field_remote_option

job_industry

field_job_occupational_field_parents_all

job_organization_name

job_upgrade_is_featured

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 resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions. Responsibilities: <ul> <li>Identifies client needs and recommends solutions when fraud has been identified</li> <li>Records data captured during client interactions accurately</li> <li>Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis</li> <li>Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy</li> <li>Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls</li> </ul> Required Qualifications: <ul> <li>Must be a current Bank of America Year Up intern with a good performance history</li> <li>1+ years of customer/client service experience, including experience handling difficult client situations</li> <li>Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives</li> <li>Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions</li> <li>Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule</li> <li>Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays</li> <li>Communicates effectively and confidently with all clients to make their financial lives better</li> <li>Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections</li> <li>Comfortable receiving ongoing performance feedback and coaching</li> <li>Ability to learn and adapt to new information and technology platforms</li> <li>Minimum of an intermediate level of proficiency with computers and current technology</li> </ul> Desired Qualifications: <ul> <li>1+ years of experience in the banking/financial industry</li> <li>1+ years of experience working in a client service capacity​</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer Service Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Active Listening</li> <li>Adaptability</li> <li>Client Solutions Advisory</li> <li>Data Collection and Entry</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Client Experience Branding</li> <li>Fraud 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

Bank of America

Client Services Representative 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! Bank of America’s Experience Design (XD) team creates world-class end-to-end digital experiences that are intuitive, innovative, engaging and inclusive. We are a multi-disciplinary design organization with expertise across product design, user experience, conversational/AI design, creative direction, ux research and user testing, design program management, production design, content strategy, copywriting, and design technology. The team is constantly defining, iterating, solving problems, and working together to find ways all our digital platforms can empower customers to reach their financial goals by designing and delivering next-level experiences that provide ease, convenience and safety while matching to individual needs and preferences. Bank of America is looking for a Sr. Lead Experience Designer for an interdisciplinary product design team that delivers strategic and tactical solutions in support of the business-critical Consumer and Business Banking portfolio of work. A trusted advisor for Directors, senior leaders and the Experience Design team for highest quality execution across a complex portfolio of projects. Leader for team on vision, quality, execution, professionalism, and delivering on-time and on-budget. The role will shape the vision of experience strategies with deep domain knowledge and continuously craft new frameworks shifting teams from execution to strategy to influence leaders, peers, and stakeholders from across the organization and ensure roadmap projects are delivered with a high bar of adding to a culture of creativity, accountability, discourse, and measurable key results. As a Sr. Lead Experience Designer, you will: <ul> <li>Lead, design, optimize and deliver useful and elegant, best-in-class digital experiences and vision working from a multidisciplinary, holistic perspective from concept to execution and implementation </li> <li>Applying a broad range of product design capabilities across user experience and visual design to craft complete vision, product and experience solutions across domains, programs and lines of business. </li> <li>Trusted advisor to leaders and partners with a diverse set of program stakeholders and cross-functional teams – including product management and engineering – cultivate network required to drive decisions and vision. </li> <li>Serve as a high-level craft and delivery expert on complex work while collaborating with researchers, technologists, designers and delivery managers across the team. </li> <li>Autonomously lead multiple designers to develop and deliver advanced experience design deliverables across the discovery and accountable for delivery design workflow while providing oversight, including information architectures, user flows mapping user journey, wireframes, high fidelity designs, compositions, design specifications, redlines and prototypes. Deliver exemplary solutions while proactively implementing better practices and methods. </li> <li>Drive advanced analysis, clarity, synthesizing, assessing, providing focus and bringing decisive leadership amid ambiguity and guiding to best design approach. Operate at scale by seeking connecting patterns across projects and lines of business. </li> <li>Lead, conceptualize and design digital experiences across web, mobile web, and native apps (iOS and Android), utilizing evaluative testing to refine and enhance the customer journey. </li> <li>Lead, evaluate and benchmark existing product and service experiences, apply design expertise and heuristics and competitive insights and new frameworks to move discussions forward. </li> <li>Organize design critiques, formally mentor other designers, and manage multiple complex programs to drive timely, high-quality outcomes. </li> <li>Work on multiple complex programs or lines of business, managing time and expectations with stakeholders across the organization and XD, staying knowledgeable on project and product details. Drive timely, quality delivery by managing multiple projects and actively providing status updates to XD and partner management. </li> <li>Actively contribute to standards, reflect our design system patterns in work and champion best practices while setting visions on portfolio for innovative digital and technology experiences. </li> <li>Model of excellent visual, communication and storytelling skills. Demonstrate thought leadership by challenging the status-quo, present independently and navigate questions, conceive, pitch, execute creative ideas, patterns and standards. </li> </ul> Required Qualifications: <ul> <li>8+ years of industry design experience operating as an end-to-end multidisciplinary product designer, with strong capabilities across a range of design disciplines </li> <li>An outstanding portfolio that exemplifies excellence in experience design demonstrating end-to-end multidisciplinary product design. </li> <li>A strong track record leading the successful execution of large customer-facing digital experiences, multi-channel consumer-facing applications, responsive web, and websites, including complex, compliant and transactional systems. </li> <li>Expert in user-centered design principles, development of better practices, and rapid ideation processes like Lean UX, Design Sprints, and Agile. </li> <li>Ability to anticipate questions, lead and facilitate discussions and model ability to shift across portfolios and programs. </li> <li>Demonstrated success in influencing and advising executives and cross-functional teams to drive to decisions and resolutions with senior stakeholders and launch complex customer-facing digital products and programs. </li> <li>High level of proficiency in working with and contributing to design systems and adhering to brand guidelines, leveraging quantitative and qualitative data to inform and inspire design. </li> <li>Expert level proficiency with design tools, including Figma, Adobe suite, and Sketch. </li> <li>Exemplifies leadership in envisioning, problem-solving with a strong work ethic, showcasing reliability in issue resolution and time management with a focus on achieving results. </li> <li>Demonstrated ability to lead in collaborative settings, builds and nurtures strong relationships. </li> <li>Continuous learner with strong interest in, and aptitude for learning new design and technology skills </li> <li>Excellent communicator in written and verbal form; strong listening and presentation skills, ability to work well with executives, with proven ability to facilitate and influence. </li> <li>Adapts swiftly and positively to change, embodying curiosity, resilience and flexibility. </li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree in design with corresponding experience. </li> <li>Financial or similar industry experience preferred. </li> <li>Project management experience a plus.</li> </ul> <h3>For internal employees; participation in a work from home posture does not make you ineligible to post</h3> <h3>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.</h3> <h3>The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC</h3> Shift:1st shift (United States of America) Hours Per Week: 40

Sr. Lead Experience Designer - Bank of America Experience Design

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! Settlement Officer II (SO II), Estate Settlement Services (ESS), Private Bank - Accountable for managing and settling the smaller and/or less complicated estates and/or terminating trusts requiring a lesser degree of technical expertise and knowledge. Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within Settlement team. Responsible for coordinating information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Non-licensed associate. Skills: <ul> <li>Account Management</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Risk Management</li> <li>Written Communications</li> <li>Collaboration</li> <li>Decision Making</li> <li>Issue Management</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Management</li> <li>Process Simplification</li> <li>Referral Identification</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not make you eligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Settlement Officer II (SO II), Estate Settlement Services (ESS)

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 phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): • Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications • Focuses daily on service to sales with existing Merrill clients • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals You’re the kind of person that (required skills): • Is client-focused with a passion for excellence and a positive team attitude. • Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment. • Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. • Is an effective communicator with an aptitude for sales and relationship management • Has strong computer skills • Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66. • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication. • Is ambitious, disciplined, hardworking, resilient and willing to learn. You’ll be even more prepared if you have (desired skills): • A bachelor’s degree, or 1-2 years of experience in a performance-based environment. • The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses. • Leadership capabilities. Skills Used in this Role: • Establishing Trust • Customer Service • Overcoming Objections • Consulting • Risk Management • Organization • Critical Thinking • Conflict Resolution • Building Rapport • Active Listening • Customer Focus • Analytical Thinking Additional Skills: •Attention to Detail •Critical Thinking •Customer and Client Focus •Oral Communications •Prioritization •Active Listening •Decision Making •Emotional Intelligence •Result Orientation •Written Communications •Account Management •Adaptability •Client Experience Branding •Coaching •Referral Identification Shift:1st shift (United States of America) Hours Per Week: 40

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

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 leading and mentoring a diverse team of tax associates who provide fiduciary tax compliance and technical tax expertise to meet the needs of our Private Bank clients. Key responsibilities include ensuring all tax responsibilities required of the team’s assigned accounts are timely and accurately fulfilled, achieving client focused service standards while complying with bank standards, policies and federal and state tax laws. Job expectations include remediating escalated fiduciary tax and accounting issues, improving business processes, and managing risk. Responsibilities:• Leads seasonal delivery of accurate and timely tax reporting to our clients and taxing authorities by organizing and effectively communicating tax season tasks to the team and department • Implements new and existing federal and state tax reporting requirements to ensure timely and accurate reporting • Makes decisions and oversees teams prescribed service standards, tax return accuracy, and client focused communications • Drives culture and behaviors to focus on continuous improvement and management of end-to-end processes • Proactively identifies and controls risks, maintaining the culture of strong self-identification and remediation • Leads by example, builds partnerships and connects with others across the organization to achieve results Team Leader Responsibilities: This position may also have responsibilities for team leading associates. At Bank of America, all team leaders at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Opportunity &amp; Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.</li> <li>Manager of Process &amp; Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.</li> <li>Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.</li> <li>People Manager &amp; Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.</li> <li>Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.</li> <li>Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.</li> <li>Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree &amp; MST or MBA preferred.</li> <li>Years of Experience – 10+</li> </ul> Skills: <ul> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Risk Management</li> <li>Business Operations Management</li> <li>Business Process Analysis</li> <li>Client Management</li> <li>Learning Delivery</li> <li>Record Keeping</li> <li>Client Experience Branding</li> <li>Office Administration</li> <li>Process Management</li> <li>Succession Planning</li> <li>Tax Administration</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Fiduciary Tax Team Leader

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

Financial Solutions Advisor - Consumer Investments - Rhode Island Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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. *Bi-Lingual Spanish 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

Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market (Bi-Lingual Spanish 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. 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: <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> Required Qualifications: <ul> <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> </ul> Desired Qualifications: <ul> <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> </ul> Skills: <ul> <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> </ul> 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. 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 - Chinatown

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 Summary: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). Account Takeover (ATO) persists as one of the most prevalent threats within the fraud landscape today. This, coupled with the expansion of our digital capabilities, and the wide array of compromised information available for purchase, has increased the scope and complexity of effectively detecting, mitigating and monitoring ATO risk within the Bank’s ecosystem. The Fraud Prevention and Detection organization relies heavily on our understanding of current fraudster tactics to expand our capabilities, reduce customer friction, and make strategic investment decisions. Data related to customer profiles and online banking login events hold an important key to securing best-in-class fraud performance and exceptional customer experiences. The selected candidate will work closely with the Cross-Functional teams and internal stakeholders to minimize process gaps and deliver on organizational loss goals. Device and Non Monetary Fraud and Innovation Senior Analyst- This job is responsible for performing complex analyses of online logins, device characteristics, and other non-monetary data to minimize fraud loss exposure and negative impacts to the customer experience. Key duties include analytical support on strategy creation and optimization, proposal of policy/procedural changes, and partner engagement within a complex stakeholder matrix. Responsibilities: <ul> <li>Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics</li> <li>Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights</li> <li>Deriving actionable insights from complex data</li> <li>Investigation and root cause analysis of major fraud losses and emerging trends</li> <li>Implementing incremental fraud mitigation controls in partnership with functional stakeholders</li> <li>Developing effective monitoring and oversight for cross-functional processes, inclusive of performance reporting and newly identified opportunities for collaboration across teams</li> <li>Supporting processes related to initiative management, including impact assessments, business case development, and capability roadmap development</li> </ul> Required Qualification: <ul> <li>4+ years of fraud, cyber, or risk analyst experience developing and/or optimizing mitigation strategies or managing large fraud programs/initiatives</li> <li>3+ years of SQL and/or SAS coding ability</li> <li>Excellent communication and presentation skills</li> <li>Ability to identify opportunities for improvement and work autonomously with minimal direction</li> <li>Expertise in building and managing stakeholder relationships and presenting to senior leaders</li> <li>Ability to work in a fast-paced, dynamic environment </li> </ul> Desired Qualifications: <ul> <li>B.A./B.S in Computer Science, Data Science, Statistics or related field</li> <li>Advanced degree in Computer Science, Data Science, Statistics, or related field</li> <li>Fraud or Claims background with focus on Online Banking, Account Takeover, and/or authentication</li> <li>Understanding of statistical methods for developing performance metrics</li> <li>Familiarity with data visualization tools, preferably Tableau</li> <li>Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)</li> <li>Proficiency coding in SAS and/or Python and using Hadoop Impala/Hive</li> <li>Familiarity with code automation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Device and Non Monetary Fraud Lead Analyst

Job TitleSpatial Data ManagerJob Description SummaryThe role of the Spatial Data Manager (SDM) will be responsible for day-to-day functionality of the client’s Space Management tool including data integrity of CAD floor plans, occupant data and reporting (regular or ad hoc) for a client portfolio or set of buildings.Job DescriptionPrinciple Responsibilities• Contribute subject matter expertise in the areas of spatial data management, CAD / CAFM administration, space and occupancy data analytics and space utilization measurement.• Ensure compliance of client space data standards, establish a consistent data governance model.• Provide vital linkage between space management platform and industry best practices; introduce innovation to the account team/client.• Hold expertise in CAD/CAFM and the methodologies and calculations used to generate and analyze allocation deliverables.• Provide support as necessary to peer teams as it relates to space, occupancy and / or utilization data.• Contribute to data governance process - control of input sources and data consistency• Contribute to data confidence - control of data measurement standards and KPI’s• Establish core program standards for global space naming conventions, allocation model application, drawing standards and reporting standards• Establish working relationships and guides the development of roles and responsibilities with partners• Establish governance program/process and data quality assurance reporting for global consistency of portfolio space and occupancy data• Proactively monitor the execution of the client space allocation model and delivery of reporting in accordance with client space allocation process• Serves as SPOC and global system administrator for client space data management system, enforcing user controls and system continuity• Enable all system integration efforts with the CAFM system to further enhance the availability and quality of spatial and occupancy data• Recommend process improvements and performance enhancements in the use of the client space data management system• Provides space data management system training for system users• Responsible for guiding and reviewing recommendations to enhance operational efficiency, service delivery, cost savings, and innovative service advancements for all functional areas• Coach the space team leadership in effective space planning and FF&amp;E solution development, ensuring compliance with established process workflows and consistent service delivery for all project typesRequirements• BA/BS degree or equivalent combination of education, training and experience in Architectural Technology, Space Planning, Space Data Management, Data Analytics or Occupancy Planning• 4 to 8 years experience in a corporate real estate environment• Proficient in MS Office Suite software applications• Proficient with AutoCAD• Experience with CAFM systems preferred• Experience with Serraview preferred• Demonstrates proficiency in architectural and engineering drawings, concepts &amp; design• Excellent customer service and interpersonal relationship skills• Ability to work independently and as part of a team• Able to build strong relationships with internal and external partners to deliver effective services• Strong oral, written and presentation skills• Assumes ownership of requests in order to ensure successful completion• Strong attention to detail and quality with ability to handle concurrent projects with minimal supervision and direction#LI-Remote#Remote Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $81,600.00 - $96,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

107 Jobs in Lincoln, RI, USA