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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. 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 Summary: The Sr. Relationship Manager will be a key member of our Healthcare, Education &amp; Not-for-Profit Team, which covers our clients and prospects in the Southeast region. The Healthcare, Education and Not for Profit Group (“HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not For Profits (charitable, cultural, social and professional institutions); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). This position is located in Nashville, TN. The Nashville based RM will cover clients and prospects throughout Tennessee. Job Description: This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects in the Not for Profit Healthcare (Hospital systems), Private Higher Education, and other targeted Not for Profit institutions. Key responsibilities include serving as the primary point of contact and trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank’s products and services in order to identify business development, cross-selling opportunities for new and existing clients as well as focusing on overall client satisfaction. Responsibilities: <ul> <li>Manages an extensive portfolio of HENFP clients and prospects with annual revenues of $50 million to in excess of $2 billion and helps institutions plan, save, borrow, and invest for their current and future needs while navigating and mitigating risk trends. </li> <li>Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships</li> <li>Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends</li> <li>Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects</li> <li>Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues</li> <li>Coaches and mentors peers, while utilizing leadership skills</li> <li>Adapts to changes in sales practices and broader market and industry conditions as needed</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Prospecting</li> <li>Relationship Building</li> <li>Risk Management</li> <li>Financial Analysis</li> <li>Leadership Development</li> <li>Project Management</li> <li>Referral Identification</li> <li>Sales Performance Management</li> <li>Business Development</li> <li>Client Experience Branding</li> <li>Continuous Improvement</li> <li>Data and Trend Analysis</li> <li>Pipeline Management</li> <li>Intellectual Curiosity</li> </ul> Required Qualifications: <ul> <li>10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience</li> <li>Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.</li> <li>Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.</li> <li>Professional proven sales skills and experience, including planning, execution and follow up of client meetings.</li> <li>Strong corporate finance, capital markets and accounting acumen.</li> <li>Financial modeling experience and the completion of a formal credit training preferred.</li> <li>Outstanding oral and written communication skills.</li> <li>Demonstrated leadership ability.</li> <li> Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. </li> <li> Securities Industry Essentials (SIE), Series 7 &amp; 63 (Must obtain SIE, series 7 &amp; 63 license within 180 days of start date) </li> </ul> Desired Skills: <ul> <li>Undergraduate degree in related field or equivalent work experience. MBA desirable.</li> <li>Existing knowledge of the market preferred.</li> <li>Active member/participation in local community organizations.</li> <li>Highly desirable to have active networking contacts and Centers of Influence established in market.</li> <li>Desire to work in a specialty team with an interest in Healthcare, Education &amp; NFP institutions.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit - (Nashville)

Job Description: About Us 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 are 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! Global Business Services Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations. Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence, and innovation. In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services. Process Overview The Global Information Security (GIS) team is responsible for protecting bank information systems, confidential and proprietary data, and customer information. The team develops the bank’s Information Security strategy and policy, manages the Information Security program, identifies and addresses vulnerabilities, develops, deploys and manages a risk-based controls portfolio, and manages and operates global security operations centers that monitor, detect and responds to cybersecurity incidents. The GIS team goal is to ensure that the control processes and effectiveness are within the identified risk tolerance. The team manages the performance and effectiveness of the working control through the establishment of metrics with thresholds. They also validate the reasonability of Laws, Rules and Regulations mapping alignment to the controls, as aligned by the GIS Policy team. Job Description: This role provides daily operational support for the BISO ERP Governance and Strategy team, including the coordination of projects, forum and committee preparation, report generation, metric compliance and quality assurance, and process and procedure documentation. The individual will also help facilitate communication, awareness, and training. A large part of the role is coordinating the various projects and work activities that support the BISO ERP Exceptions Governance activities. Responsibilities include coordinating with cross-functional stakeholders, BISO SLT, and SISOs to support modifications and improvements to the BISO ERP Exception Review Framework and related projects, reports, metrics, documentation, and communication materials. Responsibilities: <ul> <li>Creating and QA’ing Key Risk Review monthly reports, creating dashboards etc.</li> <li>Calculating the BISO Key Risk Review Deliverable Metrics which measure the creation, completeness, and deliverable of the KRR’s.</li> <li>Producing and pulling metrics for Monthly Business Reviews</li> <li>Creating incident summaries every month and following along with GIS Incident Response team for better understandings</li> <li>Partners with the Phishing and Vishing metrics program owners monthly for data results delivery</li> <li>Coordinates with DLP, ADSF, BISO Exceptions teams to deliver their content in KRRs</li> <li>Serve as a coordinator for BISO ERP Governance metrics, reports, and supporting documentation.</li> <li>Work with leadership on curation and prioritization of projects and related work activities.</li> <li>Support BISO SLT and SISOs with development, enhancement of BISO ERP Governance materials.</li> <li>Perform QA of finalized content drafted by the BISO ERP Governance team.</li> <li>Closely partner with BISO Engagement Leads to ensure timely presentation, review, and modification of metrics.</li> <li>Facilitate weekly project and pipeline review meetings with BISO ERP Governance leadership.</li> <li>Support BISO teams on developing, implementing, and delivering relevant metrics and reports.</li> <li>Provide support for BISO ERP Exception Strategic planning and updates</li> <li>Pulling Metrics, Preparing Reports, Creating risk dashboards, Stakeholders management etc. </li> <li>Should have good knowledge in MS Office tools including MS Visio and Sharepoint</li> </ul> Requirements: Education: Bachelor’s Degree or technology and cybersecurity background Certifications: CEH, CompTIA Security+, CISA, CRISC, CISM, CISSP (Good to have) Experience Range: 6+ years Foundational skills: <ul> <li>Producing and pulling metrics for Monthly, Quarterly Business Reviews</li> <li>Creating and QA’ing Key Risk Review monthly reports, creating dashboards etc.</li> <li>Exemplary presentation and communication skills, specifically written communications</li> <li>Good knowledge in project management, stakeholder management and co-ordination with LOB partners</li> <li>Extensive knowledge of analyzing vulnerabilities and validation of remedial plans</li> <li>Good experience in performing Quality reviews, identifying gaps and following up with stakeholders on closing the observations</li> <li>Knowledge/Experience in Application security, Risk assessments, Cloud technologies, GRC (Governance, Risk, and Compliance) and/or third-party management with emphasis on security processes and controls</li> <li>Experience evaluating threats/risks posed by new technologies spanning networks, hardware, software,</li> <li>Ability to evaluate technology to ensure cyber-secure development that adheres to internal application policy, standards, and baselines.</li> <li>Bachelor’s degree in information technology, information security or related field</li> <li>Must be flexible to work during hours that needs collaboration with US partners.</li> <li>Highly skilled with all Microsoft tools</li> </ul> Desired skills: <ul> <li>Comfortable delivering messages across a wide spectrum of individuals having varying degrees of technical understanding</li> <li>Excellent critical thinking skills, attention to detail, thoroughness, diligence</li> <li>Contribute to create a positive team culture within a diverse workforce </li> <li>Strong risk awareness, including operational, compliance, and reputational risk</li> <li>Work independently and as part of a team to achieve team, bank objectives</li> </ul> Work Timings: 13:30 – 22:30 IST Job Location: Chennai / Mumbai / Hyderabad

Senior Analyst - System Administration and Support

Job Description: About Us 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! Global Business Services Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations. Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence, and innovation. In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services. Process Overview* Global Markets Technology &amp; Operations provides end-to-end technology solutions for Global Markets businesses including Equities, Prime Brokerage, Interest Rates, Currencies, Commodities, Derivatives and Structured Products. Across all these products, solutions include architecture, design, development, change management, implementation and support using various enterprise technologies. In addition, GMT&amp;O provides Sales, Electronic Trading, Trade Work Flow, Pricing, and Market Risk, Middle office, Collateral Management, Credit Risk, Post-trade confirmation, Settlement and Client service processes for Trading, Capital Markets, and Wealth Management businesses. Job Description* This team operates in the Commodities area of OpenLink Endur.Commodities technology team within the Global Markets Macro Tech organization is responsible for the development, testing and on-going support of the systems required for the smooth running of this complex global commodities business. This position is specifically for executing the development / feature enhancement efforts of Endur (one of the Trade Capture Systems in Commodities business). BACI Commodities tech team will work in close collaboration with the global teams spread across PACRIM, EMEA and AMRS.The role will require close interaction with the traders and sales people, understanding their requirements, and developing and/or enhancing existing solutions to meet their needs. The candidate will also be responsible for analysis, design, implementation and testing of various components of a Structured Products risk valuation system.The teams use agile development with varying levels of maturity amongst them. India team is distributed across Chennai, Mumbai, Gift and the global team across London, New York and Houston. The role would require a close engagement with stakeholders in Global Commodities technology function. Responsibilities* <ul> <li>Applications Developer - you will help develop, support, maintain and test software applications for Commodities Technology function.</li> <li>This is an exciting and challenging high profile project within Commodities Technology that is ideally suited to an individual with the energy and drive for change. Ideal candidate should have experience in developing server side applications handling real time data. Should be able to independently design and high performance, scalable solutions and respond to a fast paced environment. Experience in GUI development and Front Office environments advantageous.</li> <li>In addition to the above the person should</li> <li>Participate within milestone projects.</li> <li> Work closely with other commodities technology teams.</li> <li> Manage and escalate risks and issues</li> <li> Ability to analyze, design, develop and troubleshoot new and existing applications</li> <li> Learning new technologies and framework</li> <li> Interact with PMs and users to gather requirements</li> <li>Optimize and tune existing modules for better performance</li> <li>Collaborate with DEV/BAU/MAPS teams for deliverables</li> </ul> Requirements* Education :- Bachelors/Master’s degree in computer science or engineering or similar Certifications :- If Any Experience Range :- 4 to 12 years of experience Foundational skills* <ul> <li>Experience in complex application development (client and/or server) using Openlink with JVS, AVS, messaging middleware and expertise in database development (Oracle/ SQL server).</li> <li>Candidate Should have a good understanding of the financial markets / products and specifically commodities asset class and a deep understanding of the venues and exchanges trading in Commodities.</li> <li>Managing the Commodities Risk &amp; Surveillance, GCIP and TDR teams</li> <li>Hands on experience in server side programming using Python.</li> <li>Strong exposure to SQL server database or any other object based or RDBMS systems.</li> <li>Good understanding of OOPS concepts </li> <li>Strong interpersonal skills and experienced in communicating complex solutions with both technical and Business users.</li> <li>Must be able to handle multiple tasks and adapt to a constantly changing environment</li> <li>Exposure to threading and messaging services will be an additional value-add</li> <li>Experience in people management</li> <li>Understanding of Qz and Commodities Trading Business is preferable.</li> </ul> Desired skills <ul> <li>Development experience in a large scale global software deployment</li> <li>Experience of Energy and Commodities trading would be very advantageous</li> </ul> Work Timings: 11:30AM – 8:30PM (IST) Job Location :- Mumbai/ Chennai / Gift

Software Engineer III - GBS IND - R

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - San Francisco West - bilingual Cantonese required

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

Relationship Banker - Falmouth Main Financial Center

Job Description: Job Title: Operations Administrator Corporate Title: Officer Location: Brussels Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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! Role Description: Global Banking Operations (GBO) within EMEA has an exciting opportunity to expand their EMEA Branch Operations team in Brussels to cover the Operational related tasks for the Benelux. We are a team of 6, with two people covering each of Brussels, Luxembourg and Amsterdam. The EMEA Branch Operations team work closely with other departments within GBO and other lines of business within the Bank across the globe. We provide support to our client facing colleagues and perform local operational tasks, such as the handling of client files, controls of account openings, closures, seizures etc. Responsibilities: <ul> <li>You will Support Benelux business banking.</li> <li>You will help internal business partners with handling their client account openings, closures, incorporations, change of ownership from a local perspective.</li> <li>You will act as a point of contact for our internal business partners to help resolve client questions and issues related to local branch products/services</li> <li>You will provide support to the other operational teams in Benelux.</li> <li>You will manage preparation of regulatory reports and liaise with compliance on completion</li> </ul> What we are looking for: <ul> <li>You will have Fluency in Dutch, English and good knowledge of French.</li> <li>You will have experience of working in a fast-paced international environment and have the capability to deal with tight deadlines and urgent ad hoc matters.</li> </ul> Skills that will help (optional): <ul> <li>Knowledge of, and business experience with banking regulations on account opening, local products and regulatory requirements (optional) and processes in one of Belgium, the Netherlands and Luxembourg will be an advantage.</li> <li>Knowledge of or experience with cash management and treasury products, prior experience in operational banking processes will be preferred.</li> </ul> Bank of America Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Operations Administrator

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: Houston Texas Market

Merrill Financial Solutions Advisor - Northern New England

Job Description: Global Corporate &amp; Investment Banking (GCIB) has a global footprint. As part of its business model, GCIB ensures that it conducts adequate reviews for appropriate mitigation, when required. As part of this team, the individual is expected to have a good understanding of GCIB business. Having a deep understanding of the region-specific policies, procedures and regulatory expectations is also desirable. The individuals on this team are responsible for business controls for electronic communication and other enterprise programs. RESPONSIBILITIES Communication Monitoring <ul> <li>Serve as an escalation point for review team members.</li> <li>Provide primary review coverage, as needed, particularly in specialized areas (BEC, APAC, LATAM, GCIB/COO senior management, etc.)</li> <li>Serve as back-up reviewer across AMRS, APAC EMEA LATAM</li> <li>Develop and execute expanded/enhanced targeted reviews.</li> <li>Develop, execute and oversee Enhanced Monitoring &amp; Supplemental/Manager Review programs.</li> </ul> Enterprise Programs <ul><li>Act as a point of contact for certain Enterprise Programs / Enterprise Common Processes, and manage related business controls (e.g., management reporting, QA and QC and maintenance of related procedures) for various enterprise processes, activities, and programs, including but limited to Business Electronic Communication (BEC), Marketing and Advertising, and Customer Complaints.</li></ul> Governance and Controls <ul><li> Lead and Develop <ul> <li>Drive development and implementation for adherence and oversight for eComm program requirements applicable to GCIB. </li> <li>Actively lead and independently drive strategic goals and deliverables.</li> <li>Drive lexicon development and oversight program.</li> <li>Develop and distribute executive-level reporting to senior managers, including preparing metrics, and reporting surveillance results to senior management to identifying potential trends or themes that may warrant mitigation, further consideration, or action.</li> <li>Represent the group in communication/presentations with management, Compliance, and other internal stakeholders.</li> <li>Point of contact for bankers and GCIB management when matters require attention.</li> </ul> </li></ul> <ul><li> Implement &amp; Improve<ul> <li>Implement program changes to enhance lexicons, update policies, standards, procedures and/or processes to address regulatory / Compliance requirements or industry trends.</li> <li>Participate in implementing new projects to achieve short and long-term business objectives by providing surveillance system analysis, testing and feedback to stakeholders.</li> <li>Analyze and Assess opportunities to enhance operational efficiencies and mitigate risks, including actively monitoring false positives for lexicon enhancements.</li> <li>Help drive process improvement initiatives to create more effective and efficient risk mitigation.</li> <li>Monitor industry developments and changes in regulations applicable to GCIB; reviews with risk partners as appropriate.</li> </ul> </li></ul> <ul><li> Manage &amp; Maintain<ul> <li>Managing, maintaining, and enhancing the control environment, including through Quality Assurance and Quality Adherence (QA/QC) routines</li> <li>Managing, maintaining, and enhancing relevant single process inventory (SPI) attributes pertaining to Performing Communication Monitoring for GCIB within the process owner portal (POP)</li> <li>Where required, participate in industry forums and monitor regulatory expectations, emerging legislation and regulation to identify and mitigate emerging risks.</li> <li>Represent GCIB BCO at various committees, forums and meetings as required.</li> </ul> </li></ul> REQUIRED SKILLS <ul> <li>Ability to operate independently and collaborate across wide span of stakeholders including bankers, senior management, risk partners and regulators/ auditors.</li> <li>Strong leadership qualities and result driven approach.</li> <li>Control focused mindset and good understanding of regulatory and reputational risks</li> <li>Independent and ability to multi-task and meet multiple timelines.</li> <li>Ability to work under pressure in a team environment.</li> <li>Strong decision-making and problem-solving skills.</li> <li>Proven ability to develop Executive-ready presentations.</li> <li>Proven track record in being able to work effectively in a fast-paced, dynamic, highly matrix and complex environment.</li> <li>Self-starter with the ability to deliver across a varied set of priorities, both planned and ad-hoc and adapt within a dynamic and fast paced environment.</li> <li>Excellent business communication skills, ability to work with and communicate with all levels across the organization, leveraging advanced written, verbal and presentation skills.</li> <li>Ability to work collaboratively across multiple stakeholders and deliver results in a timely manner.</li> <li>Attention to detail and high standard for quality work product.</li> <li>Ability to think creatively to solve problems and anticipate potential questions or issues.</li> <li>Effective time management and prioritization, strong multi-tasking abilities.</li> <li>Highly proficient in Microsoft Excel, PowerPoint and Word</li> </ul> Plus <ul> <li>Multiple language skills (Chinese, French, Italian, Japanese, Korean, Portuguese)</li> <li>Data Analytics and Tableau a plus.</li> <li>Proven track record of building and deploying control process and control changes.</li> <li>Banking and Surveillance experience a plus.</li> <li>Knowledge and understanding of Crypto-related activities and Marijuana related regulations.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

GCIB Business Controls Officer, Communications Review & Enterprise Programs Associate / VP

Job Description: Please note this requisition contains multiple locations but there is not an immediate opening for every location listed. This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program 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 Qualifications: • 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 Qualifications: • 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

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