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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities • Assists, educates, and trains clients on conducting simple transactions through self-service technologies • Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy • Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping • Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: <ul> <li>Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.</li> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships.</li> <li>Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.</li> <li>Is confident in identifying solutions for helping new and existing clients based on their needs.</li> <li>Has strong written and verbal communications skills.</li> <li>Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).</li> <li>Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.</li> <li>Applies strong critical thinking and problem-solving skills to meet clients’ needs.</li> <li>Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.</li> <li>Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).</li> <li>Can be flexible to work weekends and/or extended hours as needed.</li> <li>Bilingual Sills in Arabic required</li> </ul> Desired Qualifications: • An associate’s degree or bachelor’s degree in business, finance, or a related field. • Experience working in a financial center where goals were met or exceeded. • Retail and/or sales experience in a salary plus incentive environment. • Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. • Experience with financial information, spreadsheets and financial skills. • Knowledge of banking products and services. • Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills: • Active Listening • 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

Bank of America

Senior Banker - Skyline Financial Center - Bilingual Arabic Required

About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Position Summary The Application Support Operations Analyst is responsible for ensuring the business operates efficiently and effectively in meeting our internal customers’ needs through data gathering, reporting, and quantitative and qualitative research, providing insights that advise strategy and decisions for Application Support and other teams. Application Support Operations Analyst is responsible for ensuring the resolution of application and system issues for internal and external users of our proprietary software platform. This role has a customer-first mentality and strives to ensure their team provides the best service in the fastest and most efficient manner. The successful Analyst will use data to optimize internal processes, improve team workflows and drive efficiency. <h3>Essential Job Duties and Responsibilities </h3> <ul> <li>Identify, analyze, and interpret patterns and trends in complex datasets to pinpoint operational issues and improvement opportunities. Translate business questions into analytical and technical methodologies, working with large datasets to derive actionable insight. Distill those insights into compelling data-driven narratives to inform decisions and drive results, utilizing a solid understanding of GoodLeap products and systems.</li> <li>Develop and implement data collection methods, analytics, and other strategies to optimize statistical efficiency and quality. Establish measurement methods of process effectiveness and efficiency. Ensure cleanliness of data by reviewing regular reports and performance indicators to locate and correct errors or enhancement opportunities.</li> <li>Work on projects and tasks as assigned by your manager, regularly providing updates to senior leaders, stakeholders, partners, etc. Effectively tailor communications to the appropriate audience to ensure broad awareness and understanding.</li> <li>Work to understand customer pain points and monitor trends and patterns. Advocate better customer experience and support processes serving Application Support team members, internal customers, and external user.</li> </ul><h3>Required Skills, Knowledge and Abilities </h3> <ul> <li>Proven prior working experience as an Operations Analyst or Business Data Analyst</li> <li>Hands on experience using and interfacing with API’s</li> <li>Hands on proven experience, leveraging SQL, Excel, Tableau and CRM systems, such as Salesforce. </li> <li>Technical background with a keen understanding of broader business needs and strategy</li> <li>Demonstrated understanding and advocacy for knowledge centered support</li> <li>Proven ability to collaborate across all departments, leveraging your technical writing and strong presentation skills </li> <li>Proven ability to deliver projects on-time by leveraging your experience in development processes, work estimation, and optimal resource allocation</li> <li>Ability to juggle multiple projects and prioritize work accordingly </li> <li>Technology exposure to AWS Services like CloudWatch, DynamoDB, Elastic search, Cognito, S3, IAM etc.</li> <li>Critical thinking skills</li> <li>Keen interest in learning proprietary software </li> <li>Bachelor’s Degree or equivalent experience</li> <li>Experience with Loans or FinTech (preferred)</li> </ul>Additional Information Regarding Job Duties and Job Descriptions: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

GoodLeap LLC

Application Support Operations Analyst

<a href="https://www.greatquestion.co/" target="_blank">Great Question</a> is hiring an experienced Enterprise Account Executive to help us on our mission to democratize user research - helping companies talk to their customers more to ensure they build software that people want.‍‍We are a well-funded seed-stage startup backed by Y Combinator and Funders Club and are we're looking for an experienced Enterprise Account Executive with B2B sales experience to join our high-performing, fully remote team.‍We’ve tripled revenue in 2024, and are looking to do so again in 2025. This is an opportunity to get in early, work on an interesting problem, have a huge impact on the technology and culture of an early-stage company, and shape the future of how teams build software through research.‍This is a remote role open to anyone living in the United States. ‍This position is focused on cultivating outbound sales, managing inbound sales, and closing deals with large enterprise companies that will benefit from using our research automation platform. One of the keys to success in this position: You need to have the discipline to work independently and have a passion for the Research industry or have the drive to want to learn the business.<h3>What You’ll Do</h3><ul> <li>Develop and Execute Outbound Campaigns: Identify and connect with potential customers through outbound efforts.</li> <li>Consultative Sales: Listen to customer needs and present highly tailored solutions, demonstrating the value of our platform.</li> <li>Shape Sales Culture: As one of the early hires on our sales team, you’ll help establish and refine our sales practices and culture.</li> <li>Manage lengthy sales cycles: Our ideal customers are large enterprises with complex, extended procurement processes. You’ll need to anticipate these requirements and navigate them to completion, often over several months.</li> </ul><h3>About You</h3><ul> <li>Experience: 3-5 years in an Enterprise Account Executive role, selling SAAS software to B2B enterprise customers. Bonus points if you’re familiar with the design and research tooling space already.</li> <li>Drive and Discipline: Self-motivated to excel in a remote, fast-paced, startup environment; thrives in ambiguity and proactively solves problems.</li> <li>Customer-Centric Mindset: Passionate about understanding and delivering value to clients beyond the sale.</li> <li>High Conviction: Committed to high standards and enthusiastic about our mission.</li> <li>Skills and Knowledge: Familiar with sales methodologies (e.g., MEDDIC, Sandler), able to leverage data and tools for meticulous pipeline management, and resilient when handling setbacks.</li> <li>Collaborative yet Competitive: Brings a team-first mindset with a strong drive to win and exceed personal goals.</li> </ul><h3>Benefits</h3><ul> <li>Compensation: Competitive salary, uncapped commission, and equity. NB: Salary range listed is base salary. Variable commission related comp is additional.</li> <li>Healthcare: Company-supported medical insurance.</li> <li>Always Remote: Work from anywhere within American time zones. </li> <li>Professional Development: Education stipends to support your growth.</li> <li>PTO &amp; Team Engagement: Four weeks of PTO, public holidays, and regular team events. <a href="https://www.linkedin.com/feed/update/urn:li:activity:7254170189229895680" target="_blank">Our last all-company off-site was in Mexico City.</a></li> </ul><h3>Equal opportunity statement</h3>Great Question is committed to providing a workplace free from discrimination or harassment. We expect every member of the Great Question community to do their part to cultivate and maintain an environment where everyone has the opportunity to feel included, and is afforded the respect and dignity they deserve.Decisions related to hiring, compensating, training, evaluating performance, or terminating are made fairly, and we provide equal employment opportunities to all qualified candidates and employees. We examine our unconscious biases and take responsibility for always striving to create an inclusive environment that makes every employee and candidate feel welcome.<h2> About the interview </h2><h3>Our Interview Process</h3><ul> <li> Stage 1: Application Screening - 30 mins <ul><li>A brief video interview for basic qualifications.</li></ul> </li> <li> Stage 2: Role-Play Exercise - 60 mins <ul><li>A mock sales pitch of your own tool to see how you pitch and handle objections.</li></ul> </li> <li> Stage 3: Collaboration Interview - 60 mins <ul><li>Prior to the interview you will submit a sales document they have previously created (e.g., a proposal, pitch deck, or product overview) that will guide the interview.</li></ul> </li> <li> Stage 4: Cultural alignment - 45 mins <ul><li>We’ll evaluate your cultural alignment with Great Question.</li></ul> </li> <li> Stage 5: Senior Leadership Interview <ul><li>Final interview with our CEO Ned to assess long-term fit and alignment with the mission.</li></ul> </li> </ul> Note - Each interview is sequential, so you’ll only move to the next round if you pass the previous one. After each interview, we’ll aim to notify you if you’re progressing within 48 hours of your interview taking place.

Great Question

Enterprise Account Executive

Outlier

Remote Coding Expertise for AI Training (Ukrainian)

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 supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: <ul> <li>Operates as a back up financial center leader within a market</li> <li>Manages client traffic, engaging and appropriately routing clients, and fostering client retention</li> <li>Manages business results through formalized management routines and coaching</li> <li>Creates a world class client experience environment</li> <li>Manages market-level initiative prescribed by market leaders</li> <li>Drives operational excellence</li> </ul> Required Qualifications: <ul> <li>1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team</li> <li>Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals</li> <li>Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction</li> <li>Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability</li> <li>Proven record of balancing risk and making sound decisions while achieving business goals</li> <li>Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service</li> <li>Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results</li> <li>Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills</li> <li>Proficiency in computer skills and professional programs (for example, Microsoft Office)</li> <li>Availability to work weekends and/or extended hours as required to run the business</li> <li>Must be able to travel to any financial center within the defined market</li> </ul> Desired Qualifications: <ul> <li>1+ years of management experience including hiring, coaching and developing direct reports</li> <li>Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality</li> <li>Bachelor’s Degree in related field</li> <li>Bilingual (fluent verbal and written)​​</li> </ul> Skills: <ul> <li>Coaching</li> <li>Customer Service Management</li> <li>Customer and Client Focus</li> <li>Performance Management</li> <li>Talent Development</li> <li>Business Operations Management</li> <li>Recruiting</li> <li>Result Orientation</li> <li>Risk Management</li> <li>Sales Performance Management</li> <li>Inclusive Leadership</li> <li>Leadership Development</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Referral Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Market Financial Center Manager - Bilingual Spanish Required

Macy's

Warehouse Associate, Tulsa - Full Time (2301)

<h1>We're building a new healthcare clearinghouse</h1>In the healthcare sector, the Health Insurance Portability and Accountability Act of 1996 (HIPAA) requires that all insurance payers exchange transactions such as claims, eligibility checks, prior authorizations, and remittances using a standardized EDI format called X12 HIPAA. A small group of legacy clearinghouses process the majority of these transactions, offering consolidated connectivity to carriers and providers.Stedi is building the world’s only API-first clearinghouse. By offering modern API interfaces alongside traditional real-time and batch EDI processes, we enable both healthcare technology businesses and established players to exchange mission-critical transactions. Our clearinghouse product and customer-first approach have set us apart. Stedi was ranked the #3 fastest-growing SaaS vendor in Ramp’s <a href="https://ramp.com/blog/top-saas-vendors-on-ramp-apr-2025" target="_blank">April 2025 report</a>.Stedi has lightning in a bottle: engineers and designers shipping products week in and week out; a lean business team supporting the company’s infrastructure; passion for automation and eliminating toil; $92 million in funding from top investors like Stripe, Addition, USV, Bloomberg Beta, First Round Capital, and more.<h2>What we’re looking for </h2>Stedi is the world’s only API-first clearinghouse. By offering a modern API interface for running eligibility checks, processing claims, and ingesting ERAs, healthcare technology businesses can exchange transactions with payers without dealing with the EDI protocol or carrier-specific connectivity.As we continue to scale, we are looking for an early-career backend engineer to join our engineering team to help build our healthcare APIs and extend existing systems.<h2>How we build</h2><ul> <li>We use AWS exclusively for our customer-facing backend infrastructure. We use tools like GitHub, Stripe, and PagerDuty, but all of our application work happens on AWS. </li> <li>We use serverless technologies almost exclusively: Lambda, API Gateway, SQS, SNS, DynamoDB, Aurora Serverless, and more. We don’t run a single server.</li> <li>We use CDK (TypeScript) to define infrastructure as code.</li> <li>We write the majority of our API backends and EDI parsing engine in Rust.</li> </ul><h2>What you'll do</h2><ul> <li>Help build and improve large-scale web applications and APIs alongside experienced engineers.</li> <li>Learn to work effectively with AWS serverless technologies and deepen your understanding of architecting cloud systems.</li> <li>Contribute to a high standard of engineering through writing clean code and clear communication.</li> <li>Play a part in building the most reliable and accessible commercial trading network for our customers.</li> </ul><h2>Who you are </h2><ul> <li>1-3 years of experience coding in general; experience in Rust and TypeScript is beneficial.</li> <li>Bachelor’s degree in Computer Science or a related field from a strong academic program.</li> <li>Experience working with cloud platforms; familiarity with AWS is a plus.</li> <li>Committed to working with AWS serverless offerings in a production environment.</li> <li>Ability to prioritize your work based on the needs of the business and the customers.</li> <li>High bandwidth, fast learner, thoughtful attention to many areas simultaneously.</li> <li>Ability to context switch throughout the course of the day or week as priorities shift, and ask for help when you need it.</li> <li>Philosophical alignment with the <a href="https://www.stedi.com/careers" target="_blank">Stedi Standards</a>.</li> </ul>At Stedi, we're looking for people who are deeply curious and aligned to our ways of working. You're encouraged to apply even if your experience doesn't perfectly match the job description.

Stedi

Engineer - Early Career

Job Description: Job Title: Money Laundering Reporting Officer Corporate Title: Vice President Location: Saudi Arabia 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! Role Description: The Global Financial Crimes (GFC) group is responsible for the global collection and analysis of suspected financial crimes and suspicious activity of misconduct committed against Bank of America. The MLRO executes substantive anti-money laundering(AML), economic sanctions and fraud compliance and operational risk practices relevant for Saudi Arabia. They are accountable for the requirements of the GFC Enterprise Policies, the Saudi Arabia GFC Country Standard, and the Enterprise Fraud Risk Management Standard. The MLRO works directly with compliance officers, the Front Line Units (FLUs) and Control Functions (CFs). The MLRO reports into the EMEA Head of Financial Crimes Compliance. The MLRO is the local point of contact for Saudi Arabia to oversee other criminal acts and to coordinate and ensure reporting of suspicious cases in line with local requirements. Responsibilities: <ul> <li>Act as the contact person for all AML, economic sanctions, and fraud related enquiries/investigations both internally and externally for Merrill Lynch, Kingdom of Saudi Arabia Company (MLKSA)</li> <li>Handle transaction monitoring and investigations including filing with the local law enforcement agencies in Saudi Arabia</li> <li>Support managing examinations, reviews and audits in relation to financial crimes</li> <li>Manage and address enquiries from regulators and clients in Saudi Arabia</li> <li>Implement local policies and standards for financial crimes and for compliance with sanctions and financial embargoes and bribery and corruption requirements. This will include coverage of Know Your Customer (KYC) policies, standards and supporting technology development – regional input to the global program and addressing local requirements</li> <li>Advises and directs the development and maintenance of financial crimes owned policies and standards, and reviews relevant Front Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational risks are appropriately addressed</li> <li>Produces and/or oversees independent financial crimes risk management reporting</li> <li>Monitors the changes in regulations applicable to Global Financial Crimes, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed</li> <li>Participates in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging risks</li> <li>Escalates financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees</li> <li>Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes</li> <li>Reviews and challenges internal and external operational loss events, including the development of remediation plans to strengthen controls and providing oversight to ensure they are addressed appropriately</li> <li>Participate in the financial crimes risk assessments</li> <li>Monitor outsourced functions with respect to KYC, sanction screening and client on-boarding. Conduct sample reviews of customer files</li> <li>Provide educational training on financial crimes related subjects to locally based staff and assist in building a general climate of financial crimes awareness</li> <li>Maintain records associated with the MLRO function</li> </ul> What we are looking for: <ul> <li>Deputy MLRO and/or MLRO experience</li> <li>Relevant work experience in Anti-Money Laundering, Fraud and/or Economic Sanctions and Deputy MLRO and/or MLRO experience.</li> <li>Excellent local knowledge of regulatory requirements</li> </ul> <ul> <li>Demonstrated leadership to partner across various levels in the organization </li> <li>Excellent written and verbal communication skills and the ability to communicate and work with all levels within the organization</li> <li>Experience responding to Audits and/or Regulatory Examinations</li> <li>Must possess excellent time-management, problem solving, and critical thinking capabilities</li> <li>Must work across a matrix organization</li> <li>Identify, own and escalate data issues as needed</li> <li>Must be able to engage and leverage teams and business partners to efficiently deliver business solutions</li> </ul> Skills that will help: <ul> <li>Knowledge of anti-money laundering (AML), Fraud and Economic Sanctions regulations</li> <li>Certified Anti-Money Laundering Specialist (CAMS) certification;</li> <li>Understanding of Banking products and Financial Crimes vulnerabilities </li> <li>Bachelor's Degree</li> </ul> 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 gender/sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, membership of the Traveller community, age, sexual orientation, pregnancy or maternity, civil status, socio-economic background, responsibility for dependants, family status 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.

Money Laundering Reporting Officer - Saudi Arabia

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: Louisiana Mississippi 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. 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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: <ul> <li>Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.</li> <li>Collaborates effectively to get things done, building and nurturing strong relationships.</li> <li>Displays passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.</li> <li>Is confident in identifying solutions for new and existing clients based on their needs.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Has the ability to learn and adapt to new information and technology platforms.</li> <li>Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).</li> <li>Applies strong critical thinking and problem-solving skills to meet clients’ needs.</li> <li>Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.</li> <li>Efficiently manages time and capacity.</li> <li>Focuses on results, while acting in the best interest of the client.</li> <li>Can be flexible to work weekends and/or extended hours as needed.</li> </ul> Desired Qualifications: • 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. Vietnamese or Spanish Preferred • Bachelor’s degree or business relevant associate 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

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