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Tulsa City County Library

Hispanic Resource Center Coordinator

<h1>We're building a new healthcare clearinghouse</h1>In the healthcare sector, the Health Insurance Portability and Accountability Act of 1996 (HIPAA) requires that all insurance payers exchange transactions such as claims, eligibility checks, prior authorizations, and remittances using a standardized EDI format called X12 HIPAA. A small group of legacy clearinghouses process the majority of these transactions, offering consolidated connectivity to carriers and providers.Stedi is building the world’s only API-first clearinghouse. By offering modern API interfaces alongside traditional real-time and batch EDI processes, we enable both healthcare technology businesses and established players to exchange mission-critical transactions. Our clearinghouse product and customer-first approach have set us apart. Stedi was ranked the #3 fastest-growing SaaS vendor in Ramp’s <a href="https://ramp.com/blog/top-saas-vendors-on-ramp-apr-2025" target="_blank">April 2025 report</a>.Stedi has lightning in a bottle: engineers and designers shipping products week in and week out; a lean business team supporting the company’s infrastructure; passion for automation and eliminating toil; $92 million in funding from top investors like Stripe, Addition, USV, Bloomberg Beta, First Round Capital, and more.<h2>What we’re looking for </h2>Stedi is growing rapidly. We’re looking for a Recruiter to join our team and run full-cycle searches across both business and technical hiring. This role has a high degree of autonomy, so it requires someone who can operate quickly and independently through the ambiguity of a fast-moving startup. In this role, you will collaborate with leadership to scope roles, execute full-cycle strategies, and ensure we attract and retain the highest caliber of talent. Your expertise in recruiting will be vital as you hire based on business needs, provide insightful feedback on role scoping, and strategically align our talent acquisition efforts with our overarching business objectives. Stedi markets highly technical products. We continuously hire technical talent to expand our product portfolio, so candidates must have technical recruiting experience.<h2>What you'll do</h2><ul> <li>Make every hire better than the last. Maintaining a high bar for talent – and continuously raising the bar – is essential to Stedi’s successful growth and achievement of business goals. It’s the recruiter’s responsibility to uphold Stedi’s talent standards, evolve the criteria used to assess candidates, and build those principles into each step of the hiring process. </li> <li>Build strategic partnerships. Partner with the CEO, functional leaders, and other internal + external recruiters to assess hiring needs, tie them to business objectives, define role requirements, and shape our hiring strategies. You will need to be resourceful and develop a strong grasp of the business quickly, so that you can clearly articulate it externally and tailor effective interview processes that surface the right candidate signals for Stedi teams.</li> <li>Plan and execute full-cycle recruiting. Manage the end-to-end recruiting process for technical and business positions, from sourcing and screening to interviewing and extending offers. Ensure a smooth, efficient, communicative, and positive experience for all candidates.</li> <li>Communicate thoughtfully. Maintain graceful and effective communication with all stakeholders, including candidates, hiring managers, and leadership. Ensure transparency and alignment throughout the hiring process.</li> <li>Improve processes. Continuously evaluate and refine strategies to improve efficiency, effectiveness, and candidate experience. Surface opportunities to improve our hiring process with Stedi leaders. Embrace data-driven decision-making to inform practices.</li> </ul><h2>Who you are</h2><ul> <li>You have at least 4 years of recruiting experience and at least 2 years of technical recruiting experience at high-growth startups.</li> <li>Proven track record of successful, high-volume, high-quality, full-cycle recruiting for technical roles, including sourcing, screening, interviewing, and offer negotiation.</li> <li>You are resourceful and comfortable operating with a high degree of autonomy and being decisive with little feedback or oversight.</li> <li>Experience in role scoping and providing constructive feedback on hiring needs and candidate fit.</li> <li>Exceptional communication and interpersonal skills, with the ability to engage effectively with candidates and senior leadership.</li> <li>Experience with Ashby (ATS) is a plus.</li> </ul>At Stedi, we're looking for people who are deeply curious and aligned to our ways of working. You're encouraged to apply even if your experience doesn't perfectly match the job description.

Stedi

Recruiter

Salary Range $150,000 - $195,000*Job Description:Who We Are:Saks is a world-renowned luxury ecommerce destination. The company’s unique approach combines a focus on the digital customer experience with a strong connection to a network of extraordinary stores that extends that seamless experience into the real world. On its website and app, Saks offers an unparalleled selection of curated merchandise across fashion for women and men, beauty, jewelry, home décor and more. In addition to the shopping experience, customers come to Saks for inspiring editorial content, access to digital stylists, lifestyle experiences and other world-class services.Role Summary:You will work across Saks Global, a combination of world-class luxury retailers, including Neiman Marcus, Bergdorf Goodman, Saks Fifth Avenue and Saks OFF 5TH. You are a results-driven Director of Energy Management who will lead Saks Global’s enterprise-wide energy strategy across our retail portfolio. You will oversee energy efficiency and cost optimization initiatives in addition to utility forecasting and risk management — ensuring we procure and maintain reliable and sustainable energy solutions to support our business objectives. The role requires strong analytical expertise, a deep knowledge of the US-based energy markets,and a strategic mindset to drive long-term value creation. You possess the ability to lead and influence across multiple organizations and a passion for working in a fast-paced environment.Key Qualifications:<ul> <li>Bachelor’s degree in Energy Management, Business, Engineering, Sustainability, or a related field</li> <li>10+ years of progressive experience in energy management, utilities, sustainability, or related field with at least 5 years as a</li> <li>people leader</li> <li>Proven experience developing and executing enterprise-wide energy strategies</li> <li>Deep understanding of energy markets, utility tariffs, and regulatory frameworks</li> <li>Strong leadership, communication, and cross-functional collaboration skills</li> <li>Experience managing external vendors, contracts, and broker relationships</li> <li>Ability to work in a fast-paced environment and manage multiple projects simultaneously</li> </ul>Preferred Qualifications (nice to haves):<ul> <li>Master’s degree in related field</li> <li>Retail or real estate industry experience</li> <li>Background in finance</li> <li>Knowledge of energy storage, microgrids, and distributed energy resources, HVAC systems, and building automation</li> <li>systems</li> <li>Experience working on and/or leading corporate sustainability teams</li> </ul>Role Description:<ul> <li>Develop and lead Saks Global’s strategic energy management vision, aligning cost, operational targets, and sustainability initiatives across the enterprise</li> <li>Oversee the energy procurement strategy for electricity, natural gas, and other utilities - balancing price, reliability and risk exposure</li> <li>Drive large-scale energy efficiency projects, in partnership with Facilities and Store Operations, setting clear performance targets and ROI expectations</li> <li>Direct utility forecasting and budgeting processes, in partnership with finance leadership, ensuring accurate, data-driven and market-informed projections</li> <li>Establish and lead a comprehensive energy risk strategy to mitigate market volatility and regulatory impact.</li> <li>Identify and assess renewable energy opportunities and technologies that support decarbonization, regulatory requirements and sustainability goals.</li> <li>Oversee vendor relationships and contracts to maximize value, innovation and service delivery</li> <li>Partner closely with Facilities, Store Ops, Real Estate, Legal and Finance to integrate energy strategy into business functions and processes</li> <li>Provide executive-level reporting on key energy program metrics, risks, and strategic opportunities to senior leadership</li> <li>Lead, mentor and develop a high-performing and fast-paced energy management team committed to excellence and continuous improvement</li> </ul>Your Life and Career at Saks:<ul> <li>Exposure to rewarding career advancement opportunities</li> <li>A culture that promotes a healthy, fulfilling work/life balance</li> <li>Benefits package for all eligible full-time employees (including medical, vision and dental).</li> <li>An amazing employee discount</li> </ul>Thank you for your interest in Saks. We look forward to reviewing your application.Saks provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Saks complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.Saks welcomes all applicants for this position. Should you be individually selected to participate in an assessment or selection process, accommodations are available upon request in relation to the materials or processes to be used.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.Saks.com is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. *The above expected salary range may have some variability based upon factors including, but not limited to, a candidate’s overall experience, qualifications, and geographic location. If you are interested in the role, we encourage you to apply and, if selected to move forward in the interview process, you will have a chance to speak with our recruitment team regarding your specific salary expectations.

Saks Fifth Avenue

Director, Energy Management

Rent-A-Center

Customer Account Representative

Req ID: 76662 Location: Tulsa -TUL Areas of Interest: Marketing; Institutional/401(K) Services; Investment Management; Trust; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/03/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Formula Based <h2>Summary</h2> We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. <h2>Job Description</h2> The IW Marketing and Proposal Specialist assists in the development of new business by developing and preparing sales materials, and preparing responses to formal requests for proposals. The IW Sales Specialist also assists directly in the sales effort by identifying, researching, and profiling prospects; working with sales officer to develop sales strategies; provides sales tracking; prepares sales materials for sales calls and presentations; prepares competitive analysis for sales officers and clients. <h2>Team Culture</h2> Our team culture is dynamic and energetic. Our environment is enjoyable and inspiring. We tackle each day with a positive attitude and don't take ourselves too seriously. We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial’s generous contributions to local organizations and the numerous ways we give back to our communities. <h2>How You'll Spend Your Time</h2> <ul> <li>You will use your skills in research, writing, and editing to complete responses to formal requests for proposals, finals presentations, and sales pitch books. </li> <li>You will need strong attention to detail to assist sales officers with visual presentation materials needed for the call. </li> <li>You will need project management skills to manage multiple projects with various timelines. </li> <li>You will use your tech-savvy for client research, mail campaigns, and developing marketing material. </li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Marketing or Business and 1-4 years in banking, investments, sales, or marketing; or 9-11 years of equivalent work related experience. <h2>Working Conditions &amp; Physical Requirements</h2> Office BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

IW Marketing and Proposal Specialist

Req ID: 76682 Location: Tulsa -TUL Areas of Interest: Administrative; Consumer Banking; Consumer Operations; Facilities Pay Transparency Salary Range: Not Available Application Deadline: 07/09/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary Formula Based <h2>Summary</h2> We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. The Executive Assistant provides advanced administrative support to members of the Executive/Senior Leadership Team, exercises considerable discretion in the performance of duties and responsibilities, interacts with executive management team relating to activities of Bank-wide interest. <h2>Job Description</h2> The Executive Assistant provides advanced administrative support to members of the Executive/Senior Leadership Team; exercises considerable discretion in the performance of duties and responsibilities; interacts with executive management team relating to activities of Bank-wide interest. Primary duties and responsibilities include: allocating management’s available time to ensure high priority objectives are accomplished, initiate frequent discussions with manager to prioritize objectives, scheduling requirements and potential conflicts; effectively block scheduled meetings and phone calls to reduce adverse impact on achieving higher priority objectives; prepares correspondence, reports and memoranda. <h2>Team Culture</h2> This role is flexible, adaptable, and perfect for a long-term career. If you are looking to advance, there are multiple opportunities for internal mobility. <h2>How You'll Spend Your Time</h2> <ul> <li>You will coordinate and maintain executive’s calendar to ensure that high priority objectives are accomplished, schedule and reschedule meetings and appointments when necessary with little or no direction when required without interfering with business objectives, act as communications liaison bank-wide. This position will make frequent routine and complicated decisions on behalf of Executive Officer pertaining to external and internal incoming mail and phone calls, ensure follow up on external and internal appointments and correspondence.</li> <li>You will coordinate preparation for meetings, including preparation of agenda, assembling of materials for meetings, poll members for attendance, physical preparation of room; may be required to attend meetings, seminars, etc. and to possibly take notes or furnish information.</li> <li>You will develop, design and maintain information in spreadsheets and data base programs using the most complex features of various software programs, (i.e., merge files, import data, graphs, etc.), gather information to be maintained on data base programs, generate and distribute reports from these programs and monitor reports for quality.</li> <li>You will maintain files and projects which require a high degree of confidentiality, answer telephone calls from clients directly, screen telephone calls and visitors, and resolve routine customer inquiries, may supervise and coordinate work of Administrative Assistants.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of an Associate's Degree and 4-6 years’ executive level administrative experience or 7-10 years’ equivalent work experience. <ul> <li> Proficient knowledge of: file maintenance, English grammar, appropriate standards regarding letters, memorandum, composition, and proper telephone etiquette</li> <li>Advanced PC and software application skills </li> <li>Excellent understanding of bank operating practices and procedures </li> <li>Advanced interpersonal, verbal, and written communication skills</li> <li>Advanced organization skills; ability to handle multiple complex priorities simultaneously in a competent and professional manner</li> <li>Ability to work with data/information requiring a high degree of confidentiality</li> </ul> <h2>Working Conditions &amp; Physical Requirements</h2> Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Executive Assistant

Job Description: Job Title: Senior Product Control – Equities Corporate Title: Vice President Location: London Company Overview: 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! Location Overview: Our London office is based just a stone’s throw from the magnificent St. Paul’s Cathedral on bustling King Edward Street. Here you’ll find modern workspaces and a state-of-the-art auditorium space. In addition, we’re proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre. The Team: The Equity Client Solutions Business, Finance Analysis team is comprised of 20 dedicated professionals, with associates based in both London and Chester. The primary function of the Equity Business, Finance Management &amp; Strategy team is to provide control &amp; business advisory guidance. Key business partners are the Trading Desk, Global Valuation Group (GVG), Credit &amp; Market risk, Regulatory Reporting and the RWA team. The Equity Business, Finance Management &amp; Strategy team supports the Equity Trading Desk; this comprises Equity Client Solutions, Equity Execution Services, Equity Synthetics and Securities Lending and Equity Asset Management Services. This role is to support the Equity Client Solutions business, which makes secondary markets in European equity derivatives (Single Stock and Index Options, Emerging Markets, Exotics products, Fund Derivatives and Corporate Derivatives) Responsibilities: Daily P&amp;L &amp; Balance Sheet – Reporting &amp; Oversight: <ul> <li>Preparation of daily P&amp;L commentary and substantiation based on market events</li> <li>Review of material new deals</li> <li>Calculation of valuation adjustments &amp; reserves, with responsibility over corresponding substantiation and commentary</li> <li>Review of changes to daily balance sheet &amp; substantiation based on transactional activity</li> </ul> Core Financial Oversight Functions: <ul> <li>Independent price verification analysis and reporting (daily, weekly, monthly)</li> <li>Weekly, Monthly &amp; Quarterly revenue commentary</li> <li>Maintaining valuation adjustment &amp; reserve calculations such that they’re in-line with current policies</li> <li>Balance sheet analysis (capital, liquidity, exposures etc.) including inventory aging, and reporting (Managerial and Regulatory)</li> <li>Determining and implementing appropriate accounting policies &amp; procedures (with Accounting Policy)</li> <li>Managing key accounting, legal entity, regulatory and P&amp;L issues with the business</li> <li>Month end close, including Financial Disclosures and calculation / recording of netting entries</li> <li>Exercise of control oversight on behalf of the business</li> <li>Participation in the New Product Review and Appropriation Request processes: modelling structures, process scenarios, review, and control</li> <li>Contributing to Governance process, operational error reporting and support of other internal control process, including SOX</li> <li>Provision of financial expertise in the design, build, testing, and implementation of new Technology Platforms and Systems</li> </ul> Planning &amp; Reporting: <ul> <li>Act as key member and advisor to Line of Business Senior Management team, providing decision support analysis and advice on the optimisation of business activities with regards to accounting rules, regulatory issues and legal entity structures</li> <li>Development and analysis of key performance metrics</li> <li>Participation in the formulation of business strategy; plans; budgets; and forecasts</li> <li>Provide regular updates, analytics and commentary on Line of Business performance</li> <li>Manage the expense approval process for both deal-related and organisational expenses; provide expense analytics and assist the business with recovering deal-related expenses.</li> <li>Provide regular updates, analytics and commentary on the GBAM’s externally disclosed quarterly performance</li> </ul> What we are looking for: <ul> <li>Core Skills - Required and Preferred </li> <li>Degree educated or equivalent</li> <li>Qualified CFA or Accountant (ACA, ACCA, CIMA or equivalent</li> <li>Previous CFO Banking experience</li> <li>Good working knowledge of accounting concepts</li> <li>Good understanding of Product Control and IPV function</li> <li>Knowledge of Derivative Exotic products</li> <li>Proven Excel skills with the ability to build and use spreadsheets</li> <li>Demonstrable risk identification and management Bank of America</li> </ul> Benefits of working at Bank of America: UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum </li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.</li> <li>Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.</li> <li>Access to an Employee Assistance Program for confidential support and help for everyday matters</li> <li>Ability to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to access our Arts &amp; Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.</li> </ul> Bank of America: Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Bank of America

Senior Product Control - Equities

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! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Silicon Valley East

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for 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: Oklahoma Market

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for 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

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