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Job Description: Candidate will be a part of the Know Your Client (KYC) Outreach teams within the Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business. The Function The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner. In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience. The Role The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging with clients across business sectors and regions to meet KYC requirements for periodic refreshes in a timely manner. Role Responsibilities <ul> <li>Outreach to clients requesting and collecting KYC documentation</li> <li>Serve as the key point of contact for Clients as well as Bankers, Operations, Risk and other internal functions</li> <li>Ensure respective KYC client portfolios are covered across business and regions and adhere to internal governance routines within the FLU and those governed by support partners</li> <li>Monitor and understand the risks and impacts of non compliance with KYC processes, including restrictions, closures and associated business growth impacts</li> <li>Gather client feedback on policy, requirements and/or jurisdictional nuances where given to help improve the Bank’s processes</li> <li>Raise process issues and improvements that collectively help our clients</li> <li>Partner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, and other groups as needed</li> <li>Review clients for appropriate activity and liaise with Bankers on whether relationships with specific entities should continue</li> <li>Support the Outreach of both periodic refreshes as well as remediation and associated programs</li> <li>Support the Outreach of jurisdictionally or regionally stringent requirements where needed</li> <li>Ensure timely collection of client required documentation, including follow ups where needed</li> <li>Ensure voice of the client is heard while adhering to policies, laws, rules and regulations</li> <li>Ensure performance metrics are met and any exceptions are resolved within required timeframes</li> <li>Master customer due diligence (CDD) requirements and guide clients as needed to comply</li> <li>Support the collection of enhanced customer due diligence (ECDD) requirements and guide clients as needed to comply</li> <li>Adhere to bank privacy policies in securing non-public information obtained as part of KYC activities</li> <li>Embrace a collaborative and output oriented culture</li> </ul> Required Skills <ul> <li>Bachelor's degree or equivalent work experience</li> <li>4+ years experience in a client facing role within the financial services or a related industry</li> <li>Preferred: Certified Anti-Money Laundering Specialist (“CAMS”)</li> <li>Knowledge of AML CDD policy and standards, industry practices in AML CDD, including legal entities in global jurisdictions</li> <li>Must demonstrate a strong client focus</li> <li>Excellent interpersonal skills for motivation, collaboration and encouragement</li> <li>Professional Demeanor: Demonstrating patience, composure, and positive attitude.</li> <li>Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.</li> <li>Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.</li> <li>Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.</li> <li>Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detail</li> <li>Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Sr Client Outreach Specialist

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Process Overview* The Global Information Security (GIS) is responsible for protecting Bank information systems, confidential and proprietary data, and customer information. The Application Management and Continous Delivery (AMCD) team operates as an Agile Service team. We offer a set of services to CST and/or GIS as a whole, some more internally focused, some externally. It identifies and addresses vulnerabilities, Capacity scoping and planning for new infrastructure, Review/revision/expansion of MRDs, monitoring approaches based on the AMCD Policy and performs deployements through CI/CD Job Description* Bank of America is seeking a highly motivated L3 DevOps engineer to join our Global Information Security team. Candidate should be comfortable working with development teams to identify potential issues in both development and production environments. This person will join an agile service team focused on daily production service delivery and application deployment, taking a key role in Deployments, infrastructure planning, engineering, environment design and management for commercial and custom software applications. Responsibilities* Bank of America is seeking a highly motivated L3 DevOps engineer to join our Global Information Security team. Candidate should be comfortable working with development teams to identify potential issues in both development and production environments. This person will join an agile service team focused on daily production service delivery and application deployment, taking a key role in infrastructure planning, engineering, environment design and management for commercial and custom software applications. You will be an individual contributor responsible for researching, implementing, and supporting complex IT engineering tasks as a part of an agile Engineering Services team. Your tasks will include: • Collect information to analyze and evaluate existing or proposed systems. • Research, plan, install, configure, troubleshoot, maintain, and upgrade operating systems, hardware and software interfaces. • Apply an understanding of network fundamentals and security best practices with the ability to understand how the infrastructure communicates as a low level and how the system functions at a high level. • Must have a troubleshooting/problem solving mindset Requirements* Education* B.E. / B. Tech/M.E. /M. Tech/B.Sc./M.Sc./BCA/MCA (prefer IT/CS specialization) Certifications If Any DevOps Experience Range* 7-8 years Foundational skills* • A strong understanding and experience with containers and OpenShift or Dockers • Experience using CI/CD tools including Jenkins, Ansible, Subversion, Git, JIRA and Confluence • Production engineering/operations experience (minimum 5-7 years) • Strong experience as a Windows server Systems Admin/Engineer with the ability to troubleshoot and perform root-cause analysis in a complex environment. • Strong experience supporting and managing Web Based applications using IIS • Strong Experience using and setting up monitoring tools for monitoring health and performance of Web based applications. (ITRS, Nagios, SiteScope, Foglight, Splunk, Dynatrace) • Familiarity with MS-SQL, Oracle and familiarity how to perform basic queries if needed. • Experience in supporting infrastructure in a large enterprise environment • Good understanding of Change and Incident Management processes • Understanding of Agile projects, roles, and development support • Be able to run and bring to completion multiple competing projects. • Detail oriented work ethic. • Aptitude to independently learn new technologies • Strong written &amp; verbal skills combined with a passion for collaboration and teamwork. Desired skills • Background in Red Hat Linux administration a major plus • Scripting and automation with Visual Basic, Perl, python or PowerShell in a DevOps environment • Experience with patching of Windows servers and hosted applications. • Good understanding of various protocols such as http/https/tcp/smtp/snmp/dns Work Timings* 11:30 AM to 8.30 PM IST Job Location* Hyderabad; Chennai

Sr Analyst - Apps Prog

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 developing and delivering complex requirements to accomplish business goals. Key responsibilities of the job include ensuring that software is developed to meet functional, non-functional and compliance requirements, and solutions are well designed with maintainability/ease of integration and testing built-in from the outset. Job expectations include a strong knowledge of development and testing practices common to the industry and design and architectural patterns. Position Summary: Base24 Software Engineer This role is responsible for developing and delivering complex requirements to accomplish business goals. Key responsibilities of the role include ensuring that software is developed to meet functional, non-functional, and compliance requirements. This role ensures solutions are well designed with maintainability/ease of integration and testing built-in from the outset. These individuals possess strong proficiency in development and testing practices common to the industry, and have extensive experience of using design and architectural patterns. Responsibilities: <ul> <li>Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements</li> <li>Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained</li> <li>Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack</li> <li>Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle</li> <li>Performs spike/proof of concept as necessary to mitigate risk or implement new ideas</li> <li>Automates manual release activities</li> <li>Designs, develops, and maintains automated test suites (integration, regression, performance)</li> </ul> Required Qualifications: <ul> <li>15+ years’ experience with BASE24 on HP non-stop platform</li> <li>Proficient in TAL/COBOL/SCOBOL/C/Macro programming language required.</li> <li>Experience with NCR device handler, ATM and POS authorization, switch interface and WEB API including SOAP, REST XML/JSON interface</li> <li>ICE/Webgate experience highly preferred </li> <li>Agile/JIRA friendly</li> <li>Ability to create design artifacts and code necessary changes from Customer related requirements.</li> <li>Ability to navigate through BASE24 screens</li> <li>TSS, RMS, GGS, NDM</li> </ul> Desired Qualifications: <ul> <li>Crisp communication</li> <li>Positive Attitude</li> <li>Quick Learner</li> <li>Understands and have experience in Payments and Banking </li> </ul> Skills: <ul> <li>Application Development</li> <li>Automation</li> <li>Influence</li> <li>Solution Design</li> <li>Technical Strategy Development</li> <li>Architecture</li> <li>Business Acumen</li> <li>DevOps Practices</li> <li>Result Orientation</li> <li>Solution Delivery Process</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>Risk Management</li> <li>Test Engineering</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Software Engineer III

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: Responsible for taking a leadership role in driving consistent execution of fiduciary management policies, procedures and practices across fiduciary book of accounts. Plans and organizes resources to ensure account-specific and systemic issues are identified and addressed consistently and in a timely manner. Maintains close relationships with business partner executives to assist senior leaders to balance business strategy with fiduciary management responsibilities and to ensure significant issues and trends are effectively communicated and acted upon. Desired Quantifications: <ul> <li>Requires a thorough knowledge of the business line's functional structure and products/services set. Working knowledge of fiduciary principles and their application to internal policies and procedures.</li> <li>Bachelor's Degree, J.D. Preferred</li> <li>Minimum 3-5 years trust/fiduciary background</li> <li>Strong verbal &amp; written presentation skills, including all Microsoft Office software</li> <li>Ability to interface with all levels of the business</li> <li>Proven ability to meet organizational objectives</li> <li>Ability to leverage resources across the organization, driving collaboration and cooperation in order to achieve results</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Issue Management</li> <li>Policies, Procedures, and Guidelines Management</li> <li>Advisory</li> <li>Collaboration</li> <li>Corporate Governance Management</li> <li>Critical Thinking</li> <li>Risk Management</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Learning Delivery</li> <li>Research</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Senior Fiduciary Officer

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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! The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC 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 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 Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker, Santa Monica Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: You will play a key role in Client Onboarding, Account Maintenance ensuring our Compliance to Regulatory and Internal requirements financial integrity and regulatory compliance as well its Reporting. This role giving you a strong foundation in KYC Process, Risk Frameworks, Operational Risk, and Process Optimization. Responsibilities: Business and Operations: <ul> <li>Understand the local rules and regulations that governs the Know Your Client, Client Due Diligence, and Anti Money Laundering.</li> <li>Understand the documents requirements in onboarding Clients.</li> <li>Come up with and document the process to create and prepare the report.</li> </ul> Risk and Compliance: <ul> <li>Understand and implement changes resulting from Regulation update and Clients Mandate.</li> <li>Provide regulatory and audit exam management in partnership with Compliance for internal and external reviews.</li> <li>Manage the operational risk with stable operations and full compliance to local and global regulations.</li> <li>Satisfactory audits, reviews, exams (internal and Regulator driven).</li> </ul> Skills: <ul> <li>Minimum 3 years of experience in Banking Operations or Client Service, preferably related to KYC process </li> <li>Strong analytical skills with attention to details. </li> <li>Familiar with Legal Company Documents</li> <li>Familiar with banking transaction process flow and general banking knowledge and Regulations.</li> <li>Proven stakeholder relationship/influence management skills to achieve swift adoption through close partnership.</li> <li>Comfort working in a collaborative team environment.</li> <li>Ability to work in a high pressure and fast changing environment.</li> <li>Ability to manage alliances, client relationships, cross functional initiatives and process integration within the geography covered.</li> <li>Absolute team player and evidence of character consistent with Bank of America’s core values.</li> </ul>

Officer - New Accounts Maintenance, Global Banking 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 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! Candidate will be a part of the Global Markets Data Management (GMDM) team within the GM Platform group. Data Domain Management: The Global Markets Data Management team is responsible for establishing and executing data management strategy and data governance for Global Markets. The team works closely with other groups within Global Markets, other lines of business and Enterprise functions. The team drives strategic initiatives and projects in the areas of data management and governance. Members of the Data Domain Management team within GMDM are engaged in governance of the business data domains managed by the Global Markets LOB. The ideal candidate will have expert knowledge of Global Markets products, data structures, and processes, experience in running data management projects, and understanding the Bank of America policies, standards and procedures. Role Responsibilities: <ul> <li>Lead strategic development of data structures and data control frameworks within Global Markets LOB</li> <li>Manage data governance aspect of existing and new data sourcing projects, interface with tech, quantitative, and business groups representing providers and consumers of the Global Markets data.</li> <li>Enhance data governance of the business data domains managed by the Global Markets LOB.</li> <li>Conduct research of issues related to data quality, definitions, transformations, and applications for specific use cases.</li> </ul> Required Skills: <ul> <li>Bachelor's degree or equivalent work experience</li> <li>Strong knowledge of financial markets and traded products</li> <li>In depth knowledge of one or more areas within Global Markets or related functions</li> <li>Experience in managing discussions with multiple stakeholders</li> <li>Strong analytical, critical thinking and problem solving skills</li> <li>Ability to facilitate discussions across various levels of stakeholders</li> <li>Project management skills, ability to multitask and properly prioritize multiple projects</li> <li>Good communication, interpersonal and organizational skills</li> <li>Ability to work with large datasets using advanced Excel or SQL</li> </ul> Desired Skills: <ul><li>Knowledge of the various functions within Global Markets trading organization and other functions interacting with Global Markets, such as Operations, Risk, Finance</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

Global Markets Data Domain Management

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>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</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>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.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> </ul> <ul><li>Obtained your insurance licenses</li></ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> *****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- San Jose Area

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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. We’ll help you: <ul> <li>Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li>Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li>Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li>Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li> <li>Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li> <li>Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li> <li>Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li> <li>As a Financial Solutions Advisor Stage I, you can look forward to</li> <li>Unlimited potential for financial growth.</li> <li>A strong referral base from across the business through our relationship with one in every two households.</li> <li>Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li> <li>Robust marketing support to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li> <li>Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li> <li>We’re a culture that</li> <li>Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li> <li>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li> <li>Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.</li> <li>Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li> </ul> Required Qualifications <ul> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.</li> <li>Communicates clearly and confidently with clients from all walks of life.</li> <li>Works well with others and collaborates productively to get things done.</li> <li>Can manage complexity, prioritize tasks and execute in a fast-paced environment.</li> <li>Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.</li> </ul> Desired Qualifications <ul> <li>Bilingual - Spanish</li> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate - Taylorsville Financial Center - Bilingual, Spanish Preferred

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! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment. The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 &amp; 66 must be obtained within 120 days; Series 7 and Series 66 (63 &amp; 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role. 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 your position requires SAFE Act registration, you will be 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. Required Qualifications: <ul> <li>Demonstrates willingness to complete required industry licensing</li> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

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