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Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for the delivery of integrated treasury solutions to clients and prospects by leading other LOBs and TSO in other countries that may be in Japan or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs. Responsibilities: <ul> <li>Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations</li> <li>Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis</li> <li>Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth</li> <li>Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs</li> <li>Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while 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> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure</li> </ul> Skills: <ul> <li>Account Management</li> <li>Business Development</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Portfolio Analysis</li> <li>Relationship Building</li> <li>Sales Strategy</li> <li>Critical Thinking</li> <li>Presentation Skills</li> <li>Prospecting</li> <li>Coaching</li> <li>Collaboration</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Team building and management</li> </ul> Minimum Education Requirement: Bachelor degree Language skill: <ul> <li>Japanese native</li> <li>English business level</li> </ul>

Bank of America

Director, Treasury Sales Officer (FI Sales), Global Payments Solution, Japan

Zeeco

Technical Sales Engineer - Offshore

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Responsibilities: <ul> <li>Distribute debt/equity products to assigned account base with limited direction from more senior associates.</li> <li>Develop and maintain client relationships and determine which products best meet clients' investment needs.</li> <li>Study market relationships and current market conditions to increase account/market penetration.</li> <li>Educate clients on various hedging products that can mitigate potential exposures and assist in the execution of hedging strategies.</li> <li>Evaluate clients' business to identify potential exposures.</li> <li>Assist clients in implementing required ISDA and Dodd Frank documentation to execute hedging transaction.</li> <li>Facilitate desk-client interaction, generating innovative trade ideas and assessing the credit and macroeconomic environment.</li> <li>Work on pitches and live transactions, including modeling, portfolio analysis, investor analysis, as well as prepare presentations and review legal documentation.</li> <li>Interact with rating agencies, investors, asset managers, and lawyers.</li> <li>Identify revenue opportunities for equity and fixed income financial derivatives.</li> <li>Analyze financial instruments including equities, bonds, futures, swaps to advise clients on the best implementation route for their investments.</li> <li>Evaluate the market environment to structure and distribute financial derivatives for clients to gain market access and/or hedge their portfolios efficiently.</li> <li>Assess regulatory impact on balance sheet and/or capital metrics and proposing relevant structures to clients.</li> <li>Provide in-depth market insight and elaborate investment ideas based on client’s portfolios.</li> </ul> Required Skills &amp; Experience: <ul> <li>Bachelor's degree or equivalent in Business Administration, Finance, Management, or related: and</li> <li>5 years of progressively responsible experience in the job offered or a related Finance occupation.</li> <li>Must include 5 years of experience in each of the following:</li> <li>Identify revenue opportunities for equity and fixed income financial derivatives;</li> <li>Analyze financial instruments including equities, bonds, futures, swaps to advise clients on the best implementation route for their investments;</li> <li>Evaluate the market environment to structure and distribute financial derivatives for clients to gain market access and/or hedge their portfolios efficiently;</li> <li>Assess regulatory impact on balance sheet and/or capital metrics and proposing relevant structures to clients; and,</li> <li>Provide in-depth market insight and elaborate investment ideas based on client’s portfolios.</li> <li>15% international travel, as necessary.</li> </ul> If interested apply online at <a href="http://www.bankofamerica.com/careers" target="_blank">www.bankofamerica.com/careers</a> or email your resume to <a href="#">bofajobs@bofa.com</a> and reference the job title of the role and requisition number. Employer: BofA Securities, Inc. Shift:1st shift (United States of America) Hours Per Week: 40

Vice President; Securities/Product Salesperson

The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a variety of funding sources, which may include a bank account, a PayPal or Venmo account balance, PayPal and Venmo branded credit products, a credit card, a debit card, certain cryptocurrencies, or other stored value products such as gift cards, and eligible credit card rewards. Our PayPal, Venmo, and Xoom products also make it safer and simpler for friends and family to transfer funds to each other. We offer merchants an end-to-end payments solution that provides authorization and settlement capabilities, as well as instant access to funds and payouts. We also help merchants connect with their customers, process exchanges and returns, and manage risk. We enable consumers to engage in cross-border shopping and merchants to extend their global reach while reducing the complexity and friction involved in enabling cross-border trade. Our beliefs are the foundation for how we conduct business every day. We live each day guided by our core values of Inclusion, Innovation, Collaboration, and Wellness. Together, our values ensure that we work together as one global team with our customers at the center of everything we do – and they push us to ensure we take care of ourselves, each other, and our communities. Job Description Summary: PayPal is seeking a Global Senior Director of Technical Support &amp; Technical Account Management to lead the next phase of our global merchant support strategy for Enterprise and SMB merchants. This leader will oversee both our Technical Support teams and Technical Account Managers (TAMs)—ensuring that merchants not only get fast, reliable support but also thrive and grow on the PayPal platform. Job Description: Essential Responsibilities: <ul> <li>Serve as on-the-ground technical leader and partner with Product Development, Commercial and Operational leadership teams</li> <li>Bring outside-in thinking to the organization and highlight industry trends that should be considered and evaluated</li> <li>Develop a data-driven mindset focused on leveraging data to deliver service excellence to customers</li> <li>Instill PayPal's values into the team and guide-develop the team to deliver high performance and desired business results </li> </ul> Minimum Qualifications: <ul><li>Minimum of 18 years of relevant work experience and a Bachelor's degree or equivalent experience. </li></ul>PayPal is committed to fair and equitable compensation practices. Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a>. The U.S. national annual pay range for this role is PayPal is committed to fair and equitable compensation practices. Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a>. The U.S. national annual pay range for this role is $169,500 to $291,500 For the majority of employees, PayPal's balanced hybrid work model offers 3 days in the office for effective in-person collaboration and 2 days at your choice of either the PayPal office or your home workspace, ensuring that you equally have the benefits and conveniences of both locations. Our Benefits: At PayPal, we’re committed to building an equitable and inclusive global economy. And we can’t do this without our most important asset—you. That’s why we offer benefits to help you thrive in every stage of life. We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you. We have great benefits including a flexible work environment, employee shares options, health and life insurance and more. To learn more about our benefits please visit <a href="https://www.paypalbenefits.com" target="_blank">https://www.paypalbenefits.com</a> Who We Are: To learn more about our culture and community visit <a href="https://about.pypl.com/who-we-are/default.aspx" target="_blank">https://about.pypl.com/who-we-are/default.aspx</a> Commitment to Diversity and Inclusion PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at <a href="mailto:paypalglobaltalentacquisition@paypal.com" target="_blank">paypalglobaltalentacquisition@paypal.com</a>. Belonging at PayPal: Our employees are central to advancing our mission, and we strive to create an environment where everyone can do their best work with a sense of purpose and belonging. Belonging at PayPal means creating a workplace with a sense of acceptance and security where all employees feel included and valued. We are proud to have a diverse workforce reflective of the merchants, consumers, and communities that we serve, and we continue to take tangible actions to cultivate inclusivity and belonging at PayPal. Any general requests for consideration of your skills, please Join our Talent Community. We know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates. Please don’t hesitate to apply. Notice to Applicants and Employees who reside within New York city. Click <a href="https://careers.pypl.com/Contact-Us/default.aspx" target="_blank">https://careers.pypl.com/Contact-Us/default.aspx</a> to view the notice. REQ ID R0127843

PayPal

Sr Director, Technical Account Management

Abaco Systems is a global leader in modular, high performance, open architecture, standards-based rugged embedded computing for the most demanding applications in defense and industry. Our products and solutions are found in high-profile military/aerospace sea, land and air programs, plus commercial and industrial organizations in which rugged reliability is mission-critical. Position Summary: Abaco is seeking a highly strategic Vice President of Business Development, Sales &amp; Marketing to manage the vision and results for OEM business development, sales, aftermarket sales, marketing, outside sales reps and distributors. This position requires a strong results-oriented leader for this multi-site, global business unit. This position reports directly to the Division Vice President and Business Unit Manager. How You Will Make an Impact: <ul> <li> Drive Growth- The Vice President of Business Development, Sales &amp; Marketing will develop and implement a strategy and action plan to achieve the company’s desired growth rate. This will include: <ul> <li>Customer Plan: Analyze and evaluate current customers to prioritize which customers have the greatest potential for deeper penetration and increased flow of orders; deprioritize legacy customers that may not represent future growth opportunity.</li> <li>Adjacency and Core Market Strategy; establish plan for penetrating strategic adjacent and core markets through targeted campaigns and pursuit plans</li> </ul> </li> <li> Organizational Development- Ensure that the entire business development, sales &amp; marketing organization has the capability to scale for growth. This will include: <ul> <li>Evaluating the business development, sales and marketing team, ensuring that each person has the capability and scalability to contribute to the company growth plan </li> <li>Mentoring/coaching managers and individual contributors</li> <li>Implementing a fast-paced, proactive work style to ensure that each salesperson relentlessly pursues new orders and closes pursuits efficiently</li> <li>Establishing standard work and best practices to enhance business development and sales operations, pursuit tracking and management of CRM tools</li> </ul> </li> <li> Business Development- Drive the development process to: <ul> <li>Develop the opportunity pipeline through analysis of end user and customer budgets, research and development and long-term procurement plans, and outreach to senior government and industry leaders</li> <li>Qualify fit of Abaco products (current and future) through understanding of end-user and customer requirements, funding profiles, and program / platform schedule milestones</li> <li>Develop and execute plans to capture identified pursuits</li> </ul> </li> <li> Direct Sales Performance- Delivering results that include: <ul> <li>Managing and executing per the opportunity pipeline</li> <li>Ensuring that clear tactical sales plans are in place and that each person demonstrates accountability, engages key functions to achieve sales targets, and has strong ability to close</li> <li>Ensuring that each person is utilizing CRM systems to properly plan, document and track their leads, calls and results</li> <li>Developing plans to meet budgeted price increases annually</li> <li>Achieving linearity (level loading of order delivery dates with manufacturing capability) and utilization of SIOP to integrate sales with other functions</li> <li>Seeking adjacent market opportunities to increase sales</li> </ul> </li> <li>Rep/Distributor Sales Performance- Evaluate and drive the rep and distributor network and agreements now in place to ensure optimum performance of this sales channel; strategic rep replacements as needed, and strategic expansion of the rep network to achieve greater market penetration; establish global strategy for distributor and rep growth to ensure capture of global opportunity that exists due to global installed base</li> <li>Culture- Drive the AMETEK culture throughout all levels of the organization, with a focus on a hunter-mentality and quality, on-time products; lead by example with a team-oriented, metrics-driven, results-oriented mentality; establish data-driven expectations for self and team, ensure clear communications, align business rhythms to meet reporting requirements</li> <li>Product Development- Collaborate with customers, engineering department and senior management to drive a technology roadmap and multi-generational product plan that is highly responsive to customer needs and VOC and achieves a competitive advantage to increase market share </li> <li>Marketing- Position Abaco as a premier supplier for the aerospace &amp; defense, industrial, energy, medical, communications and other critical sectors OEM market; utilizing branding, trade shows, conferences, press releases, white papers, datasheets, social media, website, and other digital marketing tools; leverage market analysis to drive campaign strategy and prioritize business decisions; seek to improve value proposition and enhance ability to communicate that value to achieve greater customer penetration and higher pricing opportunities</li> <li>Customer Satisfaction- Accountability to drive VOC metrics and enhance customer experience</li> <li>Strategic Plan- Develop and periodically update a comprehensive and focused strategic plan to achieve growth and improve performance, and establish tactical action plans, engaging the cross functional team to implement and execute this plan; accountability for establishing objectives, priority, and delivering results from these efforts</li> <li> Financial Management- Support financial reporting, including forecasts, budgets, quarterly reports, and manage to the approved budget; set pricing strategy and execute against plan; establish and administer incentive plan for Sales team; align sales goals with budgets and drive incentive programs to meet and achieve sales targets; prepare and deliver key corporate planning deliverables on time </li> </ul> What You Will Bring to the Role: <ul> <li>BA/BS required with Engineering Degree preferred; Master’s Degree a plus</li> <li>Passion for and background in the aerospace and defense industry, selling components into major OEM and aftermarket accounts</li> <li>10-15 years’ experience leading strategic business development, sales initiatives and tactical execution in an aerospace and defense electronics environment</li> <li>Proven leadership ability to influence, develop, and empower employees to achieve objectives with a team approach</li> <li>Outstanding verbal, written, and presentation communication skills with ability to effectively communicate appropriate messaging to all levels (internally and externally), including corporate and customer executive teams</li> <li>Creative business development and sales visionary to drive profitable growth through strategic price increases, new product sales, and geographic and market expansion</li> <li>Highly influential in setting direction for new investment in technology, bid/no bid decisions, and leveraging current capabilities</li> <li>Ability to lead and coach team on complex sales negotiations and use of problem-solving techniques; demonstrated ability to manage a geographically dispersed staff, set goals and objectives to meet Business Unit goals, as well as the proven ability to mentor subordinates</li> <li>Effective at knowing what to measure to track progress, know how to design effective and efficient business development and sales processes</li> <li>Computer skills to include Salesforce, Word, Excel, PowerPoint, Outlook, etc.</li> <li>Well-developed problem-solving skills; solid organizational skills and ability to be self-directed.</li> <li>Hands-on individual with the ability to see the big picture</li> <li>Ability to work well under pressure, multitask, prioritize and meet deadlines; experience working in a fast-paced environment and able to juggle multiple tasks simultaneously</li> <li>Ability to work in a lean and always evolving environment and easily adapt to changes</li> <li>Timely decision maker, able to prioritize critical tasks that add the highest value</li> <li>Committed life-long learner</li> </ul> Abaco is a Department of Defense (DoD) supplier and as such employees may work with or be exposed to export controlled information and/or information that has been designated as classified information. This information may only be seen or handled by US citizens or qualified permanent residents or those with proper clearances. #LI-TLS

AMETEK

Division Vice President - Business Development, Sales & Marketing

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: At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, including merchant services, FX, and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.The Business Banking Treasury Sales Officer I role is position that reports to the Treasury Sales Manager for Business Banking in the Central Southwest region. Required skills: "Must" have these skills to be minimally qualified At least 3 to 5 years of demonstrated success in direct sales roles in a treasury or cash management capasity. • Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems • Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts. Desired skills: Intrinsically motivated to continuously improve processes and/or one’s own education • Exercises the desire to mentor and sponsor other Associates • Certified Treasury Professional certification or equivalent Bachelor's degree or relavent work experience Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Sales Officer I

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

Account Management Ops Team Lead - Retirement Billing

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: Philanthropic Client Managers (PCMs) are experts in the management of philanthropic investment management and trust accounts. They are responsible for providing client support and executing our fiduciary duties in compliance with all laws, regulations, policies and procedures. Philanthropic Client Managers are also responsible for considering account the unique aspects of their clients circumstances in order to proactively provide advice and solutions to clients in nonprofit and private philanthropy accounts. Additionally PCMs have shared responsibility with the Senior/Institutional Sales Director (ISD), ICA, PCA and National Practice Experts (NPEs) for the management and growth of their relationships and shared responsibility with the Market Philanthropic Executives (MPEs) and Institutional Client Executive/Director (ICE/Ds), as appropriate, for delivering client service and overall client satisfaction for their largest and most valuable relationships. The Charitable Gift Fund, Bank of America’s donor-advised fund, allows high net worth clients to receive immediate tax deductions for charitable contributions and to recommend grants to public charities over time. In 2024 the CGF took in $1.4B in charitable contributions from clients and facilitated approximately $1B in grants to approved charities. The CGF has grown 20% per year (AUM) over the last five years, outpacing growth in the Donor-Advised Fund industry nationwide. With ongoing investment in technology and its team, the CGF is preparing for projected further growth. This is an opportunity to join a tight-knit team in a growing line of business and to make positive impacts for clients and their charities. As a member of the Client Services team, this individual will provide high quality communications and service for CGF clients and their financial advisors. This position will report to the Service Team Lead and work closely with peer team members, the CGF Operations team, and the CGF's outside processing partner. Responsibilities include but are not limited to: <ul> <li>Answering incoming calls, emails and voice messages to address questions and resolve client issues</li> <li>Following up promptly and thoroughly, carrying through to resolution and/or escalating for help as soon as needed</li> <li>Learning routines and developing knowledge to review and approve grant recommendations</li> <li>Communicating with clients, ML FAs and PB client teams, and charities to verify IRS-eligibility for charities and grant purposes</li> <li>Accurately handling and processing a significant volume of work under daily/weekly deadlines</li> <li>Meeting expectations in line with experience for productivity levels</li> <li>Helping with project-based work as needed</li> <li>Limited time off during year-end (due to giving season)</li> </ul> Desired skills and attributes: <ul> <li>Able to work and adapt in a fast-paced, collaborative, team environment</li> <li>Able to develop trust, rapport and respect with CGF team members and vendor partners</li> <li>Able to multi-task effectively and work independently (and with the team)</li> <li>Able to prioritize, manage details and follow through 100% of the time</li> <li>Able to listen actively and correctly identify issues/concerns</li> <li>Able to exercise good judgment leading towards resolutions or escalations</li> <li>Able to communicate clearly, professionally and efficiently on phone and via email</li> <li>Able to use Microsoft Office and learn additional systems</li> <li>Able to work in-office minimum of 3 days per week</li> <li>Able to work extended hours/overtime, especially during year-end</li> <li>Customer service and financial services or non-profit/philanthropic experience preferred</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Business Acumen</li> <li>Client Management</li> <li>Collaboration</li> <li>Relationship Building</li> <li>Active Listening</li> <li>Business Case Review</li> <li>Business Development</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Account Management</li> <li>Strategy Planning and Development</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. 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: 40

Philanthropic Client Manager

<h1>Customer Service Associate</h1> Job ID 1620140BR <a href="https://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?PageType=JobDetails&amp;partnerid=26336&amp;siteid=5014&amp;jobid=1659913&amp;AL=1" target="_blank">Apply</a> <ul dir="ltr"> <li>Models and delivers a distinctive and delightful customer experience.</li> <li>Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.</li> </ul> Customer Experience<ul dir="ltr"> <li>Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience.</li> <li>Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.).</li> </ul> Operations<ul dir="ltr"> <li>Provides customers with courteous, friendly, fast, and efficient service.</li> <li>Recommends items for sale to customer and recommends trade-up and/or companion items.</li> <li>Registers customer purchases on assigned cash register, collects cash and distributes change as requested; processes voids, returns, rain checks, refunds, and exchanges as needed.</li> <li>Keeps counters and shelves clean and well merchandised, takes inventory, and maintains records. Checks in and prices merchandise as required or as directed by store manager or communicated by the shift leader.</li> <li>Implements Company asset protection procedures to identify and minimize profit loss.</li> <li>Ensures compliance with state and local laws regarding regulated products (e.g., alcoholic beverages and tobacco products).</li> <li>Constructs and maintains displays, including promotional, seasonal, super structures, and sale merchandise. Completes resets and revisions as directed.</li> <li>Assists with separation of food items (e.g., raw foods from pre-cooked) and product placement as specified by policies/procedures (e.g., raw and frozen meats on bottom shelves). For consumable items, assists in stock rotation, using the first in, first out method and restock outs.</li> <li>Has working knowledge of store systems and store equipment.</li> <li>Provides customer service in the photo area, including digital passport photo service, poster print and creative machine, suggestive sell of promotional photo products.</li> <li>Assumes web pick-up responsibilities (monitors orders in Picture Care Plus, fills orders (pick items), delivers orders to customers as they arrive at store).</li> <li>Assists with exterior and interior maintenance by ensuring clean, neat, orderly store condition and appearance.</li> <li>Complies with all company policies and procedures; maintains respectful relationships with coworkers.</li> <li>Completes special assignments and other tasks as assigned.</li> </ul> Training &amp; Personal Development<ul dir="ltr"><li>Attends training and completes PPLs requested by Manager or assigned by corporate.</li></ul> Basic Qualifications <ul dir="ltr"> <li>Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico)</li> <li>Requires willingness to work flexible schedule, including evenings and weekend hours</li> </ul> Preferred Qualifications <ul dir="ltr"> <li>Prefer six months of experience in a retail environment.</li> <li>Prefer to have prior work experience with Walgreens.</li> <li>Prefer to be fluent in reading, writing, and speaking English. (Except in Puerto Rico)</li> <li>Requires willingness to work flexible schedule, including evenings and weekend hours.</li> </ul> We will consider employment of qualified applicants with arrest and conviction records. An Equal Opportunity Employer, including disability/veterans. The actual compensation that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here <a href="https://jobs.walgreens.com/benefits" target="_blank">jobs.walgreens.com/benefits</a>. If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits Salary Range $15 - $17.5 / Hourly Salary Range $15 - $17.5 / Hourly <a href="https://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?PageType=JobDetails&amp;partnerid=26336&amp;siteid=5014&amp;jobid=1659913&amp;AL=1" target="_blank">Apply</a> <a href="#">Back to nav</a>

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