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Jenks Public Schools

Literacy Coach

<h2>About Great Question</h2>Great Question is on a mission to help businesses build better products by making customer research fast, easy, and scalable. We’re a Series A B2B SaaS company backed by top-tier investors and trusted by leading brands like Gusto, Miro, Brex, and Canva.Our all-in-one research platform enables teams to recruit participants, run interviews and surveys, and analyze insights — all in one place. As we enter the era of AI, we’re pioneering automated qualitative analysis to help teams turn customer feedback into actionable insights faster than ever.We’re a remote-first, customer-obsessed team committed to helping product teams deeply understand and serve their users. Learn more at<a href="https://greatquestion.co" target="_blank"> </a><a href="http://greatquestion.co" target="_blank">greatquestion.co</a>.<h2>About the Role</h2>We’re looking for a North America-based Director of Customer Success to lead our post-sale strategy and execution — driving revenue growth, building scalable systems, and guiding our CS team through a new phase of growth.Customer Success is a core pillar of our GTM strategy and essential to achieving our ARR goals. You’ll own the customer lifecycle from onboarding through renewal and expansion, transforming it into a repeatable, measurable engine for Net Dollar Retention (NDR).<h2>What You’ll Do</h2><h3>📍 Commercial Leadership</h3><ul> <li>Own ambitious Net Dollar Retention goals across all segments.</li> <li>Define and execute a segmented NDR strategy (e.g., 120% Enterprise, 110% Self-Serve).</li> <li>Be accountable for renewals, expansion, and churn.</li> <li>Identify and grow new revenue streams, including professional services.</li> <li>Build forecasting, pacing, and attribution models to track revenue impact.</li> </ul><h3>🔁 Customer Lifecycle &amp; Experience</h3><ul> <li>Design and scale repeatable onboarding, adoption, expansion, and renewal playbooks.</li> <li>Identify success patterns among high-performing accounts and standardize those motions.</li> <li>Operationalize usage signals, customer health scores, and churn/risk alerts.</li> </ul><h3>🤝 Cross-Functional Collaboration</h3><ul> <li>Partner with Sales, Product, Marketing, and Ops to build an aligned GTM strategy.</li> <li>Integrate CS into our PLG motion (e.g., in-app success triggers, lifecycle comms).</li> <li>Support adoption of usage-based pricing through training and enablement.</li> </ul><h3>👥 Team Leadership</h3><ul> <li>Hire, coach, and manage a high-performing CS team.</li> <li>Define clear ownership across renewals, expansion, and product adoption.</li> <li>Launch scaled initiatives like champion programs and strategic customer visits.</li> <li>Drive performance through accountability, goal-setting, and feedback.</li> </ul><h2>About You</h2><ul> <li>Proven success leading CS teams in high-growth B2B SaaS environments, ideally having scaled from Series A to Series B/C and beyond</li> <li>Experience serving enterprise customers and ideally managing both enterprise and scaled CS motions.</li> <li>Demonstrated commercial acumen: achieved or exceeded quotas, driven upsells, opened new revenue streams.</li> <li>Systems thinker with strong process-building and performance tracking abilities.</li> <li>Empathetic, high-clarity people leader experienced in hiring, coaching, and managing performance.</li> <li>Cross-functional collaborator who aligns CS tightly with GTM partners.</li> <li>Passionate about the opportunity around AI</li> </ul><h2>Success in First 6–12 Months</h2><ul> <li>Achieving QoQ revenue targets</li> <li>Segmented NDR strategy implemented and tracking to 115%+.</li> <li>Expansion ownership between CS and Sales clearly defined and smoothly operating.</li> <li>Revenue attribution for CS is live, with CSMs confidently executing and hitting quota.</li> </ul><h2>Benefits</h2><ul> <li>Competitive salary and benefits package.</li> <li>Opportunity to work on challenging and impactful projects.</li> <li>Be part of a passionate and supportive team. </li> <li>Make a real difference in the world of customer feedback.</li> </ul><h2>Hiring Process</h2>We endeavor to deliver a great candidate experience, including notifications of your status in the hiring process throughout.The hiring process includes the following steps and typically happens across 2-4 weeks from first interview:<ol> <li>Initial phone screens for shortlisted candidates.</li> <li>Interview with Co-Founder &amp; CEO, Ned Dwyer.</li> <li>Cross-functional collaboration interview with our VP of Sales.</li> <li>Collaboration interview with a member of Customer Success.</li> <li>A take-home assignment and synchronous review.</li> <li>Final leadership interview.</li> <li>Reference checks with a past manager, and if relevant, a person you have managed.</li> </ol>Note - Each interview is sequential, so you’ll only move to the next round if you pass the previous one. After each interview, we’ll aim to notify you if you’re progressing within 3 days of your interview taking place.<h2>How to Apply</h2>If this sounds like the opportunity you’ve been waiting for, we’d love to hear from you! Please submit your resume, making sure it’s a concise representation of your previous work experience. Note, we will only ever contact you over email using a <a href="http://greatquestion.co" target="_blank">greatquestion.co</a> email address.

Great Question

Director of Customer Success

Job TitleSourcing ManagerJob Description SummaryThis position leads and manages the strategic sourcing, contract administration, vendor relationship management and overall operations for all Under the direction of the Sr. Sourcing Manager, this role leads and manages the strategic sourcing, contract administration, supplier relationship management, and overall operations for all Procurement activities across the portfolio of sites on a Client account. This position is highly visible to internal &amp; external stakeholders and will be client-facing.Job DescriptionOur Core Values <ul> <li>Driven: We celebrate determination in pursuit of excellence.</li> <li>Resilient: We navigate uncertainty with courage and adapt to deliver impactful outcomes.</li> <li>Inclusive: We value curiosity and collaboration. We seek out different perspectives, listen actively and turn feedback into solutions.</li> <li>Visionary: Our continuous quest for improvement is guided by our desire to design a better future.</li> <li>Entrepreneurial: We act like owners. We are resourceful, creative, and agile, and we balance competing needs to create impactful solutions for the real estate industry.</li> </ul>Responsibilities <ul> <li>Manage all aspects of the Procurement relationship with Client, Account Management Team, Vendors, C&amp;W Corporate, and other key stakeholders.</li> <li>Responsible for high and low-range supplier consolidation and supplier diversity efforts.</li> <li>Implement programs, facilitate supplier audits &amp; QBRs, and initiatives to ensure the achievement of all goals, metrics, and KPIs are met.</li> <li>Analyze account-wide spend, benchmarking, vendors, operations, and processes to consistently identify opportunities for value creation. Identify cost-saving opportunities and optimize procurement strategies.</li> <li>Develop and facilitate various complexity eRFPs, analyze responses, negotiate, and use other techniques as required to obtain the expected results.</li> <li>Interprets contracts, SOW coordination, negotiates with vendors, and ensures appropriate contractual records retention plans are in place on the account. </li> <li>Advise management regarding contractual rights, COI escalations, obligations, and other contractual matters, such as effective use of resources and legal issues.</li> <li>Manage the development, installation, and maintenance of tracking &amp; reporting mechanisms that yield the appropriate outputs and conform to requested forms and frequencies.</li> <li>Maintain organized records to ensure any implemented system of checks and balances is being continually met for service contracts and additional compliance items.</li> <li> Employ C&amp;W best practices, policies, processes, tools, and templates to include both C&amp;W corporate and Client account specifications, as well as engaging with Category Managers and preferred suppliers in the execution of Procurement responsibilities. </li> <li>Participate at an appropriate level &amp; frequency in all meetings and exhibit client presentation delivery expertise.</li> <li>Generate and distribute all necessary and requested reports.</li> <li>Maintain good business practices</li> <li>Resolve issues from the client with respect to supplier performance and quality</li> <li>Exhibit people management expertise by overseeing all aspects of personnel and roles with a direct reporting relationship. </li> <li>Perform other miscellaneous related duties as assigned</li> </ul>Job Requirements and Qualifications<ul> <li>Bachelor’s degree in business or a related field is required. MBA or related Master's Degree preferred.</li> <li>7+ years’ experience in Procurement/Strategic Sourcing, ideally in Facility services, or related discipline. </li> </ul>Targeted Competencies<ul> <li>Understanding of the Strategic Sourcing processes and demonstrated proficiency with e-tools such as e-RFPs, reverse auctions, e-catalogs, and contract management systems</li> <li>Must possess legal knowledge, the ability to prepare/negotiate agreements &amp; amendments, and the ability to explain to clients the specifics of the contracts.</li> <li>Must possess analytical and quantitative skills with ability to analyze and interpret information, data, and related documentation.</li> <li>Ability to communicate effectively with all levels of management</li> <li>Self-motivated and work independently to find solutions</li> </ul>WORK ENVIRONMENT This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers.PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for up to 90% of the time; and extend hands and arms in any direction.AAP/EEO STATEMENTC&amp;W provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, C&amp;W takes affirmative action to ensure that applicants are employed and employees during employment are treated without regard to any of these characteristics. Discrimination of any type will not be tolerated.OTHER DUTIESThis job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $97,750.00 - $115,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Sourcing Manager

Job TitleDirector, Portfolio AdministrationJob Description SummaryPosition operates as a part of the North American Portfolio Administration Leadership team. Responsible to serve as point of contact for the client ensuring the highest level of customer service and to ensure Portfolio Lease Administration are sold, executed, and performed to the highest industry standards.Job Description<ul><li>Maintain track record of value creation and contribute to profitable/cost effective operations</li></ul><ul><li>Ensure financial performance of designated account(s) within the Portfolio Lease Administration Service Line</li></ul><ul><li>Develop and recommend department operations policy; provide strategic leadership within the department</li></ul><ul><li>Assist with the development of proposals and presentations for prospective projects</li></ul><ul><li>Coordinate and/or prepare reports, annual budgets, or needed financial documents</li></ul><ul><li>Deliver budgeted financial targets and other standards set forth in approved business plans for the combined businesses/accounts within the region</li></ul><ul><li>Provide strategic and tactical decisions of the business unit, including the identification of product line expansion/diversification opportunities and playing a key role in marketing for new business</li></ul><ul><li>Develop and cultivate customer relationships for long-term business opportunities</li></ul><ul><li>Manage a group if direct reports between 3-10 people.</li></ul><ul><li>Performs other related duties as required or requested.</li></ul> Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Director, Portfolio Administration

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! Description: The Structuring, Origination and UHNW Solutions team (“the Team") is cross-asset structured products unit responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients based across the Americas. Focus on over-the-counter and securitized cross-asset products with embedded vanilla or light-exotic optionality on equity, commodities, currencies, interest rates and hybrid underlying assets. The successful candidate will be a well-rounded individual who possesses strong quantitative, analytical and communication skills. Prior experience with the origination and marketing of the previously mentioned products; including preparing term sheets, ideas/marketing materials and presentations; pricing derivatives and executing transactions is preferred. The candidate will be extremely organized and motivated, and should have a general knowledge of global economies, macro topics and financial markets. Responsibilities: <ul> <li>Professionals on the Team develop research-driven strategic and tactical trading ideas.</li> <li>Interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and engage in the structuring, origination, positioning and execution of OTC derivatives and fully funded transactions across all asset classes.</li> <li>Will help to execute platform development initiatives aimed at improving the origination processes, drive scale of product utilization and improving the advisor experience.</li> </ul> Qualifications: <ul> <li>2-5 years of prior experience working in client coverage, platform development and/or OTC structuring capacity.</li> <li> Direct experience with structured notes, OTC derivatives background with at least partial cross-asset derivatives skills.</li> <li>Understanding of credit policies and collateral supporting derivatives</li> <li>Multi-tasking and ability to work under pressure.</li> <li>Ability to work as a team player in a dynamic, fast-paced and collaborative work environment.</li> <li>FINRA registered representative with Series 7 &amp; 66 required.</li> <li>MS, MBA and/or CFA are desirable but not required.</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Customer and Client Focus</li> <li>Financial Forecasting and Modeling</li> <li>Financial Management</li> <li>Risk Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Market Analysis</li> <li>Presentation Skills</li> <li>Relationship Building</li> <li>Data Management</li> <li>Project Management</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Product Specialist I (Structuring, Origination & UHNW Solutions)

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</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> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</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>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - SD Financial Center

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 - East Windsor Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Financial Solutions Advisor role is a pivotal role for experienced advisors looking to grow in a world class organization. You’ll 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. This role is a bridge between banking and brokerage; therefore, you must have a strong understanding of core banking and investment solutions. With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within our organization. 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>Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Minimum of one year of 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 one sets their 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 time and capacity.</li> <li>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>Minimum of three years of 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> <li>Obtained 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> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Wiles Road Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key responsibilities include working in a challenging environment, ensuring accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, and looking for opportunities to deepen relationships through digital solutions. Responsibilities: <ul> <li>Identifies client needs and recommends solutions when fraud has been identified</li> <li>Records data captured during client interactions accurately</li> <li>Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis</li> <li>Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy</li> <li>Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls</li> </ul> Required Qualifications: <ul> <li>Bilingual Spanish</li> <li>1+ years of customer/client service experience, including experience handling difficult client situations</li> <li>Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives</li> <li>Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions</li> <li>Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule</li> <li>Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays</li> <li>Communicates effectively and confidently with all clients to make their financial lives better</li> <li>Ability to engage with clients - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections</li> <li>Comfortable receiving ongoing performance feedback and coaching</li> <li>Ability to learn and adapt to new information and technology platforms</li> <li>Minimum of an intermediate level of proficiency with computers and current technology</li> </ul> Desired Qualifications: <ul> <li>1+ years of experience in the banking/financial industry</li> <li>1+ years of experience working in a client service capacity​</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer Service Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Active Listening</li> <li>Adaptability</li> <li>Client Solutions Advisory</li> <li>Data Collection and Entry</li> <li>Problem Solving</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Client Experience Branding</li> <li>Fraud Management</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Client Services Representative II Bilingual Spanish

<h3>Details </h3><ul> <li> Department: Cardiac Specialty Unit</li> <li> Schedule: Full-time, Day shift, 7am-7pm, 12hr shifts, 36 hrs per week </li> <li> Hospital: Ascension St. John Medical Center</li> <li> Location: Tulsa, OK</li> </ul>Relocation assistance available! <h3>Benefits </h3>Paid time off (PTO) Various health insurance options &amp; wellness plans Retirement benefits including employer match plans Long-term &amp; short-term disability Employee assistance programs (EAP) Parental leave &amp; adoption assistance Tuition reimbursement Ways to give back to your communityBenefit options and eligibility vary by position. Compensation varies based on factors including, but not limited to, experience, skills, education, performance and salary range at the time of the offer.<h3>Responsibilities </h3>Coordinate unit staffing and provide leadership while ensuring implementation of clinical objectives and quality patient care in assigned area.<ul> <li>Assign, direct, educate and monitor nursing and support staff during assigned shift.</li> <li>Contribute to or perform performance evaluations of staff.</li> <li>Assess daily patient care needs and develop and distribute patient care assignments, ensuring that population appropriate patient care is given.</li> <li>Evaluate the effectiveness of patient care and identify any issues that affect desired patient outcomes.</li> <li>Respond to complaints about patient care and manage through established channels.</li> <li>May provide input for hiring, training, directing, development and evaluating of staff.</li> </ul><h3>Requirements </h3>Licensure / Certification / Registration:<ul> <li>BLS Provider obtained within 1 Month (30 days) of hire date or job transfer date required. American Heart Association or American Red Cross accepted.</li> <li>Registered Nurse credentialed from the Oklahoma Board of Nursing required.</li> <li>Licensed Registered Nurse obtained prior to hire date or job transfer date required.</li> </ul>Education:<ul><li>Required professional licensure/certification AND 1 year of cumulative job specific experience required.</li></ul><h3>Additional Preferences </h3><ul><li>No additional preferences.</li></ul><h3>Why Join Our Team </h3>Ascension St. John has been serving Northeast Oklahoma with compassionate, personalized care since 1926. Join more than 7,000 associates and find a rewarding healthcare career at one of our 6 hospitals and numerous other sites of care. When you join our care teams, you join a team dedicated to providing spiritually centered, holistic care which sustains and improves the health of the communities we serve.Ascension is a leading non-profit, faith-based national health system made up of over 134,000 associates and 2,600 sites of care, including more than 140 hospitals and 40 senior living communities in 19 states.Our Mission, Vision and Values encompass everything we do at Ascension. Every associate is empowered to give back, volunteer and make a positive impact in their community. Ascension careers are more than jobs; they are opportunities to enhance your life and the lives of the people around you.<h3>Equal Employment Opportunity Employer </h3>Ascension will provide equal employment opportunities (EEO) to all associates and applicants for employment regardless of race, color, religion, national origin, citizenship, gender, sexual orientation, gender identification or expression, age, disability, marital status, amnesty, genetic information, carrier status or any other legally protected status or status as a covered veteran in accordance with applicable federal, state and local laws.For further information, view the <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf" target="_blank">EEO Know Your Rights (English)</a> poster or <a href="https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRightsSp_10_20.pdf" target="_blank">EEO Know Your Rights (Spanish)</a> poster.As a military friendly organization, Ascension promotes career flexibility and offers many benefits to help support the well-being of our military families, spouses, veterans and reservists. Our associates are empowered to apply their military experience and unique perspective to their civilian career with Ascension.<a href="https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf" target="_blank">Pay Non-Discrimination Notice</a>Please note that Ascension will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Ascension will not solicit money or banking information from applicants.<h3>E-Verify Statement </h3>This employer participates in the Electronic Employment Verification Program. Please click the E-Verify link below for more information. <a href="https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf" target="_blank">E-Verify</a>

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