Bank of America jobs in Houston, TX - 339 jobs

The Woodlands, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. 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. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. 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. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

A leading financial services firm is seeking a Product Delivery Manager in Houston, Texas. In this role, you will lead end-to-end product delivery processes, optimize supply chain operations, and enhance customer experiences. Candidates should have over 5 years of relevant experience in product delivery, strong leadership abilities, and a history of implementing continuous improvement processes. This position is critical for implementing key solutions that ensure quality and customer satisfaction. #J-18808-Ljbffr

Introductory Marketing Language Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Physical Energy Scheduling team to partner with the Business to provide a comprehensive view of managing physical gas, power and natural gas liquids data on a proprietary platform. Job Summary As an Associate on the Physical Energy Scheduling team, you'll be exposed to these markets on a daily basis in covering a suite of Natural Gas pipelines and will have the opportunity to drive automation in the Physical Energy space. The Physical Energy Scheduling team is located on the Corporate Investment Bank (CIB) Commodities trading floor in Houston, TX focused on handling all physical logistics for Natural Gas, Power, and Natural Gas Liquids executed by the CIB Markets trading business. The team is part of the wider CIB Markets Operations organization. Job Responsibilities: Communicate with internal trading teams and counterpart scheduling teams regarding energy physical positions Submit and managing physical gas, power and natural gas liquids data on a proprietary platform Assist in the automation of physical energy scheduling processes Manage nominations, confirmations, imbalances, and other related activities on various natural gas pipelines Monitor and resolving volumetric discrepancies in energy physical products Track and interpret pipeline curtailments and operational issues; using applications and pipeline electronic bulletin boards or communicating with pipeline transportation representatives. Partner with other lines of business on training and verification of physical energy products, such as pipeline invoicing and volume reconciliation front to back processes Required Qualifications, Capabilities, and Skills Minimum of 3 years energy relevant experience with an advanced understanding of Natural Gas logistics Must be comfortable with technology projects and initiatives and have aptitude to quickly learn new technical software Positive attitude on working with internal and external teams Excellent attention to detail along with the ability to provide accurate and timely Strong communication (both verbal and written) and interpersonal skills Ability to prioritize and manage multiple assignments with competing deadlines Preferred Qualifications, Capabilities, and Skills 5 years experience in physical gas scheduling Physical power experience Advanced technical skills in Excel Proven track record of process improvement and strategic initiative participation Strong stakeholder management skills

As a Specialist, Advisor Commission. You will be responsible for calculating independent travel advisor commissions and employee incentives. In this role you will require strong organizational skills, attention to detail, and the ability to collaborate across departments to ensure accurate and timely processing of commission payments. Job Responsibilities: Prepares monthly commission calculations for independent travel advisors participating in the variable compensation program. Audits commission calculations and reports to identify and resolve discrepancies. Tracks, documents, and amends commission payment records as needed. Serves as the primary point of contact for payroll commission inquiries and research invoice discrepancies. Maintains and updates commission records and files. Collaborates with multiples departments to ensure accurate processing of commission payments. Answers commission and financial questions by researching and interpreting data. Responds promptly to internal client needs with excellent communication and follow-up. Assists with special projects and ad-hoc requests as assigned. Projects a positive attitude with high energy, diplomacy, and creativity in work strategies. Embodies FROSCH core values: Respect, Integrity, Excellence, Communication, Commitment, and Delivering the Unexpected. Required Qualifications, Capabilities, and Skills: Demonstrates Proficiency with Microsoft Office (Outlook, Word, Excel, Teams). Capable of working both independently and collaboratively within a team. Extremely organized, detail-oriented, and thorough in record-keeping. Able to maintain poise and professionalism while meeting deadlines. Keen sense of urgency and flexibility to adapt to changing needs. Preferred Qualifications: Minimum of 2 Plus years of experience within the travel industry. Experience in commission calculation or payroll processing.

**Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. **Job responsibilities** + Coaches and mentors the branch team by providing training on products and services. + Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. + Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. + Builds role as the internal and external mortgage expert and maintains good relationships with customers. + Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. **Required qualifications, capabilities, and skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + 3+ years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent written and oral communication skills + Knowledge of FHA, VA, FNMA, and FHLMC guidelines **Preferred qualifications, capabilities, and skills** + FHA/VA sales experience + Marketing, promoting, relationship building, and consulting skills + Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: * Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers * Complete operational activities while minimizing risks under established policies * Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization * Receive direction from managers and exercises judgment within defined policies and procedures * Escalate questions and issues to more experienced roles * Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions * Identify information and services to meet customers financial needs Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Ability to educate and connect customers to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and team members * Experience working with others on a team to meet customer needs * Cash handling experience * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Well-organized, independent and able to prioritize in a fast-paced environment * Ability to exercise judgment, raise questions to management, and adhere to policy guidelines * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: * Ability to work a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship Posting Location(s): * 22420 Community Dr, New Caney, TX 77357 Posting End Date: 25 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

JobID: 210686976 JobSchedule: Full time JobShift: : We have an exciting and rewarding opportunity for you to take your software engineering career to the next level. As a Software Engineer III at JPMorgan Chase within the Corporate Technology Finance and Risk Warehouse SRE Team, you will solve complex and broad business problems with simple and straightforward solutions. Through code and cloud infrastructure, you will configure, maintain, monitor, and optimize applications and their associated infrastructure to independently decompose and iteratively improve on existing solutions Job responsibilities * Guides and assists others in the areas of building appropriate level designs and gaining consensus from peers where appropriate * Collaborates with other software engineers and teams to design and implement deployment approaches using automated continuous integration and continuous delivery (CI/CD) pipelines * Collaborates with other software engineers and teams to design, develop, test, and implement availability, reliability, scalability, and solutions in their applications * Implements infrastructure, configuration, and network as code for the applications and platforms in your remit * Collaborates with technical experts, key stakeholders, and team members to resolve complex problems * Understands service level indicators and utilizes service level objectives to proactively resolve issues before they impact customers * Supports the adoption of site reliability engineering best practices within the team Required qualifications, capabilities, and skills * Formal training or certification on software engineering concepts and 3+ years applied experience * Strong analysis, research, investigation, and evaluation skills, with a structured approach to problem solving. * Specialized ETL knowledge in Spark * Experience with monitoring and observability tools, including Dynatrace, Open Telemetry (OTEL), Prometheus, Datadog, and Grafana, particularly in dashboard development * Proficient in at least one programming language such as Python, Java/Spring Boot, Scala, and/or .Net * Working knowledge of Kubernetes, Dockers, any other containers technology * Experience managing and developing/deploying on Cloud (private cloud or public cloud) * Knowledge of GIT, BitBucket, Jenkins, SONAR, SPLUNK, Maven, AIM and Continuous Delivery tools * UNIX file management & administration and good shell scripting experience * Production working knowledge of Databricks and Apache Airflow on AWS * Willing to work weekend support Preferred qualifications, capabilities, and skills * Developing/deploying and running Ab Initio (ETL Tool) on a public Cloud like AWS * AWS and/or Databricks certification * Experience developing and running data pipelines using PySpark * Oracle (v9i/10/11/19c ) running on Exadata, Ansi SQL, PL /SQL Stored Procedures support/development * Working Knowledge of Control-M/Autosys scheduling package * Knowledge/experience in Hadoop environment administration, release deployments to Hive/HBase, supervising Hadoop jobs, performing cluster coordination services

JobID: 210693124 JobSchedule: Full time JobShift: : Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management. As the Tech Risk & Controls Lead - Audit & Issue Management within the Risk Management Team, you will ensure the clarity and quality of identified technology risks from all Lines of Defense, focusing on root cause analysis and resolution recommendations. You will work closely with LOB technologists, assessment teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals. Job responsibilities * Ensure the clarity and quality of identified technology risk from all Lines of Defense, focusing on root cause analysis and resolution recommendations. * Ensure only qualified technology risks are entered into CORE and adhere to Global Technology quality requirements for Issues. * Provide auditability, risk, and sustainability advisement for all identified Issues. * Ensure Issue Action Plans (APs) sufficiently and sustainably address identified risk. * Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals. Required qualifications, capabilities, and skills * Formal training or certification on security concepts and technology audit with 5+ years of applied experience. * Good experience in technology audit, expertise in technology risk management, with a focus on managing risk identification, assessment, and mitigation * Demonstrated proficiency in audit and risk management practices . * Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements. * Proficient knowledge and expertise in data security, risk assessment and reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies. * Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives. Preferred qualifications, capabilities, and skills CISA, CRISC, or similar industry-recognized risk and risk certifications. #CTC

JobID: 210696118 JobSchedule: Full time JobShift: Base Pay/Salary: San Diego,CA $100,000.00-$120,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position. Job responsibilities * Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models * Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research * Develop an understanding of clients' Treasury cash management structure and objectives * Coordinate with product partners to develop comprehensive Treasury solutions * Develop and understand competitors' products and positioning within the client & market * Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately * Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing Required qualifications, capabilities, and skills * Bachelor's Degree * Three+ years' relevant banking and treasury experience * Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment * Superior verbal and written communication skills with the ability to mobilize internal networks and resources * Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures * Proficiency in Microsoft Office (PowerPoint, Excel and Word) * Ambition to develop into an individual sales contributor Preferred qualifications, capabilities, and skills * Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions * Sales, portfolio management or relationship management experience * Qualitative and quantitative skills FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Houston, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. 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. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. 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. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results + Demonstrates a client-centric mindset, always acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) + Possesses industry knowledge and an understanding of investment products + Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment with changing and evolving responsibilities + Is detail oriented + Demonstrates a commitment to continuous learning and professional growth + Exhibits sound judgment and discretion when handling sensitive information + Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce + Demonstrates professional verbal and written communication skills **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.** **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

JobID: 210620809 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $123,500.00-$230,000.00 Bring your expertise to JPMorgan Chase and join a leading team of ABL credit risk professionals. In Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient and your work will have a direct impact supporting responsible business growth while anticipating new and emerging risks. Further, using your expert judgement you work to solve real-world challenges that impact our company, customers and communities. Our culture is all about thinking outside the box, challenging the status quo and striving to be best-in-class As a Lead Credit Officer in Asset Based Lending Credit Risk, you will be part of the firm's risk governance framework and a critical member of the risk management team. The Asset Based Lending team primarily provides working capital revolving lines of credit and fixed asset loans to corporate clients. Credit Officers on the Investment Bank Asset Based Lending team manage a portfolio of accounts new business transactions. Job Responsibilities * Manage portfolio of ABL clients, monitor financial performance trends, borrowing base trends and lead ABL credit relationship with borrower and internal stakeholders * Perform due diligence for loans, derivatives, leases and cash management including: financial due diligence, financial and /or liquidity modeling, field exam, appraisal and legal diligence * Lead ABL credit structuring and legal document negotiations * Partner with Bankers, Corporate Credit partners, Debt Capital Markets, Treasury Services, Leasing, Derivatives and Loan Operations Required qualifications, capabilities, and skills * Minimum 5 years' experience in commercial banking, credit risk, portfolio management with Asset Based Lending financing knowledge * Strong understanding of capital markets, financing structures, derivatives and cash management products as well as related documentation * Excellent communication and presentation skills - both written and verbal * Ability to think critically and multitask in a fast-paced environment * Strong interpersonal and relationship development skills * Proficiency in Microsoft Excel, Word, PowerPoint and Outlook * Bachelor's degree Preferred qualifications, capabilities, and skills The following additional items will be considered but are not required for this role * Formal credit training program a plus * Bachelor's degree in Accounting or Finance preferred

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you. As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience. **Job responsibilities** + Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses + Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems + Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio + Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase + Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000 + Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected + Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution **Required qualifications, capabilities, and skills** + Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience + Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally + Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes + Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client + General knowledge of core business products and services including deposit, lending, and cash management + Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint **Preferred qualifications, capabilities and skills** + Bachelor's degree in Finance or related field, or equivalent work experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development Support Manager within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives. Job Responsibilities * Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. * Manage timelines, and deliverables for field execution. * Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice. * Monitor progress, identify risks, and resolve issues that arise during implementation. * Collect and analyze feedback from field teams and clients to inform continuous improvement. * Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation. * Bachelor's degree in Business, Finance, or related field * 7 + years of experience in business development, project management, sales management or implementation roles within financial services. * Proven track record of managing complex projects and cross-functional teams. * Strong organizational, analytical, and problem-solving skills. * Excellent communication, presentation and stakeholder management abilities. * Knowledge of financial products, services, and regulatory requirements. * Experience in coaching Advisors or a sales team * Travel required 50% of the time Required qualifications, skills, and capabilities * Bachelor's degree in Business, Finance, or related field * 7 + years of experience in business development, project management, sales management or implementation roles within financial services. * Proven track record of managing complex projects and cross-functional teams. * Strong organizational, analytical, and problem-solving skills. * Excellent communication, presentation and stakeholder management abilities. * Knowledge of financial products, services, and regulatory requirements. * Experience in coaching Advisors or a sales team * Travel required 50% of the time Required Licensing * A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment * If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam * A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Skills * Executive presentation and communication skills * Change management * Cross-functional collaboration * Data analysis and reporting * Training and facilitation INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Why Corporate Banking? A Corporate Banker is a relationship-driven corporate finance professional, who is an expert in matching clients' needs with banking solutions. The Corporate Banker fully embodies Bank of America's motto and core value "What would you like the power to do?" by leveraging their deep understanding of the financial challenges corporate clients face to effectively deploy the bank's capabilities and resources to help them achieve their goals. As a Corporate Banker, you'll be the hub in the wheel of Bank of America's products and services for our corporate clients, driving the dialogue and working in partnership with products experts from each group to deliver the bank's full platform to clients in a timely, smooth and coordinated manner. Corporate Banking vs. Investment Banking Corporate and Investment Banking are both relationship-focused roles. Although the two groups, which are both organized by industry, often work closely together and even sit on the same floor, there are fundamental differences: * The Corporate Banker is the gatekeeper of three of the core pillars of the bank's offering, Debt & Credit Ratings, Risk Management and Treasury Solutions, while the Investment Banker is the gatekeeper of two of the core pillars, M&A and Equity * The Corporate Banker key contacts are the Treasurer, Assistant Treasurer and CFO while the Investment Banker's key client contacts are the CEO, CFO and Business Development Manager * As the Corporate Banker and Investment Banker work in parallel, making sure corporate clients can access the full breadth of the bank's offering, their paths often intersect on strategic client discussions and transactions and on building and maintaining strong relationships with key client executives Why Bank of America? Bank of America is one of the world's leading financial institutions, serving individuals, businesses, large corporations, and governments with a broad, comprehensive range of solutions to their complex financial issues. Bank of America strives to be a place you can be proud and happy to work at. It is a diverse, inclusive workplace where employees are valued for their individual strengths and perspectives, supported in growing their careers and recognized and rewarded for their contributions. Why our Summer Internship program? The Summer Analyst program is a collaborative and motivating program designed to offer you broad and exciting exposure to the full range of products and services we offer to our clients and to empower you to make an impact, with the support of an extensive formal training offered at the start of the program and mentorship throughout. Our Summer Analyst program will set you up for success, by providing you with analytical based work experience focused on the financial markets, true insight into life as a Corporate Banker and a strong platform to launch your career. As a Summer Analyst, your key responsibilities may include but will be not limited to the below - don't worry if these tasks don't make sense yet, we are here to guide you! * Working on live deals * Preparation of internal materials from compliance clearance to deal approval memos for transaction capital committees * Preparation of external materials such as working group lists, due diligence questionnaires and lender presentations * Working on client pitches, helping strengthen and expand the relationship * Preparation of relationship overview and coverage team pages * Performance of various financial analyses including capital structure and credit ratings analysis, WACC analysis and fire power analysis * Peer analysis, such as liquidity, capital allocation, capital structure and fixed to floating profile analysis * Working on the day-to-day client relationship, helping clients solve any issues or needs that might arise Qualifications * Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 * 3.5 minimum GPA preferred and can demonstrate a track record of superior performance in extracurricular and professional activities * Distinguished written and oral communications skills * Strong analytical and organizational skills and attention to detail * Proactivity, curiosity, ability to learn quickly, team focus, strong work ethic * Dedication to building a career in the corporate banking industry, coupled with a strong desire to learn and succeed in team environments Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. 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. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. 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. Job Description: The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships. Core responsibilities Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients (This role does not have any specific client acquisition goals). Design, create and effectively deliver presentation pieces for client meetings and national events Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships. Skills: Business Development Critical Thinking Oral Communications Presentation Skills Wealth Planning Active Listening Collaboration Customer and Client Focus Pipeline Management Written Communications Adaptability Attention to Detail Issue Management Prioritization Desired Skills: 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals Strong Tax, legal research and writing skills Series 7 & 66 or the ability to obtain these within 120 days Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher) Minimum Education Requirement: Law degree required The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Shift: 1st shift (United States of America) Hours Per Week: 40

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Trust Senior Associate (TSA), Private Banking, Houston, TX - The Trust Senior Associate (TSA) is a specialist role assisting trust officers with all phases of trust relationship servicing and administration. In this capacity the TSA will interact with Merrill Financial Advisors (FAs) and their teams, clients and/or clients' outside advisors directly or as a research resource. The TSA will coordinate the internal delivery of trust services through the appropriate channels within the Fiduciary Solutions and/or Trust Operations groups. It is recognized that candidates may not have specific trust experience and/or familiarity with the company's risk parameters and policies and procedures. Applicants who are detailed oriented, can work independently and have a willingness to learn the required skills for this role are viable candidates. Strong verbal and written communication skills are critical for this position, as it requires significant telephone and written interaction with clients, their Financial Advisors and intermediaries. Responsibilities: Partner with client teams, business partners and centralized service teams to deliver Private Bank capabilities and solutions related to:. Proactive client servicing such as meeting material preparation and family tree updates. Supporting a seamless client experience and timely responses by researching inquiries from clients, Advisors and Centers of Influence. Facilitating tax reporting process by researching cost basis, responding to internal requests for information, obtaining outstanding tax documents from external sources and furnishing tax documents as requested to clients and their personal tax preparers. Perform tasks necessary to mitigate fiduciary risks though multiple routines and processes: Monitoring of cash balances including overdraft remediation and addressing excess cash holdings Review of prior day activity reports Raising cash Investment Policy Statement reviews/updates Discretionary Action Form preparation and supporting documentation review Updating account coding in response to changes in circumstances and/or completion of periodic account reviews Fee acknowledgement preparation Deceased Client Notification process and action items Account maintenance, such as establishment and updates to interested party records Know Your Client refreshes Monitoring of RMD status for IRAs and private foundations Support ad-hoc administrative and strategic projects, prepare reports and conduct research. Adhere to Private Bank and Enterprise risk framework and comply with regulatory and legal requirements. Minimum two (2) years experience in a client-facing or financial services operations role Skills: Active Listening Adaptability Attention to Detail Emotional Intelligence Prioritization Collaboration Critical Thinking Decision Making Oral Communications Written Communications Drives Engagement Innovative Thinking Mentoring Networking Problem Solving Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent; Bachelor's degree preferred. For internal employees: participation in a work from home posture does not make you eligible to post. Shift: 1st shift (United States of America) Hours Per Week: 40

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Global Commercial Banking is the Middle Market segment of Bank of America - serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior teammates who will build their business development skills and develop a high level of proficiency in the financial services solutions and capabilities that Bank of America delivers to our Commercial clients. This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions. Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years. Responsibilities: Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities Required Qualifications: Minimum 3 years of previous business experience Demonstrates initiative/self-motivation Possesses strong interpersonal skills Possesses strong analytical and financial modeling skills Understanding of corporate financial statements Demonstrates strong critical thinking skills Demonstrates the ability to independently make decisions Desired Qualifications: Bachelor's Degree in Accounting, Finance, or related area Formal Commercial Credit Training Skills: Financial Analysis Market Analysis Client Management Capital Structure Analysis Negotiating and Influencing Relationship Building Pipeline Management Client Solutions Advisory Referral Identification Data and Trend Analysis Risk Management Business Development Data Visualization Continuous Improvement Project Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * 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 plan * Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank * Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities * Presents 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 messaging * Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs * Responds to client requests and makes referrals to appropriate internal partners based on client needs * Partners 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 Skills: * Client Management * Client Solutions Advisory * Customer and Client Focus * Referral Identification * Risk Management * Client Experience Branding * Credit Documentation Requirements * Credit and Risk Assessment * Pipeline Management * Referral Management * Attention to Detail * Collaboration * Issue Management * Prospecting * Relationship Building Required Qualifications: * Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of: * Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year * Knowledge of credit and home lending requirements * Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. * Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone. * Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information. * Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. * Strong written and verbal communications skills. * Ability to handle ambiguity and adapt to changing circumstances. * Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. * Can be flexible to work weekends and/or extended hours as needed. * A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. * Ability to learn and understand technology. * Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies. Desired Qualifications: * Experience working in a financial center where goals were met or exceeded. * Knowledge in analyzing and comprehending complex financial data and providing financial alternatives. * Knowledge of banking products and services. * Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. * Experience in a loan origination role in a retail environment and knowledge of * Mortgage Products (Conventional, Jumbo and HELOC, Government) * Structuring, Processing, underwriting and closing procedures * Federal regulations governing real estate lending * FHA and HUD guidelines * Other Lending Products (Credit Card, Vehicle Loans) * Strong computer skills including MS applications and previous experience utilizing laptop technology. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. 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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing 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 the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: * Recommends financial advice and guidance that align with client financial goals and needs * Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank * Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities * Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs * Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs * Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience Required Qualifications: * Has demonstrated experience and proven success with business-to-business sales and/or small business banking * Has strong communication skills with the ability to effectively influence clients * Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution * Has a proven sales track record * Can build productive partnerships and working relationships * Is experienced with outbound phone sales Desired Qualifications: * Experience with financial information, spreadsheets and financial skills * Experience with in-person customer service and sales * Experience working with small business clients * Experience meeting or exceeding goals * A working knowledge of small business products and services * Bilingual skills Skills: * Client Management * Client Solutions Advisory * Customer and Client Focus * Referral Identification * Risk Management * Client Experience Branding * Credit Documentation Requirements * Credit and Risk Assessment * Pipeline Management * Referral Management * Attention to Detail * Collaboration * Issue Management * Prospecting * Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40