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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 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 leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&amp;L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries. Responsibilities: <ul> <li>Prepares and analyzes 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>Supports the development of strategic and annual planning and implementation, performing profitability analysis, forecasting, and financial reporting for a product or general ledger account type</li> <li>Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&amp;L) activities</li> <li>Partners closely with the front office, Operations, and Technology to define business finance processes and implement related technology solutions</li> <li>Supports delivering, designing, maintaining, and enhancing Value at Risk Back-Testing (VBT) data and Management Information System (MIS) processes that may impact multiple product control businesses</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> LOB Responsibilities: <ul> <li>Daily P&amp;L production, monthly Valuations functions, business reporting and ledger substantiation</li> <li>Balance sheet analysis and accurate, well controlled financial reporting</li> <li>Continuous focus on challenging and improving controls, processes, applications and data sources</li> <li>Working with Front Office to explain their P&amp;L and Valuations metrics</li> <li>Business partnership as well as control oversight on new products and initiatives by Trading Desks</li> <li>Collaborate across the team/s on projects and initiatives</li> <li>Production and monitoring of Daily and Monthly KPI’s</li> </ul> Required Qualifications: <ul> <li>Minimum 3 years of product control and/or commodities trading experience</li> <li>Ability to review, debate and challenge</li> <li>Ability to supervise, control deliverables and guide other more junior members of the team</li> <li>Lead by example and set high controls standards for the team</li> <li>Confident analytical and communication skills (both written and verbal)</li> <li>Ability to respond appropriately to time-sensitive requests</li> </ul> ​ Desired Qualifications: <ul> <li>Bachelor's degree in accounting or finance</li> <li>Professional certification in related field preferred such as CPA or CFA</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>Data Quality Management</li> <li>Financial Processing</li> <li>Price Verification and Valuation</li> <li>Scenario Planning and Analysis</li> <li>Business Acumen</li> <li>Critical Thinking</li> <li>Influence</li> <li>Prioritization</li> <li>Problem Solving</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Senior Business Financial Control Associate

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! About the Team: The Global Technology Service Management function is a new team charted with designing, implementing, and managing next generation Service Management policies, processes, and solutions. Our mission is to ensure the appropriate controls and capabilities are in place to enable the delivery of stable, resilient, and available technology services to our customers and employees. About the Role: The ServiceNow Knowledge Process Analyst is a key role within the Technology Service Management Office, a group that enforces standardized governance methods across all ITSM processes. This net new role in the organization will manage day-to-day governance, operations and continual improvement for technology request management and technology knowledge management within the scope of those capabilities on the ServiceNow platform. In addition to managing the process day to day, this role will build and manage relationships with teams who execute the process to ensure their adherence and success. Key responsibilities: <ul> <li>Participate in the day-to-day of operation of process controls to ensure consistent and efficient execution</li> <li>Participate in developing, monitor, and report on key process metrics to track performance, identify trends, and drive improvements</li> <li>Identify risks and issues and support mitigation, coordinating with partners as needed</li> <li>Collaborate with cross-functional teams to ensure onboarding of partners into use of the ServiceNow catalog with its request process and into use of ServiceNow knowledge management are trained on requirements and control execution</li> <li>Deliver ongoing training to refresh partner understanding and share improvements</li> <li>Participate in support for evaluations of the process by lines of defense</li> <li>Create and maintain process documentation, including procedures</li> <li>Participate in performance improvement efforts, including identifying opportunities, designing selected improvements, and ensuring comprehensive implementation</li> <li>Perform other duties as assigned </li> </ul> Required Experience: <ul> <li>Minimum of 3 years of experience as a process manager for an IT Service Management process</li> <li>Minimum of 1 years of experience managing controls for an ITSM process</li> <li>Strong understanding of knowledge management and/or technology service request management</li> <li>Understanding of service catalog use, structure, and operation</li> <li>Understanding of ITSM portals</li> <li>ITIL v3 Foundation Certification</li> <li>Experience operating a process on the ServiceNow ITSM platform</li> </ul> Desired Experience: <ul> <li>Strong collaboration and relationship building skills</li> <li>Strong risk, issue and control management skills</li> <li>Superb written communication skills, with a keen eye for detail</li> <li>Proven ability to quickly learn and understand complex subject matter</li> <li>Self-starter with ability to handle multiple assignments simultaneously</li> </ul> Skills: <ul> <li>Controls Management</li> <li>Issue Management</li> <li>Monitoring, Surveillance, and Testing</li> <li>Quality Assurance</li> <li>Risk Management</li> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Problem Solving</li> <li>Written Communications</li> <li>Decision Making</li> <li>Innovative Thinking</li> <li>Prioritization</li> <li>Recording/Organizing Information</li> <li>Research</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

ServiceNow Knowledge Process Analyst

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

Relationship Banker - Houston And Bowery Financial Center *Bilingual 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 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 performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Fraud Prevention and Detection is looking for an energetic and inquisitive experienced data scientist to join our team and help us combat financial crime using graph databases. In this role, you will be expected to work on large and complex data science projects. Collaborating with internal strategy, technology, product, and policy partners to deploy advanced analytical solutions with the goal of reducing fraud losses, lowering false positive impacts, improving client experience, and ensuring the Bank minimizes its total cost of fraud. Responsibilities: <ul> <li>Link Analysis/Graph analytics to find and mitigate densely connected fraud networks.</li> <li>Developing and tuning graph algorithms to maximize detection of fraud.</li> <li>Work with software developers to create/enhance link analysis process for new fraud detection use cases, and assist with the generation, prioritization, and investigation of fraud rings.</li> <li>Coordinate with stakeholders and tech to deliver process end-to-end, be the gate keeper for issue tracking and remediation.</li> <li>Gather business requirements and translate to technical logic for script development, and design, create and monitor daily report/QA metrics for fraud detection process.</li> <li>Document and prepare attestation response for process and fraud strategy with governance team.</li> <li>Identify, track, and recommend opportunities for process improvement.</li> <li>Coach and mentor peers to improve proficiency in a variety of systems and serve as a subject matter expert on multiple business and technical-related topics.</li> <li>Identify business trends based on economic and portfolio conditions and communicate findings to senior management.</li> <li>Support execution of large-scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics-based insights.</li> </ul> Required Qualifications: <ul> <li>A minimum of 4 years of experience in data and analytics is required.</li> <li>Must be proficient with SQL and one of SAS, Python, or Java</li> <li>Critical problem-solving skills including selection of data and deployment of solutions.</li> <li>Proven ability to manage projects, exercise thought leadership and work with limited direction on complex problems to achieve project goals while also leading a broader team.</li> <li>Excellent communication and influencing skills.</li> <li>Thrives in fast-paced and highly dynamic environment.</li> <li>Intellectual curiosity and strong urge to figure out the “whys” of a problem and come up with creative solutions.</li> <li>Model development experience leveraging supervised and unsupervised machine learning (regression, tree-based algorithms, neural networks)</li> <li>Expertise handling and manipulating data across its lifecycle in a variety of formats, sizes, and storage technologies to solve a problem (e.g., structured, semi-structured, unstructured; graph; hadoop; kafka)</li> </ul> Desired Qualifications: <ul> <li>Advanced Quantitative degree (Masters or PhD)</li> <li>7+ years of experience; work in financial services is very helpful, with preference to fraud, credit, cybersecurity, or other heavily quantitative areas.</li> <li>Understanding of advanced machine learning methodologies including neural networks, ensemble learning like XGB, and other techniques</li> <li>Proficient with H2O or similar advanced analytical tools</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Business Analytics</li> <li>Data and Trend Analysis</li> <li>Fraud Management</li> <li>Problem Solving</li> <li>Collaboration</li> <li>Innovative Thinking</li> <li>Monitoring, Surveillance, and Testing</li> <li>Presentation Skills</li> <li>Risk Management</li> <li>Data Visualization</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Written Communications</li> </ul> Minimum Education Requirement: Bachelor’s degree or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

Cons Prod Strategic Analyst IV

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! Description: The Structuring, Origination and UHNW Solutions team (“the Team") is cross-asset structured products unit responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients based across the Americas. Focus on over-the-counter and securitized cross-asset products with embedded vanilla or light-exotic optionality on equity, commodities, currencies, interest rates and hybrid underlying assets. The successful candidate will be a well-rounded individual who possesses strong quantitative, analytical and communication skills. Prior experience with the origination and marketing of the previously mentioned products; including preparing term sheets, ideas/marketing materials and presentations; pricing derivatives and executing transactions is preferred. The candidate will be extremely organized and motivated, and should have a general knowledge of global economies, macro topics and financial markets. Responsibilities: <ul> <li>Professionals on the Team develop research-driven strategic and tactical trading ideas.</li> <li>Interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and engage in the structuring, origination, positioning and execution of OTC derivatives and fully funded transactions across all asset classes.</li> <li>Will help to execute platform development initiatives aimed at improving the origination processes, drive scale of product utilization and improving the advisor experience.</li> </ul> Qualifications: <ul> <li>2-5 years of prior experience working in client coverage, platform development and/or OTC structuring capacity.</li> <li> Direct experience with structured notes, OTC derivatives background with at least partial cross-asset derivatives skills.</li> <li>Understanding of credit policies and collateral supporting derivatives</li> <li>Multi-tasking and ability to work under pressure.</li> <li>Ability to work as a team player in a dynamic, fast-paced and collaborative work environment.</li> <li>FINRA registered representative with Series 7 &amp; 66 required.</li> <li>MS, MBA and/or CFA are desirable but not required.</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Customer and Client Focus</li> <li>Financial Forecasting and Modeling</li> <li>Financial Management</li> <li>Risk Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Market Analysis</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Data Management</li> <li>Project Management</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Product Specialist I (Structuring, Origination & UHNW Solutions)

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Line of Business Job Description: <ul> <li>Provide operational support for the processing of physical certificate deposits for Wealth Management 600+ branch offices</li> <li>This support includes the review of certificates for eligibility, processing of deposits, identification of negotiability documentation requirements, receipt of physical securities and documentation and preparation of deposit to the Depository Trust &amp; Clearing Corporation (DTCC)</li> <li>This role will utilize the Service Request Portal (SRP) for the review of security deposits and the Certificate Automation Product (CAP) for the depositing of securities to client accounts</li> </ul> Required Skills: <ul> <li>Ability to manage multiple, tasks with overlapping deliverable dates</li> <li>Demonstrates initiative and excellent interpersonal skills</li> <li>Proven ability to effectively service/resolve client inquiries</li> <li>Strong oral and written communication skills</li> <li>Ability to work effectively and efficiently as an individual contributor in a team environment</li> <li>Positive and professional attitude in a team oriented fast paced work environment</li> <li>Strong analytical and problem-solving skills</li> <li>SharePoint and document organization</li> <li>Overtime may be required to support business needs</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Transaction Management Ops Analyst

Job Description: This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help you • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li><h2>Aptitude in obtaining required industry licenses.</h2></li> <li><h2>Must be self-disciplined in managing time and capacity.</h2></li> <li><h2>Experience in cultivating client relationships, accessing needs and recommending solutions.</h2></li> <li><h2>Success creating strong peer relationships through effective communication and collaboration.</h2></li> <li><h2>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</h2></li> <li><h2>Executes multiple tasks simultaneously.</h2></li> <li><h2>Learns and adapts to new technology or applications.</h2></li> </ul> Desired Qualifications: <ul><li><h2>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</h2></li></ul> Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday-Friday, some Saturdays required. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - East Windsor Financial Center

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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

Relationship Banker - PA North 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: This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&amp;L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries. Responsibilities: <ul> <li>Prepares and analyzes 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>Supports the development of strategic and annual planning and implementation, performing profitability analysis, forecasting, and financial reporting for a product or general ledger account type</li> <li>Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&amp;L) activities</li> <li>Partners closely with the front office, Operations, and Technology to define business finance processes and implement related technology solutions</li> <li>Supports delivering, designing, maintaining, and enhancing Value at Risk Back-Testing (VBT) data and Management Information System (MIS) processes that may impact multiple product control businesses</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 in a control related environment, preferably within finance</li> <li>Strong financial analytics experience</li> <li>Advanced experience/skills with Excel and complex spreadsheets</li> <li>Strong communication and presentation skills</li> </ul> Desired Qualifications: <ul> <li>Bachelor degree (Accounting/Finance)</li> <li>Minimum of 5 years in product/ valuation controls</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>Data Quality Management</li> <li>Financial Processing</li> <li>Price Verification and Valuation</li> <li>Scenario Planning and Analysis</li> <li>Business Acumen</li> <li>Critical Thinking</li> <li>Influence</li> <li>Prioritization</li> <li>Problem Solving</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

309 Jobs in Hicksville, NY, USA