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Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: The Business Development Specialist is responsible for generating new business from both new and existing clients. Builds and maintains a qualified network of prospects by consistently engaging with internal and external centers of influence and referral sources. Proactively generates leads and referrals through centers of influence, intimate events, referral alliances, targeted seminars, strategic networking, sourcing and introductions from current clients and relationships, and through use of company-approved, scrubbed lead lists. Manages client acquisition pipeline to track prospects and leads from inception to on-boarding. Drives cross LOB initiatives to maximize impact with clients and new business opportunities. Serves as an extension of the advisor team(s) for all things related to prospecting across the market to include sourcing and providing proactive leads through daily client acquisition strategies, assisting with execution of advisors business development plans, navigation and accurate communication of prospect channels, understanding of guidance on privacy policies and regulations, and having extensive knowledge of tools used to identify and validate new prospects. 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. This role is an FA Paid Resource. This role specifically provides events and marketing support to the business of the Venture Services Group (VSG). This includes leading and executing on the team’s annual PE CFO Conference, internal/external events, seminars, sponsorships, marketing and social media presence, etc. Venture Services Group is focused on serving the Global Venture Capital (VC) and Private Equity (PE) communities by offering a specialized brokerage platform to meet their unique requirements and complexities. The group’s founding partners helped pioneer monetization techniques (including stock distribution) exclusively for PE clients and helped bring it as a concept to VC. Over three decades later, VSG has grown to a team of more than 50 skilled professionals, providing comprehensive services for Funds, their Limited and General Partners, and their portfolio companies. VSG is based in six U.S. offices (San Francisco, New York, Boston, Phoenix, Miami, and Newport Beach) and is committed to offering their experience at every stage of the Fund’s lifecycle, as well as to their Partners and portfolio companies. Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support</li> <li>SAFE Act Registration; ADV-2B Required</li> <li>Maintain at least one firm approved designation</li> <li>Possess and demonstrate strong communication skills</li> <li>Understanding of how to deliver a strong overall client experience</li> <li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Ability to identify opportunities for business growth, develop strategic initiatives and drive to achieve desired results / track success</li> <li>Strong partnership and relationship management skills with ability to analyze and prioritize leads / referrals that maximize team business development strategy</li> <li>Ability to make sound decisions by having a deep understanding of acquisition best practices and policies/procedures</li> <li>Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way</li> <li>​Proven ability to manage risk and make sound decisions​</li> </ul> Skills: <ul> <li>Event planning and/or marketing knowledge and experience preferred</li> <li>Comfortable handling administrative tasks associated with events and marketing</li> <li>Strong time management, follow-up, and organizational skills</li> <li>Ability to multi-task and prioritize in order to meet deadlines</li> <li>Attention to detail</li> <li>Positive and professional attitude</li> <li>Ability to work both independently as well as collaboratively</li> <li>Team player mentality</li> <li>Strong sense of ownership/responsibility</li> <li>Digital Marketing</li> <li>Digital Marketing</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Client Solutions Advisory</li> <li>Referral Identification</li> <li>Sales Strategy</li> </ul> **The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Business Development Specialist (FP)

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Required Qualifications: <ul> <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

Advisor Development Program - Financial Solutions Advisor Trainee: Meredith Financial Center Des Moines, IA

<h3>Details </h3><ul> <li> Department: NICU</li> <li> Schedule: Nights</li> <li> Hospital: Ascension St. John Medical Center</li> <li> Location: Tulsa, OK</li> </ul><h3>Benefits </h3>Paid time off (PTO) Various health insurance options &amp; wellness plans Retirement benefits including employer match plans Long-term &amp; short-term disability Employee assistance programs (EAP) Parental leave &amp; adoption assistance Tuition reimbursement Ways to give back to your communityBenefit options and eligibility vary by position. Compensation varies based on factors including, but not limited to, experience, skills, education, performance and salary range at the time of the offer.<h3>Responsibilities </h3>Provide evaluation of and care for patients with respiratory insufficiencies.<ul> <li>Assess patient for appropriate type and frequency of treatment and develop a plan of care based on diagnosis.</li> <li>Implement and monitor patient care plan and equipment.</li> <li>Monitor, record and communicate patient condition.</li> <li>Perform advanced respiratory care modalities.</li> <li>Evaluate respiratory practice, administration of medications, and treatment based on patient outcome.</li> <li>Educate the patient and family about the health condition and provide information about community support groups and other available programs.</li> <li>Respond to emergency resuscitation team code.</li> </ul><h3>Requirements </h3>Licensure/Certification/Registration:<ul> <li>BLS Provider obtained within 1 Month (30 days) of hire date or job transfer date required. American Heart Association or American Red Cross accepted.</li> <li>Respiratory Care Practitioner credentialed from the Oklahoma Board of Medical Licensure and Supervision required. Respiratory Care Practitioner provisional letter will be accepted until license is issued.</li> <li>Respiratory Therapist specializing in Registered credentialed from the National Board for Respiratory Care (NBRC) obtained prior to hire date or job transfer date required.</li> <li>Advanced Life Support preferred. American Heart Association or American Red Cross accepted.</li> <li>Certification specializing in Neonatal Resuscitation credentialed from the American Academy of Pediatrics (AAP) preferred.</li> <li>Pediatric Advanced Life Support preferred. American Heart Association or American Red Cross accepted.</li> </ul>Education:<ul><li>High School diploma equivalency with 2 years of cumulative experience OR Associate's degree/Technical degree OR 4 years of applicable cumulative job specific experience required.</li></ul><h3>Additional Preferences </h3>No NICU experience required. Will train! <h3>Why Join Our Team </h3>Ascension St. John has been serving Northeast Oklahoma with compassionate, personalized care since 1926. Join more than 7,000 associates and find a rewarding healthcare career at one of our 6 hospitals and numerous other sites of care. When you join our care teams, you join a team dedicated to providing spiritually centered, holistic care which sustains and improves the health of the communities we serve.Ascension is a leading non-profit, faith-based national health system made up of over 134,000 associates and 2,600 sites of care, including more than 140 hospitals and 40 senior living communities in 19 states.Our Mission, Vision and Values encompass everything we do at Ascension. Every associate is empowered to give back, volunteer and make a positive impact in their community. Ascension careers are more than jobs; they are opportunities to enhance your life and the lives of the people around you.<h3>Equal Employment Opportunity Employer </h3>Ascension provides Equal Employment Opportunities (EEO) to all associates and applicants for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity or expression, pregnancy, childbirth, and related medical conditions, lactation, breastfeeding, national origin, citizenship, age, disability, genetic information, veteran status, marital status, all as defined by applicable law, and any other legally protected status or characteristic in accordance with applicable federal, state and local laws.For further information, view the <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">EEO Know Your Rights (English)</a> poster or <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRightsSp_10_20.pdf" target="_blank">EEO Know Your Rights (Spanish)</a> poster.As a military friendly organization, Ascension promotes career flexibility and offers many benefits to help support the well-being of our military families, spouses, veterans and reservists. Our associates are empowered to apply their military experience and unique perspective to their civilian career with Ascension.<a href="https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank">Pay Non-Discrimination Notice</a>Please note that Ascension will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Ascension will not solicit money or banking information from applicants.<h3>E-Verify Statement </h3>This employer participates in the Electronic Employment Verification Program. Please click the E-Verify link below for more information. <a href="https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf" target="_blank">E-Verify</a>

Ascension

RRT Registered Respiratory Therapist - NICU

<h3>Details </h3><ul> <li> Department: Telemetry</li> <li> Schedule: Full Time, Night Shift, 36 Hours Per Week</li> <li> Hospital: Ascension St. John Medical Center</li> <li> Location: Tulsa, Ok. </li> </ul><h3>Benefits </h3>Paid time off (PTO) Various health insurance options &amp; wellness plans Retirement benefits including employer match plans Long-term &amp; short-term disability Employee assistance programs (EAP) Parental leave &amp; adoption assistance Tuition reimbursement Ways to give back to your communityBenefit options and eligibility vary by position. Compensation varies based on factors including, but not limited to, experience, skills, education, performance and salary range at the time of the offer.<h3>Responsibilities </h3>Provide care to patients under the direction of a registered nurse or physician, functioning within scope of license.<ul> <li>Contribute to the assessment of patients and assure the well-being of patients.</li> <li>Administer medications and observe patients for adverse reactions to medications or treatments.</li> <li>Perform laboratory tests and therapeutic services.</li> <li>Educate patients/families about disease treatment plan including self care post discharge, holistic health needs, available resources and follow up care.</li> </ul><h3>Requirements </h3>Licensure / Certification / Registration:<ul> <li>BLS Provider obtained within 1 Month (30 days) of hire date or job transfer date required. American Heart Association or American Red Cross accepted.</li> <li>Licensed Practical/Vocational Nurse credentialed from the Oklahoma Board of Nursing required.</li> </ul>Education:<ul><li>High School diploma equivalency or 1 year of applicable cumulative job specific experience required.<ul><li>Note: Required professional licensure/certification can be used in lieu of education or experience, if applicable.</li></ul> </li></ul><h3>Why Join Our Team </h3>Ascension St. John has been serving Northeast Oklahoma with compassionate, personalized care since 1926. Join more than 7,000 associates and find a rewarding healthcare career at one of our 6 hospitals and numerous other sites of care. When you join our care teams, you join a team dedicated to providing spiritually centered, holistic care which sustains and improves the health of the communities we serve.Ascension is a leading non-profit, faith-based national health system made up of over 134,000 associates and 2,600 sites of care, including more than 140 hospitals and 40 senior living communities in 19 states.Our Mission, Vision and Values encompass everything we do at Ascension. Every associate is empowered to give back, volunteer and make a positive impact in their community. Ascension careers are more than jobs; they are opportunities to enhance your life and the lives of the people around you.<h3>Equal Employment Opportunity Employer </h3>Ascension provides Equal Employment Opportunities (EEO) to all associates and applicants for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity or expression, pregnancy, childbirth, and related medical conditions, lactation, breastfeeding, national origin, citizenship, age, disability, genetic information, veteran status, marital status, all as defined by applicable law, and any other legally protected status or characteristic in accordance with applicable federal, state and local laws.For further information, view the <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">EEO Know Your Rights (English)</a> poster or <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRightsSp_10_20.pdf" target="_blank">EEO Know Your Rights (Spanish)</a> poster.As a military friendly organization, Ascension promotes career flexibility and offers many benefits to help support the well-being of our military families, spouses, veterans and reservists. Our associates are empowered to apply their military experience and unique perspective to their civilian career with Ascension.<a href="https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank">Pay Non-Discrimination Notice</a>Please note that Ascension will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Ascension will not solicit money or banking information from applicants.<h3>E-Verify Statement </h3>This employer participates in the Electronic Employment Verification Program. Please click the E-Verify link below for more information. <a href="https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf" target="_blank">E-Verify</a>

LPN/LVN - Licensed Practical Nurse - Telemetry Unit

Acuren

Rope Access Technician - Tulsa, OK

Tulsa Community College

Assistant Professor - Communication

Outlier

AI Training for Sociology

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! Line of business Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Required Skills: <ul> <li> Knowledge of Merrill Systems Knowledge of LMA product </li> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Transcation Management Ops Analyst - BPRO LMA

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 working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Line of Business Job Description: The role covers onboarding and strategic account management for Institutional clients across various Fixed Income and Equity products within Global Markets. This requisite requires someone with Client facing experience, markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and will be facing off with Senior Sales Partners, Managing KYC pipeline, and looking for inefficiencies in the end-to-end onboarding process. To be successful in this role, you will need to provide client relationship management services within Integration for clients across multiple products and asset classes: Responsibilities: <ul> <li>Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, such as settlements, reconciliations, and account maintenance</li> <li>Promotes investment product sales through client meetings and discussions covering investment strategy, account performance, new products, and market developments</li> <li>Deepens and enhances existing relationships with institutional clients during client meetings and interactions</li> <li>Coordinates on internal processes and documents to deliver a quality and on time product to Global Markets clients</li> <li>Onboarding Associate serves as the voice of the client, enables the strategic development of the client service model and technology platforms</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.</li> <li>Ensure BofA is industry leading in onboarding – exceeding expectations, enhancing the on-boarding / integration client experience with BofA, aligning with client strategies, themes and ensuring we deliver against strategic plans for best in class on-boarding</li> <li>Protect existing revenue and to enable new revenue through fund on-boards and mandates won for multi-fund launches</li> </ul> Required Qualifications: <ul> <li>2+ years client on-boarding experience (asset managers, hedge funds, or other client types)</li> <li>Working knowledge of AML / KYC and Regulatory requirements for client on-boarding</li> <li>Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner</li> <li>Excellent communications skills and ability to present to an audience</li> <li>Ability to work under pressure in a team environment</li> <li>Ability to liaise with all levels of the firm and people with different experiences and backgrounds</li> <li>Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Legal Structures and Legal Forms</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Recording/Organizing Information</li> <li>Written Communications</li> <li>Data Collection and Entry</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Sr Relationship Manager II - Global Markets Client Onboarding

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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities • Assists, educates, and trains clients on conducting simple transactions through self-service technologies • Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy • Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping • Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: • Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. • 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 helping new and existing clients based on their needs. • Has strong written and verbal communications skills. • Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). • Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. • Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws). • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • An Associate’s Degree or Bachelor’s Degree in business, finance, or a related field. • Experience working in a financial center where goals were met or exceeded. • Retail and/or sales experience in a salary plus incentive environment. • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. • Experience with financial information, spreadsheets and financial skills. • Knowledge of banking products and services. • Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: • Active Listening • 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

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