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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 an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> <li>Obtained your insurance licenses.</li> </ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor - Consumer Investments - Elmhurst South, IL

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 Cyber Security Regulatory Engagement Lead is responsible for developing and supporting responses for audit, regulatory and compliance requests. Key responsibilities include applying knowledge of laws, rules, regulations and information security concepts (e.g., NIST, COBIT, ISO) to develop and write clear documentation and communications. Job expectations include drafting written responses and partnering with Global Information Security teams to validate accuracy of proposed communications. Responsibilities: <ul> <li>Responsible for applying prior Cyber Security and/or Technology Infrastructure knowledge, and an understanding of law, rules and regulations (LRRs) to support the regulatory, audit and compliance requests.</li> <li>Will be expected to quickly prioritize work and execute process on time.</li> <li>Prior experience supporting information security or technology-related policies in a regulated environment is expected. This role will be require the candidate to partner internal stakeholders and senior leaders, analyze and convey complex data elements and information security topics, and develop and report on adherence activities against assigned tasks.</li> <li>While this is an individual contributor role, prior experience serving as a Lead or Functional Manager is required</li> </ul> Requirements: <ul> <li>7+ years of professional experience including at least 2 years as a Lead or Functional Manager</li> <li>Experience supporting Information Security policy, including Laws, Rules and Regulations in a regulated environment, strong preference for financial services</li> <li>Demonstratable knowledge of key information security concepts (e.g., NIST, COBIT, ISO)</li> <li>Ability to analyze and interpret, applicable laws, rules, and regulations and align to policies.</li> <li>Ability to provide legal and regulatory guidance in connection with firm policies, procedures, and guidelines.</li> <li>Ability to identify, understand and prioritize the needs of internal, external, prospective and existing customers in order to provide solutions, resolve problems, and address questions.</li> <li>Ability to draw upon past knowledge and experiences to find a solution and define a path of action.</li> <li>Ability to analyze and interpret data and trends and use insights gathered to inform and communicate statistical analysis results and/or predictions.</li> <li>Strong interpersonal skills with prior experience communicating and interfacing with senior leaders and technically minded SMEs in a IT based Policy Governance Lifecycle</li> <li>Ability to deep-dive and deconstruct complicated process to identify and validate adherence to LRRs and Policy</li> </ul> Skills: <ul> <li>Clear written communication</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Policies, Procedures, and Guidelines</li> <li>Problem Solving</li> <li>Quality Assurance</li> <li>Business Acumen</li> <li>Controls Management</li> <li>Innovative Thinking</li> <li>Process Management</li> <li>Stakeholder Management</li> <li>Business Process Analysis</li> <li>Data Governance</li> <li>Data Privacy and Protection</li> <li>Data and Trend Analysis</li> <li>Risk Analytics</li> </ul> This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift:1st shift (United States of America) Hours Per Week: 40

Cyber Security Regulatory Engagement Lead

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: <ul> <li>Recommends financial advice and guidance that align with client financial goals and needs</li> <li>Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li> <li>Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li> <li>Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li> <li>Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li> <li> Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li> </ul> Required Qualifications: <ul> <li>Has demonstrated experience and proven success with business-to-business sales, or small business banking.</li> <li>Has strong communication skills with the ability to effectively influence clients.</li> <li>Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.</li> <li>Has a proven sales track record.</li> <li>Is able to build productive partnerships and working relationships.</li> <li>Is experienced with outbound phone sales.</li> </ul> Desired Qualifications: ​ <ul> <li>Experience with financial information, spreadsheets and financial skills.</li> <li>Experience with in-person customer service and sales.</li> <li>Experience working with small business clients.</li> <li>Experience meeting or exceeding goals.</li> <li>A working knowledge of small business products and services.</li> <li>Bilingual skills.</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Referral Identification</li> <li>Risk Management</li> <li>Client Experience Branding</li> <li>Credit Documentation Requirements</li> <li>Credit and Risk Assessment</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Issue Management</li> <li>Prospecting</li> <li>Relationship Building</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Business Solutions Advisor - Malden Centre St Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include providing analytical and administrative support for LOB or ECF specific processes and tools to drive adherence to enterprise-wide standards. Job expectations include supporting the implementation of quality assurance and quality control processes within the LOB or ECF by gathering and organizing data to help identify, track, and report issues and control improvements for remediation. Responsibilities: <ul> <li>Supply guidance and customer service for business partners and operations teams regarding status of request</li> <li>Communicate actions on specific LOB requests to enable further action or remediation.</li> <li>Continuously monitor and update processes and procedures based on LOB/AML/CDD policies as they change due to regional or jurisdictional requirements.</li> <li>Operations coordination, planning, and measurement (metrics)</li> <li>Reporting-volumes, trends, and reconciliation as needed.</li> <li>Review data entry and information to ensure that account closures comply with guidelines.</li> <li>Assemble the information from various reports into a consolidate format to send to the Lines of Business (LOBs) for approval.</li> <li>Serve as the liaison between Client Account Offboarding &amp; Control team (CAO&amp;C) and the Lines of Business (LOB) to capture stakeholder decisions directly escalated for account closure decisioning.</li> <li>Communicate effectively with inter-department groups such as: Global Banking Client Account Offboarding &amp; Control, Global Markets Client Offboarding, Cross Line of Business, AML Restrictions, Bulk Operations Team, Data Quality, and GBS associates to send to the Line of Business (LOB) for approval.</li> <li>Create and perform Metrics along with knowledge of SAS, Teradata, Excel, and tableau.</li> <li>Create/run reports and backing them into Teradata.</li> <li>Proactively identify risk areas or gaps within current process controls and raise items to team and manager.</li> <li>Assesses the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards</li> <li>Provides administrative support for the monitoring and testing of controls by gathering and organizing data to identify issues and control improvements for remediation</li> <li>Complies with controls and Quality Assurance (QA) practices to support business continuity efforts</li> <li>Conducts and coordinates quality inspection reviews to enhance employee performance and control effectiveness</li> <li>Performs QA activities including executing on controls, managing cases, and reporting results</li> <li>Supports initiatives by identifying potential procedural updates, test script updates, and data discrepancies to enhance QA program success</li> <li>Supports operational research required for regulatory exams, internal audits, and other monitoring and inspection reviews and captures data and information relevant to inspection metrics to support governance activities for dashboard reporting</li> </ul> Required Skills: <ul> <li>Excellent communications skills and ability to present to an audience.</li> <li>Ability to work in a collaborative environment.</li> <li>Ability to liaise with all levels of the firm and people with different experiences and backgrounds.</li> <li>Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.</li> <li>Strong communication skills (verbal, written and presentation) and active listening skills.</li> <li>Enthusiastic, energetic, determined, and positive – especially under pressure</li> <li>Critical thinker and risk minded.</li> <li>Preferred Intermediate proficiency using Microsoft Office products such as Word, Excel, PowerPoint</li> <li>Ability to work to manage deadlines with attention to detail.</li> </ul> Additional Skills: <ul> <li>Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions</li> <li>Excels in working among diverse viewpoints to determine the best path forward</li> <li>Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner</li> <li>Commitment to challenging the status quo and promoting positive change.</li> <li>Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base</li> <li>Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Control Analyst - Global Operations - Global Markets Operations

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. Role Specifics: 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 Qualifications: <ul> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program Financial Solutions Advisor Trainee: Raytown 350 Highway - Raytown, MO

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 moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. Anti-Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. Responsibilities: <ul> <li>Maintains accuracy of client portfolio using internal and external comparison tools</li> <li>Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling</li> <li>Explores methods to enhance processes, further reduce risks, and boost client experience</li> <li>Partners with colleagues on the trade and sales support teams, as well as external agents</li> <li>Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting</li> <li>Escalates potential risks and exposures to manager in a timely manner</li> <li>Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions</li> <li>Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines</li> <li>Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.</li> <li>Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements</li> <li>Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met</li> <li>Ensure all jurisdictional regulatory requirements related to KYC are adhered to</li> <li>Support business with KYC related queries and requests</li> <li>Participate in remediation, internal/external Audits (where applicable)</li> </ul> Required Qualifications: <ul> <li>Two or more years of financial services experience</li> <li>Excellent verbal and written communications skills</li> <li>Documented experience performing in a process-oriented production environment that changes periodically</li> <li>Familiar with MS Office Suite (Excel/Word/Outlook/Access) </li> <li>Work in a team environment</li> <li>Organize work, prioritize tasks and handle multiple assignments simultaneously</li> <li>Successfully meet tight deadlines while ensuring data accuracy and integrity</li> <li>Work and execute with minimal supervision or remote management </li> </ul> Desired Qualifications: <ul><li>Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) experience</li></ul> Skills: <ul> <li>Data Collection and Entry</li> <li>Recording/Organizing Information</li> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Research</li> <li>Fraud Management</li> <li>Risk Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Quality Assurance</li> <li>Problem Solving</li> <li>Adaptability</li> <li>Customer and Client Focus</li> <li>Prioritization</li> <li>Result Orientation</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

AML Refresh Ops - Ops Sr Analyst MKTS

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Osage Casino

Title 31 Coordinator

Location: Must live within a commutable distance of the Tampa, FL, Cary, NC, Bridgewater, NJ, Warwick, RI, office Once a month in office for meetings Insight CoPilot Product Owner <ul type="disc"> <li>Serve as Product Owner for the core capabilities of the Agent Desktop (Salesforce) system that supports MetLife Global Customer Service and Operations.</li> <li>Lead deep strategic vision and initiatives focused on leveraging Artificial Intelligence (AI) to enhance customer and Contact Center associate experiences, optimizing tools such as Co-Pilot, post-call wrap/import speech analytics, and tracking data utilization of Co-Pilot.</li> <li>Drive an advanced understanding of Salesforce CoPilot capabilities, ensuring alignment with business strategies and key performance indicators (KPIs) to achieve impactful outcomes.</li> <li>Architect and execute comprehensive Artificial Intelligence (AI) strategies that translate to achieving crucial KPIs (e.g., AHT) and other Objective Key Results (OKRs), drawing valuable insights to facilitate informed decision-making and next steps.</li> <li>Oversee and guide the progression of CRM (Salesforce) product stories throughout sprints and iterations, proactively resolving issues and removing blockers to ensure smooth development.</li> <li>Formulate and execute a strategic plan for the roll-out/release of new features and functionalities, defining, measuring, and reporting on product analytics, performance, and success metrics.</li> <li>Collaborate with Application Development to lead innovative discovery processes on new concepts, determining and refining business and customer value based on technical feasibility.</li> <li>Participate in cross-functional system demos, review UAT, ensure thorough post-production check-outs, and monitor/prioritize post-production issues.</li> <li>Actively engage with business owners and leaders to discuss strategic business initiatives, recommending cutting-edge AI technology solutions to support and propel those strategies forward.</li> <li>Cultivate and manage relationships with multiple stakeholders including Contact Center LOBs, Digital, Application Development, Risk/Security, and more, ensuring strategic alignment and collaboration.</li> <li>Structure and drive complex and dynamic projects, bringing clarity and definition to undefined or fluid initiatives.</li> </ul> Technical &amp; Professional Skills Required <ul type="disc"> <li>Possess a Design Thinking Mindset: Expertise in developing Personas, Journey Maps, Story Maps, writing User Stories, and defining Acceptance Criteria.</li> <li>Advanced knowledge of Agile Methodologies; Agile Product Owner certification preferred.</li> <li>Experience with Agile and DevOps methodologies, including Backlog Grooming and Sprint Planning.</li> <li>Proficient in using Collaboration Tools including Miro, Azure DevOps, SharePoint, Microsoft Teams, Microsoft PowerPoint, and Microsoft Visio.</li> <li>Expert level knowledge of Salesforce Co-Pilot capabilities.</li> <li>Comprehensive understanding of the benefits of Co-Pilot for enhancing associate and customer satisfaction, boosting knowledge, reducing call misdirects, improving user experience, achieving cost savings, and decreasing average handle/call time.</li> <li>Ability to identify needed enhancements through metric analysis and quantify expected outcomes.</li> <li>Exceptional communication, organizational, and planning skills.</li> <li>Proven ability in Stakeholder Management.</li> </ul> Experience Required <ul type="disc"> <li>3+ years’ current experience working within a complex Salesforce - Lightning development environment</li> <li>3+ years’ current experience working on a Scrum and/or Agile team as Product Owner</li> <li>3+ years’ experience with creating documentation for communication with varied audiences</li> <li>2+ years’ experience working on complex development projects</li> <li>Location: Bridgewater, NJ; Cary, NC; Warwick, RI; or Tampa, FL</li> </ul> Experience Preferred <ul><li>3+ years call center experience</li></ul>

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