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Req ID: 76672 Location: Tulsa -TUL Areas of Interest: Investment Management; Finance; Portfolio Management Pay Transparency Salary Range: Not Available Application Deadline: 07/15/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Formula Based <h2>Summary</h2> We offer a diverse range of financial solutions for businesses, individuals, and institutions, continually expanding our portfolio of services and clients. If you’re passionate about wealth management and eager to join a forward-thinking organization, we want to hear from you. Our team is committed to providing exceptional, tailored wealth management solutions, fostering strong relationships, and helping clients achieve their long-term financial goals. <h2>Job Description</h2> The Investment Manager manages simple to moderately complex investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee. Consults with Wealth Advisors and/or Trust Officers (if applicable) and client to develop investment strategies based on customer objectives. <h2>Team Culture</h2> Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients. <h2>How You'll Spend Your Time</h2> <ul> <li>You will manage investment portfolios to optimize returns while maintaining acceptable levels of risk.</li> <li>You will analyze asset allocation and portfolio performance to ensure alignment with investment objectives.</li> <li>You will communicate proactively with clients about market trends, account performance, and investment activity.</li> <li>You will adhere to all corporate risk management and compliance guidelines.</li> <li>You will present the company’s investment strategies and capabilities to internal and external stakeholders.</li> <li>You will prepare and coordinate the completion of data and analytics reports to support investment decisions.</li> <li>You will build strong internal relationships and deliver high-quality professional services with guidance from senior colleagues.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of bachelor’s degree in business or related field of study and 1-3 years of directly related experience in investments and/or 4-6 years of experience in investments or equivalent combination of education and experience. <ul> <li>Experience in managing moderately complex client accounts.</li> <li>Experience in BOKF approved strategies</li> <li>Understanding of investment tax reporting, including cost basis tracking and capital gains treatment</li> <li>Knowledge of various securities and investment related products and services (i.e. stocks, bonds, mutual funds, separately managed accounts, international and alternative investments).</li> <li>Knowledge of the different types of investment accounts (i.e. trust, retirement, agency, institutional, etc.) and levels of authority (i.e. directed, joint, discretionary, etc.) and the implications on trading activity </li> <li>Ability to communicate with Investment Advisor, Trust Advisor, Relationship Manager, and/or professional staff (legal and tax counsel) regarding financial plans, investment strategies and the related tax implications of our proposed solutions</li> <li>Excellent decision-making capabilities with the ability to independently manage and interpret data with a material downstream impact to clients and regulatory reporting</li> <li>Excellent decision making and problem-solving skills</li> <li>Excellent oral, written and communication skills, including interpersonal skills</li> </ul> BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Investment Manager

<h2 id="jobDescriptionHeading"> Job Description </h2> Overview Join our team as a day shift, full-time, Surgery Registered Nurse (RN) Supervisor in Tulsa, OK. Why Join Us? Thrive in a People-First Environment and Make Healthcare Better <ul> <li> Thrive: We empower our team with career growth opportunities, tuition assistance, and resources that support your wellness, education, and financial well-being. </li> <li> People-First: We prioritize your well-being with paid time off, comprehensive health benefits, and a supportive, inclusive culture where you are valued and cared for. </li> <li> Make Healthcare Better: We use advanced technology to support our team and enhance patient care. </li> </ul> Get to Know Your Team: <ul><li>Hillcrest Medical Center is a 656-bed hospital that includes The Alexander Burn Center, The Peggy V. Helmerich Women’s Health Center, Kaiser Rehabilitation Center, the latest technology for the treatment of cancer, and the Oklahoma Heart Institute.</li></ul> Responsibilities The RN Supervisor is a Registered Nurse who is accountable for coordination of all care for a specific patient population on an assigned department., in accordance with the Nurse Practice Act and the policies and procedures of Hillcrest Medical Center. The RN Clinical Supervisor also has managerial responsibilities including, but not limited to, staffing, scheduling, employment development, budget, and performance improvement activities. The RN Clinical Supervisor will be expected to supplement staffing as needed. Qualifications Job Requirements: <ul> <li>A minimum of an Associate’s Degree in Nursing from an accredited school of nursing or diploma from an accredited school of nursing program</li> <li>Current RN license or current license deemed acceptable by the applicable State Board of Nursing</li> <li>Maintains current BLS</li> <li>Minimum of 3 years of prior experience in clinical specialty</li> </ul>

Hillcrest Healthcare System

Supervisor / RN OR Neuro-ENT

Oklahoma Heart Hospital

MA, Medical Assistant/Secretary- Dr. Saeed

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! We are a fast-paced, dynamic team that thrives on collaboration and mutual support. In partnership with our global platform and capabilities, we focus on delivering high-quality outcomes that align with organisational goals. Flexibility and adaptability are key as we work together to meet tight deadlines while maintaining high standards of excellence. 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! We are a fast-paced, dynamic team that thrives on collaboration and mutual support. In partnership with our global platform and capabilities, we focus on delivering high-quality outcomes that align with organisational goals. Flexibility and adaptability are key as we work together to meet tight deadlines while maintaining high standards of excellence. Thea Team Our Benelux team is driven by a shared commitment to growing the local client platform offering global solutions. We are proud of our diverse team, bringing together a range of backgrounds, experiences and skill sets. An opportunity has arisen for a (Senior) Administrative Assistant to join the Global Corporate and Investment Banking Group based in our Amsterdam office. In this role you will support Senior Management and/or a team of bankers within their respective division. This role requires strong organizational skills, attention to detail, and the ability to manage both individual tasks and joint team responsibilities effectively. Responsibilities <ul> <li>Diary management, including organising internal/external meetings</li> <li>Handling sensitive and confidential material and information</li> <li>Establish professional and effective communication at all levels with internal stakeholders and assistants in your area</li> <li>Cultivating relationships with external clients and their assistants, develop knowledge of banker’s clients, transactions and specific individuals where possible.</li> <li>Manage professional response to telephone calls, taking ownership of queries</li> <li>Management of email system, prioritising and responding where appropriate.</li> <li>Arranging complex domestic and international travel in high volumes – booking in advance where possible to ensure cost effectiveness and ensuring appropriate Visas have been obtained</li> <li> Arranging conference calls and video conferences internally and externally Understanding the internal systems such as Concur, iTrack forms/Salesforce/ (Training will be given for all internal systems). </li> <li> Handling expenses using Concur system – with a general understanding of the bank’s policies Pre-empt and highlight to the Business Manager out of policy expenses </li> </ul> What we are looking for <ul> <li>Candidate open to work full-time, who is fluent in Dutch and English</li> <li>Proven experience as an administrative assistant, office manager, or in a similar role, preferably in Corporate or Investment Banking.</li> <li>Proactive style and ability to work independently and as a team player</li> <li>Experience of managing conflicting diaries and supporting senior individuals</li> <li>Client facing experience</li> <li>Excellent organizational and multitasking abilities.</li> <li>Capable to work efficiently in a pressurised environment</li> <li>Excellent PC skills including Word, Excel, PowerPoint and Outlook</li> <li>Flexible approach to overtime and out of hours working patterns</li> <li>Mature, calm and professional attitude at all times</li> <li> Accuracy and numeracy Excellent communication skills at all levels written and verbally in Dutch and English </li> <li> Confidence at dealing with people of all levels both internally and externally </li> </ul>

Bank of America

Admin Assistant

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 financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. Responsibilities: <ul> <li>Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk</li> <li>Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews</li> <li>Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time</li> <li>Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities</li> <li>Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals</li> <li>Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment</li> <li>Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Pipeline Management</li> <li>Credit Documentation Requirements</li> <li>Financial Analysis</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Written Communications</li> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Prospecting</li> <li>Risk Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Banking Relationship 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 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 subject matter expertise across an account management operations function, and supporting the manager in all aspects of day-to-day management of the team's operations. Key responsibilities include employee training and coaching, addressing employee inquiries, escalations, and approvals including team supervision to ensure processes are executed correctly. Job expectations include escalating issues to the team manager for direction and support when necessary while maintaining a deep knowledge of all key functions supported. Responsibilities: <ul> <li>Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met</li> <li>Provides day-to-day training and coaching to team members while addressing employee inquiries and escalations</li> <li>Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate</li> <li>Conducts quality assurance reviews and provides routine supervisory manager approvals</li> <li>Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions</li> <li>Identifies and recommends opportunities for process improvement and risk mitigation to senior management</li> <li>Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation</li> </ul> Skills: <ul> <li>Account Management</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Research</li> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Coaching</li> <li>Problem Solving</li> <li>Written Communications</li> <li>Mentoring</li> <li>Prioritization</li> <li>Result Orientation</li> </ul> Line of Business Description: Investment &amp; Monetary Controls (I&amp;MC) Teams play a significant role within Merrill and Bank of America Private Bank. Our dynamic department is primarily located in Jacksonville, Hopewell and Dallas and responsible for collateral monitoring, obligations monitoring &amp; enforcement, executive &amp; equity services, securities lending, billing, reconciliation, trade corrections and insurance &amp; annuities support. Additionally, the department is responsible for collecting $13 Billion in revenue for Global Wealth &amp; Investment Management. Our teams are relied heavily upon for participation in projects and initiatives that help promote responsible growth for the business that supports our Clients. We focus on minimizing risk while promoting a positive Client experience. Teams interface daily with 350 Investment Managers to provide operational support for Merrill and Private Bank accounts. Opportunities exist for team members to develop leadership, project relationship management and technical skills. We offer excellent career development opportunities to foster learning and talent. LOB Description: The Client and Institutional Billing Department’s responsibilities include but are not limited to the following: <ul><li>​Supporting Clients enrolled in Merrill Lynch’s Investment Advisory Program that offers access to diversified portfolios based on strategic asset allocation ideas designed to address Clients’ long term investment goals</li></ul> <ul> <li>Processing of Investment Manager payments to approximately 200 Third Party Investment Managers comprising of over $840 million for customized investment advisory services to Merrill Lynch Clients</li> <li>Revenue generation by providing invoicing for over $700 million on an annual basis, receivable reconciliation and revenue reporting for Sub-Accounting and Marketing services as well as Trailing Commissions </li> <li>Revenue generation by facilitating billing and fees for Merrill Lynch and Private Bank accounts fees including Merrill Lynch’s Investment Advisory Program (combined $13 billion)</li> <li>Revenue generation by the creation and distribution of invoices on behalf of Workplace Benefits amounting to over $450 million in fees annually</li> </ul> ​The duties of this particular role include, but are not limited to: <ul> <li>​​Maintain an awareness of Managed and/or Retirement Product platform changes, enhancements and requirements</li> <li>Make sure that Department standards are met and that updates are provided to management through either immediate communication and/or weekly highlights</li> <li>Assist with updates to procedural documentation / process maps, and participate in system testing as needed</li> <li>Manage risk by identifying and escalating items appropriately</li> <li>Participate in internal and third-party audits</li> <li>Ability to research and resolve escalated inquiries from Internal and External Business Partners</li> <li>Lead projects and special assignments as needed for department initiatives </li> <li>A subject matter expert in reconciliation and/or billing processes</li> <li>Collaborative mindset with an ability to build and maintain excellent working relationships</li> </ul> Required Skills: <ul> <li>​​Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met</li> <li>General knowledge of accounting and financial reporting</li> <li>Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives</li> <li>Professional written and verbal communication skills</li> <li>Demonstrates attention to detail</li> <li>An understanding of technology and the ability to incorporate that understanding into process improvements </li> <li>Ability to work independently while effectively managing and finding resolution to complex situations</li> <li>Career oriented teammate seeking to grow within the organization</li> <li>3 years of experience relating to reconciliation, billing, project management, trading and/or managed products service support</li> </ul> Desired Skills: <ul><li> ​​​Knowledge of Various Product Types (Mutual Funds, Alternative Investments, Managed Products, Retirement Products, etc.) within an operational setting​ </li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

Account Management Ops Team Lead - Retirement Billing

Number of Openings 1 About the Organization Green Country Habitat for Humanity's Mission Statement: Seeking to put God's love into action, Green Country Habitat for Humanity brings people together to build homes, communities and hope. Description Summary/Objective The Facilities Maintenance Technician will perform tasks in relation to facility, fleet, and homeowner property maintenance. This position also ensures that the Green Country Habitat for Humanity physical business environment and homeowner properties are safe and secure from operational risk. This is a Safety Sensative position. Benefits <ul> <li>Pay $17-20 an hour</li> <li>Workday M-F 8-5</li> <li>Company paid Medical, Dental, Vision and Life Insurance</li> <li>401K with 6% company match, vested immediately</li> <li>Paid Time Off, 3 weeks first year</li> </ul> Essential Functions <ul> <li>Maintain a safe working environment by cleaning and disposing of old materials.</li> <li>Adheres to OSHA guidelines and safety requirements.</li> <li>Ensure the safety of the building and work with the Safety Committee to update any infractions.</li> <li>Monitor and perform repair orders and complete requested repairs at all facilities.</li> <li>Perform required preventative maintenance and routine equipment inspections.</li> <li>Perform regular maintenance on buildings, equipment, HVAC systems and general building maintenance.</li> <li>Perform ground maintenance duties as needed at all facilities and homeowner property.</li> <li>Perform outdoor seasonal maintenance activities including snow removal from walkways, roofs and/or parking lots, and lawn, tree, shrub and flower bed maintenance at all facilities and homeowner properties.</li> <li>Maintain fleet vehicles by ensuring the proper scheduling of truck maintenance and repairs; along with compliance of all GCHFH programs, including preventative maintenance and inspection of vehicles, non-scheduled maintenance and troubleshooting, repair, rebuild and overhaul of vehicles.</li> <li>Perform minor electrical and plumbing maintenance to include, but not limited to replacement or repair of fixtures using appropriate hand, power, and specialty tools.</li> <li>Work with employees and volunteers to ensure that equipment and facilities are being maintained and used safely and appropriately.</li> </ul> Additional Responsibilities <ul> <li>Drives a van or box truck and pulls trailers.</li> <li>Loads items at the work site in a safe and courteous fashion.</li> <li>Assists in unloading truck following dock guidelines.</li> <li>Operates powerlift equipment and various power tools.</li> </ul> Position Requirements Skills / Abilities <ul> <li>Ability to handle multiple tasks in a deadline orientated environment.</li> <li>Basic understanding of electrical, plumbing, carpentry, and grounds keeping.</li> <li>Ability to use common hand and electrical tools, and an eagerness to learn new skills.</li> <li>Ability to read and check blueprints, repair manuals, or parts catalogs as necessary.</li> <li>Thorough working knowledge of facility equipment units, their usage, and safety procedures.</li> <li>Understanding of necessary mathematics.</li> <li>Knowledge of simple home improvement materials.</li> </ul> Experience / Education <ul> <li>High School or GED equivalent.</li> <li>Experience with precision measuring instruments or electronic testing devices.</li> <li>Forklift and heavy equipment experience.</li> </ul> Additional Requirements <ul> <li>Must possess valid Driver’s License with safe driving record.</li> <li>Ability to work a flexible work schedule including Saturday and Sunday required</li> </ul> Full-Time/Part-Time Full-Time Compensation EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. Tags

Green County Habitat for Humanity

Facilities Maintenance Technician

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 analysis for one or more operations product areas in the delivery of moderately complex regulatory reporting and/or regulatory processing. Key responsibilities include analyzing and resolving highly complex operations problems, projects and initiatives, and contributing to the resolution of highly complex problems. Job expectations include coordinating across multiple operations functions and products with the introduction of new initiatives, systems, products, services, and processes. As part of the larger Global Banking &amp; Markets organization in Asia, the Non-Financial Regulatory Reporting team (APAC NFRR) governs and manages operational risk (people, process, systems and external event risks) and controls across various Banking and Markets operations units in Asia Pacific. Key Responsibilities NFRR COE team is part of the Global NFRR COE team. The role supports front line unit leaders in implementation and ongoing management of changes, remediation, initiatives in NFRR space, including: • Primary contact for the NFRR Program related Initiatives/Changes/Remediation • Ensure changes • Identify change implementation risks and ensure those are signed off by the respective stakeholders • Communicate project risks and go to green plans to business leaders • Working with report owners to facilitate implementation of changes. • Ensuring that the regional governance model operates as designed including regional governance meetings with key stakeholders, the provision of metrics and reporting, follow up on issues • Developing and producing metrics and analytics on regulatory reporting changes and issues, if any. • Provide appropriate status communication to governance forums and relevant stakeholders • Provide Regulatory Reporting Risk subject matter expertise for Technology &amp; Operations areas • Develop and maintain relationships with Operations, Technology, Audit, Compliance and other control groups Responsibilities:• Delivers moderately complex regulatory reports to regulatory agencies in line with expectations on completeness, accuracy, and timeliness • Executes control practices, including compliance with all regulatory and policy requirements, including data quality standards • Documents key risks, performance indicators, desktop procedures, controls and metrics related to reporting, and executes quality assurance, quality control, and report production tasks for regulatory reports • Supports the response to regulatory agencies and internal control partners on inquiries and reporting breaches • Participates in the representation of the reporting function to control partners (e.g., Audit and Compliance) • Identifies, tracks, and remediates errors, breaches, data issues, and control enhancements that impact reports • Contributes to the partnerships with key stakeholders, including upstream process owners, data providers, and Non-Financial Regulatory Reporting Interpretation and Technology teams Skills: <ul> <li>Problem Solving</li> <li>Reporting</li> <li>Attention to Detail</li> <li>Critical Thinking</li> <li>Data Quality Management</li> <li>Prioritization</li> <li>Risk Management</li> <li>Analytical Thinking</li> <li>Data Mining</li> <li>Decision Making</li> </ul> Required Skills: • Strong communication skills and ability to build relationships at all levels • Ability to work within a team environment and to stick to deadlines • Strong MS Office skills, particularly Excel, PowerPoint, and SharePoint • Ability to manage projects • Experience of analyzing and documenting business processes, and developing solutions • Experience of regulatory reporting processes • Ability to analyze and manipulate data • Critical thinking/analytical skills, challenge mindset • Strong ability to document information and metrics in a concise, accurate, and well-presented way • Banking experience in Technology, Operations, Compliance, Audit, Risk Background Desired Skills: N/A

Vice President, Regulatory Reporting Operations Senior Professional, Global Operations

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 role is an opportunity to manage the Canada Lockbox Operations team within Wholesale Lockbox Operations in Toronto. In this role you will: <ul> <li>Leverage your strong working knowledge of Lockbox and Canada clearing functions and capabilities to manage the day-to-day operations of a large production team</li> <li>Drive operational excellence using your risk-focused, strategic mind-set</li> <li>Enhance your risk-focused expertise</li> </ul> Responsibilities <ul> <li>Forecasts and manages staffing levels and capacities, provides effective coaching, and shares constructive feedback to drive Operational Excellence</li> <li>Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines</li> <li>Develops and analyzes procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas</li> <li>Evaluates efficiencies and identifies areas of improvement and growth to the overall process, identifying data, metrics, and key performance indicators to measure process effectiveness</li> <li>Aligns bank priorities and strategies to employee metrics and goals and strives to recognize, encourage, and improve team performance to support an inclusive work environment</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>Manager of Process &amp; Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement</li> <li>Enterprise Advocate &amp; Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results</li> <li>Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks</li> <li>People Manager &amp; Coach: Knows and develops team members through coaching and feedback</li> <li>Financial Steward: Manages expenses and demonstrates an owner’s mindset</li> <li>Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth</li> <li>Driver of Business Outcomes: Delivers results through effective team management, structure, and routines</li> </ul> Qualifications <ul> <li>Excellent communication, organizational, and problem-solving skills</li> <li>Familiar with Payments Canada Rules and Regulations for Cheque processing (ACSS/AUSS)</li> <li>High-volume production background and management experience an asset</li> <li>Working knowledge of key Wholesale Lockbox Operations functions and capabilities an asset</li> <li>Experience in financial services preferred</li> </ul> Skills <ul> <li>Business Operations Management</li> <li>Customer Service Management</li> <li>Performance Management</li> <li>Process Performance Measurement</li> <li>Talent Development</li> <li>Account Management</li> <li>Client Management</li> <li>Leadership Development</li> <li>Process Management</li> <li>Relationship Building</li> <li>Hiring and Onboarding</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Process Design</li> <li>Risk Management</li> <li>Workforce Analytics</li> </ul> What Bank of America Offers Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees. Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization. Bank of America is an Equal Opportunity Employer. Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

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