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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! Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. 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>Leads the Client Process Management Process within the client team to identify new business development opportunities</li> <li>Sources new clients in alignment with the bank's established risk appetite</li> <li>Leads the client team to deliver meaningful interactions and a Branded Client Experience</li> <li>Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs</li> <li>Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management</li> <li>Encourages use and adoption of digital capabilities to enhance the client and client team experience</li> <li>Builds relationships with internal and external partners and centers of influence</li> </ul> Required Qualifications: * Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience * Ability to drive new business development for target client segment ($3MM++ investable assets) * Ability to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused individual with exceptional interpersonal skills * Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * Ability to work with and identify the need for team specialists; collaborate closely with other team members * Takes on a leadership role on the team and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: <ul> <li>Business Development</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Prospecting</li> <li>Wealth Planning</li> <li>Analytical Thinking</li> <li>Oral Communications</li> <li>Referral Management</li> <li>Relationship Building</li> <li>Risk Management</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Decision Making</li> <li>Loan Structuring</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Private Client Advisor II

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! About the Role: The role is within a team of associates in the Anti-Money Laundering Client Due Diligence (AML/CDD) onboarding function. The team covers new client onboarding and expansion across Global Banking and Markets (GBAM) as its core activities. Responsible for completing AML/CDD checks in line with country standards and CIP/CDD procedures. Responsible to provide seamless delivery and client delight. We not only offer the training and support you will expect from a leading global bank but also the opportunity to grow your career. With exposure to a variety of financial products and markets plus internal exposure to business and support stakeholders. We can offer excellent development and represent the ideal mobility opportunity. Job Description: <ul> <li>Perform document gap analysis by self-sourcing and reviewing available documentation. Evaluating information available publicly or through vendors for multiple Asian jurisdictions </li> <li>Liaise with sales/client teams to obtain and validate correct documentation </li> <li>Process AML/CDD by enriching onboarding requests in the system of record and performing enhanced due diligence as required </li> <li>Support creation of key business metrics </li> <li>Liaise with internal departments to support KYC issues - Involvement in ad hoc projects for new processes or industry initiatives </li> <li>Participate in remediation’s, internal/external Audits Requirements </li> <li>Control focused mindset and good understanding of regulatory and reputational risks (knowledge of Asian requirements a plus) </li> <li>Ability to work under pressure in a dynamic team environment. </li> <li>Ability to liaise with all levels of the firm and people with different experiences and backgrounds. </li> <li>Collaborate closely with business partners to onboard client locally and regionally.</li> </ul> Experience <ul> <li>At least 2-4 years’ working experience in a similar role is preferred</li> <li>Control focused mindset and good understanding of regulatory and reputational risks (knowledge of APAC AML/CDD requirements a plus)</li> <li>Excellent presentation, communication and problem solving skills</li> <li>A proactive learner and self-starter seeking continuous improvement in all job-related aspects.</li> <li>Experience of working in an Asia/Global environment.</li> <li>Good written and oral English, additional language expertise will be a plus.</li> </ul>

Officer - AML/CDD Onboarding Senior Analyst

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 moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. AMRS Institutional Client Settlements is responsible for offering streamline operational support focusing on increased levels of service while providing our clients with an established foundation for Fixed Income securities within the Institutional environment for all Global US and Non-US markets. There will be immediate attention and focus to our clients’ needs while maintaining a risk controlled environment. The teams will proactively be addressing potential settlement issues, capturing trade and settlement exceptions, and fail exposure adding controls to reduce risk and exposure to the firm. Our focus and drive is to increase levels of service while streamlining and improving process trade flows and infrastructure. Responsible for providing a direct relationship to all clients (internal &amp; external) based on client tier. Support pre-matching of trades, value date settlement matching, client inquiries, receive / deliver exceptions, validation and timely communication of all potential compliance Buy In's, and root cause analysis and issue resolution of fails. Responsibilities: <ul> <li>Opportunities to develop strong business relationships with Global Core Settlements, Trade Processing, Reference Data, and other internal operational departments across the organization. </li> <li>Perform pre-matching of future settled trades to ensure accurately and efficient settlement with our clients and clients counterparties.</li> <li>Strategically work on streamlining the process to minimize and reduce manual redundancies. Comply with regulatory requirements and account maintenance, in order to eliminate &amp; minimize capital charge exposure daily.</li> <li>Understand the Escalation guidelines to promptly address and escalate financial and negative client exposure situations. Successfully use time management skills and participate in special projects as requested by management. </li> </ul> <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Required Skills: <ul> <li>Client interaction / experience encouraged. </li> <li>Great communications Skills ( Email, Phone, Chat)</li> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>High Energy team mate</li> <li>Oral Communications</li> </ul> Others Skills: <ul> <li>Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions</li> <li>Excels in working among diverse viewpoints to determine the best path forward</li> <li>Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner</li> <li>Commitment to challenging the status quo and promoting positive change.</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base</li> <li>∙Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Institutional Fixed Income Client Settlements Global Operations - Global Markets

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: <ul> <li>This job is responsible for helping operations’ management understand trending, emerging risks, and adherence to deadlines associated with resolving previously identified risks. </li> <li>Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring adherence to operations procedures, providing guidance to employees, handling exception requests, and referring more complex problems to a senior manager.</li> <li>Job expectations include having an understanding of foundational operations and familiarity in a specific product line.</li> <li>This role acts as a leader across multiple functions within the business and will be responsible for helping with the daily management of processes by developing metrics, process health checks, and target operating model. </li> <li>This role will interact across the globe to help drive consistency in the measurement of our processes.</li> </ul> Responsibilities: <ul> <li>Helps resolve day-to-day problems and executes deliverables within the business unit an eye towards driving standardization and efficiency </li> <li>Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities</li> <li> Helps document internal, operational, and financial controls and works within risk appetite of the business unit</li> </ul> Required Skills: <ul> <li>Experience with metrics, data collection, data mining, presentation tools, automation, and process design.</li> <li>Excellent communications skills and ability to present to an audience</li> <li>Ability to work under pressure in a team environment</li> <li>Experience managing or supervising a diverse work force with the intent of leveraging diverse experiences</li> <li>Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate</li> <li>Knowledge of Operational Risk, Process Improvement and Funding∙</li> </ul> Additional Skills: <ul> <li>A keen sense of urgency</li> <li>A desire to learn upstream and downstream impacts to the process</li> <li>Able to prioritize under stressful situations</li> <li>Experience with banking products and processes</li> <li>Financial services background</li> <li>Ability to work under pressure in a team environment∙</li> <li>Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions</li> <li>Excels in working among diverse viewpoints to determine the best path forward</li> <li>Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner</li> <li>Commitment to challenging the status quo and promoting positive change.</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base</li> <li>Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world</li> <li>Presentable, confident and client focused.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Funding and Cash Management - Lead - Global Operations - Global Market Operations

Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA. 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! At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Yuba City Financial Center

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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you: <ul> <li>Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li>Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li>Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li>Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li> <li>Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li> <li>Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.</li> <li>Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.</li> </ul> Required Qualifications <ul> <li>Aptitude in obtaining required industry licenses.</li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously.</li> <li>Learns and adapts to new technology or applications.</li> </ul> Desired Qualifications <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li></ul> Skills <ul> <li>Advisory</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Issue Management</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Risk Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Client Management</li> <li>Causation Analysis</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate - West Dodge Road Financial Center

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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </li></ul> 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate - Consumer Investments- Springfield, PA

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

Agility Robotics is a pioneer. Our robot, Digit, is the first to be sold into workplaces across the globe. Our team is differentiated by its expertise in imagining, engineering, and delivering robots with advanced mobility, dexterity, intelligence, and efficiency -- robots specifically designed to work alongside people, in spaces built for people. Every day, we break through engineering challenges and invent new solutions and capabilities that will one day make robots commonplace and approachable. This work is our passion and our responsibility: our mission is to make businesses more productive and people’s lives more fulfilling.About the Role: The Product Compliance Manager will oversee activities necessary to achieve compliance program objectives and ensure compliance certification of the robot system to applicable laws, regulations, and standards. You will clearly define and document timelines and costs for certification. Coordination is key, and you will work closely with the Hardware Engineering Team, Operations Team, and any outside laboratories and necessary governmental bodies to validate our full compliance with standards. You will highlight risks and take the lead on gathering necessary technical and import/export documentation to clear all hurdles to allow our products into global regions. You will keep abreast of all laws regarding compliance - especially required updates per region and make sure Agility Robotics is aware of any changes necessary. This position reports directly to the Chief Financial Officer and you will have wide visibility into the international deployment and launch of our products across the globe. About the Work: <ul> <li>Monitor, understand, promote, represent, and translate product requirements pertaining to global EMC, safety, environmental standards and regulations applicable to mobile robot systems:</li> <ul> <li>Safety standards [Low Voltage Directive (2014/35/EU), EN 60335-2-29, UL 1564, etc.]</li> <li>EMC / EMI and Radio transmissions (e.g. FCC Part B, EMC Directive 2014/30/EU, Radio equipment directive 2014/53/EU, etc.)</li> <li>Robotics/Functional Safety (e.g. ANSI/RIA R15.08, ISO 13849, ISO 10218, UL3100)</li> <li>Environmental regulations (RoHS, REACH, TSCA, WEEE, CA Prop 65, Conflict Minerals, etc.)</li> </ul> <li>Develop processes, policies and procedures for the Regulatory Compliance Department and ensure compliance projects align with organization’s objectives.</li> <li>Own, develop, deliver, and maintain schedule for compliance certifications in support of the business.</li> <li>Advise teams across the organization on product regulatory requirements to guide the development, production, and deployment of compliant products.</li> <li>Prepare, compile, and maintain product compliance documentation.</li> <li>Maintain balance between the perfect technical solution, product compliance requirements and business risk.</li> <li>Participation in relevant industry groups, on-going surveillance, and analysis of all pertinent domestic and international applicable regulations to ensure submission requirements world-wide are current.</li> <li>Manage changes in new product development and sustaining engineering from a product compliance perspective</li> <li>Serve as the primary product compliance interface with domestic and third-party safety agencies (such as UL, CSA, TUV, etc.).</li> <li>Promote a positive and productive work culture</li> <li>Responsible for hiring, coaching, and developing talent.</li> </ul> About You: <ul> <li>BS in Mechanical, Electrical, Robotic Engineering, and/or at least an equivalent years’ relevant industry experience focused on product compliance</li> <li>Experience in the robotics industry</li> <li>Demonstrated expertise in product safety, EMC and environment regulations (e.g., RoHS and REACH)</li> <li>Experience distilling product compliance requirements from standards and regulations</li> <li>Experience supporting product compliance and certification programs including test planning &amp; staging, hands-on support at external labs, agencies, customers, etc</li> <li>Ability to travel when necessary (less than 25%)</li> <li>Authorization to work in the USA</li> </ul> Preferred to have: <ul> <li>Advanced degrees with professional engineering experience</li> <li>Experience with a range of domestic and non-domestic product compliance requirements (e.g., Machinery Directive, Radio equipment directive, EMC, NFPA 79, Machine Safety, RoHS, REACH, Batteries/WEEE etc.)</li> <li>Experience working with Nationally Recognized Testing Laboratories</li> <li>Eight years of experience working with third party regulatory agency standards</li> <li>Demonstrated ability to own an assignment and see it through to completion</li> </ul> Benefits <ul> <li> 401(k) Plan: Includes a 6% company match.</li> <li> Equity: Company stock options.</li> <li> Insurance Coverage: 100% company-paid medical, dental, vision, and short/long-term disability insurance for employees.</li> <li> Benefit Start Date: Eligible for benefits on your first day of employment.</li> <li> Well-Being Support: Employee Assistance Program (EAP).</li> <li> Time Off: <ul> <li> Exempt Employees: Flexible, unlimited PTO and 10 company holidays, including a winter shutdown.</li> <li> Non-Exempt Employees: 10 vacation days, paid sick leave, and 10 company holidays, including a winter shutdown, annually.</li> </ul> </li> <li> On-Site Perks: Catered lunches twice a week and a variety of healthy snacks and refreshments at our Salem and Pittsburgh locations.</li> <li> Parental Leave: Generous paid parental leave programs.</li> <li> Work Environment: A culture that supports flexible work arrangements.</li> <li> Growth Opportunities: Professional development and tuition reimbursement programs.</li> <li> Relocation Assistance: Provided for eligible roles.</li> </ul> Agility Robotics is committed to a work environment in which all individuals are treated with respect and dignity. Each individual has the right to work in a professional atmosphere that promotes equal employment opportunities and prohibits unlawful discriminatory practices, including harassment. Therefore, it is the policy of Agility Robotics to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Agility Robotics prohibits any such discrimination or harassment. Apply Now: <a href="https://grnh.se/b444bbd04us" target="_blank">https://grnh.se/b444bbd04us</a>

Agility Robotics

Product Compliance Manager

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.As a Process Excellence Lead, you will be a key contributor to Affirm’s Shared Services team that sits within our Operations organization. We are seeking an experienced, data driven and hands on professional with experience designing simple and efficient business processes. As a member of the Process Excellence team, you will play a key role in launching product and process initiatives. In this role you will be responsible for leading programs and coordinating cross functional teams to ensure operational readiness for key business changes. What You’ll Do <ul> <li> Operate as a product and process expert in business areas &amp; pillars </li> <li> Inform, influence, and execute new strategies and tactics using sound analysis and impact metrics to drive product investments </li> <li> Monitor the effectiveness of key product work streams and make recommendations for improvement </li> <li> Hold Operations and Product accountable to key KPI’s, ensuring any missed metrics are addressed with a comprehensive mitigation plan </li> <li> Work with product and engineering partners to enhance their knowledge of the current customer experiences and existing opportunities </li> <li> Maintain and utilize complex dashboards for performance insights </li> <li> Attend Weekly/Monthly/Quarterly governance meetings with Product, Operations and Analytics </li> <li> Manage the development and implementation process of the company’s products and services </li> <li> Act as primary escalation point for Product and Engineering Leads and manage/coordinate the resolution of technical issues </li> <li> Plan, perform and implement process improvement initiatives utilizing Lean Six Sigma methodologies </li> <li> Organize, lead and facilitate cross-functional project teams </li> <li> Diagram, evaluate and maintain operational processes </li> <li> Design and conduct technical user acceptance testing providing feedback and guidance to product partners to improve process performance and product quality </li> <li> Responsibilities may be extended to include other areas of program management and process design, the successful candidate will need to skill-up to have a working knowledge of these areas </li> </ul> What We Look For <ul> <li> 5+ years of experience in Program Management, Product Operations, Business Analytics or a similar function </li> <li> Certification in Six Sigma, Project Management or Design Thinking </li> <li> Experience in delivering large scale business changes </li> <li> Experience owning program strategy, end to end delivery, and communicating results to senior leadership </li> <li> Experience in managing and delivering a successful programs, consistently meeting or exceeding timelines </li> <li> Experience using critical thinking/problem solving, leveraging data to articulate problems, develop recommendations, and measure performance </li> <li> Experience analyzing, documenting, and mapping operational processes through workflows </li> <li> Strong understanding of regulatory requirements in the financial services space </li> <li> SQL experience and ability to pull data from data warehouses is a plus </li> </ul> Base Pay Grade - H Equity Grade - 4 Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills. Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents). USA base pay range (CA, WA, NY, NJ, CT) per year: $100,000 - $140,000 USA base pay range (all other U.S. states) per year: $88,000 - $128,000 Employees new to Affirm typically come in at the start of the pay range. Please note that visa sponsorship is not available for this position. #LI-Remote Affirm is proud to be a remote-first company! The majority of our roles are remote and you can work almost anywhere within the country of employment. Affirmers in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned Affirm office. A limited number of roles remain office-based due to the nature of their job responsibilities. We’re extremely proud to offer competitive benefits that are anchored to our core value of people come first. Some key highlights of our benefits package include: <ul> <li>Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents </li> <li>Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses</li> <li>Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge</li> <li>ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount</li> </ul> We believe It’s On Us to provide an inclusive interview experience for all, including people with disabilities. We are happy to provide reasonable accommodations to candidates in need of individualized support during the hiring process. [For U.S. positions that could be performed in Los Angeles or San Francisco] Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance, Affirm will consider for employment qualified applicants with arrest and conviction records. By clicking "Submit Application," you acknowledge that you have read Affirm's <a href="https://www.affirm.com/global-candidate-privacy-notice" target="_blank">Global Candidate Privacy Notice</a> and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as described therein.

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