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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 resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions. Responsibilities: <ul> <li>Identifies client needs and recommends solutions when fraud has been identified</li> <li>Records data captured during client interactions accurately</li> <li>Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis</li> <li>Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy</li> <li>Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls</li> </ul> Required Qualifications: <ul> <li>Must be a current Bank of America Year Up intern with a good performance history</li> <li>1+ years of customer/client service experience, including experience handling difficult client situations</li> <li>Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives</li> <li>Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions</li> <li>Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule</li> <li>Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays</li> <li>Communicates effectively and confidently with all clients to make their financial lives better</li> <li>Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections</li> <li>Comfortable receiving ongoing performance feedback and coaching</li> <li>Ability to learn and adapt to new information and technology platforms</li> <li>Minimum of an intermediate level of proficiency with computers and current technology</li> </ul> Desired Qualifications: <ul> <li>1+ years of experience in the banking/financial industry</li> <li>1+ years of experience working in a client service capacity​</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer Service Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Active Listening</li> <li>Adaptability</li> <li>Client Solutions Advisory</li> <li>Data Collection and Entry</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Client Experience Branding</li> <li>Fraud 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

Bank of America

Client Services Representative II

Job TitleSpatial Data ManagerJob Description SummaryThe role of the Spatial Data Manager (SDM) will be responsible for day-to-day functionality of the client’s Space Management tool including data integrity of CAD floor plans, occupant data and reporting (regular or ad hoc) for a client portfolio or set of buildings.Job DescriptionPrinciple Responsibilities• Contribute subject matter expertise in the areas of spatial data management, CAD / CAFM administration, space and occupancy data analytics and space utilization measurement.• Ensure compliance of client space data standards, establish a consistent data governance model.• Provide vital linkage between space management platform and industry best practices; introduce innovation to the account team/client.• Hold expertise in CAD/CAFM and the methodologies and calculations used to generate and analyze allocation deliverables.• Provide support as necessary to peer teams as it relates to space, occupancy and / or utilization data.• Contribute to data governance process - control of input sources and data consistency• Contribute to data confidence - control of data measurement standards and KPI’s• Establish core program standards for global space naming conventions, allocation model application, drawing standards and reporting standards• Establish working relationships and guides the development of roles and responsibilities with partners• Establish governance program/process and data quality assurance reporting for global consistency of portfolio space and occupancy data• Proactively monitor the execution of the client space allocation model and delivery of reporting in accordance with client space allocation process• Serves as SPOC and global system administrator for client space data management system, enforcing user controls and system continuity• Enable all system integration efforts with the CAFM system to further enhance the availability and quality of spatial and occupancy data• Recommend process improvements and performance enhancements in the use of the client space data management system• Provides space data management system training for system users• Responsible for guiding and reviewing recommendations to enhance operational efficiency, service delivery, cost savings, and innovative service advancements for all functional areas• Coach the space team leadership in effective space planning and FF&amp;E solution development, ensuring compliance with established process workflows and consistent service delivery for all project typesRequirements• BA/BS degree or equivalent combination of education, training and experience in Architectural Technology, Space Planning, Space Data Management, Data Analytics or Occupancy Planning• 4 to 8 years experience in a corporate real estate environment• Proficient in MS Office Suite software applications• Proficient with AutoCAD• Experience with CAFM systems preferred• Experience with Serraview preferred• Demonstrates proficiency in architectural and engineering drawings, concepts &amp; design• Excellent customer service and interpersonal relationship skills• Ability to work independently and as part of a team• Able to build strong relationships with internal and external partners to deliver effective services• Strong oral, written and presentation skills• Assumes ownership of requests in order to ensure successful completion• Strong attention to detail and quality with ability to handle concurrent projects with minimal supervision and direction#LI-Remote#Remote Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $81,600.00 - $96,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Spatial Data Manager

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 providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: <ul> <li>Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings</li> <li>Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests</li> <li>Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk</li> <li>Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA</li> <li>Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Prioritization</li> <li>Administrative Services</li> <li>Emotional Intelligence</li> <li>Referral Identification</li> <li>Written Communications</li> </ul> Required Qualifications: <ul> <li>FINRA Securities Industry Essentials (SIE), Series 7 &amp; 66 (or both 63/65 in lieu of 66)</li> <li> Displays advanced industry knowledge and understanding of investment products</li> </ul> Desired Qualifications: <ul> <li>Energetic individual that is self-motivated, coachable and flexible in thought</li> <li>Enjoys a fast-paced environment with changing and evolving responsibilities</li> <li>Detail oriented</li> <li>Invested in personal development</li> <li>Consistently pursues client experience excellence</li> <li>Works quickly to fulfill client needs, delivering complex solutions</li> <li>Frequent communication and an abundance of discretion with sensitive information</li> <li>Microsoft Word, Excel and PowerPoint experience with Salesforce a plus</li> <li>Professional verbal and written communication​​</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 37.5

Registered Wealth Management Client Associate (FP)

Job Description: Business Overview Global Mortgages &amp; Securitized Products is engaged in client focused Trading, Origination, Lending, and Sales activities across a broad range of mortgage and asset backed products, including: <ul> <li>Asset-Backed (autos, credit cards, student loans, trade receivables, etc)</li> <li>Commercial Real Estate</li> <li>Residential Mortgages</li> <li>Mortgage and Asset-Backed Finance and Advisory Business</li> </ul> Our global businesses are actively involved in lending, hedging, issuing and trading loans and securities. We work aggressively to tailor solutions and provide liquidity for our customers. Specific product areas include: Agency Pass Through securities, Collateralized Mortgage Obligations (CMOs), Agency ARMS, Non-Agency RMBS and Whole Loans, Consumer ABS, Index, Mortgage Finance, Reverse Mortgages, and Commercial Real Estate. Many of the above activities are transacted utilizing both cash and derivatives used as either trading or financing instruments. Sales Overview <ul> <li>Global Structured Products Sales is responsible for the development, growth and on-going servicing of client relationships</li> <li>Strong analytical and inter-personal skills are crucial in a salespersons ability to deliver the full capabilities of BAML Global Investment Banking to clients</li> <li>Relationship management, understanding and aligning client goals with BAML businesses opportunities</li> <li>Providing solutions and anticipating trading activity within a fast paced, highly competitive and constantly changing work environment</li> <li>Be knowledgeable in all product areas: CMBS, Non-Agency RMBS, Agency RMBS, ABS &amp; esoteric sectors</li> <li>Develop personal relationships with BAML’s clients across their product expertise spectrum</li> <li>Foster mutually beneficial relationships/partnerships with strategic personnel between clients, department colleagues &amp; the firm as a whole.</li> <li>Disarm &amp; amend stressful situations/problems between stake holders.</li> <li>Be able to anticipate &amp; react to market situations given firm risk position &amp; client goals in a timely manner</li> </ul> Roles and Responsibilities <ul> <li>The mortgage and asset backed markets have undergone significant changes over the past few years. There is now an increasing investor demand for securitized products and there are many growth opportunities across these businesses and markets.</li> <li>The associate will be exposed to the daily business flow and market activity and will have one on one interaction with origination, trading, structuring, analytics, and sales personnel. Interns will be expected to provide meaningful contributions to the desk over the course of their rotation. This will include analysis of current trades/structures, assisting in the marketing of products through salesperson interaction, and culminates in a final sales-pitch presentation for a pre-selected offering made to our entire sales/trading team. </li> <li>Securitized products are analytical by nature. Successful bankers, traders, and sales people are very proficient at understanding both the collateral that back these deals as well as the deal structures. Strong analytical skills are necessary to value, trade, and structure these deals and strong communication skills are necessary to explain these deals to clients.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Analyst/Associate, Global Mortgage Products - Mortgage Sales

<a href="https://www.myworkday.com/usfoods/d/task/2998$47185.htmld" target="_blank">ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE</a>Join Our Community of Food People!Provides routine and ad-hoc installation, service and consultation on all beverage equipment, to include bar guns, juice machines, fountain heads, coffee machines, espresso units, bubblers, smoothie and soft serve equipment. Works closely with sales for onsite surveys and record keeping, to include contracts, work orders and service logs. Additionally, the Technician performs preventative maintenance on equipment in the field as well as on-call rotation with other Technicians to properly install, maintain and service equipment.ESSENTIAL DUTIES AND RESPONSIBILITIES <ul> <li>Install new and replacement beverage equipment for new and existing customers</li> <li>Provide routine and ad-hoc maintenance, repair, cleaning and sanitation of beverage equipment for assigned customers</li> <li>Maintain an adequate inventory of all beverage equipment parts – responsible for tracking, maintaining and ordering inventory</li> <li>Partner with customer and sales associate to ensure USF products are being utilized in beverage equipment</li> </ul>SUPERVISION:<ul><li>None</li></ul>RELATIONSHIPS<ul> <li>Internal: Works closely with sales and operations</li> <li>External: Works closely with vendors and customers</li> </ul>WORK ENVIRONMENT<ul><li> Onsite: The associate in this role is expected to perform assigned responsibilities inside a US Foods office-based environment.</li></ul>MINIMUM QUALIFICATIONS <ul> <li>Two years of experience installing and servicing commercial beverage equipment</li> <li>Working knowledge of electricity</li> <li>Working knowledge of plumbing</li> <li>Working knowledge of refrigeration systems</li> <li>Demonstrated mechanical skills</li> <li>Ability to operate effectively/efficiently in a fast-paced, unsupervised environment</li> <li>Ability to operate warehouse equipment (i.e. forklift, pallet jack, cherry picker, etc.)</li> <li>Must have good driving record</li> </ul>EDUCATION<ul><li>High School Diploma or GED</li></ul>PHYSICAL QUALIFICATIONS<ul> <li>Requires the ability to lift a minimum of 60 lbs</li> <li>Must be able to perform the following physical activities for described length of time.</li> </ul>OCCASIONALLY: 1% - 33 / FREQUENTLY: 34% - 66% / CONTINUOUSLY: 67% - 100% or NEVERJOB REQUIRES WORKER TO - FREQUENCY:STAND - CONTINUOUSLYWALK - CONTINUOUSLYDRIVE VEHICLE - CONTINUOUSLYSIT - OCCASIONALLYLIFT:1-10 lbs (Sedentary) -CONTINUOUSLY11-20 lbs (Light) - CONTINUOUSLY21-50 lbs (Medium) - FREQUENTLY51-100 lbs (Heavy) - FREQUENTLYOver 100 lbs (Very Heavy) - OCCASIONALLYCARRY:1-10 lbs (Sedentary) - CONTINUOUSLY11-20 lbs (Light) - CONTINUOUSLY21-50 lbs (Medium) - FREQUENTLY51-100 lbs (Heavy) - FREQUENTLYOver 100 lbs (Very Heavy) - OCCASIONALLYPUSH/PULL 1 - OCCASIONALLYCLIMB/BALANCE 2 - OCCASIONALLYSTOOP/SQUAT - OCCASIONALLYKNEEL - OCCASIONALLYBEND - OCCASIONALLYREACH ABOVE SHOULDER - OCCASIONALLYTWIST - OCCASIONALLYGRASP OBJECTS 3 - CONTINUOUSLYMANIPULATE OBJECTS 4 - CONTINUOUSLYMANUAL DEXTERITY 5 - CONTINUOUSLY1 (Push/Pull: Hand truck, gate, straps, metal ramp, truck door, dolly, boxes, truck gear shift)2 (Climb/Balance: In/Out Truck/Trailer to cab. On/Off ramp to ground level and side doorsteps and Platform of trailer. Stairs)3 (Grasp Objects: Hand truck, boxes, cartons, steering wheel)4 (Manipulate Objects: Boxes, dolly, metal truck ramp, hand truck, paperwork, truck gate, straps)5 (Manual Dexterity: Typing, use of office machines such as copiers, printers)Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law (for example: state minimum wage thresholds). The expected base rate for this role is between $19 - $29***EOE Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Protected Veteran/Disability Status***

US Foods

Dispenser Technician - New England

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! Bank of America’s Experience Design (XD) team creates world-class end-to-end digital experiences that are intuitive, innovative, engaging and inclusive. We are a multi-disciplinary design organization with expertise across product design, user experience, conversational/AI design, creative direction, ux research and user testing, design program management, production design, content strategy, copywriting, and design technology. The team is constantly defining, iterating, solving problems, and working together to find ways all our digital platforms can empower customers to reach their financial goals by designing and delivering next-level experiences that provide ease, convenience and safety while matching to individual needs and preferences. Bank of America is looking for a Sr. Lead Experience Designer for an interdisciplinary product design team that delivers strategic and tactical solutions in support of the business-critical Consumer and Business Banking portfolio of work. A trusted advisor for Directors, senior leaders and the Experience Design team for highest quality execution across a complex portfolio of projects. Leader for team on vision, quality, execution, professionalism, and delivering on-time and on-budget. The role will shape the vision of experience strategies with deep domain knowledge and continuously craft new frameworks shifting teams from execution to strategy to influence leaders, peers, and stakeholders from across the organization and ensure roadmap projects are delivered with a high bar of adding to a culture of creativity, accountability, discourse, and measurable key results. As a Sr. Lead Experience Designer, you will: <ul> <li>Lead, design, optimize and deliver useful and elegant, best-in-class digital experiences and vision working from a multidisciplinary, holistic perspective from concept to execution and implementation </li> <li>Applying a broad range of product design capabilities across user experience and visual design to craft complete vision, product and experience solutions across domains, programs and lines of business. </li> <li>Trusted advisor to leaders and partners with a diverse set of program stakeholders and cross-functional teams – including product management and engineering – cultivate network required to drive decisions and vision. </li> <li>Serve as a high-level craft and delivery expert on complex work while collaborating with researchers, technologists, designers and delivery managers across the team. </li> <li>Autonomously lead multiple designers to develop and deliver advanced experience design deliverables across the discovery and accountable for delivery design workflow while providing oversight, including information architectures, user flows mapping user journey, wireframes, high fidelity designs, compositions, design specifications, redlines and prototypes. Deliver exemplary solutions while proactively implementing better practices and methods. </li> <li>Drive advanced analysis, clarity, synthesizing, assessing, providing focus and bringing decisive leadership amid ambiguity and guiding to best design approach. Operate at scale by seeking connecting patterns across projects and lines of business. </li> <li>Lead, conceptualize and design digital experiences across web, mobile web, and native apps (iOS and Android), utilizing evaluative testing to refine and enhance the customer journey. </li> <li>Lead, evaluate and benchmark existing product and service experiences, apply design expertise and heuristics and competitive insights and new frameworks to move discussions forward. </li> <li>Organize design critiques, formally mentor other designers, and manage multiple complex programs to drive timely, high-quality outcomes. </li> <li>Work on multiple complex programs or lines of business, managing time and expectations with stakeholders across the organization and XD, staying knowledgeable on project and product details. Drive timely, quality delivery by managing multiple projects and actively providing status updates to XD and partner management. </li> <li>Actively contribute to standards, reflect our design system patterns in work and champion best practices while setting visions on portfolio for innovative digital and technology experiences. </li> <li>Model of excellent visual, communication and storytelling skills. Demonstrate thought leadership by challenging the status-quo, present independently and navigate questions, conceive, pitch, execute creative ideas, patterns and standards. </li> </ul> Required Qualifications: <ul> <li>8+ years of industry design experience operating as an end-to-end multidisciplinary product designer, with strong capabilities across a range of design disciplines </li> <li>An outstanding portfolio that exemplifies excellence in experience design demonstrating end-to-end multidisciplinary product design. </li> <li>A strong track record leading the successful execution of large customer-facing digital experiences, multi-channel consumer-facing applications, responsive web, and websites, including complex, compliant and transactional systems. </li> <li>Expert in user-centered design principles, development of better practices, and rapid ideation processes like Lean UX, Design Sprints, and Agile. </li> <li>Ability to anticipate questions, lead and facilitate discussions and model ability to shift across portfolios and programs. </li> <li>Demonstrated success in influencing and advising executives and cross-functional teams to drive to decisions and resolutions with senior stakeholders and launch complex customer-facing digital products and programs. </li> <li>High level of proficiency in working with and contributing to design systems and adhering to brand guidelines, leveraging quantitative and qualitative data to inform and inspire design. </li> <li>Expert level proficiency with design tools, including Figma, Adobe suite, and Sketch. </li> <li>Exemplifies leadership in envisioning, problem-solving with a strong work ethic, showcasing reliability in issue resolution and time management with a focus on achieving results. </li> <li>Demonstrated ability to lead in collaborative settings, builds and nurtures strong relationships. </li> <li>Continuous learner with strong interest in, and aptitude for learning new design and technology skills </li> <li>Excellent communicator in written and verbal form; strong listening and presentation skills, ability to work well with executives, with proven ability to facilitate and influence. </li> <li>Adapts swiftly and positively to change, embodying curiosity, resilience and flexibility. </li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree in design with corresponding experience. </li> <li>Financial or similar industry experience preferred. </li> <li>Project management experience a plus.</li> </ul> <h3>For internal employees; participation in a work from home posture does not make you ineligible to post</h3> <h3>It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</h3> <h3>The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC</h3> Shift:1st shift (United States of America) Hours Per Week: 40

Sr. Lead Experience Designer - Bank of America Experience Design

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! Settlement Officer II (SO II), Estate Settlement Services (ESS), Private Bank - Accountable for managing and settling the smaller and/or less complicated estates and/or terminating trusts requiring a lesser degree of technical expertise and knowledge. Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within Settlement team. Responsible for coordinating information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. Non-licensed associate. Skills: <ul> <li>Account Management</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Risk Management</li> <li>Written Communications</li> <li>Collaboration</li> <li>Decision Making</li> <li>Issue Management</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Management</li> <li>Process Simplification</li> <li>Referral Identification</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not make you eligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Settlement Officer II (SO II), Estate Settlement Services (ESS)

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): • Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications • Focuses daily on service to sales with existing Merrill clients • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals You’re the kind of person that (required skills): • Is client-focused with a passion for excellence and a positive team attitude. • Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment. • Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. • Is an effective communicator with an aptitude for sales and relationship management • Has strong computer skills • Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66. • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication. • Is ambitious, disciplined, hardworking, resilient and willing to learn. You’ll be even more prepared if you have (desired skills): • A bachelor’s degree, or 1-2 years of experience in a performance-based environment. • The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses. • Leadership capabilities. Skills Used in this Role: • Establishing Trust • Customer Service • Overcoming Objections • Consulting • Risk Management • Organization • Critical Thinking • Conflict Resolution • Building Rapport • Active Listening • Customer Focus • Analytical Thinking Additional Skills: •Attention to Detail •Critical Thinking •Customer and Client Focus •Oral Communications •Prioritization •Active Listening •Decision Making •Emotional Intelligence •Result Orientation •Written Communications •Account Management •Adaptability •Client Experience Branding •Coaching •Referral Identification Shift:1st shift (United States of America) Hours Per Week: 40

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

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for leading and mentoring a diverse team of tax associates who provide fiduciary tax compliance and technical tax expertise to meet the needs of our Private Bank clients. Key responsibilities include ensuring all tax responsibilities required of the team’s assigned accounts are timely and accurately fulfilled, achieving client focused service standards while complying with bank standards, policies and federal and state tax laws. Job expectations include remediating escalated fiduciary tax and accounting issues, improving business processes, and managing risk. Responsibilities:• Leads seasonal delivery of accurate and timely tax reporting to our clients and taxing authorities by organizing and effectively communicating tax season tasks to the team and department • Implements new and existing federal and state tax reporting requirements to ensure timely and accurate reporting • Makes decisions and oversees teams prescribed service standards, tax return accuracy, and client focused communications • Drives culture and behaviors to focus on continuous improvement and management of end-to-end processes • Proactively identifies and controls risks, maintaining the culture of strong self-identification and remediation • Leads by example, builds partnerships and connects with others across the organization to achieve results Team Leader Responsibilities: This position may also have responsibilities for team leading associates. At Bank of America, all team leaders at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. <ul> <li>Opportunity &amp; Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.</li> <li>Manager of Process &amp; Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.</li> <li>Enterprise Advocate &amp; Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.</li> <li>Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.</li> <li>People Manager &amp; Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.</li> <li>Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.</li> <li>Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.</li> <li>Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree &amp; MST or MBA preferred.</li> <li>Years of Experience – 10+</li> </ul> Skills: <ul> <li>Coaching</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Risk Management</li> <li>Business Operations Management</li> <li>Business Process Analysis</li> <li>Client Management</li> <li>Learning Delivery</li> <li>Record Keeping</li> <li>Client Experience Branding</li> <li>Office Administration</li> <li>Process Management</li> <li>Succession Planning</li> <li>Tax Administration</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. Shift:1st shift (United States of America) Hours Per Week: 40

Fiduciary Tax Team Leader

About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. Compensation RangeAnnual Salary: $70,500.00 - $121,000.00 (Amount based on relevant experience, skills, and competencies.)About This JobThe main purpose of this job is to sell card payment services to “C” level associates at targeted enterprise level businesses, hospitals, educational and government entities. These targeted companies may, or may not, have an established relationship with Commerce Bank.Essential Functions<ul> <li>Conduct sales calls using consultative business process reviews and move prospective client through the sales cycle from the first appointment to contract signing</li> <li>Set appointments with prospects through the telephone, email, and marketing campaigns</li> <li>Identify prospect goals and objectives for process improvement then recommend solutions to help meet these goals and objectives</li> <li>Provide value-added services including technical support, Product Development and Relationship Management</li> <li>Negotiate contract terms and pricing that will be appealing to the customer and deliver an acceptable return to Commerce</li> <li>Prepare customized request for information, request for proposal, file spend analysis, proposals and sales presentations</li> <li>Perform other duties as assigned</li> </ul>Knowledge, Skills &amp; Abilities Required<ul> <li>Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements</li> <li>Strong understanding of business concepts including account payable, purchasing and accounting systems</li> <li>Strong knowledge of consultative sales process</li> <li>Strong data analysis skills</li> <li>Skilled at interacting with senior managers and able to develop a business case</li> <li>Able to work independently but with some oversight from direct supervisor</li> <li>Capable of managing relationships independently and in negotiating sales and contracts</li> <li>Superior presentation skills</li> <li>Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities</li> <li>Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills</li> <li>Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values</li> <li>Advanced level proficiency with Microsoft Word, Excel and Outlook</li> </ul>Education &amp; Experience<ul> <li>Bachelor’s degree in Business Administration or equivalent combination of education and experience required</li> <li>7+ years new customer acquisition sales experience required, preferably within the banking/financial services field</li> <li>Proven track record within the team selling and lead sharing environment required</li> </ul>For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.**Level of role is determined by knowledge, experience, skills, abilities, and education***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Account Executive I, II, III, and Senior – Commercial Card job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $121,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.#LI-RemoteThe candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click <a href="https://careers.commercebank.com/us/en/benefits" target="_blank">here</a> to learn more.Location: Remote, Boston, Massachusetts 02151Time Type:Full time

102 Jobs in Quincy, MA, USA