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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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: <ul> <li>Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs</li> <li>Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies</li> <li>Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies</li> <li>Source prospective clients and capitalize on referrals</li> <li>Deliver customized solutions and the full resources of Bank of America Merrill</li> <li>Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor</li> </ul> Required Skills: <ul> <li>FINRA Series 7 &amp; 66 (63 &amp; 65 accepted, in lieu of 66) registrations required with 5+ years’ experience</li> <li>Established and portable practice with a minimum of $1MM in production</li> <li>Experience managing client portfolios and driving growth</li> <li>Proven relationship building and business development skills</li> </ul> Desired Skills: <ul> <li>Bachelor’s degree or higher strongly preferred</li> <li>Proven ability to partner and promote lead generation.</li> <li> Experience balancing investment management, sales activities and new client development.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> <li>Possess excellent communication skills, both written and verbal</li> <li>Highly entrepreneurial</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Merrill Experienced Financial Advisor

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 working in a national inbound contact center and providing comprehensive home equity lending guidance and solutions to prospective borrowers. Key responsibilities include taking client calls to uncover their life priorities, financing objectives, and home equity lending needs, and structuring home equity loan solutions by leveraging defined processes and tools. Job expectations include connecting with clients to execute consistent follow-up routines and partnering with key functions to proactively manage priority milestones. 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: • Provides end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities and determining client financing objectives • Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution • Works with clients and business partners throughout the loan process to ensure consistent client communication and follow ups are conducted • Partners with key functions across home lending to proactively manage priority milestones within the loan process • Maintains and applies knowledge of home equity lending policies, procedures and regulatory requirements, changing market conditions, and business trends to prospective and existing bank clients when providing sales and service solutions • Recommends additional bank products based on client’s needs through partner referrals • Demonstrates a commitment to professional ethics, conforms to all Federal and State compliance policies, and adheres to Home Mortgage Disclosure Act (HMDA) requirements Required Qualifications: <ul> <li>1+ year of customer facing and/or customer contact center experience</li> <li>Has a strong relationship-deepening and client care mentality</li> <li>Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively</li> <li>Has an ability to assess client needs and recommend products or services</li> <li>Has an ability to learn all platform systems utilized within the environment and/or aptitude in system technologies</li> <li>Has an ability to work under pressure during high volume periods</li> <li>Has an ability to build and maintain positive rapport with service partners</li> <li>Can prioritize competing tasks</li> <li>Has adaptability and is flexible to change</li> <li>Is a strong communicator, written, oral and non-verbal</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> <li>Communicates professionally, effectively and confidently and is comfortable engaging clients over the phone</li> <li>Has an ability to handle multiple business models to support changing business needs</li> <li>Works effectively with business partners to expedite post-sale issues or problem resolution</li> <li>Has the ability to effectively balance performance, operational risk, and client relationship care</li> <li>Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies</li> </ul> Desired Qualifications: <ul> <li>1+ years of sales experience</li> <li>Thorough knowledge of mortgage products and programs</li> <li>Experience analyzing complex financial and credit data used to advise clients of product/pricing policies and guidelines, as well as gathering any required information or documentation</li> <li>Knowledge of processing, underwriting, and closing procedures, and federal lending regulations governing real estate lending</li> <li>Strong consultative skills including the ability to ask critical questions to identify opportunities We’re a culture that</li> <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> Skills: <ul> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Written Communications</li> <li>Client Management</li> <li>Loan Structuring</li> <li>Pipeline Management</li> <li>Problem Solving</li> <li>Collaboration</li> <li>Credit Documentation Requirements</li> <li>Critical Thinking</li> <li>Referral Identification</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

Home Equity Lending Specialist - Charlotte, NC

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! Global Markets Data Incident Management Team The GMDM Team is responsible for establishing and executing data management strategy and data governance for GM. The team works closely with other groups within GM, other lines of business and Enterprise functions. The team drives strategic initiatives and projects in the areas of data management and governance. The GM Data Incident Management team within GMDM is accountable for remediation of data incidents concerning consumption of GM Data. The team triages, prioritizes and remediates GM data incidents, working closely with other groups within GM and other lines of business, including Technology, support partners (in particular Market Risk and Counterparty Credit Risk) and Enterprise functions at all levels. The ideal candidate will have expert knowledge of GM products, data structures, processes, strong project management skills, and experience in running data management projects, and understanding Bank of America’s policies, standards, and procedures. Role Responsibilities: <ul> <li>Manage data incident triage with key stakeholders.</li> <li>Act as a liaison between technical and non-technical stakeholders, translating complex data concepts into actionable insights.</li> <li>Provide SME knowledge and interface with various technology, quantitative, and business groups, representing providers and consumers of GM’s data.</li> <li>Deliver insights from large datasets, design data solutions, and communicate solutions to stakeholders.</li> <li>Strong ability to conceptualize business requirements as functions and data models.</li> </ul> Required Skills: <ul> <li>Bachelor's degree or equivalent work experience.</li> <li>High intensity and initiative – thrives in a fast-paced, high-stakes environment.</li> <li>Curious and analytical mindset – proactive in exploring new ways to improve and optimize data processes.</li> <li>Strong analytical and relentless problem-solving skills, critical thinking.</li> <li>In depth knowledge of one or more areas within GM or related functions.</li> <li>Knowledge of financial markets, traded products, trade life cycle management and market conventions.</li> <li>Ability to facilitate discussions across various levels of stakeholders.</li> <li>Ability to multitask and properly prioritize multiple projects.</li> <li>Good communication, interpersonal, and organizational skills.</li> <li>Proficiency in Python (Pandas, NumPy) for data processing and automation.</li> <li>Strong SQL skills, with experience in relational databases (PostgreSQL, SQL Server, Oracle) and NoSQL databases.</li> </ul> Desired Skills: <ul> <li>Knowledge of the various functions within GM trading organization and other functions interacting with GM, such as Operations, Market Risk, Counterparty Credit Risk Finance.</li> <li>Knowledge of General Ledger and Chart of Accounts.</li> <li>Knowledge / understanding of trading agreements.</li> <li>Knowledge of big data frameworks (Hadoop, Spark, Kafka).</li> <li>Understanding of API integrations, data lakes, and real-time data streaming architectures.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Markets Data Management- Vice President/Director

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! The Function The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience. The Role The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner. Role Responsibilities <ul> <li>Outreach to clients requesting and collecting KYC documentation</li> <li>Serve as the key point of contact for Clients as well as Sales, Operations, Risk and other internal functions</li> <li>Ensures ownership is clear and works across Lines of Business to close relationship coverage gaps, if any</li> <li>Drives the organization and recording of client contacts in appropriate systems of record</li> <li>Ensure respective KYC client portfolios are covered across business and regions and adhere to internal governance routines within the FLU and those governed by support partners</li> <li>Oversees and resolves the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts</li> <li>Gather client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes</li> <li>Raise process issues and improvements that collectively help our clients</li> <li>Partner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed</li> <li>Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue</li> <li>Drives the Outreach of both periodic refreshes as well as remediation and associated programs</li> <li>Drives the Outreach of jurisdictionally or regionally stringent requirements where needed</li> <li>Ensure timely collection of client required documentation, including follow ups where needed</li> <li>Ensure voice of the client is heard while adhering to policies, laws, rules and regulations</li> <li>Ensure performance metrics are met and any exceptions are resolved within required timeframes</li> <li>Master customer due diligence (CDD) requirements and guide clients as needed to comply</li> <li>Drives the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply</li> <li>Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities</li> <li>Embrace a collaborative and output oriented culture</li> </ul> Required Skills <ul> <li>Bachelor's degree or equivalent experience</li> <li>5+ years experience in a client facing role within the financial services or a related industry</li> <li>Preferred: Certified Anti-Money Laundering Specialist (“CAMS”)</li> <li>Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions</li> <li>Must demonstrate a strong client focus</li> <li>Understands how the client book fits into the overall business growth strategy</li> <li>Can work independently with limited supervision</li> <li>Can manage and maintain key relationships with stakeholders</li> <li>Excellent interpersonal skills for motivation, collaboration and encouragement</li> <li>Professional Demeanor: Demonstrating patience, composure, and positive attitude.</li> <li>Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.</li> <li>Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.</li> <li>Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.</li> <li>Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail</li> <li>Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

GM KYC Client Outreach

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. 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 Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Ft Myers-Naples 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 an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness. Responsibilities: <ul> <li>Develops talent, including proactive sourcing of candidates</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 by engaging employees on business strategy</li> <li>Manages organizational priorities and effective execution</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Diversity &amp; Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.</li> <li>Manager of Process &amp; Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.</li> <li>Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.</li> <li>People Manager &amp; Coach: Knows and develops team members through coaching and feedback.</li> <li>Financial Steward: Manages expenses and demonstrates an owner’s mindset.</li> <li>Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.</li> <li>Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.</li> </ul> Required Qualifications: <ul> <li>1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team</li> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Has the ability to learn and adapt to new information and technology platforms</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations</li> <li>Efficiently manages time and capacity</li> <li>Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment</li> <li>Can interpret performance results, find opportunities to drive success and hold others accountable to results</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>1+ years of management experience including hiring, coaching and developing direct reports</li> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>Experience working in an environment with individual and team goals where goals were routinely met or exceeded</li> <li>Spanish Bilingual skills​ (Spoken and Written)</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

Financial Center Manager - Willow Lawn Financial Center

<h2>Job Details</h2> Job Location Tulsa-Yale - Tulsa, OK Position Type Full Time Education Level 4 Year Degree Travel Percentage Negligible Job Shift Day Job Category Banking <h2>Description</h2> The Senior Advisory Compliance Officer is responsible for performing compliance advisory duties as assigned in support of the Bank’s Compliance Management Program to meet the ongoing objectives of Stride Bank and to ensure all banking rules, regulations, and statutory requirements are met. PRINCIPLE DUTIES AND RESPONSIBILITIES <ol> <li>Maintains effective working knowledge of applicable federal and state laws, regulations, and regulatory guidance. </li> <li>Provides clear guidance to fintech partners and Bank personnel on becoming and remaining compliant.</li> <li>Develops and enhances oversight reporting to help ensure the success of the fintech partner programs</li> <li>Supports the development and implementation of new fintech partner products and services, ensuring compliance considerations are incorporated from the outset and throughout the lifecycle.</li> <li>Scopes compliance partner monitoring activities to align with the Bank’s Compliance Risk Assessment and corporate risk appetite.</li> <li>Assesses changes to business processes, products, and technology to determine impact to the regulatory risk profile and the effectiveness of the control environment.</li> <li>Partners with process/data owners to validate data content.</li> <li>Conducts meetings with business partners throughout the compliance program lifecycle. Responsible for providing clear guidance based on identified risks and effectiveness of the control environment to fintech partners.</li> <li>Provides feedback to help the Bank maintain up-to-date compliance Policies, Program Standards, procedures, guidelines, training documents and other associated forms/documents. </li> <li>Develops recommendations for updates to processes and systems minimizing compliance risk, improve performance and productivity, and ensure that specific areas of the bank comply with all relevant laws, regulations, and standards.</li> <li>Monitors and investigates compliance-related issues, incidents, and complaints involving Bank sponsored partnerships; performs accurate root cause analysis; collaborates with cross-functional stakeholders to address issues efficiently and effectively.</li> <li>Maintains professional and technical knowledge by researching regulatory changes, reading professional publications, attending educational workshops, establishing personal networks, benchmarking state-of-the-art practices, and participating in professional societies. </li> <li>Participates in any third party (OCC, VISA, etc.) audit requests pertaining to compliance.</li> <li>Assesses effectiveness of the implementation and execution of compliance controls.</li> <li>Performs other duties as assigned.</li> </ol> <h2>Qualifications</h2> EDUCATION AND/OR EXPERIENCE <ul> <li>Bachelor’s degree, or equivalent work experience, required.</li> <li>3-5 years’ experience in banking and 1-3 years’ experience in regulatory risk management, required.</li> <li>CRCM certification, preferred.</li> </ul> KNOWLEDGE, SKILLS, AND ABILITIES <ul> <li>Ability to work in a fast paced and rapidly evolving market.</li> <li>Strong analytical and conceptual thinking skills, with the ability to solve problems and make decisions using data.</li> <li>Knowledge of existing and emerging bank regulations.</li> <li>Knowledge of audit processes and compliance with required reporting. </li> <li>Ability to analyze compliance procedures and standards.</li> </ul>

Stride Bank

Senior Compliance Officer, Partner Advisory

Ready to be a Titan? ServiceTitan’s Sales team plays a critical role in showing potential customers the value our software can deliver to their respective business. This is not a one-person feat - it takes an extraordinary team with our Sales Engineering team being a vital component. We are looking to bring on a talented Sales Engineer who can help ServiceTitan acquire new customers by utilizing a harmonic blend of sales skills, technical software expertise, and deep understanding of our customers’ business processes. A successful candidate must be able to distill complex information and concepts into simple to understand and practical business context for the prospect in both an empathetic and articulate manner. You are motivated by complex technical challenges and are determined to solve them while working with cross-functional partners to ensure there is alignment in presenting the best solutions for our customers. What you'll do: ● Partner with the Sales team to lead custom product demonstrations based upon business process and workflow of existing customers ● Analyze and provide objective feedback for Account Executives if customers are compatible with the recommended product and/or features ● Reposition customer objections by providing creative workflow solutions based upon deep knowledge of ServiceTitan’s software and the advantages of our product versus the competition ● Create clear documentation and approach for delivery to the implementation team ● Maintain and update industry specific scripts for the internal team to use during demo’s ● Respond to functional and technical elements of RFIs/RFPs ● Collaborate with cross-functional teams to share consumer insights ● Be the subject matter expert on any product updates and/or releases to address any potential implications for business owners What you'll bring: ● 1-2 years of experience in sales engineering and/or relevant experience in Sales, Product, or Engineering ● Associate degree required ● Proven track record of success within or assisting the Sales organization at previous company ● Natural ability to think and act proactively to address roadblocks and issues ● Strong communication skills to work effectively with a group of people ● A desire to learn and apply these learnings into your day to day" Be Human With Us:Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer:When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:<ul> <li>Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more. </li> <li>Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to Headspace, Galileo, One Medical, Ginger and more. </li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.</li> </ul>At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $97,200 USD - $104,000 USD + commissions. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes equity and a holistic suite of benefits.

ServiceTitan

Solutions Engineer, Corporate

Ready to be a Titan?As a Senior Customer Success Manager, Strategic Accounts, you’ll manage the long term success of ServiceTitan’s largest customers, our strategic accounts (franchise systems and select multi-location enterprise customers). You’ll create partnerships with executive and management contacts in strategic accounts and collaborate on projects and initiatives to drive ongoing success, product adoption, and evangelism with franchise owners, aggregate groups, and end users. The ideal candidate will be able to quickly learn new software, proactively manage executive teams and associated accounts to meet internal and external goals, turn customers into partners, and be comfortable wearing many hats to meet changing customer and project needs.What you'll do: <ul> <li>Develop strong working relationships with corporate contacts in strategic accounts </li> <li>Coach and train on product best practices and workflows to corporate staff, franchise owners, and end users </li> <li>Collaborate with customers and product managers to manage product enhancement requests</li> <li>Act as a subject matter expert on custom product features for strategic accounts</li> <li>Manage initiatives to increase product adoption, customer satisfaction and evangelism</li> <li>Analyze user engagement data and identify actionable insight - KPIs will be reported on regularly </li> <li>Gather intelligence on how customers are using our products and determine what features and services are the most/least valuable to their businesses</li> <li>Build and present business reviews and provide recommendations to reinforce the value of ServiceTitan</li> <li>Act as an escalation point on customer support tickets</li> <li>Update account and contact records for strategic accounts to ensure accurate reporting</li> <li>Identify areas for improvement in the customer experience, both in our product and processes</li> <li>Onboard new customers to ServiceTitan - Customer Success Managers primarily own the long term relationship with customers, but may assist with new customer onboarding as needed</li> </ul>What you’ll need:<ul> <li>5+ years of relevant experience managing multiple accounts and/or projects with a proven track record of success</li> <li>Be a self-starter that thrives in an entrepreneurial, fast-paced environment with the demonstrated capacity to lead, motivate and work well with others</li> <li>Exceptional account management skills &amp; project management skills with strict attention to detail </li> <li>Demonstrated ability in learning new software programs and identifying opportunities to use their full potential</li> <li>A natural ability to think several steps ahead of the client and take proactive steps to address roadblocks, risks and issues</li> <li>Be a problem-solver who has a demonstrated ability to overcome challenges and ambiguity with creative solutions</li> <li>Team player with strong communication and organizational skills, and an ability to “roll with the punches”</li> <li>&lt; 15% travel nationwide (TBD based upon travel restrictions due to COVID-19)</li> </ul>Be Human With Us:Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer: When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:<ul> <li>Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.</li> <li>Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.</li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.</li> </ul>At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $113,100 USD - $151,300 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

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