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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Summary: Great opportunity to join our Global Commercial Banking Team! The Bank of America Middle Market segment is seeking a Senior Relationship Manager to join the Greater Philadelphia Team. The Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to $2 billion. The Relationship Manager will cover clients and prospects in the growing Greater Philadelphia market including Lehigh Valley and Scranton/Wilkes-Barre. Job Description: This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction. Responsibilities: <ul> <li>Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs</li> <li>Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships</li> <li>Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends</li> <li>Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects</li> <li>Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues</li> <li>Coaches and mentors peers, while utilizing leadership skills</li> <li>Adapts to changes in sales practices and broader market and industry conditions as needed</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Prospecting</li> <li>Relationship Building</li> <li>Risk Management</li> <li>Financial Analysis</li> <li>Leadership Development</li> <li>Project Management</li> <li>Referral Identification</li> <li>Sales Performance Management</li> <li>Business Development</li> <li>Client Experience Branding</li> <li>Continuous Improvement</li> <li>Data and Trend Analysis</li> <li>Pipeline Management</li> </ul> Required Skills: <ul> <li>7+ years’ experience in broad based commercial lending/corporate finance/relationship management experience</li> <li>Demonstrates ability to successfully manage an extensive portfolio of clients.</li> <li>Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions. </li> <li>Professional proven sales skills and experience, including planning, execution and follow up of client meetings. </li> <li>Strong corporate finance, capital markets and accounting acumen. </li> <li>Financial modeling experience and the completion of a formal credit training is required. </li> <li>Outstanding oral and written communication skills. </li> <li>Demonstrated leadership ability. </li> <li>Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. </li> <li>Securities Industry Essentials (SIE), Series 7 &amp; 63 (Must obtain SIE, series 7 &amp; 63 license within 180 days of start date)</li> </ul> Desired Skills: <ul> <li>Undergraduate degree in related field or equivalent work experience. MBA desirable.</li> <li>Existing knowledge of the market preferred.</li> <li>Active member/participation in local community organizations </li> <li>Highly desirable to have active networking contacts and Centers of Influence established in local markets</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Sr. Relationship Manager, Global Commercial Banking - Middle Market Banking (Scranton)

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 sits within the front line Business Controls team in Global Payment Solutions (GPS) and is responsible for leading and designing the strategy related to financial crimes compliance within the GPS business. Key responsibilities include ensuring capabilities are in place to drive the day-to-day execution of the Operational Risk Management Framework, including the implementation of LOB specific processes and tools to drive adherence to regulatory requirements and enterprise-wide standards &amp; policies related to financial crimes. Job expectations include providing oversight and establishing effective quality assurance and control processes. Required skills: Must have these skills to be minimally qualified * Minimum of 10 years experience in the payments industry, international, and GFC experience Responsibilities: <ul> <li>Engages with stakeholders to identify issues related to financial crimes and assures action plans &amp; control improvements for issue resolution</li> <li>Demonstrates broad understanding of the GPS business including International payments and new payments rails like real time payments, pay by bank, pay to card and virtual accounts management.</li> <li>Work closely with control partners in Compliance to ensure two-way communication of business capabilities and regulatory adherence</li> <li>Have good understanding of regulatory requirements related to economic sanctions and AML screening of transactions and relationships</li> <li>Provide oversight on fraud monitoring including understanding and compliance with regulatory requirements across the globe where GPS provides services</li> <li>Have basic understanding of payment related data flows and associated data quality challenges vis-à-vis Banking Secrecy Act (BSA) and travel rule requirements</li> <li>Oversees the assessment of the design and effectiveness of the risk and control environment to ensure adherence to enterprise-wide standards</li> <li>Oversees the implementation of optimized controls and enhanced Quality Assurance (QA) practices to support business efforts</li> <li>Oversees GPS responses for regulatory exams, internal audits, and other monitoring and inspection reviews related to financial crimes</li> <li>Active participation in the key governance forums including Business Control Forums, Regulatory Initiative forums, Product &amp; Sales level governance forums</li> <li>Acts as an ambassador of the risk culture, monitoring and reporting on the Line of Business or Enterprise Control Function's Operational Risk Profile</li> <li>Bachelor's degree preferred or relevant work experience</li> </ul> Required Skills: <ul> <li>Controls Management</li> <li>Payments product knowledge</li> <li>Financial Crimes regulatory requirements</li> <li>Oral Communications</li> <li>Risk Management</li> <li>Stakeholder Management</li> <li>Strategy Planning and Development</li> <li>Continuous Improvement</li> <li>Drives Engagement</li> <li>Influence</li> <li>Strategic Thinking</li> <li>Data and Trend Analysis</li> <li>Decision Making</li> <li>Problem Solving</li> <li>Quality Assurance</li> </ul> This job is responsible for leading a function dedicated to designing a strategy to drive internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include ensuring capabilities are in place to drive the day-to-day execution of the Operational Risk Management Framework, including the implementation of LOB and ECF specific processes and tools to drive adherence to enterprise-wide standards. Job expectations include providing oversight and establishing effective quality assurance and control processes. Responsibilities: <ul> <li>Engages with stakeholders to identify issues and control improvements for remediation and ensures issue resolution</li> <li>Acts as an ambassador of the risk culture, monitoring and reporting on the Line of Business or Enterprise Control Function's Operational Risk Profile</li> <li>Oversees the assessment of the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards</li> <li>Oversees the implementation of optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts</li> <li>Ensures timely execution of QA activities including control execution, case management, and results reporting</li> <li>Oversees all operations front line unit responses for regulatory exams, internal audits, and other monitoring and inspection reviews</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>Opportunity &amp; Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.</li> <li>Manager of Process &amp; Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.</li> <li>Enterprise Advocate &amp; Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.</li> <li>Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.</li> <li>People Manager &amp; Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.</li> <li>Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.</li> <li>Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.</li> <li>Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.</li> </ul> Skills: <ul> <li>Controls Management</li> <li>Oral Communications</li> <li>Risk Management</li> <li>Stakeholder Management</li> <li>Strategy Planning and Development</li> <li>Continuous Improvement</li> <li>Drives Engagement</li> <li>Influence</li> <li>Strategic Thinking</li> <li>Talent Development</li> <li>Data and Trend Analysis</li> <li>Decision Making</li> <li>Problem Solving</li> <li>Quality Assurance</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Business Control Executive

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! Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Manahawkin - Route 72 Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being 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 Summary: This job is responsible for providing operational support for securities, loans, exchange traded derivatives and over the counter derivatives across multiple lines of business through the lifecycle of a trade. Key responsibilities include handling trading and operational activities before deadlines, maintaining internal systems and providing operational support to internal partners. Job expectations include maintaining a high degree of accuracy with customers and data to ensure compliance with regulations and policies. Responsibilities: <ul> <li>Processing Mandatory and Voluntary Corporate Actions for Fixed Income Instruments and supporting Fixed Income Desk.</li> <li>Cash/ Stock reconciliation for our counterparties on Stock Loan and Repo related queries within BofA across product, market, entity, trade status.</li> <li>Candidate must be on hand to offer premium Client service, deal with all Client queries, and manage the relationships between our clients and internal BofA departments.</li> <li>Direct interaction and oversight of daily processing functions within the team to ensure all control standards are met.</li> <li>Assist with large scale initiatives to drive operational excellence, reduce the risk profile, and be an integral part of the teams success. </li> <li>Oversee the daily reconciliations for Fixed Income Products. Ensuring elections are processing in timely manner. Allocation of payments received from paying agent in timely manner. Involvement in ad hoc projects for new processes or industry initiatives surrounding fixed income corporate actions. </li> <li>Performs set-up and maintenance of core data across client, account, instrument, and agreement data, and oversees data quality within key data platforms</li> <li>Ensures transactions are completed in an accurate and timely manner</li> <li>Provides operational support for one or more activities within the lifecycle of a trade, including trade processing, trade settlement, accounting and reconciliation, lifecycle events, and collateral management</li> <li>Conducts daily monitoring of client trading activity across multiple markets, servicing clients' needs</li> <li>Completes accurate, timely clearing and settlement of trades with internal and external counterparties, including reconciliation management and governance of trade fails and breaks</li> <li>Performs tasks accurately during high volume periods in a team environment</li> <li>Identifies and flags potential risks in a timely manner</li> </ul> Required Skills: <ul> <li>Minimum 0-1 year of previous experience in corporate actions / dividends space is required .</li> <li>Ability to conduct discussions with stock loan and repo counterparts in a confident manner. ---Excellent communication skills and ability to present subject matter to an audience. ---Demonstrate the ability to work under pressure in a team environment.</li> <li>Self-motivated and able to work with little or no supervision. Candidate will be able to manage their own time and know when to escalate issues.</li> </ul> Skills: <ul> <li>Collaboration</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Active Listening</li> <li>Adaptability</li> <li>Business Acumen</li> <li>Client Management</li> <li>Data Collection and Entry</li> </ul> Skills: <ul> <li>Collaboration</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Active Listening</li> <li>Adaptability</li> <li>Business Acumen</li> <li>Client Management</li> <li>Data Collection and Entry</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Markets Support Analyst

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 payment processing solutions to small business clients primarily through 1:1 partnerships with assigned group of small business specialists, financial centers, and other internal partners. Key responsibilities include consulting with small business clients to understand their priorities and provide solutions that meet their business needs with a focus on more complex opportunities and solutions. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security. Additionally, this job requires prospecting for existing clients with merchant services needs. Responsibilities: <ul> <li>Leverages consultative sales process and knowledge of healthcare, retail, restaurant, and business to business industries to identify clients' business needs</li> <li>Recommends solutions that meet clients' needs with a focus on more complex opportunities and solutions</li> <li>Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to Service Level Agreements</li> <li>Builds meaningful relationships and collaborates with internal partners to provide subject matter expertise on merchant payment processing pricing, software, gateways, and security</li> <li>Identifies opportunities proactively and develops a pipeline for sales opportunities with internal partners and clients</li> <li>Acts as a champion for clients by connecting expertise across the company to help them achieve their goals</li> <li>Establishes relationships with associations, centers of influence, and vendor partners and adapts to an ever changing payment processing environment</li> <li>Independently identify sales opportunities from the bank’s portfolio of clients</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Payment Processing</li> <li>Pipeline Management</li> <li>Consulting</li> <li>Credit Documentation Requirements</li> <li>Oral Communications</li> <li>Referral Management</li> <li>Financial Analysis</li> <li>Prospecting</li> <li>Written Communications</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Complaints Management</li> </ul> Required Qualifications: <ul> <li>Customer focus</li> <li>Prospecting and referral sales</li> <li>Consultative sales</li> <li>Pipeline management</li> <li>Time management</li> <li>Technical expertise</li> <li>Relationship building</li> <li>Oral &amp; Written communication</li> <li>Problem solving</li> <li>Teamwork</li> <li>Presentation skills</li> <li>2+ years of sales experience</li> </ul> Desired Qualifications: <ul> <li>Merchant products and solutions</li> <li>Industry business acumen</li> <li>Multi-lingual ability is a plus</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Merchant Consultant - Manhattan Market

Job Description: 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 analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing. The Global Payment Operations (GPO) organization delivers global wire transfers and ACH payments for internal and external bank clients and supports end-to-end payment execution and investigations for transactions initiated through various channels. The team also provides sanctions screening on transactions for multiple products, in accordance with policies established by the Global Economic Sanctions Compliance team. This job is responsible for monitoring day-to-day payment flows, escalating, and providing resolution for various issues identified within operation's defined monitoring parameters. Key responsibilities include supporting defined procedures, routine analytics, and documenting tasks, and completing exception processing. Work Schedule: Sunday - Thursday 5 AM - 1:30 PM Responsibilities: <ul> <li>Assists with coordination of implementation for products, services, and operational solutions</li> <li>Supports the design, documentation, implementation, and monitoring of new products and services</li> <li>Provides guidance regarding procedural, technical, and operational changes</li> <li>Expands business products knowledge within operations environment</li> <li>Builds network by developing relationships with partners and teammates</li> <li>Inspects data to identify issues and trends</li> <li>Collects and interprets data to validate operational processes</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Monitoring, Surveillance, and Testing</li> <li>Process Performance Management</li> <li>Research</li> <li>Adaptability</li> <li>Business Analytics</li> <li>Critical Thinking</li> <li>Reporting</li> <li>Written Communications</li> <li>Data Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Process Design</li> <li>Process Effectiveness</li> <li>Strategic Thinking</li> </ul> Required Qualifications: <ul> <li>Ability to work independently and in a group setting</li> <li>Able to work overtime when needed</li> <li>Proficient with Microsoft Office suite </li> <li>Excellent communication skills both verbal and written</li> <li>Strong attention to detail</li> <li>Effective time management, organization, and task prioritization skills</li> </ul> Desired Qualifications: <ul> <li>General Banking experience especially in Global Payment Operations.</li> <li>Wire experience</li> <li>Systems experience</li> <li>Experience with troubleshooting</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Operations Analyst - Global Payment Operations Event Management

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! Responsibilities: • Manages client traffic, engaging and appropriately routing clients, and fosters client retention • Manages business results through formalized management routines and coaching • Creates a world class client experience environment • Manages market-level initiatives prescribed by market leaders • Drives operational excellence by engaging employees on business strategy • Manages organizational priorities and effective execution Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client • Collaborates effectively to get things done, building and nurturing strong relationships • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives • Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed • Communicates effectively and confidently and is comfortable engaging all clients • Has the ability to learn and adapt to new information and technology platforms • Applies strong critical thinking and problem-solving skills to meet clients' needs • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment • Can interpret performance results, find opportunities to drive success and hold others accountable to results • Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions • Experience in mortgage, retail and/or hospitality • Experience working in an environment with individual and team goals where goals were routinely met or exceeded • Bilingual skills Skills: • Customer Service Management • Performance Management • Coaching • Customer and Client Focus • Talent Development • Risk Management • Sales Performance Management • Business Operations Management • Recruiting • Result Orientation • Referral Management • Leadership Development • Inclusive Leadership • Prioritization • Problem Solving Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Center Assistant Manager - Cottman Plaza Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver 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. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Hewlett Financial Center, NY

Job Description: The candidate would support the US Economics team in analyzing, forecasting and communicating house views. This job will involve working with large data sets, taking ownership of coverage of certain sectors of the economy, helping to run macro models and assisting senior economists in the team with research projects. The candidate will also assist in compiling regular daily and weekly reports. There will be interaction with the sales force and traders, with some time spent sitting on the trading floor to analyze economic and Federal Reserve releases. This job also requires initiative and independent judgment to proactively generate and execute research ideas, and respond to internal (sales force and traders) and external client questions and requests. Responsibilities <ul> <li>Write regular reports on economic events and their impact on the market</li> <li>Write thought pieces on broader macroeconomic issues</li> <li>Take over primary coverage of key sectors of the US economy</li> <li>Work with Senior Analysts to develop key themes</li> <li>Assist Senior Analysts in creating and updating presentation materials for client meetings and events</li> <li>Develop databases integral to different research products</li> <li>Seek out new, value-added, and/or unusual sources of information</li> <li>Leverage our robust internal data set</li> </ul> Requirements <ul> <li>PhD-level coursework in economics. PhD preferred but not required</li> <li>1-2 years of relevant work experience preferred</li> <li>Demonstrate knowledge of Econometrics</li> <li>The candidate must be able to thrive in a fast-paced and intense environment</li> <li>Strong writing and spreadsheet skills. Must be an expert at MS Excel</li> <li>Experience working with statistical packages and/or programming experience</li> <li>Must have excellent communication skills, written and verbal</li> <li>Must have strong attention to detail, ability to multi-task</li> <li>Must work well in a collaborative team environment</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Associate, US Economics, Global Research

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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

326 Jobs in Princeton, NJ, USA