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About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Digital Collections Specialists are responsible for responding to borrowers via different digital communication channels with delinquent accounts, collecting past due payments, and providing appropriate payment solutions to cure borrower’s delinquency. This role will also maintain records of contacts and attempted contacts with delinquent account customers as well as records of any payments collected from the customer.<h3>Essential Job Duties &amp; Responsibilities:</h3> <ul> <li>Communicate with delinquent borrowers via different digital communication channels.</li> <li>Find solutions to help bring borrower’s loans to a current status</li> <li>Process payments for borrowers with past due payments</li> <li>Maintain daily, weekly, and monthly collection and metric goals</li> </ul><h3>Required Skills, Knowledge &amp; Abilities:</h3> <ul> <li>1-2 years of direct experience in credit and collections; knowledgeable in sales, negotiation, and persuasion tools </li> <li>Excellent written communication skills </li> <li>Prior experience with financial products preferred </li> <li>Proficiency with Microsoft Office applications </li> <li>Self-motivated and extremely goal-oriented </li> <li>Team Player </li> <li>Professional demeanor </li> <li>Bilingual Spanish/English preferred</li> </ul>Compensation: $16-18/hour DOE plus bonus Additional Information Regarding Job Duties and Job Descriptions: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

GoodLeap LLC

Digital Collections Specialist

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: Responsibilities <ul> <li>New sales wins, revenue growth and retention within a predefined portfolio as a corporate sales consultant across all BofA markets – across treasury, trade and FX</li> <li>Engage key decision makers of the largest and most demanding clients advancing the relationships from 1) access 2) dialogue 3) material relationship 4) pipeline 5) mandate, to 6) strategic advisor</li> <li>Pro-active approach to sales, sending unsolicited proposals, lead client engagement and pitches / presentations</li> <li>Respond to RFPs (request for proposal)</li> <li>Constantly review client names to ensure that the names achieve and maintain hurdle profitability levels or exit the relationship based on the Bank’s business objectives.</li> <li>Identify and implement revenue opportunities for names assigned via cross-sell opportunities through ongoing discussions with clients</li> <li>Work with implementation and services teams to ensure a smooth implementation and high client satisfaction</li> <li> Ensure timely resolution of relationship-sensitive client servicing issues within the organization and act as the senior escalation point in relationship-sensitive key service issues</li> <li>Completion of ad-hoc projects related to names and accounts</li> </ul> Requirements <ul> <li>Relevant cash and trade sales or relationship management experience within a top tier international bank</li> <li>Proven track record in managing complex cash and trade deals for large local corporates and multinationals </li> <li>Excellent written and oral communication skills, both English and Mandarin Chinese</li> <li>Strong presentation skills</li> <li>Strong inter-personal and organizational skills</li> <li>Able to successfully develop and maintain collaborative working relationships</li> <li>Strong financial skills</li> <li>Knowledge of Corporate Treasury functions</li> <li>Strong client engagement skills with an unwavering focus on client satisfaction and growing business</li> <li>A strong team player who understands how to leverage various businesses functions/partners to drive business growth and support the US client management and sales teams</li> <li>Willing to travel cross-regions and within the region.</li> <li>Strong PC skills (Word, Excel, PowerPoint, etc.)</li> </ul> Behavorial Qualifications <ul> <li>Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds</li> <li>Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities </li> <li>Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo </li> <li>Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge</li> <li>Bank of America is an equal opportunities employer.</li> </ul>

Bank of America

Vice President/Director, Treasury Sales Officer (Corporates), Global Payments Solutions, Hong Kong

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 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. Process Overview Core Technology Infrastructure part of the Global Technology &amp; Operations organization consists of more than 6,600 employees worldwide. With a presence in more than 35 countries, CTI designs, builds, and operates end-to-end technology infrastructure solutions and manages critical systems and platforms across the bank. CTI delivers industry-leading infrastructure products and services to the company’s employees, customers, and clients around the world. Job Description We are seeking a talented and experienced senior Key Management system (KMS) Administrator to design, implement, manage, and maintain our organizations Key management infrastructure. The successful candidate will have strong background in Key management, HSMs and cloud security. This role will oversee the entire key lifecycle, ensure secure key storage and collaboration with stakeholders to identify and prioritize key management requirements. Work closely with our engineering, operations, and security teams to design, implement, and maintain highly available and performant KMS solutions.​ Responsibilities <ul> <li>Develop and implement key management strategy aligned with industry standards and best practices.</li> <li>Administer and maintain the KMS platform, ensuring its availability, security, and performance.</li> <li>Ensure compliance with relevance regulatory requirements and industry standards and identify and mitigate the key management-related risks.</li> <li>Mentors other team members and provides technical leadership</li> <li>Collaborate with Engineering and develop or maintain scripts to automate the key management tasks, monitoring etc.</li> <li>Ensure that all the key managements activities are monitored, and the logs are being reviewed periodically</li> <li>Collaborate with other teams such as networks, IT security and compliance, Engineering, and stakeholders to ensure alignment and effective key management. Communicate key management plans, policies, and procedure to stakeholders.</li> <li>Manage the entire key lifecycle and ensure secure key storage, backup, and recovery processes.</li> <li>Stay up to date with industry standards, best practices, and emerging technologies in key management.</li> <li>Supports change implementations, proactively identifies and resolves potential issues resulting from the changes and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications. ensure the changes are properly documented and communicated to stakeholders.</li> <li>Manage the lifecycle of the SSL certificate including installation and renewal. Monitor on the certificate expiration and renewal.</li> <li>Respond to and manage key management related incidents, such as key compromises or certificate expiration or other issues, co-ordinate with stake holders to resolve incidents and minimize impact. Also, document and report on incidents including root cause analysis and lessons learned.</li> <li>Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly</li> <li>Monitor and optimize the performance and scalability of KMS Infrastructure.</li> </ul> Requirements Education: Bachelor’s degree in engineering, computer science Certifications If any - NA Experience Range: 8 to 12 years. Foundational Skills <ul> <li>Primary Skills: Cryptography, Thales HSM, Cipher Trust Manager, Linux, Scripting, Cloud KMS</li> <li>Strong knowledge on cryptography algorithms, protocols, and techniques.</li> <li>Understanding of KMS concepts, architecture, and best practices.</li> <li>Hands on experience working on Linux/Unix and/or Windows server platforms.</li> <li>Strong understanding of cryptographic principles and key management best practices.</li> <li>2+ years hands on experience on Thales HSM or Cipher Trust Manager and their configurations.</li> <li>Proficiency in scripting languages such as python, PowerShell and Bash.</li> <li>Experience with key management systems such as AWS KMS, Azure Key Vault, or Google Cloud KMS.</li> <li>Additionally having knowledge in API calls on Thales HSM or Cipher trust manager.</li> <li>Ability to analyze complex technical problems and identify solutions.</li> <li>Excellent troubleshooting and problem-solving skills.</li> <li>Strong communication and interpersonal skills.</li> <li>Familiarity of Incident and Problem Management systems like Remedy or ServiceNow.</li> <li>Ability to work independently and as part of a team in a fast-paced environment.</li> <li>Knowledge on security standards and regulations. Eg: PCI-DSS, HIPAA</li> </ul> Desired Skills <ul> <li>Experience with Key management systems and HSM (e.g. the product from Thales, Entrust, Vormetric, etc.)</li> <li>Experience with industry monitoring tools like Splunk, etc.</li> <li>Experience in JIRA, confluence.</li> <li>Ability to quickly learn new technologies.</li> <li>Basic knowledge on networking protocols such as TCP/IP, DNS and DHCP.</li> <li>Familiarity with API calls.</li> <li>Prior experience with Operating critical Infrastructure or Application environments</li> <li>Ability to communicate technical concepts to non-technical stakeholders.</li> <li>Familiarity with cloud based key management systems such as AWS KMS, etc.</li> <li>Stakeholder management</li> <li>Certifications on AWS certified security, Red Hat, CISSP.</li> </ul> Work Timings* (IST – 9 hrs shift) 6:30 am - 10:30 pm (weekdays) any 9 Hours: Weekend: Rotational support 16*7 support Shift: Morning or Afternoon Job Location Hyderabad/Chennai

Technology Services Lead - GBS IND

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 providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction. Responsibilities: <ul> <li>Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs</li> <li>Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships</li> <li>Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends</li> <li>Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects</li> <li>Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues</li> <li>Coaches and mentors peers, while utilizing leadership skills</li> <li>Adapts to changes in sales practices and broader market and industry conditions as needed</li> </ul> Skills: <ul> <li>Business Development</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Account Management</li> <li>Financial Analysis</li> <li>Leadership Development</li> <li>Loan Structuring</li> <li>Referral Identification</li> <li>Credit Documentation Requirements</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Regulatory Compliance</li> <li>Risk 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

Senior Relationship Manager Business Banking- Long Island, NY

Job Description: Job Title: Regulatory Transaction Reporting Project Manager Corporate Title: Up to Vice President Location: Chester / Bromley Company Overview: 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! Role Description: The Global Markets Change and Transformation team are looking for a Project Manager to join the team! We are a team of 25, split into two equal sub teams, spread across Chester, London, Dublin and New Jersey. You will be responsible for gathering information, liaising with project teams and implementing transaction reporting regulation changes. Responsibilities: <ul> <li>You will provide business analysis and project management support on regulatory transaction reporting implementation projects</li> <li>You will work with internal stakeholders to document regulatory requirements and analyse data fields</li> <li>You will liaise with technology and the business to document business scenarios and define data acceptance criteria</li> <li>You will engage with testing and quality assurance processes to confirm accuracy of reporting and ensure project development is aligned to requirements</li> </ul> What we are looking for: <ul> <li>You will have knowledge of financial regulatory transaction reporting requirements including MiFID/MiFIR (TR and PTT), EMIR, SFTR, CFTC, SEC reporting</li> <li>You will have experience of working with regulatory projects within Investment Banking (Global Markets) or financial services</li> <li>You will have Project Management and/or Business Analysis experience including analysis techniques and project management methodologies.</li> </ul> Skills that will help (optional): <ul> <li>Knowledge of OTC Derivative products and trade flows would be beneficial</li> <li>Excellent communication, both verbal and written, will be an advantage</li> <li>A proven track record of liaising with technology teams will be a plus</li> <li>Being able to work unsupervised, to tight deadlines would be a plus</li> <li>Experience working with Microsoft Office and JIRA would be an advantage</li> </ul> Benefits of working at Bank of America UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum</li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc</li> <li>Use of a flex fund to use towards benefits</li> <li>Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services</li> <li>Ability to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to access our Arts &amp; Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area</li> </ul> Bank of America Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Regulatory Transaction Reporting Project Manager  

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. 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 - St. Louis Metro 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: Role will require managing a team of Treasury Sales Officers and Treasury Sales Associates based in Singapore, Malaysia, Philippines, Indonesia, and Thailand (noting the Vietnam client base is covered out of Singapore). Coverage focus is Financial Institutions and non-bank financial institutions at a time of tremendous opportunity and change. These clients are innovative, moving quickly in adopting new products, acclimating to extensive technology trends, and our team needs to provide thought leadership, client advice on tailored solutions in this changing landscape. The head of FI Sales SEA is responsible for coordinating and directing treasury management sales activities to include development of new business, expansion of existing business with strong focus on responsible growth. Unlimited client contact within the region with clients headquartered in SEA, and with those headquartered elsewhere globally with a meaningful presence in SEA. Additionally, the individual must be well versed with our Treasury Product Solutions suite to assist in the assessment of new solution sets in conjunction with the economic trends. Role reports into the Head of APAC FI Sales Additional responsibilities include: <ul> <li>Responsible for hiring best in class talent and ensuring we have a motivated and driven sales team. Responsible for development of sales strategy for FI SEA sector to maximize growth within risk parameters and optimize relationship profitability and executing upon it via the front line sales and sales support who deliver integrated treasury solutions to the Global Corporate Banking and GPS client base.</li> <li>Responsibility to closely partner with Product, Region Heads, Markets, Investment Banking, Corporate Bankers and Risk globally.</li> <li>Resource and performance management including hiring, setting team and individual goals, performance management, compensation input and other HR related matters.</li> <li>Influences the team through effective leadership that includes presenting a strategy for the team, coaching, leading through example, role model for teamwork, communication, and collaboration.</li> </ul> Required Skills: <ul> <li>15+ years of experience in serving and selling sophisticated treasury and payment solutions to FIs, Insurers, Asset Managers and other NBFI clients, with a proven track record in developing and maintaining collaborative working relationships </li> <li>Strong business, commercial and origination skills</li> <li>Strong executive presence both internally/externally. In depth knowledge of USD clearing, regulatory matters relating to the sector, Swift, Real Time Payments, blockchain alternatives and the changing landscape of global payments</li> <li>Excellent communication and writing skills</li> </ul> Desired Skills: <ul> <li>Strong risk identification and management skills</li> <li>Ability to navigate rapidly changing competitive and technological landscape</li> <li>Solid strategic thinking to create and advance global treasury solutions with clients</li> <li>Team player and ability to work in fast paced environment</li> </ul>

Managing Director, Head of FI Sales SEA, Global Payments Solutions

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! 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>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </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 Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate- Consumer Investments- Greenbrae 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: Directly reports to the most senior-level executives of the organization. Provides confidential administrative services and handles personal business matters to optimize the executives time for managing corporate business. Plans and organizes work and develops procedures to meet organizational requirements. Manages several different objectives, projects and/or activities at one time. Composes, signs, and releases complex correspondence. Acts as a liaison to external groups to schedule or coordinate events where the executive is a corporate chair, director and/or committee member. High-level client contact and exposure to sensitive information. Ability to exercise considerable discretion and independent judgment. Excellent verbal and written communication both in Japanese and English. Advanced administrative support, analytical skills, and knowledge of a variety of software programs. Skills: <ul> <li>Administrative Services</li> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Planning</li> <li>Prioritization</li> <li>Adaptability</li> <li>Collaboration</li> <li>Event Planning</li> <li>Problem Solving</li> <li>Research</li> <li>Facilities Management</li> <li>Office Administration</li> <li>Oral Communications</li> <li>Recording/Organizing Information</li> <li>Written Communications (Native level Japanese, fluent in English)</li> </ul>

Executive Assistant, Regional Management

Job Description: Job Title: Commodities Quant Corporate Title: Director Location: London Company Overview: 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! Role Summary: We are seeking a talented and driven Quantitative Analyst to join our Commodities Quantitative Strategies and Data Group (QSDG). This mid-to-senior level role focuses on the design, implementation, and maintenance of cutting-edge derivative pricing models and volatility modelling tools used across our global commodities trading business. The ideal candidate will have a strong background in quantitative finance, robust software development skills in both C++ and Python, and prior experience working on derivatives pricing models — ideally within commodities, though experience in FX, equities, or other asset classes with complex volatility dynamics is also relevant. Responsibilities: <ul> <li>Develop, implement, and maintain pricing and risk models for a wide range of commodities derivatives.</li> <li>Contribute to the design and calibration of volatility surfaces and models.</li> <li>Design and build scalable model pricing code and quantitative software platforms that support risk analytics and trading needs.</li> <li>Work closely with traders, structurers, and risk managers to deliver high-performance analytics and model-driven tools.</li> <li>Write high-quality production code in C++ and Python, and contribute to the ongoing modernization of the analytics infrastructure.</li> <li>Write comprehensive model documentation to support internal governance and regulatory requirements.</li> <li>Collaborate with model validation and risk control teams throughout the model approval lifecycle.</li> <li>Support day-to-day analytics needs and participate in the continuous improvement of the platform.</li> </ul> Qualifications: <ul> <li>Advanced degree (MSc/PhD) in a quantitative discipline such as Mathematics, Physics, Computer Science, Financial Engineering, or related quantitative field.</li> <li>Experience in a quantitative analytics or quantitative development role within a financial institution or a relevant industry.</li> <li>Strong experience in pricing and modelling derivatives, preferably in commodities, but FX, equities, or other complex products also considered.</li> <li>Solid knowledge of volatility modelling techniques and derivative pricing theory.</li> <li>Proficiency in C++ and Python for numerical computing and model development.</li> <li>Knowledge of working within a structured software development environment. Use of source code control systems, continuous integration environments, testing, release processes, etc.</li> <li>Excellent problem-solving skills, attention to detail, and strong communication abilities.</li> <li>Experience with model documentation and familiarity with model validation processes is a strong plus.</li> <li>Preferred Skills:</li> </ul> Preferred Skills: <ul> <li>Exposure to commodities markets (including, but not limited to energy, metals, ags, gas, power, index).</li> <li>Familiarity with Monte Carlo methods, PDE solvers, and volatility calibration techniques.</li> </ul>

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