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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Originates new merchant business either self-sourced or in partnership with the banker and TSO • Deep understanding of a client’s commerce ecosystem and the ability to consult on ways to integrate, cover industry standards and trends and BACs product solutions • Main point of contact for contract negotiations, RFP, pricing • Ability to appropriately drive solutions per relationship across the merchant solutions set - transarmour, equipment, IPP, etc. • Work across a matrixed coverage organization to achieve objectives - working with banker and TSO to uncover opportunities, advise in the best way to target prospects and close new business • Manage the existing portfolio of merchant clients looking for ways to examine the business, drive more volume, deploy more product and responsibly retain and grow revenue • Be first point of call for bankers, TSOs and clients on merchant business, advice, portfolio management • Provide strategic guidance to help clients stay ahead of merchant trends and be committed to delivering the solutions that make commerce easier Required Skills • 2-5 years of Core Acquiring (Credit/Debit) industry experience • 2-5 years of direct sales experience • 2-5 years of sales/portfolio management experience, including C-level sales. • Expert knowledge of POS (integrated/standalone) payment interfaces • Strong analytical and organizational skills • Ability to cultivate and strengthen client relationships with senior business and IT staff member • Ability to technically consult with C-level executives within client environment • Demonstrated experience working with 3rd party VAR’s / Integrators and payment gateways • Understanding of PC payment applications, merchant services industry applications, accounting systems, competition/competitive landscape in the payments industry, enterprise resource planning systems (ERP), data security (PCI), file formatting, and data transmissions Desired Skills 2-5 years experience in the Dealer Finance Vertical Expert Knowledge with Dealer Management Systems ( DMS) Experience working with National/Enterprised Sized clients Skills: <ul> <li>Account Management</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Portfolio Management</li> <li>Relationship Building</li> <li>Client Management</li> <li>Portfolio Analysis</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Executive Presence</li> <li>Influence</li> <li>Pipeline Management</li> </ul> Minimum Education Requirement: Bachelor's Degree or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Sr. Merchant Specialist

Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Global Business Services Global Business Services (GBS) delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations. Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation. In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services. Job Description* Global Markets Business Finance &amp; Control (BF&amp;C) seeks to provide a support service with particular focus on the relationship between trading risk positions and P&amp;L components. We are looking to recruit an individual to work in the P&amp;L production area covering the Global Rates Trading desks. The candidate’s main responsibility will be to produce and deliver the daily P&amp;L to front office, providing a high standard of analysis and explanation around any issues faced and daily revenue drivers. The candidate will therefore have considerable interaction with the respective Front Office, Middle Office, and Finance and Trade Capture teams so good communication and time management skills are an essential requirement for this job. Primary products covered will include Fixed Income, Money markets, interest rate derivatives, FX derivatives. Responsibilities* <ul> <li>Perform Production and Reporting of daily P&amp;L and balance sheet to Front Office &amp; Senior Management.</li> <li>Perform Reconciliation of actual P&amp;L with trader estimates and review flash/actual variance analysis.</li> <li>Work closely with the trading desks on position, P&amp;L or other issues on an ad-hoc basis.</li> <li>Review Front-to-Back analysis &amp; reconciliations of front office P&amp;L and Balance Sheet to firm sub-ledgers,</li> <li>Assist with execution of month-end controls ensuring management vs financial P&amp;L variances are within thresholds</li> <li>Analyze traders’ risk positions and understand and apply the Greeks (Delta, Vega Gamma) vs daily market moves.</li> <li>Control books, cost center and Business Units for line of business</li> <li>Liaise with various business partners such as Technology, Market Risk, Credit Risk, Operations and Finance to resolve issues / queries.</li> <li>Develop, standardize &amp; continuous improvement of existing processes &amp; workflow.</li> <li>Monitor Testing/UAT for existing or new systems</li> <li>Remediation of issues in an autonomous yet timely manner considering the principles of control and the need to mitigate operational risk</li> <li>Optimize Operational Excellence – act as innovator and change catalyst to drive process redesign and realize efficiency across the platform</li> <li>Manage and drive risk disciplines and internal controls to deliver the best outcomes for our clients and shareholders</li> <li>Be pro-active and engage control partners/ technology to identify and mitigate operational risks</li> <li>Build a culture and process to identify, mitigate, and control operational risk.</li> </ul> Requirements* Education* Qualified Chartered Accountant/CPA /CFA / MBA from Tier I/II institute with relevant experience in Product Control or Global Markets environment and organization of similar scale with US GAAP, IFRS, IAS reporting framework with an interest and aptitude for derivative products Certifications If Any • CFA / FRM certified candidates would be preferred • Advanced education and/or enhanced technical qualifications are a plus Experience Range* 5 to 7 years with at least 4+ years’ experience in Global Markets Foundational skills* <ul> <li>Should have good understanding of financial markets, Derivatives &amp; structured notes-their hedging, funding, credit risk etc.</li> <li>Line experience coupled with a demonstrated ability to lead technology-based change.</li> <li>Proven experience of providing thought leadership to overcome challenges and lead without direct authority, excellent skills with an ability to manage the group of fast paced team supporting multiple business verticals.</li> <li>Strong verbal and written communication skills, and the personal ability to collaborate, operate, and communicate effectively with a culturally diverse group of peers and colleagues.</li> <li>Has the gravity to interact at all levels of management to support resolution of complex business issues.</li> <li>Demonstrated ability to work in a globally matrixes and significantly multi-geography, multi-cultural offshore service delivery environment.</li> <li>A convincing executive presence which conveys composure and confidence in all situations, the credibility and stature to carry stakeholders through influence rather than via the hierarchy.</li> <li>Individual should have the resilience to handle internal pressures and conflicts in dealing with multiple stakeholders.</li> </ul> Desired skills <ul> <li>Alteryx / Python / Tableau knowledge would be an added advantage.</li> <li>Must be proactive and be a highly motivated self-starter</li> <li>Effective communication skills with English proficiency</li> <li>Demonstrated ability to work in a high pressure environment</li> <li>Takes initiative and challenges existing processes and procedures in a proactive manner</li> <li>Strong team player</li> <li>Ability to analyze issues independently and derive solutions</li> <li>Analytical skills</li> <li>Inherent sense of principles of control through experience and sound judgment</li> <li>Reliability</li> </ul> Work Timings* 12:30 PM IST to 9:30 PM IST Job Location* Gurugram/ Hyderabad

Senior Manager

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 defining and leading the engineering approach for complex features to deliver significant business outcomes. Key responsibilities of the job include delivering complex features and technology, enabling development efficiencies, providing technical thought leadership based on conducting multiple software implementations, and applying both depth and breadth in a number of technical competencies. Additionally, this job is accountable for end-to-end solution design and delivery. Position Summary: <ul> <li>Technology architecture and design of the Claims Technology capabilities.</li> <li>Stability, resiliency, performance, and disaster recovery strategy/plans/testing of the Claims platform</li> <li>Alignment of technology strategy to enterprise data architecture principles</li> <li>Design and development best practices as well as review processes to ensure consistency. Establishing quantitative metrics to demonstrate adherence to best practices</li> <li>Day-to-day oversight, management, and support of Claims platform</li> <li>Reviewing tools &amp; technologies to improve capabilities and performing proof of concepts to evaluate and integrate new tools &amp; technologies.</li> <li>Design and development of the foundational framework components to promote reusability across the platform.</li> <li>Creating and maintaining technology roadmap for Claims platform in partnership with Business Stakeholders.</li> <li>Providing business domain subject matter expertise in Claims.</li> <li>Ensuring application LOB technology strategy adherence with overall regulatory technology strategy via deep domain and technology expertise and ongoing interaction with enterprise architecture.</li> </ul> Responsibilities: <ul> <li>Ensures that the design and engineering approach for complex features are consistent with the larger portfolio solution</li> <li>Define the technology tool stack for the solution and evaluate and adapt new testing tool/framework/practices for team(s)</li> <li>Enables team(s)/applications with Continuous Integration/Continuous Development (CI/CD) capabilities and engages with other technical stakeholders pertaining to efficient functioning of CI-CD pipeline</li> <li>Guides and influences team(s) on design and best practices for high code performance –e.g. pairing, code reviews</li> <li>Provides end-to-end delivery of complex features, including automation, for either a single team or multiple teams, at the program level</li> <li>Conducts research, design prototyping and other exploration activities such as evaluating new toolsets and components for release management, CI/CD, and features</li> <li>Works with stakeholders to establish high-level solution needs and with architects for technical requirements</li> </ul> Required Qualifications: <ul> <li>Possess 12+ years of experience as an architect, development lead in a complex financial industry data environment.</li> <li>Extensive experience working in a complex workflow automation and excellent understanding of Banking.</li> <li>Strong proven experience in workflow / Case Management solutions using Pega.</li> <li>Strong proven experience in handling medium to large size Pega Application development projects by providing solution design &amp; architecture.</li> <li>Owns end to end solution architecture and design for a set of applications within the portfolio</li> <li>Extensive hands-on architecture, design and development experience with large-scale application &amp; technology solutions with multiple stakeholders. Reusable framework design/development experience is a plus.</li> <li>Extensive hands-on architecture, design and development of micro services general patterns and practices.</li> <li>Demonstrate strong leadership, communication, analytical and organizational skills.</li> <li>Ability to effectively manage day-to-day interactions and relationships with a diverse group of colleagues.</li> <li>Put people at ease when necessary and instill a high degree of trust quickly and genuinely.</li> <li>Effectively manage resource allocations to match the budget and keep track of it</li> <li>Effectively lead teams and inspire others to achieve goals through innovation, quality and excellence</li> <li>Contribute to improve process efficiencies/ Agile enablement etc. for the benefit of the organization</li> <li>Manage/track team compositions and maintain balance within Agile teams in regard to resource attrition (Dev)</li> </ul> Desired Qualifications: <ul> <li>A motivated individual who is passionate about technology and has demonstrated track record of high integrity, energy and optimism.</li> <li>An individual with excellent communication skills, both oral and written; a person who is articulate and a good presenter of ideas.</li> <li>Be able to work in a fast paced environment to drive quality goals while meeting aggressive delivery deadlines.</li> <li>Be able to develop, convey and defend a point of view</li> <li>A good listener; a person who seeks input and involves others in his/her communications; a person who values and cultivates relationships.</li> <li>An individual with a demonstrated ability to influence without authority.</li> <li>A professional who is apolitical, business-focused and exercises good judgment.</li> <li>An individual with a demonstrated ability to get things done and make things happen; a person who is resourceful, seizes opportunities and is an innovator</li> <li>A bachelor’s and/or master’s degree in computer science (data science) or related field is highly desirable.</li> </ul> Skills: <ul> <li>Automation</li> <li>Influence</li> <li>Result Orientation</li> <li>Stakeholder Management</li> <li>Technical Strategy Development</li> <li>Application Development</li> <li>Architecture</li> <li>Business Acumen</li> <li>Risk Management</li> <li>Solution Design</li> <li>Agile Practices</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>Solution Delivery Process</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Senior Engineer

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

Relationship Banker - Houston Central area

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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! Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: <ul> <li>Operates as a back up financial center leader within a market</li> <li>Manages client traffic, engaging and appropriately routing clients, and fostering client retention</li> <li>Manages business results through formalized management routines and coaching</li> <li>Creates a world class client experience environment</li> <li>Manages market-level initiative prescribed by market leaders</li> <li>Drives operational excellence</li> </ul> Skills: <ul> <li>Coaching</li> <li>Customer Service Management</li> <li>Customer and Client Focus</li> <li>Performance Management</li> <li>Talent Development</li> <li>Business Operations Management</li> <li>Recruiting</li> <li>Result Orientation</li> <li>Risk Management</li> <li>Sales Performance Management</li> <li>Inclusive Leadership</li> <li>Leadership Development</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Referral 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

Market Financial Center Manager - Austin North Market

Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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 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: <ul> <li>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</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>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.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</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>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> *****Please note this is a sourcing requisition there might not be an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments- Central San Diego

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. 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

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 providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: <ul> <li>Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk</li> <li>Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews</li> <li>Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time</li> <li>Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities</li> <li>Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals</li> <li>Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment</li> <li>Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture</li> </ul> Required Qualifications: <ul> <li>Has proven success in consultative sales in financial services or in business-to-business sales</li> <li>Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers</li> <li>Is passionate about outside sales and enjoys spending time prospecting</li> <li>Wants to enhance existing relationships and exceed sales goals</li> <li>Can analyze financial conditions of clients and industry trends</li> <li>Can understand and interpret financial statements and cash flow analysis</li> <li>Has excellent communication skills and demonstrated leadership ability</li> <li>Enjoys partnering and negotiating with a team of bank employees to solve client issues</li> <li>Demonstrated management of a client portfolio with focus on relationship development and deepening</li> <li>Thorough knowledge of small business financial products and services</li> <li>Familiarity with CRM platforms and other banking systems</li> </ul> Desired Qualifications: <ul> <li>Community leadership</li> <li>Strong computer skills with an ability to multitask in a demanding environment</li> <li>Undergraduate degree in business, finance or economics preferred or seven years relevant work experience</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Credit Documentation Requirements</li> <li>Financial Analysis</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Written Communications</li> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Prospecting</li> <li>Risk Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Banking Relationship Mgr (Small Business) - Vernon Hills, IL

At Apollo GraphQL, we’re transforming the way developers build software with the power of the graph. Our Graph Tooling Team sits at the heart of this mission - owning and advancing the developer-facing tools that help teams onboard quickly, work intuitively, and build with <a href="http://joy.We" target="_blank">joy.</a> <a href="http://joy.We" target="_blank">We</a>’re looking for a Staff Software Engineer with deep front-end expertise to help lead the next chapter of our developer experience journey. This is an opportunity to shape widely used tools like Apollo Studio, Sandbox, and IDE extensions while exploring the future of AI-assisted development workflows. About the Team The Graph Tooling Team owns Apollo’s core developer tooling platform—including the Studio web app, IDE plugins (VS Code, IntelliJ), and Sandbox tools. Our mission is simple: delight developers. We build tools that reduce friction, visualize complex GraphQL workflows, and make it easy for teams to get started and grow with Apollo. <h3>What You'll Do</h3> <ul> <li>Enhance our React component infrastructure for greater performance and scalability</li> <li>Improve UI/UX design for observability and schema workflows</li> <li>Develop new interfaces and features used by thousands of developers</li> <li>Create intuitive UIs for local testing and GraphQL exploration</li> <li>Design and build browser plugins and debuggers for GraphQL troubleshooting</li> <li>Architect a front-end platform-as-a-service used across Apollo’s tools</li> <li>Build a robust testing infrastructure and reusable component libraries</li> <li>Implement design system standards to ensure visual and functional consistency</li> <li>Explore and implement AI-enabled developer workflows through tooling</li> </ul><h3>Who You Are</h3> <ul> <li>Deep expertise in React and modern front-end development</li> <li>Strong background in web application architecture, component design, and performance optimization</li> <li>Solid understanding of UI/UX principles, especially in technical products</li> <li>Experience building and maintaining a robust testing infrastructure</li> <li>Experience in SaaS or developer tooling environments</li> <li>Track record of shipping large-scale front-end products</li> <li>Passionate about clean code, great design, and thoughtful user experiences</li> <li>A strong portfolio of front-end projects or tools</li> </ul><h3>Bonus Points</h3> <ul> <li>Experience with IDE extensions, debugging tools, or platform front-ends</li> <li>Familiarity with GraphQL and developer-centric workflows</li> <li>Exposure to AI/ML-enhanced developer tools</li> </ul>At Apollo, we strive to provide competitive, market-informed compensation whilst ensuring consistency within the team in each country. We make hiring decisions based on your skills, experience, and our overall assessment of what we learned during the hiring process. In addition to the U.S. base salary range, we also provide equity and benefits. Apollo offers all U.S. employees a choice of 3 Anthem Blue Cross medical plans and California residents can also choose from an additional 2 Kaiser medical plans. Dental and Vision benefits are provided by Sun Life Financial. Location: This is a remote position that can be done from anywhere in the United States or Canada. Equal Opportunity: Apollo is proud to be an equal opportunity workplace dedicated to pursuing and hiring a talented and diverse workforce. Privacy: California residents applying for positions at Apollo can see our privacy policy <a href="https://www.apollographql.com/CCPA-Privacy-Notice-for-Employees.pdf" target="_blank">here</a>. E-Verify: Apollo is an E-Verify employer and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. For more information please visit<a href="https://www.e-verify.gov/" target="_blank"> E-Verify.</a>

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