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.
 

May 26, 2018
Job Description: As the Digital Strategy Director you report to the In-House Agency Executive and you will be responsible for developing solutions to meet the clients' product, service and brand objectives. You understand and leverage the importance of customer insight and data and are exceptional at spotting trends in technologies that can drive automation internal to the agency and externally in the consumer's (B2C), business's (B2B) and employee's (B2E) lives. In this role you will also collaborate and share your knowledge with the agencies cross-functional teams across banking products and services to develop and evolve tactics to bring together solid solutions in response to defined marketing strategies and business goals. You innately understand how brands are communicated and experienced through digital interactions and how it impacts the user Minimum Requirements: Minimum of 7-9+ years of digital experience on the agency or client side Bachelor's degree or equivalent education and experience in Interaction Design, Interface Design, Human Computer Interaction, Service Design, (Graphic) Design with emphasis on UX or equivalent qualification Develops unique strategies and builds upon client strategies within digital to meet/exceed goals Understanding of functional and technical digital documents Present and share knowledge of digital concepts, systems, and tools to non-digital experts Understanding of digital execution excellence, content management, and CRM technologies Demonstrated leadership experience owning projects, execution, quality and client relationships Ability to understand target audience's needs and behaviors while incorporating best practices and channel learnings to promote the best user experience and drive the best results Collaborate with creative, account services, production/art studio and extended team members on delivering breakthrough creative solutions Be an innovator, trendsetter, and a progressive thinker who can connect digital to the bigger picture and drive opportunities for the marketing output and the in-house agency evoloution Preferred: Familiarity with Agile software development processes and methodologies Experience working within an Enterprise, i.e. technology, compliance and governance teams Knowledge of current ADA guidelines and their impact on projects Software Knowledge Requirements: Work on Mac but also be proficient on PC. Adobe Creative Cloud, Flash/After Effects and motion design Core Metrics, Google Analytics and Tealium for client's benefit Sketch and templates to improve design standards Proficiency in accessibility design and standards for the web such as WCAG 2.0 (Web Content Accessibility Guidelines), Web Content, User Agents, Authoring Tools, Operable UI, Nav, etc. Preferred: Experience with Adobe Experience Manager Experience with Salesforce Experience with an enterprise DAM Experience with personalization automation technology and how to drive the creative outcome
Bank Of America Wilmington, DE, USA Full-Time
May 26, 2018
Job Description: The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the team's practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non-exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months. Analyst - Business Management (Exempt) Develop business plan and track progress with quantifiable business and activity goals; and align daily activities with practice metrics, goals and objectives Define roles and responsibilities aligned to OPM framework for each practice member Define and periodically review client segmentation, minimum account size, pricing, and profitability by comparing revenue and time capacity per client; adjust to ensure clients are in right channel Proactively generate leads through active management of the practice's communication strategies and expenses Drive the overall vision for the practice through leveraging strategic partnerships and developmental opportunities Requirements: Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses All state licenses in support of FA or FA Team's client base All product licenses in support of FA or FA Team's client base Obtain and/or maintain at least one firm approved designation Safe Act Registered
Bank Of America Farmington Hills, MI, USA Full-Time
May 26, 2018
Job Description: The Premium Elite Relationship Manager demonstrates knowledge of investments and financial markets and assists clients with their most complex trading, servicing and relationship needs. Responsible for prioritizing and managing an assigned book of clients to enhance client satisfaction, retention and deepening. Own management of client cases, research and communicate resolution to issues. Demonstrate expert knowledge of internal and regulatory policies, procedures and processes. Execute a disciplined approach to achieving business growth goals while focusing on the client experience. Licensing requirements are as follows: Series 7 and 66 or their equivalent. Responsibilities include but are not limited to: Manage a book of high net worth, active self-directed clients and serve as primary point of contact for all of clients' trading and servicing needs Deliver on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration Prioritize and manage book of clients, constantly searching for opportunities to enhance client delight and advance our standing as the client's sole financial institution Take a client-focused approach by being a reliable expert on the client's most complex trading, servicing and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share Anticipate client dissatisfaction or relationship-risk and immediately work with manager and partners to resolve issues Work closely with all Enterprise partners, such as Merrill Lynch Financial Advisors to complement and support their client management approaches Execute a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience Requires in-depth knowledge of trading mechanics, fixed income, options, margin and margin regulations Deliver efficient and responsive resolution for various client situations, owning the management of the case, researching the issue and communicating the solution to the client when appropriate Exhibit critical thinking / problem solving skills to immediately address escalated client issues notice to deliver a best in class customer experience Develop an expert knowledge of internal policies, procedures and processes to ensure the most flawless and seamless execution of the most complex trading strategies Ability to work seamlessly across all Enterprise business lines including GWIM, US Trust, Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes Strong risk-management aptitude This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Enterprise Role Overview The Premium Elite Relationship Manager demonstrates knowledge of investments and financial markets and assists clients with their most complex trading, servicing and relationship needs. Responsible for prioritizing and managing an assigned book of clients to enhance client satisfaction, retention and deepening. Own management of client cases, research and communicate resolution to issues. Demonstrate expert knowledge of internal and regulatory policies, procedures and processes. Execute a disciplined approach to achieving business growth goals while focusing on the client experience. Licensing requirements are as follows: Series 7 and 66. Qualifications Required Skills: Series 7 and 66 licensing REQUIRED If Series 66 not currently held, Series 66 must be obtained within 90 days Experience with advanced trading strategies, options, fixed income, and margin required Ability to use sound judgment when making decisions, identifying solutions, and resolving elevated issues. Manage risk and the overall client experience Strong analytical and problem solving skills Strong organizational skills & time management skills Strong interpersonal skills and the ability to work in a team environment Ability to handle multiple tasks in a dynamic environment Ability to work effectively under pressure and time constraints; adjusts rapidly to changing demands and priorities Ability to work in team environment in order to meet targets and deadlines Foster relationships with leadership peers and collaborate to improve processes that impact both the client experience Ensures complete and efficient business/client interactions; confident and engaging presence Must be flexible to work hours of operation Desired Skills: Wealth management and private client experience a plus Knowledge of the Enterprise platforms a plus (US Trust, BAC, Advisory) Merrill Edge Academy Video
Bank Of America Chandler, AZ, USA Full-Time
May 26, 2018
Job Description: Located in a financial center, Relationship Managers will focus the majority of their time deepening customer relationships by referring customers to specialists and identifying client needs for both individual and small business customers/clients. Relationship Managers will engage in daily outbound calling to pre-selected Bank of America customers inviting them into the financial center for an appointment and will also assist in servicing customer needs where applicable. Relationship Managers will report to a local Consumer Banking Market Manager. They will partner closely with Financial Center Managers to ensure adherence to operational compliance policies and procedures 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 Clayton, MO, USA Full-Time
May 26, 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) 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 Clayton, MO, USA Full-Time
May 26, 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) 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 Chesterfield, MO, USA Full-Time
May 26, 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. Seasonal support for peak periods, which typically last 3-6 months
Bank Of America Springfield, MO, USA Full-Time
May 26, 2018
Job Description: Hi there, I'm Sebastian, a Senior Telephone Sales Associate here at Bank of America. Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line. As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell-all to help our clients achieve their financial goals. I'm responsible for sales, operations, quality, and client experience. It's a lot of responsibility, but I'm up for the challenge. And I don't do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment. My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more. As a Senior Telephone Sales Associate, I know I'm doing something important. I'm making an impact on our clients as well as my own career. If Sales with Bank of America sounds like your next challenge, please apply. And good luck! Minimum skills You... Have sales experience, which can include cross-selling, upselling, and referrals for products and services Are an influencer, but you are also a listener Possess strong organization and communication skills Have an ability to multi-task and work best as part of a team Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections) Are comfortable with receiving ongoing performance feedback and coaching Are comfortable with learning new technologies and processes Have at least intermediate-level computer skills Desired skills Experience working in a call center Experience in the banking/financial services industry Previous telephone sales experience Minimum qualifications One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Bank Of America Phoenix, AZ, USA Full-Time
May 26, 2018
Job Description: Hi there, I'm Sebastian, a Senior Telephone Sales Associate here at Bank of America. Our clients are at the heart of everything we do. As a Senior Telephone Sales Associate, I represent the bank, but I also work to find the best products and services for the person on the other end of the line. As part of the Preferred Sales line of business, my main responsibility is to act as the primary inbound contact for our deposit or credit card clients. I listen, educate, answer detailed questions, and sell-all to help our clients achieve their financial goals. I'm responsible for sales, operations, quality, and client experience. It's a lot of responsibility, but I'm up for the challenge. And I don't do it alone: I work together with various business partners to deliver world-class service from a world-class team. The best part of my job is being in an exciting and high-energy environment. My team collaborates in the office and in the community. Together, we do a lot of volunteering and neighborhood clean-up, which is supported by the company. In fact, Bank of America has invested $1 billion to help build thriving communities and develop community-minded high school students. They support us too, with benefits like parental leave, tuition reimbursement, career development and more. As a Senior Telephone Sales Associate, I know I'm doing something important. I'm making an impact on our clients as well as my own career. If Sales with Bank of America sounds like your next challenge, please apply. And good luck! Minimum skills You... Have sales experience, which can include cross-selling, upselling, and referrals for products and services Are an influencer, but you are also a listener Possess strong organization and communication skills Have an ability to multi-task and work best as part of a team Have a strong ability to engage and build rapport with customers (begin a conversation, build rapport, and handle objections) Are comfortable with receiving ongoing performance feedback and coaching Are comfortable with learning new technologies and processes Have at least intermediate-level computer skills Are fluent ( reading, writing, speaking ) in English & Spanish Desired skills Experience working in a call center Experience in the banking/financial services industry Previous telephone sales experience 2 year call center/ upselling Minimum qualifications One year of sales experience, which can include cross-selling, upselling, and referrals for products and services
Bank Of America Phoenix, AZ, USA Full-Time
May 26, 2018
Job Description: The FC Lending Consultant is a role that consists of 12 month training and mentoring program with the LC graduating to a Lending Consultant position upon successful completion of the program. The Lending Consultant (LC) will generate a minimum 70% of their mortgage sales goals by managing the end-to-end consumer mortgage referral requests that originate within assigned Financial Centers. Additional sources of revenue to meet 100% of mortgage sales goals may be developed through self-sourcing from relationships with local realtors and/or builders. The LC will successfully complete pre-assigned training activities, achieve personal production goals, and coach Financial Center associates on best practice referral strategies. 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. Required Skills Ability to analyze and comprehend complex financial data and recommend appropriate financial solutions Provides exceptional customer service Professional and effective interpersonal skills Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Detail oriented Demonstrated ability to navigate successfully in a highly complex and matrix environment Ability to work as part of a team, lead and influence teammates Professional and effective interpersonal skills Strong computer skills including a fundamental understanding of standard office applications Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences Desired Skills 2 years sales experience Proven success in meeting/exceeding sales production Goals Demonstrated ability to effectively coach others Knowledge of mortgage business priorities Banking center experience as a manager or senior seller Other financial services sales experience Experience with self-sourcing
Bank Of America Belton, MO, USA Full-Time
May 26, 2018
Job Description: Financial center managers (FCMs) operate as business owners and are responsible for fostering a team environment and instilling an effective client-centric, sales and risk culture within the center, demonstrating that we are here collectively to help our customers achieve their financial goals. The FCM holds a critical role, ensuring operational excellence of the center and that all aspects of the center run effectively and cohesively. Primary Responsibilities General Management •Responsible for building client traffic, engaging and appropriately routing clients and client retention •Responsible for the general look, feel and attractiveness of the center, ensuring space is leveraged to accommodate clients •Responsible for building and maintaining camaraderie amongst center associates, while ensuring all teammates drive collectively toward financial center goals Risk Management and Operational Excellence •Drive operational excellence by engaging staff on business strategy and performance results •Execute risk and service delivery strategy, and evaluate key performance indicators to identify opportunities for improvement •Emphasize the need to exceed metrics while also focusing on long-term strategies and goals •Adhere to and enforce internal and regulatory policies, procedures and processes •Proactively identify and manage risk in business, product and service transactions •Monitor client-calling activities and ensure we develop the proper client engagement •Successfully resolve customer issues and escalations in a timely and professional manner •Responsible for associate and customer safety Client Experience & Revenue Growth •Know the center's customer base, including top clients; understand their needs and connect them with teammates who can help them with their financial needs •Foster a client-centric environment whereby associates are accountable for delivering an exceptional customer experience and exceeding customer experience metrics •Lead the lobby and choreography of customer traffic including direct routing of customers to specialists to help drive overall "One Team" revenue growth •Ensure all appointments are assigned to the appropriate financial center associate •Drive client relationship management and assist with sales and sales leadership •Understand the drivers of, and opportunities to enhance, client satisfaction in the center •Ensure tight connection with the market sales manager and other "One Team" leaders/partners •Service customers using self-service technologies, such as ATMs, online banking or mobile banking •Hold associates accountable to deliver against our revenue strategy Talent Management •Responsible for oversight of associates in the center •Observe, model and coach the financial center team on proper execution of risk and service strategy •Personally invest in talent through interviewing and hiring service and operational associates •Ensure training is completed on time, and continue investment in ongoing education •Drive associate performance through active and continuous coaching, continued education and performance plans Required skills: - A minimum of three years recent experience building, leading, managing and coaching a team - Proven results exceeding goals in a customer-centric, results-driven environment - 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 - Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability - Proven record of balancing risk and making sound decisions while achieving business goals - 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 - 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 - Proficiency in computer skills and professional programs (for example, Microsoft Office) - Ability to pass pre-employment assessments and compliance requirements - Availability to work weekends and/or extended hours as required to run the business Desired skills: - Undergraduate degree - Bilingual (fluent verbal and written) - Experience in the following industries: Consumer banking/financial services, mortgage, retail or hospitality
Bank Of America Kansas City, MO, USA Full-Time
May 26, 2018
Job Description: Financial center operations managers (FCOMs) play a critical leadership role in the financial center and are required to exercise discretion and independent judgment, as necessary. They are accountable for the operations of the financial center with oversight of functions that service the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. FCOMs also assume leadership responsibility for the financial center in the financial center manager's (FCM) absence and ensure that the FCM's directives are implemented. Primary Responsibilities Risk and Operational Management •Manage the financial center operations •Provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks •Identify risks, prioritize areas of focus, educate associates on avoiding risks and create action plans to correct issues •Ensure that in the event of a new procedure, product or operational change, associates are informed and properly executing the change in compliance with regulations and policy •Track and manage service and operational performance metrics through monitoring of daily activities and reports; if necessary, develop, communicate and execute action plans to close gaps between goals and results •Ensure day-to-day service and sales activities comply with standards for customer and operational excellence and meet regulatory compliance requirements •Ensure associate and customer safety Customer Experience •Ensure a customer experience consistent with our brand •Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth. •Capitalize on all referral opportunities to help customers obtain the full value of their Bank of America relationship •Leverage available resources and technologies (tablets, bank by appointment, etc.) to optimize the customer experience and serve our customers with operational excellence and accuracy •Provide a value-added customer experience that leads to improved satisfaction and sales •Handle customer escalations in the absence of the FCM; ensure enterprise complaint tracking is executed Talent Management •Own resource management for the financial center •Assist associates in handling more complex transactions and resolving issues that require an in- depth understanding of regulatory compliance and policy and procedural knowledge •Coach associates to be efficient and in compliance with established policies and procedures in customer service, operational procedures, transactions accuracy and customer engagement Required skills: - Proven results exceeding goals in a customer-centric, results-driven environment - 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 - Strong financial and business acumen including experience interpreting reports to drive performance - Proven record of balancing risk and making sound decisions while achieving business goals - 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 - 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 - Proficiency in computer skills and professional programs (for example, Microsoft Office) - Availability to work weekends and/or extended hours as required to run the business Desired skills: - Undergraduate degree - Bilingual (fluent verbal and written) - Experience in the following industries: Consumer banking/financial services, mortgage, retail or hospitality
Bank Of America Tucson, AZ, USA Full-Time
May 26, 2018
Job Description: Primary contact who is responsible for all loan processing activities within a designated market. Responsible for a team of associates. Connects people to team goals that are aligned with the goals of the company. Eliminates roadblocks to achieving goals. Makes associates aware of how their work fits into larger processes that impact our customers. Make the associates and customers central to how success is measured. Ability to manage at a high level of detail while maintaining awareness of overall process and team results. Interacts in a range of roles, is comfortable being a follower, leader or teammate as the occasion demands. Uses learning experiences as opportunities to learn for the future. Drives process improvement. Adapts quickly to new demands and challenges. Works with Credit Policy, Compliance, Legal and Direct Lending. This position will be leading a team of associates in the Home Equity contact center. 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. Required Skills : Must have these skills and experience to be minimally qualified Ability to build partnerships across the organization to ensure efficiency and achieve customer satisfaction Ability to motivate associates to meet production, quality and service standards along with providing direct coaching and feedback regarding quality, customer experience and problem resolution. Possesses in-depth knowledge of a variety of loan products and program guidelines Excellent attention to detail Strong verbal and written communication skills Excellent problem solving skills Strong organizational skills Strong interpersonal Skills Ability to multi-task and handle high work volumes Leadership ability Capacity to work in a team-oriented environment Ability to deliver a difficult message with confidence Ability to prioritize multiple competing tasks and manage time effectively in a fast paced environment Ability to meet production, quality and service standards along with providing direct coaching and feedback to ensure quality Desired Skills: Previous supervisory experience of a mortgage loan processing team Understanding of various income sources ACAPS Experience
Bank Of America Chandler, AZ, USA Full-Time
May 26, 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 Scottsdale, AZ, USA Part-Time
May 26, 2018
Job Description: 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. Summary : The Teaming and Practice Management Consulting (PMC) Group Executive oversees a team of over 20 internal Practice Management Consultants (PMC) aligned to the MLWM markets. This is a team of certified coaches with a unique consulting, coaching and facilitation skillset who are responsible for coaching advisors and teams in strategies that improve their productivity and results. Major responsibilities include: Develop a vision for the Financial Advisor practice model of the "future"; working with other senior leaders and team developing a multi-year plan to train and deploy that model Sets strategic direction of the PMC group, aligning operational plans and projects to have positive change and productivity impact Aligns the group's priorities to the MLWM strategic priorities and client growth initiative to support the advisors in client acquisition and team development Serves as process expert for firm on team strategies and efficient practice models Oversees the design and development of core advisor training in partnership with Learning, including FA as CEO, FA symposiums and Advanced Education symposiums (AES) Develops and coordinates product research/design and development for white papers, presentation decks and other learning media as needed Oversees operational execution of content development and presentation/staging for the Optimal Practice Management Website, video library and new resources Engages in day-to-day management of the team, interfacing directly with 3 team leaders and 3 performance coaches Ensures the PMCs are championing diversity and presenting all teams with diverse options to acquire different skills and backgrounds Forecasts, manages and tracks budget for program initiatives; partners with Finance for reporting and metrics Interfaces with top FA Advisory Peer-to-Peer Faculty and Advisory Councils to Management (ACTMs) to coordinate program readiness and operational execution Key Qualifications for the Role: Deep business acumen and subject management expertise in Financial Advisory Practices Strong people leadership and development skills Innovative thought leadership centered on operationalizing strategic change Deep appreciation of a team and experience/expertise with coaching and moving the Practice Management Consultants to the next level Strong communication, presentation and public speaking skills Dynamic and effective influencing skills Clear understanding of the regulatory and supervisory requirements and corporate policies and procedures Adept at managing budgets and expenses Deep expertise in coaching and consulting strategies and theories of individual and organization change Knowledge of, and experience in Personality testing and type ( i.e.,Kolbe /MBTI) Strong understanding of the Advisor development experience Ability to make decisions that reflect diverse perspectives and incorporates industry conditions, market trends, organizational strategies and objectives Exercises sound judgment and experience to make timely and effective decisions Skillfully manages conflict and reaches solutions that benefit the organization Shares conclusions and tests recommendations with key stakeholders before executing • Series 7 and 66 in addition to supervisory licenses of 24 or 9,10 required • Ability to travel 25-50% of time Enterprise Overview Manages administrative support nationally for a business unit, to include developing strategy, measurement, reporting, and administration. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a deep understanding of business unit products, services and processes, and excellent analytical abilities.
Bank Of America Greenwood Village, CO, USA Full-Time
May 26, 2018
Job Description: The FC Lending Consultant is a role that consists of 12 month training and mentoring program with the LC graduating to a Lending Consultant position upon successful completion of the program. The Lending Consultant (LC) will generate a minimum 70% of their mortgage sales goals by managing the end-to-end consumer mortgage referral requests that originate within assigned Financial Centers. Additional sources of revenue to meet 100% of mortgage sales goals may be developed through self-sourcing from relationships with local realtors and/or builders. The LC will successfully complete pre-assigned training activities, achieve personal production goals, and coach Financial Center associates on best practice referral strategies. 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. Required Skills Ability to analyze and comprehend complex financial data and recommend appropriate financial solutions Provides exceptional customer service Professional and effective interpersonal skills Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Detail oriented Demonstrated ability to navigate successfully in a highly complex and matrix environment Ability to work as part of a team, lead and influence teammates Professional and effective interpersonal skills Strong computer skills including a fundamental understanding of standard office applications Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences Desired Skills 2 years sales experience Proven success in meeting/exceeding sales production Goals Demonstrated ability to effectively coach others Knowledge of mortgage business priorities Banking center experience as a manager or senior seller Other financial services sales experience Experience with self-sourcing
Bank Of America Lee's Summit, MO, USA Full-Time
May 26, 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 Washington, DC, USA Full-Time
May 26, 2018
Job Description: The Small Business Consultant (SBC) provides comprehensive financial solutions to small businesses with annual revenues up to $5 million and serves as the primary point of contact within the financial center for small business clients as the expert for small business solutions. The SBC will spend the majority of their time uncovering the sales and service needs of small business clients, including their personal banking needs, by leveraging defined sales processes and tools. The SBC is expected to acquire and deepen existing relationships through face to face meetings, at either the financial center or business owners place of business. Additionally, the SBC will proactively connect with our small business clients through outbound calls, and execute consistent follow-up routines to meet their needs. The SBC will participate in One Team partnership routines and conduct joint client visits with their internal and external partners to leverage the full capabilities of the bank. The SBC will provide small business related guidance to financial center associates through huddles and team meetings. Additionally, the SBC must have the ability to effectively balance sales performance, operational risk, and client relationship care. Required skills: -Minimum of 3 years demonstrated sales experience OR minimum of 2 year sales experience as a sales representative to small businesses - Strong business acumen and professional presence / communication skills - Proven effective customer service skills with ability to manage the full customer end-to-end experience and problem resolution - Proven sales track record - Ability to build productive partnerships and working relationships - Experience with outbound phone sales Desired skills: - Experience with financial information, spreadsheets, and financial skills - Experience working with Small Business Clients - Working knowledge of small business products and services - Bilingual skills
Bank Of America Scottsdale, AZ, USA Full-Time
May 26, 2018
Job Description: Processing of legal documents (garnishments/levies) in a fast paced production environment to meet strict deadlines. This includes Federal, State, Local and out of State Garnishments, Child Support Levies, IRS Levies and other agencies. Searching for customer accounts on multiple bank computer systems. Phone communications with banking centers, internal/external attorneys, customers, Federal and State agencies is required. Duties include, maintaining case files on internal tracking systems, searching customer bank accounts, responding to attorneys and customers, placing holds and remarks on accounts. Cross-training required on multiple job functions. Maintain Productivity and Quality standards to ensure maximum efficiency of operations. Required skills Excellent written/verbal communication skills with strong PC and analytical ability. Must be able to meet critical deadlines and work under pressure in a stressful environment. Must be detail oriented, an independent thinker, and able to handle multiple tasks concurrently. Previous retail banking, operational or analytical experience. Strong organizational skills. Must be a team player and able to build strong working relations with business partners. Knowledge of internal bank and bank policies and procedure a must. Must be able to be on Phone for Extensive Periods of Time as required Desired skills Ability to communicate well with associates, law enforcement officials and internal/external attorneys. Customer Service Experience would be a plus. Proficient in MS Office, Word, Excel, and Outlook Express. Experience with legal documents is helpful. Able to work additional hours/weekends as volumes dictate.
Bank Of America Newark, DE, USA Full-Time
May 26, 2018
Job Description: Responsible for handling phone calls related to Subpoena and Garnishments. May provide support to internal business partners or take calls from agencies and/or attorneys. Must be able to operate in a high volume, high intensity call center. Ability to deescalate aggressive call types from attorneys and law enforcement. Ability to discuss multiple lines of business in LOCRO. Required skills Phone environment or customer service experience Ability to work in fast paced environment Must be able to operate in a high volume, high intensity call center. Ability to deescalate aggressive call types from attorneys and law enforcement. Ability to discuss multiple lines of business in LOCRO. Must be able to lift 40 pounds. Desired skills Ability to multi task when necessary Team Player
Bank Of America Newark, DE, USA Full-Time