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<h2 id="jobDescriptionHeading"> Job Description </h2> The Oklahoma Heart Institute is looking to fill a 2025 full-time physician position for an inpatient rounder. The position is weekdays only (Mon-Fri, 7:00 am to 5:00 pm) at our main campus in beautiful Tulsa. The physician will be caring for inpatients, both consults and rounds. This may include complex cardiovascular patients. No procedures will be required. Strong support staff with cardiology advanced practice providers and cardiologists. Expected Patient Load per day starts at 20 and can vary to 25 or more. There are no call, weekends, or holiday requirements for this role. The ideal candidate must be efficient with charting and focused on patient care. Be part of a team based, family approach team where we all work together and help each other. The hospital culture is welcoming and fast-paced as the team focuses on cutting-edge technology. About this Cardiology / IM Physician Job Opening: <ul> <li>PE Center of Excellence (1 of 3 in the country)</li> <li>Gold Level ELSO Award of Excellence in Life Support</li> <li>Progressive Research Department with multiple ongoing studies</li> <li>Cutting-edge technology for procedures.</li> <li>Thriving program- this is a new, planned position to support growing needs.</li> <li>Full-Time Employment (1.0 FTE)</li> <li>Schedule: Mon-Fri (7am-5pm)</li> <li>Inpatient Only</li> <li>Daily Patient Load of 20-25 and up</li> <li>No Call, Weekends, or Holiday Requirements</li> <li>EMR: Epic</li> </ul> Minimum Requirements: <ul> <li>ABIM board-certified/eligible Internal Medicine or Cardiology Physician</li> <li>Residency Trained in Internal Medicine</li> <li>Fellowship Trained in Cardiovascular Disease is a plus but not required</li> <li>Experienced and graduating Internal Medicine or Cardiology physicians are encouraged to apply!</li> </ul> Compensation Package Highlights: <ul> <li>Base Salary + wRVU production incentive</li> <li>CME allowance</li> <li>Sign-on bonus</li> <li>Medical debt assistance + Consultative services by Navigate Student Loans</li> <li>Relocation allowance</li> <li>Residency stipend</li> <li>Paid malpractice coverage</li> <li>Health benefits + Retirement plan</li> <li>Marketing + practice growth assistance</li> </ul> About Us: A part of Hillcrest HealthCare System, Oklahoma Heart Institute (OHI) is the region’s largest and most advanced hospital dedicated to preventing, diagnosing, and treating heart disease. Located on the campus of Hillcrest Medical Center, OHI combines the expertise of nationally recognized cardiovascular physicians with the region’s most advanced technology and personalized patient care. From groundbreaking research and first-time procedures to exceptional quality outcomes, Oklahoma Heart Institute has earned a reputation as one of the finest tertiary cardiovascular care programs in the country. <ul> <li>American Heart Association Get with the Guidelines Heart Failure Gold Plus, 2017, 2020, 2022 </li> <li>American College of Cardiology Chest Pain - MI Registry Gold Performance Achievement Award, 2022</li> <li>PERT </li> </ul> About Our Community: In northeastern Oklahoma, Tulsa is Oklahoma's second-largest city, beautifully situated on the Arkansas River. Home to the University of Tulsa and a population of more than 404,000, residents enjoy a thriving outdoor recreation hub and a safe metropolitan experience featuring fun eateries and amazing arts and cultural offerings. 122 mi NE of Oklahoma City ]]&gt;

Utica Park Clinic

100% Inpatient Rounding with the award-winning team at Oklahoma Heart Institute

<h3>What skills and qualities would make someone a good fit for this job?</h3> <ul> <li>Excellent communication skills</li> <li>Compassion and empathy</li> <li>Good time-management skills</li> <li>Good problem-solving skills</li> <li>Strong organizational skills</li> <li>CNA Required</li> </ul> First, you’ll need to get your high school diploma or equivalent. If you’re an entry-level activities assistant with no training, many employers will provide on-the-job training in case management, which means working with clients from a variety of backgrounds. <h2>Job Responsibilities</h2> <ul> <li>Interview clients to understand needs</li> <li>Share information about programs and community resources</li> <li>Work with more experienced social and human services workers to find solutions</li> <li>Screen clients for program eligibility </li> <li>Provide administrative support, such as filling out service paperwork for clients</li> <li>Schedule interviews between clients and service providers</li> <li>Follow up with clients </li> <li>Keep records of conversations</li> </ul>

The Highlands at Owasso

Activities Assistant

SUMMARY Reporting to the Sr. Director, Cause Marketing &amp; Workplace Giving, the Corporate Development Officer (CDO) – Cause Marketing is responsible for cultivating new national and global corporate cause marketing partnerships in support of Habitat for Humanity International’s mission. The CDO will work closely with development leadership and key HFHI program stakeholders to maximize fundraising opportunities primarily in support of Habitat’s Global Impact Fund. In addition, the CDO will actively manage a pipeline and portfolio of current Cause partners and prospects, including multi-national corporations and national media/PR agencies. The DCO will be responsible for a revenue goal of $3-5 million annually. ESSENTIAL DUTIES AND RESPONSIBILITIES:<ul> <li>Solicit New Prospects and Manage Current Cause Partner Relationships<ul> <li>Maintain a pipeline of vetted partnerships through systematic and ongoing prospecting activities; qualify prospects and design effective partnership programs; implement effective diversification of the partner industry portfolio; and develop and present compelling comprehensive solicitation plans.</li> <li>Work in collaboration with Habitat local affiliates/offices to cultivate opportunities for national partnership.</li> <li>Work in collaboration with other Corporate Development Officers as a subject matter expert for cause marketing.</li> <li>Steward Workplace Giving partners to more robust giving plans.</li> </ul> </li> <li>Strategic Planning<ul> <li>Implement tools and strategies to increase partner engagement in cause marketing initiatives and other sources of unrestricted revenue, including leveraging partners’ employee and customer spheres of influence to fundraise on behalf of HFHI.</li> <li>Partner with HFHI Marketing and Communications, key Resource Development teams and other organizational stakeholders to identify opportunities to collaborate to unveil new cause marketing prospects and opportunities.</li> <li>Stay current on consumer trends, and best practices in cause marketing, retail, digital and corporate sponsorship; convert insights into actionable programs and new revenue streams. Define account-specific strategies that deepen partner engagement with Habitat and foster mutually beneficial, sustainable, mission-centered partnerships.</li> <li>Identify strategies to best collaborate with Habitat local affiliates/offices to unveil partnership opportunities.</li> </ul> </li> <li>Partner Stewardship<ul> <li>Ensure 100% partner satisfaction through thoughtful stewardship and best-in-class customer service.</li> <li>Maintain and expand base of corporate partner relationships through on-going communication and solicitation as appropriate; ensure timely renewals and continued partnership growth YOY, particularly as it pertains to support of the Global Impact Fund.</li> <li>Leverage opportunities for high-touch stewardship such as invitations to HFHI events and executive-led volunteer experiences, customized stewardship reports, etc.</li> </ul> </li> <li>Collaboration<ul> <li>Collaborate with Resource Development peers in structuring/managing cause marketing and multi-national partnerships.</li> <li>Establish strong relationships with HFH affiliate Executive Directors and resource development teams as well as HFHI regional staff; support the collaborative development efforts among Habitat for Humanity entities including the identification of opportunities to share prospects with HFHI resource development colleagues and local Habitat affiliates, as appropriate. Consistent and ongoing collaboration with Habitat local affiliates/offices to unveil partnership opportunities.</li> </ul> </li> <li>Administration, Reporting &amp; Analysis<ul> <li>Design systems for metrics tracking, analytics, and knowledge sharing, providing accurate activity and pipeline reports including revenue and expense forecasts as required.</li> <li>Maintain current prospect and partner records in donor management system.</li> </ul> </li> <li>Other related duties as assigned.</li> </ul> MINIMUM REQUIREMENTS:<ul> <li>Bachelor’s Degree.</li> <li>3-5 years of experience in fundraising and cause marketing and/or prospect development.</li> <li>Experience in securing complex, six-and seven-figure multiyear commitments from Fortune 500 companies.</li> <li>Working knowledge of principles of corporate social responsibility, cause marketing, employee engagement and sponsorship preferred.</li> <li>Experience with international partnership strategy and development.</li> <li>Superior skills in project management, metrics, analytics, and reporting.</li> <li>Highly collaborative; optimistic personality with winning relationship skills to build internal and external partnerships. </li> <li>Creative, quick thinker who thrives in brainstorm sessions and who can think past obstacles to achieve a bigger vision.</li> <li>Highly proactive and autonomous, capable of driving projects in a complex and layered organization.</li> <li>Outstanding oral and written communication skills with excellent interpersonal, presentation and negotiation skills.</li> <li>Solution-oriented with commitment to delivering excellent internal and external customer service.</li> <li>Ability to complete multiple projects concurrently while balancing competing priorities; ability to meet deadlines.</li> <li>Ability to effectively manage HFHI resources including travel expenses.</li> <li>Computer literate; able to use word-processing, spreadsheet, database, and project software.</li> <li> Active support of HFHI Values:<ul> <li>Humility – We are part of something bigger than ourselves.</li> <li>Courage – We do what’s right, even when it is difficult or unpopular.</li> <li>Accountability – We take personal responsibility for Habitat’s mission.</li> </ul> </li> <li>Safeguarding: HFHI requires that all employees take seriously their ethical responsibilities to safeguarding our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse, safeguards the rights of beneficiaries and community members (especially children), and promotes the implementation of Habitat for Humanity’s code of conduct.</li> </ul> PERFERRED – In addition to minimum requirements:<ul><li>Knowledge of and passion for Habitat’s worldwide mission preferred.</li></ul> BENEFICIAL BUT NOT REQUIRED:<ul> <li>New business agency experience a plus</li> <li>Shopper marketing experience a plus</li> </ul> The actual salary offered for this role will be based on a variety of factors, including location, internal equity and the candidate’s qualifications and professional experience. HFHI offers a competitive, comprehensive benefits package that varies by country and typically includes vacation leave, sick leave, personal days, health insurance options, retirement plan contributions and life insurance. For work locations in the US, the hiring range for this position is $86,700 to $102,000. #LI-RM1 #LI-Hybrid #LI-Remote

Terwilliger Centre for Innovation in Shelter

Corporate Development Officer - Cause Marketing

<h2>Job Details</h2> Job Location Tulsa-Yale - Tulsa, OK Position Type Full Time Education Level High School / GED Travel Percentage Up to 25% Job Shift Day Job Category Admin - Clerical <h2>Description</h2> The Executive Assistant provides administrative support to the Executive Leadership Team, frequently handling confidential, sensitive, and urgent information and materials. PRINCIPLE DUTIES AND RESPONSIBILITIES <ol> <li>Assists with managing meeting details for the Executive Leadership Team and Board of Directors, including but not limited to: scheduling, coordinating travel arrangements, preparing and distributing materials, and providing technical assistance.</li> <li>Assists with recording corporate minutes for Board-level committees, and executive and senior management meetings.</li> <li>Serves as back-up to the Corporate Secretary in managing administrative matters for the Executive Leadership Team, Board of Directors, and Shareholders.</li> <li>Coordinates travel arrangements for the Executive Leadership Team and Board of Directors.</li> <li>Files expense reports for the Executive Leadership Team. </li> <li>Maintains the executive conference room. </li> <li>Greets visitors for the Executive Leadership Team.</li> <li>Performs other duties as assigned.</li> </ol> <h2>Qualifications</h2> EDUCATION AND/OR EXPERIENCE <ul> <li>High School Diploma, or equivalent, required. </li> <li>1-3 years’ experience executive administration, required.</li> </ul> KNOWLEDGE, SKILLS, AND ABILITIES <ul> <li>A significant level of tact, discretion and diplomacy essential.</li> <li>Excellent verbal, written, and interpersonal communication skills.</li> <li>Detail-oriented and strong organizational skills.</li> </ul>

Stride Bank

Executive Assistant

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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 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 Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor Stage II- Consumer Investments- CHERRY CREEK

Job Description: This job will be open and accepting applications for a minimum of seven days from the date it was posted. 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 • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • 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. • 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. • 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. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: <ul> <li><h2>Aptitude in obtaining required industry licenses.</h2></li> <li><h2>Must be self-disciplined in managing time and capacity.</h2></li> <li><h2>Experience in cultivating client relationships, accessing needs and recommending solutions.</h2></li> <li><h2>Success creating strong peer relationships through effective communication and collaboration.</h2></li> <li><h2>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</h2></li> <li><h2>Executes multiple tasks simultaneously.</h2></li> <li><h2>Learns and adapts to new technology or applications.</h2></li> </ul> Desired Qualifications: <ul><li><h2>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</h2></li></ul> 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday-Friday, some Saturdays required. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investment - Bay Ridge 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 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! 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 Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Indianapolis 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 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: Responsible for the origination and subsequent delivery of integrated treasury solutions to clients and prospects through own origination or in collaboration with Corporate Banking or Regional/Global GPS teammates to deliver truly global solutions for clients. Reporting to the Regional Head of FIG GPS, as well as the local and global management teams, the successful candidate will cover a sophisticated and strategically important portfolio of clients across FI, non-bank FI and government sectors in local, regional, and global markets. These clients are innovative, moving quickly in adopting new products, acclimating to extensive technology trends, and our team needs to provide thought leadership and advice to clients on tailored solutions in this changing landscape. Key responsibilities include actively managing and pursuing treasury revenue streams and increasing product penetration across an assigned portfolio; collaborating with client-facing teammates to consult on sales opportunities. Responsibilities: <ul> <li>Drive responsible revenue and balance sheet growth, profitability improvement, client engagement and planning, portfolio development, pricing strategy, proposal responses, and lead client facing treasury presentations.</li> <li>Partner with Corporate Bankers, Product Specialists and Operational teams across the enterprise to develop customized treasury solutions and deliver strategically aligned outcomes for the client and the bank.</li> <li>Lead pricing and negotiation discussions with clients for treasury management products to optimize relationship profitability while balancing near term and strategic goals, ensuring delivery of integrated treasury solutions to Global Corporate Banking and GPS Managed clients.</li> <li>Foster a digital agenda by driving mobile, digital, and real time payments adoption and manage strategic dialogue around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.</li> <li>Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables.</li> </ul> Required Skills / Personal Attributes: <ul> <li>10+ years of experience in designing and selling sophisticated treasury and payment solutions to FIs, Insurers, Asset Managers and other NBFI clients, with a proven track record in developing and maintaining collaborative working relationships.</li> <li>Proven industry expertise across the FI sector and underlying industries. Specific expertise should include a thorough understanding of product requirements, opportunities, and challenges to these segments.</li> <li>A well-developed existing network within the FI / NBFI market to assist with role success.</li> <li>Excellent business, commercial and origination skills with a strategic mindset to create and advance global treasury solutions with clients.</li> <li>Ability to navigate a rapidly changing competitive and technological landscape with an in-depth knowledge of the evolving landscape of global payments.</li> <li>Excellent communication and writing skills. </li> </ul>

Director, Treasury Sales, Financial Institutions Group, Global Payment Solutions, Australia

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 specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: <ul> <li>Recommends financial advice and guidance that align with client financial goals and needs</li> <li>Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li> <li>Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li> <li>Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li> <li>Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li> <li> Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li> </ul> Required Qualifications: <ul> <li>Has demonstrated experience and proven success with business-to-business sales, or small business banking.</li> <li>Has strong communication skills with the ability to effectively influence clients.</li> <li>Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.</li> <li>Has a proven sales track record.</li> <li>Is able to build productive partnerships and working relationships.</li> <li>Is experienced with outbound phone sales.</li> </ul> Desired Qualifications: ​ <ul> <li>Experience with financial information, spreadsheets and financial skills.</li> <li>Experience with in-person customer service and sales.</li> <li>Experience working with small business clients.</li> <li>Experience meeting or exceeding goals.</li> <li>A working knowledge of small business products and services.</li> <li>Bilingual skills.</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Referral Identification</li> <li>Risk Management</li> <li>Client Experience Branding</li> <li>Credit Documentation Requirements</li> <li>Credit and Risk Assessment</li> <li>Pipeline Management</li> <li>Referral Management</li> <li>Attention to Detail</li> <li>Collaboration</li> <li>Issue Management</li> <li>Prospecting</li> <li>Relationship Building</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Business Solutions Advisor -  East Colleyville Financial Center

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. <h4>The Role</h4> We are seeking a Full-Stack Software Engineer to join our Reporting Product Team! Our cross-functional team is responsible for building and maintaining one of the cornerstone functions of our core product. The reporting product provides an intuitive user experience that enables our customers to develop custom reports that visualize and communicate relevant insights to their internal and external partners. These flexible reporting tools give them the power to “drag and drop” and quickly create tailored reports that update in real-time all branded to their firm’s specifications. We’re looking for a Software Engineer who will be a part of a dynamic team that creates high quality software using engineering best practices to deliver an industry leading product. Must be passionate about building rich user experiences, efficient and scalable backends while working collaboratively with our cross-functional team of product managers and designers to deliver a fantastic product to our customers. Our engineering stack is primarily composed of a Java backend with an Ember frontend, however we don’t require experience with any specific tool set. We use Agile methodologies to deliver impactful business outcomes. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $107,000 - $168,000 (Base Salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Partner with designers and product owners to design and deliver significant features on our platform.</li> <li>Develop pragmatic solutions to sophisticated problems.</li> <li>Contribute to our inclusive and dynamic engineering culture.</li> <li>Advocate for standard methodologies and process improvements.</li> </ul> <h4>Who You Are</h4> <ul> <li>Several years experience as a professional software engineer</li> <li>Experience with Java and at least one Java application framework</li> <li>Collaborative approach to building feature-rich user experiences</li> <li>Experience with Ember, finance and a public cloud environment is a plus!</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

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