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.
 

Jul 16, 2018
Job Description: Are you looking to start a new career? How about with one of the most recognizable names in financial services? If so, look no further. The twelve-time J.D. Power Award-winning Retirement & Benefits Contact Center (RBCC) at Bank of America/Merrill Lynch is hiring. Supporting Merrill Lynch's Retirement Services Operations, the Retirement & Benefits Contact Center is an in-bound call center that provides award-winning service to employees within Fortune 500 companies' retirement plans, including: defined contribution, defined benefit, non-qualified deferred compensation arrangements, stock option plans, self-directed brokerage accounts, Merrill Lynch Advice Access, and individual retirement accounts. Our Contact Center is critical to the implementation and delivery of the retirement service model of the firm. At the RBCC, you will work with plan participants in several companies to assist with achieving their retirement goals. From first time investors just getting started in their 401(k) plan to seasoned financial advisors exercising stock options, you will learn the products and skills needed to assist them all. At the same time, the department will support your development as a financial professional. Your first steps will be working toward the FINRA Series 7 & Series 63 testing and registrations, with the help of a personalized study track, team of trainers, and a dedicated Team Lead and Team Manager working with you to keep on track. From there, the sky is the limit with opportunities to expand your skills and talents either within the RBCC or throughout the firm. Registered Phone Representatives work in a team environment assisting Merrill Lynch clients, both internal (Financial Advisors) and external (participants in corporate sponsored retirement plans) with financial transactions and inquiries. This fast-paced work environment provides an excellent opportunity to build a strong foundation for a career in the financial services industry. Job responsibilities: Accurately processing financial transactions including stock, money market, and mutual fund trades, loans, withdrawals, and option exercises Offering world-class customer service by providing complete and accurate information to clients in a multi-task, high-pressure environment that requires attention to detail Assisting clients with inquiries about their accounts and retirement goals Demonstrating a cooperative and professional work attitude and displaying the ability to work effectively in a team environment Client-facing for over four million participants in Retirement and Benefit Plans Required Skills: FINRA Series 7 & Series 63 registrations (or commitment to attain in allotted timeframe) Bachelor's degree or equivalent customer service and/or financial services experience High service aptitude and client focus Strong communication skills (verbal and written) Innovative, Detail-oriented thinking Strong problem-solving and decision-making skills Flexibility to adapt in a changing field Team-orientation Positive attitude Desired Skills: Bachelors Degree
Bank Of America Chandler, AZ, USA Full-Time
Jul 16, 2018
Job Description: Business Overview: Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for the development and execution of a comprehensive set of personal wealth and retirement products and services through Banking, Merrill Edge and Advisory channels. RPWS provides tools and content that enables financial advisors and bankers to help their client's live better financial lives. Job Description: The Trust Specialist develops trust business in accordance with assigned production and referral goals by providing guidance on U.S. Trust's products and services to Merrill Lynch Financial Advisors (FAs), Private Wealth Advisors (PWAs), Market Executives (MEs), and clients. The Trust Specialist is a field-based position covering a specific territory of Merrill Lynch offices and reporting directly to a RPWS Division Trust Executive. Responsibilities include: Raise awareness with FAs, PWAs, and MEs, around their clients' and prospects' trust and estate planning needs In partnership FAs/PWAs, support the creation and implementation of trust and estate planning strategies for clients and prospects Lead conversations, conference calls, and WebEx presentations with clients, FAs/PWAs, and outside legal and tax advisors as needed. These conversations could include: wealth transfer techniques using U.S. Trust products and services how U.S. Trust products and services could be included in the client's estate plan fiduciary requirements for trust administration and investment management Identify trust opportunities through conversations and book reviews with FAs/PWAs and Market Executives Build solid relationships with FAs, PWAs, and MEs in the assigned territory Participate in office/market sales meetings to provide education and guidance on U.S. Trust products and services Provide overall leadership and direction for assigned trust sales and administration teams Manage the trust onboarding process to deliver a seamless client and FA/PWA experience Required Qualifications: Seasoned professional with extensive experience as a subject matter expert in trust and estate planning required 7 to 10 years of experience in the financial industry with proven track record as a sales professional required Bachelors' degree required, JD strongly preferred (will also consider CPA/MBA) Certifications such as Series 7, 63/65 or 66 within 60 days of start date required Professional presentation, communication, and meeting management skills required Knowledge of fiduciary investment strategies and experience in a brokerage environment preferred Financial designations such as CTFA, CFA, CFP preferred Excellent interpersonal and relationship management skills, including a positive attitude and the ability to work well as part of a team Self-starter with ability to work under pressure with minimal hands on direction
Bank Of America Stamford, CT, USA Full-Time
Jul 16, 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). - Bilingual Polish Required 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 Norridge, IL, USA Full-Time
Jul 16, 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 Westmont, IL, USA Full-Time
Jul 16, 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 Schaumburg, IL, USA Part-Time
Jul 16, 2018
Job Description: Develops, enhances, debugs, supports, maintains and tests software applications that support business units or supporting functions. These application program solutions may involve diverse development platforms, software, hardware, technologies and tools. Participates in the design, development and implementation of complex applications, often using new technologies. May provide technical direction and system architecture for individual initiatives. Serves as a fully seasoned/proficient technical resource. Will not have direct reports but may lead projects and direct activities of a team related to special initiatives or operations. May have responsibility for a project and project budget. May collaborate with external programmers to coordinate delivery of software application. Routine accountability is for technical knowledge and capabilities. Works under minimal supervision, with general guidance from more seasoned consultants. Typically requires 5-7 years of experience. The Enterprise Capital Management Technology team is seeking an ETL and Database Developer to join its team. The ideal candidate will have at least 5 years of experience developing ETL packages/programs using Informatica PowerCenter version 8.6 or above as well as experience doing traditional SQL-type development. Successful applicants must be proficient in the following skills: ANSI SQL (T-SQL, PL/SQL,etc). Experience with developing on the Netezza/Exadata platform is strongly preferred , Query Optimization strategies, ETL Development Experience with working with data sets from multiple sources (Oracle, Netezza, Exadata, Teradata, SQL Server, etc.) Experience with complex transformations including Unions, Routers, Normalizers, and custom calculated fields ? Slowly Changing Dimensions , UNIX shell scripting, Proficient in Data Warehousing concepts Star/Snowflake schemas Dimensional tables (Type 1, Type 2) Strong communication skills ,Strong problem solving skills , Ability to collaborate with the team but also independently recommend and deliver solutions to complex use cases. Required skills: Strongly Preferred: ETL experience with Netezza/Exadata and Informatica PowerCenter Experience working at Financial Institutions Experience with the Agile SDLC This is an individual contributor role, working as an Informatica and Netezza developer in a fast-paced Agile SDLC environment. Good to Have Skill Sets any other ETL tools experience **Candidates requiring visa sponsorship will not be considered for this position**
Bank Of America Plano, TX, USA Full-Time
Jul 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 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 South San Francisco, CA, USA Full-Time
Jul 15, 2018
Job Description: Leads a large project or multiple projects that are significant in scope and impact. Works independently, with limited direction, and is evaluated through end results. Initiates and provides leadership, strategic/tactical direction and planning input on all information technology and client/business area issues and in the development of a technical environment which meets current and anticipated business requirements and objectives. Participates with Technology management in the development of technology products, service standards and development efforts that impact the client/business area. Serves as a single point of contact and the escalation point between the client/business area and internal management for the resolution of unresolved problems, complaints and complex service requests. Provides the client areas with technology products and service alternatives that improve the support delivery process. employees in this job code do not manage people. This job code is only to be used for Employees supporting Global Markets. Job Description: Support of applications for the SRCM business and will also need to coordinate activities with the Production Support and Infrastructure teams globally • Support On-going maintenance, Capacity reviews • Responsible for managing Business Continuity Planning, Application/Server migrations, Datacenter migrations • Drive Process Improvements , Liaise with the development teams and drive application stability • Follow/use MAPS standards, tools and processes • Ongoing monitoring of the systems/applications; triage and troubleshoot/resolve issues as they arise, escalate if necessary and keep management updated • Develop and maintain tools to assist with production support. • Analysis and investigation skills, with a structured approach to problem solving. • Ability to work in high paced trading environment with demanding user base.
Bank Of America New York, NY, USA Full-Time
Jul 15, 2018
Job Description: GBAM Technology - Sr Business Control Specialist The Identity and Access Management (IAM) Transformation program defines a set of strategic workstreams that provide the set of systems and processes used to identify entities, manage information attributes about those entities, and support the use of this information in making real time decisions as to whether a given entity can access a given resource. The IAM Sr Business Control Specialist within Global Banking and Markets Technology will be responsible for managing the execution of this transformational program across multiple technology units. The ideal candidate can understand complex problems and negotiate practical solutions across organizational boundaries. The ideal candidate will have experience presenting to senior audiences, running large programs, building business cases, defining transparent delivery schedules, managing risks and issues and the ability to collaborate in a fast-paced environment. The candidate should also have solid technical skills and background and a good understanding of IAM tools and services. RESPONSIBILITIES • Develop approach, plan and roadmap for the workstream • Partner with the technical architecture team to define the future state solution, where technical solutions are involved • Act as Subject Matter Expert for workstream in order to assist development teams, answer questions, and research solutions • Define staffing model and support required for workstream • Partner with Identity and Access Management Program leadership and Resource management team to staff project appropriately • Maintain focus on benefits realization • Identify and manage cross-workstream dependencies • Develop and implement CIO onboarding/engagement approach, in collaboration with other workstream leads and program leadership • Identify, manage and resolve issues and risks • Track and report progress against milestones • Escalate challenges appropriately • Manage virtual project team • Analyze data pertaining to workstreams and program metrics QUALIFICATIONS • This position requires a minimum of 7 years of experience in either consulting or a financial institution. The candidate must have a proven track record in operational effectiveness, financial analysis, change management, program management, communication, execution and implementation and project management. • University degree holder in relevant discipline • Strong management and leadership skills • Solution design and development • Understanding of Identity and Access Management controls, processes and tools preferred • Experience and/or detailed knowledge of resource allocation, budgeting, and project planning/scheduling • Ability to work in a flexible manner, considering the global nature of the role and working with teams across many time zones • Previous experience managing vendor relationships • History of demonstrable ownership and follow-through • Executive communication, written and presentation skills • Strong interpersonal skills • Strong problem-solving and issue resolution skills • Strong analytical skills • Experience with collaborative tools such as Sharepoint/Clarity/Wiki • Agile Experience Preferred
Bank Of America New York, NY, USA Full-Time
Jul 15, 2018
Job Description: Resource required to lead Risk Identification and Mitigation supporting one or more groups in the Chief Technology Officer (CTO) organization. This leader will support a senior CTO Executive and their team. Resource will also collaborate across CTO Risk and Process Management, Business Resiliency & Planning; Business Controls, Monitoring & Readiness; and Global Information Security to ensure key programs and deliverables are communicated, monitored, and delivered across Enterprise - CTO. Required Skills: • BA or BS (4 year degree)in Computer Science or a related technical field • 7+ Years of experience in information technology either systems development or infrastructure • Experience in Audit or Risk Management • Strong partnering and relationship-building is a must for success in this role. • An adaptable, independent leader capable of assessing business problems, project deliverables and interdependencies holistically, and managing and escalating issues/risks to key stakeholders and leadership in a timely fashion. • Strong communication skills (presentation and influencer) and ability to synthesize information in order to drive team to results. • Proactive - Ability to "connect the dots" for others across multiple data points, make connections upstream/downstream that may not be easily noticeable. • Participate in cross-functional teams and ability to work effectively in a geographically dispersed team • Must be a highly motivated, self-directed individual capable of supporting multiple projects under tight deadlines, and in an environment where business needs/priorities may change and path forward is not always black & white • Facilitate regular workgroup meetings/work sessions and develop/track project timelines where appropriate. • Active participation during the identification and tracking of issues/ risks and identification of action plans to resolve issues/ risks maintaining momentum on mitigation plan deliverables. • Competency with Microsoft Office: Outlook, Word, PowerPoint, Excel Desired Skills: Experience in Banking Technology
Bank Of America Jersey City, NJ, USA Full-Time
Jul 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 Southlake, TX 76092, USA Part-Time
Jul 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. 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 Flower Mound, TX, USA Full-Time
Jul 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 Clarksville, TN, USA Part-Time
Jul 14, 2018
Job Description: Relationship managers are the face of Bank of America in our financial centers, bringing our products and services to life for all of our clients. They focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients. As part of our team, you will have access to industry leading 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. As part of the Financial Center Academy at Bank of America, you will benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities - including a 10-week new hire program. Required skills: - Ability to learn and understand technology to assist customers with self-service needs - Proven results exceeding goals in a customer-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 customer service skills and the ability to resolve problems independently or escalate as needed to promote customer 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 customers' 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 customers' 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 - Availability to work weekends and/or extended hours as required to operate the business - Is a commissioned notary or can successfully obtain a notary commission in the state you work within 4 months of start date in role (8 months for employees with a work location of CA, NY, PA) Desired skills: - Experience in financial services and prior knowledge of financial services industry, products and solutions - Knowledge of banking (credit and deposit) products and services - Prior sales experience in a salary plus incentive environment with individual sales goals where goals were met or exceeded routinely - Prior experience servicing and delighting customers
Bank Of America Troy, MI, USA Full-Time
Jul 14, 2018
Job Description: Relationship managers are the face of Bank of America in our financial centers, bringing our products and services to life for all of our clients. They focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients. As part of our team, you will have access to industry leading 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. As part of the Financial Center Academy at Bank of America, you will benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities - including a 10-week new hire program. Required skills: - Ability to learn and understand technology to assist customers with self-service needs - Proven results exceeding goals in a customer-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 customer service skills and the ability to resolve problems independently or escalate as needed to promote customer 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 customers' 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 customers' 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 - Availability to work weekends and/or extended hours as required to operate the business - Is a commissioned notary or can successfully obtain a notary commission in the state you work within 4 months of start date in role (8 months for employees with a work location of CA, NY, PA) Desired skills: - Experience in financial services and prior knowledge of financial services industry, products and solutions - Knowledge of banking (credit and deposit) products and services - Prior sales experience in a salary plus incentive environment with individual sales goals where goals were met or exceeded routinely - Prior experience servicing and delighting customers
Bank Of America St Clair Shores, MI, USA Full-Time
Jul 14, 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. Responsibilities Collection and Recovery Strategies / Operations Enablement develops initiatives and tactics that help our customers through difficult times while mitigating losses for the Bank. A Consumer Product Strategy Analyst must be able to work independently to develop recommendations that consider their research and analysis, the regulatory framework, and competing strategies. The analyst must then leverage communication and influencing techniques to build consensus and drive implementation. This high visibility position offers a unique opportunity to interact with senior managers and drive significant business results. The Outbound Call Optimization (OCO) team is responsible for developing outbound call strategies for Consumer Card, Business Card, Mortgage, and Vehicle Collections. The Consumer Product Strategy Analyst supports OCO strategy development through data mining and analysis. Areas of focus include: Data mining to identify outbound calling trends Leverage data on current call strategies and provide analysis designed to maximize customer contact, reduce risk, and improve collection rates Work with analysts across Business Enablement to align new and existing processes to current loss environment Required Skills & Experience Strong analytical and problem solving skills as demonstrated by 3-5 years of experience Quantitative analyst experience, skills like data mining and statistics High level understanding of Collections and Recovery Operations tools and processes, specifically UCRS, CACS/CROSS, and Collections calling procedures or similar knowledge in other business areas Strong evidence of leveraging analytics and reporting to drive business results Skilled with MS Office (ex: Excel, Access, Word, and PowerPoint) Proficient at written and oral communication, including presentation skills Desired Skills & Experience Data mining/programming and analytics experience with SAS/SQL Experience working within the Bank's data infrastructure (BACARDI, The W, SQL Server, etc.) Experience with business case development/financial statements
Bank Of America Phoenix, AZ, USA Full-Time
Jul 14, 2018
Job Description: Relationship managers are the face of Bank of America in our financial centers, bringing our products and services to life for all of our clients. They focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients. As part of our team, you will have access to industry leading 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. As part of the Financial Center Academy at Bank of America, you will benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities - including a 10-week new hire program. Required skills: - Ability to learn and understand technology to assist customers with self-service needs - Proven results exceeding goals in a customer-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 customer service skills and the ability to resolve problems independently or escalate as needed to promote customer 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 customers' 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 customers' 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 - Availability to work weekends and/or extended hours as required to operate the business - Is a commissioned notary or can successfully obtain a notary commission in the state you work within 4 months of start date in role (8 months for employees with a work location of CA, NY, PA) - Mandarin bilingual Desired skills: - Experience in financial services and prior knowledge of financial services industry, products and solutions - Knowledge of banking (credit and deposit) products and services - Prior sales experience in a salary plus incentive environment with individual sales goals where goals were met or exceeded routinely - Prior experience servicing and delighting customers
Bank Of America East Lansing, MI, USA Full-Time
Jul 14, 2018
Job Description: Relationship managers are the face of Bank of America in our financial centers, bringing our products and services to life for all of our clients. They focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients. As part of our team, you will have access to industry leading 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. As part of the Financial Center Academy at Bank of America, you will benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities - including a 10-week new hire program. Required skills: - Ability to learn and understand technology to assist customers with self-service needs - Proven results exceeding goals in a customer-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 customer service skills and the ability to resolve problems independently or escalate as needed to promote customer 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 customers' 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 customers' 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 - Availability to work weekends and/or extended hours as required to operate the business - Is a commissioned notary or can successfully obtain a notary commission in the state you work within 4 months of start date in role (8 months for employees with a work location of CA, NY, PA) Desired skills: - Experience in financial services and prior knowledge of financial services industry, products and solutions - Knowledge of banking (credit and deposit) products and services - Prior sales experience in a salary plus incentive environment with individual sales goals where goals were met or exceeded routinely - Prior experience servicing and delighting customers
Bank Of America Plymouth, MI 48170, USA Full-Time
Jul 14, 2018
Job Description: Relationship managers are the face of Bank of America in our financial centers, bringing our products and services to life for all of our clients. They focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients. As part of our team, you will have access to industry leading 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. As part of the Financial Center Academy at Bank of America, you will benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities - including a 10-week new hire program. Required skills: - Ability to learn and understand technology to assist customers with self-service needs - Proven results exceeding goals in a customer-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 customer service skills and the ability to resolve problems independently or escalate as needed to promote customer 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 customers' 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 customers' 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 - Availability to work weekends and/or extended hours as required to operate the business - Is a commissioned notary or can successfully obtain a notary commission in the state you work within 4 months of start date in role (8 months for employees with a work location of CA, NY, PA) Desired skills: - Experience in financial services and prior knowledge of financial services industry, products and solutions - Knowledge of banking (credit and deposit) products and services - Prior sales experience in a salary plus incentive environment with individual sales goals where goals were met or exceeded routinely - Prior experience servicing and delighting customers
Bank Of America Brighton, MI 48116, USA Full-Time
Jul 14, 2018
Job Description: Relationship managers are the face of Bank of America in our financial centers, bringing our products and services to life for all of our clients. They focus the majority of their time deepening relationships by connecting customers to sales specialists and offering appropriate financial solutions and services to both individual and small business clients. As part of our team, you will have access to industry leading 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. As part of the Financial Center Academy at Bank of America, you will benefit from personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities - including a 10-week new hire program. Required skills: - Ability to learn and understand technology to assist customers with self-service needs - Proven results exceeding goals in a customer-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 customer service skills and the ability to resolve problems independently or escalate as needed to promote customer 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 customers' 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 customers' 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 - Availability to work weekends and/or extended hours as required to operate the business - Is a commissioned notary or can successfully obtain a notary commission in the state you work within 4 months of start date in role (8 months for employees with a work location of CA, NY, PA) Desired skills: - Experience in financial services and prior knowledge of financial services industry, products and solutions - Knowledge of banking (credit and deposit) products and services - Prior sales experience in a salary plus incentive environment with individual sales goals where goals were met or exceeded routinely - Prior experience servicing and delighting customers
Bank Of America Franklin, MI 48025, USA Full-Time