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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for 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. • Bilingual Spanish Preferred 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

Bank of America

Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. Line of Business Job Description: Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. ​Responsibilities: <ul> <li>Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines</li> <li>Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.</li> <li>Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements</li> <li>Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met</li> <li>Ensure all jurisdictional regulatory requirements related to KYC are adhered to</li> <li>Support business with KYC related queries and requests</li> <li>Participate in remediation, internal/external Audits (where applicable)</li> <li>Maintains accuracy of client portfolio using internal and external comparison tools</li> <li>Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling</li> <li>Explores methods to enhance processes, further reduce risks, and boost client experience</li> <li>Partners with colleagues on the trade and sales support teams, as well as external agents</li> <li>Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting</li> <li>Escalates potential risks and exposures to manager in a timely manner</li> <li>Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions</li> </ul> Job Requirements: <ul> <li>2+ years of financial services experience</li> <li>Excellent verbal and written communications skills</li> <li>Documented experience performing in a process-oriented production environment that changes periodically</li> <li>Familiar with MS Office Suite (Excel/Word/Outlook/Access) </li> <li>Work in a team environment</li> <li>Organize work, prioritize tasks and handle multiple assignments simultaneously</li> <li>Successfully meet tight deadlines while ensuring data accuracy and integrity</li> <li>Work and execute with minimal supervision or remote management </li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Data Collection and Entry</li> <li>Recording/Organizing Information</li> <li>Research</li> <li>Fraud Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Problem Solving</li> <li>Quality Assurance</li> <li>Risk Management</li> <li>Adaptability</li> <li>Customer and Client Focus</li> <li>Prioritization</li> <li>Result Orientation</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

AML Refresh Ops - Ops Sr. Analyst MKTS

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products. Anti-Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. Primary responsibilities of the Operations Professional Markets will include: <ul> <li>Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines aligned to more complex Jurisdictions and/or client structures.</li> <li>Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.</li> <li>Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements</li> <li>Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to Ensure all refresh requirements are met</li> <li>Ensure all jurisdictional regulatory requirements related to KYC are adhered to</li> <li>Support business with KYC related queries and requests</li> <li>Participate in remediation, internal/external Audits </li> <li>Confirms loan documentation for accurate trade settlements</li> <li>Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups</li> <li>Manages post-trade management and logistics, settlement pricing, and closing coordination</li> <li>Analyzes and resolves highly complex operational problems</li> <li>Supports ad-hoc projects for new processes or industry initiatives</li> <li>Processes loans end-to-end with accurate data input into various credit and operating systems</li> </ul> Required Skills: <ul> <li>2+ years financial services experience, with at least one year of AML and/or KYC experience</li> <li>Documented experience performing in a process-oriented production environment that changes periodically</li> <li>Appropriately identify and escalate risk</li> <li>Expert experience with MS Office Suite (Excel/Word/Outlook/Access)</li> <li>Proven ability to work in a team environment</li> <li>Proven ability to organize work, prioritize tasks and handle multiple assignments simultaneously</li> <li>Proven ability to successfully meet tight deadlines while ensuring data accuracy and integrity</li> <li>Proven ability to work and execute with minimal supervision</li> <li>Excellent verbal and written communications skills</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Data Collection and Entry</li> <li>Recording/Organizing Information</li> <li>Research</li> <li>Fraud Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Problem Solving</li> <li>Quality Assurance</li> <li>Risk Management</li> <li>Adaptability</li> <li>Customer and Client Focus</li> <li>Prioritization</li> <li>Result Orientation</li> <li>Written Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

AML Refresh - Ops Professional MKTS

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Master Data Hub (MDH) Operations Specialist will have a leading role in maintaining the MDH platform as defined by the Product teams. Our Operations team is responsible for level 2 end user support, release support as well as production availability for over 10 ServiceNow instances &amp; Remedy environments. This role will provide hands on technical expertise to resolve service availability issues which includes coordinating cross team efforts to perform root cause analysis and problem resolution. You will work in a team environment to plan and implement software (or hardware) changes. We participate in various phases of the application lifecycle including plan, server build and software installation, release implementation, continuous improvement, and decommission. As the support for MDH takes shape, sharing knowledge and developing a documentation library as a team will be essential to our success. This job is responsible for leading the planning, designing, and implementation of complex infrastructure solutions to meet deployment requirements aligned with available playbooks and technical blueprints. Key responsibilities include providing and communicating technology solutions across audiences and overseeing projects and activities related to special initiatives or operations. Job expectations include leading the resolution process for problems, adhering to defined practices and policies to obtain results, and establishing input/output processes and working parameters for systems. Responsibilities: <ul> <li>Maintain and support the MDH platform while adhering to bank policies and standards</li> <li>Respond to incidents for application availability issues as part of on-call duties</li> <li>Respond to incidents/pages for application functional issues or questions as part of daily duties</li> <li>Use your technical knowledge to triage service availability issues and restore service</li> <li>Research and resolve system defects, lead root cause analysis, and drive permanent resolution</li> <li>Ensure appropriate monitoring is in place and maintained to ensure application availability</li> <li>Participate in software release implementation meetings</li> <li>Participate in and coordinate maintenance activities</li> <li>Prepare and maintain application support/process documentation</li> <li>Develop management jobs, automation routines, or deployment scripts</li> <li>Fulfills requests from business users and operations, communicates technical status updates with appropriate teams, and oversees stability, resiliency, reliability, and the performance of multiple supported systems</li> <li>Mentors other team members and provides technical leadership</li> <li>Captures and translates business requirements into complex infrastructure and/or system design for specific implementations and collaborates with technology stakeholders, Solution Delivery Management teams, Technology Project Management teams, Solutions Engineering teams, and technical service providers for system design and deployment</li> <li>Supports change implementations, proactively identifies and resolves potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications</li> <li>Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly</li> <li>Provides release support when needed and manages engagement across audiences</li> <li>Provides full lifecycle management of the infrastructure and application environments</li> </ul> Required Qualifications: <ul><li>5+ years of experience with application &amp; end user support</li></ul> <ul> <li>Experience as an administrator in highly-regulated environments</li> <li>Experience monitoring and maintaining applications, supporting software engineering, maximizing data processing systems, building cloud-compatible services, and operating within an enterprise IT lifecycle</li> <li>Experience supporting application integrations for security, risk, and compliance</li> </ul> Desired Qualifications:<ul> <li>Windows and Linux support</li> <li>Experience in financial institution information technology security, compliance with rules, regulations, and financial industry standards</li> <li>Experience with CMDB, ITAM, ITSM and Discovery processes</li> </ul> Skills: <ul> <li>Innovative Thinking</li> <li>Production Support</li> <li>Result Orientation</li> <li>Adaptability</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Influence</li> <li>Solution Delivery Process</li> <li>Stakeholder Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Master Data Hub Operations Specialist

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

Merrill Financial Solutions Advisor - Wisconsin Market

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. Job Responsibilities: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs. <ul> <li>Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations</li> <li>Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis</li> <li>Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth</li> <li>Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs</li> <li>Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning</li> <li>Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables</li> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure</li> </ul> Job Requirements: <ul> <li>5+ years of Cash Management and/or Trade &amp; Supply Chain Finance experience</li> <li>Intrinsically motivated to continuously improve processes and/or one’s own education</li> <li>Ability to lead small groups while effectively delegating tasks</li> <li>Exercises the desire to mentor and sponsor other Associates</li> <li>Certified Treasury Professional certification or equivalent preferred</li> <li>Bachelor's Degree or equivalent work experience </li> </ul> Skills: <ul> <li>Account Management</li> <li>Business Development</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Critical Thinking</li> <li>Portfolio Analysis</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Sales Strategy</li> <li>Coaching</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Prospecting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Sales Officer

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Global Information Security (GIS) is responsible for protecting bank information systems, confidential and proprietary data, and customer information. GIS develops the bank’s Information Security strategy and policy, manages the Information Security program, identifies and addresses vulnerabilities and operates a global security operations center that monitors, detects and responds to cybersecurity incidents. Within GIS, Identity and Access Management (IAM) is a security discipline that enables the right individuals to access the right resources at the right times and in the right context. IAM addresses the mission-critical need to ensure appropriate access to the resources across increasingly heterogeneous technology environments, and to meet increasingly rigorous compliance requirements. What you can expect in Identity &amp; Access Management: In today’s highly connected world, managing and securing the identity of users is essential to the safety and success of our workforce. The Identity &amp; Access Management (IAM) team works within Global Information Services (GIS) and in close participation with all other LOB teams as well as second and third line of defense partners. This role is highly visible and requires frequent interaction with senior management and key stakeholders. Are you passionate about the latest IT technologies and thrive in a fast-paced international environment? In a typical day, you may work with other team members on the book of work, operational concerns, or risk items. You will help overcome obstacles and maintain good relationships with key stakeholders across The Bank to ensure timely and effective delivery. We offer you the opportunity to collaborate with passionate competent people, experts in their field. We thrive on being challenged and everything we do is anchored in managing risk for The Bank. This role is responsible for supporting Identity and Access Management (IAM) break/fix issues impacting end user and service functionality. You will regularly collaborate with experts and the user community in and out of our team, both in country and in other regions, so excellent communication skills are very important. The role will also involve discussion with employees and senior leadership. You will utilize in-depth subject matter expertise and business requirements to deliver against risk and performance metrics. Staying current with common and emerging threats related to access, you will have an opportunity to proactively develop, implement, and influence controls and policy advancements. You will partner with key stakeholders from line of business organizations to respond rapidly to security events and escalations that pose risk to the organization. <h2>Responsibilities will include but not limited to:</h2> <ul> <li>Actively troubleshoot access issues, verify policy compliance approach to resolving incident tickets</li> <li>Communicate effectively with end users and business partners.</li> <li>Build and monitor alerting and dashboards.</li> <li>Identify areas for further process automation, simplification, and improvement.</li> <li>Provide status updates for executives and stakeholders in non-technical terms encompassing risk, impact, containment, remediation, etc.</li> <li>Risk management experience and mindset.</li> <li>Comprehensively document analysis, investigative activities, actions, etc.</li> <li>Ability to work non-standard hours, to include occasional on-call time during nights, weekends, and holidays.</li> <li>Apply knowledge of the Identity and Access Management industry policies and standards including laws, rules, regulations, and information security concepts related to access provisioning, validate alignment of processes and controls to requirements, and report on gaps related to adherence to policy requirements.</li> <li>Lead complex technical projects to successful delivery, includes facilitating project meetings, authoring project documentation and driving adoption.</li> </ul> <h2>Required Qualifications:</h2> <ul> <li>Minimum of 3 years’ experience within the operational side of the Information Technology, Security industry and Identity and Access Management</li> <li>Ability to analyze data and evaluate relevance to a specific issue or incident under investigation.</li> <li>Ability to handle multiple competing priorities in a fast-paced environment; ability to be decisive and take action without causing an undue delay.</li> <li>Ability to exercise independent judgment when responding to alerts.</li> <li>Ability to communicate effectively across all levels of the organization, to both technical and non-technical audiences.</li> <li>Familiarity with identity management standards, social engineering TTPs, and the incident response lifecycle.</li> <li>Knowledgeable of current access based exploits in traditional and cloud environments, for both human and non-human accounts.</li> <li>Proven experience presenting findings via written reports and orally to key stakeholders in clear and concise language.</li> <li>Ability to work in a strong team-orientated environment that is geographically dispersed with a sense of urgency and resilience.</li> <li>Critical thinking - must be able to think outside the box and develop solutions to accomplish seemingly impossible tasks while remaining risk and objective focused.</li> <li>A strong working knowledge of security threat vectors, networking, network security and application security.</li> <li>Advanced problem solving skills.</li> <li>Demonstrates the capability of working in a team environment and collaborating with overseas partners.</li> <li>Ability to work independently.</li> <li>Strong leadership skills and qualities which enable you to work with peers and various levels of management.</li> <li>Strong analytical skills/problem solving/conceptual thinking.</li> </ul> <h2>Desired Qualifications:</h2> <ul> <li>Broad technical knowledge of IAM lifecycle, ecosystem and enterprise scale products.</li> <li>Experience in the deployment of multi-factor authentication, role and attribute-based access control, and other strong authentication methods and solutions.</li> <li>Hands-on experience with IAM products and particularly on Ping suite of products (Ping Access, Ping Federate and PingID) and federation concepts.</li> <li>Strong technical knowledge of authentication and authorization protocols: OIDC, SAML, XACML, LDAP, OAuth, OpenID.</li> <li>3-5 years’ experience with cloud platforms (AWS, Azure, GCP etc.)</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

IAM Information Security Controls 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! Job Description: This job is responsible for providing risk oversight and advice to the Line of Business (LOB) on risk management issues. Key responsibilities include identifying risks to which the LOB is exposed, implementing measures to prevent and mitigate losses, and monitoring risk outcomes. Job expectations may include the ability to recognize all risk categories including credit, market, operational and compliance, as well as directing risk staff or participating in establish risk management procedures and standards. Responsibilities: <ul> <li>Participates in establishing risk management procedures and standards</li> <li>Conducts execution of risk framework activities including independent monitoring and testing of controls and risk management processes for the Line of Business (LOB)</li> <li>Liaisons with businesses to understand market trends and impacts on portfolio, using knowledge of stress testing and its applicability to risk categories</li> <li>Ensures adherence to the policies and procedures established by the company</li> <li>Manages risk requests, breach remediations and providing risk effective challenges for front line units</li> <li>Develops risk management analyses, reports, and approval procedures and guidelines on risk limits by type of product and/or transaction</li> </ul> Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Diversity &amp; Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&amp;I goals.</li> <li>Manager of Process &amp; Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.</li> <li>Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.</li> <li>People Manager &amp; Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.</li> <li>Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.</li> <li>Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.</li> <li>Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.</li> </ul> Key Requirements: <ul> <li>Minimum of 5 years of risk management, risk quantitative/qualitative modeling or other experience in the financial services industry</li> <li>Proficiency with analysis of financial data and quantitative techniques (linear/logistic regressions, clustering algorithms, data transformation techniques, etc.)</li> <li>Proficiency with programming (Python or R) and Excel and best practices around coding</li> <li>Strong analytical mindset and effective problem-solving skills</li> <li>Attention to detail and ability to work with minimal supervision</li> <li>Experience with data analytics and visualization tools (e.g., Tableau, Alteryx, MicroStrategy)</li> <li>Strong personal drive, individual initiative, a sense of urgency, and responsiveness, with a desire to grow, learn, and take on increasing levels of responsibility</li> <li>Demonstrates commitment to excellence by anticipating needs, mitigating risks and minimizing potential problems</li> <li>Ability to multi-task with excellent time management skills, manage projects and pivot between tactical and strategic tasks</li> <li>Prior exposure to liquidity, capital or interest risk management a plus</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Coaching</li> <li>Critical Thinking</li> <li>Liquidity Management</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Portfolio Analysis</li> <li>Presentation Skills</li> <li>Written Communications</li> <li>Issue Management</li> <li>Monitoring, Surveillance, and Testing</li> <li>Regulatory Compliance</li> <li>Technical Documentation</li> <li>Trading Strategy</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Risk Analytics Manager

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. 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: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology. The Commercial Card Product Development team plays a pivotal role in managing and shaping the commercial card platforms that define how our corporate clients engage with our products. This role is crucial in driving the transformation of our digital platforms, simplifying the client experience, identifying opportunities for operational excellence, and streamlining client access to our tools. As a Platform Transformation Specialist, you will collaborate closely with cross-functional teams—including product partners, sales, operations, and technology— to drive and execute the vision, strategy, design, and integration of our platform ecosystem. You will reimagine the future of our platforms, ensuring they meet both business goals and regulatory requirements while offering an intuitive, cohesive experience for our clients. Responsibilities: <ul> <li>Support client migration initiatives as part of a broader platform transformation strategy, ensuring smooth transitions with minimal disruption to both client and internal operations</li> <li>Develop a standardized migration framework that can be adopted across the business, ensuring consistency and acting as the subject matter expert for platform and/or product migrations</li> <li>Help drive creation, evolution, and execution of card platform strategy, focusing on providing a seamless, user-friendly experience for clients</li> <li>Establish and track key performance indicators (KPIs) to measure the success of platform strategies, making data-driven adjustments to optimize outcomes</li> <li>Implement a Voice of Client / Voice of Associate framework to align platform strategies with user needs, continuously integrating feedback into the platform development process</li> <li>Drive continuous improvement by staying ahead of industry trends and competitive insights, challenging the status quo, and proactively driving innovation based on client expectations and emerging technologies.</li> <li>Promote the platform strategy by creating engaging content, socializing the strategy with key stakeholders, and driving adoption through training and communications</li> <li>Build and maintain strong relationships with business leads, technology teams, and external partners to ensure alignment and drive successful execution of the platform roadmap</li> <li>Deliver on platform enhancements, improving user experience and expanding client self-service options</li> </ul> Required Qualifications: Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge <ul> <li>Minimum of 6 years’ experience in platform strategy, transformation, or client migration efforts, ideally within financial services or the card industry</li> <li>Proven success managing multi-year, large-scale transformation or integration projects</li> <li>Strong blend of business and technical acumen, with a deep understanding of platforms, integration methodologies (e.g. APIs), and the ability to convert client and associate feedback into actionable strategies</li> <li>Strong sense of intellectual curiosity and the drive to deliver results</li> <li>Exceptional skills in collaborating with diverse teams and stakeholders. Proficient in translating complex strategies into clear, concise messaging for various audiences.</li> <li>Manage multiple projects and deadlines simultaneously</li> <li>Create and present strategies to senior leadership</li> <li>Experience working with cross-functional teams across global time zones, fostering strong working relationships</li> <li>A team player who adapts to changing priorities, with demonstrated leadership in driving initiatives and overcoming project challenges</li> <li>Agile principles and tools (e.g., Jira, Confluence) knowledge</li> <li>A highly motivated individual who can thrive in ambiguous environments and strives to deliver high-impact results while continuously improving</li> <li>A customer-first approach, always seeking to enhance client experiences and drive business growth</li> <li>Ability to work in-office 3 days per week</li> </ul> Desired Qualifications: <ul> <li>Bank of America or similar financial institution knowledge</li> <li>Platform strategy expertise</li> <li>Various platform strategies across the industry knowledge</li> </ul> Minimum Educational Requirements: Bachelor’s degree or equivalent experience Skills: <ul> <li>Problem-Solving Skills</li> <li>Organizational Skills</li> <li>Project Management Skills</li> <li>Verbal Communication Skills</li> <li>Written Communication Skills</li> <li>MS Office Suite (PowerPoint, Excel, Word, Visio)</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Product Manager - Platform Transformation 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! Job Description: This job is responsible for completing and tracking compliance deliverables to ensure applications adhere to policies and standards as well as local laws, rules, and regulations. Key responsibilities include supporting compliance deliverables and infrastructure requests, vendors, development teams, and technology managers to ensure timely completion of compliance activities. Job expectations include partnering with control functions, risk management, and Global Information Security teams to complete compliance deliverables effectively and efficiently. Responsibilities: <ul> <li>Completes administrative and non-technical tasks related to risk, security, and other compliance deliverables (e.g., access reviews, assessments, questionnaires, and procedural requirements) on time and per requirements for the application supported</li> <li>Tracks and supports the technical security and risk activities performed by the development teams (e.g., remediation of non permitted technology or security vulnerabilities, technical recovery planning, and disaster recovery exercises)</li> <li>Works with technology infrastructure teams to incorporate infrastructure requirements, including requests for additional storage</li> <li>Assists with audit exams and risk assessments for applications</li> <li>Works closely with vendors for vendor applications to ensure they meet bank requirements</li> <li>Maintains data about the application in AppHQ and other systems of record</li> <li>Assists with ad hoc inquiries and questions about applications</li> </ul> Qualifications: <ul> <li>7+ yrs of professional work experience</li> <li>3+ yrs of experience with the delivery of complex technology projects or solutions</li> <li>Highly effective relationship and communication skills</li> <li>Ability to work independently, manage and prioritize multiple projects/requests</li> <li>Experience working with a technology delivery team</li> <li>Experience with application security, vulnerability remediation, threat modeling</li> <li>Experience partnering with production support</li> <li>Experience working to deliver IT hardware solutions</li> <li>Strong organizational skills with high attention to detail and accuracy</li> </ul> Desired: <ul><li>Understanding of Cybersecurity concepts, frameworks, and technologies</li></ul> Skills: <ul> <li>Application Development</li> <li>Architecture</li> <li>Collaboration</li> <li>DevOps Practices</li> <li>Risk Management</li> <li>Analytical Thinking</li> <li>Data Management</li> <li>Financial Management</li> <li>Solution Delivery Process</li> <li>Technical Strategy Development</li> <li>Agile Practices</li> <li>Automation</li> <li>Result Orientation</li> <li>Solution Design</li> <li>Test Engineering</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

118 Jobs in Northfield, IL, USA