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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: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: - Series 7 &amp; 66 required (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction Desired Qualifications: - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Investment Consultant II - Merrill Premium

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! Enterprise Financial Risk (EFR) Overview: Enterprise Financial Risk (EFR) seeks to deliver effective independent risk management of the activities and processes associated with managing the Company’s capital, liquidity and interest rate risks, including price risk in the CFO managed securities portfolio. As the Chief Risk Officer (CRO) function covering the Chief Financial Officer (CFO) Group, we also bring together a holistic point of view across all seven risk types for the Company’s CFO. The team helps Bank of America grow responsibly through developing our teammates, promoting a diverse and inclusive culture, and approaching our work with intellectual curiosity. EFR delivers its mission through a steadfast commitment to its values: cultivating diversity of thought and valuing different perspectives and experiences; promoting learning, fostering relationships and creativity; and developing talent, advancing careers, and creating leaders within Global Risk Management and across the company. Our goal is to ensure that a healthy and sustainable liquidity, capital, and interest rate risk (IRR) profile is maintained through baseline economic scenarios, as well as during times of market and idiosyncratic stress. Department Overview: Enterprise Capital Risk Management (ECRM) is a department within Enterprise Financial Risk (EFR). This group is responsible for providing an independent assessment of Bank of America’s Capital adequacy and the risk to our capital position(s), as described within BAC’s Risk Framework. The department’s aim is to support Bank of America’s purpose in making financial lives better through responsible growth. This is accomplished by providing an independent perspective on the effective utilization of Bank of America’s Capital resources and ensuring we understand all the risks that could impact our Capital resources. The goal of the department is that a healthy and sustainable Capital profile is maintained through a business-as-usual environment and also during times of stress. Role Summary: Operating within BAC’s Risk Framework, understand and drive all components of the end-to-end Capital/Capital Risk management process/program for the Enterprise. As a Risk horizontal team, it is our role to ensure the Enterprise is provided and adheres to our Capital Management policy and any resultant standards and guidance. Key components of the Capital/Capital Risk Management program include appropriate risk identification across the 8 lines of business and legal entities, establishment of effective forecasting and stress testing processes across a range of scenarios, and establishment of risk monitoring processes across the 8 lines of business and legal entities, including the review and challenge of Board and Management Level Risk Appetite Limits for our Enterprise and material subsidiaries. In addition to our key Risk Framework responsibilities, ECRM is responsible for completing our independent risk management mandate including ensuring the Company’s capital calculations (spot and forecasted) are appropriate, including any changes to the calculations, up to and including Basel 3 Endgame. Key Responsibilities: <ul> <li>Review and challenge key capital management activities, including capital planning and forecasting (including CCAR Capital Plan and Recovery and Resolution Plans), capital risk appetite limits, Line of Business capital allocations and capital actions</li> <li>Review and challenge market risk RWA models, methodologies and results, including Fundamental Review of the Trading Book (FRTB) implementation.</li> <li>Support EFR coverage of Basel 3 Endgame by executing capital calculation testing and performing review and challenge of regulatory rule interpretations and rule compliance documentation</li> <li>Develop and demonstrate acumen for the identification of capital risks and mitigates (including market and economic environment and connectivity to other risk stripes)</li> <li>Ensure understanding of the business processes that may increase our risk, as well as the mitigates to that risk</li> <li>Assist in the establishment and execution of all Enterprise Risk Management Program requirements</li> <li>Coordinate and conduct execution of risk framework activities that are the responsibility of EFR, including but not limited to independent review and risk assessment of front line owned processes (e.g. capital calculation, capital forecasting, etc.)</li> <li>Conduct and ensure appropriate and adequate documentation for all independent risk reviews and risk points of view, including appropriate escalation and communication to Senior Management</li> <li>Conduct and document risk’s acceptance and understanding of the capital impacts from new products and new transactions</li> <li>Deliver effective review and challenge of front-line owned processes that generate or impact our risk or Capital position</li> <li>Draft and communicate executive and committee messaging on a regular basis in a variety of formats, including power point and MS Word</li> <li>Support corporate-wide risk related initiatives, including regulatory change</li> <li>Enhance the Risk landscape, by ensuring our balance sheet and business model is appropriately stressed across a variety of scenarios, baseline to bankruptcy (resolution)</li> <li>Provide subject matter expertise related to Capital risk management process and Capital stress testing to the Risk verticals teams, Corporate Treasury and other partners across the enterprise, in order to drive the execution of the stress testing framework and ensure Risks identified are reflected across all scenarios</li> </ul> Critical success measures: <ul> <li>Deliver against the book of work for Enterprise Capital/Capital Risk Management</li> <li>Ensure that we are providing appropriate monitoring and analysis that allow us to support high quality risk insights</li> <li>Connection to and execution of responsibilities of the independent risk function</li> </ul> Core Competencies: <ul> <li>Vision- Takes a long-term view and builds a shared vision with others; acts as a catalyst for organization change. Influences others to translate vision into action</li> <li>Communication- Can articulately paint credible pictures &amp; visions of possibilities and likelihoods</li> <li>Resilience- Deals effectively with pressure; remains optimistic and persistent, even under adversity. Recovers quickly from setbacks. On occasion required to take an unpopular stand</li> <li>Collaboration- Develops networks and builds alliances; collaborates across boundaries to build Capital relationships and achieve common goals. Influencing and negotiating across external stakeholders (regulators) as well as internal groups including LOB Risk teams, Corporate Treasury, GRRP, Audit &amp; Compliance to drive execution</li> <li>Interpersonal Skills- Treats others with courtesy, sensitivity, and respect. Considers and responds appropriately to the needs and feelings of different people in different situations</li> <li>Developing Others- Develops the ability of others to perform and contribute to the organization by providing ongoing feedback and by providing opportunities to learn through formal and informal methods</li> </ul> Key Requirements: <ul> <li>Strong analytical skills, including both analysis of financial data and written reports</li> <li>3-5 years of Treasury, Finance, Accounting or Risk Management experience. Note, Diverse backgrounds or experiences welcomed; however knowledge of capital rules and application of the rules and capital markets product knowledge a plus</li> <li>Proficiency with PowerPoint and Excel. Writes in a clear, concise, organized, and convincing manner for the intended audience</li> <li>Experience with SQL or other programming languages a plus. Role may require querying databases and/or building risk management dashboards</li> <li>Strong business-centric mindset with ability to utilize sound business judgment and tailor approach to drive optimal business outcomes</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Credit and Risk Assessment</li> <li>Critical Thinking</li> <li>Portfolio Analysis</li> <li>Decision Making</li> <li>Oral Communications</li> <li>Presentation Skills</li> <li>Technical Documentation</li> <li>Written Communications</li> <li>Active Listening</li> <li>Issue Management</li> <li>Liquidity Management</li> <li>Monitoring, Surveillance, and Testing</li> <li>Regulatory Compliance</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Enterprise Financial Risk Capital Risk Sr. Specialist

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! Bank of America is seeking a motivated and detail oriented Treasury Onboarding Analyst to join the North America Investment Management onboarding team, supporting Financial Institutions Group (FIG) clients within our Global Payment Services (GPS) business. This role is responsible for managing the onboarding process for a wide range of complex global clients including asset managers, private capital firms, broker-dealers, and exchanges and plays a critical role in delivering a smooth and timely onboarding experience. The Onboarding Specialist will work closely with Treasury Sales Officers (TSOs), clients, and internal partners across AML, Tax, Fulfillment and operations. The ideal candidate is a forward thinking problem solver with strong attention to detail, who can manage complex workflows and help identify ways to simplify and enhance existing processes. This role offers the opportunity to work directly with clients, contribute to complex onboarding initiatives, and play a visible role in supporting Bank of America’s largest Global GPS clients with a best in class onboarding experience. Key Responsibilities: <ul> <li>Manage end-to-end onboarding for institutional investment management clients in coordination with TSOs.</li> <li>Serve as the central point of contact for onboarding activity, including document collection, issue resolution, and internal coordination.</li> <li>Build a deep understanding of the bank's onboarding practices and AML KYC policies, as well as entity structures as it relates to asset managers and private capital.</li> <li>Communicate onboarding and regulatory documentation requirements to clients and ensure timely, complete submissions.</li> <li>Conduct initial reviews of documentation for accuracy; flag and resolve gaps in coordination with internal partners.</li> <li>Initiate AML, KYC and tax processes and ensure regulatory requirements are addressed promptly and accurately.</li> <li>Provide clients and internal teams with regular updates, including progress trackers and detailed action items.</li> <li>Schedule and lead weekly onboarding calls with clients and internal stakeholders to track progress and maintain alignment.</li> <li>Maintain accurate client and account data in internal systems, with attention to tax, legal, and hierarchical coding.</li> <li>Identify and recommend opportunities to simplify, enhance, and streamline onboarding processes and documentation workflows.</li> <li>Contribute to onboarding reporting and metrics, including cycle times, documentation quality, and key risk indicators.</li> </ul> Job Qualifications: <ul> <li>Bachelor's Degree or equivalent work experience</li> <li>5 years of experience in client onboarding, treasury services, operations, or compliance within financial services.</li> <li>Experience working with institutional clients such as asset managers, private capital firms, broker dealers, and exchanges.</li> <li>Strong familiarity with cash management and treasury products, including account structures, fx, liquidity, card, and payment solutions.</li> <li>Understanding of AML, KYC, FATCA, CRS, and other relevant regulatory frameworks.</li> <li>Excellent communication skills, with the ability to engage clients and internal stakeholders professionally and clearly.</li> <li>Organized, proactive, and capable of managing multiple onboarding streams and meeting deadlines.</li> <li>Problem-solving mindset and interest in driving continuous improvement in onboarding processes.</li> <li>Proficiency in Microsoft Office; familiarity with SalesForce, Tableau, Mark-it, and onboarding workflow tools is a plus.</li> <li>Certifications in CTP, ACAMS, CAMS a plus but not required.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Sales Associate - Onboarding Specialist

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! 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 Schedule: Monday - Friday, some Saturdays required Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage II - Union Square-14th 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 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! RESPONSIBILITIES: <ul> <li>Design and develop complex requirements to accomplish business goals.</li> <li>Ensure that software is developed to meet functional, non-functional, and compliance requirements.</li> <li>Act as a liaison between business and technical by planning, conducting, and directing the analysis of highly complex business problems to be solved with automated systems.</li> <li>Perform a crucial role in Agile Software Development by contributing to story refinement/defining requirements, participating in estimating work necessary to realize a story/requirement through the delivery lifecycle.</li> <li>Coordinate with Business and IT across all phases of SDLC utilizing Agile and Waterfall methodologies to ensure timely and quality software delivery.</li> <li>Utilize FRTB, CCAR, BASEL II, BASEL III, EMIR, Dodd-Frank and other regulatory frameworks for implementation of regulatory and risk management applications.</li> <li>Utilize in-depth understanding of derivatives, fixed income products, equity, securities financing and FX to effectively analyze the business requirement, its scope and impact on system implementation.</li> <li>Design detailed System Specifications using SQL, Oracle, ETL, and programming languages including Java, C, C++ and Python.</li> <li>Use Trading and Risk systems including Polypaths, Calypso, Murex, GMI and Consensys to recognize the generation and flow of Data for E2E system integration.</li> <li>Create detailed analytical and testing documents including BRD and FSDs to help User and Technical team with their tasks.</li> <li>Remote work may be permitted within a commutable distance from the worksite.</li> </ul> REQUIREMENTS: <ul> <li>Bachelor's degree or equivalent in Engineering (any), Computer Information Systems, Management Information Systems or related: and</li> <li>5 years of progressively responsible experience in the job offered or a related IT occupation.</li> <li>Must include 5 years of experience in each of the following:</li> <li>Coordinating with Business and IT across all phases of SDLC utilizing Agile and Waterfall methodologies to ensure timely and quality software delivery;</li> <li>Utilizing FRTB, CCAR, BASEL II, BASEL III, EMIR, Dodd-Frank and other regulatory frameworks for implementation of regulatory and risk management applications;</li> <li>Utilizing in-depth understanding of derivatives, fixed income products, equity, securities financing and FX to effectively analyze the business requirement, its scope and impact on system implementation;</li> <li>Designing detailed System Specifications using SQL, Oracle, ETL, and programming languages including Java, C, C++ and Python;</li> <li>Using Trading and Risk systems including Polypaths, Calypso, Murex, GMI and Consensys to recognize the generation and flow of Data for E2E system integration; and,</li> <li>Creating detailed analytical and testing documents including BRD and FSDs to help User and Technical team with their tasks.</li> </ul> If interested apply online at <a href="http://www.bankofamerica.com/careers" target="_blank">www.bankofamerica.com/careers</a> or email your resume to <a href="#">bofajobs@bofa.com</a> and reference the job title of the role and requisition number. EMPLOYER: Bank of America N.A. Shift:1st shift (United States of America) Hours Per Week: 40

Vice President; Software Engineer

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. Responsible for performing proactive lead generation, business development engagements via industry conferences and client calling, lead formal client engagements from sourcing, RFP responses, pricing strategy, formal pitches and software demonstrations, during formal presentation of the Bank of America offering. The candidate will have in depth knowledge of our payables offering across the Global Transaction Services platform, including Corporate Travel and Purchasing Cards, Virtual Payables and Travel Cards, Comprehensive Payables and other B2B payables products. Own sales efforts, through proactive prospect lead generation, and the development and nurturing of client relationships Continual 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 Writing RFI/RFP responses and delivering best and final presentations to clients and their leadership team Creating and driving formalized routines with all regions and key business partners such as Product Management, Treasury Sales, Relationship Management, Implementations, Customer Service, Account Management and Product Sales, and executive leadership Briefing senior leaders on sales efforts, deal overview and strategy to win Being the voice of our clients to drive innovation and enhancements to our product offering on a regular and formal basis Partnering with the broader bank organization to gain access to senior level contacts within prospects/client Conducting and leading client presentations in person, over the telephone and via WebEx, to all levels of client organizations, including senior treasury, finance, purchasing and travel management teams Performing platform/technology demonstrations, and communicating features and benefits to clients Pricing deals and leading pricing and contract negotiations with clients Developing and delivering internal training sessions on products, services and value proposition to Treasury Sales and Relationship Management Teams, and other business partners Representing organization at internal and external client conferences and trade shows, and generating new leads for Card and Comprehensive Payables business Required Skills BA/BS Degree or equivalent work experience Minimum 3 years of experience in the payables marketplace, with an understanding of the competitive landscape and regional marketplace variations Global Commercial Card &amp; Comprehensive Payables subject matter expertise, in sales, account management or product role Sales experience within a large, global financial institution Knowledge of treasury management and card and comprehensive payables services Project management skills Experience in Accounts Payable Proven ability to work in a demanding, fast-paced global environment Experience working within a highly matrixed organization Strong communication skills – both verbal and written World-class presentation skills Proven leadership skills across multiple organizations Ability and desire to think creatively to deliver business results, both independently and as part of a team Experience leading technology demonstrations and discussions Ability to manage multiple projects simultaneously Skilled in working with Microsoft Office applications 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. **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** 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: <ul> <li>Experience in financial services and knowledge of financial services industry, products and solutions</li> <li>One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals</li> <li>Six months of cash handling experience</li> <li>Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​</li> </ul> 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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators. Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - LA North Orange

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That’s why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don’t need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.At Workday, we value our candidates’ privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers. Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.About the TeamWorkday is the leader in enterprise-class, software-as-a-servic​e​ (SaaS) solutions for managing global businesses. Workday’s Professional Services Delivery teams are driven by a passion for our products and the success of our customers in implementing and generating the highest value possible from our outstanding cloud solutions. We’re a diverse group of people, with an invaluable mix of experiences and backgrounds, located across multiple locations. We are committed to diversity and inclusion expressed in the VIBE (Value, Inclusion, Belonging, Equity) approach: At Workday, we VIBE™ Our team lives and breaths Workday’s core values with ‘Employees’ being the first one.About the RoleThe Sr. Engagement Manager will be an expert with the Workday Deployment Methodology. They will lead/manage mid to large deployments and resolve complex issues in creative and effective ways. They will also support executive level expectations by providing internal suggestions to management, based on field experience, as to how to potentially enhance the Workday Deployment Methodology.<ul> <li>Become a guide in Workday's Implementation Methodology and demonstrate it on all engagements.</li> <li>Lead the implementation of 2-4 simultaneous projects.</li> <li>Show strength in the Workday product suite - HCM, Payroll, and/or Financials.</li> <li>At times, participate in the sales cycle to gather requirements, formulate delivery approach, and develop a proposal/SOW.</li> <li>Provide guidance and mentoring to those Professional Service resources working on their implementations.</li> <li>Ensure projects are accurately planned and staffed.</li> <li>Work with the internal customer project manager to identify/resolve all issues that could impact project scope and/or timeframes.</li> <li>Present at Executive Steering Committee meetings.</li> <li>Ensure the client takes advantage of Workday standard methodologies.</li> <li>Be a liaison for professional services when interacting with sales and/or development.</li> <li>Find opportunities to position other service offerings.</li> <li>Ensure the client can serve as a reference upon completing their implementation.</li> <li>Assist in the transition of the customer from professional services to product support.</li> <li>Ensure the project is delivered within the budget outlined in the SOW.</li> <li>Present client with change orders in the event they're asking Workday to perform tasks that are outside the scope of the SOW.</li> </ul>About YouBasic Qualifications<ul> <li>3+ years experience of project management with HCM, Payroll, Financial or Student implementations within medium enterprise, large enterprise, higher education and/or state and local governments.</li> <li>3+years of experience implementing Workday, Oracle, SAP, PeopleSoft or similar applications.</li> </ul> Other Qualifications<ul> <li>Consulting experience either as an internal consultant or with a consulting/software company.</li> <li>Experience implementing Workday, Oracle, SAP, PeopleSoft, or similar application.</li> <li>Solid grasp with at least one of the following business areas: Human Resources, Benefits, Payroll, General Ledger, Accounts Payable/Receivable, Services procurement.</li> <li>Project Management experience.</li> <li>Excellent communication, organization, time management, and social skills.</li> <li>Passion for customer service.</li> <li>Business development skills.</li> <li>Knowledge of Internet technology and cloud-based applications.</li> <li>Previous experience with a major systems integrator and/or an enterprise software company a plus.</li> <li>Previous service sales experience a plus. Successful candidates have a balance of functional (business) and technical experience.</li> <li>Ability to travel up to 50%</li> </ul> Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits, please <a href="http://workdaybenefits.com/us/welcome-to-workday-benefits/prospective-workmates" target="_blank">click here</a>.Primary Location: USA.GA.AtlantaPrimary Location Base Pay Range: $122,800 USD - $184,200 USDAdditional US Location(s) Base Pay Range: $116,700 USD - $207,200 USD Our Approach to Flexible Work With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Workday

Sr Engagement Manager - Diversified Industries

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. *Bi-Lingual Spanish Required 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 **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Eastern Long Island Market (Bi-Lingual Spanish Required)

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>Bilingual Spanish strongly preferred</li> <li>Bilingual Portuguese in a plus</li> <li>Series 7 &amp; 66 (63/65) preferred. If not currently held, willing to obtain within 6 months.</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

328 Jobs in Morristown, NJ 07960, USA