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.
Consumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66) Bank of America CorpConsumer Investments - Investment Specialist Trainee (Obtain SIE, Series 7 & 66)Chicago, IL$26.92–$29.33 / hourThis 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. 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.
Business Solutions Advisor - Santa Monica Market Bank of America CorpBusiness Solutions Advisor - Santa Monica MarketInglewood, 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.
Senior Banker- Prescott / Willow Creek Financial Center Bank of America CorpSenior Banker- Prescott / Willow Creek Financial CenterPrescott, AZJob 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.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateDallas, TXHowever, 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.
Business Selection & Conflicts Group - Vice President (Disclosure Team) Bank of America CorpBusiness Selection & Conflicts Group - Vice President (Disclosure Team)New York, NY$110,000–$175,000 / yearAcknowledge Job Description:Bank of America (www.bankofamerica.com) is one of the world's largest financial institutions, serving individual consumers, small businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. Additional responsibilities will include:Preparing and revising drafts of disclosure statementsLiaising with outside counsel on material relationships disclosure in fairness opinions and proxy statements and coordinating with M&A deal teams during the lifespan of a transaction.
Retail Client Manager - Consumer Vehicle Lending/Dealer Sales - Birmingham, AL Market Bank of America CorpRetail Client Manager - Consumer Vehicle Lending/Dealer Sales - Birmingham, AL MarketBirmingham, ALResponsibilities:Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production salesProspects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintainedWorks with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managedExecutes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bankCaptures market intelligence and delivers feedback to leadership teamRepresents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferencesRequired Qualifications:5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationshipsThe ability to be a strong individual contributor with a team player attitude. Key responsibilities include prospecting new clients, sharing and communicating program benefits, and upon signing, managing all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained.
Senior Banker - Escondido-Oceanside area Bank of America CorpSenior Banker - Escondido-Oceanside areaOceanside, 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.
Global Transactional FX Product Manager Bank of America CorpGlobal Transactional FX Product ManagerNew York, NY$129,500–$232,400 / yearRequired Skills:Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgroundsAuthentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about 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 communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledgeExhibit a breadth of understanding of the business challenges facing the bank's clients, as they relate to cross border payments and FX. Solid command of Microsoft office software: PowerPoint/Excel/WordSkills:Leadership DevelopmentProduct Design and DevelopmentProduct ManagementProject ManagementStrategy Planning and DevelopmentInnovative ThinkingPerformance ManagementProcess ManagementRelationship BuildingAgile PracticesBusiness AcumenBusiness DevelopmentOral CommunicationsProcess EffectivenessShift: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.
Senior Credit Underwriter-Global Wealth and Investment Management Bank of America CorpSenior Credit Underwriter-Global Wealth and Investment ManagementCharlotte, NC$98,000–$162,500 / yearThe Global Wealth Investment Management-Sr Credit Underwriter is aligned with the Private Client Advisor (PCA) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, and managing a portfolio of existing lending relationships. 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.
Product Specialist II/III-Equipment Management Bank of America CorpProduct Specialist II/III-Equipment ManagementChicago, IL$71,000–$175,000 / 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 Massachusetts pay and benefits information Massachusetts pay range: $71,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set. 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 Rhode Island pay and benefits information Rhode Island pay range: $71,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Relationship Banker St Louis West Springfield Columbia Bank of America CorpRelationship Banker St Louis West Springfield ColumbiaColumbia, MOOn 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.
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Bank of America CorpConsumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66)Pennington, NJ$26.92–$29.33 / hourAn Investment Specialist Trainee (responsibilities):• Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams• Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications• Focuses daily on service to sales with existing Merrill clients• Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goalsYou're the kind of person that (required skills):• Is client-focused with a passion for excellence and a positive team attitude.• Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment.• Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.• Is an effective communicator with an aptitude for sales and relationship management• Has strong computer skills• Is prepared to pass licensing exams - Security Industry Essentials (SIE) and Series 7 and Series 66.• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.• Is ambitious, disciplined, hardworking, resilient and willing to learn.
Principal Engineer - Agentic AI Platform Engineering & Performance Bank of America CorpPrincipal Engineer - Agentic AI Platform Engineering & PerformanceCharlotte, NCWithin the SDLC Software Delivery Lifecycle program, this role leads portfolio product delivery strategy and execution for enterprise software delivery capabilities, ensuring the right investments, operating model, governance, and prioritization are in place to improve how internal technical users build, test, and deliver software at scale. The ideal candidate brings strong hands-on engineering depth, platform design expertise, and experience building reusable AI capabilities that are scalable, observable, cost-efficient, and performant.
Senior Banker Bank of America CorpSenior BankerScottsdale, AZJob 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.