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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: 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 *Bilingual Korean preferred 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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and loan Originators. Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Senior Banker- Glendale Burbank area

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: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. 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; and FINRA. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, as well as Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. This role is located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions.</li> <li>Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars.</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses.</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Self-starter who efficiently manages time and capacity.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively, confidently, and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation.</li> <li>Experience balancing investment management, sales activities, and new client development.</li> <li>Strong computer skills and the ability to multitask in a demanding environment.</li> <li>Bachelor's degree is a plus, preferably in business-related field.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus.</li> <li>Obtained insurance licenses is preferred. ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - San Diego 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 specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: <ul> <li>Recommends financial advice and guidance that align with client financial goals and needs</li> <li>Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li> <li>Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li> <li>Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li> <li>Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li> <li> Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li> </ul> Required Qualifications: <ul> <li>Bilingual Mandarin required</li> <li>Has demonstrated experience and proven success with business-to-business sales, or small business banking.</li> <li>Has strong communication skills with the ability to effectively influence clients.</li> <li>Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.</li> <li>Has a proven sales track record.</li> <li>Is able to build productive partnerships and working relationships.</li> <li>Is experienced with outbound phone sales.</li> </ul> Desired Qualifications: ​ <ul> <li>Experience with financial information, spreadsheets and financial skills.</li> <li>Experience with in-person customer service and sales.</li> <li>Experience working with small business clients.</li> <li>Experience meeting or exceeding goals.</li> <li>A working knowledge of small business products and services.</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Referral Identification</li> <li>Risk Management</li> <li>Client Experience Branding</li> <li>Credit Documentation Requirements</li> <li>Credit and Risk Assessment</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Issue Management</li> <li>Prospecting</li> <li>Relationship Building</li> </ul> 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Business Solutions Advisor - Walnut Financial Center - Bilingual Mandarin Required

Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 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 this is a sourcing requisition there might not be an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments- Southern Inland Empire

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Leverages extensive financial data to identify possible solutions to meet client needs and goals</li> <li>Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps</li> <li>Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis</li> <li>Engages with specialists and partners to address client needs and deliver solutions</li> </ul> Skills: <ul> <li>Business Development</li> <li>Client Investments Management</li> <li>Portfolio Analysis</li> <li>Portfolio Management</li> <li>Wealth Planning</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Data Visualization</li> <li>Risk Modeling</li> <li>Trading and Investment Analysis</li> <li>Investment Management</li> <li>Referral Identification</li> </ul> Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must maintain 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>CFP® or CPWA® designation and/or obtain/maintain at least one firm approved designation</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>Possess and demonstrate strong communication skills</li> <li>Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients</li> <li>Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk</li> <li>Ability to make sound decisions by having a deep understanding of financial planning 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> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Wealth Planner

Financial Solutions Advisor - Consumer Investments- Central Inland Empire

Merrill Financial Solutions Advisor - West Los Angeles Market

Job Description: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. The Transformative Healthcare Group Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Profit Healthcare companies. This is a TSO hire to support the consistent strong growth we have seen in For Profit space, driven by organic client growth and market share gains. The TSO will partner with Relationship Managers, GTS Product Sales Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives. Job Responsibilities: <ul> <li>Builds and expands a strong network of senior client contacts at Healthcare companies</li> <li>Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery</li> <li>Leads pricing and negotiation discussions with the client for treasury products to optimize relationship profitability for the portfolio</li> <li>Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs</li> <li>Maintains a strong client focus, treasury industry expertise, client sub-sector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services</li> <li>Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions</li> <li>Manages an open line of communication with core team members to ensure all are kept informed of updated client news, treasury product changes, and industry knowledge</li> </ul> Job Requirements: <ul> <li>Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends</li> <li>Proven business development and relationship management skills with a corporate client set</li> <li>Excellent verbal and written communication and presentation skills. Proven negotiation and active listening skills. Strong executive presence</li> <li>Adept at critical and strategic thinking and problem resolution</li> <li>Strong business/financial acumen</li> <li>Successfully maneuvers through the enterprise, engaging partners and escalating as needed. Demonstrates the ability to foster strong partnerships within the core tea</li> <li>Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction</li> <li>Collaborative approach to business in support of close team environment. Able to effectively work as an individual contributor as well as a close team member in a fast paced environment</li> <li>Effectively manages risk while balancing the needs of the client, the team, and the bank</li> <li>Ability to travel 20% of the time in a normal environment</li> <li>B.S. or B.A. in finance, accounting, management, or another undergraduate degree or equivalent work experience</li> </ul> Skills: <ul> <li>Account Management</li> <li>Business Development</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Critical Thinking</li> <li>Portfolio Analysis</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Sales Strategy</li> <li>Coaching</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Prospecting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Healthcare Treasury Sales 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 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: Originates new merchant business either self-sourced or in partnership with the banker and TSO • Deep understanding of a client’s commerce ecosystem and the ability to consult on ways to integrate, cover industry standards and trends and BACs product solutions • Main point of contact for contract negotiations, RFP, pricing • Ability to appropriately drive solutions per relationship across the merchant solutions set - transarmour, equipment, IPP, etc. • Work across a matrixed coverage organization to achieve objectives - working with banker and TSO to uncover opportunities, advise in the best way to target prospects and close new business • Manage the existing portfolio of merchant clients looking for ways to examine the business, drive more volume, deploy more product and responsibly retain and grow revenue • Be first point of call for bankers, TSOs and clients on merchant business, advice, portfolio management • Provide strategic guidance to help clients stay ahead of merchant trends and be committed to delivering the solutions that make commerce easier Required Skills • 2-5 years of Core Acquiring (Credit/Debit) industry experience • 2-5 years of direct sales experience • 2-5 years of sales/portfolio management experience, including C-level sales. • Expert knowledge of POS (integrated/standalone) payment interfaces • Strong analytical and organizational skills • Ability to cultivate and strengthen client relationships with senior business and IT staff member • Ability to technically consult with C-level executives within client environment • Demonstrated experience working with 3rd party VAR’s / Integrators and payment gateways • Understanding of PC payment applications, merchant services industry applications, accounting systems, competition/competitive landscape in the payments industry, enterprise resource planning systems (ERP), data security (PCI), file formatting, and data transmissions Desired Skills 2-5 years experience in the Dealer Finance Vertical Expert Knowledge with Dealer Management Systems ( DMS) Experience working with National/Enterprised Sized clients Skills: <ul> <li>Account Management</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Portfolio Management</li> <li>Relationship Building</li> <li>Client Management</li> <li>Portfolio Analysis</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Executive Presence</li> <li>Influence</li> <li>Pipeline Management</li> </ul> Minimum Education Requirement: Bachelor's Degree or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

Sr. Merchant Specialist

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. 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; and FINRA. Responsibilities: <ul> <li>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to</li> <li>Builds and nurtures strong relationships</li> <li>Collaborates effectively with others to get things done</li> <li>Communicates effectively and confidently and is comfortable engaging all clients</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients</li> <li>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

86 Jobs in Los Angeles, CA, USA