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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. 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! Job Description: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Fraud Prevention and Detection is looking for an energetic and inquisitive experienced data scientist to join our team and help us combat financial crime using graph databases. In this role, you will be expected to work on large and complex data science projects. Collaborating with internal strategy, technology, product, and policy partners to deploy advanced analytical solutions with the goal of reducing fraud losses, lowering false positive impacts, improving client experience, and ensuring the Bank minimizes its total cost of fraud. Responsibilities: <ul> <li>Link Analysis/Graph analytics to find and mitigate densely connected fraud networks.</li> <li>Developing and tuning graph algorithms to maximize detection of fraud.</li> <li>Work with software developers to create/enhance link analysis process for new fraud detection use cases, and assist with the generation, prioritization, and investigation of fraud rings.</li> <li>Coordinate with stakeholders and tech to deliver process end-to-end, be the gate keeper for issue tracking and remediation.</li> <li>Gather business requirements and translate to technical logic for script development, and design, create and monitor daily report/QA metrics for fraud detection process.</li> <li>Document and prepare attestation response for process and fraud strategy with governance team.</li> <li>Identify, track, and recommend opportunities for process improvement.</li> <li>Coach and mentor peers to improve proficiency in a variety of systems and serve as a subject matter expert on multiple business and technical-related topics.</li> <li>Identify business trends based on economic and portfolio conditions and communicate findings to senior management.</li> <li>Support execution of large-scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics-based insights.</li> </ul> Required Qualifications: <ul> <li>A minimum of 4 years of experience in data and analytics is required.</li> <li>Must be proficient with SQL and one of SAS, Python, or Java</li> <li>Critical problem-solving skills including selection of data and deployment of solutions.</li> <li>Proven ability to manage projects, exercise thought leadership and work with limited direction on complex problems to achieve project goals while also leading a broader team.</li> <li>Excellent communication and influencing skills.</li> <li>Thrives in fast-paced and highly dynamic environment.</li> <li>Intellectual curiosity and strong urge to figure out the “whys” of a problem and come up with creative solutions.</li> <li>Model development experience leveraging supervised and unsupervised machine learning (regression, tree-based algorithms, neural networks)</li> <li>Expertise handling and manipulating data across its lifecycle in a variety of formats, sizes, and storage technologies to solve a problem (e.g., structured, semi-structured, unstructured; graph; hadoop; kafka)</li> </ul> Desired Qualifications: <ul> <li>Advanced Quantitative degree (Masters or PhD)</li> <li>7+ years of experience; work in financial services is very helpful, with preference to fraud, credit, cybersecurity, or other heavily quantitative areas.</li> <li>Understanding of advanced machine learning methodologies including neural networks, ensemble learning like XGB, and other techniques</li> <li>Proficient with H2O or similar advanced analytical tools</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Business Analytics</li> <li>Data and Trend Analysis</li> <li>Fraud Management</li> <li>Problem Solving</li> <li>Collaboration</li> <li>Innovative Thinking</li> <li>Monitoring, Surveillance, and Testing</li> <li>Presentation Skills</li> <li>Risk Management</li> <li>Data Visualization</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Written Communications</li> </ul> Minimum Education Requirement: Bachelor’s degree or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Cons Prod Strategic Analyst IV

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That’s how we’re UNSTOPPABLE for our employees!Job Overview This role will meet and exceed monthly sales quota objectives by successfully supporting your team in acquiring accounts within multiple geographic territories, and will ultimately have the opportunity to own a geographic territory. Incumbent will sell products, services and solutions to gain new business through prospecting, cold-calling, networking and generating leads and referrals. Incumbent will analyze customer needs and apply solution-based selling techniques to demonstrate the value of T-Mobile products and services, tailoring customer recommendations to negotiate and close business.NOTE: Though listed as "remote" the candidate for this position must reside within the territory as it is a field sales role. Territory to include Baltimore Metro area - Nothern Baltimore Coutny dow to PG County/Lahham area.Job Responsibilities:<ul> <li>Under sales manager supervision, generates leads and referrals through prospecting, cold calling and networking.</li> <li>Identify customer needs and apply solution-based selling techniques to fully demonstrate the value of T-Mobile products and services. Recommend wireless solutions with regard to price plans, data and other enhanced services, handsets and accessories.</li> <li>Negotiate and close deals.</li> <li>Work with leadership to develop skills in prospecting, call execution and relationship management. Participate in training opportunities on products and services and attend sales meetings.</li> <li>Devise creative and effective sales approaches, solutions and proposals.</li> <li>Fully use all sales force automation, funnel management and prospecting tools. Manage sales funnel and generate reporting on sales activities and forecasting.</li> <li>Also responsible for other Duties/Projects as assigned by business management as needed.</li> </ul> Education:<ul> <li>High School Diploma/GED (Required)</li> <li>Bachelor's Degree (Preferred)</li> </ul> Work Experience:<ul><li>1+ years verifiable new customer acquisition sales experience, preferably within a commissioned environment. (Required)</li></ul>Knowledge, Skills and Abilities:<ul> <li>Task Management Ability to work well in a dynamic, fast changing environment that requires a high degree of multi-tasking. (Required)</li> <li>Customer Service Demonstrated experience delivering superior customer service and attention to detail. (Required)</li> <li>Communication Excellent interpersonal, written, and oral communication skills. (Required)</li> <li>Negotiation Effective negotiating and closing skills. (Required)</li> <li>Proposal Writing Experience preparing, delivering, and following-up on product/service proposals and pricing quotations. (Preferred)</li> </ul>• At least 18 years of age • Legally authorized to work in the United States Travel: Travel Required (Yes/No):Yes DOT Regulated: DOT Regulated Position (Yes/No):No Safety Sensitive Position (Yes/No):No Total Target Cash Pay Range: $71,800 - $129,400, inclusive of target incentivesBase Pay Range: $43,080 - $77,640The pay range above is the general base pay range for a successful candidate in this role. The successful candidate’s actual pay will be based on various factors, such as work location, qualifications, and experience, so the actual starting pay will vary within this range. To find the pay range for this role based on hiring location, <a href="https://paylookup.t-mobile.com/paylookup?reqID=REQ315367&amp;paradox=1" target="_blank">https://paylookup.t-mobile.com/paylookup?reqID=REQ315367&amp;paradox=1</a>At T-Mobile, employees in regular, non-temporary Retail and Business Sales roles are eligible for monthly or quarterly sales incentives. At T-Mobile, our benefits exemplify the spirit of One Team, Together! A big part of how we care for one another is working to ensure our benefits evolve to meet the needs of our team members. Full and part-time employees have access to the same benefits when eligible. We cover all of the bases, offering medical, dental and vision insurance, a flexible spending account, 401(k), employee stock grants, employee stock purchase plan, paid time off and up to 12 paid holidays - which total about 4 weeks for new full-time employees and about 2.5 weeks for new part-time employees annually - paid parental and family leave, family building benefits, back-up care, enhanced family support, childcare subsidy, tuition assistance, college coaching, short- and long-term disability, voluntary AD&amp;D coverage, voluntary accident coverage, voluntary life insurance, voluntary disability insurance, and voluntary long-term care insurance. We don't stop there - eligible employees can also receive mobile service &amp; home internet discounts, pet insurance, and access to commuter and transit programs! To learn about T-Mobile’s amazing benefits, check out <a href="http://www.t-mobilebenefits.com/" target="_blank">www.t-mobilebenefits.com</a>.Never stop growing! As part of the T-Mobile team, you know the Un-carrier doesn’t have a corporate ladder–it’s more like a jungle gym of possibilities! We love helping our employees grow in their careers, because it’s that shared drive to aim high that drives our business and our culture forward. By applying for this career opportunity, you’re living our values while investing in your career growth–and we applaud it. You’re unstoppable! T-Mobile USA, Inc. is an Equal Opportunity Employer. All decisions concerning the employment relationship will be made without regard to age, race, ethnicity, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, religious affiliation, marital status, citizenship status, veteran status, the presence of any physical or mental disability, or any other status or characteristic protected by federal, state, or local law. Discrimination, retaliation or harassment based upon any of these factors is wholly inconsistent with how we do business and will not be tolerated. Talent comes in all forms at the Un-carrier. If you are an individual with a disability and need reasonable accommodation at any point in the application or interview process, please let us know by emailing <a href="mailto:ApplicantAccommodation@t-mobile.com" target="_blank">ApplicantAccommodation@t-mobile.com</a> or calling 1-844-873-9500. Please note, this contact channel is not a means to apply for or inquire about a position and we are unable to respond to non-accommodation related requests.

T-Mobile

Account Executive, SMB Team Sales - Baltimore Metro area

The Advisory Market Account Implementation Manager, primarily handles complex and large group implementations, providing overall coordination and support to employers and brokers during the onboarding and set-up of customer’s new benefit plans/policies. This includes owning the implementation timeline, gathering required information, ensuring accurate data entry into systems, as well as coordinating with other departments to ensure a smooth transition for the new customer/policy.You will<ul> <li>Attend Finalist meetings when required and facilitate regularly scheduled meetings with the customer, broker, and internal teams throughout the implementation process.</li> <li>Serve as the single point of contact for internal and external partners throughout the implementation process, answer inquiries, resolve issues timely and ensure effective transition to service teams at the end of the implementation.</li> <li>Evaluate the needs of new customers and provide consultative solutions during implementation to ensure details are understood and documented and that the plan administration setup fully meets customer expectations.</li> <li>Develop, communicate, maintain, and manage the detailed implementation project plan, ensuring deadlines and milestone dates are met and hold partners accountable to meet agreed upon dates.</li> <li>Maintain knowledge and awareness of all Guardian group products (Life, Disability, Absence (including State Paid Leave programs), Supplemental Health, Dental, Vision etc.), processes and system capabilities to effectively educate customers and communicate service capabilities.</li> <li>Facilitate the timely gathering of implementation information and enrollment data to ensure the ability to pay claims by the agreed upon effective date and accuracy of the first bill.</li> <li>Effectively collaborate and coordinate with internal and external teams (e.g., Data Exchange team, Ben Admin partners, Enrollment Technology Consultants, Sales and Client Management teams, Case Set-Up team, billing, and enrollment teams etc.) to ensure a successful implementation and that administrative systems and vendor platforms are set up timely and correctly.</li> <li>Use standard methods for own and teamwork, finding ways to enhance processes and improve customer experience.</li> <li>Manage complex implementations and monitor customer satisfaction throughout the implementation process.</li> <li>Mentor and assist with training of team members as needed.</li> <li>Participate in department and strategic initiatives as needed.</li> </ul>You have<ul> <li>3-+ years of experience in the group insurance industry; implementation or client management experience preferred.</li> <li>Experience managing complex implementations for employer groups with 1000+ employees.</li> <li>Knowledge and experience with FMLA and PEO implementations.</li> <li>Knowledge of Benefit Administration platforms and data exchange formats.</li> <li>Project management skills.</li> <li>Excellent written and verbal communication skills.</li> <li>The ability to work independently and make decisions.</li> <li>The aptitude to promote consumer centric decision making and the ability to lead and adopt change.</li> <li>Bachelor’s Degree preferred or equivalent work experience in business, operations, or related field.</li> </ul>Location This is a mobile (remote) position.Salary Range:$57,810.00 - $86,715.00The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.Our PromiseAt Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.Inspire Well-BeingAs part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at <a href="http://www.guardianlife.com/careers/corporate/benefits" target="_blank">www.guardianlife.com/careers/corporate/benefits</a>. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.Equal Employment OpportunityGuardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.AccommodationsGuardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="#">applicant_accommodation@glic.com</a>.Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

Guardian Life

Implementation Manager - Advisory Markets (Group Benefits Insurance)

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 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 - Chesapeake Market (Howard County, MD)

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering with Financial Advisors to deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Strategists will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment manager selection and asset allocation and personalized to specific client circumstances. Additionally, Strategists will partner with Specialists across the bank to deliver appropriate solutions spanning: custom lending, trust and estate planning, philanthropic services, business sales and beyond. Job Responsibilities: <ul> <li>Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team’s capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.</li> <li>Strategize with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suite of solutions to prospective clients. </li> <li>Lead the portfolio construction process for new money opportunities with UHNW clients and prospects.</li> <li>Deliver investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.</li> <li>Engage advisors to deliver our enterprise-wide solutions that meet their clients’ needs.</li> <li>Partner and collaborate with enterprise Specialists to ensure full scope of the client’s wealth needs are met.</li> <li>Partner with local Merrill Market Executives to deliver value add content to advisors.</li> </ul> Qualifications: <ul> <li>8+ years’ experience in financial services industry</li> <li>5+ years sales experience</li> <li>Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors</li> <li>Self-motivated, adaptive, positive attitude and high energy are a must.</li> <li>Bachelor’s degree or equivalent experience.</li> <li>Enhanced investment credentials desired (CIMA, CAIA, CPWA, CFA, etc..)</li> <li>Series 7 and 66 licenses</li> </ul> Skills: <ul> <li>Market Analysis</li> <li>Portfolio Management</li> <li>Wealth Planning</li> <li>Analytical Thinking</li> <li>Client Investments Management</li> <li>Client Solutions Advisory</li> <li>Networking</li> <li>Strategic Thinking</li> <li>Business Acumen</li> <li>Collaboration</li> <li>Critical Thinking</li> <li>Oral Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Ultra High Net Worth Portfolio Strategist

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. 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> 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. 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 - Baltimore & Associates Market

Job Description: At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must be flexible Sunday-Friday 8am to 8pm EST The Financial Services Representative I is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals. We’ll help you <ul> <li>Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy</li> <li>Get training and one-on-one coaching from academy managers who are invested in your success</li> <li>Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide</li> <li>Develop techniques to confidently engage with clients by telephone</li> <li>Continue to learn and grow in a culture where growth and career advancement are a priority</li> </ul> As a Financial Services Representative I, you can look forward to <ul> <li>Providing a world class client experience through point of call account servicing and resolution </li> <li>Working in a well-compensated, highly collaborative environment</li> <li>Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America</li> </ul> Required Qualifications: <ul> <li><h2>Must be a current Year Up intern with Bank of America </h2></li> <li>Is client-focused with a passion for excellence and a positive team attitude</li> <li>Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment</li> <li>Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams</li> <li>Is an effective communicator with an aptitude for sales and relationship management</li> <li>Has strong computer skills</li> <li>Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication</li> <li>Is ambitious, disciplined, hardworking, resilient and willing to learn</li> <li>Must be flexible to work any schedule: Sunday to Friday 8am to 8pm EST</li> </ul> We’re a culture that <ul> <li>Believes in responsible growth and is dedicated to supporting the communities we serve</li> <li>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience</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>Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Consumer Investments- Financial Service Representative I

Job Description: 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! Our Specialized Product Sales team is part of the Bank of America Global Payments Solutions organization which provides our clients with best in class innovative cash management and payments solutions. The Specialized Product Sales team is accountable to deliver our payables solutions to the Bank’s corporate, commercial, and business banking clients as well as financial institutions, non-bank financial institutions and public sector entities. This Specialized Product Sales role is responsible for performing proactive lead generation and business development engagements via client engagement and partner collaboration. The candidate will lead formal client engagements for the Bank’s payables offering including sourcing, RFP responses, pricing strategy, formal pitches, software demonstrations, and formal presentation. The candidate will have in depth knowledge of our payables offering across the Global Payments Solutions platform, including Corporate Travel and Purchasing Cards, Virtual Payables, Comprehensive Payables and other B2B payables products. <ul> <li>Own the sales efforts through proactive prospect lead generation and the development and nurturing of client relationships</li> <li>Engage in continuous education to maintain status as a best-in-class subject matter expert with deep understanding of product functionality, value proposition, industry trends and the competitive landscape</li> <li>Write RFI/RFP responses and deliver best and final presentations to clients and their leadership team</li> <li>Create and drive routines with all key business partners such as Product Management, Treasury Sales, Relationship Management, Implementations, Customer Service, Product Sales, and executive leadership</li> <li>Brief senior leaders on sales efforts, deal overview and strategy to win</li> <li>Be the voice of our clients to drive innovation and enhancements to our product offering on a regular and formal basis</li> <li>Partner with the broader bank organization to gain access to senior level contacts within prospects/client</li> <li>Conduct and lead client presentations to all levels of client organizations, including senior treasury, finance, purchasing and travel management teams via video conferencing and collaboration sites, by phone or in-person</li> <li>Perform platform/technology demonstrations and communicate features and benefits to clients</li> <li>Price deals and lead pricing and contract negotiations with clients</li> <li>Develop and deliver internal training sessions on products, services and value propositions to Treasury Sales and Relationship Management Teams, and other business partners</li> <li>Represent the organization at internal and external client conferences and trade shows, and generating new leads for Card and Comprehensive Payables business</li> </ul> *Required Skills: “Must” have these skills to be minimally qualified. <ul> <li>BA/BS Degree or equivalent work experience</li> <li>Minimum 3 years of experience in the payables marketplace, with an understanding of the competitive landscape and regional marketplace variations</li> <li>Global Commercial Card &amp; Comprehensive Payables subject matter expertise, in sales, account management or product role</li> <li>Sales experience within a large, global financial institution</li> <li>Knowledge of treasury management and card and comprehensive payables services</li> <li>Project management skills</li> <li>Experience in Accounts Payable</li> <li>Proven ability to work in a demanding, fast-paced global environment</li> <li>Experience working within a highly matrixed organization</li> <li>Strong communication skills, both verbal and written</li> <li>World-class presentation skills</li> <li>Proven leadership skills across multiple organizations</li> <li>Ability and desire to think creatively to deliver business results, both independently and as part of a team</li> <li>Experience leading technology demonstrations and discussions</li> <li>Ability to manage multiple projects simultaneously</li> <li>Skilled in working with Microsoft Office applications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Product Sales Manager  - Global Payments Solutions

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 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: <ul> <li>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.</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>Is confident in identifying solutions for new and existing clients based on their needs.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Has the ability to learn and adapt to new information and technology platforms.</li> <li>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).</li> <li>Applies strong critical thinking and problem-solving skills to meet clients’ needs.</li> <li>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.</li> <li>Efficiently manages time and capacity.</li> <li>Focuses on results, while acting in the best interest of the client.</li> <li>Can be flexible to work weekends and/or extended hours as needed.</li> </ul> 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. Vietnamese or Spanish Preferred • Bachelor’s degree or business relevant associate 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

Relationship Banker - Arlington Market

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day. Medical Director - SIU (Special Investigations Unit) CVS Health - Special Investigations Unit (SIU) Join our mission to safeguard healthcare integrity and protect patient well-being. As the Medical Director of Healthcare Fraud Investigations, you'll lead our efforts to detect, prevent, and combat fraudulent activities in the healthcare system. **This is a remote based, work from home role.** Key Responsibilities: The Special Investigations Unit (SIU) Medical Director will be responsible for performing reviews of medical records in support of healthcare fraud investigations. Serving as a clinical liaison supporting SIU activities across all lines of business the SIU Medical Director will be responsible for making both pre and post-payment claim payment determinations based on Aetna Clinical Policy and/or state and federal regulations. Additional responsibilities include: <ul><li>Serves as a clinical liaison supporting SIU Investigators, Managers, and Directors in matters pertaining to the investigation of suspected healthcare fraud cases </li></ul> <ul><li>Develops and delivers presentations to internal and external customers regarding healthcare fraud matters and Aetna’s approach to fighting fraud. </li></ul> <ul><li>Provides clinical expertise and business direction in the creation of analytical solutions designed to identify potentially fraudulent scenarios </li></ul> <ul><li>Maintains open communication with constituents within and external to the organization </li></ul> <ul><li>Uses available resources and technology in developing evidence, supporting allegations of fraud, waste, or abuse </li></ul> <ul><li>Documents all appropriate information related to medical review determinations </li></ul> <ul><li>Proactively builds relationships with other internal MDs to obtain clinical guidance when required to ensure accurate decision making </li></ul> <ul><li>Represents Aetna as a witness in legal matters as required, and as approved by the Legal Department. Demonstrates high level of knowledge and acts confidently when providing testimony during civil or criminal proceedings. </li></ul> <ul><li>Responsible for peer to peer reviews of SIU related claims based on provider escalation or state/federal requirements </li></ul> <ul><li>Supports legal efforts by providing expert medical testimony and </li></ul> <ul><li>Conducts root cause analysis to identify potential control gaps in the organization’s existing clinical policy, procedures, claim editing etc., and proactively seeks out appropriate contacts to help implement solutions. </li></ul> <ul><li>Mentor and educate SIU team members on clinical aspects of fraud schemes </li></ul> Required Qualifications: <ul><li>MD or DO with active license, preferably in emergency medicine or primary care </li></ul> <ul><li>5+ years of clinical practice experience </li></ul> <ul><li>Strong analytical and problem-solving skills </li></ul> <ul><li> Excellent communication and leadership abilities </li></ul> Preferred Qualifications: <ul><li>3+ years supporting healthcare fraud investigations or related field </li></ul> <ul><li>Board Certification in Emergency Medicine</li></ul> Education: <ul> <li>Active and current state medical license without encumbrances</li> <li>M.D. or D.O., Board Certification in a recognized specialty including post-graduate direct patient care experience</li> </ul> Pay RangeThe typical pay range for this role is:$174,070.00 - $374,920.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 07/28/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

165 Jobs in Mechanicsburg, PA, USA