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Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** 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 *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor - Consumer Investments - Mid-Cities DFW Area

<h2>#WeAreONEOK – Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused. </h2>JOB SUMMARYONEOK is seeking a highly motivated individual to join the Refined Products &amp; Crude (RP&amp;C) Planning team. This role works closely with all RP&amp;C departments and requires excellent customer service and effective communication. This role is hybrid: Office (Tulsa or Dallas) - Monday, Tuesday, and Thursday Remote - Wednesday and Friday Supports in understanding the financial performance of assets and enabling informed decision-making and strategic planning. This role is responsible for analyzing financial data, preparing reports and supporting the monthly flash and annual budget process to ensure accurate financial planning and performance tracking. Actively contribute to the decision-making process throughout the organization by delivering accurate, timely and consistent analysis, insights and recommendations; in addition to driving innovation and continuous improvement through the development of value-add forecasting, analytical tools and collaboration across ONEOK's business. • Forecasting / budgeting • Reporting and variance analysis • Partner with cross-functional teams • Evaluate current processes and make recommendations for enhancementsJob Profile Summary Perform advanced level activities related to compiling, analyzing and preparing complex financial planning models and information pertaining to forecasting and the annual plan for the Refined Products &amp; Crude Segment.Essential Functions and Responsibilities<ul> <li>Compile data and prepare models that simulate forecasting trends including, but not limited to:<ul> <li>Volume</li> <li>Price</li> <li>Spreads</li> <li>Financial ratios</li> </ul> </li> <li>Research and review variances and provide explanations and documentation to explain the validity of variances between plan, forecast and actual figures</li> <li>Verify, review, and/or perform calculations and/or analyses including, but not limited to:<ul> <li>Forecasted verses actual expense</li> <li>Projections/forecasts</li> <li>Financial ratios</li> <li>Investment opportunities</li> <li>Working capital requirements</li> <li>Rates of return</li> <li>Financial statements</li> <li>Industry specific financial schedules</li> <li>Dividends and distributions</li> <li>Corporate overhead expenses</li> <li>Capital expenditures</li> </ul> </li> <li>Compile, verify and/or review financial information including, but not limited to:<ul> <li>Financial reports</li> <li>Board of Directors presentations</li> <li>Investor presentations</li> </ul> </li> <li>Develop, analyze and/or model operational, economic, management and accounting data</li> <li>Provide information and guidance to employees from auditing firms, management, and others concerning planning, accounting processes, various financial reports, and forecasts</li> <li>Evaluate current processes and make recommendations for enhancements</li> <li>Provide guidance and training to other employees as needed</li> <li>Provide expertise in the application of enterprise performance management software</li> </ul>Education<ul><li>Bachelor's Degree in finance, accounting, or other related field and/or an equivalent formal education including the following job-related experience:</li></ul>Work Experience<ul> <li>5 - 8 years Forecasting and Analysis experience</li> <li>Experience interpreting and applying generally accepted accounting methods and procedures</li> <li>Experience in use of software such as: Microsoft Excel, Word, Access, PowerPoint and/or Hyperion Planning or Hyperion Strategic Finance (HSF)</li> <li>Extensive experience and/or training related to:<ul> <li>Economic forecasting/modeling and planning and forecasting functions</li> <li>Energy industry economics and financial analysis functions</li> <li>Communication/interpersonal skills</li> <li>Commodity marketing</li> <li>Financial risk management</li> <li>Report writing</li> </ul> </li> <li>Experience researching, composing, reconciling, and preparing reports, studies, forecasts, financial models and correspondence applicable to position</li> <li>Experience reading and analyzing financial statements and company and investor correspondence</li> <li>Experience interacting, advising, and communicating effectively</li> <li>Experience working in a team environment</li> <li>Experience managing and prioritizing multiple projects</li> <li>Experience developing and presenting information to individuals and groups</li> </ul>Knowledge, Skills and Abilities<ul> <li>Knowledge of: areas related to finance and treasury</li> <li>Ability to: interpret and apply financial planning and analysis methods and procedures</li> <li>Ability to: apply math, algebra, and statistical methods</li> <li>Ability to: prioritize work load and deliverables</li> <li>Ability to: communicate and/or exchange information; conduct oral presentations</li> </ul>Licenses and Certifications<ul> <li>Certified Management Accountant (CMA) preferred or</li> <li>Certified Public Accountant (CPA) preferred or</li> <li>Certified Corporate FP&amp;A Professional preferred</li> </ul>Strength Factor Rating - Physical Demands/Requirements<ul><li>Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.</li></ul>Strength Factor Description - Physical Demands/Requirements<ul> <li>Standing: Remaining on one's feet in an upright position at a work station without moving about (Occasionally)</li> <li>Walking: Moving about on foot (Frequently)</li> <li>Sitting: Remaining in a seated position (Constantly)</li> <li>Lifting: Raising or lowering an object from one level to another (includes upward pulling) (Occasionally)</li> <li>Carrying: Transporting an object, usually holding it in the hands or arms, or on the shoulder (Occasionally)</li> <li>Pushing: Exerting force upon an object so that the object moves away from the force (Occasionally)</li> <li>Pulling: Exerting force upon an object so that the object moves toward the force (includes jerking) (Occasionally)</li> <li>Climbing: Ladders, Stairs (Occasionally)</li> <li>Balancing: Maintaining body equilibrium to prevent falling (Occasionally)</li> <li>Stooping: Bending the body downward and forward by bending the spine at the waist (Occasionally)</li> <li>Kneeling: Bending the legs at the knees to come to rest on the knee or knees (Occasionally)</li> <li>Crouching: Bending the body downward and forward by bending the legs and spine (Occasionally)</li> <li>Crawling: Moving about on the hands and arms in any direction (Occasionally)</li> <li>Reaching: Extending hands and arms in any direction (Constantly)</li> <li>Handling: Seizing, holding, grasping, turning or otherwise working with the hand or hands (Manual Dexterity) (Constantly)</li> <li>Fingering: Picking, pinching or otherwise working with the fingers primarily (Finger Dexterity) (Constantly)</li> <li>Feeling: Perceiving such attributes of objects/materials as size, shape, temperature, texture, movement or pulsation by receptors in the skin, particularly those of the finger tips (Constantly)</li> <li>Talking: Expressing or exchanging ideas/information by means of the spoken word (Frequently)</li> <li>Hearing: Perceiving the nature of sound by the ear (Frequently)</li> <li>Tasting/Smelling: (Occasionally)</li> <li>Near Vision: Clarity of vision at 20 inches or less (Constantly)</li> <li>Far Vision: Clarity of vision at 20 feet for more (Frequently)</li> <li>Depth Perception: Three-dimensional vision; ability to judge distances and spatial relationships so as to see objects where and as they actually are (Frequently)</li> <li>Vision: Color - The ability to identify and distinguish colors (Constantly)</li> </ul>Working Conditions/Environment<ul><li>Employee is subject to inside environmental conditions</li></ul>Working Conditions<ul> <li>Well lighted, climate controlled areas (Constantly)</li> <li>Frequent repetitive motion (Constantly)</li> <li>CRT (Computer Monitor(s)) (Constantly)</li> </ul>Travel<ul><li>Travel in and around office facilities and job sites system wide</li></ul>Driving<ul><li>Based on assigned tasks, employee may be assigned a company vehicle requiring the applicable driver's license</li></ul>ONEOK is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, sex, pregnancy, sexual orientation, age, religion, creed, national origin, gender identity, disability, military/veteran status, genetic information or any other categories protected by applicable law.The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of ONEOK.ONEOK is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation email <a href="mailto:HRSolutions@ONEOK.com" target="_blank">HRSolutions@ONEOK.com</a> or call 1-855-663-6547​. #LI-HYBRIDExpected Salary Range$87,000.00 - $131,000.00

ONEOK

Financial Analyst III - Crude

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy. Responsibilities: <ul> <li>Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information</li> <li>Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service</li> <li>Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk</li> <li>Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients</li> <li>Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access </li> <li>Multiple shift options available including overnights</li> </ul> Required Qualifications: <ul> <li>Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence</li> <li>Must be able to speak Spanish and pass required Bilingual Assessment</li> </ul> Desired Qualifications: <ul> <li>Experience in a call center and/or a financial/banking center</li> <li>Customer service experience​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Adaptability</li> <li>Problem Solving</li> <li>Risk Management</li> <li>Attention to Detail</li> <li>Business Acumen</li> <li>Valuation Ethics and Practice Standards</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Client Services Representative-Bilingual Spanish

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: Manages most advanced &amp; complex portfolio within a given segment of specialty assets, i.e., the real estate, oil &amp; gas, farm &amp; ranch, timberland and private businesses group. Partners closely with Private Bank relationship/client managers - provides creative solutions to complex customer/asset needs. Core responsibilities include: <ul> <li>Provide deep subject matter expertise on commercial and residential real estate properties. </li> <li>Direct and oversee a team of external real estate Asset Managers for assets held within Fiduciary accounts to ensure best-in-class client service.</li> <li>Provide fiduciary oversight and approvals for activities related to client’s real estate holdings to ensure clients’ best interests are top priority and asset enhancement activity is ongoing.</li> <li>Trouble shoot and facilitate efficient problem-solving on issues related to client service and real property assets.</li> <li>Facilitate communication with the client team and clients on material changes impacting asset performance.</li> <li>Collaborate with client facing teams and internal business groups to educate the field on specialty asset management capabilities, and support business development activities.</li> <li>Adhere to compliance and regulatory processes and procedures.</li> <li>Support and/or lead ad-hoc projects and initiatives.</li> </ul> Required qualifications: <ul> <li>5+ years hands on experience working with fiduciary accounts and commercial real estate.</li> <li>Excellent communication skills, both written and oral</li> <li>Demonstrated passion for delivering exceptional client service</li> <li>Ability to develop and maintain collaborative relationships both internally and with external clients</li> <li>Skilled in multi-tasking and managing priorities effectively</li> <li>Ability to identify and escalate issues</li> <li>Team Player</li> <li>Ability to adapt to a rapidly changing and fast paced business and technology environment</li> <li>Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines</li> <li>Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook.</li> </ul> Desired qualifications: · Knowledge of real estate and investment concepts preferred. · Knowledge and experience working with Fiduciary relationships and OCC regulations · BA/BS degree preferred. · Real Estate credentials (e.g. CCIM). Skills: <ul> <li>Collaboration</li> <li>Decision Making</li> <li>Issue Management</li> <li>Prioritization</li> <li>Strategic Thinking</li> <li>Critical Thinking</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Project Management</li> <li>Written Communications</li> <li>Active Listening</li> <li>Adaptability</li> <li>Analytical Thinking</li> <li>Continuous Improvement</li> <li>Innovative Thinking</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

Specialty Asset Management (SAM) Associate III

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: The Portfolio Management Officer (“PMO”) will be responsible for underwriting new credit requests and monitoring credit exposure for existing Bank of America Business Capital (“BABC”) clients. BABC provides asset-based loans to clients in the Global Commercial Bank and Global Corporate and Investment Bank, partnering closely with the relationship management teams, product partners and capital markets teams. Facilities range from twenty million to over three billion in size and are typically secured with a first lien on all assets. The PMO will work closely with Credit Officers, senior team members, and product partners to serve the credit needs of clients. Typical duties include analyzing financial and collateral performance, completing portfolio monitoring responsibilities, and preparing recommendations for approval. The PMO will also have the opportunity to collaborate with the deal team on preparation of term sheets and client presentations, as well as review and negotiate loan documentation. Moreover, they will have the opportunity to directly interface with clients, financial sponsors, and financial intermediaries. The PMO will be expected to monitor financial trends to proactively identify macro issues and opportunities within industries. They should deliver clear and concise analysis to facilitate decision making, while also ensuring adherence to BofA’s internal credit policies, guidelines and applicable regulatory requirements. Over time, they would have the opportunity to transition into a senior role, managing a portfolio of BABC clients. Job Responsibilities: <ul> <li>Financial Statement Analysis</li> <li>Collateral Analysis</li> <li>Preparation of credit approval write-ups</li> <li>Preparation of term sheets and client presentations</li> </ul> Required Qualifications: <ul> <li>2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship management, leveraged finance, loan syndications, or restructuring/workout </li> <li>Strong credit, financial analysis and modeling skills</li> <li>Proficient in Word, Excel, and PowerPoint</li> </ul> Desired Qualifications: <ul> <li>Bachelor's degree in Accounting and/or Finance</li> <li>Completion of a formal bank credit training program</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Credit Documentation Requirements</li> <li>Underwriting</li> <li>Collateral Management</li> <li>Decision Making</li> <li>Financial Analysis</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Business Acumen</li> <li>Loan Structuring</li> <li>Negotiation</li> <li>Portfolio Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Portfolio Management Officer I/II-Asset Based Finance

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. The Senior Information Security Officer will be a member of the Business Information Security Officer's (BISO) organization and work closely with the line of business Chief Information Officers (CIOs)/Chief Technology Officers (CTOs). In this role, you will be supporting the Real Time Communications and Productivity Team to develop a deep understanding of the business in order to have specialized information security risk-based discussions. This relationship will ensure a focus on the right risk priorities. You will also provide guidance on information security topics, policies and controls. Additionally, this role will support strategic and highly visible portfolio rollouts in our Productivity portfolio including M365 and enabling Artificial Intelligence capabilities on our enterprise meeting platforms. Required Skills • Has a deep understanding of M365 and related components • Information Security &amp; Technology professional with 10+ years of experience in security architecture and/or Information Security • 5+ years of risk management experience with proven ability to effectively apply risk principles to challenging business situations • Subject matter expertise in cloud security, virtualization, application architecture, design patterns, vulnerability testing and development of risk appetite • Experience evaluating cyber security controls and providing guidance for platform or distributed computing platforms, including (Cloud/SaaS/IaaS/PaaS) • Exceptional executive presentation and communication skills • Excellent influencing and problem resolution skills • Ability to be comfortable delivering messages across a wide spectrum of individuals having varying degrees of technical understanding • Strong leadership skills and qualities which enable you to work with peers and various levels of management Desired Skills: • Experience working on cloud implementations in Microsoft Azure, Amazon Web Services and Google Cloud Platform environments • Bachelors and/or Master’s degree in Computer Science, Information Technology or related field Scale/Scope • Possess strong / experienced cybersecurity architecture and/or application security background; with solid knowledge of Financial Service requirements for regulated users • Serves as an Information Security subject matter expert and participates in the development, implementation and maintenance of information security for the line of business (LOB) • Provides guidance and advocacy regarding the prioritization of LOB investments that impact information security • Advises LOB management on risk issues related to information security and recommends actions in support of the bank's wider risk management and compliance programs • Consults on M365 Security Baselines • Exchange online, Sharepoint online, Teams and more • Consults on Mobile security strategy, design, implementation and migration for LOB projects • For key initiatives – Assess security opportunities and challenges and partner to determine best future state • Influence and drive collaboration across teams for key initiatives, bringing in key stakeholders • Serve as subject matter expert in BISO process and participate in training for new employees • Monitors information security trends internal and external to the bank and keeps LOB leadership informed about information security-related issues • Serve as the backup for teammate responsible for supporting our End User Platforms – another high profile &amp; visible portfolio • For key initiatives – Assess security opportunities and challenges and partner to determine best future state • Ensures user experience is top of mind and never sacrifices security • Ensures compliance with policies and laws 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

Sr. Business Information Security Officer - Employee Experience Technology

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor: Greater Dallas 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: The ServiceNow Platform Administrator will play a key role in maintaining the ServiceNow platform as defined by the Product teams. This role will provide hands-on technical expertise to resolve service availability issues which includes coordinating cross team efforts to perform root cause analysis and problem resolution. You will work in a team environment to plan and implement software (or hardware) changes. You will participate in the various phases of the application lifecycle, including plan, server build and software installation, release implementation, continuous improvement, and decommission. At these early stages of our ServiceNow deployment, sharing knowledge and developing a documentation library as a team will be essential to our success. This job is responsible for leading the planning, designing, and implementation of complex infrastructure solutions to meet deployment requirements aligned with available playbooks and technical blueprints. Key responsibilities include providing and communicating technology solutions across audiences and overseeing projects and activities related to special initiatives or operations. Job expectations include leading the resolution process for problems, adhering to defined practices and policies to obtain results, and establishing input/output processes and working parameters for systems. Responsibilities: <ul> <li>Maintain and support the ServiceNow platform while adhering to bank policies and standards</li> <li>Manage ServiceNow code quality control processes and routines</li> <li>Respond to incidents for application availability issues as part of on-call duties</li> <li>Respond to incidents/pages for application functional issues or questions as part of daily duties</li> <li>Use your technical knowledge to triage service availability issues and restore service</li> <li>Research and resolve system defects, lead root cause analysis, and drive permanent resolution</li> <li>Ensure appropriate monitoring is in place and maintained to ensure application availability</li> <li>Participate in software release implementation meetings</li> <li>Participate in and coordinate maintenance activities</li> <li>Prepare and maintain application support/process documentation</li> <li>Develop management jobs, automation routines, or deployment scripts</li> <li>Manages and prioritizes multiple tasks and assignments for the team including tracking tasks and tickets in system(s) of record, ensuring enterprise service level agreements are met, and participating in defect, incident, problem, and change review meetings and release activities</li> <li>Works with appropriate teams to ensure alerts, monitoring, dashboards, and processes are established appropriately for new projects and initiatives</li> <li>Participates and helps with resource interviews and onboarding processes</li> <li>Performs access reviews, conducts compliance activities, and serves as a delegate for administrative processes</li> <li>Fulfills requests from business users and operations, communicates technical status updates with appropriate teams, and oversees stability, resiliency, reliability, and the performance of multiple supported systems</li> <li>Mentors other team members and provides technical leadership</li> <li>Captures and translates business requirements into complex infrastructure and/or system design for specific implementations and collaborates with technology stakeholders, Solution Delivery Management teams, Technology Project Management teams, Solutions Engineering teams, and technical service providers for system design and deployment</li> <li>Supports change implementations, proactively identifies and resolves potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications</li> <li>Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly</li> <li>Provides release support when needed and manages engagement across audiences</li> <li>Provides full lifecycle management of the infrastructure and application environments</li> </ul> Required Qualifications: <ul> <li>Minimum of 5+ years of experience a ServiceNow administration with emphasis on platform management</li> <li>Must have an active and verifiable ServiceNow Certified System Administrator (CSA) certification</li> <li>Proven experience as an administrator in highly regulated environments</li> <li>Experience in maintaining multiple ServiceNow environments</li> <li>Experience monitoring and maintaining ServiceNow products, supporting software engineering, maximizing data processing systems, building cloud-compatible services, and operating within an enterprise IT lifecycle</li> <li>Experience supporting ServiceNow integrations for security, risk, and compliance</li> <li>Experience with ServiceNow instance cloning and management</li> <li>Experience maintaining both Windows and Linux MID servers</li> </ul> Desired Qualifications: <ul> <li>ServiceNow certified implementation specialist (CIS)</li> <li>ServiceNow certified application developer (CAD)</li> <li>Experience in financial institution information technology security, compliance with rules, regulations, and financial industry standards</li> <li>Experience leveraging MID servers for integration and automation</li> <li>Experience with ServiceNow Discovery and other Configuration Management Database (CMDB)population toolsets</li> </ul> Skills: <ul> <li>Systems Administration</li> <li>Result Orientation</li> <li>Risk Management</li> <li>Solution Design</li> <li>Adaptability</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Influence</li> <li>Solution Delivery Process</li> <li>Architecture</li> <li>Automation</li> <li>DevOps Practices</li> <li>Project Management</li> <li>Stakeholder Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

ServiceNow Platform Administrator

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary: Client Protection is looking for an experienced analytical leader to join the digital commerce fraud strategy team. This is an exciting opportunity given the constantly evolving nature of digital adoption and attacks in marketplace as well as in money movement. The incumbent will be responsible for managing a team focused on fraud and scam prevention strategies for key digital money movement channels. Responsibilities will include, working across multiple lines of business; partnering with product, technology, operations, vendors, and others; responsibility for the overall first party fraud loss line; and evaluating various internally developed and vendor provided machine learning tools to maximize client experience while managing fraud most effectively. As a Fraud Strategy Manager with the Client Protection organization, you will capitalize on technical abilities and strategic thinking to solve business challenges and seek opportunities for improvement. You will join a team of fraud professionals who are dedicated to stopping criminals and protecting customers. In the role you will spend time analyzing difficult problems as we try to stay one step ahead of the fraudsters. You will develop complex defenses designed to minimize the impact to good customers while maximizing fraud loss avoidance. You will work across multiple partner organizations and represent our team as a subject matter expert. We are looking for someone with strong communication skills, sound business judgement, results oriented with a track record of thriving in a fast-paced entrepreneurial environment. The role will be responsible for several key areas: • Develop and implement robust third-party fraud and scam detection program rooted in digital space to safeguard the organization against financial fraud. • Provide recommendations on mitigation efforts, ensuring monitors are in place, and will self-create initiatives as needed. • Lead a team of fraud analysts in the identification, investigation, and mitigation of fraud activity. • Collaborate with cross-functional teams to integrate fraud detection measures into existing systems and processes. • Stay abreast of industry trends, emerging threats, and technological advancements to continuously enhance fraud prevention methodologies. • Analyze data and conduct investigations to identify patterns, trends, and anomalies indicative of potential fraud. • Identifying new sources of data (internal or vendor-provided) that can enrich our existing detection processes, be added to our decision systems, and allow for new detection strategies to be developed. Will require close coordination with partners in Fraud Technology. • Drive the development of new models designed to detect fraud activity. • Ensuring proper risk controls are deployed, while adhering to best practices. • Provide oversight on defect reviews of 3rd party/scam loss cases to identify any gaps in Fraud strategy and/or procedural adjustments. • Providing fraud requirements, testing, and development of strategies for new project and endeavors • Lead the team to Develop, implement, and continuously improve fraud detection algorithms and systems. Perform regular audits and analysis of transaction data to detect new fraud trends. • Guiding team to Develop new fraud strategies using statistical and analytical techniques. Goal will be to identify and mitigate new and emerging fraud threats. • Design and monitor key fraud metrics and KPIs to evaluate the effectiveness of fraud prevention. • Monitor Strategy performance and Optimization of existing detection strategies to determine areas where rules can be adjusted to decline fewer false positives and improve the ROI and overall performance of our fraud strategies. • Systems Integration: Integrate fraud detection systems with core banking and transaction processing systems using APIs and middleware solutions. Collaborate with IT and software development teams to ensure seamless integration and functionality of fraud management systems. Manage and optimize the performance of fraud detection systems and tools. • Policy and Strategy Development: Stay updated with the latest fraud trends, regulatory requirements, and best practices. Lead the creation and refinement of fraud detection and prevention strategies. • Work closely with compliance, legal, risk management, and other relevant departments to align fraud management efforts with organizational goals. Conduct training sessions and workshops to educate staff on fraud detection techniques and policies. • Identify process improvements and efficiencies via data analysis. • Deliver accurate metrics related to fraud and claim activity. Validate the integrity and quality of data required for performing analysis. • Partner with claims, policy, strategy, and product teams to deliver data insights and analysis that inform critical decisions and help achieve goals. Required Qualifications: • 3+ years of experience in advanced to expert level in SQL and SAS • Minimum 7 years of work experience in large financial institution with specialization in data analytics • Minimum 5 years of experience in managing teams. Desired Qualifications: • The candidate must be at an advanced to expert level in SAS and SQL. Should also have familiarity with other programming languages such as Python, R, or Java. Knowledge of data extraction tools such as Hive or Hue will be useful. • Experience in Statistical model utilization • 3+ years of decision tree development • Experience in managing fraud for digital products (Zelle, Wires, ACH, Bill pay) • Expertise in fraud detection and management platforms, specifically SAS Fraud Management and creation of user defined variables for rule development. • Ability to work in a fast-paced, dynamic environment is critical. • Must have exceptional organizational, project management and communications skill. • Candidate must have a proven track record of building and deploying analytical solutions that have resulted in material financial results. • Ability to work independently as well as effectively work in teams with individuals with a variety of skills and backgrounds. • Advanced analytical and quantitative skills with demonstrated ability in using data and metrics to identify root causes. • Basic understanding of 1st and 3rd party fraud (claims to charge-off timing, chargeback recovery rights, etc.) • Proven strong analytical and communication skills. • Experience in working with tools like SAS E-miner and use machine learning models to identify patterns and anomalies in transaction data indicative of fraudulent activity. • Bachelor’s degree, preferably in a quantitative discipline such as mathematics, statistics, operations research, engineering, computer science, finance, or business. Skills: <ul> <li>Analytical Thinking</li> <li>Business Analytics</li> <li>Data Mining</li> <li>Fraud Management</li> <li>Business Process Analysis</li> <li>Critical Thinking</li> <li>Influence</li> <li>Relationship Building</li> <li>Strategy Planning and Development</li> <li>Business Case Analysis</li> <li>Issue Management</li> <li>Leadership Development</li> <li>Process Performance Measurement</li> <li>Recruiting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Fraud Analytics and Innovation Senior Leader - Client Protection

At Labcorp we have a passion in helping people live happy and healthy lives. Every day we provide vital information that helps our clients and patients understand their health. If you are passionate about helping people and have a drive for service, then Labcorp could be a great next career step!We are currently seeking a Phlebotomist to work in a Client office. In this role you will provide exceptional customer service, perform skilled specimen collections and be the face of the company. In addition, you will be provided opportunities for continuous growth within the organization.Phlebotomist’s may be eligible for participation in the PST Incentive Plan, which pays a quarterly bonus based on performance metrics.Work Schedule: Monday - Thursday 7:30am-5:00pm, Friday 7:30am-12:00pm and rotating Saturdays; additional days and hours may be requiredWork Location: Haltom City, TX 76117Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN &amp; Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please <a href="https://careers.labcorp.com/global/en/us-rewards-and-wellness" target="_blank">click here</a>. Job Responsibilities: <ul> <li>Perform blood collections by venipuncture and capillary techniques for all age groups</li> <li>Collect specimens for drug screens, paternity tests, alcohol tests etc.</li> <li>Perform data entry of patient information in an accurate and timely manner</li> <li>Process billing information and collect payments when required</li> <li>Prepare all collected specimens for testing and analysis</li> <li>Maintain patient and specimen information logs</li> <li>Provide superior customer service to all patients</li> <li>Administrative and clerical duties as necessary</li> <li>Travel to additional sites when needed</li> </ul>Job Requirements:<ul> <li>High school diploma or equivalent</li> <li>Phlebotomy certification from an accredited agency is preferred</li> <li>2 years previous experience as a phlebotomist is preferred</li> <li>Bilingual in Spanish preferred</li> <li>Proven track record in providing exceptional customer service</li> <li>Strong communication skills; both written and verbal</li> <li>Ability to work independently or in a team environment</li> <li>Comfortable working under minimal supervision</li> <li>Reliable transportation and clean driving record if applicable</li> <li>Flexibility to work overtime as needed</li> <li>Able to pass a standardized color blindness test</li> </ul>If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today!Labcorp is proud to be an Equal Opportunity Employer:Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. We encourage all to applyIf you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our <a href="https://careers.labcorp.com/global/en/accessibility" target="_blank">accessibility site</a> or contact us at <a href="#">Labcorp Accessibility.</a> For more information about how we collect and store your personal data, please see our <a href="https://www.labcorp.com/about/web-privacy-policy" target="_blank">Privacy Statement</a>.

95 Jobs in Frisco, TX, USA