Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateGrand Junction, CO$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Relationship Banker - Southhold, NY Area Bank of America CorpRelationship Banker - Southhold, NY AreaSouthold, NY$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Credit Solutions Advisor - Pine Lake Bank of America CorpCredit Solutions Advisor - Pine LakeSammamish, WA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Corte Madera Bank of America CorpCredit Solutions Advisor - Corte MaderaCorte Madera, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Relationship Banker - Aurora Plaza Financial Center - Spanish Language Preferred Bank of America CorpRelationship Banker - Aurora Plaza Financial Center - Spanish Language PreferredAurora, CO$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role View transcript Close transcript [Music in background throughout] [Bankers working with clients in-person and on video chat.]
Advisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial CenterWichita, KSRole Specifics:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Relationship Banker St Louis North County Area (Clarkson, Fern Ridge, Manchester) Bank of America CorpRelationship Banker St Louis North County Area (Clarkson, Fern Ridge, Manchester)Chesterfield, MOBack to search results Relationship Banker St Louis North County Area (Clarkson, Fern Ridge, Manchester) Chesterfield, Missouri; Ballwin, Missouri; Saint Louis, Missouri; Ellisville, Missouri; Manchester, Missouri Additional locations Apply × To proceed with your application, you must be at least 18 years of age. On screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
Senior Banker - Escondido-Oceanside area Bank of America CorpSenior Banker - Escondido-Oceanside areaEscondido, CA$25.97–$31.75 / hourBetween helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours. Job Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateLisle, IL$25–$44 / hourHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
- Relationship Manager Development Program - Global Commercial Banking - Transformative Healthcare (New York/Boston) Bank of America Corp- Relationship Manager Development Program - Global Commercial Banking - Transformative Healthcare (New York/Boston)New York, NY$150,000–$235,000 / yearResponsibilities: • Acts as a trusted advisor for clients and prospects with annual revenues of $50 million to $2 billion, identifying opportunities and recommending integrated solutions that encompass multiple products and services as needed• Develops an in-depth understanding of clients'/prospects corporation, organization, and the related industry in addition to their strategy and needs, while responding to changes in the business environment or client/prospect needs• Leverages ideas, insights, and relationships to generate new and incremental business for Bank of America• Collaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange, and Wealth Management• Facilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services in to ensure the integrated delivery of valuable financial solutions with the Risk & Compliance framework• Designs and implements a business plan that will maximize the profitability of each client and prospect• Builds relationships with internal and external sales referral partners• Motivates and influences client team members appropriately and collaborates in their onboarding, coaching, and developmentRequired Qualifications: • 10+ years of demonstrated sales experience, with a proven ability to drive revenue and build client relationships• Securities Industry Essentials (SIE), Series 7 and 63 licenses required to be obtained within 180 days of start date• Strong business development and analytical capabilities• Strong interpersonal and communication skills• Demonstrated resilience and commitment to continuous learning• Strong business acumen• Ability to read and interpret both audited and unaudited company financial statementsPreferred Qualifications: • Established local network of business referral sources and centers of influence (COIs)Skills: • Business Development• Pipeline Management• Prospecting• Referral Identification• Sales Strategy• Client Experience Branding• Financial Analysis• Referral Management• Risk Management• Sales Performance Management• Data and Trend AnalysisMinimum Education Requirement: Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve New York pay and benefits information New York pay range: $150,000.00 - $235,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Financial Solutions Advisor - Beverly West Region Bank of America CorpFinancial Solutions Advisor - Beverly West RegionSanta Monica, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Beverly West Region Santa Monica, California; Santa Monica, California; Malibu, California; West Los Angeles, California; Santa Barbara, California; Venice, California; Los Angeles, California; Camarillo, California; Los Angeles, California; Santa Maria, California; Los Angeles, California; Los Angeles, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - East San Gabriel Valley Region Bank of America CorpFinancial Solutions Advisor - East San Gabriel Valley RegionAgoura, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Credit Underwriter II-CRE/Community Development Banking Bank of America CorpCredit Underwriter II-CRE/Community Development BankingChicago, IL$103,000–$141,000 / yearThis role is responsible for leading complex credit underwriting, structuring, and approval of investments and loans that drive affordable housing, economic development, and impact investing outcomes across the U.S.Responsible for partnering with credit risk management, capital markets, and community development, partnering closely with originations, capital markets, portfolio management, and senior credit leadership to deliver high-quality, well-structured transactions aligned with the bank's risk appetite and strategic priorities. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Massachusetts pay and benefits information Massachusetts pay range: $103,000.00 - $141,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Senior Tax Professional II Bank of America CorpSenior Tax Professional IICharlotte, NC$85,500–$112,600 / yearRequired Qualifications: 3-5 years+ of tax, accounting or other relevant experienceDesired Qualifications: Accounting degree Knowledge of tax information reporting & withholding (federal/state) and / or sales & use tax Knowledge of CFO Technology systems (Oracle & SAP) and data sourcesKnowledge of Accounts Payable processes (invoicing, payment processing or payee setup) Skills:Analytical ThinkingIssue ManagementTax AdministrationContinuous ImprovementPolicies, Procedures, and Guidelines ManagementProcess EffectivenessRelationship BuildingStakeholder ManagementAttention to DetailFinancial AnalysisReportingWritten CommunicationsMinimum Education Requirement: Bachelor's degree in related fieldShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Responsibilities:Analyzes and interprets tax laws and regulationsAssists in the preparation of tax planning and compliance strategiesPrepares and reviews federal, state, and local tax returnsResearches and analyzes tax issuesSupports the preparation of tax compliance and reporting requirementsPrepares and reviews tax estimates and projectionsIdentifies and implements process improvementsTeam Specific Responsibilities:Be prepared to work in and enjoy a fast paced, team oriented environment.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateNew York, NY$25–$45 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor- Williamette Valley Bank of America CorpFinancial Solutions Advisor- Williamette ValleySalem, ORResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsThis position is open for the entire market and the specific Financial Center location will be based on business needs.
Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Plano, TX Bank of America CorpCentralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Plano, TXPlano, TXResponsibilities:Provides exceptional client careAnswers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solutionUtilizes multiple technology systems to assist customers and referral partnersLeverages defined lending processes and policies to meet guidelines and manage risksCommunicates consistently with clients and business partners through outbound calls, email, and online messaging systems throughout the lending processIdentifies opportunities through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional client careRequired Qualifications:Has 1+ year sales and/or mortgage experienceBilingual - Spanish RequiredHas a strong relationship-deepening and client care mentalityActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Has an ability to assess client needs and suggest/promote alternative products or servicesHas ability to learn all platform systems utilized within the environment and/or aptitude in system technologiesHas effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending processHas an ability to work under pressure during high volumes Has an ability to build and maintain positive rapport with service partners.
Financial Solutions Advisor - Washington DC Market Bank of America CorpFinancial Solutions Advisor - Washington DC MarketRockville, MD$70,000–$80,000 / yearWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Washington, DC pay and benefits information Washington, DC pay range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Back to search results Financial Solutions Advisor - Washington DC Market Washington, District of Columbia; Rockville, Maryland; Bethesda, Maryland; Washington, District of Columbia; Washington, District of Columbia; Washington, District of Columbia Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Relationship Banker - Vacaville, CA Area Bank of America CorpRelationship Banker - Vacaville, CA AreaVacaville, CA$25–$26.77 / hourResponsibilities:• Executes the bank's risk culture and strives for operational excellence• Builds relationships with clients to meet financial needs• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations• Grows business knowledge and network by partnering with experts in small business, lending, and investments• Manages financial center traffic, appointments, and outbound calls effectively• Drives the client experience• Manages cash responsibilitiesRequired Qualifications:• 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.• On screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job.
Senior Banker - Manchester Financial Center Bank of America CorpSenior Banker - Manchester Financial CenterManchester, MOJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.