BankNewport jobs - 281 jobs

Actively participate in the BankNewport Internship by assisting the department with various duties and tasks. At the culmination of the internship, the intern will create a final presentation to showcase the skills and knowledge acquired through the program. This Internship is full time, on - site located in Middletown, Rhode Island. Responsibilities PRIMARY RESPONSIBILITIES Responsible for providing administrative support to the Human Resources team including but not limited to entering budget items, updating master procedure list, input employee calendars, and creating department organizational charts Assist the recruiting team with applicant phone screenings and ICIMS tracking Observe interviews and receive first-hand knowledge of how they are conducted Develop a working knowledge of HR information databases and searchable resources Assist with Service Awards Assist in administering New Hire Orientation Scan and index Identifi personnel records and benefit bills Monitor, track and report exit survey and employee feedback form responses Qualifications REQUIRED QUALIFICATIONS High School Diploma/ GED Equivalent Must be current undergraduate or graduate student at an accredited college or university Physical Requirements Any physical demands or work conditions described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable Accommodation may be made to enable individuals with disabilities to perform the essential functions. Employees need to have the ability to: Travel independently to the position's primary work location, other bank properties and work-related activities or events at locations outside the Bank. Effectively communicate and exchange accurate information and ideas so others will understand. Independently 0perate a computer and other office machinery, such as a calculator, copy machine, printer and software programs related to the position needed to complete the primary functions. Sit or stand at a workspace and use a computer or other equipment for prolonged periods of time. Meet the work schedule requirements for physically working in the branch during normal business hours to effectively meet business needs. Move office items weighing up to 35 pounds. SUPERVISORY SCOPE None BANKNEWPORT CORE VALUES We celebrate individuality We empower employees to be creative problem solvers We invest and take the time to really get to know our customers We commit to serving the financial needs of Rhode Islander's BankNewport is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity or expression, pregnancy, childbirth or related medical conditions, military service, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.

As the Liquidity Operations Specialist, you will be responsible for facilitating, monitoring, and validating the onboarding and servicing processes for Special Liquidity products. This role requires maintaining expertise in operational capabilities, systems, and products, ensuring high-quality execution of tasks, and providing exceptional support to Special Liquidity sales and service teams. Primary responsibilities include * Detail focus on managing and quality assuring operations related to Special Liquidity products; overseeing and routing operations tickets, performing daily account monitoring and reporting, and researching issues related to treasury services and entitlements; facilitating authorized disbursements, managing exceptions, and handling wire deletions. * Facilitate, monitor and validate onboarding and servicing processes for Special Liquidity products, maintaining expertise in operational capabilities, systems, and products, and managing tickets and cases for Core Ops teams; facilitating post-execution documentation, sending welcome letters with wiring instructions, and enabling portal enrollment and setup; addressing exception requests, managing mailboxes for sales and service teams, and channeling requests for amendments, disbursements, triggering, termination, and ops exception requests. * Disbursement validation, periodic monitoring and reporting, error correction through Salesforce reports, and managing the Special Liquidity library for operational guidance, processes, and procedures; periodic control testing and refresh exercises, ensuring that all operational activities are conducted efficiently and accurately. Qualifications, Education, Certifications and/or Other Professional Credentials * Required Qualifications * Bachelor's degree in business administration, Finance, or a related field. * Proven experience in operations management, preferably within the financial services industry. * Strong analytical and problem-solving skills. * Excellent communication and interpersonal skills. * Proficiency in relevant software and systems (e.g., Salesforce, Microsoft Office Suite). * Preferred Qualifications * Advanced degree or certification in a related field. * Experience with Special Liquidity products and services. * Knowledge of treasury services and entitlements. * DACA/BACA knowledge. Hours & Work Schedule * Hours per Week: 40 hours * Work Schedule: 8:30-5:30pm Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award

The Operational Risk Management (ORM) Methodology Team is seeking an Operational Risk Management Analyst who will be responsible for assisting and supporting the planning, execution, and ongoing review of the Operational Risk Management Methodology Frameworks and driving change specifically related to Issue Management and Findings Management. Assist with development, monitoring, and assessment of Key Programs Risk Metric, standards, and procedures. Work closely with Front Line Units to drive implementation of program policies, and ongoing improvement of the Issue Management and Findings Management Methodology. To thrive as a colleague at Citizens, candidates must demonstrate a strong customer-centric mindset, exhibit persistence and resilience in the face of challenges, and embrace continuous learning to adapt and grow in a dynamic environment. Primary responsibilities include: * Serves as an advisor and support the Operational Risk Management Programs specifically related to Issue Management and Finding Management. Assist with managing the risk program and the implementation of changes by providing updates through partnership with Front Line Units through working groups and trainings, as necessary. * Make and implement required changes and enhancements to the Issue Management Operational Risk Framework Methodology, Minimum Requirements, departmental procedures, and related guidance and training to ensure alignment with Heightened Standards, industry best practices, while driving a Strong Independent Risk Management rating. * Assist with Issue Management Enterprise Risk Appetite Metrics, Key Risk Indicators, and Key Performance indicators to include Executive Risk Reporting in GRC, providing commentary around limit breaches and metrics that exceed threshold. Manage the documentation of key risk metrics and conduct research and analysis on metrics that exceeded threshold/limits in order to provide meaningful analysis and conclusions to executive leadership through reporting. Explore opportunities for ongoing enhancements and automation of Key Risk Indicators and reporting. * Produce commentary and analysis of Operational Risk Frameworks, assessing the Front-Line Units performance and adherence to methodology levering Key Risk Indicators and risk analytics for inclusion in Monthly Risk Committee Reporting and Quarterly Enterprise Risk Opinion. * Manage, support, and assist with both internal and external exams. Works closely with regulatory agencies and assists with regulatory exams. Ensure appropriate exam outcomes through exam management protocols. * Partner with the Governance Risk and Compliance (GRC tool) team to update and maintain Risk Framework Modules with GRC to support ongoing processes enhancements and methodology updates. Support Front Line Unit requests related to GRC. * Develop and maintain strong relationships with members of the Front and Second Line and other stakeholders to promote cross -functional risk management capabilities and compliance. * Maintain knowledge of new or emerging risk management methodologies through professional networking and participating in industry forums. * Ensure complete adoption of the Issue Management and Findings Framework within businesses line and Front-Line Unit in accordance with Risk Framework and Methodology. * Produce and assess Issue Management Key Risk Metrics and report results across businesses and functions, prior to aggregation and executive reporting. * Function as a trusted advisor and central point of contact across the three lines of defense as well as internal and external stakeholders. * Drive communication, solutioning, and process and methodology enhancements through Working Session and Risk Forums at all levels of the organization. Collaborate effectively with cross-functional teams and build strong relationships with stakeholders at all levels of the organization * Qualifications: * 3-6 years of relevant experience within the Banking Industry, Financial Services, compliance, Front Line Risk, Operational Risk, Internal Audit, and/or Regulatory Agency * Operational Risk Management experience. * Experience with Operational Risk management Frameworks to include Issues Management, and Control Assessment. * Knowledge of regulatory guidance pertaining to Enterprise and Operational Risk. * Familiarity with Governance Risk and Control (GRC) tools (Archer preferred). * Technical proficiency in Microsoft Excel, Word Visio, and PowerPoint. * Strong analytical capabilities to provide data-centric insights. * Excellent communication skills and experience producing high-quality materials for management consumption. * Strong project management skills: ability to prioritize tasks, meet deadlines, and manage multiple projects simultaneously. Education * Bachelor's Degree: Accounting, Business, Risk Management, Finance, Economics or equivalent field or equivalent work experience. * License or Certification: preferred by not required Hours & Work Schedule: 4 days in the office, 1 working from home * Hours per Week: 40 * Work Schedule: Monday-Friday Pay Transparency The salary range for this position is $60,000-$90,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Citizens will not sponsor an applicant for a work visa, such as an H-1B, for this position. #LI-Citizens2 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award

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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent 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

Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get * Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. * Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually * Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. * Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications * High School degree or GED required * 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals * Ability to effectively ask questions and identify needs to improve the customer relationship * Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions * Demonstrated skills in using digital technology to support the delivery of business goals * Aptitude to problem solve and provide solutions to customer issues * Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration * Self-motivated, confident and ability to multitask effectively * Ability to work branch hours, which can include weekends and evenings * Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. * Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience * 1 year cash handling experience Hours and Work Schedule * Hours per Week: 40 * Work Schedule: Varies with branch needs and may include weekends and evenings * Pay Transparency: The salary range for this position is $25.00 - $29.00/per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion" Human Rights Campaign Corporate Equality Index 100 Award

Providence, Rhode Island **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 **Desired Qualifications:** + Series 7 & 66 (or combination of 63 & 65) preferred **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 **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.

Citizens Enterprise Market Risk Management, a second line Risk Management function, is looking to hire a Treasury Oversight analyst. The candidate will be part of a team supporting our independent Liquidity Risk Management and Interest Rate Risk Oversight Framework. The successful candidate will report to the Head of Treasury Risk Oversight working in coordination with Treasury teams. The incumbent will be responsible for performing risk management oversight through effective review and challenge, formal assessments, and continuous monitoring related to interest rate risk in the banking book activities. The incumbent should have basic knowledge of Net Interest Income (NII) and Economic Value of Equity (EVE) concepts. To thrive as a colleague at Citizens, candidates must demonstrate a strong customer-centric mindset, exhibit persistence and resilience in the face of challenges, and embrace continuous learning to adapt and grow in a dynamic environment. Core Responsibilities: * Supports the design and execution of review and challenge assessments of Treasury practices against regulatory and corporate expectations. * Independently assess key inputs and results of Asset Liability Management modeling processes. * Work within established timelines to deliver assessments and risk position monitoring, which are key inputs into annual program opinions. * Responsible for continuous monitoring of NII and EVE exposures against limits and suggest and/or develop additional metrics and/or alternative risk views as needed. * Support independent review of non-maturity deposit modeling, prepayment modelling, among others, in coordination with the team and model validation function. * Identify and escalate exceptions to risk limits, policies, and procedures. * Acting as a partner with Treasury identifying areas of improvement and achieve efficiencies. * Working in partnership with Model Validation, the review and challenge of sub-model appropriateness supporting asset and liability management, NII forecasting, EVE, etc. * Effectively participate in EMRM governance and help formulate and drive EMRM strategy. * Establish partnerships with the various stakeholders across the three lines of defense. Qualifications: * 2+ years of experience in Treasury, Risk, or business line related functions. * Ability to analyze large sets of data, workflow processes, risk profiles, and concisely summarize and/or represent effectively as management information. * Strong verbal and written communication skills are required. * Experience related to Treasury functions in the capacity of asset liability management (Net Interest Income, Economic Value of Equity) concepts, funding/liquidity management, funds transfer pricing, or investment portfolio management is desired. * Experienced with Excel, VBA, SQL (a plus), QRM (a plus). * Degree in Finance, Economics, Engineering, or related field * Relevant professional designations (e.g., CFA/FRM) are a plus. Education: * Degree in Finance, Economics, Engineering, or related field * Relevant professional designations (e.g., CFA/FRM) are a plus. Hours and Work Schedule: * Hours per Week: 40 * Location: Boston MA, Westwood, MA, or Johnston RI * Work Schedule: Monday - Friday, 4 days in the office, 1 day remote. Pay Transparency The salary range for this position is $92,000-$137,8000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Citizens will not sponsor an applicant for a work visa, such as an H-1B, for this position. #LI-Citizens2 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award

Starting Salary: $19 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You'll greet our customers in our lobbies. You're comfortable enough with technology to demonstrate how to use our mobile app, or our ATMs, to complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step. Your knowledge of Citizens products and benefits will educate customers, and allow you to effectively respond to questions and/or concerns. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get * Meaningful work & relationships - Help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. * Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually. * Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. * Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications * High School degree or GED * Bilingual in Spanish * Minimum of 6 months experience processing transactions (cash and/or digital payments) * Minimum of 1 year demonstrated customer experience, recommending and referring products and services to customers * Strong listening and communication skills * Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship * Ability to problem solve and provide solutions to customer issues * Customer-centric to deliver exceptional service * Comfortable with using digital technology to support the delivery of business goals * Ability to work branch hours, which can include weekends and evenings * Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred Skills/Experience * 1 year of experience processing transactions (cash and/or digital payments) * Motivates others, like teammates, business partners, and specialists, through collaboration * Process-oriented, energetic, detail-oriented and ability to multitask effectively Hours & Work Schedule * Hours per Week: 40 * Work Schedule: Varies with branch needs and may include weekends and evenings Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion" Human Rights Campaign Corporate Equality Index 100 Award Fair360 Top Regional Company FORTUNE's World's Most Admired Companies Military Friendly Employer

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 comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Schedule: * Monday - Fridays and rotating Saturdays Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 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: Typically has 7+ years workout/corporate loan experience. Reports to the credit products head - special assets or the international special assets regional manager. Primary market contact for both internal and external communications. May have managerial responsibility for all levels of credit products special assets associates in assigned market. Experience includes knowledge of bankruptcy law, workout strategies, and commercial credit analysis, structuring and market dynamics. Has corporate special assets credit approval authority and, may become directly involved in workout strategies/negotiations. May have international responsibilities and therefore require familiarity with a multitude of different banking and legal systems, as well as senior level bankers and governmental agencies. Lead workout negotiations on agented deals where the bank is lead agent. The Special Assets Group (SAG) Corp/Comm Senior Portfolio Officer is responsible for managing a portfolio of problem commercial credit exposures, with an emphasis on the most complex and high-risk credits. The role is central to protecting the bank's interests by developing and executing effective workout and resolution strategies focused on reducing the volatility and severity of losses and, when possible and appropriate, to maximize revenue and growth opportunities through rehabilitation and retention of existing client relationships. Responsibilities: * Manage a portfolio of high-risk/criticized or distressed commercial loans. * Develop and execute workout and resolution strategies tailored to each credit situation. * Serve as the primary contact for all loan-related communications, including borrowers, bank participants, legal counsel, and internal/external stakeholders. * Monitor borrower performance, financial condition, and covenant compliance to ensure timely risk rating adjustments and proactive issue identification. * Prepare credit approval documents, justify recommended strategies, and present to senior leadership for decisioning. * Support asset quality forecasting and reporting efforts. * Ensure compliance with internal credit policies and applicable regulatory requirements. * Collaborate with LOB partners, legal teams, and external bank groups to drive resolution outcomes. * Coach and mentor junior associates on the team to help develop credit and corporate workout skills. Required Qualifications: * Minimum of 7+ years of experience in corporate workout, credit restructuring, or related risk management experience. * Strong credit analysis and underwriting skills, including risk rating, structuring, and covenant assessment. * Analytical/technical skills, including financial accounting, modeling and loan structuring * Strong communication skills; ability to communicate vertically, horizontally, and externally * Industry knowledge across multiple sectors Desired Qualifications: * Knowledge of Business Law, a legal aptitude, strong knowledge of contracts, and knowledge of bankruptcy law * Ability to work independently on complex transactions while exercising sound credit judgment * Knowledge of ancillary banking products such as treasury services, derivatives, commercial cards, and deposits * Strong Knowledge of Commercial Loan Documentation * Knowledge of Commercial Credit Structure * Ability for problem solving / critical / creative thinking / mental flexibility * Strong Negotiation Skills * Ability to think strategically, with an eye for detail Skills: * Adaptability * Collection Management * Critical Thinking * Problem Solving * Risk Management * Credit and Risk Assessment * Decision Making * Financial Analysis * Legal Structures and Legal Forms * Underwriting * Client Management * Loan Structuring * Negotiation * Oral Communications * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

As the Non-Performing Loan Specialist II, you will work interchangeably and flexibly in both the Non-Performing Loan (Equity Analysis) and OREO areas of Portfolio Administration. Using your real estate expertise and market knowledge, you will analyze and evaluate market data to determine the net realized value of a property or the financial risk involved by the sale of a property in a particular geographic location to limit loss. Based on your research, you will decide to 1) pursue foreclosure, 2) partially write down the loan resulting in a lower book balance or 3) charge off the loan. Primary responsibilities include: Using knowledge of current real estate market trends and dynamics, obtains current information about real estate secured loans. Decides on the appropriate course of action which results in the least amount of risk to the institution. To this end, he/she approves foreclosures and losses. Performs an equity analysis including OREO research, foreclosure volumes and analysis of market data to determine if there is any net residual value in the property and if foreclosure and subsequent required write down to the net realizable value is needed. Recommends charge off, write down, or OREO marketing strategies to the NPL or OREO Manager respectively through the preparation of well documented packages. Recognizes and reacts to issues and problems that may affect policy or procedures. Challenges the status quo with respect to policy, procedure, and process and makes recommendations for change Must be cognizant of current and future internal policy and procedures, state and federal regulations and accounting rules. Directs vendors to secure data such as valuations and senior lien amounts to determine equity and ensure that negotiated pricing and service levels are followed. Reviews the data supplied by the vendors for accuracy and takes corrective action or instruct the vendors to do so. Ensures that financial data hits the appropriate accounts in the correct timeframe. Prepares, reviews, and adds commentary to Credit Risk and Compliance reporting for the NPL Department. Communicates projected and actual loss, along with drivers and root cause of variances to expectations. Participates in ad hoc or special projects as needed. Qualifications: 3+ Experience in Default Operations Familiarity with Residential Real Estate default lifecycle activities (Foreclosure, OREO, etc.) Familiarity with credit and accounting rules related to loss recognition of property secured loans. Ability to manage large volumes of transactions across multiple platforms and ensure adherence to policy and procedures. Excellent written and verbal communication skills Ability to collaborate across multiple functions (credit, accounting, foreclosure, loss mitigation, etc.) to solve problems and provide transparency around losses to stakeholders. Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday-Friday, 4 days a week in office, 1 day remote in Johnston, RI.

The Senior Credit Analyst's primary responsibility is to analyze and interpret financial statements and related information of commercial loan customers and prospects for the purpose of preparing credit approval memorandums. During the underwriting process, the Senior Analyst will determine creditworthiness by evaluating risks and report salient facts in collaboration with the Loan Officer to establish credit granting criteria. This will culminate in the preparation of a credit approval memorandum that outlines the request for the extension of credit which is then forwarded to the necessary approval authorities. The position will be remote, with in-person attendance, as required. Responsibilities RESPONSIBILITIES: Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers. A solid understanding of commercial lending and credit underwriting principles to help ensure the highest loan quality to the Bank. A thorough, in-depth analysis of all aspects of commercial credit loan requests, including new loans, material loan modifications, credit change requests, renewals and annual relationship reviews. Spread, analyze and interpret financial statement information belonging to existing and prospective clients. Prepare financial analysis on businesses and guarantors to include cash flow; balance sheet, sensitivity, property and market analyses and ratio analysis, such as working capital adequacy, leverage positions, collateral coverage using WORD, Excel and nCino. Complete due diligence to include review of credit bureau reports; industry data; appraisal reports and environmental research reports. Form conclusions and communicate to management. Accurately identify loan policy exceptions as well as red flags during the underwriting process. Assign risk ratings as appropriate. Prepare credit approval memorandum in nCino for approval by appropriate authorities. Take responsibility for ensuring collaborative and effective team work to deliver results. Provide guidance and direction to junior underwriters and analysts. Communicates with others in a consistent and effective manner in order to build business and customer relations that support the organization's mission and vision. Performs other duties, as assigned. Qualifications REQUIRED QUALIFICATIONS: Either bachelor/master's degree, formal credit training or a minimum of five years of bank commercial loan analysis experience with both CRE and C & I loan. Strong analytical and interpretive skills. Good communication, organizational and interpersonal skills. Strong written communication skills to properly complete credit approval memorandums. Detailed knowledge of banking laws, rules and regulations required. Must be a detailed oriented person, able to multitask with an emphasis on deadlines. Physical Requirements Any physical demands or work conditions described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable Accommodation may be made to enable individuals with disabilities to perform the essential functions. Employees need to have the ability to: Travel independently to the position's primary work location, other bank properties and work-related activities or events at locations outside the Bank. Effectively communicate and exchange accurate information and ideas so others will understand. Independently 0perate a computer and other office machinery, such as a calculator, copy machine, printer and software programs related to the position needed to complete the primary functions. Sit or stand at a workspace and use a computer or other equipment for prolonged periods of time. Meet the hybrid work schedule requirements for physically working in the office during normal business hours on Mondays and Wednesdays and another day of choice to effectively meet business needs. Move office items weighing up to 35 pounds. Work in an environment with low to moderate noise levels. SUPERVISORY SCOPE: No supervisory responsibility BANKNEWPORT CORE VALUES We celebrate individuality We empower employees to be creative problem solvers We invest and take the time to really get to know our customers We commit to serving the financial needs of Rhode Islander's BankNewport is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity or expression, pregnancy, childbirth or related medical conditions, military service, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.

Are you ready to challenge the status quo and drive high-impact value across digital channels and platforms? We are seeking a passionate, proactive, and dynamic leader to join our team as the Head of Digital Product Release Management.This strategic role is pivotal in driving transformation across digital channels and platforms, ensuring customer value and business outcomes are achieved while maintaining regulatory-grade safety and compliance. The Head of Digital Product Release Managementwill be responsible for leading planning and execution of the customer application and platform releases. The role is a key coordinator of the enterprise components, delivery teams, dependences, and process improvements that will drive efficiency and value to the customer with high quality releases. Key Responsibilities: * Product Release Management: * Own strategy, governance, tooling roadmap, and modernization agenda. * Own and manage the release planning, calendar, and roadmap. * Coordinate change windows and align stakeholders across Operations, Marketing, Legal, and Compliance. * Oversee centralized tracking of all development impacting Mobile and Online Banking channels. * Make strategic decisions on release timing and scope. * Ensure business readiness including support, communications, and training. * Define release scope, objectives, and value delivered. * Prepare release notes, FAQs, and customer communications. * Secure regulatory and risk approvals and act as liaison to the Change Advisory Board (CAB). * Monitor customer impact post-release (e.g., login success, NPS, crash rates). * Release Candidate (RC) Ownership & Definition: * Define and own scope of each RC in collaboration with product domains. * Evaluate inclusion of defects and features based on priorities and feedback. * Balance scope and risk to align with business goals. * Lifecycle Management: * Manage full software release lifecycle from planning to post-release review. * Lead go-live meetings and retrospectives. * Maintain release procedures and reporting mechanisms. * Plan future releases with foresight into enterprise-wide dependencies. * Collaboration & Accountability: * Ensure delivery accountability across teams. * Conduct technical and experience reviews for each RC. * Incorporate post-release feedback into future planning. * Align releases with strategic deliverables including OKRs and NPS. * Process Optimization: * Identify and implement efficiency and automation improvements. * Modernize release management to a proactive and continuous release process * Enhance stakeholder communication and release processes. * Drive culture shift from "gatekeeper" to "enabler of safe speed" * Qualifications: * 15+ years of relevant experience in release management or software delivery leadership. * 5+ years of management experience preferred. * Proven experience with release reporting and stakeholder engagement. * Strong understanding of software development lifecycle and agile methodologies. * Excellent communication, planning, and risk management skills. * Ability to collaborate across technical and business teams. * Education: * BS/BA degree in engineering or technology-related fields required. * Master's degree or equivalent work experience preferred. * Skills and Abilities: * Strong collaboration and leadership capabilities. * Demonstrated ability to implement controls and compliance measures. * Technical proficiency in managing end-to-end product delivery. * Knowledge of banking industry trends, regulations, and technologies. * Proven track record in agile change leadership and strategic execution. * Experience in managing digital product backlogs and roadmaps. Hours & Work Schedule * Hours per Week: 40 * Work Schedule: Monday-Friday * Hybrid: 4 days on site from a Citizens corporate office, 1 day #LI-Citizens1 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award

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 comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Schedule: * Monday - Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. * Bi-Lingual Mandarin Preferred Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift: 1st shift (United States of America) Hours Per Week: 40

At Citizens, we're more than a bank. As part of our team, you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself. As the Collection Recovery Senior Specialist, you will field a variety of customer calls and display your passion to deliver high quality solutions for our customers. Additionally, you will help customers through their financial hardship by offering a wide variety of assistance and options. You will thrive in this role through your extensive training and knowledge in some of the most advanced techniques and tools for your specialized area of the collections/recovery business, including AI, to give customers the most realistic and helpful experience possible. You will work with limited supervision and will be responsible for providing support to junior staff members and peers to support their development and performance on your team. You will be a key player in driving improvements for strategic and tactical collection and recovery metrics, possibly performing special projects or initiatives that leverage colleague experience. Most importantly, you'll feel valued for who you are and supported to achieve what's important to you, personally and professionally! Primary responsibilities include Acts as a subject matter expert (SME) in a specialized area of collections/recovery business. Assists in driving improvements in strategic and tactical collection and recovery metrics, ensuring adherence to applicable policy and procedure. Completes any and all file/system maintenance required in accordance with policy in order to signify an account is currently engaged in a specialized form of collections. Understands, adheres to and abides by any and all laws, regulations, and bank policy regarding specialty collections. Assists junior or less experienced staff members with escalated concerns or perform peer reviews as required by department management. May be expected to perform special projects or initiatives that leverage colleague experience. This will be as directed by management and senior management. Qualifications, Education, Certifications and/or Other Professional Credentials Strong phone communication, active listening, and negotiation skills. Demonstrated ability to thrive in a team-oriented environment. Excellent organizational skills and ability to perform in a fast-paced, high-volume setting. Preferred Qualifications High School Diploma or equivalent. Strong verbal and written communication skills. Working knowledge of systems including AFS, TSYS, Mainframe, Relay, and Debt Manager. Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday - Thursday 8:00am - 5:00pm, Friday 8:00am - 4:45pm

Responsible for using data to provide actionable insights into BankNewport's marketing efforts, customer base, geographic markets, and competitors. Key responsibilities include supporting marketing reporting and decision marketing through data insights and marketing campaign performance and translating data into clear, actionable insights. Responsibilities RESPONSIBILITIES: Aggregate and maintain marketing and business line data from multiple internal and external sources, including CRM, digital platforms, and core banking systems. Maintain and develop Bank-wide onboarding and customer lifecycle programs. Serve as a liaison between Marketing, IT/Data teams, Retail and other business units to understand business needs and provide insights to enhance marketing efforts Support the execution of marketing campaigns, including developing data lists, setting up automation within CRM, and interacting with the internal designer and agency through campaign development Reporting, Analytics & Insights Develop and maintain recurring reports to track marketing performance, customer engagement, and product adoption. Support the creation and delivery of data-drive presentations and reports to stakeholders, translating analytical finding into actionable guidance. Translate complex data into clear, actionable insights for marketing and business line leaders. Measure, evaluate and provide reporting of marketing campaigns, including paid media and digital analytics in conjunction with the advertising agency. Analyze BankNewport customer base to understand and find opportunities for segmentation and marketing audiences. Quantify relationship deepening opportunities and identify specific customers likely to need specific products. Create lists for demand generation programs such as lead lists and multi-channel marketing campaigns. Use third party data and work with external vendor software to identify external customer and product opportunities and create prospect targeting and prospect lists for demand generation campaigns. Tools & Technology Utilize tools such as Excel, Power BI, Google Analytics, CRM, and various vendor reporting portals to manage and visualize data. Work across disparate data systems to create unified views of customer and campaign performance. Contribute to the maintenance and improvement of marketing operations process, technology, and data practices to ensure accurate and consistent measurement of marketing results. Additional duties Conduct secondary research on industry topics and trends, including strategies, products and services, and value propositions. Physical Requirements Any physical demands or work conditions described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable Accommodation may be made to enable individuals with disabilities to perform the essential functions. Employees need to have the ability to: Travel independently to the position's primary work location, other bank properties and work-related activities or events at locations outside the Bank. Effectively communicate and exchange accurate information and ideas so others will understand. Independently 0perate a computer and other office machinery, such as a calculator, copy machine, printer and software programs related to the position needed to complete the primary functions. Sit or stand at a workspace and use a computer or other equipment for prolonged periods of time. Meet the hybrid work schedule requirements for physically working in the office during normal business hours on Mondays and Wednesdays and another day of choice to effectively meet business needs. Move office items weighing up to 35 pounds. Work in an environment with low to moderate noise levels. SUPERVISORY SCOPE: None Qualifications REQUIRED QUALIFICATIONS: Bachelor's degree in Marketing, Business Analytics, Data Analytics, or a related field. 5+ years of experience in marketing analytics or a related role. Strong analytical skills with the ability to interpret large datasets and present findings clearly to peers and at Executive level meetings. Proficiency in data visualization and reporting tools. Experience working with customer relationship databases marketing automation platforms. Excellent communication and interpersonal skills; ability to work effectively across departments. Knowledge of the financial services or community banking industry preferred. BANKNEWPORT CORE VALUES We celebrate individuality We empower employees to be creative problem solvers We invest and take the time to really get to know our customers We commit to serving the financial needs of Rhode Islander's BankNewport is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity or expression, pregnancy, childbirth or related medical conditions, military service, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.

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 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 prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: * Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) * Demonstrated passion and interest in financial markets * Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy * Strong analytical and organizational skills * Detail oriented, with good follow-up skills * Strong interpersonal skills * Ability to multi-task in a dynamic environment * Requires basic knowledge of the organization, products and/or services * Requires knowledge of financial markets and trading strategies * Excellent verbal and written communication skills * Proven ability to meet and exceed productivity and performance goals * Must be technologically savvy and able to quickly learn new systems * Ability to adapt and seek solutions for customers in a fast-paced environment * Must be flexible to work assigned shift within center hours of operation * Strong desire for point of call resolution * Focus on client satisfaction Desired Qualifications: * Call center experience is preferred but not required * Previous Brokerage experience is a plus * 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40

Wellesley Hills, Massachusetts;Providence, Rhode Island **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 **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.

Boston, Massachusetts;East Providence, Rhode Island; Malden, Massachusetts; Boston, Massachusetts; Cohasset, Massachusetts; Waltham, Massachusetts **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 (**************************************************************************************************************************************************************** **:** 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 comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls risk as part of daily activities + Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Schedule** : - Monday - Fridays and rotating Saturdays **Required Qualifications** **:** + Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. + Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Sets and accomplishes goals, achieving whatever you put your mind to. + Builds and nurtures strong relationships. + Collaborates effectively with others to get things done. + Communicates effectively and confidently and is comfortable engaging all clients. + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. + Likes to learn, adapts to new information and seeks the right solutions for clients. + Efficiently manages your time and capacity. + Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. **Desired Qualifications** **:** + Strong computer skills with an ability to multitask in a demanding environment. + At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. + Bi-Lingual Mandarin Preferred **Skills** **:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + Oral Communications + Issue Management + Client Solutions Advisory + Pipeline Management + Active Listening + Attention to Detail + Risk Management + Policies, Procedures, and Guidelines + Client Management + Causation Analysis + Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent** _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. _ **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.