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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: The Market Investment Executive (MIE) oversees the expansion of investment business for high net worth clients. The MIE serves as the market’s chief investment officer, helping to communicate the firm’s thought leadership. Responsibilities include developing customized investment strategies, expanding the business and delivering investment management services, risk management, compliance, coaching and developing all investment talent. MIEs partner closely with the ME and other leaders in the market, to deliver on strategic growth priorities, in addition to supporting the Client Management Process (CMP) to deliver a Branded Client Experience (BCE). The MIE is expected to reinforce a culture of responsible growth, proactive risk management and delivering the enterprise through business integration. The MIE reports to the Market Executive, overseeing a team of Portfolio Managers and/or Trust Officers. Based on the needs in the division, the MIE may also support additional markets. Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Diversity &amp; Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&amp;I goals.</li> <li>Manager of Process &amp; Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.</li> <li>Enterprise Advocate &amp; Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.</li> <li>Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.</li> <li>People Manager &amp; Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.</li> <li>Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.</li> <li>Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.</li> <li>Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.</li> </ul> Skills: <ul> <li>Client Management</li> <li>Decision Making</li> <li>Portfolio Analysis</li> <li>Portfolio Management</li> <li>Risk Management</li> <li>Business Acumen</li> <li>Customer and Client Focus</li> <li>Inclusive Leadership</li> <li>Problem Solving</li> <li>Strategic Thinking</li> <li>Employee Counseling</li> <li>Leadership Development</li> <li>Performance Management</li> <li>Relationship Building</li> </ul> Required Skills: The ideal candidate will have 7 to 10 years of proven leadership experience in an investment management environment which emphasizes high net worth investing. He/she will have demonstrated, excellent management and communication skills with a proven track record as a mature consensus and team builder. Previous accomplishments in a similar position will include: Managing a team of investment professionals in the delivery of world class investment solutions. Growing and retaining a client base while enhancing efficiency. Proven success in integrating business development, portfolio management, and trust services to provide excellent client relationship management and services will be essential. The successful candidate will be adept at business development and retention; a proprietary book of business would be advantageous, but not essential. A bachelor’s degree in a business related area is required; a MBA or CFA would be highly preferable. Desired skills: • MBA or Post-Graduate Degree preferred • CFP, CPA, CFA, CTFA, CFM or JD a significant plus Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Market Investment Executive

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. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. • Bilingual Spanish speaking is required for this location Desired skills: • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program -  Hialeah Miami Springs Financial Solutions Advisor Trainee:  Financial Center - Miami Biscayne, FL (Bilingual Spanish Speaking Required)

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. 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: The Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world class organization. You’ll provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions. This role is a bridge between banking and brokerage; therefore, you must have a strong understanding of core banking and investment solutions. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within our organization. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.</li> <li>Recommends banking and investments strategies that align with client financial goals and needs.</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.</li> <li>Mitigates and controls risk as part of daily activities.</li> <li>Identifies and engages potential new clients through referrals or financial center clientele.</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever 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>Efficiently manages time and capacity.</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>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> <li>Obtained insurance licenses.</li> </ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Wiles Road Financial Center

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. Merrill 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 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 providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: <ul> <li>Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings</li> <li>Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests</li> <li>Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk</li> <li>Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA</li> <li>Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Prioritization</li> <li>Administrative Services</li> <li>Emotional Intelligence</li> <li>Referral Identification</li> <li>Written Communications</li> </ul> Desired Qualifications: <ul> <li>Energetic individual that is self-motivated, coachable and flexible in thought</li> <li>Enjoys a fast-paced environment with changing and evolving responsibilities</li> <li>Detail oriented</li> <li>Invested in personal development</li> <li>Consistently pursues client experience excellence</li> <li>Works quickly to fulfill client needs, delivering complex solutions</li> <li>Frequent communication and an abundance of discretion with sensitive information</li> <li>Microsoft Word, Excel and PowerPoint experience with Salesforce a plus</li> <li>Professional verbal and written communication​</li> <li>Bilingual Spanish Language</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 37.5

Wealth Management Client Associate (FP)

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! Global Markets Administrative Assistant: Global Markets is a fast-paced business that is currently seeking a highly skilled and experienced administrative assistant to join its team. Responsibilities: <ul> <li>Provide comprehensive administrative support to a select group of salespeople and/or traders</li> <li>Effectively multitask and prioritize tasks in a fast-paced environment, maintaining a high level of efficiency and accuracy</li> <li>Answer phone lines, which entails taking accurate messages and handling calls with appropriate judgment </li> <li>Proactively manage the scheduling of meetings, anticipate necessary background materials, and effectively resolve conflicts that may arise</li> <li>Create and manage travel itineraries for the team, ensuring all logistics are in place</li> <li>Prepare and submit T&amp;Es for reimbursement for your team, ensuring that requisite documents and approvals are in order to ensure seamless processing</li> <li>Interact with clients and employees professionally, acting as a liaison and ensuring smooth communication and coordination</li> <li>Maintain an organized filing system to ensure all records (i.e., receipts, travel documents, etc.) are easily accessible</li> <li>Handle ad hoc requests from sales and/or traders as required, including other administrative tasks (e.g., client touchpoints, etc.)</li> <li>Ensure punctuality and reliability in all duties and activities, contributing to team success</li> </ul> Qualifications Necessary: <ul> <li>Minimum of 5 years’ administrative experience with a financial institution supporting teams</li> <li>Strong professional communication skills, both verbal and written</li> <li>Excellent time management, organization, and multi-tasking skills</li> <li>Exceptional problem-solving and organizational skills</li> <li>Advanced computing knowledge: Outlook, Word, PowerPoint and Excel</li> <li>Team player with exemplary work ethic that thrives in a fast-paced environment</li> <li>Strong attention to detail, ability to work effectively under pressure and time constraints</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Markets, Administrative Assistant

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 - West Palm Beach Market

Job Description: Community Lending Officer At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Originates loans from multiple internal and external referral sources</li> <li>Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers</li> <li>Achieves production goals as defined by the business</li> <li>Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities</li> <li>Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements</li> <li>Conducts monthly Home Buyer Workshops and Business Development meetings</li> </ul> Required Qualifications: <ul> <li>2+ years of experience in loan originations and/or home buyer education</li> <li>Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs</li> <li>Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending</li> <li>Ability to organize and deliver Home Buyer Workshop presentations</li> <li>Knowledge of community housing counseling agencies</li> <li>Knowledge of community grant / downpayment programs</li> <li>Strong written and verbal communications skills</li> <li>Self-motivated and highly organized</li> <li>Ability to prioritize multiple competing tasks​</li> </ul> Desired Qualifications: <ul> <li>Experience in first mortgage and HELOC</li> <li>Familiar with FHA and HUD guidelines</li> <li>Knowledge of local competition product offerings and real estate market dynamics</li> <li>Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information</li> <li>Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously</li> <li>Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences</li> <li>Ability to analyze and comprehend complex financial data and provide appropriate financial solutions</li> <li>Professional and effective interpersonal skills</li> </ul> Skills: <ul> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Loan Structuring</li> <li>Oral Communications</li> <li>Referral Management</li> <li>Credit Documentation Requirements</li> <li>Learning Delivery</li> <li>Presentation Skills</li> <li>Prospecting</li> <li>Written Communications</li> <li>Active Listening</li> <li>Business Development</li> <li>Credit and Risk Assessment</li> <li>Data Collection and Entry</li> <li>Pipeline Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Community Lending Officer - Galloway Road

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 providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: <ul> <li>Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk</li> <li>Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews</li> <li>Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time</li> <li>Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities</li> <li>Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals</li> <li>Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment</li> <li>Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture</li> </ul> Required Qualifications: <ul> <li>The Business Banking Relationship Manager is an outside sales role and will require the incumbent to be in the field at least 80% of the time</li> <li>Has proven success in consultative sales in financial services or in business-to-business sales</li> <li>Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers</li> <li>Is passionate about outside sales and enjoys spending time prospecting</li> <li>Wants to enhance existing relationships and exceed sales goals</li> <li>Can analyze financial conditions of clients and industry trends</li> <li>Can understand and interpret financial statements and cash flow analysis</li> <li>Has excellent communication skills and demonstrated leadership ability</li> <li>Enjoys partnering and negotiating with a team of bank employees to solve client issues</li> <li>Demonstrated management of a client portfolio with focus on relationship development and deepening</li> <li>Thorough knowledge of small business financial products and services</li> <li>Familiarity with CRM platforms and other banking systems</li> </ul> Desired Qualifications: <ul> <li>Community leadership</li> <li>Strong computer skills with an ability to multitask in a demanding environment</li> <li>Bachelor’s degree desired but not required</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Credit Documentation Requirements</li> <li>Financial Analysis</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Written Communications</li> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Prospecting</li> <li>Risk Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Banking Relationship Manager - Miami, FL

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

25 Jobs in Miami, FL, USA