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Counseling & Recovery Services of Oklahoma

Mental Health Technician 7p-7a

Regent Bank

BSA Account Manager

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position Summary:In the role of Manager - Application Developer at CVS Health, you will be a pivotal member of our development team, interfacing with key stakeholders and applying your technical proficiency across various stages of the Software Development Life Cycle (SDLC). This includes engaging in Requirements Elicitation, Design, and Development. Your contributions will be crucial in ensuring the successful delivery of projects, as you will help the team produce high-quality code deliverables for specific modules. You will also lead validation efforts for all types of testing and support activities related to implementation, transition, and warranty. In this position, you will be responsible for conducting techno-functional impact analysis, as well as design and code construction activities associated with the development of software releases for the Omnicare business systems. Your strong technical, functional, and interpersonal skills will be essential for success in this role. The current suite of systems includes multiple Tier 1 applications. You will collaborate closely with the development manager, product management/owners, architects, quality assurance/testing teams, developers, and project managers to drive business change and innovation within our .NET-based business applications. Your involvement will span the entire development life cycle of a product, requiring you to deliver efficient solutions while identifying and mitigating any risks prior to deployment in production and supporting the applications afterwards. You will also play a significant role in customer interfacing, ensuring that project delivery aligns with client expectations. This position is designed for individuals who thrive in a collaborative environment and are committed to delivering high-quality software solutions that enhance the healthcare experience.Required Qualifications: <ul> <li>5+ years of professional IT experience</li> <li>3+ years of .NET experience, including ASP.NET, MVC, Webforms, Razor pages and C# or VB.NET</li> <li>3+ years of software development and requirement analysis, design experience</li> </ul>Preferred Qualifications: <ul> <li>Experience with Visual Studio, .NET, T-SQL and PL/SQL development</li> <li>Development experience for projects delivered via Agile, Waterfall, and/or SAFe methodologies</li> <li>.NET Core experience including Web API, Entity Framework, and Dependency Injection</li> <li>API design patterns experience (REST - XML, JSON)</li> <li>Knowledge in Azure cloud, specifically Azure App Services and Function Apps</li> <li>Proven track record of writing clean, high-quality, high-performing, scalable code</li> <li>Experience as a technical Subject Matter Expert (SME) in understanding business requirements and translating them into software solutions</li> <li>Production Support experience handling support tickets, change and off hour application support during maintenance and release activities as and when required</li> </ul>Additional Responsibilities:<ul> <li>Interface with key stakeholders throughout the Software Development Life Cycle (SDLC)</li> <li>Engage in Requirements Elicitation, Design, and Development phases</li> <li>Deliver high-quality code deliverables for specific modules</li> <li>Lead validation efforts for all types of testing</li> <li>Support activities related to implementation, transition, and warranty</li> <li>Conduct techno-functional impact analysis for software releases</li> <li>Collaborate with development managers, product management, architects, and project managers</li> <li>Drive business change and innovation in .NET-based applications</li> <li>Identify and mitigate risks prior to production deployment</li> <li>Interface with customers to ensure successful project delivery</li> <li>Provide IT support for applications on an as needed basis</li> </ul>Education:<ul><li>Bachelor’s degree or, equivalent experience (HS diploma + 4 years relevant experience)</li></ul>Anticipated Weekly Hours40Time TypeFull timePay RangeThe typical pay range for this role is:$83,430.00 - $166,860.00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.Great benefits for great peopleWe take pride in our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:<ul> <li>Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.</li> <li>No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.</li> <li>Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.</li> </ul>For more information, visit <a href="https://jobs.cvshealth.com/us/en/benefits" target="_blank">https://jobs.cvshealth.com/us/en/benefits</a>We anticipate the application window for this opening will close on: 04/23/2025Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVSHealth

Manager - Application Developer

CompanyCox Communications, Inc.Job Family GroupSalesJob ProfileSr Manager, Direct Sales New Business - CCIManagement LevelSr Manager - People Leader Flexible Work Option Can work remotely but need to live in the specified city, state, or regionTravel %Yes, 50% of the timeWork ShiftDayCompensationCompensation includes a base salary of $107,100.00 - $160,700.00. The salary rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's experience. In addition to the salary range identified herein, this role is also eligible for an annual incentive/commission target of $75,000.00.Job DescriptionAt RapidScale, exceptional technology is powered by exceptional people. As a growing leader in secure, reliable managed cloud solutions, we help SMBs and enterprises alike simplify IT and unleash innovation. With a broad portfolio spanning AWS, Azure and Google to a full set of Private Cloud and Cybersecurity solutions, RapidScale helps companies turn technology into their biggest competitive advantage. As part of the Cox family of companies, we offer best-in-class benefits, a commitment to work-life balance, and an award-winning workplace experience.This role reports to the Director of Sales and entails overseeing all recruitment and sales efforts for RapidScale services directed at prospective and existing Cox Business (CB) customers, as well as off-net clients engaging directly with RapidScale. The Senior Manager will lead a team of Cloud Solution Consultants (CSC), focused on maximizing revenue opportunities and fostering growth from CB customers and prospects across the nation. Additionally, the individual will develop and implement strategies to encourage CB sellers to actively collaborate with the Cloud Solutions Consultant team. This position carries sales quotas, with full responsibility for achieving 100% of quarterly and annual sales targets. Primary Responsibilities: Sales Performance &amp; Targets: <ul><li>Achieve or surpass monthly, quarterly, and annual sales quotas. </li></ul><ul><li>Lead the Regional CSC Team in meeting defined sales goals. </li></ul><ul><li>Accurately forecast sales to meet targets and support strategic planning. </li></ul><ul><li>Monitor and analyze sales performance, providing regular reports and insights to senior management. </li></ul>Team Development &amp; Coaching: <ul><li>Onboard new CSCs and guide them towards target achievement. </li></ul><ul><li>Train and mentor new and experienced CSCs, offering continuous coaching for high performance and quota success. </li></ul><ul><li>Develop coaching programs to enhance the skills and effectiveness of the CSC team. </li></ul><ul><li>Actively recruit and manage sales talent to build a high-performing sales team. </li></ul><ul><li>Foster a collaborative environment that encourages knowledge sharing and ongoing learning. </li></ul>Collaboration &amp; Strategy: <ul><li>Collaborate closely with Cox Business Sales to exceed regional goals and objectives. </li></ul><ul><li>Partner with the marketing team to develop and implement sales strategies that strengthen RapidScale’s brand and sales presence in the region. </li></ul><ul><li>Engage sales partners to optimize the sales funnel and drive revenue growth. </li></ul><ul><li>Generate innovative ideas and forge partnerships to enhance business growth and sales performance. </li></ul><ul><li>Provide management with feedback on RapidScale products, services, and processes to facilitate continuous improvement. </li></ul>Customer &amp; Partner Engagement: <ul><li>Support the Cox Business sales organization, sales partners, prospects, and end-user customers. </li></ul><ul><li>Travel as needed (up to 50%) to establish new relationships and nurture existing ones within the region, team, and customer base. </li></ul><ul><li>Share and document best practices across regions. </li></ul>Qualifications Minimum <ul> <li>Bachelor’s degree in a related discipline and 8 years’ experience in a related field (i.e. managed IT services ). The right candidate could also have a different combination, such as a master's degree and 6 years’ experience; or 12 years’ experience in a related field</li> <li>3+ years’ experience in management or leadership role</li> </ul><ul><li>Proven history of top-performing sales success. </li></ul><ul><li>Strong expertise in networking and relationship building. </li></ul><ul><li>Technical knowledge of IT, Cloud, Managed Hosting, IaaS, DaaS, and DRaaS. </li></ul><ul><li>Experience with “sell-with” strategies and matrix management. </li></ul>BenefitsThe Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Cox Communications is all about creating moments of real human connection; and for employees, that’s true both in the workplace and in the problems we solve for customers. From building advertising solutions to unleashing IoT technologies to creating an exceptional experience for customers in our retail locations and online, we’re creating a world that is smarter and more connected. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer – All qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. <h3> </h3>

Cox Communications

Senior Manager, Direct Sales New Business (RapidScale) - Central Market

<h2 id="who-we-are">Who we are</h2> <h3 id="about-stripe">About Stripe</h3> Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. <h3 id="about-the-team">About the team</h3> The GTM Operations team is responsible for overall productivity and effectiveness of the sales organization, partnering closely with the sales team and teams across Stripe to drive initiatives. Our team provides strategic &amp; operational partnership to sales leaders, sellers, and cross-functional business partners. The Strategy &amp; Sales Operations role functions across three pillars: <ul> <li>Strategy and planning </li> <li>Sales Operations </li> <li>Analytics and Insights </li> </ul> Within the GTM Strategy &amp; Sales Operations (SSO) organization, our globally scoped team members are focused on driving high-value updates and outcomes across business operations, insights, process, and tooling. We facilitate incremental Stripe productivity improvements to help the GTM organization deliver key business objectives and revenue results. We are a global team with resources in the Americas, Europe and Asia Pacific. <h2 id="what-youll-do">What you’ll do</h2> <h3 id="responsibilities">Responsibilities</h3> <ul> <li> Conduct analytics, generate insights, and present finding on performance <ul> <li>Collaborate with Regional Sales Development teams to identify, analyze, and report on key sales performance metrics such as revenue, conversion rates, win rates, pipeline coverage </li> <li>Collaborate with cross-functional teams, such as marketing and finance, to gather and integrate relevant data for comprehensive sales reporting and analysis </li> <li>Provide regular reports and presentations to Sales Development leadership and other stakeholders within the broader Marketing org, communicating the analysis of sales data and recommending actions to drive sales growth </li> </ul> </li> <li> Enhance and scale Sales Development Annual Planning and Target Management process <ul> <li>Define and refine the sales targets setting process, working closely with sales leadership and finance teams to ensure targets are ambitious yet realistic </li> <li>Monitor and evaluate sales performance against targets, highlighting areas of concern, and proactively identify strategies to address performance gaps </li> </ul> </li> <li> Drive Sales Development and Vendor infrastructure enhancements for automation, scale, and faster distribution <ul> <li>Develop, implement, and maintain robust sales dashboards that provide actionable insights to sales leadership and enable data-driven decision making </li> <li>Conduct regular data audits to ensure accuracy and completeness of sales data, and identify and rectify any discrepancies or inconsistencies </li> </ul> </li> <li> Be Trusted Advisor to Regional Sales Development Leadership <ul> <li>Support Regional Sales Development and Vendor Leadership with prep for MBRs/ QBRs and other strategic forums </li> <li>Analyze sales trends and patterns to identify opportunities for improvement and make recommendations for sales process optimizations </li> </ul> </li> </ul> <h2 id="who-you-are">Who you are</h2> We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. <h3 id="minimum-requirements">Minimum requirements</h3> <ul> <li>Minimum of 6+ years of experience in sales operations, business analytics, or a similar role </li> <li>Excellent knowledge of sales metrics, targets setting process, and creation of sales dashboards </li> <li>Proven experience in data analysis and statistical modeling, using tools such as Excel, SQL, and CRM systems </li> <li>Strong analytical and problem-solving skills, with the ability to translate complex data into meaningful insights </li> <li>Experience in a fast-paced environment, with a “roll-up your sleeves” mentality </li> <li>Exceptional attention to detail and accuracy in data management and reporting </li> <li>Proficiency in SQL and other data visualization tools such as Tableau, Power BI, or similar tools </li> </ul> <h3 id="preferred-qualifications">Preferred qualifications</h3> <ul> <li>Prior experience at a growth stage Internet/software company </li> <li>Prior experience in the payments industry </li> <li>Prior experience in consulting </li> <li>Bachelor's degree in Business Administration, Finance, or a related field </li> </ul> This role is available either in an office or a remote location (typically, 35+ miles or 56+ km from a Stripe office). Office-assigned Stripes spend at least 50% of the time in a given month in their local office or with users. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for individuals and their teams. A remote location, in most cases, is defined as being 35 miles (56 kilometers) or more from one of our offices. While you would be welcome to come into the office for team/business meetings, on-sites, meet-ups, and events, our expectation is you would regularly work from home rather than a Stripe office. Stripe does not cover the cost of relocating to a remote location. We encourage you to apply for roles that match the location where you currently or plan to live. The annual US base salary range for this role is $140,700 - $211,100. For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process. Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends. Office locations Chicago Remote locations Remote in United States Team Revenue Operations Job type Full time <a href="#"> Apply for this role </a>

Stripe

Sales Operations Analyst

<h2 id="who-we-are">Who we are</h2> <h3 id="about-stripe">About Stripe</h3> Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. <h3 id="about-the-team">About the team</h3> The Seller Systems team owns several systems and processes that support the sales process at Stripe including opportunity management, pricing, contract, onboarding, and realization. We are looking for people with a strong background or interest in working across these domains to build successful platforms and systems. You’re comfortable dealing with many moving pieces, you work effectively across teams and functions, and you have exquisite attention to detail. You’re looking forward to learning new technologies, systems, and problem domains. If this resonates with you, do apply! <h2 id="what-youll-do">What you’ll do</h2> We are looking for a Salesforce.com Engineer for the Seller Systems team to build and maintain world-class CRM systems. <ul> <li>Effectively work autonomously and collaboratively to design and implement both tactical and project related deliverables </li> <li>Work closely with product managers and business partners to understand and refine requirements, objectives, and processes to drive strategic solutions </li> <li>Build for scale by designing holistically, with a focus on flexibility and maintainability </li> <li>Ensure appropriate controls and documentation are followed to create an effective control environment </li> <li>Design and develop high quality software products in an Agile environment </li> </ul> <h3 id="responsibilities">Responsibilities</h3> <ul> <li>Developing applications in Salesforce using Apex, Lightning Web Components, Javascript, Web Services and APIs </li> <li>Support Salesforce Partner Relationship Management and Salesforce Communities </li> <li>Excellent analytical skills, combined with impeccable business judgment and ability to communicate effectively with management, sales, IT, vendors and international teams </li> <li>Proven ability to deal with ambiguity in a rapidly changing business environment, resolve problems and offer impacting solutions </li> </ul> <h2 id="who-you-are">Who you are</h2> We’re looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. <h3 id="minimum-requirements">Minimum requirements</h3> <ul> <li>10+ years of Salesforce development experience. </li> <li>2+ years of leading/mentoring teams. </li> <li>5+ years of JavaScript experience and/or Salesforce Lightning experience </li> <li>Experience implementing Salesforce Partner Relationship Management and Salesforce Communities or similar </li> <li>Salesforce Basic and Advanced Certifications (Advanced Administrator certification, Advanced Developer or Platform II certification) </li> <li>Experience with data migration, integrating Salesforce with other platforms/services. </li> <li>In-depth understanding of the capabilities and constraints of the Salesforce CRM application architecture </li> </ul> This role is available either in an office or a remote location (typically, 35+ miles or 56+ km from a Stripe office). Office-assigned Stripes spend at least 50% of the time in a given month in their local office or with users. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for individuals and their teams. A remote location, in most cases, is defined as being 35 miles (56 kilometers) or more from one of our offices. While you would be welcome to come into the office for team/business meetings, on-sites, meet-ups, and events, our expectation is you would regularly work from home rather than a Stripe office. Stripe does not cover the cost of relocating to a remote location. We encourage you to apply for roles that match the location where you currently or plan to live. The annual US base salary range for this role is $186,500 - $279,700. For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process. Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends. Office locations Seattle, or South San Francisco HQ Remote locations Remote in United States Team Infrastructure &amp; Corporate Tech Job type Full time <a href="#"> Apply for this role </a>

Staff Salesforce Engineer, Seller Systems

U.S. Department of Veteran Affairs

Physician-Cardiology

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. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Financial Solutions Advisor - Consumer Investments - Eastern Shore/ Salisbury area Market

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: 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 -  Coral Gables  Financial Center

Job Description: Job Title: Treasury Sales Officer Corporate Title: Director Location: Frankfurt 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. 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! Global Payments Solutions Group Bank of America’s Global Payments Solutions (GPS) business is hiring. Our focus on combining cutting-edge technology with innovative solutions, means we consistently deliver exceptional results for our clients. Do you want to be part of our award-winning team? We are proud to: <ul> <li>Be a leading provider of treasury and cash management solutions</li> <li>Deliver for over 100,000+ clients globally, including over 73% of the Global Fortune 500</li> <li>Be at the forefront of delivering treasury solutions across all segments and all industries, from middle-market businesses to the world’s largest corporate and financial institutions</li> <li>Provide a personalised service for our clients, backed with high-tech for their liquidity management, payments and receipts, trade and supply chain finance and FX and commercial card services</li> </ul> We want to hear from you if you are: <ul> <li>A highly-motivated individual</li> <li>Has a client-centric focus who can advocate on their behalf</li> <li>Can challenge the status quo</li> <li>Collaborate with peers as well as having the ability to influence the conversation with diverse points of view</li> <li>Innovative with forward-thinking ideas</li> </ul> Responsibilities As a Treasury Sales Officer you will be responsible for the delivery of integrated treasury solutions to existing and prospective German HQ Large Corporate Clients. These include international Cash &amp; Liquidity Management, Transactional FX, Merchant Services, Commercial Card and Trade Finance. The role, based in Frankfurt, reports directly to the Managing Director, Head of Large Corporate Sales for Northern Europe with strong focus on German and Austrian clients. Today the German Large Corporate Sales team manage approximately 50 clients with 4 TSO’s and 2 Treasury Sales Associates and 1 Treasury Sales Analyst. The Sales team partner up closely with Corporate Banking team(s) as well with GPS Product Managers &amp; Fulfilment &amp; Service teams. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio by partnering with stakeholders to consult on sales opportunities. This requires both product knowledge and relationship management experience to deliver the best possible solution. Role activities and responsibilities may include: <ul> <li>Primary relationship and GPS sales responsibility for a portfolio of existing and prospect of Large Corporate Clients across Germany</li> <li>Build new, or develop existing client relationships to advance business opportunities across the client organisation to deliver new business pipeline and revenue</li> <li>Client calling and leads any GPS revenue enhancing or relationship client facing engagement / presentation including responses to proposals and pitches</li> <li>Consults with clients to drive growth of new client relationships or deepening existing relationship through thoughtful identification of client needs matching Bank resources/capabilities against client requirements</li> <li>Delivery of revenue and new business pipeline in accordance with defined and agreed goals and objectives</li> <li>Lead pricing and negotiation discussions with the client for treasury management products to optimize relationships </li> <li>Client and portfolio planning to drive responsible revenue, balance sheet growth and profitability improvement</li> <li>Partner with bankers, sales partners and product teams across the enterprise to develop customized treasury solutions by identifying new opportunities</li> <li>Act as liaison with Investment Banking, Credit and Risk; Compliance; Product Management; Client Delivery &amp; Service; Implementation; and Operations</li> <li>Understand client objectives for transaction banking and other cash and treasury related services, effectively match Bank resources and capabilities against client requirements to develop business opportunities deliver incremental revenue</li> <li>Provide client and market feedback to management and business partners, including for product development and enhancement</li> <li>Ensure complete alignment in client selection and growth strategy with our Corporate Banking colleagues</li> <li>Ensure full observance of and adherence to applicable compliance and other regulatory requirements and guidelines</li> <li>Attend industry and client events to represent the bank/business</li> <li>Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning</li> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of Bank structure</li> <li>Produce or provide input for both external and internal marketing to enhance the visibility of Corporate clients and the Bank of America franchise</li> <li>Participate in industry events, represent Bank of America externally</li> <li>Portfolio strategy and planning; support Global &amp; Regional strategy and planning for the future</li> <li>Oversee sales pipeline and revenue analysis processes</li> <li>Provide input and briefing information for senior management client calls and other interactions in-region</li> <li>Responsible for making decisions on many day-to-day aspects of client relationships</li> <li>Leads, coaches, and develops Treasury Sales Analysts, Treasury Sales Associates and Treasury Sales Officers (TSO) in day-to-day support of client deliverables</li> </ul> What we are looking for <ul> <li>Required familiarity of German financial landscape, GPS knowledge and European international treasury management experience and product knowledge</li> <li>Strong communication skills, both written and verbal in English and German required</li> <li>Successful history of direct treasury management experience, treasury management sales (including but not limited to, cash management, liquidity strategies, commercial cards, foreign exchange, working capital and trade)</li> <li>Account management experience, demonstrated ability to foster partnerships within the core team and build rapport with client contacts</li> <li>Effectively manages competing priorities while consistently maintaining client satisfaction</li> <li>Effectively manages risk while balancing the needs of the client, the team and the Bank</li> <li>Strong international treasury management and working capital experience and product knowledge</li> <li>Ability to work in a high pressure, deadline orientated environment</li> <li>Knowledge of the regulatory environment and the impact on Banking Services within the Global Transaction services space</li> <li>Highly numerate with good business acumen with the ability to identify financial issues in product suite</li> <li>Holds self and others accountable for results</li> <li>Business/stakeholder development, the ability to build broad based relationships both internally and externally with influencing skills</li> <li>Well-developed presentational skills to both internal and external clients</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.

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