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Brookline Bank jobs

- 399 jobs
  • Portfolio Manager ~ Boston

    Brookline Bancorp 4.1company rating

    Brookline Bancorp job in Boston, MA

    Principal Objective To analyze and underwrite credit requests for Bank prospects and customers, assist with due diligence activities, assist with the loan closing process, monitor and evaluate risk within the team portfolio. Principal Duties and Responsibilities C redit Underwriting Analyze and underwrite credit requests in a timely fashion by using some or all of the following resources: applications, spreads, financial statements, tax returns, credit bureaus, meetings with customers/prospects, appraisals, web research and other resources as necessary. Experience underwriting Commercial and Investment real estate deals. Determine if request is in compliance with Bank policy and note exceptions. Discuss deal structure, cash flow, collateral, and customer character with Relationship Managers (RM). Recommend alternative credit structures or products where appropriate. Accompany RM on customer calls and interact extensively with customers in person and over the phone. Interact with attorneys and financial professionals including CPA's, CFO's, etc. as needed to assist in the underwriting and closing process. Present analysis in written proposals for appropriate approvals and present as directed to the appropriate approval authority. Conducts market surveys through contact with brokers, online research, etc. Portfolio Management Manage existing portfolio of customers by tracking and preparing annual renewals for lines of credit, reviews of term debt, and reviews of overdraft lines of credit. Maintain tracking database with updated information as needed. Compliance monitoring Identify potential problem loans and deficiencies. Assist customers when needed with questions regarding loans and retail products. Job Specifications (Skills, Knowledge and Abilities Required) Bachelor's degree in relevant field 2+ years experience in credit Formal credit training is preferred Excellent written and oral communication skills Extensive knowledge of PC applications, including Excel, Word and Access Performs other related duties as required or directed Be familiar with and fulfill compliance requirements Prepare loan memorandums consistently with minimal supervision Behavioral Skills Consistently demonstrate behaviors associated with Brookline Bancorp's Core Four values: adaptability, accountability, leadership, and teamwork. The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description is subject to change at any time.
    $103k-160k yearly est. Auto-Apply 21d ago
  • Teller Supervisor - Wellesley Hills

    Brookline Bancorp, Inc. 4.1company rating

    Brookline Bancorp, Inc. job in Wellesley, MA

    Brookline Bank is committed to our customers, colleagues and communities that we serve. Brookline Bank Teller Supervisors are required to demonstrate excellence in customer service and maintain a working knowledge of the Bank's products and services. What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. In today's competitive market, we know that you have a choice of employer, so our goal is to attract and retain the best talent. We offer competitive pay, opportunities to grow, an authentic and welcoming environment and excellent benefits which include comprehensive medical, dental and vision plans, tuition reimbursement, and a matching 401k. We are currently hiring a Teller Supervisor in our Wellesley Hills branch. The Teller Supervisor is responsible for all branch operational functions as well as supervising and providing guidance to tellers. The ideal candidate should have banking experience and excellent customer service skills. If you believe you have what it takes and are interested in joining our team, then please apply today! Principal Duties and Responsibilities * Maintains cash drawer and vault cash responsibilities. * Personally, demonstrates an exceptional knowledge of and adherence to bank operations, security, compliance and cash handling policies and procedures. * Responsible for the accurate and timely completion of the monthly BICR Report. * Ability to prioritize workflow and delegate assignments in order to consistently meet deadlines. * Research and resolve transaction errors in a timely manner. * Evaluate staff schedules to optimize customer service and recommend changes if necessary. * Coach, train and mentor teller team to meet or exceed individual and team sales/service/operational goals. * Provides supervisory authority and approves check cashing within established limits. * Assist the branch manager in monitoring accuracy performance. Inform manager of policy infractions in a timely manner. * Support branch sales initiatives and promotions and contribute to the successful attainment of branch goals by modeling effective sales/service and retention behaviors. * Participates with the Branch Manager in hiring, performance appraisal writing and disciplinary issues. Job Specifications * Extensive cash handling experience. * Detail oriented and strong organization skills. * Excellent oral and written communication skills. * Direct sales and customer service experience. * Ability to prioritize workflow, strong time management skills and ability to meet deadlines. * Thorough knowledge of bank operating procedures, practice and policies. * Thorough knowledge of all bank products and services. * Excellent decision and judgment making skills. * Enthusiastic, goal oriented and customer focused. * Ability to analyze situations and solve complex issues. * One to two years Sr. Teller experience or one year Teller Supervisor experience. * High School diploma or GED required. * Strong computer skills and familiarity with Microsoft Office (Word, Excel, Outlook). * Work involves sitting, extended period of standing, occasional walking and lifting up to 50 pounds. * Perform all duties in compliance with BSA/AML regulations. Environment and physical activity The incumbent is in a front-line bank setting in which the successful candidate may be standing for prolonged periods of time in a non-confined work area and is able to move about at will. The incumbent spends time writing, typing, speaking, listening, carrying, seeing (such as close, color and peripheral vision, depth perception), sitting, pulling, walking, standing, and reaching and must be able to lift to 15 pounds. The incumbent may operate any or all the following: telephone, copy and fax machine, adding machine (calculator), scanner, computer, printers and other equipment as directed. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Independent action The incumbent in this position must be adept at reading and understanding documents, detailed work, problem solving, customer contact, reasoning, math, language, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, interruptions. Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required.
    $33k-36k yearly est. 21d ago
  • Strategic Referral Management Executive

    Bank of America Corporation 4.7company rating

    Boston, MA job

    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 development and execution of strategic initiatives and/or processes aligned to the bank's priorities within a functional area and/or business. Key responsibilities include defining, developing, executing, monitoring, and/or refining strategic initiatives and/or processes including management of strategic reviews by senior leadership in close collaboration with key stakeholders and internal partners. The Strategic Referral Management Executive is responsible for designing, executing, and managing Merrill's referral and lead generation strategy, leveraging the enterprise's broad client reach. This senior executive will maximize our enterprise-wide referral flows, deepen collaboration with partners across the bank, and ensure sustainable client growth in alignment with the bank's strategic objectives. The executive will manage referral programs ensuring appropriate incentives, develop key performance metrics, envision and implement an operating model to maximize referral wins to/from Merrill. The role requires a proven leader in business development within financial services, with experience leveraging large-scale networks, strategic partnerships, and cross-business synergies to deliver measurable increases in net new households and new money (NNM). Responsibilities: * Oversees the process for building and/or executing business initiatives and/or processes, while partnering with stakeholders and partners * Solves complex problems and delivers on business initiatives and processes by applying subject matter expertise and technical knowledge of the business * Engages with key stakeholders, partners, and business leadership to deliver on business objectives, while providing updates on strategic business initiatives * Approves and oversees the development of strategic and tactical plans to drive progress towards business goals and objectives Strategic Leadership & Growth * Develop and oversee the referral and lead generation strategy in alignment with Merrill wealth management and Bank of America's priorities. * Strengthen partnership with groups across the bank including Consumer, Workplace Benefits, Business Banking, Commercial Banking, Global Markets and the Corporate and Investment Bank, to identify and convert cross-business client opportunities. * Serve as executive sponsor for key acquisition initiatives, ensuring strong governance, regulatory compliance, and risk management. * Manage and oversee referral programs meant to drive responsible growth and capitalize on the bank's wide ranging client relationships. Referral Network Development * Lead enterprise referral programs that connect wealth management with internal business units. * Create structured programs to reward and recognize internal teams for successful referral activity. Business Impact & Revenue Generation * Drive consistent growth in qualified leads, pipeline conversion, and AUM inflows. * Partner with regional market leaders and wealth advisors to ensure seamless onboarding of referred clients. * Monitor and report on referral KPIs, including referral volumes, conversion rates, and NNM impact at executive committee level. Team & Organizational Leadership * Lead a team of referral specialists, partnership managers, and business development professionals. * Provide strategic guidance and tools to relationship managers to enhance referral effectiveness. * Foster a high-performance culture emphasizing accountability, collaboration, and client impact. Analytics, Reporting & Governance * Oversee enterprise Client Relationship Management (CRM) and pipeline reporting for referrals, ensuring transparency and accuracy. * Track ROI of referral channels and optimize resource allocation accordingly. * Ensure adherence 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. * Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals. * Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations. * Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success. * Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization. * People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance. * Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability. * Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs. * Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage. Required Qualifications: * 15+ years of leadership experience in wealth management, private banking, or financial services. * Demonstrated success managing large-scale referral or client acquisition programs at a global financial institution. * Strong executive presence with the ability to influence senior stakeholders across multiple business lines. * Proven track record of building referral networks with measurable revenue outcomes. * Deep understanding of UHNW/HNW client segments, private banking products, and global regulatory frameworks. * Exceptional leadership, communication, and cross-functional collaboration skills. Desired Qualifications: * Enterprise Leadership: Ability to drive initiatives across multiple divisions and geographies. * Growth Mindset: Focused on building scalable client acquisition engines. * Relationship Management: Strong Center of Influence (COI) and professional network connectivity. * Data-Driven Execution: Uses analytics to optimize decision-making and strategy. * Change Leadership: Skilled at driving adoption of new programs in a large, matrixed organization. Skills: * Business Acumen * Coaching * Critical Thinking * Result Orientation * Strategic Thinking * Analytical Thinking * Collaboration * Customer and Client Focus * Influence * Stakeholder Management * Adaptability * Innovative Thinking * Oral Communications * Planning * Prioritization 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
    $106k-158k yearly est. 4d ago
  • Commercial Banker III

    Brookline Bancorp 4.1company rating

    Brookline Bancorp job in Wakefield, MA

    About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. Currently, we are seeking an ambitious Commercial Banker III who thrives in a team setting, is driven, has integrity, is authentic, and has experience in Commercial Banking. This position is based out of our Wakefield, MA location. The primary responsibilities include the development of new business, management of existing loan portfolio and adherence to credit, compliance and operational policies. Principal Duties and Responsibilities New Business: This position will independently develop new business opportunities through business development efforts; including new client solicitation, active involvement in industry organizations, and expansion of existing client base. This will include the underwriting of loans by analyzing financial information and related reports and the preparation and presentation of credit approval memorandums. In addition, this position will document loans by ordering appraisals and environmental reports, issuing commitment letters, coordinating closings and overseeing the loan booking process. In addition to the development of loan opportunities, the Banker will work to increase deposits from clients, and generate non-interest fee income through the appropriate recommendation of interest risk hedging products, cash management sales, foreign exchange services and referrals to partner organizations. Portfolio Management: Responsible for the ongoing maintenance and customer service of the assigned loan portfolio. Monitor the ongoing credit quality of the portfolio and assess the credit quality of each relationship in accordance with policy including the completion of annual credit reviews and periodic renewals throughout the year. This position will be responsible for the accurate entry of information to track/monitor the status of the portfolio. Job Specifications Bachelor's degree or equivalent Minimum of 10 years of commercial lending and underwriting/portfolio management experience Understand the commercial marketplace within the Bank's target area Be well-versed with the Bank's credit policy and guidelines Have familiarity with other products and services offered by the Bank, for cross-selling purposes Ability to communicate effectively in both an oral and written capacity Be willing to assume any other duties as may be required
    $59k-78k yearly est. Auto-Apply 60d+ ago
  • Credit Solutions Advisor - Davis Square

    Bank of America 4.7company rating

    Somerville, MA job

    Somerville, 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 originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position 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:** + Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan + Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank + Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities + Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs + Responds to client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience **Required Qualifications:** + Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year + Knowledge of credit and home lending requirements + Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. + Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone. + Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information. + Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written and verbal communications skills. + Ability to handle ambiguity and adapt to changing circumstances. + Dedicated, enthusiastic, driven andperformance-oriented;possesses a strong work ethic. + Can be flexible to work weekends and/or extended hours as needed. + A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. + Ability to learn and understand technology. + Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies. **Desired Qualifications:** + Experience working in a financial center where goals were met or exceeded. + Knowledge in analyzing and comprehending complex financial data and providing financial alternatives. + Knowledge of banking products and services. + Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. + Experience in a loan origination role in a retail environment and knowledge of + Mortgage Products (Conventional, Jumbo and HELOC, Government) + Structuring, Processing, underwriting and closing procedures + Federal regulations governing real estate lending + FHA and HUD guidelines + Other Lending Products (Credit Card, Vehicle Loans) + Strong computer skills including MS applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment + Pipeline Management + Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent Itis 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.
    $102k-139k yearly est. 60d+ ago
  • Manual Ethical Hacker

    Bank of America Corporation 4.7company rating

    Boston, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity. This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. Key Responsibilities in order of importance: * Perform assigned analysis of internal and external threats on information systems and predict future threat behavior * Incorporate threat actors' tactics, techniques, and procedures into offensive security testing * Perform assessments of the security, effectiveness, and practicality of multiple technology systems * Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. * Prepare and present detailed technical information for various media including documents, reports, and notifications * Provide clear and practical advice regarding managed risks * Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills Required Skills: * Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services * SQL injection/XSS attack without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with SAST tools to identify vulnerabilities * Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings * Experience performing manual web application assessments i.e., must be able to simulate a * Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) * Experience with vulnerability assessment tools and penetration testing techniques * Solid programming/debugging skills * Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map * Threat Analysis * Innovative Thinking * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar * Strong programming/scripting skills This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40
    $90k-129k yearly est. 60d+ ago
  • Merrill Market Client Relationship Manager

    Bank of America Corporation 4.7company rating

    Wellesley, MA job

    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
    $72k-117k yearly est. 25d ago
  • Document Administrator II

    Bank of America Corporation 4.7company rating

    Waltham, MA job

    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: The Document Administrator II for the Fulfillment Team within Global Credit Operations will serve as the Business Banking "Loan Closing Coordinator" from a due diligence and documentation standpoint. The Document Administrator works with various business partners (clients, sales, credit underwriting, legal, and operations) to collect, review, and complete due diligence such as Insurance, UCC, Good Standing, Title, Collateral, etc. to ensure the loan documentation package is prepared correctly and ready to close on time for the client. Key responsibilities include documenting new facilities, amending existing facilities, and managing the closing process/due diligence requirements of commercial credit policy once engaged to Fulfillment. Effective communication and collaboration in the office with business partners, peers, and third-party vendors is essential to foster a cohesive environment. Responsibilities: * Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner * Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment * Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework * Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements * Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding * Works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions Required Skills: * 1 year of preparing legal loan documents or legal documentation review * 2 years of financial services experience * Excellent communication skills both written and verbal and acts with urgency * Ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity * Proficient working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote) * Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines * Commitment to excellent internal and external customer service * Motivated, solution driven and creative thinker * Adapts and embraces change in technology, changes in policies and procedures * Demonstrates the ability to lead and fosters teamwork and change Desired Skills: * College Degree preferred * Working knowledge of LoanIQ, HotDocs, and Credit Center * Commercial real estate loan experience * Paralegal experience is beneficial * Comprehension of commercial credit operations * Desire the commitment to take on leadership responsibilities and grow within the role Skills: * Attention to Detail * Customer and Client Focus * Data Collection and Entry * Due Diligence * Prioritization * Adaptability * Business Acumen * Oral Communications * Written Communications * Research 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 Shift: 1st shift (United States of America) Hours Per Week: 40
    $102k-136k yearly est. 49d ago
  • Fraud Analytics and Innovation Lead Analyst

    Bank of America 4.7company rating

    Boston, MA job

    Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **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 (******************************************************************************************************************* **Job Description:** 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 Summary:** This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. **Responsibilities:** + Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance + Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics + Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management + Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights + Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products + Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape + Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners + Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities + Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance + Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics + Identifies business trends based on economic and portfolio conditions and communicates findings to senior management + Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights **Required Qualifications:** + Minimum 3 years SAS/SQL Coding knowledge and/or experience + Ability to manage multiple projects in a complex and rapidly-changing environment + Ability to work independently as well as part of a team + Demonstrate strong analytical skills + Previous risk/fraud analysis, strategy development, or related experience + Strong written and oral communication skills + Intellectually curious and willing to dive into complete issues\problems and solve **Desired Qualifications:** + 5+ years of risk analysis, strategy development, or related experience + 5+ years of SAS or SQL Coding experience + Prior experience in Authentication, Fraud, Debit Card or other related risk fields + Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) + Experience managing relationships and projects with external vendor partners **Skills:** + Analytical Thinking + Business Analytics + Data and Trend Analysis + Fraud Management + Problem Solving + Collaboration + Innovative Thinking + Monitoring, Surveillance, and Testing + Presentation Skills + Risk Management + Data Visualization + Interpret Relevant Laws, Rules, and Regulations + Issue Management + Oral Communications + Written Communications **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.
    $79k-106k yearly est. 35d ago
  • Financial Solutions Registration Candidate - Boston Market (Bi-Lingual Preferred: Mandarin)

    Bank of America 4.7company rating

    Malden, MA job

    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.
    $43k-64k yearly est. 29d ago
  • Wealth Management Client Associate

    Bank of America Corporation 4.7company rating

    Westborough, MA job

    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 Qualification: * Series 7 & 66 (or combination of both Series 63 & 65) is preferred but not required 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 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: 37.5
    $49k-65k yearly est. 35d ago
  • Credit Underwriter I-Leasing/Healthcare, Education, Not For Profit

    Bank of America Corporation 4.7company rating

    Boston, MA job

    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 performing risk assessment and repayment capacity analysis (i.e., financial, borrower, industry, etc.) and preparing transaction justification for complex transactions with limited supervision. Key responsibilities include documenting credit analysis, independently assessing historic and projected borrower financial information, evaluating adherence to policy and procedure, providing loan structure analysis and recommendations, and monitoring portfolio performance. Responsibilities: * Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility * Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutions * Monitors the client's operating performance and financial condition, proactively identifying issues and opportunities * Delivers financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process * Ensures adherence to credit policies, guidelines, procedures, and applicable regulatory requirements Required Qualifications: * 3+ years of Commercial Credit and/or Commercial Leasing/Equipment Finance experience Desired Qualifications: * Undergraduate degree in finance or accounting; MBA preferred. * Experience in the analysis and structuring of complex transactions * Strong credit and risk analysis skills * Strong presentation, structuring and financial statement analysis skills * Proven ability to analyze, interpret and negotiate third party documentation * Proven ability to identify trends and emerging risks in underwriting and client selection Skills: * Attention to Detail * Financial Analysis * Underwriting * Written Communications * Analytical Thinking * Credit Documentation Requirements * Credit and Risk Assessment * Financial Forecasting and Modeling * Recording/Organizing Information * Business Acumen * Collaboration * Collateral Management * Loan Structuring * Prioritization Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $65k-96k yearly est. 7d ago
  • Compliance Analyst -Lincoln/Boston/Yorktown HQ

    Brookline Bancorp, Inc. 4.1company rating

    Brookline Bancorp, Inc. job in Boston, MA

    About Beacon Financial Corporation Beacon Financial Corporation (NYSE: BBT) is the holding Company for Beacon Bank & Trust, commonly known as Beacon Bank, a full-service regional bank serving the Northeast that was created on September 1, 2025 through the merger of equals between Berkshire Hills Bancorp and Brookline Bancorp. Headquartered in Boston, Massachusetts, the Company has $24 billion in assets and more than 145 branches throughout New England and New York. Beacon Bank offers a full suite of tailored banking solutions including commercial, cash management, asset-based lending, retail, consumer and residential products and services. The Bank operates through its banking divisions - Berkshire Bank, Brookline Bank, BankRI and PCSB Bank. The Company also provides equipment financing through its Eastern Funding subsidiary, SBA lending through its 44 Business Capital division and private wealth services through Clarendon Private. Learn more at BeaconFinancialCorporation.com. NOTE: THIS POSITION CAN BE BASED OUT OF LINCOLN, RI, BOSTON, MA OR YORKTOWN HEIGHTS, NY PRIMARY FUNCTION Assists in managing the compliance program for Brookline Bancorp's subsidiary companies by assisting the Chief Compliance Officer and Compliance Managers in administering the overall compliance program for Brookline Bancorp. Specific responsibilities will include: Maintains a thorough knowledge of federal and state laws and regulations pertinent to the area of specialty, and ensure that employees are made aware of current requirements that impact their position. Specialty laws and regulations include, but are not limited to the following: * Truth in Lending * Real Estate Settlement Procedures * Flood Insurance * Truth in Savings * Reserve Requirements (Regulation D) * Electronic Funds Transfer * Funds Availability * Homeowners Protection Act * Homeowners Equity Protection Act * Related MA and RI laws and regulations * SAFE Act PRIMARY DUTIES * Assists in regulatory examinations, independent audits or management self-monitoring reports; * Assists in preparing, distributing and following up on management monitoring reports for business units throughout the company; * Participates in federal regulatory examinations for compliance; * Assists the Complaint Officer with the monitoring resolution of consumer complaints; * Assists the SAFE Act Officer / Compliance contact for SAFE act and work with applicable business units and Human Resources to ensure SAFE Act compliance and training * Assists in successfully managing the on-going implementation of the Compliance Program at each bank by focusing on loan and deposit disclosure and other requirements related to offered products and services. * Assists in developing and delivering supplemental compliance training programs as required, and prepares written communications of regulatory changes pertaining to areas of specialty to ensure employee understanding. * Assists management on a day to day basis by answering questions and conducting necessary research pertaining to areas of specialty. * Assists business line management in the proper resolution of any noted deficiencies in audits as well as from regulatory examinations and monitoring. * Assists the Chief Compliance Officer during regulatory examinations and assist the Internal Auditor with compliance related internal audits as necessary. * Maintains knowledge of applicable laws and regulations as well as internal controls at each entity necessary to satisfy requirements and work with the business units and Management as necessary to prepare for changes in regulations, guidance, and requirements. REQUIREMENTS Education and Experience: * CRCM (will be required within 1-2 years) * 2 - 3 years of Banking and/or Compliance experience * Knowledge of Banking regulations including deposits, loans, servicing, CRA * Excellent written and oral communication skills * Thorough knowledge of MS Word and Excel required * Power Point knowledge would be a plus In addition to great career opportunities we offer competitive compensation along with a comprehensive benefit plan.
    $70k-83k yearly est. 11d ago
  • Branch Manager I - Brookline Village

    Brookline Bancorp, Inc. 4.1company rating

    Brookline Bancorp, Inc. job in Brookline, MA

    Since 1871, Brookline Bank, a division of Beacon Bank & Trust has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. We have branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances throughout Massachusetts. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. With locations across Greater Boston and the North Shore, we make banking easy and convenient. What is our most valuable asset? Our employees! We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. In today's competitive market, we know that you have a choice of employer, so our goal is to attract and retain the best talent. We offer competitive pay, opportunities to grow, an authentic and welcoming environment and excellent benefits which include comprehensive medical, dental and vision plans, tuition reimbursement, and a matching 401k. We are currently looking for a Branch Manager in our Brookline Village branch in Brookline, MA. This position is responsible for managing all functions of a retail branch. The ideal candidate should be a leader, team player and have at least 3 years of Banking/Management experience. If you have a strong sales background and an in-depth knowledge of bank operations, systems, and compliance then please apply today! Principal Duties and Responsibilities * Manage, develop and increase branch deposits in accordance with the Bank's strategic plan. * Creates strategies and business opportunities to meet business development objectives and goals. * Build solid relationships with business partners. Together identify and target new business opportunities within the community and conduct outside business calls. * Provides effective, entrepreneurial leadership and successfully coaches, manages and motivates branch colleagues. * Leads by example; promotes a positive attitude and exercises authority. Takes personal initiative and is a positive role model for others to emulate. * Commands a superior knowledge of products and services with a strong sales expertise, resulting in achievement of branch sales goals. * Interview and closes all consumer, equity and small business loans. * Strong coaching skills that produce optimal performance and promote career development and growth with direct reports. * Exceptional knowledge of all Bank and Regulatory operating policies and procedures achieving satisfactory audit results. Implements Bank's policy and procedures; complying with all legal and regulatory requirements. Job Specifications * Bachelor's Degree, or equivalent experience required. * Minimum of 3-5 years of Banking/Management experience required. * Strong cold calling and outside business development skills requried. * Strong sales, management and team leadership background. * In-depth knowledge of bank operations, systems, and compliance. * Extensive experience working with commercial customers and commercial lenders. * Proficient knowledge of Cash Management products. * Excellent oral and written communication skills. * Excellent customer service and interpersonal skills with a strong customer focus. * Strong computer skills and experience in word processing, spreadsheet and other presentation and reporting functions. * Knowledge of Microsoft Word, Excel and Power Point. * Perform all duties in compliance with BSA/AML regulations.
    $54k-66k yearly est. 9d ago
  • Universal Banker - North Shore

    Brookline Bancorp, Inc. 4.1company rating

    Brookline Bancorp, Inc. job in Essex, MA

    About Brookline Bank Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. We are looking for an experienced and enthusiastic Universal Banker to join the team in our Essex branch. The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal Banking Representative. We are looking for someone with previous banking experience who is goal oriented and has excellent customer services skills. If you believe you have what it takes and are interested in joining our team, then please apply today! Principal Duties and Responsibilities * Process financial transactions including deposits, withdrawals, check cashing and loan payments * Provides excellent customer service, identifies customer needs, and suggests appropriate line of products * Proactively develops new customer relationships and expands relationship with existing customer * Research and resolve all customer problems and inquires * Interview consumer loan applicants. Submit and close consumer and equity loans * Educates customers on all products and services and alternate delivery channels * Cross sell products and services * Engage in outside business development activities including cold calling and community involvement * Contribute to the overall branch goals in sales and service Job Specifications * High School diploma or GED required * Previous teller experience and cash handling experience * Computer experience and familiarity with Microsoft Office (Word, Excel, Outlook) * Good oral and written communication skills * Detail oriented and good organization skills * Good working knowledge of all bank operating procedures, practice and policies * Ability to prioritize workflow, multi-task, time management skills and ability to meet deadlines * Ability to analyze situations and solve complex issues
    $34k-39k yearly est. 22d ago
  • Privileged Access Management (PAM) Specialist (Active Directory Architecture exp. required)

    Bank of America 4.7company rating

    Boston, MA job

    Boston, Massachusetts;Washington, District of Columbia **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 developing and supporting enterprise-wide information security policies, procedures, and standards. Key responsibilities include applying knowledge of laws, rules, regulations, and information security concepts (e.g., NIST, COBIT, ISO) to establish and maintain policies, validate alignment of processes and controls to requirements, and report on adherence to policy requirements. Job expectations include using data analytics and partnering with internal teams to verify policy compliance, identify gaps in coverage, and support remediation activities. **Summary:** Join one of the largest financial institutions in the U.S. as a **Privileged Access Specialist** dedicated to safeguarding the bank's most critical assets. This is a fantastic opportunity to work on cutting-edge cybersecurity initiatives focused on **Active Directory** , **Microsoft Entra ID** , and other **Tier 0 infrastructure** . You will play a pivotal role in defending against advanced threats by implementing robust privileged access controls and eliminating attack paths. If you are passionate about identity security and thrive in high-stakes environments, this role offers the chance to make a measurable impact on the security posture of a global enterprise. **Key Responsibilities** + **Secure Tier 0 Assets:** Implement and enforce privileged access controls for Active Directory, Entra ID, and other Tier 0 systems. + **Attack Path Mitigation:** Use tools like **Semperis, BloodHound, SentinelOne,** to identify and remediate attack paths, reducing lateral movement risks. + **Automation & Scripting:** Develop and maintain PowerShell scripts to automate security tasks and enforce compliance. + **Governance & Compliance:** Ensure adherence to IAM standards, regulatory requirements (NIST, ISO, FFIEC), and internal security policies. + **Risk Assessment:** Evaluate privileged access risks during technology and business decisions; recommend mitigation strategies. + **Collaboration:** Partner with IAM, PAM governance, and infrastructure teams to design and implement secure solutions. + **Continuous Improvement:** Monitor industry trends and propose enhancements to PAM strategy and tooling. + **Incident Response Support:** Assist in investigations involving privileged accounts and Tier 0 systems. **Required Qualifications:** + Strong knowledge of **AD** **Architecture** : + Knowledge of Forest domains, trees. + Must have working knowledge and hands on experience with building trust/FMSO/sites and replication etc. + Knowledge of Microsoft Enterprise Access Model (formerly Tiered Administration Model) + Deep understanding of ACLs and permission models in Active Directory. + Strong **Attack Path** analysis skills + Attack path collection methods: AD Structure/Session/ACL/Local Admin + Ability to write custom cypher queries. + Analyze ACL-based relationships to uncover privilege escalation paths and complex edge structures, enable effective prioritization of remediation efforts. + Maintain Active Directory hygiene by identifying and remediating stale permissions. + **5+ years** in cybersecurity or identity management focused on privileged access or Active Directory security. + **Expert-level knowledge** of Bloodhound, Active Directory and Microsoft Entra ID administration. Must have worked on privileged groups such as Domain Admins/Enterprise admins etc. + Strong proficiency in **PowerShell scripting** for automation and security hardening. Also must have programing experience. + Hands-on experience with **attack path analysis tools** and remediation strategies. + Deep understanding of **Tier 0 infrastructure** , domain controllers, and tiered administration models. + Familiarity with **Zero Trust principles** , least privilege enforcement, and PAM best practices. + Knowledge of **authentication protocols** (Kerberos, LDAP, SAML, OAuth) and federation technologies. + Experience with **cloud identity security** (Azure AD, Entra ID) and hybrid environments. + Strong risk management mindset and ability to influence stakeholders. **Desired Qualifications:** + 3+ Years technical experience in attack path analysis + 5+ Years experience administering Active Directory and Entra (formerly AzureAD) + **CISSP** , **CISM** , or equivalent security certifications. + Offensive Security certifications (e.g., CEH, OSCP, CRTP) or red team focused credentials are a plus. + Experience with PAM vendors and tools (CyberArk, Hashi, BeyondTrust, etc.). + Familiarity with compliance frameworks (NIST, ISO/IEC, FFIEC) **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.
    $98k-129k yearly est. 2d ago
  • Temporary Staff-Cash Management Support Staff

    Brookline Bancorp 4.1company rating

    Brookline Bancorp job in Boston, MA

    NOTE: THIS IS A TEMPORARY POSITION -will begin as part time during training in December and revert to full time in January and run through the end of February 2026. **Based in Needham, but may be instances where travel to local branches is needed so valid drivers license/vehicle will be needed. No public transportation to this location. Principal Objective: As a member of the Conversion Team, the incumbent is primarily responsible for performing the daily monitoring of various tasks relating to the conversion of new and merged systems. Assist CM client users with installation of CMOL Secure (Treasury) Browser and User Registration Assist CM Bank Teams with Tier 1 and Tier 2 cases Organized and detail oriented Strong skills with MS office products Strong communication skills IT support skills a plus Training will be provided if you are dependable, "tech savvy", highly organized and would enjoy interaction with clients. You are patient and have the ability to utilize a script as needed to assist our customers with troubleshooting conversion issues and answering questions.
    $33k-36k yearly est. Auto-Apply 22d ago
  • Credit Analyst/Portfolio Manager ~ Boston, MA

    Brookline Bancorp, Inc. 4.1company rating

    Brookline Bancorp, Inc. job in Boston, MA

    About Brookline Bank, a division of Beacon Bank & Trust Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. Principal Objective Analyzes and underwrites credit requests for prospects and customers for the Business Banking area. Principal Duties and Responsibilities: * Analyze and underwrite C&I and CRE credit requests with attention to the 5 C's of Credit: Character, Capacity, Capital, Collateral, & Condition. * Recommend appropriate risk ratings for commercial loan relationships * Underwrite new loans and loan renewals in compliance with the Bank's loan policies. * Spread tax returns and/or financial statements using Moody's or Baker Hill Financial Analyst * Have strong knowledge of business and personal tax returns * Assist with credit scored loan requests * Must meet or exceed department productivity standards for decision turnaround time * Perform company and industry research. * Present analysis in written proposals for approval. * Assist in compliance with regulatory issues such as Reg B, Fair Housing, CRA, Flood, etc. Portfolio Manager Responsibilities: * Manage a portfolio of existing customers. * Produce portfolio status reports and use to facilitate portfolio management activities. * Timely management of existing portfolio of customers by tracking and preparing annual renewals * Identify potential problem loans, delinquent accounts and other loan deficiencies. * Communicate and interface daily with Relationship Managers, Branches and internal and external customers assisting them with questions regarding loans and retail products. Job Specifications (Skills, Knowledge and Abilities Required) * Bachelor's degree in relevant field * Minimum of (2) two years of commercial credit experience * Formal credit training is preferred * Excellent written and oral communication skills * Extensive knowledge of PC applications, including Excel and Word. * Be familiar with and fulfill compliance requirements * Proven record of strong analytical and problem-solving skills. * Results-oriented team player that is skilled at achieving goals on time Behavioral Skills * Consistently demonstrate behaviors associated with Beacon Bank & Trust's Core Four values: adaptability, accountability, leadership, and teamwork. The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description is subject to change at any time.
    $58k-76k yearly est. 22d ago
  • Credit Solutions Advisor - Walker's Brook

    Bank of America 4.7company rating

    Reading, MA job

    Reading, 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 originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position 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:** + Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan + Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank + Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities + Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs + Responds to client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience **Required Qualifications:** + Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year + Knowledge of credit and home lending requirements + Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. + Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone. + Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information. + Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written and verbal communications skills. + Ability to handle ambiguity and adapt to changing circumstances. + Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic. + Can be flexible to work weekends and/or extended hours as needed. + A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally. + Ability to learn and understand technology. + Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies. **Desired Qualifications:** + Experience working in a financial center where goals were met or exceeded. + Knowledge in analyzing and comprehending complex financial data and providing financial alternatives. + Knowledge of banking products and services. + Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. + Experience in a loan origination role in a retail environment and knowledge of + Mortgage Products (Conventional, Jumbo and HELOC, Government) + Structuring, Processing, underwriting and closing procedures + Federal regulations governing real estate lending + FHA and HUD guidelines + Other Lending Products (Credit Card, Vehicle Loans) + Strong computer skills including MS applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment + Pipeline Management + Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent 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.
    $102k-139k yearly est. 60d+ ago
  • Senior Manual Ethical Hacker

    Bank of America Corporation 4.7company rating

    Boston, MA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the security resilience of the bank's applications to malicious hacking activity. This senior technical role is responsible performing and leading ethical hacking assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include leading and performing research, understanding the bank's security policies, working with appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business. These individuals are expected to perform application security-oriented dynamic and static assessments across a multitude of technologies including web UI, web APIs, mobile and cloud, including associated source code. Key Responsibilities in order of importance: * Perform assigned analysis of internal and external threats on information systems and predict future threat behavior. * Incorporate threat actors' tactics, techniques, and procedures into offensive security testing to identify high-value vulnerabilities/chained attacks. * Developing Proof-of-concepts for exploitation. * Perform assessments of the security, effectiveness, and practicality of multiple technology systems. * Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security. * Prepare and present detailed technical information for various media including documents, reports, and notifications. * Provide clear and practical advice regarding managing risks. * Learn and develop advanced technical and leadership skills, mentor Junior and Intermediate assessors in technical tradecraft and soft skills. * Respond to security incidents and provide technical assistance to leadership across the Information Security organization. Required Skills: * Minimum of 5+ years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment * Detailed technical knowledge in at least 5 of the following areas: * security engineering * application architecture * authentication and security protocols * application session management * applied cryptography * common communication protocols * mobile frameworks * single sign-on technologies * exploit automation platforms * Web APIs * Cloud environments * LLM security * Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings * Experience performing manual web application assessments i.e., must be able to simulate a OWASP Top 10 vulnerabilities without the use of tools * Experience performing manual code reviews for security relevant issues * Experience working with DAST and SAST tools to identify vulnerabilities * Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies) * Experience with vulnerability assessment tools and penetration testing techniques. * Solid programming/debugging skills, development frameworks, CVE and CWE research/reproduction * Threat Analysis, threat modelling and SBOM analysis * Innovative thinking, threat actor simulation * Technology Systems Assessment * Technical Documentation * Advisory Desired: * CEH, OSCP/OSCE/OSWE/GXPN/GPEN/GWAPT/GMOB/All Practitioner Certs [Port Swigger BSP Academy]/Cloud Cert(s)/ eWPT; eWPTX; eMAPT [INE Pentester Academy] * Strong programming/scripting skills This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40
    $90k-129k yearly est. 60d+ ago

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