field_remote_option

job_industry

field_job_occupational_field_parents_all

job_organization_name

job_upgrade_is_featured

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! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Schedule: Monday - Friday, some Saturdays required Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor Stage II - Union Square-14th St 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** 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 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: <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> </ul> Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators. Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - LA North Orange

The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a variety of funding sources, which may include a bank account, a PayPal or Venmo account balance, PayPal and Venmo branded credit products, a credit card, a debit card, certain cryptocurrencies, or other stored value products such as gift cards, and eligible credit card rewards. Our PayPal, Venmo, and Xoom products also make it safer and simpler for friends and family to transfer funds to each other. We offer merchants an end-to-end payments solution that provides authorization and settlement capabilities, as well as instant access to funds and payouts. We also help merchants connect with their customers, process exchanges and returns, and manage risk. We enable consumers to engage in cross-border shopping and merchants to extend their global reach while reducing the complexity and friction involved in enabling cross-border trade. Our beliefs are the foundation for how we conduct business every day. We live each day guided by our core values of Inclusion, Innovation, Collaboration, and Wellness. Together, our values ensure that we work together as one global team with our customers at the center of everything we do – and they push us to ensure we take care of ourselves, each other, and our communities. Job Description Summary: This role sits within the broader Experience Design department which is made up of unique product design specialties including: Consumer, Merchant, Research, Content, Design Systems, and Operations. Experience Design is driving the design and experience strategy that will evolve the PayPal experience beyond the core transaction and into new realms of the end-to-end commerce journey. This includes dimensions that engage customers well before and after the point of a sales transaction with a brand or money exchange with a peer. It is an incredibly exciting time to join a design team that will be at the forefront of PayPal’s product and brand transformation. No matter the role or level, all positions are nurtured and encouraged to think through critical problems with well-integrated, multi-discipline teams (pods) and a well-defined culture that’s geared towards explorations, bold provocations, and speedy impact in the market. The department is led by PayPal’s Chief Design Officer and works intimately with Engineering, Product Management, Brand Design, and Marketing teams. Job Description: Role Overview The Lead Product Designer serves as our Craft Master. They are in the weeds of all design work and deliver outputs to a level of perfection and extreme craft - both in terms of interaction and visual/UI. For this role, the Lead Product Designer will focus on the Shopping experiences within the PayPal App. This can include features focused on Rewards, Loyalty, Offers, and Personalized Commerce. As a Lead Product Designer, you will have the opportunity to drive the strategy and design outputs of your product area of focus. As a Lead your team composition can vary. Sometimes you might be the Lead and primary designer on a work track and sometimes you might be part of a bigger design team including designers to support you as well as leadership to direct you. In this role, the designer must be comfortable playing a variety of roles with an ability to exhibit skills that are deep in craft as well as project leadership and strategy. You should have a remarkable ability to present your work both in presentation and prototype form with very strong visual and art direction skills that influence every part of the work you present and deliver. Standard Requirements <ul> <li>You are kind, generous, nurturing, supportive, and can see beyond your own ideas or instincts.</li> <li>You love to study and design for consumer behaviors with a specific interest in consumerism, retail, and evolving cultural norms. </li> <li>You believe in the power of brand, a well-articulated point of view, and the necessity of driving measurable business outcomes.</li> <li>A deep love and bias for designing products that blend interaction design with brand visual, and content design. All designers are expected to be as sensitive to visuals as they are to system and interaction details. </li> </ul> Role Requirements <ul> <li>Magic powers sit within the realm of blending experience strategy, brand thinking and consumer obsessed product design.</li> <li>Possess exceptional fundamental craft within UX flows, site mapping, feature definition, product states, architecture, and user interface design.</li> <li>Experience with planning, designing, facilitation and synthesis of cross functional design workshops.</li> <li>Strong ability to run project plans including kick off briefs, project planning decks, and key stakeholder creative reviews leading to a market launch.</li> <li>Proven ability to broaden a creative brief and introduce unexpected visionary concepts that evolve the orthodoxy and convention of a product experience, on behalf of the user’s behaviors.</li> <li>Construct insight and research learning plans including stimulus and prototypes for uncovering unmet or latent user needs</li> <li>Strong awareness of interaction design, art direction and culture trends - both inside and outside industry with a keen eye on the retail and commerce landscapes. </li> <li>Think in system and scale terms - ensuring our broader product design system is well preserved while also helping to advance formality of new patterns, components, or applications of brand identity. </li> <li>Ability to create experiential design audits and journey maps for end to end experiences</li> <li>You are a designer who understands that comprehension of thinking requires well constructed packaging of materials - namely into compelling decks that look great, tell provocative stories, and inspire possibility through the design concepts. </li> <li>You come with 10+ years experience in consumer facing, digital product design work with a portfolio of world class visual/UI and brand defining projects. </li> </ul> Designer Growth Our team places great focus on our culture. This includes, our ways of working, our rituals around feedback, our tact for delivering nurturing critique, and our attention to each and every designer’s aspiration as they ascend towards their next defined career levels. You will have opportunities to stretch into areas beyond your core pods and will experience hands on mentorship to ensure you’re expose PayPal is committed to fair and equitable compensation practices. Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a>. The U.S. national annual pay range for this role is PayPal is committed to fair and equitable compensation practices. Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a>. The U.S. national annual pay range for this role is $107300 to $259600 For the majority of employees, PayPal's balanced hybrid work model offers 3 days in the office for effective in-person collaboration and 2 days at your choice of either the PayPal office or your home workspace, ensuring that you equally have the benefits and conveniences of both locations. Our Benefits: At PayPal, we’re committed to building an equitable and inclusive global economy. And we can’t do this without our most important asset—you. That’s why we offer benefits to help you thrive in every stage of life. We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you. We have great benefits including a flexible work environment, employee shares options, health and life insurance and more. To learn more about our benefits please visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a> Who We Are: To learn more about our culture and community visit <a href="https://about.pypl.com/who-we-are/default.aspx" target="_blank">https://about.pypl.com/who-we-are/default.aspx</a> Commitment to Diversity and Inclusion PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at <a href="mailto:paypalglobaltalentacquisition@paypal.com" target="_blank">paypalglobaltalentacquisition@paypal.com</a>. Belonging at PayPal: Our employees are central to advancing our mission, and we strive to create an environment where everyone can do their best work with a sense of purpose and belonging. Belonging at PayPal means creating a workplace with a sense of acceptance and security where all employees feel included and valued. We are proud to have a diverse workforce reflective of the merchants, consumers, and communities that we serve, and we continue to take tangible actions to cultivate inclusivity and belonging at PayPal. Any general requests for consideration of your skills, please Join our Talent Community. We know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates. Please don’t hesitate to apply. Notice to Applicants and Employees who reside within New York city. Click <a href="https://careers.pypl.com/Contact-Us/default.aspx" target="_blank">https://careers.pypl.com/Contact-Us/default.aspx</a> to view the notice. REQ ID R0121324

PayPal

Lead Product Designer, Post Purchase

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 Summary This individual contributor position reports to the Lead Director, Medicare Member Materials. This is an exciting opportunity to join our team! You will be responsible for directly creating and influencing our Medicare materials, specifically the Mid-Year Enrollee Notification of Available Supplemental Benefits, sent to all beneficiaries outlining usage of supplemental benefits during the plan year.This role involves logic-based programming similar to advanced Excel formulas, not back-end software development.What You Will DoWhether it’s developing strategic logic-based configurations or troubleshooting issues in document logic, your role will be a very important one to ensuring our documents are created accurately. Day to day responsibilities include:<ul> <li>Responsible for configuration logic and rules for Medicare Advantage health plan documents using our proprietary front-end document authoring tools</li> <li>Participating in peer review and auditing to support accuracy</li> <li>Identifying coding issues and debugging</li> <li>Troubleshooting application errors</li> <li>Identifying gaps in processes or organization, and challenge self and others to develop and implement solutions</li> <li>Supporting a sense of urgency regarding managing tasks and timelines</li> <li>Promoting synergy through inter-departmental partnerships</li> <li>Managing projects and tasks in an independent manner</li> <li>Influencing all stake holders to support key projects/programs to ensure positive outcomes that deliver on results</li> <li>Collaborating and partnering with other functional/business areas to ensure all workflow processes and interdependencies are identified and addressed</li> <li>Acting as an advocate for change requiring influencing others to see the value in project</li> </ul> Required Qualifications<ul> <li>3+ years of Medicare member materials experience at a regional or national health plan</li> <li>3+ years of experience supporting health care applications</li> <li>Ability to use logical thinking to design efficient front-end rules and logic (similar to conditional formulas or scripting) to achieve desired outcomes</li> <li>Ability to troubleshoot document logic or rule-based configuration errors as well as application errors</li> <li>Ability to meet strict deadlines</li> <li>Excellent communication and interpersonal skills</li> <li>Strong attention to detail</li> <li>Drives change to improve performance results, organization effectiveness and/or systems/quality/services (e.g., policies, processes or systems)</li> </ul> Preferred Qualifications<ul> <li>Prior experience in working with translation vendors to support creating multi-lingual materials</li> <li>Demonstrated success working to build new technologies and software to support member materials compliance</li> <li>Knowledge of Medicare Advantage rules, including the Medicare Managed Care Manual and Medicare Marketing Guidelines</li> <li>Familiarity with markup or logic-based languages (e.g., HTML, XML, or conditional scripting)</li> <li>Master’s degree</li> </ul> EducationBachelor's degree or equivalent experiencePay RangeThe typical pay range for this role is:$67,900.00 - $149,328.00 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: 06/15/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Sr. Manager, Medicare Member Materials Configuration

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! Responsibilities <ul> <li>Support the origination and execution of investment banking transaction mandates for large-cap and middle-market private equity clients operating in various sectors including cross-border transactions and capital markets processes, including debt and equity offerings.</li> <li>Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.</li> <li>Lead due diligence processes for investment banking transactions including buy and sell-side M&amp;A, inclusive of cross-boarder transactions, as well as capital markets processes, including and equity offerings.</li> <li>Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis.</li> <li>Oversee analysts and associates on client coverage, origination and transaction execution teams.</li> <li>Draft and negotiate engagement letters, confidentiality agreements and other documents related to investment banking transactions.</li> <li>Attend and oversee client meetings with prospective buyers in sell-side M&amp;A processes, including management presentations and due diligence.</li> <li>Support internal transaction and capital commitment committee processes such as Fairness Committee, Equity Commitment Committee and Leveraged Finance Committee.</li> <li>Build client relationships as lead coverage investment banker of key private equity clients and portfolio companies.</li> <li>Global bank/bulge bracket investment banking transactions.</li> <li>Execute investment banking transactions and processes in a global firm environment, including both M&amp;A and capital markets products.</li> <li>Prepare financial analysis, include detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis.</li> <li>Conduct due diligence in connection with investment banking transactions.</li> <li>Prepare materials for clients and participating in client meetings during the course of investment banking deal origination and execution.</li> <li>Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.</li> </ul> Required Skills &amp; Experience <ul> <li>Master's degree or equivalent in Finance, Economics, Business Administration or related: and</li> <li>3 years of experience in the job offered or a related Finance occupation.</li> <li>Must have 3 years of experience in the job offered or a related finance occupation. Must include 3 years of experience in each of the following:</li> <li>Global bank/bulge bracket investment banking transactions;</li> <li>Executing investment banking transactions and processes in a global firm environment, including both M&amp;A and capital markets products;</li> <li>Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis;</li> <li>Conducting due diligence in connection with investment banking transactions;</li> <li>Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,</li> <li>Leading teams of junior investment bankers to execute transactions, preparing client materials, and managing transaction processes.</li> <li>In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.</li> <li>30% domestic/international travel required, as necessary.</li> </ul> If interested apply online at <a href="http://www.bankofamerica.com/careers" target="_blank">www.bankofamerica.com/careers</a> or email your resume to <a href="#">bofajobs@bofa.com</a> and reference the job title of the role and requisition number. EMPLOYER: BofA Securities, Inc. Shift:1st shift (United States of America) Hours Per Week: 40

Vice President; Investment Banker

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. 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 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. *Bi-Lingual Mandarin Required Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Central Long Island Market ( Bi-Lingual Mandarin Required)

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. 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>Originates loans from multiple internal and external referral sources</li> <li>Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers</li> <li>Achieves production goals as defined by the business</li> <li>Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities</li> <li>Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements</li> <li>Conducts monthly Home Buyer Workshops and Business Development meetings</li> </ul> Skills: <ul> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Loan StructuringAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. 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: </li> <li>Originates loans from multiple internal and external referral sources</li> <li>Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers</li> <li>Achieves production goals as defined by the business</li> <li>Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities</li> <li>Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements</li> <li>Conducts monthly Home Buyer Workshops and Business Development meetings</li> <li> Required Qualifications: </li> <li>2+ years of experience in loan originations and/or home buyer education</li> <li>Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs</li> <li>Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending</li> <li>Ability to organize and deliver Home Buyer Workshop presentations</li> <li>Knowledge of community housing counseling agencies</li> <li>Knowledge of community grant / downpayment programs</li> <li>Strong written and verbal communications skills</li> <li>Self-motivated and highly organized</li> <li>Ability to prioritize multiple competing tasks​</li> <li> Desired Qualifications: </li> <li>Experience in first mortgage and HELOC</li> <li>Familiar with FHA and HUD guidelines</li> <li>Knowledge of local competition product offerings and real estate market dynamics</li> <li>Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information</li> <li>Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li> <li>Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences</li> <li>Ability to analyze and comprehend complex financial data and provide appropriate financial solutions</li> <li>Professional and effective interpersonal skills</li> <li> Skills: </li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Loan Structuring</li> <li>Oral Communications</li> <li>Referral Management</li> <li>Credit Documentation Requirements</li> <li>Learning Delivery</li> <li>Presentation Skills</li> <li>Prospecting</li> <li>Written Communications</li> <li>Active Listening</li> <li>Business Development</li> <li>Credit and Risk Assessment</li> <li>Data Collection and Entry</li> <li>Pipeline Management</li> <li> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent </li> <li>Oral Communications</li> <li>Referral Management</li> <li>Credit Documentation Requirements</li> <li>Learning Delivery</li> <li>Presentation Skills</li> <li>Prospecting</li> <li>Written Communications</li> <li>Active Listening</li> <li>Business Development</li> <li>Credit and Risk Assessment</li> <li>Data Collection and Entry</li> <li>Pipeline Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Community Lending Officer - Fulton St.

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: Seeking an experienced product manager for a suite of check disbursement, reconcilement, and fraud prevention products that generate significant annual revenue for the bank. Must be a highly motivated self-starter who can manage P&amp;L, serve a subject matter expert, and manage multiple risk routines for a mature but critical product set. This role will also: • Evaluate, write requirements, develop and implement new products and feature functionality driven by VOC/VOA/competitive landscape, or operational efficiency for check business and P2E opportunities. • Work closely with business partners – including Operations, Technology, Digital Channels and Sales – to evaluate, monitor and close check operational issues • Work with Sales, Operations, Servicing and Fulfillment to manage existing client impacts and challenges to ensure high quality servicing and retention of clients. • Be responsible for contributing to the strategy to help drive P2E (paper to electronic) initiatives across US Payments. Required skills: • Minimum 5 years of banking experience in payments, with a strong preference for product management experience in check disbursement and check fraud prevention • Financial / P&amp;L management • Subject matter expertise is check disbursement and check fraud prevention • Experience working with treasury sales and treasury clients on issues and initiatives • Ability to manage various risk routines including risk reporting, risk assessment, and special projects designed to address risk issues • Proven ability to develop and manage relationships with the full range of key business partners • Strong organizational skills • Demonstrated initiative, follow-through and the ability to work with limited supervision • Attention to detail and strong analytical skills • Strong presentation and communication skills • Maintenance of client-facing and internal product literature related to check disbursement and fraud prevention, communicate product changes Desired skills: • Understanding of laws, rules, and regulations related to checks • Ability to quickly learn core capabilities including end-to-end operational and technology workflows and processes • Knowledge of treasury management products and services, and key trends within the electronic payment space • Experience analyzing and reporting business financials • Strong in Microsoft Office suite skills, particularly with Excel and PowerPoint Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Product Manager II

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Responsible for taking a leadership role in driving consistent execution of fiduciary management policies, procedures and practices across fiduciary book of accounts. Plans and organizes resources to ensure account-specific and systemic issues are identified and addressed consistently and in a timely manner. Maintains close relationships with business partner executives to assist senior leaders to balance business strategy with fiduciary management responsibilities and to ensure significant issues and trends are effectively communicated and acted upon. Desired Quantifications: <ul> <li>Requires a thorough knowledge of the business line's functional structure and products/services set. Working knowledge of fiduciary principles and their application to internal policies and procedures.</li> <li>Bachelor's Degree, J.D. Preferred</li> <li>Minimum 3-5 years trust/fiduciary background</li> <li>Strong verbal &amp; written presentation skills, including all Microsoft Office software</li> <li>Ability to interface with all levels of the business</li> <li>Proven ability to meet organizational objectives</li> <li>Ability to leverage resources across the organization, driving collaboration and cooperation in order to achieve results</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Advisory</li> <li>Collaboration</li> <li>Corporate Governance Management</li> <li>Critical Thinking</li> <li>Risk Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Learning Delivery</li> <li>Research</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Senior Fiduciary Officer

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! Candidate will be a part of the Global Markets Data Management (GMDM) team within the GM Platform group. Data Domain Management: The Global Markets Data Management team is responsible for establishing and executing data management strategy and data governance for Global Markets. The team works closely with other groups within Global Markets, other lines of business and Enterprise functions. The team drives strategic initiatives and projects in the areas of data management and governance. Members of the Data Domain Management team within GMDM are engaged in governance of the business data domains managed by the Global Markets LOB. The ideal candidate will have expert knowledge of Global Markets products, data structures, and processes, experience in running data management projects, and understanding the Bank of America policies, standards and procedures. Role Responsibilities: <ul> <li>Lead strategic development of data structures and data control frameworks within Global Markets LOB</li> <li>Manage data governance aspect of existing and new data sourcing projects, interface with tech, quantitative, and business groups representing providers and consumers of the Global Markets data.</li> <li>Enhance data governance of the business data domains managed by the Global Markets LOB.</li> <li>Conduct research of issues related to data quality, definitions, transformations, and applications for specific use cases.</li> </ul> Required Skills: <ul> <li>Bachelor's degree or equivalent work experience</li> <li>Strong knowledge of financial markets and traded products</li> <li>In depth knowledge of one or more areas within Global Markets or related functions</li> <li>Experience in managing discussions with multiple stakeholders</li> <li>Strong analytical, critical thinking and problem solving skills</li> <li>Ability to facilitate discussions across various levels of stakeholders</li> <li>Project management skills, ability to multitask and properly prioritize multiple projects</li> <li>Good communication, interpersonal and organizational skills</li> <li>Ability to work with large datasets using advanced Excel or SQL</li> </ul> Desired Skills: <ul><li>Knowledge of the various functions within Global Markets trading organization and other functions interacting with Global Markets, such as Operations, Risk, Finance</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

313 Jobs in Hicksville, NY, USA