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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! Trust Officer II (TO II), Private Banking, Jacksonville, FL - Trust Officers focus on serving the personal trust and fiduciary needs of affluent clients as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships with the following primary objectives: Enhance the client experience by building and maintaining strong client relationships, deepening their relationships across a spectrum of needs and assist in development or referral of client solutions as needed by client. The Trust Officer role will be service focused and will leverage support teams on client servicing needs while often being the primary point of contact to the client. This role will have higher gearing (approximately 275-350 core client accounts). Responsibilities: <ul> <li>Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews</li> <li>Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance</li> <li>Works with Market leaders and engages clients and prospects to plan, build, and transfer wealth tailored to their unique goals, while delivering a high-quality experience</li> <li> Ensures compliance with regulatory and legal requirements related to client accounts and portfolios</li> <li>Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects</li> </ul> Requirements: <ul> <li>3-5 years of trust specific work experience with proven success in a personal trust role is required.</li> <li>Solid understanding of trust product capabilities and enthusiastic about opportunities to serve the needs of trust clients.</li> <li>Excellent communication and written skills.</li> <li>Demonstrates the ability to communicate complex issues in a clear, understandable manner.</li> <li>Demonstrates accuracy, thoroughness, and completeness in all tasks.</li> <li>Excellent organizational, prioritization and time management skills, detail oriented, with consistent follow-up skills.</li> <li>Able to develop trust, rapport, and respect with clients and internal partners.</li> <li>Develops strong interpersonal relationships and fosters collaboration among team members and business partners supporting the enterprise and Private Bank objectives.</li> <li>Computer literate with preferred capabilities to run sophisticated trust applications and systems.</li> <li>BS/BA degree strongly preferred.</li> </ul> Skills: <ul> <li>Business Development</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Risk Management</li> <li>Wealth Planning</li> <li>Client Experience Branding</li> <li>Client Solutions Advisory</li> <li>Decision Making</li> <li>Presentation Skills</li> <li>Process Management</li> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Financial Analysis</li> <li>Planning</li> <li>Prospecting</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not make you eligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Trust Officer II (TO 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 a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for daily forecasting and analyzing of the bank's balance sheets, Net Interest Income (NII), Funds Transfer Pricing (FTP) and interest rate risk sensitivity. Key responsibilities include partnering with Line of Business (LOB) leaders and teammates across Corporate Treasury, Risk, and the Chief Financial Office (CFO) and organizing the contributions of other analysts to deliver a dynamic, accurate, and disciplined forecast by product, LOB, and legal entity under baseline and/or stress scenarios. <ul> <li>Subject matter expert (SME) responsible for forecasting balance sheet and net interest income (NII) for Bank of America’s Global Markets line of business. Work as a member of the Line of Business (LOB) Forecast &amp; Product Analytics team to deliver a dynamic, accurate and disciplined forecast by product, LOB and Legal Entity under baseline and stress scenarios. Responsible for managing, reviewing and explaining the impacts from the Global Markets balance sheet and NII forecast on key metrics such as the firm’s total NII projections, interest rate sensitivity and legal entity-level reporting.</li> <li>Balance Sheet Management (BSM) is a division within Treasury (part of the CFO group) primarily responsible for 1) providing executive management with accurate and timely forecasts of the balance sheet and NII, and 2) the measurement and analysis of Interest Rate Risk (IRR). This information provides the framework that allows the company to position its balance sheet consistent with its risk appetite and expectations for changes in interest rates.</li> <li>BSM maintains close partnerships with various groups across the enterprise, including teams across Treasury, Finance, Risk and the Lines of Business to provide key inputs to critical processes and strategic decisions. These partnerships focus on the following: (1) balance sheet and income statement composition, (2) strategic planning for the company’s three-year outlook, (3) understanding and helping influence strategy for the company’s lines of business to accurately measure the profitability of assets and liabilities to ensure efficient usage of the balance sheet, and (4) stress testing the balance sheet under adverse economic scenarios.</li> <li>The LOB Forecast &amp; Product Analytics team serves as a key liaison among Treasury, Line of Business and Finance stakeholders with responsibilities in building strategic baseline and stress forecasts that cover a range of financial asset and liability products on the company’s balance sheet. The LOB Forecast &amp; Product Analytics team develops subject matter expertise on their respective coverage areas to understand balance and pricing trends, industry dynamics and competitor analysis.</li> </ul> Responsibilities: <ul> <li>Balance sheet and NII forecasting, leveraging quantitative and qualitative models as well as SME inputs for baseline and stress scenarios, as well as ongoing management of the dynamic forecast</li> <li>Produce analytics and provide insights to highlight risks and opportunities related to the Global Markets balance sheet and NII forecasts</li> <li>Provide trended views and strategic inputs, connecting actual and forecasted balances across different legal entities as well as Global Markets LOBs and products</li> <li>Partner with BSM, Treasury and Finance teams to provide insights on balance sheet and NII expectations to support liquidity, capital, earnings, and interest rate analytics capabilities</li> <li>Work with Global Markets line of business, Global Funding teams and upstream data partners to help deliver strategic product offerings</li> </ul> Required Qualifications: <ul> <li>2+ years of experience within a financial institution with experience as a Balance Sheet or Financial Analyst</li> <li>Bachelor’s degree (quantitative finance, financial analysis, economics, or business administration preferred)</li> <li>Excellent analytical and complex problem resolution skills</li> <li>Balance Sheet product and Net Interest Income business acumen</li> <li>Understanding of financial market dynamics, interest rates, accounting, and financial products</li> <li>Proficient in MS Office tools, especially Microsoft Excel (v look ups, pivot tables)</li> <li>Inquisitive, willing to challenge the status quo and strive to improve processes</li> <li>Ability to meet strict timelines, ability to work with a high level of autonomy and make well-reasoned decisions</li> <li>Team oriented</li> <li>Strong communication/interpersonal skills</li> </ul> Desired Qualifications: <ul> <li>Treasury Experience</li> <li>Technical Business Analyst skills (SQL, VBA, Tableau, Alteryx a plus)</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Data and Trend Analysis</li> <li>Financial Analysis</li> <li>Financial Forecasting and Modeling</li> <li>Adaptability</li> <li>Regulatory Compliance</li> <li>Reporting</li> <li>Risk Analytics</li> <li>Scenario Planning and Analysis</li> <li>Benchmarking</li> <li>Business Acumen</li> <li>Business Analytics</li> <li>Financial Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior Asset Liability Associate

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Shannon Southpark 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! 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: <ul> <li>Executes the bank's risk culture and strives for operational excellence</li> <li>Builds relationships with clients to meet financial needs</li> <li>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</li> <li>Grows business knowledge and network by partnering with experts in small business, lending, and investments</li> <li>Manages financial center traffic, appointments, and outbound calls effectively</li> <li>Drives the client experience</li> <li>Manages cash responsibilities</li> </ul> Required Qualifications: <ul> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for new and existing clients based on their needs</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Has the ability to learn and adapt to new information and technology platforms</li> <li>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Efficiently manages time and capacity</li> <li>Focuses on results while acting in the best interest of the client</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li> <li>Six months of cash handling experience</li> <li>Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​</li> <li>Spanish Bilingual preferred</li> </ul> Skills: <ul> <li>Adaptability</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> 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 Originator Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Livermore area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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: Philanthropic Client Managers (PCMs) are experts in the management of philanthropic investment management and trust accounts. They are responsible for providing client support and executing our fiduciary duties in compliance with all laws, regulations, policies and procedures. Philanthropic Client Managers are also responsible for considering account the unique aspects of their clients circumstances in order to proactively provide advice and solutions to clients in nonprofit and private philanthropy accounts. Additionally PCMs have shared responsibility with the Senior/Institutional Sales Director (ISD), ICA, PCA and National Practice Experts (NPEs) for the management and growth of their relationships and shared responsibility with the Market Philanthropic Executives (MPEs) and Institutional Client Executive/Director (ICE/Ds), as appropriate, for delivering client service and overall client satisfaction for their largest and most valuable relationships. The Charitable Gift Fund, Bank of America’s donor-advised fund, allows high net worth clients to receive immediate tax deductions for charitable contributions and to recommend grants to public charities over time. In 2024 the CGF took in $1.4B in charitable contributions from clients and facilitated approximately $1B in grants to approved charities. The CGF has grown 20% per year (AUM) over the last five years, outpacing growth in the Donor-Advised Fund industry nationwide. With ongoing investment in technology and its team, the CGF is preparing for projected further growth. This is an opportunity to join a tight-knit team in a growing line of business and to make positive impacts for clients and their charities. As a member of the Client Services team, this individual will provide high quality communications and service for CGF clients and their financial advisors. This position will report to the Service Team Lead and work closely with peer team members, the CGF Operations team, and the CGF's outside processing partner. Responsibilities include but are not limited to: <ul> <li>Answering incoming calls, emails and voice messages to address questions and resolve client issues</li> <li>Following up promptly and thoroughly, carrying through to resolution and/or escalating for help as soon as needed</li> <li>Learning routines and developing knowledge to review and approve grant recommendations</li> <li>Communicating with clients, ML FAs and PB client teams, and charities to verify IRS-eligibility for charities and grant purposes</li> <li>Accurately handling and processing a significant volume of work under daily/weekly deadlines</li> <li>Meeting expectations in line with experience for productivity levels</li> <li>Helping with project-based work as needed</li> <li>Limited time off during year-end (due to giving season)</li> </ul> Desired skills and attributes: <ul> <li>Able to work and adapt in a fast-paced, collaborative, team environment</li> <li>Able to develop trust, rapport and respect with CGF team members and vendor partners</li> <li>Able to multi-task effectively and work independently (and with the team)</li> <li>Able to prioritize, manage details and follow through 100% of the time</li> <li>Able to listen actively and correctly identify issues/concerns</li> <li>Able to exercise good judgment leading towards resolutions or escalations</li> <li>Able to communicate clearly, professionally and efficiently on phone and via email</li> <li>Able to use Microsoft Office and learn additional systems</li> <li>Able to work in-office minimum of 3 days per week</li> <li>Able to work extended hours/overtime, especially during year-end</li> <li>Customer service and financial services or non-profit/philanthropic experience preferred</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Business Acumen</li> <li>Client Management</li> <li>Collaboration</li> <li>Relationship Building</li> <li>Active Listening</li> <li>Business Case Review</li> <li>Business Development</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Account Management</li> <li>Strategy Planning and Development</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. 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

Philanthropic Client Manager

Job Description: Job Description: Non-Yen Debt Operations team is responsible for the settlement/client services and corporate action controls for foreign fixed income products traded by BofASJ. Fixed Income products in scope are Non Yen Bonds (cash and repo). Responsibilities: 1) Settlement control for bonds traded by BofASJ/Affiliates sales and trading desks 2) Perform day to day on Client Service function/Settlement monitor in BofASJ entity 3) Generate regulatory report for FSA, BOJ and legal ledgers as stipulated by regulation 4) Customer/Broker services including Settlement confirmation and support of inquiries 5) Corporate Action (Coupon/Redemption Payments) Requirements: - Strong quantitative and analytical skills - Ability to work under pressure while adhering to tight deadlines - Strong team player and ability to work well independently and collaboratively with peers and stakeholders - Attention to details and the ability to process tasks accurately and in a timely manner - Control focused with a good understanding of risks and the impacts of errors - Proficient in using Excel and other MS applications - Business level in written and spoken English / Japanese - Background in Securities Operations is preferable Other Qualifications: ∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions - Excel in working among diverse viewpoints to determine the best path forward - Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner - Commitment to challenging the status quo and promoting positive change. - Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base - Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Officer, Markets Support Analyst, Japan, Global Markets Operations

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 supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: • Operates as a back up financial center leader within a market • Manages client traffic, engaging and appropriately routing clients, and fostering client retention • Manages business results through formalized management routines and coaching • Creates a world class client experience environment • Manages market-level initiative prescribed by market leaders • Drives operational excellence Required Qualifications: • 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team • Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals • Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction • Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability • Proven record of balancing risk and making sound decisions while achieving business goals • Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service • Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results • Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills • Proficiency in computer skills and professional programs (for example, Microsoft Office) • Ability to pass pre-employment assessments and compliance requirements • Availability to work weekends and/or extended hours as required to run the business • Must be able to travel to any financial center within the defined market Desired Qualifications: • 1+ years management experience including hiring, coaching, and developing direct reports • Experience in the following industries: Consumer banking/financial services, mortgage, retail or hospitality • Undergraduate degree • Bilingual (fluent verbal and written) Skills: • Customer Service Management • Performance Management • Coaching • Customer and Client Focus • Talent Development • Risk Management • Sales Performance Management • Business Operations Management • Recruiting • Result Orientation • Referral Management • Leadership Development • Inclusive Leadership • Prioritization • Problem Solving Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Market Financial Center Manager - Loudoun

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

Financial Solutions Advisor - Consumer Investments - Greater St. Louis Market

Job Description: The Global Sustainable Finance Group (“GSFG”) works extensively across the eight lines of business at Bank of America, to deliver financing solutions for energy transition, core infrastructure and digital infrastructure. The team is seeking to hire a Director or Managing Director who will be in charge of origination and structuring for the Digital Infrastructure business for the Sustainable Finance business in North America. The team is expected to lead lending and assist with advisory mandates: Role: <ul> <li>Lead origination, structuring and execution of debt financing transactions for digital infrastructure assets and associated power related projects where applicable.</li> <li>Drive the execution of transactions with minimal oversight</li> <li>Key skills include: attention to detail, ability to effectively communicate with external clients and internal partners, and ability to articulate independent risk views</li> <li>Provide fair and transparent feedback to junior team members while holding them accountable for their deliverables</li> <li>Lead the development of key materials for senior management discussions</li> <li>Represent BofA at external alliance/partnerships/industry events </li> </ul> What we are looking for: <ul> <li>In-depth experience in originating and structuring solutions for digital infrastructure and power infrastructure</li> <li>Excellent credit analysis and assessment capabilities</li> <li>Knowledge of corporate finance, tax, accounting and regulatory rules</li> <li>Refined verbal and written communication skills</li> <li>Prior experience working in a collaborative team environment</li> <li>Financial Forecasting and Modelling</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Director/ MD: Digital Infrastructure Originator/ Structurer

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. 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! Business Support Analyst Provide support in analyzing existing and new policies applicable to Global Markets and Global Banking Asia and implement processes to ensure compliance with these changes. Collaborate with COOs and support partners to maintain adherence to internal and external regulatory guidelines for Global Markets and Global Banking activities. Key Responsibilities <ul> <li>Undertake and support supervision and business controls activities within the Global Markets (“GM”) and Global Corporate and Investment Banking (“GCIB”) Business Controls organization for the APAC region.</li> <li>Thrive in a fast-paced and high-pressure environment while ensuring the Line of Business (“LOB”) complies with applicable laws, regulations, and industry best practices.<ul> <li>Supervisory Infrastructure Management: Partner with LOB Supervisors and delegates, and support groups to maintain daily supervisory infrastructure (e.g., supervisory responsibilities matrices (SMA), supervisor alignments (SID), Trader Mandates), including performing delegated supervisory tasks as required.</li> <li>Centralized Monitoring: Execute governance and monitoring and QA processes (e.g., cross border compliance, registration &amp; Licensing, Voice Recording, mandatory Leave, employee management for new hire/transfer/departee, BCP, Information security, etc.)</li> <li>Controls Framework Development: Create, enhance, and oversee Front-Line Unit (“FLU”) controls and processes to strengthen the business operating environment, which include the enforcement, including enforcement of the supervisory program.</li> <li>Governance &amp; Audit Support: Participate in LOB governance routines and internal/external audits by contributing requested information.</li> <li>Operational Risk Management: Drive FLU/LOB deliverable for Operational Risk program (e.g., Risk and Control Self Assessments, metrics, operational losses reporting, etc.)</li> <li>Cross-Functional Collaboration: Partner with LOB BCO and control/support teams (Compliance, Risk, Technology, HR, Audit) to ensure end-to-end control processes, improve supervisory reporting tools, and strengthen FLU monitoring and tools.</li> <li>Continuous Improvement: Support program-wide initiatives to refine the control framework, address audit findings and conduct deep-dive analyses to identify and remediate control gaps.</li> </ul> </li> </ul> Requirements <ul> <li>Bachelor’s degree or equivalent experience </li> <li>Strong academic background or proven expertise in business controls, compliance, operations, or control functions.</li> <li>Proficiency in IT Tools (e.g., MS Office tools, VBA), advanced spreadsheet skills, analytic competency, and the ability to develop ad hoc solutions.</li> <li>Ability to manage complex tasks and employ collaborative and analytical problem-solving approaches.</li> <li>Excellent organizational, analytical, written, and verbal communication skills.</li> <li>Exceptional relationship management skills with the ability to engage confidently with senior stakeholders (e.g., Business Control Management, LOB leaders, Compliance, Technology, etc.) </li> <li>Familiarity with regulatory frameworks and risk management practices in Global Markets and Global Banking</li> </ul>

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