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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for 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

Bank of America

Relationship Banker - Woodbury 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 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 managing a portfolio of medium/large projects which enhance Finance and Treasury systems, processes and solutions across several lines of business (LOB) in compliance with applicable Enterprise and Chief Financial Officer Group policies. Key responsibilities include working closely with the LOB, Change Management, Technology and other partners to execute the project plan. Job expectations include performing day-to-day project activities and being actively involved in the execution of project deliverables. Line of Business Job Description: Managing the end-to-end delivery of complex initiatives, facilitate cross-team coordination with senior stakeholders and develop plans with business and support partners to sustain the change within the Liquidity, Capital and/or Market Execution functions of Treasury. The role will require project management and business integration leadership spanning one to many work streams in a matrix environment. Given the enterprise nature of Treasury, the candidate will gain broad knowledge of and exposure to a wide range of the company's business units. The candidate will be required to work closely with other Treasury business functions, Global Technology and Operations (GT&amp;O) and various other lines of business to successfully deliver the project. Responsibilities: <ul> <li>Executes project deliverables while working with various partners and user community</li> <li>Completes required documentation, business analysis, testing, and operational readiness activities within project timelines</li> <li>Identifies upstream and downstream impacts associated with project related changes and/or decisions</li> <li>Adheres to Chief Financial Officer Group's Change Management Governance and Control requirements</li> <li>Requires an understanding of Treasury, Finance, Accounting, Technology and Project Management</li> <li>Effectively manage the end-to-end delivery of major Treasury initiatives (tech and non tech)</li> <li>Understand relevant regulations and assist in ensuring compliance with applicable regulations</li> <li>Ensure proper documentation of business requirements, process flows, design and other business analysis deliverables</li> <li>Establish and lead initiative routines</li> <li>Partner with senior stakeholders across Treasury LOBs, Data Management, Technology, and other lines of business to ensure collaborative progression through the delivery lifecycle</li> <li>Build and develop product expertise to support the initiative</li> </ul> Required Qualifications: <ul> <li>2+ years of project/portfolio management experience in the financial industry or a related field</li> <li>Experience managing multiple projects concurrently with tight and changing deadlines</li> <li>Excellent computer skills, particularly Microsoft PowerPoint, Excel, Word</li> <li>Strong analytical and problem-solving skills</li> <li>Organized and able to work on multiples tasks with limited supervision</li> <li>Strong work ethic and willingness to take on new initiatives</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s Degree in Finance, Accounting or related fields or equivalent work experience</li> <li>Exposure to Liquidity, Capital and/or Market Execution functions within Treasury at a large bank strongly preferred</li> <li>Enjoys working in a fast-paced environment</li> </ul> Skills: <ul> <li>Business Acumen</li> <li>Change Management</li> <li>Collaboration</li> <li>Program Management</li> <li>Project Management</li> <li>Business Analytics</li> <li>Business Case Analysis</li> <li>Consulting</li> <li>Process Management</li> <li>Process Performance Measurement</li> <li>Problem Solving</li> <li>Reporting</li> <li>Scenario Planning and Analysis</li> <li>Strategy Planning and Development</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Project Mgr- Finance Solutions - CFO Treasury Change Management

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Leads the Client Process Management Process within the client team to identify new business development opportunities</li> <li>Sources new clients in alignment with the bank's established risk appetite</li> <li>Leads the client team to deliver meaningful interactions and a Branded Client Experience</li> <li>Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs</li> <li>Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management</li> <li>Encourages use and adoption of digital capabilities to enhance the client and client team experience</li> <li>Builds relationships with internal and external partners and centers of influence</li> </ul> Required Qualifications: * Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience * Ability to drive new business development for target client segment ($3MM++ investable assets) * Ability to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused individual with exceptional interpersonal skills * Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * Ability to work with and identify the need for team specialists; collaborate closely with other team members * Takes on a leadership role on the team and within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: <ul> <li>Business Development</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Prospecting</li> <li>Wealth Planning</li> <li>Analytical Thinking</li> <li>Oral Communications</li> <li>Referral Management</li> <li>Relationship Building</li> <li>Risk Management</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Decision Making</li> <li>Loan Structuring</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Private Client Advisor II

Salary Range $96,000 - $125,000*Job Description:Saks is a world-renowned luxury ecommerce destination. The company’s unique approach combines a focus on the digital customer experience with a strong connection to a network of extraordinary stores that extends that seamless experience into the real world.On its website and app, Saks offers an unparalleled selection of curated merchandise across fashion for women and men, beauty, jewelry, home décor and more. In addition to the shopping experience, customers come to Saks for inspiring editorial content, access to digital stylists, lifestyle experiences and other world-class services.As a Strategic Sourcing Manager in Strategic Sourcing &amp; Procurement, you’ll be responsible for: developing and leading strategic sourcing events; writing and negotiating contract terms and documents; and analyzing spend associated with specific indirect spend categories. You will develop sourcing strategies that positively impact bottom-line results/value while minimizing risks, foster internal and external relationships, and work with internal stakeholders to educate and promote the procurement policies. You will report to a Director of Strategic Sourcing. Role Description<ul> <li>Simultaneously Lead indirect sourcing initiatives for a multitude of Supply Chain/Operations Products &amp; Services, as well as building successful sourcing strategies, driving strategic improvements, and delivering on operational targets, savings goals, and business strategies </li> <li>Conduct total cost modeling and sensitivity/scenario analysis to help team members understand trade-offs and benefits to multiple outcomes </li> <li>Assist with the analysis and planning for various components of indirect spend categories to ensure operational success and results </li> <li>Use sourcing tools to support departmental efforts to refine and improve procurement processes and policies </li> <li>Develop and manage relationships with business stakeholders and provide regular project status updates </li> <li>Partner with multiple corporate functions (e.g., Financial Planning &amp; Analysis, Accounting, Legal, etc.) as part of your sourcing projects and related activities </li> <li>Review, revise, and negotiate contract language </li> <li>Assist in the development and management of strategic and complex contract renewals </li> <li>Engage in supplier relationship activities (e.g., regular business reviews, vendor score carding, etc.) </li> <li>You will take ownership of projects and bring them to completion understanding that the results will have an impact on the department's goals </li> </ul>Key Qualifications<ul> <li>BS/BA degree preferably in supply chain management, engineering, or business </li> <li>5+ years of experience in Strategic Sourcing for Supply Chain/Distribution Center Services, Packaging and Customer Supplies, Facilities Services, and other Operational Products &amp; Services </li> <li>Demonstrated capabilities of leading sourcing projects, contract negotiations and authoring, and driving savings/value </li> <li>Strong relationship-building, verbal and written communication, interpersonal, motivational, and influencing skills; coordination across related disciplines and with key stakeholders </li> <li>Experience coordinating teams, collecting insights, and constructively challenge internal stakeholders with conventional thinking </li> <li>Understanding of multi-step strategic sourcing processes, sourcing tools, and strategies </li> </ul>Preferred Qualifications (nice to haves):<ul> <li>Experience sourcing and contracting for facilities services, restaurant operations, and call center operations</li> <li>Experience in the luxury retail market</li> </ul>Your Life and Career at Saks Global:<ul> <li>Exposure to rewarding career advancement opportunities</li> <li>A culture that promotes a healthy, fulfilling work/life balance</li> <li>Benefits package for all eligible full-time employees (including medical, vision and dental).</li> <li>An amazing employee discount</li> </ul>Thank you for your interest in Saks Global. We look forward to reviewing your application.<h3>Saks Global provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Saks Global complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.</h3><h3>Saks Global welcomes all applicants for this position. Should you be individually selected to participate in an assessment or selection process, accommodations are available upon request in relation to the materials or processes to be used.</h3>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.Saks.com is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. *The above expected salary range may have some variability based upon factors including, but not limited to, a candidate’s overall experience, qualifications, and geographic location. If you are interested in the role, we encourage you to apply and, if selected to move forward in the interview process, you will have a chance to speak with our recruitment team regarding your specific salary expectations.

Saks Fifth Avenue

Strategic Sourcing Lead - Operations

Job Description: 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 Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. As a National Financial Solutions Advisor (NFSA I), your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey. We’ll help you <ul> <li>Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li>Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li>Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li>Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li> <li>Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.</li> <li>Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li> </ul> As a Financial Solutions Advisor, you can look forward to <ul> <li>Unlimited potential for financial growth.</li> <li>Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li> <li>Robust marketing support to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li> </ul> We’re a culture which <ul> <li>Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li> <li>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li> <li>Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.</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> </ul> Required skills <ul> <li>Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)</li> <li>Is comfortable in a sales role, finding ways to nurture strong client relationships.</li> <li>Communicates clearly and confidently with clients from all walks of life.</li> <li>Works well with others and collaborates productively to get things done.</li> <li>Can manage complexity, prioritize tasks and execute in a fast-paced environment.</li> <li>Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough, and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.</li> </ul> Desired skills <ul> <li>A bachelor’s degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.</li> <li>Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.</li> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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

Fraud Analytics and Innovation Senior Leader - Client Protection

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 - Westchester / Bronx Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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: Th Fixed Income Currencies &amp; Commodities (FICC) Finance team is part of the CFO organization. The primary focus of our team is to support the FICC Trading business through the implementation and execution of key control processes including legal financial books and records, valuations control, regulatory matters, forecasting, P&amp;L explain, and balance sheet analysis. The desk trades in a range of products including Loans, Bonds, CDS, Interest Rate Swaps, FX and other derivatives. Key priorities for our team include proactive execution of controls, accurate reporting and analysis of financial results and forging strong relationships with business partners to assist in decision making. Areas of responsibility include: <ul> <li>Financial reporting and disclosures</li> <li>General ledger close and reconciliations</li> <li>Management reporting and analysis</li> <li>Regulatory capital disclosures</li> <li>Price Testing</li> <li>Sector analysis</li> <li>Stress Test and Forecasting</li> </ul> Process analysis, documentation of policies and procedures and evidencing of results are also of primary importance in this role. Trading desk support, including interpretation of accounting policies and ad hoc reporting, is another critical requirement. Throughout the tenure of the role, the teammate should gain exposure and acumen in the Global Markets/FICC area of the organization and develop or improve the following skills: GAAP (with a focus on Fixed Income), Management and Regulatory/SEC reporting, as well as written and oral communication skills. Responsibilities: <ul> <li>Supports with preparing and analyzing balance sheets and Profit and Loss (P&amp;L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies</li> <li>Performs month-end close and financial reporting, critical testing and calculations, and periodic analysis</li> <li>Calculates and analyzes Independent Price Verification results</li> <li>Assists in the development of strategic and annual planning efforts and implementations and performs profitability analysis, forecasting, and financial reporting for a product or general ledger account type</li> <li>Partners closely with the front office, Operations, and Technology to support defining business finance processes and implementing related technology solutions</li> <li>Analyzes regulatory matters, such as the Comprehensive Capital Analysis and Review (CCAR) and Recovery and Resolutions Plans (RRP), to assess risk modeling practices within the bank</li> </ul> Required Qualifications: <ul> <li>Minimum of 5 years financial industry/banking experience</li> <li>Strong financial analytics experience</li> <li>Advanced experience/skills with Excel and complex spreadsheets</li> <li>Candidate must be able to work both independently and as team member</li> <li>Strong communication and presentation skills</li> <li>Strong problem solving and analytical abilities</li> </ul> Desired Qualifications: <ul> <li>Bachelor Degree in Accounting/Finance</li> <li>Accounting experience</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Financial Accounting</li> <li>Financial Management</li> <li>Reporting</li> <li>Business Analytics</li> <li>Critical Thinking</li> <li>Data Quality Management</li> <li>Financial Processing</li> <li>Price Verification and Valuations</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Financial Control Product Associate- Fixed Income Currencies & Commodities (CFO)

Job Description: DAt 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 Summary Global Payments Solutions (GPS) turns technological advances into treasury solutions. GPS offer a smarter, more sophisticated treasury relationship that redefines insights, delivers efficiency and helps our clients stay ahead. The Global Payments Solutions Non-Financial Regulatory Reporting Center of Excellence (GPS NFRR COE) centrally manage the ownership of GPS NFRRs. As a GPS NFRR COE Report Owner at Bank of America, you’ll play a critical role in ensuring compliance with regulatory reporting requirements and developing and maintaining procedures and processes to ensure accurate, complete, and timely submission of regulatory reports in conformance with regulatory instructions. We’re looking for someone with a passion for the financial industry and a commitment to producing high-quality work. The ideal candidate for this role will have a minimum of 5 years of experience in regulatory reporting, cash management or trade finance. To succeed in this role, you must possess excellent communication and problem-solving skills and a strong attention to detail. Primary Roles &amp; Reponsibilities <ul> <li>Responsible for accurate, complete, and timely submission of NFRRs in conformance with regulatory instructions.</li> <li>Develop and maintain procedures and processes to ensure accuracy and efficiency of all regulatory reporting activities and ensure compliance with applicable regulatory reporting requirements.</li> <li>Partner closely with risk function colleagues to identify, understand, and implement new regulatory reporting requirements.</li> <li>Collaborate with governance team on governance procedures, error escalation and issue management process.</li> <li>Troubleshoot and drive the resolution of issues related to regulatory reporting.</li> <li>Participate in audit/regulatory exams/compliance assessments/key governance forums.</li> </ul> Required Skills: <ul> <li>Candidate will be a self-motivated, keen attention to detail, and a high energy level individual.</li> <li>University degree with 5-7 years working experience in banking or finance industry.</li> <li>Proficiency in English and at least 2 foreign languages in (Bahasa Indonesia, Japanese, Korean, Mandarin, or Thai).</li> <li>Basic knowledge in Transaction Banking products offered by global financial insitution.</li> <li>Excellent professional skills, including verbal and written communication, presentation, time mangement and stakeholder management</li> </ul> Desired Skills: <ul> <li>Prior experience in Transaction Banking will be a plus.</li> <li>Basic knowledge in Tax regulations/reporting will be a plus.</li> </ul>

Associate/Vice President, Global Payments Solutions Non-Financial Regulatory Reporting - Report Owner

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position SummaryThe Behavioral Health Medical Director is responsible for behavioral health medical leadership providing their subject matter expertise to the health plan. They will have key roles in utilization management and case management programs for mental health and substance use disorder services. They will collaborate with health plan leadership to oversee the behavioral health benefit and work collaboratively with state agency leaders and other stakeholders as it relates to behavioral health needs. Responsibilities include ∙ Participation in the development of clinical practice standards, policies, and procedures ∙ Behavioral health care management performance and coordination with physical health care management ∙ Participation in state agency/stakeholder meetings when requested ∙ Oversight and implementation of the utilization management program for behavioral health services, including preventing contraindicated care ∙ Ensuring consistency in the application of utilization management standards, including those implemented by subcontracted entities ∙ Overseeing the complaint and grievance process for behavioral health denials, ∙ Review and resolution of quality-of-care concerns ∙ Participation in clinical staff recruitment and ongoing performance improvement. ∙ Provide strategic oversight and leadership for all behavioral health activities within the health plan. ∙ Serve as the subject matter expert on behavioral health for ABHKY, ensuring compliance and alignment with state regulations and expectations. ∙ Lead and coordinate efforts with the state and other health plan colleagues to promote integrated care models. ∙ Oversee coordination activities with the state, ensuring effective collaboration and adherence to regulatory requirements. ∙ Work closely with health plan leadership, the Chief Medical Officer, other Medical Leadership, Pharmacy Director, clinical staff (including those in utilization management, care management, quality management), and colleagues within network and provider relations, to enhance the delivery of holistic and integrated care. ∙ Contribute to the development and implementation of policies and procedures that support the health plan's objectives and comply with state guidelines. ∙ Advocate for and implement innovative approaches to behavioral health care, promoting evidence-based practices that enhance patient outcomes. ∙ Support duties as required regarding utilization management of the service benefit and pharmacy benefit within the state health plan and additional duties as assigned. ∙ Actively participate in continuous improvement activities, development and monitoring of SAI initiatives, and other activities that support quality of care and total cost of care oversight. ∙ Serve as a key health plan external facing liaison, regarding behavioral health initiatives, programs, and projects with state regulators, providers, vendors, and community organizations. ∙ Provides guidance and/or represents the Health Plan in all state fair hearings for services that are behavioral health related. Required Qualifications ∙ Board-certified Psychiatrist licensed in the State of Kentucky. ∙ Clinical experience in the treatment of substance use disorders, including utilization of ASAM criteria, and an understanding of the Kentucky system of care. ∙ At least five years combined experience in mental health and substance use services and at least two (2) years of BH leadership experience in a government, health management, or managed care organization, and/or at least two (2) years of experience as a Medical Director in clinical practice, and/or at least three (3) years of clinical BH experience (excluding psychiatric residency). Preferred Qualifications ∙ Experience with KY Medicaid behavioral health benefits and service ∙ Ability to effectively interact with providers, advocacy groups and State partners ∙ Excellent organization and time management skills ∙ Experience navigating a matrixed organization. ∙ KY Medicaid regulatory experienceEducationMD or DOPay RangeThe typical pay range for this role is:$174,070.00 - $374,920.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 07/25/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

316 Jobs in Hartford, CT, USA