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Job Description: Job Title: Lead Transaction Manager – EMEA Lending Fulfilment Team Corporate Title: Vice President Location: Bromley Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Location Overview: Join our bustling Bromley office, situated in one of London’s greenest boroughs. Here you’ll find plentiful and easy commuting routes, with central London just 15 minutes away by train. Role Description: Here at our Bromley office, we are looking for an individual to join our EMEA Lending Fulfilment team as a Senior Operations Manager. The successful individual is required to have a solid understanding of project management, credit agreement (LMA), credit underwriting process and risk methodology risk culture. Our offshore team in India also plays a major part in day to day transaction processing therefore regular contact is maintained with this team to ensure client satisfaction is maintained. This job is responsible for managing a unit for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analysing, and resolving highly complex problems, ensuring compliance with policies, and developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow. Job expectations include managing employee performance, development, talent planning, and overseeing the budget, expenses, reporting, and forecasting. Responsibilities: • Ongoing review of syndicated loan and supporting finance &amp; security documentation • Covenant monitoring through the collection and analysis of financial statements and information, with immediate distribution and posting of required documentation to the wider lender group. • Facilitating deal amendments and handling the collection of lender votes within required timeframes • Manages staffing levels and capacities, prioritizes employee development by providing effective coaching and training, and shares constructive feedback to drive Operational Excellence • Oversees end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines • Develops and analyses procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas • Implements improvements to drive the growth to the overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness • Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment 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. • Breaks down barriers to create a more inclusive environment that supports company D&amp;I goals • Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations • Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success • Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization • Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance • Efficiently allocates and manages resources across the organization to drive short- and long-term profitability • Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs • Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage What we are looking for: • You will be Responsible for the ongoing management of a portfolio of syndicated loans • You will have extensive people management experience • You will have loan Administration/ Loans &amp; Agency Documentation Experience is Essential • You will loan product knowledge preferable • You will loan IQ experience • Great customer and client Focus • Good project management skills • Engaged from a O&amp;I standpoint • Experience with stakeholder engagement • Knowledge of risk methodology risk culture • Experience with process improvement delivery • Good communication skills. Skills that will help: • Microsoft Excel experience will be an advantage • Excellent organisational and prioritisation skills • Excellent communication skills at all levels • Attention to detail • Adaptability Benefits of working at Bank of America: UK • Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner • Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons • 20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum • The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc. • Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services. • Access to an Employee Assistance Program for confidential support and help for everyday matters • Ability to donate to charities of your choice directly through payroll and the bank will match your contribution • Opportunity to access our Arts &amp; Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions. • Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community. Bank of America: Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Bank of America

Lead Transaction Manager - EMEA Lending Fulfilment Team

<h3>Details </h3><ul> <li> Department: Med Surg</li> <li> Schedule: Full-time Weekend option</li> <li> Hospital: Ascension St. John Medical Center</li> <li> Location: Tulsa, OK</li> </ul>*Relocation assistance available!<h3>Benefits </h3>Paid time off (PTO) Various health insurance options &amp; wellness plans Retirement benefits including employer match plans Long-term &amp; short-term disability Employee assistance programs (EAP) Parental leave &amp; adoption assistance Tuition reimbursement Ways to give back to your communityBenefit options and eligibility vary by position. Compensation varies based on factors including, but not limited to, experience, skills, education, performance and salary range at the time of the offer.<h3>Responsibilities </h3>Provide direct nursing care in accordance with established policies, procedures and protocols of the healthcare organization.<ul> <li>Implement and monitor patient care plans.</li> <li>Monitor, record and communicate patient condition as appropriate.</li> <li>Serve as a primary coordinator of all disciplines for well-coordinated patient care. </li> <li>Note and carry out physician and nursing orders.</li> <li>Assess and coordinate patient's discharge planning needs with members of the healthcare team.</li> </ul><h3>Requirements </h3>Licensure / Certification / Registration:<ul> <li>BLS Provider obtained within 1 Month (30 days) of hire date or job transfer date required. American Heart Association or American Red Cross accepted.</li> <li>Registered Nurse credentialed from the Oklahoma Board of Nursing required.</li> </ul>Education:<ul><li>Diploma from an accredited school/college of nursing OR professional licensure at time of hire required.</li></ul><h3>Additional Preferences </h3>No additional preferences.<h3>Why Join Our Team </h3>Ascension St. John has been serving Northeast Oklahoma with compassionate, personalized care since 1926. Join more than 7,000 associates and find a rewarding healthcare career at one of our 6 hospitals and numerous other sites of care. When you join our care teams, you join a team dedicated to providing spiritually centered, holistic care which sustains and improves the health of the communities we serve.Ascension is a leading non-profit, faith-based national health system made up of over 134,000 associates and 2,600 sites of care, including more than 140 hospitals and 40 senior living communities in 19 states.Our Mission, Vision and Values encompass everything we do at Ascension. Every associate is empowered to give back, volunteer and make a positive impact in their community. Ascension careers are more than jobs; they are opportunities to enhance your life and the lives of the people around you.<h3>Equal Employment Opportunity Employer </h3>Ascension provides Equal Employment Opportunities (EEO) to all associates and applicants for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity or expression, pregnancy, childbirth, and related medical conditions, lactation, breastfeeding, national origin, citizenship, age, disability, genetic information, veteran status, marital status, all as defined by applicable law, and any other legally protected status or characteristic in accordance with applicable federal, state and local laws.For further information, view the <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">EEO Know Your Rights (English)</a> poster or <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRightsSp_10_20.pdf" target="_blank">EEO Know Your Rights (Spanish)</a> poster.As a military friendly organization, Ascension promotes career flexibility and offers many benefits to help support the well-being of our military families, spouses, veterans and reservists. Our associates are empowered to apply their military experience and unique perspective to their civilian career with Ascension.<a href="https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank">Pay Non-Discrimination Notice</a>Please note that Ascension will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Ascension will not solicit money or banking information from applicants.<h3>E-Verify Statement </h3>This employer participates in the Electronic Employment Verification Program. Please click the E-Verify link below for more information. <a href="https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf" target="_blank">E-Verify</a>

Ascension

RN Registered Nurse Med Surg

Req ID: 76581 Location: Tulsa -TUL Areas of Interest: Digital Technology Pay Transparency Salary Range: Not Available Application Deadline: 06/15/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> The IT department at BOKF drives the bank’s cutting-edge technology infrastructure and prioritizes cybersecurity, ensuring seamless and secure digital operations. From supporting robust data centers to safeguarding sensitive financial data, we are always at the forefront of innovation, implementing the latest technologies to elevate banking services. Our dedicated teams provide strategic and comprehensive support, meeting the ever-changing needs of both clients and employees across the entire enterprise. <h2>Job Description</h2> The Site Reliability Engineer III is primarily responsible for designing, building and maintaining efficient large-scale systems. Site Reliability Engineering (SRE) is an engineering discipline that combines software and systems engineering to build and run large-scale, distributed, fault-tolerant systems. The SRE III ensures that applications have reliability and the appropriate uptime for users' needs with a fast rate of improvement. Maintain application capacity and performance. <h2>Team Culture</h2> Our mission is to empower our company, teammates and customers through the delivery of resilient and customer-centric technology. We achieve this by leveraging our expertise in technology and deep understanding of our business units. <h2>How You'll Spend Your Time</h2> <ul> <li>You will design, develop, test, and deploy applications and services while identifying and improving operational processes.</li> <li>You will collaborate with cross-functional teams to enhance monitoring tools and understand complex data and security flows.</li> <li>You will perform job scheduling tasks, including writing, reading, and troubleshooting job plans.</li> <li>You will triage and resolve technical escalations, develop scripts and stored procedures, and support live deployments.</li> <li>You will analyze real-time data, advise stakeholders on issues, and apply RDBMS principles in designing data structures.</li> <li>You will apply architectural governance, manage technology assets, and follow IT and SOA standards.</li> <li>You will utilize Agile, Scrum, and Kanban methodologies to organize and execute project tasks with moderate supervision.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business, Computer Technology/Science, or a related field and 8+ years of experience in MIS or equivalent related field or 15 years of work-related experience. <ul> <li>Proficient in Java, Python, Linux, scripting</li> <li>Experience with cloud compute technologies, network monitoring, data processing and analytics, kubernete architecture and deployment and / or terraform infrastructure strategies.</li> <li>Experience with datacenter monitoring, service-oriented systems, micro-services</li> <li>Experience with networking monitoring, networking protocols, SNMP, syslog, network telemetry, REST API</li> <li>Experience with Scrum &amp; Agile Methodologies working knowledge of simple to moderate job scheduling systems and how to create job schedules</li> <li>Proficient in Software Integration Systems e.g., MuleSoft, SSIS, etc.</li> <li>Experience with technical infrastructure principles e.g., Windows Server, UNIX, Tomcat, IIS. RDBMS principals, Microsoft SQL. Experience driving applications and infrastructure upgrades.</li> <li>Knowledge of Quality/Testing Methodologies</li> <li>Experience with disaster recovery application</li> <li>Excellent organizational, verbal, and written communication skills</li> <li>Experience in system architecture</li> <li>Experience with automation pipelines</li> <li>Experience with CI/CD</li> </ul> Preferred Experience: • System Design and Architecture: Collaborate with software engineers and architects to design and implement scalable and reliable systems. • Monitoring and Incident Response: Develop and maintain monitoring tools and dashboards to ensure system health and performance. Respond to incidents and outages, performing root cause analysis and implementing corrective actions. • Automation and Scripting: Create and maintain automation scripts to streamline operations and reduce manual intervention. • Performance Optimization: Analyze system performance and identify bottlenecks. Implement solutions to improve efficiency and reduce latency. • Capacity Planning: Forecast system capacity needs and plan for future growth. Ensure systems can handle increased load and traffic. • Security and Compliance: Ensure systems adhere to security best practices and regulatory requirements. Implement security measures to protect sensitive data. • Documentation: Maintain comprehensive documentation of system architecture, configurations, and procedures. • Collaboration: Work closely with development, operations, and security teams to ensure seamless integration and deployment of new features and updates. <h2>Working Conditions &amp; Physical Requirements</h2> Office BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Site Reliability Engineer III

Magier AI

Enterprise Growth & Business Development Lead

Matrix Service Company

Hiring Coordinator

<h2>Job Details</h2> Job Location Tulsa-Yale - Tulsa, OK Position Type Full Time Education Level 4 Year Degree Travel Percentage Negligible Job Shift Day Job Category Banking <h2>Description</h2> The Testing Compliance Manager is responsible for maintaining the Compliance Testing Program in support of the Bank’s Compliance Management Program to meet the ongoing objectives of Stride Bank and to ensure all banking rules, regulations, and statutory requirements are met. PRINCIPLE DUTIES AND RESOPONSIBILITIES <ol> <li>Leads a team of compliance testing analysts in planning, executing, and reporting the results of regulation-based compliance testing. </li> <li>Provides guidance to staff regarding complex compliance issues.</li> <li>Evaluates team member performance through quality assurance reviews, performance evaluations and coaching.</li> <li>Fosters a positive work environment focused on developing individual team member skills through learning and growth opportunities.</li> <li>Maintains a Compliance Testing Program, procedures and processes to ensure compliance testing activities are performed consistently and with high quality.</li> <li>Maintains a risk-based regulatory compliance testing schedule.</li> <li>Updates the Bank’s testing strategy and schedule as warranted by regulatory or business changes. Maintains knowledge of changes through partnership with business stakeholders and compliance team members.</li> <li>Forms strong relationships with key first line of defense and second line of defense partners.</li> <li>Develops a strong understanding of business processes and controls to identify regulatory risk exposure.</li> <li>Reviews test workpapers, reports, and recommendations to ensure team members help stakeholders understand any issues identified.</li> <li>Delivers and explains difficult messages, when necessary.</li> <li>Summarizes testing results and prepares reports with sufficient detail to help Senior Management understand any issues noted and action plans to address weaknesses.</li> <li>Provides reports to Senior Management and the Board on overall testing results and trends.</li> <li>Provides periodic status reporting to the various Management and Board-level governance committees.</li> <li>Serves as resource for internal and external compliance inquiries, conducting research and providing support/guidance as necessary.</li> <li>Participates in any third party (OCC, VISA, etc.) audit requests pertaining to compliance.</li> <li>Leads special projects and initiatives as assigned.</li> </ol> <h2>Qualifications</h2> EDUCATION AND/OR EXPERIENCE <ul> <li>Bachelor’s degree, or equivalent work experience, required.</li> <li>5-7 years’ experience in banking industry, required.</li> <li>CRCM certification, preferred.</li> </ul> KNOWLEDGE, SKILLS, AND ABILITIES <ul> <li>Ability to work in a fast paced and rapidly evolving market.</li> <li>Strong analytical and conceptual thinking skills, with the ability to solve problems and make decisions using data.</li> <li>Knowledge of existing and emerging bank regulations.</li> <li>Knowledge of audit processes and compliance with required reporting. </li> <li>Ability to analyze compliance procedures and standards.</li> </ul>

Stride Bank

Compliance Manager, Testing

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 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: • 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. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • 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. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Southampton - Russian language required

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: As part of the Accounting Policy Group, this individual will need an advanced level of technical accounting expertise. Primary responsibilities include maintaining the accounting policy and reporting standards for the global investment bank and commercial bank and working with Finance and Front Office personal to provide accounting guidance and solutions to complex accounting issues to ensure compliance with applicable technical accounting and regulatory standards. In addition, this person will have strong communications skills, including drafting technical memos and presenting relevant accounting considerations to Company leadership. Responsibilities: <ul> <li>Provide complex accounting guidance to CAO, Corporate Treasurer, Corporate and Legal Entity Controllers, Line of Business CFOs and their staff, primarily related to transactions involving debt securities, derivatives, hedge accounting strategies &amp; leasing transactions.</li> <li>Reviews new products and complex structured transactions. Includes participation in internal product review committee processes</li> <li>Participate in maintaining and keeping current the Corporation’s Accounting Policy Manual for assigned areas.</li> <li>Assist implementation efforts for new accounting standards, primarily US GAAP</li> <li>Assist SEC Financial Reporting and Legal Entity Controllers (LEC) teams in developing financial statement disclosures in accordance with applicable U.S. GAAP</li> <li>Be responsible for monitoring and interpreting various emerging technical issues related to U.S. GAAP and regulatory capital standards applicable to financial holding companies and participation in comment letters</li> </ul> <ul> <li>Maintain advanced knowledge of SEC and GAAP reporting requirements and lead in-house education sessions</li> <li>Acts in an advocacy role on behalf of the bank with accounting standard setters and various industry organizations</li> <li>Reviews and/or writes sections of the Corporation's ‘34 Act SEC filings</li> <li>Drafts comment letters to standard setters</li> <li>Drafts responses to SEC review comments</li> <li>Interacts directly with External &amp; Internal audit engagement management and staff</li> </ul> Required Qualifications: <ul> <li>8+ years of accounting experience </li> <li>Strong understanding of accounting standards applicable to financial instruments</li> <li>Understanding of Bank regulations including SEC requirements</li> <li>Strong communication skills including written and oral presentation skills with an ability to interact at different levels of the organization</li> <li>Self-Motivated</li> <li>Excellent time management and organization skills</li> <li>Effectively work across teams within the organization to implement accounting standards and lead projects</li> </ul> <ul><li>Proven experience to understand and dissect complex transactions, specifically as it relates to hedge accounting transactions </li></ul> Desired Qualifications: <ul> <li>Big-4 advisory or accounting policy experience</li> <li>Bachelor’s Degree</li> </ul> Skills: <ul> <li>Data and Trend Analysis</li> <li>Financial Accounting</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Regulatory Compliance</li> <li>Risk Management</li> <li>Attention to Detail</li> <li>Continuous Improvement</li> <li>Financial Analysis</li> <li>Project Management</li> <li>Reporting</li> <li>Analytical Thinking</li> <li>Oral Communications</li> <li>Regulatory Relations</li> <li>Stakeholder Management</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Manager Accounting Policy-CFO Group

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 phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): • Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications • Focuses daily on service to sales with existing Merrill clients • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals You’re the kind of person that (required skills): • Is client-focused with a passion for excellence and a positive team attitude. • Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment. • Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. • Is an effective communicator with an aptitude for sales and relationship management • Has strong computer skills • Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66. • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication. • Is ambitious, disciplined, hardworking, resilient and willing to learn. You’ll be even more prepared if you have (desired skills): • A bachelor’s degree, or 1-2 years of experience in a performance-based environment. • The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses. • Leadership capabilities. Skills Used in this Role: • Establishing Trust • Customer Service • Overcoming Objections • Consulting • Risk Management • Organization • Critical Thinking • Conflict Resolution • Building Rapport • Active Listening • Customer Focus • Analytical Thinking Additional Skills: •Attention to Detail •Critical Thinking •Customer and Client Focus •Oral Communications •Prioritization •Active Listening •Decision Making •Emotional Intelligence •Result Orientation •Written Communications •Account Management •Adaptability •Client Experience Branding •Coaching •Referral Identification Shift:1st shift (United States of America) Hours Per Week: 40

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

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 moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Responsibilities: <ul> <li>Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures</li> <li>Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service</li> <li>Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions</li> <li>Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Written Communications</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Line of Business Job Description: Within WMO, the Personal Retirement Operations team is responsible for supporting processing for History File, Special Distributions, 72t, Plan Loans, Special Investments, Escalations, and RDT email support. <ul> <li>Gains a full understanding of each request with careful reading, research and application of product knowledge</li> <li>​Selects and executes moderately complex transaction processing and reconciliation with medium to large monetary impact according to established guidelines and procedures and within applicable systems</li> <li>Communicates effectively and efficiently with the requestor via email to resolve any issues preventing the completion of the request</li> <li>Documents all actions taken in the applicable system accurately and in a business writing style</li> <li>​Meets or exceeds productivity and quality goals</li> <li>Adapts to ever changing products and services</li> <li>​Complies with all Bank of America policies</li> </ul> Required Skills: <ul> <li>​Account Management: ability to provide services and support to clients</li> <li>Numerical Reasoning: ability to recognize when a mathematical result is incorrect especially when adding, subtracting, multiplying, dividing and applying percentages</li> <li>Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications</li> <li>Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently</li> <li>Relationship Building: The ability to develop, establish, and maintain ethical connections and long-term relationships with individuals necessary to complete processes and deliver the desired client experience</li> <li>Research: ability to gather information from a system, review, analyze and interpret the results to support a recommendation or solution for a client request</li> <li>Written Communications: ability to clearly convey information in written form through email in a way that easily enables the resolution of request</li> <li>Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment</li> </ul> Desired Skills: <ul> <li>Previous QA experience</li> <li>Previous retirement account experience</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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