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Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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 in a Merrill branch 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>Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies</li> <li>Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Shadows 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>Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy</li> <li>Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor</li> <li>Builds relationships with internal service providers based on client needs and asset thresholds</li> <li>Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools</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.</li> <li>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.</li> <li>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 FINRA Securities Industry Essentials (SIE)</li> <li>4+ years of progressive professional and/or military experience</li> <li>2+ years of experience in the investments industry</li> <li>Ability to obtain Series 7 and 66 licenses within allotted program time</li> <li>Is a self-starter who efficiently manages time and capacity</li> <li>Sets and accomplishes goals, achieving whatever one sets their 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>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>​Experience working in the financial service industry and/or a sales environment where goals were met or exceeded</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>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities and new client development</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

Bank of America

Merrill Financial Solutions Advisor (Partially Licensed)- Palo Alto Market

Job Description: Job Title: Transaction Reporting Governance Professional Corporate Title: Up to Vice President Location: Chester Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Location Overview: Find us in the city of Chester, a destination renowned for its culture, history, and beauty. Working at Bank of America Chester offers a far-reaching global career for a world-renowned organisation, whilst being ideally situated against the backdrop of the rolling North Wales hills and the banks of the serene River Dee. Role Description: The Governance team is responsible for ensuring that Transaction Reporting Operations work in accordance with current regulations and enterprise-wide standards. This is an exciting opportunity to play an integral role across all areas of Governance within the Transaction Reporting Control Group (TRCG). The successful candidate will help shape and embed our core governance structures, oversee breach management, produce function-related management information, ensure TRCG are compliant with enterprise policies (e.g., Enterprise reg Reporting, Vendor Management and Procurement, Records Management) and be part of shaping and delivering the training and communication agendas. This job is responsible for defining, providing and overseeing analytical processes for highly complex regulatory reporting for one or more operations product teams. Key responsibilities include managing complex projects and workstreams involving systems enhancements, process improvements, products and services. Job expectations include serving as a subject matter expert to other teammates and handling highly complex issues that require management and coordination across multiple stakeholders. Responsibilities: <ul> <li>Maintains a good understanding of Transaction Reporting BAU health, Remediation and Change Projects and is able to track this at Enterprise, Legal Entity and Jurisdiction level.</li> <li>Summarises the above for senior audiences at an appropriate level of detail and consistency across multiple governance forums globally.</li> <li>Understands the responsibilities of NTCR, Technology, GCOR and Line of Business in delivering transaction reporting excellence for the enterprise</li> <li>Defines and executes control practices, including compliance with all regulatory and policy requirements, including data quality standards</li> <li>Manages and maintains all TRCG related Management Information and supports Process Management requirements.</li> <li>Collaborates with technology teams to maintain and update internal control systems as required, providing business requirements and executing Acceptance testing</li> <li>Ensures that key risks, performance indicators, and desktop procedures are fully documented, in line with enterprise standards, reviewed on a regular basis and challenged and escalated where necessary</li> <li>Responds to inquiries from regulatory agencies and internal control partners (e.g., Audit and Compliance), and provides reporting, as needed</li> <li>Establishes credible, collaborative and influential relationships with key senior stakeholders, including FLU and Front Office partners</li> <li>Identifies and tracks errors, breaches, data issues and control enhancements that impact the respective reports as required</li> <li>Provides independent review of transaction reporting breaches ensuring minimum standards are applied rigorously</li> <li>Coordinates the partnership with upstream report owners and data providers to ensure compliance with Enterprise regulatory Reporting Policy</li> <li>Collaborates with Non-Financial regulatory Reporting and Technology teams to review and maintain data dictionaries for completeness of business requirements</li> </ul> What we are looking for: <ul> <li>You will have exposure to the regulatory trade and transaction reporting landscape.</li> <li>You will have experience in managing and communicating with cross-functional senior stakeholders.</li> <li>You will have experience in producing and tracking MI reports.</li> <li>You will have experience in a risk and control environment, ideally within Banking, Middle office, or Operations.</li> </ul> Skills that will help (optional): <ul> <li>Being able to balance competing priorities and quickly change direction would be beneficial.</li> <li>Having intellectual curiosity and continually learning would be beneficial.</li> <li>Having the ability to anticipate risks and issues and identifying solutions would be beneficial.</li> <li>Experience of having worked with workflow management tools (e.g. JIRA) would be beneficial.</li> <li>Moderate to advanced skills in desktop products (Excel, Powerpoint etc)</li> <li>Comfortable with data analysis</li> <li>Having an enquiring mindset</li> </ul> Benefits of working at Bank of America UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum</li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc</li> <li>Use of a flex fund to use towards benefits</li> <li>Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services</li> <li>Ability to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to access our Arts &amp; Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area</li> </ul> Bank of America Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Transaction Reporting Governance Professional

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: Primary responsibility is to serve as point of contact for assigned Borrower and Lender/Investor for all loan related servicing matters on moderately complex deals. With some supervision, deliver the highest level of service to lenders/investors, borrowers, vendors and internal business units while ensuring compliance with servicing agreements, government regulations and/or Company policies. Keys all transactions into System of Record/Loan Servicing System and/or workflow tool. Ensures all communication occurs timely and accurately. Monitor assigned loans to ensure funding and payment compliance with loan servicing agreements, loan documentation and Lender/Investor instructions. Coordinate fundings with Fulfillment and Assignment Desk as needed. Monitor, research or instruct payment processing for borrower payments, disbursements, fees, and collect appropriate fees due lender or servicer. Perform payoff quotes and related calculations including prepayment calculations. Maintain past due principal, interest and fees as well as reconciliation exceptions within acceptable levels. May assist managers in directing workflow and performing QA. Skills: <ul> <li>Adaptability</li> <li>Attention to Detail</li> <li>Data Collection and Entry</li> <li>Written Communications</li> <li>Analytical Thinking</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Recording/Organizing Information</li> <li>Customer and Client Focus</li> <li>Data Quality Management</li> <li>Quality Assurance</li> <li>Relationship Building</li> <li>Research</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Required Background: Must be a current Year Up intern with Bank of America Shift:1st shift (United States of America) Hours Per Week: 40

Loan Servicing Admin I - Year Up

<h1>Information Technology - Data Engineer 130-2031</h1> Tulsa, OK, USA Req #837 Wednesday, May 28, 2025 JOB SUMMARY: The Data Engineer will be responsible for expanding, optimizing and monitoring our data and data pipeline architecture, as well as optimizing data flow and collection across organizational teams. The Data Engineer will support our software engineers, database architects and data analysts on data initiatives and will ensure optimal data delivery architecture is consistent throughout ongoing projects. KEY RESPONSIBILITIES: •Create and maintain optimal data pipeline architecture to support our next generation of products and data initiatives. •Assemble large, complex data sets that meet functional business requirements. •Identify, design, and implement internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability. •Experience in the development of SSIS, ETL and other standardized data management tools. •Build analytics tools that utilize the data pipeline to provide actionable insights into customer acquisition, operational efficiency and other key business performance metrics. •Performs other duties as required. QUALIFICATIONS: •Build processes supporting data transformation, data structures, metadata, dependency and workload management. •Strong project management and organizational skills. •Ability to work independently, handle multiple tasks and projects simultaneously. EDUCATION/EXPERIENCE: •College degree or equivalent experience required. •Project management skills preferred. •Willingness to work in a high-tech, continually evolving, innovative environment. 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

Information Technology - Data Engineer 130-2031

Oklahoma Heart Hospital

Advanced Practitioner - Dr. Hameed

Family & Children's Services

Digital Literacy & Employment Specialist - Women's Justice Programs

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview Join our team as a day shift, full-time, Cardiology Triage Clinic Registered Nurse (RN) in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul> <li> Thrive: We empower our team with career growth opportunities, tuition assistance, and resources that support your wellness, education, and financial well-being. </li> <li> People-First: We prioritize your well-being with paid time off, comprehensive health benefits, and a supportive, inclusive culture where you are valued and cared for. </li> <li>Make Healthcare Better: We use advanced technology to support our team and enhance patient care.</li> </ul> Get to Know Your Team: <ul><li>Oklahoma Heart Institute offers 24/7 catheterization labs, cardiac rehabilitation and a heart failure center. In addition, OHI is involved in over 200 cutting-edge research studies across the vast amount of specialties within the system.</li></ul> Responsibilities Registered Nurses within this job classification are accountable for assessing, planning, evaluating implementing, and documenting clinical care in accordance with OHI standards to deliver efficient, effective and quality patient care. He/she is expected to adhere to the Oklahoma Nurse Practice Act. Qualifications Job Requirements: <ul> <li>Associates or Bachelor’s degree in Nursing</li> <li>Current Oklahoma RN License</li> <li>Current BLS and ACLS </li> </ul>

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