Bank Of America

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.

Supporting the military has been a focus of Bank of America for more than 90 years. This includes our partnerships with military organizations, efforts to hire and develop military service members and veterans, and our products and services for military customers. Military men and women make sacrifices every day to serve our country and we want to do everything we can to connect them to the resources they need to make their lives better.

Bank of America actively works to attract, develop and retain veterans, reservists and military spouses because of the unique skills and experiences they bring to our organization. Their personal values align with our company's values around trusting the team, acting responsibly and realizing the power of our people.

We support military employees through our Military Support & Assistance Group (MSAG), an employee network that creates opportunities for advancement and leadership development through networking, mentoring and information forums.

Additionally, Bank of America supports the U.S. military through the Military Affairs Advisory Group (MAAG), an internal team that focuses on reintegrating service members into the civilian workforce through education, employment, wellness and housing.

Bank of America's military recruiting efforts are regularly recognized on a national level as a top "Military Friendly" employer by GI Jobs, Military Edge and Employer Support for Guard and Reserve.

Join the thousands of veterans who now call Bank of America their Employer of Choice.
 

Nov 15, 2018
Job Description: Enterprise Role Overview: Responsible for performing more complex analysis and modeling for multiple products with the goal of maximizing profits and asset growth and minimizing risk and operating losses and/or other financial and marketing exposures. Develops complex program models to extract data and uses multiple databases to acquire statistical and financial data. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with external agencies. Participates in the rollout of company-wide pilot programs developed as a result of programmed models. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. SAS and/or Micro Strategy experience preferred; 2-5 years' experience preferred. May be filled as an Analyst II or III depending on experience and skill set. Required Skills: Can identify fraud patterns Experience in Fraud or Risk organization Excellent written and verbal communication skills Ability to work in a fast-paced environment and drive quality results Build relationships and think critically about people, process and technology opportunities for future improvement Work in a team/group environment; demonstrate a willingness/desire to share experiences or ideas with others Strong analytical and problem-solving abilities, with quick adaptation to new technologies, methodologies, and systems Desired Skills: Analytical skills with background in writing SQL/SAS/VB code Strong leadership qualities as an individual contributor Knowledge of our Digital capabilities and flows Experience with strategy rule writing Advanced Excel skills (pivot charts/graphs)
Bank Of America Newark, DE, USA Full-Time
Nov 15, 2018
Job Description: Are you passionate about working with the best information security team in the world? Bank of America is hiring top talent to join our team. The Cyber Security Defense (CSD) function within Global Information Security is responsible for all aspects of threat intelligence and monitoring, application and network security, and insider threat. In addition, the CSD team drives out the enterprise-wide cyber exercise program. The Ethical Hacking Analyst will join a dynamic team of world class security experts to conduct application security/penetration tests of our internal/external web, mobile and web service applications, leveraging both manual techniques as well as automated tools in order to uncover and report security vulnerabilities that exist. You will be knowledgeable with business risks associated to common security vulnerabilities and to be able to effectively communicate security vulnerabilities to application developers and/or senior managers who may have little to no experience with application security vulnerabilities. The ability to work independently in a very large scale, enterprise setting is a great skill to possess. Previous experience as an application security professional with a large Financial Institution a plus. Required Skills: • Expert in performing Application Security, Penetration Tester (Web, Mobile, WebServices) with deep understanding of risks associated with application security vulnerabilities. • SME Level knowledge in the use of Application Security Scan Tools (ie BURP, AppScan, WebInspect, SOAP UI or etc) • Certifications (OSCP, OSCE a plus) • Uncommon, Niche skillset • Experience conducting vulnerability assessments, code reviews and penetration tests against web/mobile application technologies, services, platforms and languages to find flaws and exploits (e.g. SQL Injection, Cross-Site Scripting, Cross-Site Request Forgery, Clickjacking, Authentication/Authorization, Privilege Escalation, Business Logic Bypass, OWASP Top 10, SANS Top 25 etc) • Knowledge of network and Web related protocols/technologies • Ability to demonstrate manual web application testing experience • Experience with web application vulnerability scanning tools (e.g. IBM AppScan, HP Webinspect, Accuntix, NTO Spider, Burpsuite Pro etc.) • Experience with vulnerability assessment tools and penetration testing techniques (e.g. web application proxies, packet capture analysis software, browser extensions, advanced penetration testing Linux distributions, static source code analyzers, SoapUI etc.) • Experience of penetration testing on mobile platforms such as iOS, Android, Windows and RIM. • Solid programming/debugging skills with proficiency in one or more of the following: Java, JavaScript, HTML, XML, PHP, ASP.NET, AJAX, JSON, Objective-C. • Expert-level experience and very details technical knowledge in at least 3 of the following areas: general information security; security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks, single sign-on technologies; exploit automation platforms; RESTful web services • Demonstrated ability to learn and apply critical thinking to a variety of situations • One or more of the following certifications: CISSO, GWAPT, CEH, OSCP (or qualified work experience) • Strong scripting skills (e.g. Python, Perl, Shell script, JavaScript • Experience as a developer • Mobile programming abilities such as Xcode, Objective-C • Knowledge of a Structured Query Language
Bank Of America Denver, CO, USA Full-Time
Nov 15, 2018
Job Description: Are you passionate about working with the best information security team in the world? Bank of America is hiring top talent to join our team. The Cyber Security Defense (CSD) function within Global Information Security is responsible for all aspects of threat intelligence and monitoring, application and network security, and insider threat. In addition, the CSD team drives out the enterprise-wide cyber exercise program. The Ethical Hacking Analyst will join a dynamic team of world class security experts to conduct application security/penetration tests of our internal/external web, mobile and web service applications, leveraging both manual techniques as well as automated tools in order to uncover and report security vulnerabilities that exist. You will be knowledgeable with business risks associated to common security vulnerabilities and to be able to effectively communicate security vulnerabilities to application developers and/or senior managers who may have little to no experience with application security vulnerabilities. The ability to work independently in a very large scale, enterprise setting is a great skill to possess. Previous experience as an application security professional with a large Financial Institution a plus. Required Skills: • BS/MS in Computer Science (or relevant work experience in a large scale IT environment) Expert in performing Application Security, Penetration Tester (Web, Mobile, WebServices) with deep understanding of risks associated with application security vulnerabilities. • SME Level knowledge in the use of Application Security Scan Tools (ie BURP, AppScan, WebInspect, SOAP UI or etc) • Certifications (OSCP, OSCE a plus) • Uncommon, Niche skillset • Experience conducting vulnerability assessments, code reviews and penetration tests against web/mobile application technologies, services, platforms and languages to find flaws and exploits (e.g. SQL Injection, Cross-Site Scripting, Cross-Site Request Forgery, Clickjacking, Authentication/Authorization, Privilege Escalation, Business Logic Bypass, OWASP Top 10, SANS Top 25 etc) • Knowledge of network and Web related protocols/technologies • Ability to demonstrate manual web application testing experience • Experience with web application vulnerability scanning tools (e.g. IBM AppScan, HP Webinspect, Accuntix, NTO Spider, Burpsuite Pro etc.) • Experience with vulnerability assessment tools and penetration testing techniques (e.g. web application proxies, packet capture analysis software, browser extensions, advanced penetration testing Linux distributions, static source code analyzers, SoapUI etc.) • Experience of penetration testing on mobile platforms such as iOS, Android, Windows and RIM. • Solid programming/debugging skills with proficiency in one or more of the following: Java, JavaScript, HTML, XML, PHP, ASP.NET, AJAX, JSON, Objective-C. • Expert-level experience and very details technical knowledge in at least 3 of the following areas: general information security; security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks, single sign-on technologies; exploit automation platforms; RESTful web services • Demonstrated ability to learn and apply critical thinking to a variety of situations • One or more of the following certifications: CISSO, GWAPT, CEH, OSCP (or qualified work experience) • Strong scripting skills (e.g. Python, Perl, Shell script, JavaScript • Experience as a developer • Mobile programming abilities such as Xcode, Objective-C • Knowledge of a Structured Query Language
Bank Of America Denver, CO, USA Full-Time
Nov 15, 2018
Job Description: Position Summary Manages a component of a portfolio of technology-driven initiatives and software applications, supporting the Consumer and Small Business Credit Card business. Serves as a primary point of contact and the escalation point between the client/business area and internal IT teams and management, for the completion of ongoing compliance QA/QC deliverables, resolution of problems, complaints, and complex service requests. Responsible for ongoing adherence to all bank policies and procedures governing the operation of multi-tier software systems used by the bank and its customers. This role requires strong technical skills and ability to provide technical leadership as a proactive and strategic business partner in the development of functional or cross-functional objectives. Involved in the coordination of translating business strategy into software features and functions. Accountable for the development and maintenance of technology solutions, appropriate to business needs and objectives, and oversees implementation of development projects and governance programs. Interacts daily with IT vendors, vendor managers, risk and compliance officers, application governance teams, technology executives, corporate information security, and application developers. Does not directly manage other resources. Application managers are accountable for managing all problems according to the Global Technology Problem Management Policy and to document them in the approved Problem Management system of record. For applications having a third-party vendor relationship, the application manager is responsible for engaging the bank's vendor manager in all vendor interactions, including but not limited to Incident Management and remediation of findings from information security and other governance compliance assessments Responsibilities include, but not limited to: • Register all applications in the Enterprise Application system of record and maintain accurate, current information about the application at all times. • Ensure Application Lifecycle status accurately reflects the current application lifecycle stage from initial build through decommission. • Comply with relevant enterprise controls mandated by either regulatory requirements or corporate policies. • Manage activities for the resolution and closure of unplanned interruptions of IT services or reductions in the quality of IT services. • Comply with Change Management principles that are outlined in the Global Change Policy, including Software Development Standards for building new applications or modifying existing applications. • The application manager must respond timely to any data quality defects that are found as a result of quality reviews. Required Skills • Excellent Communication Skills • Excellent time management skills, self-directed, detailed. • Strong understanding of distributed systems architecture • Previous software development or systems architecture experience required • Software Development Experience - Java; Wed Services; Unix; Oracle PL/SLQ • Strong working knowledge of common analytical tools and techniques • Highly proficient with use of spreadsheets and MS Office Suite products • Experience developing and Maintaining SharePoint Collaboration sites • Prior vendor management experience preferred • Agile Safe Certified Scrum Master or Kanban team experience preferred • Experience with CA Rally or Jira Desired Skills Credit Card Industry knowledge strongly preferred
Bank Of America Newark, DE, USA Full-Time
Nov 15, 2018
Job Description: Job description: Primary responsibility is to prepare/review documentation in accordance with Bank policies and procedures. Independently perform research and discuss loans with line partners with confidence and knowledge. Independently works with a range in complexity of documentation. Interfaces with company vendors, legal counsel and line partners to ensure world-class documentation accuracy Maintain primary responsibility for accuracy of documentation, timely delivery of documents and elimination of controllable re-works. In all measurable categories maintains an acceptable level of accuracy and performance. Requirements: Prior consumer and/or commercial loan documentation knowledge; Excellent written and verbal communication skills; Strong organizational and multi-tasking skills; Ability to work in a team environment; Detail oriented; PC literate - Word, Excel, Outlook; Work well under time constraints. Hours: 9 AM - 6 PM
Bank Of America St. Louis, MO, USA Full-Time
Nov 15, 2018
Job Description: Resolves research and adjustment inquiries within the bank's practices and procedures. Responsibilities include: investigating daily incoming inquiries and process exceptions; resolves differences; answers requests and inquiries received from various channels; determines accounting entries and makes appropriate disposition; completes quality reviews on peer's work. Maintains internal operational and financial controls and ensures that they are observed for all assigned cases. Ensures that all cases are resolved in compliance with industry regulations and bank procedures, integrity levels of the department's case management system and financial controls. May provide support to and training to other researchers within the department. Has thorough knowledge of the Research & Adjustments function and handles more complex cases which require analytical and problem resolution skills. Additional responsibilities may include UAT post install system regression testing. Generate and update form templates using SQL and working with internal partners to perform control testing. Required Skills: Customer centric approach to problem resolution Strong communication skills Strong time management skills Adapts wells to change Attention to detail Ability to work independently Ability and willingness to own complex customer situations Demonstrated ability to follow through on commitments ​​ Desired skills: Understanding of Credit Card and Deposit products is desired Understanding of Estate Servicing operations and service level objectives is plus Knowledge of Systems: Synergy, UCRS, TSYS, CANet, Commit, Interact, BOSS, Avaya CMS and IEX Workforce preferred
Bank Of America Phoenix, AZ, USA Full-Time
Nov 15, 2018
Job Description: Business Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America. Description The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered CA (Series 7, 63, 65, & 66). Fully paid or partially paid by the FA. Qualifications Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required. Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations. Knowledge of investment and banking products, policies & procedures is required. Strong client service & technical skills (MS Word & Excel). Strong communication, time management and organizational skills are required. Please be advised that Merrill Lynch does not offer sponsorship for visa petitions or other work authorization, nor will the company provide relocation assistance, for this position NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).
Bank Of America Scottsdale, AZ, USA Part-Time
Nov 15, 2018
Job Description: Business Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America. Description The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered CA (Series 7, 63, 65, & 66). Fully paid or partially paid by the FA. Qualifications Undergraduate degree preferred, Minimum of 1+ years professional or relevant internship experience required. Series 7 & 63/65 or 66 registration preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations. Knowledge of investment and banking products, policies & procedures is required. Strong client service & technical skills (MS Word & Excel). Strong communication, time management and organizational skills are required. Please be advised that Merrill Lynch does not offer sponsorship for visa petitions or other work authorization, nor will the company provide relocation assistance, for this position NOTE: In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered).
Bank Of America Scottsdale, AZ, USA Part-Time
Nov 15, 2018
Job Description: At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill Lynch. We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. Going beyond portfolios and investment strategies, you'll consider a client's entire, complex financial picture, and then guide them with advice and solutions to help them live their best financial lives. The Advisor Development Program will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. From marketing yourself to managing your own practice, we'll equip you with everything you need as you move through the stages of development. The Financial Center Financial Solutions Advisor role is a pivotal entry point for experienced advisors looking to grow in a world-class organization. At this stage, you'll fully immerse yourself in the financial lives of our clients, while building strong relationships across Bank of America. As your career grows, you'll be exposed to new and exciting products, platforms and tools to help you serve your clients and deliver exceptional care. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy for Consumer and Small Business to develop as an advisor; the potential for growth is yours! • Build connections to grow your network and business. Leverage our relationships with one out of two U.S. households. Starting at a financial center, you'll interact with banking clients, small business owners and higher net worth clients alike. You'll also tap into a range of experts, from mortgage lenders to investment analysts. • Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence, including reviews of financial goals, and recommend strategies to help clients achieve their financial goals. • Learn about the full suite of financial solutions. Connect clients to all of the solutions we provide, including core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill Lynch to meet their financial needs. As an advisor, you can look forward to • Unlimited potential for professional growth. • A strong referral network from across the business to increase opportunities for client acquisition and provide access to partners who are specialists in their field. • Robust marketing strategies to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. • Leadership opportunities, including leading client and conference seminars and mentoring junior associates. You're a person who (required skills) • Currently holds Series 7 & 66 (63 & 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. You'll be better prepared if you have (desired skills) • Strong computer skills and the ability to multitask in a demanding environment. • A bachelor's degree, preferably in business-related field. • 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. We're a culture that • 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. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. • 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.
Bank Of America Grosse Pointe Woods, MI 48236, USA Full-Time
Nov 15, 2018
Job Description: The Financial Advisor Trainee engages in: •Developing a book of business in order to meet and exceed the required performance hurdles •Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs •Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences •Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan •Planning and managing resources (time, people, budget) to run a productive practice •Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client •Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies •Completing mandated training, assessments, performance goals and continuing education requirements The Financial Advisor Trainee receives: •The strength and name recognition of Merrill Lynch and Bank of America. •A base salary through the full three plus years in the PMD program. This roll will become a fully commissioned position after completion of the PMD program. •World class training throughout their career with Merrill Lynch •State of the art software programs to assist in your success •Access to a full array of investment and banking products for your clients •Coaches or mentors located within your office to work with you towards your success Ideal candidates: The PMD program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals. Financial acumen gained through work experience is ideal. Essential Duties and Responsibilities: •Performance Hurdles: A Financial Advisor Trainee must acquire clients through personalized marketing techniques to meet minimum performance hurdles. •Registration and Licensing Requirement: A Financial Advisor Trainee is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance). •Education Requirement: A Financial Advisor Trainee is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course. •Development Assessment: A Financial Advisor Trainee must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the Financial Advisor Trainee studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill Lynch strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge. •Performance Requirements: A Financial Advisor Trainee is expected to meet the performance and development requirements of the PMD Program and transition to a full Financial Advisor at the conclusion of the PMD Program. Required skills - Proven ability to engage with and influence others - Exceptional interpersonal and relationship building skills - Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility - Proven ability to assess needs of clients and recommend appropriate solutions/interventions - Proven ability to work collaboratively on a team and with key partners - Proven ability to listen and probe for clarity and understanding - Goal and results oriented - Ability to source clients through prospecting and networking - Ability to work in an environment where the majority of your compensation is tied to your performance - Strong follow-through skills - Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired skills: - At minimum a Bachelor's Degree - Demonstrated track record of success - Proficiency in using Sales Force / Client Relationship Manager Tool - Strong understanding of the Financial Advisor role
Bank Of America Peoria, AZ, USA Full-Time
Nov 15, 2018
Job Description: The Premium Elite Relationship Manager demonstrates knowledge of investments and financial markets and assists clients with their most complex trading, servicing and relationship needs. Responsible for prioritizing and managing an assigned book of clients to enhance client satisfaction, retention and deepening. Own management of client cases, research and communicate resolution to issues. Demonstrate expert knowledge of internal and regulatory policies, procedures and processes. Execute a disciplined approach to achieving business growth goals while focusing on the client experience. Licensing requirements are as follows: Series 7 and 66 or their equivalent. Responsibilities include but are not limited to: Manage a book of high net worth, active self-directed clients and serve as primary point of contact for all of clients' trading and servicing needs Deliver on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration Prioritize and manage book of clients, constantly searching for opportunities to enhance client delight and advance our standing as the client's sole financial institution Take a client-focused approach by being a reliable expert on the client's most complex trading, servicing and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share Anticipate client dissatisfaction or relationship-risk and immediately work with manager and partners to resolve issues Work closely with all Enterprise partners, such as Merrill Lynch Financial Advisors to complement and support their client management approaches Execute a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience Requires in-depth knowledge of trading mechanics, fixed income, options, margin and margin regulations Deliver efficient and responsive resolution for various client situations, owning the management of the case, researching the issue and communicating the solution to the client when appropriate Exhibit critical thinking / problem solving skills to immediately address escalated client issues notice to deliver a best in class customer experience Develop an expert knowledge of internal policies, procedures and processes to ensure the most flawless and seamless execution of the most complex trading strategies Ability to work seamlessly across all Enterprise business lines including GWIM, US Trust, Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes Strong risk-management aptitude This position may be 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. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Enterprise Role Overview The Premium Elite Relationship Manager demonstrates knowledge of investments and financial markets and assists clients with their most complex trading, servicing and relationship needs. Responsible for prioritizing and managing an assigned book of clients to enhance client satisfaction, retention and deepening. Own management of client cases, research and communicate resolution to issues. Demonstrate expert knowledge of internal and regulatory policies, procedures and processes. Execute a disciplined approach to achieving business growth goals while focusing on the client experience. Licensing requirements are as follows: Series 7 and 66. Qualifications Required Skills: Series 7 and 66 licensing REQUIRED If Series 66 not currently held, Series 66 must be obtained within 90 days Experience with advanced trading strategies, options, fixed income, and margin required Ability to use sound judgment when making decisions, identifying solutions, and resolving elevated issues. Manage risk and the overall client experience Strong analytical and problem solving skills Strong organizational skills & time management skills Strong interpersonal skills and the ability to work in a team environment Ability to handle multiple tasks in a dynamic environment Ability to work effectively under pressure and time constraints; adjusts rapidly to changing demands and priorities Ability to work in team environment in order to meet targets and deadlines Foster relationships with leadership peers and collaborate to improve processes that impact both the client experience Ensures complete and efficient business/client interactions; confident and engaging presence Must be flexible to work hours of operation Desired Skills: Wealth management and private client experience a plus Knowledge of the Enterprise platforms a plus (US Trust, BAC, Advisory)
Bank Of America Chandler, AZ, USA Full-Time
Nov 15, 2018
Job Description: The successful candidate will play a critical role in supporting the Wholesale Credit Strategy organization by facilitating the deployment and adoption of CreditCenter. Candidate will support the deployment of CrediCenter through the creation and execution of multiple tactical plans and reports all designed to assist in user adoption, loan on-boarding, issue resolution and communication to multiple stakeholders. Key responsibilities Perform detailed analysis to inform deployment planning how to maximize user and loan volume C andidate will obtain and organize user feedback, issues and incidents and relay the feedback to the centralized control room Gather VOA, identify themes, and form recommendations to the platform and process team in addition to technology to address barriers to adoption Perform detailed analysis and report on the success and/or barriers of the deployment, adoption, proficiency plan to leadership Perform intake of issues and track/route appropriately (partnering with technology, etc.) Develop and track key metrics / KPIs Execution of time studies and data analytics to determine the most effective way to convert data to CreditCenter from legacy applications Candidate will be a champion for change, leading with a positive attitude and creating followership within the end user community. Qualifications and experiences 2+ years experience in either credit underwriting, credit operations, technology or project management. Participant must be detail orientated and demonstrate a high regard for operational excellence Candidate must be highly organized with excellent analytical and reporting skills with the ability to create and execute project plans Experience in credit underwriting, monitoring and collateral analysis and familiar with credit policy and procedures. Strong interest in FinTech and ideally tangible experience in the software delivery lifecycle Ability to create and maintain partnerships with multiple stakeholders Proficient in Word, PowerPoint and excel analytics Skills and competencies Ability to work independently and self-manage Strong communication skills, including the ability to partner and build consensus with remote stakeholders A proven record of developing creative solutions to complex problems, challenging the status quo, and advocating for change Demonstrated ability to manage and track issues to resolution Ability to collaborate with stakeholders with divergent views to develop common solutions Ability to lead and execute with a positive, energetic attitude and in turn creating followership.
Bank Of America Phoenix, AZ, USA Full-Time
Nov 15, 2018
Job Description: Responsible for programs/projects specific to corporate change initiatives that have significant impact on how the company does business, provides a product or service, or executes a function. Project responsibility requires responsibility for staff and budget. Serves as primary contact to senior department managers for critical change initiatives. Communicates, influences and negotiates both vertically and horizontally to obtain or leverage necessary resources. Accountable for analyzing present-state, developing alternative future-state approaches and facilitating implementation. Creates a clear, coherent approach to guide effective program/initiative setup, execution, and control. Ensures clearly defined responsibilities and accountabilities for key program/project roles. Integrates knowledge of end-to-end business process into program planning and decisioning processes. Develop, maintain, and report on an overall integrated delivery plan. Management experience with small to mid-size teams. Excellent project management skills, including the ability to prioritize work and meet deadlines. Strong business centric mindset with ability to utilize sound business judgment and tailor approach to drive optimal business outcomes. Typically 4+ plus years of program management experience.
Bank Of America Phoenix, AZ, USA Full-Time
Nov 15, 2018
Job Description: Primary responsibility is to prepare/review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on routine to highly complex documentation as assigned by Market Leader or designee. Interfaces with company vendor's legal counsel line partners and clients to ensure world-class documentation accuracy. Completes primary financial booking, initial loan class documentation accuracy and initial loan funding. Maintains primary responsibility for accuracy of documentation and SOR financial data timely delivery of documents, necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable re-work. Required skills and experience: Must have these skills and experience to be minimally qualified. Good Working Knowledge of consumer or commercial credit and lending issues Excellent oral and written communication skills Strong organizational skills Proficient with PC applications including Microsoft office (Excel and Word) Desired: Preferred three or more years of previous real estate loan administration experience or real estate paralegal experience
Bank Of America Chandler, AZ, USA Full-Time
Nov 15, 2018
Job Description: Financial Center Client Service Representative I s FC CSR I are responsible for providing a positive customer experience that leads to improved satisfaction and sales. FC CSR I s process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customers' needs and encouraging customers to expand their relationship with Bank of America. This position was previously known as the Teller position within the Financial Center. Duties may include, but are not limited to the following; a) Create a connection and develop rapport with customers to provide outstanding, personalized service, b) Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them, c) Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs, d) Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them, e) Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers, f) Accurately and efficiently process transactions such as customer deposits and cashing checks, g) Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate, h) Inform and educate customers on how to conduct simple transactions through self-service technologies, i) Follow established policies, procedures and guidelines to protect both our customers and Bank of America, j) May be required to work Saturdays and/or extended hours. Required Skills: Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment A minimum of six months experience with cross-selling, up-selling and/or referring products Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances Ability to sell customers on meeting with a sales associate to learn about products/services Ability to respond and assist customers with inquiries and/or problem resolution Ability to work effectively as a team member Strong communication skills (including verbal and non-verbal) and active listening skills Careful attention to detail and time management Proficiency in basic computer skills Pass pre-employment assessment Desired skills: Minimum of six months cash handling experience
Bank Of America Village of Clarkston, MI 48346, USA Full-Time
Nov 15, 2018
Job Description: Financial Center Client Service Representative I s FC CSR I are responsible for providing a positive customer experience that leads to improved satisfaction and sales. FC CSR I s process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customers' needs and encouraging customers to expand their relationship with Bank of America. This position was previously known as the Teller position within the Financial Center. Duties may include, but are not limited to the following; a) Create a connection and develop rapport with customers to provide outstanding, personalized service, b) Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them, c) Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs, d) Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them, e) Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers, f) Accurately and efficiently process transactions such as customer deposits and cashing checks, g) Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate, h) Inform and educate customers on how to conduct simple transactions through self-service technologies, i) Follow established policies, procedures and guidelines to protect both our customers and Bank of America, j) May be required to work Saturdays and/or extended hours. Required Skills: Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment A minimum of six months experience with cross-selling, up-selling and/or referring products Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances Ability to sell customers on meeting with a sales associate to learn about products/services Ability to respond and assist customers with inquiries and/or problem resolution Ability to work effectively as a team member Strong communication skills (including verbal and non-verbal) and active listening skills Careful attention to detail and time management Proficiency in basic computer skills Pass pre-employment assessment Desired skills: Minimum of six months cash handling experience
Bank Of America St Peters, MO, USA Part-Time
Nov 15, 2018
Job Description: Financial Center Client Service Representative I s FC CSR I are responsible for providing a positive customer experience that leads to improved satisfaction and sales. FC CSR I s process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customers' needs and encouraging customers to expand their relationship with Bank of America. This position was previously known as the Teller position within the Financial Center. Duties may include, but are not limited to the following; a) Create a connection and develop rapport with customers to provide outstanding, personalized service, b) Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them, c) Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs, d) Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them, e) Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers, f) Accurately and efficiently process transactions such as customer deposits and cashing checks, g) Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate, h) Inform and educate customers on how to conduct simple transactions through self-service technologies, i) Follow established policies, procedures and guidelines to protect both our customers and Bank of America, j) May be required to work Saturdays and/or extended hours. Required Skills: Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment A minimum of six months experience with cross-selling, up-selling and/or referring products Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances Ability to sell customers on meeting with a sales associate to learn about products/services Ability to respond and assist customers with inquiries and/or problem resolution Ability to work effectively as a team member Strong communication skills (including verbal and non-verbal) and active listening skills Careful attention to detail and time management Proficiency in basic computer skills Pass pre-employment assessment Desired skills: Minimum of six months cash handling experience
Bank Of America Sterling Heights, MI, USA Part-Time
Nov 15, 2018
Job Description: Financial Center Client Service Representative I s FC CSR I are responsible for providing a positive customer experience that leads to improved satisfaction and sales. FC CSR I s process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customers' needs and encouraging customers to expand their relationship with Bank of America. This position was previously known as the Teller position within the Financial Center. Duties may include, but are not limited to the following; a) Create a connection and develop rapport with customers to provide outstanding, personalized service, b) Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them, c) Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs, d) Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them, e) Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers, f) Accurately and efficiently process transactions such as customer deposits and cashing checks, g) Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate, h) Inform and educate customers on how to conduct simple transactions through self-service technologies, i) Follow established policies, procedures and guidelines to protect both our customers and Bank of America, j) May be required to work Saturdays and/or extended hours. Required Skills: Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment A minimum of six months experience with cross-selling, up-selling and/or referring products Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances Ability to sell customers on meeting with a sales associate to learn about products/services Ability to respond and assist customers with inquiries and/or problem resolution Ability to work effectively as a team member Strong communication skills (including verbal and non-verbal) and active listening skills Careful attention to detail and time management Proficiency in basic computer skills Pass pre-employment assessment Desired skills: Minimum of six months cash handling experience
Bank Of America Washington, DC, USA Part-Time
Nov 15, 2018
Job Description: Job Description This position will provide Business Analyst and Scrum Master support to several key systems and enterprise wide initiatives within Consumer Claims (EFMC) Technology. Applying technical knowledge in determining end to end design requirements for large scale initiatives involving line of business, Technology team and vendors. Works closely with business partners / Product Owners and Technology team members to define strategies for technical solutions, determine requirements, and develop functional designs based on the analysis of line of business needs and objectives to ensure requirements and functional designs are translated accurately into technical designs to serve customer needs. Drives and participates in design, development and successful implementation. Extensive technology related project experience within the Banking/Financial industry is essential for this role. Responsibilities include: Translate business needs into technical requirements, ensuring systems support while conforming to business needs and specifications; while identifying and mitigating risk. Acting as liaison between line of business, technology teams and vendors contacts. Perform adhoc data analysis using SQL & Excel pivot tables to troubleshoot and support defects for the projects involved Document requirements in detail with clear acceptance criteria and perform "walk-through" of proposed solution to technology and line of business partners Ability to support multiple initiatives and cross-functional technology teams, at the same time and at any given time Must be a self-starter and have the ability to work with little to no supervision and little documentation of existing systems. Setting up/leading project meetings, capturing meeting minutes and action items along with providing project updates. Track progress of milestones and actions against dates Scrum Master with Agile project management - Effective Product Backlog management and understanding long-term product planning. Understanding and practicing agility Facilitating Scrum events as requested or needed. Required Skills Strong analytical and problem solving skills to effectively communicate with technical and non-technical audiences Excellent interpersonal skills; positive attitude; team player, flexible Strong written and verbal communication skills, able to lead meetings, follow-up, negotiate and resolve ambiguity Excellent time management skills; ability to manage against short deadlines. Basics in financial markets & banking operations. Keen attention to detail and strong sense of ownership and accountability for work Committed to constant teaching and learning, both functionally and technically Motivated to work closely with other team members of varying levels of seniority and experience within a cross functional team Must have strong Microsoft Office skills (Visio, Excel, and PowerPoint) Ability to work with diverse team members working across geographical areas in virtual environment Experience working in a Business Analyst role operating in a large matrixed organization Strong working experience with Agile Methodologies (Scrum or Kanban) and Tools Strong "source-to-target" data mapping skills, with ability to document data exchange interfaces Proficient in SQL skills to analyze the data issues to reconcile data between systems and components Desired Skills 3-5 year's experience in technology business analysis 3-4 year's experience in software development (either in Development or Testing or Project Management) Is a plus 3-5 Consumer Bank industry knowledge/experience preferred. 2-3 years of experience with Bank Operations and Systems 1-2 Experience with SQL and relational databases is a plus Enterprise Job Description: Applies technical knowledge in determining end to end design requirements for large projects involving line of business, software/hardware developers and vendors. Work closely with business partners to define strategies for technical solutions, determine requirements, and develop functional designs based on the analysis of line of business needs, objectives and existing systems infrastructure. Drives and participates in design, development and implementation of large and complex enterprise wide applications, often using new technologies. Work closely with developers and testers to ensure requirements and functional designs are translated accurately into working technical designs and that test plans and scripts serve customer needs. May manage projects including responsibility for a project and project budget. Works under minimal supervision on enterprise wide projects requiring creative solutions. IT degree preferred or substantially equivalent experience. Typically requires a minimum of 5-7 years of applicable experience.
Bank Of America Agoura Hills, CA, USA Full-Time
Nov 15, 2018
Job Description: Line of Business Job Description: Key member of the Digital Lending Sales and Service team responsible for managing the successful execution of projects that deliver new digital functionality for clients servicing mortgages, home equity lines of credit, and auto loans in online and mobile banking. Develops servicing strategies for lending products that increase client satisfaction and decrease cost to serve. Partners closely with Design, Technology, Product, Servicing, Marketing, and Legal, Risk, Compliance partners to deliver results. Candidate must have a strong project management background and experience working in an Agile delivery environment, and ability to juggle multiple priorities at once. Requirements: 7+ years of product/portfolio management experience in the digital or technology space 7+years demonstrated history of managing and executing a large portfolio of technology projects Working experience in Lean Agile and Waterfall methodology, Design Sprints, and Fail-Fast Leadership experience in diving e2e deadline drive projects Demonstrated ability to tell powerful stories to a senior leadership audience through advanced Power Point skills Strong organizational, influence and communication skills Detail oriented and strong ability to quickly identify and resolve issues Demonstrated relationship management experience and project ownership in a large organization with many stakeholders Tangible quantitative and qualitative analytical skills Desired skills: Experience in building / managing account servicing functionality in the digital space a plus Home Loans and Lending experience a plus Project management certifications Enterprise Job Description: Directs and initiates eCommerce/ ATM marketing programs, initiatives, channel strategies and research projects. Works closely with business partners in creating new eCommerce/ ATM strategies for physical and electronic channels and implementing new marketing approaches. Act as the architect for one or more eCommerce product development projects, leveraging technical acumen to help design and/ or implement systems and user acceptance tests. Works on the most complex projects or with the most visible/ important online products. Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.
Bank Of America San Francisco, CA, USA Full-Time