groups • Working collaboratively with business units and other control groups on key organizational projects • Create, Update and Maintain policies and procedures • Performing business oversight processes for AI, PRS, and the Investment Solutions Group Required Qualifications: • Strong organizational skills; ability to work independently and manage to aggressive deadlines • Ability to multi-task, managing various tasks and deliverables with simultaneous deadlines • Ability to build effective relationships • Flexibility and quick adaptation to changing priorities, methodologies, processes and systems • Proficient in Microsoft Office (Intermediate Excel (Vlookup, Pivot tables, charts, etc.), PowerPoint • Background in corporate governance or alternative investments is a plus but not required Desired Qualifications: • Bachelor’s degree or equivalent experience • 2-5+ years financial services or related field experience Skills: <ul> <li>Controls Management</li> <li>Organizational Effectiveness</li> <li>Regulatory Relations</li> <li>Risk Management</li> <li>Written Communications</li> <li>Adaptability</li> <li>Issue Management</li> <li>Monitoring, Surveillance, and Testing</li> <li>Oral Communications</li> <li>Stakeholder Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Process Management</li> <li>Process Performance Management</li> <li>Reporting</li> <li>Research</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Alternative Investments Business Governance Associate

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 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: 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. 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. *Bi-Lingual Mandarin Required Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Central Long Island Market ( Bi-Lingual Mandarin Required)

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. 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>Originates loans from multiple internal and external referral sources</li> <li>Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers</li> <li>Achieves production goals as defined by the business</li> <li>Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities</li> <li>Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements</li> <li>Conducts monthly Home Buyer Workshops and Business Development meetings</li> </ul> Skills: <ul> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Loan StructuringAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. 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: </li> <li>Originates loans from multiple internal and external referral sources</li> <li>Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers</li> <li>Achieves production goals as defined by the business</li> <li>Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities</li> <li>Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements</li> <li>Conducts monthly Home Buyer Workshops and Business Development meetings</li> <li> Required Qualifications: </li> <li>2+ years of experience in loan originations and/or home buyer education</li> <li>Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs</li> <li>Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending</li> <li>Ability to organize and deliver Home Buyer Workshop presentations</li> <li>Knowledge of community housing counseling agencies</li> <li>Knowledge of community grant / downpayment programs</li> <li>Strong written and verbal communications skills</li> <li>Self-motivated and highly organized</li> <li>Ability to prioritize multiple competing tasks​</li> <li> Desired Qualifications: </li> <li>Experience in first mortgage and HELOC</li> <li>Familiar with FHA and HUD guidelines</li> <li>Knowledge of local competition product offerings and real estate market dynamics</li> <li>Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information</li> <li>Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li> <li>Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences</li> <li>Ability to analyze and comprehend complex financial data and provide appropriate financial solutions</li> <li>Professional and effective interpersonal skills</li> <li> Skills: </li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Loan Structuring</li> <li>Oral Communications</li> <li>Referral Management</li> <li>Credit Documentation Requirements</li> <li>Learning Delivery</li> <li>Presentation Skills</li> <li>Prospecting</li> <li>Written Communications</li> <li>Active Listening</li> <li>Business Development</li> <li>Credit and Risk Assessment</li> <li>Data Collection and Entry</li> <li>Pipeline Management</li> <li> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent </li> <li>Oral Communications</li> <li>Referral Management</li> <li>Credit Documentation Requirements</li> <li>Learning Delivery</li> <li>Presentation Skills</li> <li>Prospecting</li> <li>Written Communications</li> <li>Active Listening</li> <li>Business Development</li> <li>Credit and Risk Assessment</li> <li>Data Collection and Entry</li> <li>Pipeline Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Community Lending Officer - Fulton St.

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: Seeking an experienced product manager for a suite of check disbursement, reconcilement, and fraud prevention products that generate significant annual revenue for the bank. Must be a highly motivated self-starter who can manage P&amp;L, serve a subject matter expert, and manage multiple risk routines for a mature but critical product set. This role will also: • Evaluate, write requirements, develop and implement new products and feature functionality driven by VOC/VOA/competitive landscape, or operational efficiency for check business and P2E opportunities. • Work closely with business partners – including Operations, Technology, Digital Channels and Sales – to evaluate, monitor and close check operational issues • Work with Sales, Operations, Servicing and Fulfillment to manage existing client impacts and challenges to ensure high quality servicing and retention of clients. • Be responsible for contributing to the strategy to help drive P2E (paper to electronic) initiatives across US Payments. Required skills: • Minimum 5 years of banking experience in payments, with a strong preference for product management experience in check disbursement and check fraud prevention • Financial / P&amp;L management • Subject matter expertise is check disbursement and check fraud prevention • Experience working with treasury sales and treasury clients on issues and initiatives • Ability to manage various risk routines including risk reporting, risk assessment, and special projects designed to address risk issues • Proven ability to develop and manage relationships with the full range of key business partners • Strong organizational skills • Demonstrated initiative, follow-through and the ability to work with limited supervision • Attention to detail and strong analytical skills • Strong presentation and communication skills • Maintenance of client-facing and internal product literature related to check disbursement and fraud prevention, communicate product changes Desired skills: • Understanding of laws, rules, and regulations related to checks • Ability to quickly learn core capabilities including end-to-end operational and technology workflows and processes • Knowledge of treasury management products and services, and key trends within the electronic payment space • Experience analyzing and reporting business financials • Strong in Microsoft Office suite skills, particularly with Excel and PowerPoint Shift:1st shift (United States of America) Hours Per Week: 40

272 Jobs in East Hampton North, NY 11937, USA