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.
 

Sep 20, 2018
Job Description: Individual contributor role that demonstrates leadership qualities. Processes transactions in one or more of the company's internal operations to support domestic and international consumer, commercial and wholesale bank businesses or services functions. Responsibilities may include: basic level reporting, customer service support, reviewing and processing transactions for item processing, sorting using electronic or mechanical equipment, reconciling, statement rendering, MICR/image, float, lock box, remittance, ATM deposit, and performing other support operations functions as required. Maintains internal operational and financial controls and ensures they meet bank standards. Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients. Performs all the functions required at the Sr. Ops Rep level and typically acts as a workflow coordinator and/or a subject matter expert. Able to prioritize and distribute daily work to meet deadlines and goals. Demonstrates a good working knowledge of the processes and procedures and the ability to identify and implement process improvement opportunities. May provide guidance and direction to less experienced team members. Processing of legal subpoena documents. Responsible for fulfilling account document requests after reading and interpreting subpoena demands. Negotiating deliverables and due dates required. This includes Federal, State, Civil, Criminal Subpoenas. Ownership for caseload and managing due dates for that caseload. Searching for customer accounts on bank computer systems. Maintain Productivity and Quality standards to ensure maximum accuracy and efficiency of operations. Communication with banking centers, internal/external attorneys, Federal Agents. Required Skills Excellent written/verbal communication skills with strong PC and analytical ability. Must be detail oriented, an independent thinker, and able to handle multiple tasks concurrently. Previous retail banking, operational or analytical experience. Very strong organizational skills. Must be a team player and able to build strong working relationships with business partners. Must also be able to work independently. Knowledge of internal bank and bank policies and procedure a must. Ability to negotiate and schedule appearances and extensions. Dead line driven and able to work under pressure Able to foster and grow business relationships with different LOBs Must be able to lift up to 40lbs Ability to work in a fast paced, high stress environment Desired Skills Ability to communicate well with associates, law enforcement officials and internal/external attorneys. Proficient in MS Office, Word, Excel, and Outlook Express. Experience with legal documents is helpful. Previous retail banking, operational or analytical experience.
Bank Of America Newark, DE, USA Full-Time
Sep 20, 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 resources they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for relationship managers (RMs) - those with a passion for helping people and the drive to build relationships to make clients' financial lives better. That means understanding clients' financial needs, offering appropriate solutions and connecting clients with specialists. As part of the Bank of America team, RMs have access to industry leading products and services and a team of dedicated product specialists - all designed to meet the unique life priorities of our clients. RMs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. Relationship managers work in financial centers and partner closely with the financial center manager to ensure all responsibilities are completed with high quality and that we deliver exceptional client care. We'll help you • Get training and one-on-one career coaching from managers who are invested in your success. You'll take part in additional training and development through our Academy for Consumer and Small Business to develop in your role. • Grow your business knowledge and network by using a defined consultative questioning approach with clients to systematically identify client needs and appropriate solutions, as well as partnering with experts. • Confidently build relationships with clients. Gain in-depth knowledge of clients' financial life priorities and connect them to our solutions that meet their financial goals. • Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists. • Continuously learn by using resources and technologies to optimize the client experience. As a relationship manager, you can look forward to • Managing a portfolio of clients by providing exceptional client care with industry leading products, services and education. • Unlimited potential for financial growth. • Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. • A world-class suite of employee benefits. You're a person who (required skills) • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Is comfortable in your ability to identify solutions for new and existing clients based on their needs. • Is comfortable in your ability to actively contact clients by phone. • Communicates effectively and confidently, and is comfortable engaging all clients • Has the ability to learn and adapt to new information and technology platforms. • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages your time and capacity. • Can be flexible to work weekends and/or extended hours as needed. • Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (eight months for employees with a work location of CA, NY or PA). You'll be better prepared if you have (desired skills) • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. • Experience in financial services and knowledge of financial services industry, products and solutions. • Sales experience in a salary plus incentive environment. • Experience working in an environment with individual and team goals where goals were routinely met or exceeded. 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 Clinton Township, MI, USA Full-Time
Sep 20, 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 under current company policy, Merrill Lynch does not sponsor a visa petition 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 Wilmington, DE, USA Full-Time
Sep 20, 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 Bloomfield Hills, MI 48304, USA Part-Time
Sep 20, 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 Hartford, CT, USA Full-Time
Sep 20, 2018
Job Description: Few things impact people's lives as much as their finances. 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 build a business that makes their 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 you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we'll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you'll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients. We'll help you • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Consumer Academy to develop as an advisor. • Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. • Build connections. Work in the center of the financial universe, tapping 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 investment goals, and recommend wealth management strategies to help clients achieve their goals. • Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs. • Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days-a requirement for the role. As an advisor, you can look forward to • Unlimited potential for financial growth • A strong referral base from across the business that will give you a leg-up on client acquisition • Robust marketing support to reach wider audiences with greater appeal • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes • Leadership opportunities, from leading client and conference seminars to mentoring junior associates You're the kind of person who • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with customers from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients. You'll be even more prepared if you have • Strong computer skills with an ability to multitask in a demanding environment • A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded We're a culture that • Has a place for everyone committed to the work. We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • 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 has a proven dedication to supporting the communities we serve. 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.
Bank Of America East Haven, CT, USA Full-Time
Sep 20, 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 Greenwich, CT, USA Full-Time
Sep 20, 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 resources they need to be successful. Make a difference where it counts by joining our Financial Center team at Bank of America. We're looking for relationship managers (RMs) - those with a passion for helping people and the drive to build relationships to make clients' financial lives better. That means understanding clients' financial needs, offering appropriate solutions and connecting clients with specialists. As part of the Bank of America team, RMs have access to industry leading products and services and a team of dedicated product specialists - all designed to meet the unique life priorities of our clients. RMs benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities. Relationship managers work in financial centers and partner closely with the financial center manager to ensure all responsibilities are completed with high quality and that we deliver exceptional client care. We'll help you • Get training and one-on-one career coaching from managers who are invested in your success. You'll take part in additional training and development through our Academy for Consumer and Small Business to develop in your role. • Grow your business knowledge and network by using a defined consultative questioning approach with clients to systematically identify client needs and appropriate solutions, as well as partnering with experts. • Confidently build relationships with clients. Gain in-depth knowledge of clients' financial life priorities and connect them to our solutions that meet their financial goals. • Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists. • Continuously learn by using resources and technologies to optimize the client experience. As a relationship manager, you can look forward to • Managing a portfolio of clients by providing exceptional client care with industry leading products, services and education. • Unlimited potential for financial growth. • Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. • A world-class suite of employee benefits. You're a person who (required skills) • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. • Is comfortable in your ability to identify solutions for new and existing clients based on their needs. • Is comfortable in your ability to actively contact clients by phone. • Communicates effectively and confidently, and is comfortable engaging all clients • Has the ability to learn and adapt to new information and technology platforms. • Applies strong critical thinking and problem-solving skills to meet clients' needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages your time and capacity. • Can be flexible to work weekends and/or extended hours as needed. • Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (eight months for employees with a work location of CA, NY or PA). You'll be better prepared if you have (desired skills) • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. • Experience in financial services and knowledge of financial services industry, products and solutions. • Sales experience in a salary plus incentive environment. • Experience working in an environment with individual and team goals where goals were routinely met or exceeded. 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 West Hartford, CT, USA Full-Time
Sep 20, 2018
Job Description: This position is responsible for developing and managing resource plans for Collections and Recovery. Key responsibilities of this role include but are not limited to: FTE forecasting, driver management, work allocation, shrinkage forecasting, data mining and analysis, and reporting. The Analyst must be able to work independently to develop resource plans, socialize with key partners in HR, Finance, Staffing, Executive Leadership, and the Frontline Units and execute on those plans. This position requires frequent interaction with senior managers in Collections and Recovery and business support partners. This role resides within the Resource and Business Planning Team. Required Skills: - Strong analytical and problem solving skills as demonstrated by 2-5 years of experience - Experience in forecasting as demonstrated by a minimum of 2 years experience - Experience working within the bank's data infrastructure (ie. BACARDI, The W, SQL Server, etc) - Skilled with MS Office (Excel, Access, Word and PowerPoint) - Excellent written and oral communication skills, including presentation skills Desired Skills: - Workforce Management experience - Programming and analytics experience with SAS/SQL - Experience in statistics and modeling - Previous Collection Services experience - Experience with business case development/financial statements
Bank Of America Phoenix, AZ, USA Full-Time
Sep 20, 2018
Job Description: 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 MicroStrategy experience preferred; 2-5 years experience preferred. Job Responsibilities: Develop new inventory reporting specs and testing Partner with reporting teams to build process step inventory reporting Productivity reporting Variance analysis and reporting Ad-hoc reporting and analysis Improve and validate data sources and reporting accuracy Required Skills: Advanced Excel and data analysis skills e.g. pivots, charts, models, tables, metrics Reporting and analytics output design SQL and other reporting tools Desired Skills: SAS is a plus
Bank Of America Phoenix, AZ, USA Full-Time
Sep 20, 2018
Job Description: 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 MicroStrategy experience preferred; 2-5 years experience preferred. Job Responsibilities: Daily Fraud Inventory monitoring and Surveillance, including letters Escalate SLA issues with recommendations Partner with Capacity management team to recommend daily, weekly capacity adjustments Provide process improvement recommendations LOB liaison and process SME Required Skills: Experience managing or supporting operations or processes Strong analytical skills Strong process analysis skills Root Cause analysis Strong communication and facilitation skills Ability to work collaboratively
Bank Of America Phoenix, AZ, USA Full-Time
Sep 20, 2018
Job Description: 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. Job Responsibilities: Daily Billing Dispute Inventory monitoring and Surveillance, including letters Enterprise Fraud Intelligence (EFIT) inventory surveillance Escalate SLA issues with recommendations Partner with Capacity management team to recommend daily, weekly capacity adjustments Provide process improvement recommendations LOB liaison and process SME Required Skills: Experience managing or supporting operations or processes Strong analytical skills Strong process analysis skills Root Cause analysis Strong communication and facilitation skills Ability to work collaboratively
Bank Of America Phoenix, AZ, USA Full-Time
Sep 20, 2018
Job Description: 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. Job Responsibilities: Proactive analysis to reduce losses and expenses Inventory modeling Inventory trend analysis Productivity analysis Scorecard support and analysis SLA analysis/ Clock measurement SLA failure root cause analysis Benchmarking and Time/Motion studies Support Activity costing Required Skills: Advanced Excel and data analysis skills e.g. pivots, charts, models, tables, metrics Reporting and analytics output design SQL and other reporting tools Desired Skills: SAS is a plus
Bank Of America Phoenix, AZ, USA Full-Time
Sep 20, 2018
Job Description: 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 MicroStrategy experience preferred; 2-5 years experience preferred. Job Responsibilities: Lead Control tower production routines Design and prepare decks and artifacts BRM slides General support Required Skills: Strong communication and facilitation skills Strong project management skills Advanced PowerPoint Experience as PMO, routines and governance helpful
Bank Of America Phoenix, AZ, USA Full-Time
Sep 20, 2018
Job Description: Organizational Overview : As part of GT&O Chief Technology Office, the Identity and Access Management (IAM) Enterprise Process Oversight (EPO) team directly impacts the firm's ability to achieve and sustain operating and regulatory excellence. The goal of the IAM EPO is to ensure that the right people have the right access to the right applications at the right time- for the right reasons. They are part of the first line of defense and oversee the execution of significant processes across the enterprise by partnering with Legal, Compliance and the Front Line Units (FLUs)/Operations. EPOs perform standard functions to identify and mitigate risks, achieve operating targets and consistently comply with applicable laws, rules and regulations. Role Overview : Senior leader supporting the Identity and Access Management ( IAM) GT&O Control Functions E ngagement Executive to bring the full set of EPO capabilities to the business. The IAM EPO engagement manager will work closely with GT&O Control Functions leaders to provide oversight and enablement for the IAM program and coordinate process to drive compliance with policies and standards. Key Responsibilities : • Process: Maintains strong relationships with process owners to understand and oversee end-to-end processes; Holds process owners accountable for risk identification, control environment, QA, etc. • Business controls and process compliance: Reviews controls monitoring and independent testing results with CBWO Management leaders to identify potential gaps or trends; Recommends remediation actions if necessary • Governance: Works with business leaders to ensure ongoing execution of appropriate governance and management structures • Issues management oversight: Works with GT&O Control Functions leaders and control partners to identify and raise potential issues; Provides thematic analysis of issues for business to identify emerging trends, partners with FLU leaders to review results and create action plans; Oversees issue remediation efforts, and provide active guidance on process Required Qualifications • 3-5 years support experience in EPO, Technology or similar environment • Ability to navigate the complexities of gaining buy-in, building consensus and resolving conflict • Strong risk mindset with process & controls background • Ability to integrate and analyze data from multiple sources, draw conclusions and present executive-level reporting • Ability to balance and optimize intersecting priorities • Identify & move quickly to address business risks and challenges • Ability to refine and operationalize key responsibilities Preferred Qualifications • Experience and knowledge in the Retailed Preferred Small Business/Wealth Management business • Access management expertise as it relates to policy and applicable laws, rules and regulations • Experience working in high visibility, high pressure environment
Bank Of America Chandler, AZ, USA Full-Time
Sep 20, 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 Global Information Security - Cyber Defense team is a true global operations shop with leading edge tools, processes, and people. The candidate must have deep knowledge of security controls, features and operations for top Cloud providers such as Azure, Amazon Web Service (AWS) and/or Google Cloud and have relevant experience to be able to build operational information protection control environment in Azure, AWS and Google Cloud. The candidate should be intellectually curious about technology and have a strong desire to find and mitigate risks. Bank of America Global Information Security encourages career mobility and this role will provide the opportunity to be part of a team where development and advancement is actively supported. Required Skills: • 3-5 years of experience in Cloud Infrastructure Operations and/or related technology field • Deep knowledge and experience with distributed systems, virtualization and cloud services such as Microsoft Azure, AWS or Google Cloud • Experience with container platforms and orchestration tools, such as OpenShift, Kubernetes, Mesos, or Swarm. • Strong knowledge in DevOps technologies, Cloud Architectures, web protocols, multiple operating systems, hypervisors and distributed systems architecture. • A broad knowledge of information security principles (e.g. access control) and security capabilities. • Experience identifying threats, vulnerabilities, and exploitations • Ability to articulate technical limitations and requirements to business and technology partners • Self-motivated individual with ability to leverage technical skills and correlate data to streamline analysis quickly and effectively • Ability to navigate and collaborate effectively within a geographically complex and dispersed global corporation • Ability to evaluate and recommend new and emerging security products and technologies. • Experience with configuration management, orchestration and automation tools, such as Ansible, Puppet, Chef, Salt, Terraform, CloudFormation. DESIRED SKILLS: • Expansive knowledge of information security technologies, techniques, and processes • Bachelor's or Master's degree in Information Technology or related field • Ability to build custom regular expressions to detect specific content • Experience with endpoint, network, and email technology and data loss protection strategies • Certifications are a plus - Security+, CEH, CISSP, CCSP • Capacity to work hands-on with a range of technology • Ability to assess risk, identify vulnerabilities and an eagerness to suggest new processes, policies and overall improvements to current internal security controls • Identify, analyze, and interpret trends or patterns in complex data sets • Strong analytical and creative problem solving skills • Experience in developing automated tools or software in C++, Java, C#, Python, Hadoop and/or Ruby. • Ability to work with Technical and Non-Technical business owners • Exposure to auditing tools, intrusion detection/protection devices, security benchmarks, Incident Response Handling, and NIST publications.
Bank Of America Denver, CO, USA Full-Time
Sep 20, 2018
Job Description: The Consumer & GWIM Expense Analytics team is part of the Consumer & GWIM Forecasting and Management Reporting organization supporting both LOB and Finance. The primary focus of our team is to support the expense management for Consumer channels and products. Our business partners include BFOs, GFC, GIF, and Consumer/GWIM LOB partners. Key priorities for our team include expense analytics, month end close processes, expense and headcount forecasting and reporting, hierarchy maintenance, unit costing & allocations, as well as EST analysis and ad-hoc reporting. The teammate in this role will be responsible for and gain broad exposure to management of expenses and headcount for plan, forecasts and actuals; month end close processes and reporting; consolidation reporting; the establishment of expense accruals; cost allocations; hierarchy maintenance; and assistance with ABC inputs. As part of the responsibilities of the role, the teammate will develop business partner relationships with BFOs supporting Consumer and GWIM, meet regularly with LOB key contacts, and work directly with teammates to roll-up expenses for channels, products and responsibility views. Throughout the tenure of the role, the teammate will gain exposure across Consumer channels and products, and develop or improve the following skills: effective communication, financial acumen, leadership, and effective business partnering. While the role is generally Consumer focused, opportunities to engage with routines supporting GWIM lines of business will exist as well. Enterprise Role Overview : Responsible for more complex finance activities involving implementation of strategic plans, profitability analysis, forecasting and financial reporting for a business unit or associate area. Supports achievement of business goals by working on more complex activities or projects with others within the unit and with partners. Can manage partner relationships. Required Skills Bachelor's degree required, accounting or finance preferred Advanced Excel, modeling, data manipulation Strong communication, organization, presentation, analytical, and leadership skills Analytical Abilities / Financial Acumen - Systematic application of a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions. Understanding of accounting (debits / credits) Builds Partnerships - Builds broad-based business relationships across the organization. Strong business acumen Desired Skills Essbase SAP/eLedger Financial planning, analysis and reporting experience Management accounting experience Financial statement analysis experience
Bank Of America Newark, DE, USA Full-Time
Sep 20, 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. The Administrative Manager (AM) reports to the Merrill Lynch Wealth Management Market Executive (MLWM ME) with dual reporting to the Division Supervision Executive (DSE). The AM is a member of the Market Leadership Team, along with the Client Relationship Manager. The AM supports the Firm's business objectives and contributes to the Market's profitability by influencing FA business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Ultimately, the AM protects the Firm, grows the business and serves the client by proactively managing and mitigating risk. The Administrative Manager functions as a member of the market leadership team, responsible for a wide variety of delegated compliance, administrative and business functions related to the MLWM ME's overall managerial responsibilities for parent and associate offices. He or she functions independently, or with minimal guidance, but must keep the MLWM ME informed on significant matters and must determine when the MLWM ME should be directly involved. The Administrative Manager supports the company's business objectives and contributes to market profitability by influencing Financial Advisor business practices in ways that minimize regulatory, financial and reputational risks. Required Skills: The ideal candidate is a self-motivated, client centric individual who has: Series 7, 66, 9, 10 (or equivalent) Licenses required Series 3, 31 licenses, if warranted Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products Ability to speak in terms of client needs and concerns, and coach financial advisors on aligning solutions to goals in a suitable and controlled way A deep appreciation and understanding of our client centric strategy Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction Strong time management and organization skills with the ability to prioritize appropriately Preferred Candidate is internal; If currently an internal associate, completion of Associate Office Management Team Development program and/or currently a Merrill Lynch Market Administrative Manager required Desired Skills: Bachelor's degree or equivalent work experience Workday/Job Code Description The Administrative Manager is a direct report to the Market Executive (ME), with a matrix reporting line to the Division Supervision Executive (DSE). These managers are client centric leaders in the organization. They are key partners with clients and Financial Advisors in risk management to ensure risk is appropriately managed. The Administrative Manager is an integral member of the Office Management Team (OMT), and is responsible for a variety of supervision, compliance, and risk management functions. Many of these functions are focused on managing risk in client outcomes, partnering with the ME and coaching the Financial Advisor. Their functions are related to the Market Executive's overall responsibilities for the branch offices within the Market and are delegated to the Administrative Manager. In addition to their primary functions, the Administrative Manager will partner with and backup the Client Relationship Manager. The Administrative Manager operates with minimal guidance, monitors adherence to policies, acts as the independent voice on risk, supports the company's business objectives, and contributes to branch office profitability by influencing FA business practices in ways that minimize regulatory, financial and reputational risks. In addition, the Administrative Manager partners with the Specialized Supervision Team on many supervisory functions. Collectively, the branch and specialized supervision teams are responsible for ensuring robust supervision is conducted, and ensuring solutions around client needs and concerns are managed in alignment with client goals.
Bank Of America Denver, CO, USA Full-Time
Sep 20, 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. Job Description This role will team with our Financial Advisors in our Wealth Management business, bringing our solutions and services to life for our clients. They will focus the majority of their time deepening relationships by connecting clients to our checking, savings and credit card solutions, engaging them with our digital banking capabilities and leveraging our referral model to Wealth Management Lending Officers and Credit Specialists. Candidates for this role will provide comprehensive financial solutions to individual wealth management clients with assets of $250,000 or more. This role will act in a consultative role in partnership with our FA teams to educate clients on banking solutions, including serving as an expert in our digital space (mobile, online and ATM) and assisting clients with online and mobile banking enrollment. A secondary role of this position will be to assist the FA teams in navigating complex client situations to ensure our clients are provided the best client experience. As part of our team, you will have access to industry leading financial solutions and a team of dedicated product specialists - all designed to meet the unique life priorities of your clients - things like managing expenses, building wealth, managing debt, buying a home, saving for college or planning for unexpected life events. At Merrill Lynch, you will benefit from personal coaching, a host of career opportunities, robust training programs and ongoing development opportunities. Required Skills: - Proven results exceeding goals in a client-centric, results-driven environment - Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service - Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals - Proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction - Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives - Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements - Applies strong critical thinking and problem-solving skills to meet clients' needs - Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results - Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills - Ability to learn and understand technology to assist clients with digital banking Qualifications: - Experience in the financial services industry and prior knowledge of financial services industry, products and solutions - Knowledge of banking (credit and deposit) products and services, including digital banking capabilities - Prior sales experience in a salary plus incentive environment with individual goals where goals were met or exceeded routinely - Prior experience providing excellent service to clients 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
Sep 20, 2018
Job Description: Job Description Summary Bank of America's Digital Transformation and Strategy team is looking for a strong teammate to direct and initiate digital adoption programs, initiatives, channel strategies and research projects. Expectations include the development of roadmaps consisting of long-term and short-term strategies leveraging financial, behavioral and marketing analytics; planning and execution of initiatives; engaging with digital product owners to understand the scope and utility of online and mobile capabilities. This role will work closely with Consumer banking partners, particularly in the Contact Centers, in creating new digital adoption strategies that drive desired associate and client behaviors. Job Description: Develop and execute overall strategy to increase adoption of Bank of America's digital offerings with a focus on Contact Center engagement; and the implementation of associate and client incentives Partner with cross-functional teams to develop and implement mobile acquisition/retention strategies across all customer segments and improve user experience Ensure alignment between mobile adoption strategy, marketing execution, associate training/communication and product roadmap for feature releases Influence digital & line of business roadmaps to invest in and deliver key initiatives that will drive customer usage of our digital platforms Analyze/review/present performance data weekly to leadership (digital engagement metrics and transaction migration metrics) Requirements: Bachelor's Degree Exceptional Excel and PowerPoint skills, including composing pitch books Ability to tell powerful stories to a senior leadership audience Analytical skills and comfortable dealing with number Strong organizational, communication and presentation Skill Detail oriented and strong ability to quickly identify and resolve issues Preferred Skills: 8+ years of strategy or consulting background Comfortable working in a fast-paced, highly collaborative, customer-driven environment Strong interest and knowledge of emerging technology and customer adoption Consumer and or Contact Center operations experience Travel up to 10% of time 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