Relationship Manager Development Program - Global Commercial Banking - Healthcare, Education, Not-for-Profit (Chicago) Bank of America CorpRelationship Manager Development Program - Global Commercial Banking - Healthcare, Education, Not-for-Profit (Chicago)Chicago, IL$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. Job expectations include leveraging activity-based training modules, engaging in national and local leader and peer coaching, and developing knowledge of credit, treasury, and other operational services, while building client relationships, creating business plans, and influencing team performance.
Sr. Relationship Manager - Global Commercial Banking - Middle Market Banking (Iselin, New Jersey) Bank of America CorpSr. Relationship Manager - Global Commercial Banking - Middle Market Banking (Iselin, New Jersey)Iselin, NJ$140,000–$235,000 / yearActive member/participation in local community organizationsHighly desirable to have active networking contacts and Centers of Influence established in local marketsShift: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. Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)Desired Skills:Undergraduate degree in related field or equivalent work experience.
Registered Private Wealth Client Associate Bank of America CorpRegistered Private Wealth Client AssociateLake Mary, FLOur 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. Merrill 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.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateWinter Park, FLOur 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. Merrill 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.
Relationship Manager Development Program - Global Commercial Banking - Middle Market Banking (New York) Bank of America CorpRelationship Manager Development Program - Global Commercial Banking - Middle Market Banking (New York)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. Job expectations include leveraging activity-based training modules, engaging in national and local leader and peer coaching, and developing knowledge of credit, treasury, and other operational services, while building client relationships, creating business plans, and influencing team performance.
Relationship Banker - Middle River Financial Center Bank of America CorpRelationship Banker - Middle River Financial CenterBaltimore, MD$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. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Business Solutions Advisor - Montebello Financial Center Bank of America CorpBusiness Solutions Advisor - Montebello Financial CenterMontebello, CA$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Relationship Banker- Marin Area Bank of America CorpRelationship Banker- Marin AreaSan Rafael, CA$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. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
GFC Investigator (Brokerage - AML) Bank of America CorpGFC Investigator (Brokerage - AML)Phoenix, AZ$68,500–$102,000 / yearThis role ultimately reports to investigations teams responsible for coverage over Special Investigations, Global Markets, or Global Wealth and Investment ManagementResponsibilities:Completes investigations while overseeing cases meet or exceed closure and quality metricsCompletes Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcementReports facts of the investigation to senior stakeholders, assisting in identifying potential operational or compliance risks and partners with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigationsPerforms quality control functions, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities in an investigative support roleRequired Qualifications: Minimum of five years of relevant experienceUnderstanding of Retail Brokerage Products, Clients, and Services, such as Equities, Fixed Income Products, Structured Investments, Securitized Products, Mutual Funds, and entity structures, such as Personal Holding Companies, Retirement and Trust Accounts FINRA Securities Essential Exam/ FINRA Series 7, Series 6 or relevant experience in the areas of back office operations, Margin, ACAT TransferSuspicious Activity Reporting (SAR)Stakeholder Management (FLU, Business Controls, Risk)Understanding of Rules, Regulations, and Compliance (FINRA/SEC)Desired Qualifications: Bachelor's Degree in related fieldExperience in financial services and/or a related government entityCertified Anti-Money Laundering Specialist (CAMS)Data Management, Review, and AnalysisFINRA Services Principal Licensure (Series 4, 24, 53,9/10)Certified Anti-Money Laundering Specialist (CAMS)Knowledge of Alternative Investments ( Private Equity, Venture Capital, etc.)Familiarity with Discretionary Trading Products Skills:Fraud ManagementPolicies, Procedures, and Guidelines ManagementReportingRisk ManagementCoachingIssue ManagementTalent DevelopmentCritical ThinkingWritten CommunicationsData AnalysisRegulatory ComplianceInvestigation ManagementTechnical Skills:AML Regulatory KnowledgeCase Investigation & ResolutionCustomer Due Diligence Enhanced Due DiligenceFinancial Crimes Risk ProgramsHigh Risk Activities & TypologiesProducts, Services and Acumen- Global Financial Crimes Risk Identification & Assessment Risk Governance & ReportingShift: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. The Global Financial Crimes Compliance (GFCC) Investigator performs end-to-end investigations across one or more lines of business relevant to the Investigators specific area of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management.
Relationship Banker - Maryland South Market Bank of America CorpRelationship Banker - Maryland South MarketBowie, MD$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. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Financial Solutions Advisor - Utah North Market Bank of America CorpFinancial Solutions Advisor - Utah North MarketLayton, UTKey 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. Back to search results Financial Solutions Advisor - Utah North Market Layton, Utah; Salt Lake City, Utah; Ogden, Utah Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateWinter Park, FLOur 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. Merrill 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.
Relationship Banker - Austin South - Lakeway area Bank of America CorpRelationship Banker - Austin South - Lakeway areaLakeway, TXResponsibilities:• 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.
Relationship Banker - San Francisco Financial Market Bank of America CorpRelationship Banker - San Francisco Financial MarketSan Francisco, CA$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. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateState College, PABack to search results Wealth Management Client Associate State College, Pennsylvania; Bridgeport, West Virginia; Pittsburgh, Pennsylvania; Upper Saint Clair, Pennsylvania Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateTowson, MD$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. 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 - West Hills Region Bank of America CorpFinancial Solutions Advisor - West Hills RegionRedondo Beach, 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 - West Hills Region Redondo Beach, California; Torrance, California; Redondo Beach, California; El Segundo, California; Torrance, California; Manhattan Beach, California; Inglewood, California; San Pedro, California; Long Beach, California; Montebello, California; Manhattan Beach, California; Long Beach, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Relationship Manager Development Program - Global Commercial Banking (Middle Market) - Newport Beach, CA Bank of America CorpRelationship Manager Development Program - Global Commercial Banking (Middle Market) - Newport Beach, CANewport Beach, CA$140,000–$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 neededDevelops 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 needsLeverages ideas, insights, and relationships to generate new and incremental business for Bank of AmericaCollaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange, and Wealth ManagementFacilitates 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 frameworkDesigns and implements a business plan that will maximize the profitability of each client and prospectBuilds relationships with internal and external sales referral partnersMotivates 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 relationshipsSecurities Industry Essentials (SIE), Series 7 and 63 licenses required to be obtained within 180 days of start dateStrong business development and analytical capabilitiesStrong interpersonal and communication skillsDemonstrated resilience and commitment to continuous learningStrong business acumenAbility 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 DevelopmentPipeline ManagementProspectingReferral IdentificationSales StrategyClient Experience BrandingFinancial AnalysisReferral ManagementRisk ManagementSales Performance ManagementData and Trend Analysis Minimum Education Requirement:Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. Job expectations include leveraging activity-based training modules, engaging in national and local leader and peer coaching, and developing knowledge of credit, treasury, and other operational services, while building client relationships, creating business plans, and influencing team performance.
Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Chandler, AZ Bank of America CorpCentralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Chandler, AZChandler, AZResponsibilities: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.
Treasury Sales Officer II - Global Payment Solutions - Middle Market Bank of America CorpTreasury Sales Officer II - Global Payment Solutions - Middle MarketMinneapolis, MN$133,200–$235,000 / yearDesired Skills:B.S. or B.A. in finance, accounting, management, or another undergraduate degreeCertified Treasury Professional Certification (CTP) or equivalentMBA or EquivalentInternational Cash Management, Card Solutions, and/or Trade & Supply Chain Finance experienceInclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared successAuthentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communitiesInnovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quoConfident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role. Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentationsPartners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysisLeads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growthCoaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.