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CAP Tulsa

Quality Assurance Associate

<h1>Medical Management - Utilization Management RN 145-2037</h1> Tulsa, OK, USA Req #820 Tuesday, May 27, 2025 JOB SUMMARY: Responsible for clinical review of utilization requests and assessment and implementation of potential coordination of care opportunities for overall membership, institutionalized populations, high risk members, and other members identified with at risk or high utilization needs. Functions as an active team member of the Utilization Management Team. KEY RESPONSIBILITIES: <ul> <li>Performs utilization review of outpatient and ancillary services as well as inpatient and post-acute services when indicated.</li> <li>Determines medical necessity and appropriateness of services using clinical review criteria.</li> <li>Accurately documents all review determinations and contacts providers and members according to established timeframes.</li> <li>Appropriately identifies and refers cases that do not meet established clinical criteria to the Medical Director.</li> <li>Appropriately identifies and refers quality issues to Medical Management leadership.</li> <li>Appropriately identifies potential cases for Care Management programs.</li> <li>Collaborates with physicians and other providers to facilitate provision of services throughout the health care continuum.</li> <li>Performs accurate data entry.</li> <li>Communicates appropriate information to other staff members as necessary/required.</li> <li>Participates in continuing education initiatives.</li> <li>Collaborates with other departments as needed.</li> <li>Performs other duties as assigned.</li> </ul> QUALIFICATIONS: <ul> <li>Knowledge of managed care and associated group benefit plans.</li> <li>Possess strong oral and written communication skills.</li> <li>Ability to reason logically and to use good judgment when interpreting materials or situations.</li> <li>Knowledge of community- based resources.</li> <li>Must have excellent organizational skills and be able to perform multiple tasks.</li> <li>Proficient in Microsoft applications.</li> <li>Excellent time management and documentation skills.</li> <li>Successful completion of Health Care Sanctions background check.</li> </ul> EDUCATION/EXPERIENCE: <ul> <li>Graduation from accredited School of Nursing.</li> <li>Current, active, unrestrictive license to practice as a Registered Nurse in the State of Oklahoma.</li> <li>Three years of acute care experience preferred.</li> <li>Two years of experience working with population health preferred.</li> <li>Previous discharge planning or case management experience preferred.</li> <li>Managed care experience a plus.</li> </ul> CommunityCare is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin <h2 id="otherDetailsHeader">Other details</h2> <ul> <li> Job Family Commercial </li> <li> Pay Type Salary </li> </ul> <a href="#"> Apply Now </a>

CommunityCare

Medical Management - Utilization Management RN 145-2037

Ducommun

Facility Maintenance Technician

Why Manhattan? Manhattan Construction Company is a family of builders committed to developing teams who do the right thing for our projects, our clients, and each other. Every year, we celebrate team members who have been with the company for 10, 20, 30, and even 40-plus years. What is it about Manhattan that makes people stick around for decades? We offer large company benefits and professional development opportunities with the care and concern of a family-owned business. At Manhattan, you get: <ul> <li>Competitive pay and benefits.</li> <li>A positive, friendly, and team-oriented workplace with caring leadership.</li> <li>Professional development and leadership programs.</li> <li>To work on exciting projects for your community.</li> <li>Security and stability working for a financially strong company.</li> <li>More opportunities to grow your career through our multiple U.S. office locations and affiliated companies.</li> </ul> Check out the details in our Career Development Booklet on our website: <a href="http://www.manhattanconstructioncareers.com" target="_blank">www.manhattanconstructioncareers.com</a> If Manhattan sounds like the place for you, share your resume with us! POSITION SUMMARY: The Superintendent is responsible for field operations on the project(s) assigned in order to achieve safe, timely and profitable completion of each project. This position must demonstrate strong leadership, organizational and time management skills, as well as strong communication and client service skills. MAJOR DUTIES &amp; RESPONSIBILITIES: <ul> <li>All responsibilities expected of the Assistant Superintendent</li> <li>Implementation of Operation Zero and all Manhattan safety policies</li> <li>Participates and executes roles to help create an Injury-Free Environment through own actions and mentoring of others</li> <li>Direct day-to-day on-site supervision of field labor force</li> <li>Review and approve Trade Contractor Pay Applications and material invoices with the Project Manager</li> <li>Develop and maintain a site logistics plan in coordination with the Project Manager</li> <li>Manage quality program</li> <li>Coordinate site testing and inspection reports</li> <li>Monitor costs, including labor time and material</li> <li>Manage self-perform features of work</li> <li>Manage the CPM schedule and look ahead schedules</li> <li>Development/coordinate/execute Safety, Hazcom, SWPPP, QA/QC plan, etc</li> <li>Attend and lead portions of, if not all of project meetings, including but not limited to preconstruction, preinstallation, subcontractor, owner, and safety in coordination with the Project Manager </li> <li>Create daily reports and report quantities</li> <li>Assist with the Preconstruction/Estimating phase of a project</li> <li>Mobilizes the site and set up utilities</li> <li>Assures necessary permits are secured, and inspections occur</li> <li>Reviews and verifies RFIs</li> <li>Reviews and approves submittals for processing</li> <li>Responsible for conducting themselves in accordance with our Guiding Principles and exhibiting attributes matching the Way We Work.</li> <li>Other duties as assigned</li> </ul> JOB SKILLS &amp; ABILITIES GUIDELINES: <ul> <li>Commitment to a culture of safety</li> <li>Exhibits personality traits common to The Way We Work</li> <li>Exhibits a good understanding of the industry</li> <li>Exhibits a good understanding of QA/QC</li> <li>Basic understanding of MEP systems</li> <li>Exhibits the ability to read and develop a project schedule</li> <li>Strong written and verbal communication skills</li> <li>Functions effectively as a member of a team</li> <li>Exhibits good leadership skills</li> <li>Strong and proactive decision-making/problem-solving skills</li> <li>Computer knowledge and efficiency, including Microsoft Office products</li> <li>Excellent time management and organizational skills</li> <li>Ability to review and understand submittals and shop drawings</li> <li>Proficiency in writing and processing RFIs, document revisions, and recognizing changes of scope and need for pricing</li> <li>Able to effectively lead teams through projects of lesser complexity</li> </ul> MINIMUM QUALIFICATIONS: <ul> <li>Bachelor’s Degree- Construction Management, Engineering or equivalent. May substitute required education degree with related experience on a one-to-one basis </li> <li>6 years of industry experience </li> <li>Has been a part of leadership on at least two projects or run a few smaller projects to be determined by regional operations</li> </ul> WORKING CONDITIONS AND PHYSICAL EFFORTS: <ul> <li>You must be adaptable to all types of weather conditions and traverse and inspect all areas of a construction job site, including walking, climbing, reaching, bending, crawling, or stretching.</li> <li>Ability to physically stand, bend, sit for long periods, and squat throughout the day.</li> <li>Ability to repeat the same movements.</li> <li>Ability to communicate effectively to participate fully in meetings, video conferences, and phone calls.</li> <li>Ability to compose, send, and reply to emails and written correspondence.</li> <li>Must be able to lift, pull, or move up to 50 pounds at a time.</li> <li>Travel may be required occasionally, primarily in the metropolitan area but sometimes domestically (must have a valid Driver’s License).</li> <li>Exposure to characteristic construction site hazards.</li> </ul> About Manhattan Founded in 1896, Manhattan is a top-ranked national construction services firm that provides preconstruction, construction management, program management, general building, and design-build services. Manhattan’s award-winning portfolio includes mission-critical, sports, healthcare, government, education, laboratory, aviation, transportation, convention, casino, and hospitality facilities. Manhattan is a: <ul> <li>20-time Associated Builders and Contractors (ABC) Accredited Quality Contractor (AQC)</li> <li>ABC 2019, 2020, 2021, 2022, and 2023 Top Performing Contractor</li> <li>Ten-time STEP Diamond Safety Award Winner</li> <li>2017, 2021, and 2022 National Safety Pinnacle Award winner</li> <li>2023 Great Company To Work For (Oklahoma Magazine)</li> </ul> Under the fifth generation of Rooney family ownership and headquartered in Oklahoma, Manhattan focuses on building trust and building excellence. We pride ourselves on our uncompromising commitment to ethical conduct, safety, and making fiscally sound business decisions to support our clients’ long-term goals, team members, and project partners. For the same reasons we have so many tenured team members, we also have been fortunate to work with many clients for decades, some for over half a century. Attention All Third-Party Agencies, Headhunters, and Recruiters Manhattan Construction will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to Manhattan Construction will be considered the property of Manhattan Construction. Manhattan Construction will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. Manhattan Construction will not be obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. Manhattan Construction only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with Manhattan Construction from third parties must be through our Human Resources Recruiting department. Outside recruiters are asked not to contact our hiring managers directly. Any contact made outside of the Manhattan Construction Human Resources Recruiting Department by a third party will cancel any future business relationships between the third party and Manhattan Construction.

Manhattan Construction Company

Superintendent

<h3>Ready to be a Titan?</h3>At ServiceTitan, we’re building the operating system for the trades. As we continue to scale, we're looking for a Principal Product Manager to lead the development of robust, scalable solutions that safeguard business integrity and ensure fair practices across our platform. You will own strategies that detect and deter anomalous user behavior to safeguard the customer and business experience. This involves diving deep into the multitude of customer workflows to identify anomalies. If you're a seasoned product leader passionate about tackling complex challenges, driving cross-functional alignment, and making a significant impact on trust and value, this is your opportunity to make a meaningful impact.<h3>What you'll do</h3><ul> <li>Partner with cross-functional teams—including Engineering, Data Science, CX, and Legal—to design and implement scalable system guardrails that protect product and platform integrity while preserving a seamless user experience</li> <li>Develop a deep understanding of the customer journey and pain points of our customers in the trades, ensuring the platform will enhance key operational workflows</li> <li>Analyze behavioral signals, product telemetry, and feedback loops to detect emerging patterns of usage and incorporate them into your solutions</li> <li>Collaborate with Go-To-Market and customer-facing teams to develop clear education &amp; communication, enforcement, and escalation strategies</li> <li>Drive prioritization and roadmap decisions that balance business growth, user trust, and system resiliency. Collaborate with other product leaders to integrate integrity solutions seamlessly into existing and new features across ServiceTitan.</li> <li>Own key metrics related to platform integrity, usage quality, and policy compliance</li> <li>Proactively monitor the ecosystem for new risks and propose product-level solutions to mitigate them</li> </ul><h3>What you bring</h3><ul> <li>7+ years of product management experience in enterprise B2B SaaS.</li> <li>Demonstrable experience addressing revenue leakage, policy enforcement, or financial integrity challenges.</li> <li>Experience owning and shipping in a complex product ecosystem where you were involved in pricing or related go-to-market business decisions </li> <li>Strong technical acumen to understand complex system architectures.</li> <li>Experience collaborating with Data Science or AI/ML teams to build predictive models.</li> <li>High sense of urgency and the ability to make smart decisions with incomplete data</li> <li>Excellent communication and stakeholder management skills—able to bring clarity to complexity</li> <li>Self-starter with the ability to independently set direction and drive momentum.</li> <li>Strong product instincts and demonstrated ability to think creatively grounded in customer discovery and insights.</li> </ul>Be Human With Us:Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer: When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:<ul> <li>Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.</li> <li>Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.</li> <li>Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.</li> </ul>At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $166,500 USD - $222,700 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

ServiceTitan

Principal Product Manager, Platform Integrity

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

Bank of America

Relationship Banker - Albany, NY area

Job Description: About Us 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! Global Business Services Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations. Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation. In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services. Process Overview Core Technology Infrastructure part of the Global Technology &amp; Operations organization consists of more than 6,600 employees worldwide. With a presence in more than 35 countries, CTI designs, builds, and operates end-to-end technology infrastructure solutions and manages critical systems and platforms across the bank. CTI delivers industry-leading infrastructure products and services to the company’s employees, customers, and clients around the world. Job Description We are seeking a talented and experience Key Management system (KMS) Administrator to manage and maintain our organizations Key management infrastructure. In this role, you will be responsible to develop and implement a comprehensive key management strategy aligned with industry best practices and regulatory requirements. Work closely with our engineering, operations, and security teams to design, implement, and maintain highly available and performant KMS solutions.​ Responsibilities <ul> <li>Administer and maintain the KMS platform, ensuring its availability, security, and performance.</li> <li>Ensure compliance with relevance regulatory requirements and industry standards and identify and mitigate the key management-related risks.</li> <li>Collaborate with other teams such as networks, IT security and compliance, Engineering, and stakeholders to ensure alignment and effective key management. Communicate key management plans, policies, and procedure to stakeholders.</li> <li>Manage the entire key lifecycle and ensure secure key storage, backup, and recovery processes.</li> <li>Stay up to date with industry standards, best practices, and emerging technologies in key management.</li> <li>Supports change implementations, proactively identifies and resolves potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications. ensure the changes are properly documented and communicated to stakeholders.</li> <li>Ensure that all the key managements activities are monitored, and the logs are being reviewed periodically.</li> <li>Manage the lifecycle of the SSL certificate including installation and renewal. Monitor on the certificate expiration and renewal.</li> <li>Respond to and manage key management related incidents, such as key compromises or certificate expiration or other issues, co-ordinate with stake holders to resolve incidents and minimize impact. Also, document and report on incidents including root cause analysis and lessons learned.</li> </ul> Requirements Education: Bachelor’s degree in engineering, computer science Certifications If any - NA Experience Range: 7 - 9 years. Foundational Skills <ul> <li>Primary Skills: Thales HSM, Cipher Trust Manager, Linux, Scripting</li> <li>Strong knowledge in Cryptographic keys and certificate and their life cycle.</li> <li>Hands on experience working on Linux/Unix and/or Windows server platforms</li> <li>Strong understanding of cryptographic principles and key management best practices.</li> <li>2+ years hands on experience on Thales HSM or Cipher Trust Manager.</li> <li>Experience with key management systems such as AWS KMS, Azure Key Vault, or Google Cloud KMS.</li> <li>Additionally having knowledge in API calls on Thales HSM or Cipher trust manager.</li> <li>Excellent troubleshooting and problem-solving skills.</li> <li>Strong communication and collaboration skills.</li> <li>Familiarity of Incident and Problem Management systems like Remedy or ServiceNow.</li> <li>Ability to work independently and as part of a team in a fast-paced environment.</li> <li>Knowledge on security standards and regulations. Eg: PCI-DSS, HIPAA</li> </ul> Desired Skills <ul> <li>Experience with Key management systems and HSM(eg: the product from Thales, Entrust, Vormetric, etc)</li> <li>Experience with industry monitoring tools like Splunk, etc.</li> <li>Ability to quickly learn new technologies.</li> <li>Prior experience with Operating critical Infrastructure or Application environments</li> <li>Ability to communicate technical concepts to non-technical stakeholders.</li> <li>Familiarity with cloud based key management systems such as AWS KMS, etc.</li> <li>Stakeholder management</li> <li>Certifications on AWS certified security, Redhat.</li> </ul> Work Timings* (IST – 9 hrs shift) 6:30 am - 10:30 pm (weekdays) any 9 Hours: Weekend: Rotational support 16*7 support Shift: Morning or Afternoon Job Location Hyderabad/Chennai

Technology Operations Specialist II - GBS IND

White Cap

IT Manager: Sales & Marketing Technology

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

Financial Solutions Advisor - Consumer Investments - Boston West Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for 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. Required Qualifications: <ul> <li>Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment</li> <li>In lieu of one year of sales experience, 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</li> <li>Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives</li> <li>Confident in identifying solutions for helping new and existing clients based on their needs</li> <li>Strong written and verbal communications skills</li> <li>Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)</li> <li>Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances</li> <li>Applies strong critical thinking and problem-solving skills to meet clients' needs</li> <li>Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li> <li>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)</li> <li>Can be flexible to work weekends and/or extended hours as needed</li> </ul> Desired Qualifications: <ul> <li>Associate's Degree or Bachelor's Degree in business, finance or a related field</li> <li>Experience working in a financial center where goals were met or exceeded</li> <li>Retail and/or sales experience in a salary plus incentive environment</li> <li>Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded</li> <li>Experience with financial information, spreadsheets and financial skills</li> <li>Knowledge of banking products and services</li> <li>Strong computer skills including Microsoft applications and previous experience utilizing laptop technology</li> </ul> Skills: <ul> <li>Active Listening</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Problem Solving</li> <li>Account Management</li> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Business Development</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

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