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

Bank of America

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

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

Community Lending Officer - Fulton St.

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Responsibilities: The Private Equity and Real Assets Origination Group strives to develop and maintain a comprehensive Alternative Investments offering set across client demographics and delivery platforms. Initiatives specifically include: •Sourcing managers/funds •Onboarding managers and launching funds, including: •Determining offering and pricing structures •Negotiating terms •Driving initiatives that advance and support a robust AI platform that meets the unique needs of the private bank/institutional clients •Managing existing products &amp; external fund relationships Specific responsibilities for Origination efforts include: • Developing fund marketing collateral and coordinating internal reviews • Determining appropriate funds to offer to Merrill Lynch clients in conjunction with Sales and Due Diligence • Developing an appropriate legal structure and operational process for each product • Negotiating business and operating terms with fund managers • Coordinating launching and oversight of AI Funds for the private bank/institutional investors, including the creation and maintenance of channel-specific materials • Coordinating investment and business due diligence efforts • Ensuring proper internal and external legal review • Creating offering documents, contractual agreements, and business proposals • Analyzing private equity organization and offering documents to determine business, legal, and headline risk • Maintaining comprehensive knowledge of all private equity structures, terms, and industry trends • Running product based analyses and comparisons to determine the competitive landscape Specific responsibilities for the management of existing products and external fund relationship efforts include: • Maintaining fund marketing collateral • Ongoing maintenance of platform offering documents • Ongoing relationship management with fund managers • Coordinating appropriate actions to address issues with existing private equity funds • Drafting formal communications for Merrill Lynch Financial Advisors and clients Qualifications: • 2-5+ years of relative experience • SIE, Series 7, 63/65 or Series 66 or must be willing to obtain within 120 days of start date • Proficiency in Excel and PowerPoint • Knowledge of financial markets • Ability to simultaneously manage and execute multiple projects • Ability to coordinate with other areas of the GWIM organization • Bachelor’s degree (concentrated in Finance or Business preferred) or equivalent work experience • Experience as a Paralegal is a plus Skills: <ul> <li>Analytical Thinking</li> <li>Financial Forecasting and Modeling</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Risk Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Market Analysis</li> <li>Monitoring, Surveillance, and Testing</li> <li>Product Marketing and Branding</li> <li>Business Analytics</li> <li>Data Visualization</li> <li>Networking</li> <li>Product Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Private Equity Product Origination Analyst

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Seeking an experienced product manager for a suite of check disbursement, reconcilement, and fraud prevention products that generate significant annual revenue for the bank. Must be a highly motivated self-starter who can manage P&amp;L, serve a subject matter expert, and manage multiple risk routines for a mature but critical product set. This role will also: • Evaluate, write requirements, develop and implement new products and feature functionality driven by VOC/VOA/competitive landscape, or operational efficiency for check business and P2E opportunities. • Work closely with business partners – including Operations, Technology, Digital Channels and Sales – to evaluate, monitor and close check operational issues • Work with Sales, Operations, Servicing and Fulfillment to manage existing client impacts and challenges to ensure high quality servicing and retention of clients. • Be responsible for contributing to the strategy to help drive P2E (paper to electronic) initiatives across US Payments. Required skills: • Minimum 5 years of banking experience in payments, with a strong preference for product management experience in check disbursement and check fraud prevention • Financial / P&amp;L management • Subject matter expertise is check disbursement and check fraud prevention • Experience working with treasury sales and treasury clients on issues and initiatives • Ability to manage various risk routines including risk reporting, risk assessment, and special projects designed to address risk issues • Proven ability to develop and manage relationships with the full range of key business partners • Strong organizational skills • Demonstrated initiative, follow-through and the ability to work with limited supervision • Attention to detail and strong analytical skills • Strong presentation and communication skills • Maintenance of client-facing and internal product literature related to check disbursement and fraud prevention, communicate product changes Desired skills: • Understanding of laws, rules, and regulations related to checks • Ability to quickly learn core capabilities including end-to-end operational and technology workflows and processes • Knowledge of treasury management products and services, and key trends within the electronic payment space • Experience analyzing and reporting business financials • Strong in Microsoft Office suite skills, particularly with Excel and PowerPoint Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Product Manager II

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

Senior Fiduciary Officer

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Candidate will be a part of the Global Markets Data Management (GMDM) team within the GM Platform group. Data Domain Management: The Global Markets Data Management team is responsible for establishing and executing data management strategy and data governance for Global Markets. The team works closely with other groups within Global Markets, other lines of business and Enterprise functions. The team drives strategic initiatives and projects in the areas of data management and governance. Members of the Data Domain Management team within GMDM are engaged in governance of the business data domains managed by the Global Markets LOB. The ideal candidate will have expert knowledge of Global Markets products, data structures, and processes, experience in running data management projects, and understanding the Bank of America policies, standards and procedures. Role Responsibilities: <ul> <li>Lead strategic development of data structures and data control frameworks within Global Markets LOB</li> <li>Manage data governance aspect of existing and new data sourcing projects, interface with tech, quantitative, and business groups representing providers and consumers of the Global Markets data.</li> <li>Enhance data governance of the business data domains managed by the Global Markets LOB.</li> <li>Conduct research of issues related to data quality, definitions, transformations, and applications for specific use cases.</li> </ul> Required Skills: <ul> <li>Bachelor's degree or equivalent work experience</li> <li>Strong knowledge of financial markets and traded products</li> <li>In depth knowledge of one or more areas within Global Markets or related functions</li> <li>Experience in managing discussions with multiple stakeholders</li> <li>Strong analytical, critical thinking and problem solving skills</li> <li>Ability to facilitate discussions across various levels of stakeholders</li> <li>Project management skills, ability to multitask and properly prioritize multiple projects</li> <li>Good communication, interpersonal and organizational skills</li> <li>Ability to work with large datasets using advanced Excel or SQL</li> </ul> Desired Skills: <ul><li>Knowledge of the various functions within Global Markets trading organization and other functions interacting with Global Markets, such as Operations, Risk, Finance</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Markets Data Domain Management

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! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 &amp; 66 must be obtained within 120 days; Series 7 and Series 66 (63 &amp; 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role. 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 disciplinary action up to and including termination. Required Qualifications: <ul> <li>Demonstrates willingness to complete required industry licensing</li> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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

Relationship Banker - Long Island East Market

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

Financial Solutions Advisor- Consumer Investments- Hayward and Milpitas Area

Salary Range $150,000 - $195,000*Job Description:Who We Are:Saks is a world-renowned luxury ecommerce destination. The company’s unique approach combines a focus on the digital customer experience with a strong connection to a network of extraordinary stores that extends that seamless experience into the real world. On its website and app, Saks offers an unparalleled selection of curated merchandise across fashion for women and men, beauty, jewelry, home décor and more. In addition to the shopping experience, customers come to Saks for inspiring editorial content, access to digital stylists, lifestyle experiences and other world-class services.Role Summary:You will work across Saks Global, a combination of world-class luxury retailers, including Neiman Marcus, Bergdorf Goodman, Saks Fifth Avenue and Saks OFF 5TH. You are a results-driven Director of Energy Management who will lead Saks Global’s enterprise-wide energy strategy across our retail portfolio. You will oversee energy efficiency and cost optimization initiatives in addition to utility forecasting and risk management — ensuring we procure and maintain reliable and sustainable energy solutions to support our business objectives. The role requires strong analytical expertise, a deep knowledge of the US-based energy markets,and a strategic mindset to drive long-term value creation. You possess the ability to lead and influence across multiple organizations and a passion for working in a fast-paced environment.Key Qualifications:<ul> <li>Bachelor’s degree in Energy Management, Business, Engineering, Sustainability, or a related field</li> <li>10+ years of progressive experience in energy management, utilities, sustainability, or related field with at least 5 years as a</li> <li>people leader</li> <li>Proven experience developing and executing enterprise-wide energy strategies</li> <li>Deep understanding of energy markets, utility tariffs, and regulatory frameworks</li> <li>Strong leadership, communication, and cross-functional collaboration skills</li> <li>Experience managing external vendors, contracts, and broker relationships</li> <li>Ability to work in a fast-paced environment and manage multiple projects simultaneously</li> </ul>Preferred Qualifications (nice to haves):<ul> <li>Master’s degree in related field</li> <li>Retail or real estate industry experience</li> <li>Background in finance</li> <li>Knowledge of energy storage, microgrids, and distributed energy resources, HVAC systems, and building automation</li> <li>systems</li> <li>Experience working on and/or leading corporate sustainability teams</li> </ul>Role Description:<ul> <li>Develop and lead Saks Global’s strategic energy management vision, aligning cost, operational targets, and sustainability initiatives across the enterprise</li> <li>Oversee the energy procurement strategy for electricity, natural gas, and other utilities - balancing price, reliability and risk exposure</li> <li>Drive large-scale energy efficiency projects, in partnership with Facilities and Store Operations, setting clear performance targets and ROI expectations</li> <li>Direct utility forecasting and budgeting processes, in partnership with finance leadership, ensuring accurate, data-driven and market-informed projections</li> <li>Establish and lead a comprehensive energy risk strategy to mitigate market volatility and regulatory impact.</li> <li>Identify and assess renewable energy opportunities and technologies that support decarbonization, regulatory requirements and sustainability goals.</li> <li>Oversee vendor relationships and contracts to maximize value, innovation and service delivery</li> <li>Partner closely with Facilities, Store Ops, Real Estate, Legal and Finance to integrate energy strategy into business functions and processes</li> <li>Provide executive-level reporting on key energy program metrics, risks, and strategic opportunities to senior leadership</li> <li>Lead, mentor and develop a high-performing and fast-paced energy management team committed to excellence and continuous improvement</li> </ul>Your Life and Career at Saks:<ul> <li>Exposure to rewarding career advancement opportunities</li> <li>A culture that promotes a healthy, fulfilling work/life balance</li> <li>Benefits package for all eligible full-time employees (including medical, vision and dental).</li> <li>An amazing employee discount</li> </ul>Thank you for your interest in Saks. We look forward to reviewing your application.Saks provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Saks complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.Saks welcomes all applicants for this position. Should you be individually selected to participate in an assessment or selection process, accommodations are available upon request in relation to the materials or processes to be used.It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.Saks.com is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. *The above expected salary range may have some variability based upon factors including, but not limited to, a candidate’s overall experience, qualifications, and geographic location. If you are interested in the role, we encourage you to apply and, if selected to move forward in the interview process, you will have a chance to speak with our recruitment team regarding your specific salary expectations.

309 Jobs in Jericho, NY, USA