FNB jobs in Alexandria, VA

- 58 jobs

Merrill Market Client Relationship Manager
Bank of America 4.7
Vienna, VA job
Vienna, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************* **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$65k-113k yearly est. 47d ago
Corporate Banking PM II
Citizens Financial Group 4.3
Falls Church, VA job
As a Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio management of new and existing commercial banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand customer relationships. Additionally, you will be responsible for underwriting and effective credit and risk administration with particular emphasis on financial analysis/modeling, risk evaluation, ongoing portfolio maintenance activities, regulatory compliance, and customer support. In this role, you will manage a portfolio of the most complex credits and will be expected to perform your responsibilities with limited supervision and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across departments. Primary Responsibilities Manage a portfolio of the most complex credits with minimal oversight, demonstrating expert knowledge of clients and credits. Perform effective credit underwriting and risk administration with emphasis on adherence to credit policy, financial analysis/modeling, risk evaluation, and portfolio maintenance. Significantly contributing to the review and negotiation of loan documentation Structure, underwrite, and document new business, renewals, and modifications as the credit expert within the first line of defense. Oversee assigned portfolio, anticipate potential issues, and develop solutions while managing multiple priorities. Meet deadlines and schedules to maintain compliance with credit and risk policies. Provide client management support, maintaining regular direct interaction and resolving complex credit-related issues. Stay current on industry and market information related to assigned markets and customers. Share insights and learnings with other Relationship Managers (RMs) and Portfolio Managers (PMs). Qualifications Bachelor's degree in finance, accounting, economics, or related field; advanced degree or professional certification (e.g., CFA, CPA) preferred. Minimum 5-7 years of experience in commercial credit underwriting and portfolio management. Strong analytical skills with expertise in financial modeling and risk evaluation. Proven ability to manage complex credit portfolios with minimal supervision. Excellent communication and relationship management skills. Preferred: Experience in lending to Aerospace, Defense, and Government Services sectors. Deep understanding of regulatory compliance and credit policy requirements. Ability to anticipate portfolio issues and develop proactive solutions. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F
$75k-123k yearly est. Auto-Apply 28d ago
Wealth Management Client Associate
Bank of America 4.7
Vienna, VA job
Vienna, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************* **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Has the ability to learn and adapt to new information and technology platforms **Desired Qualifications:** + FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66 + Industry knowledge and understanding of investment products + Enjoys a fast-paced environment with changing and evolving responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client needs, delivering complex solutions + Frequent communication and an abundance of discretion with sensitive information + Microsoft Word, Excel and PowerPoint experience with Salesforce a plus + Professional verbal and written communication **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.** **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$39k-52k yearly est. 9d ago
SME - Workday Application Developer- Towson, MD
Citi Us 4.6
Falls Church, VA job
About us Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. Join us in driving growth and seizing new business opportunities. Background The Office of Information Technology (OIT) is seeking a Workday Application Developer to assist with the implementation and ongoing support of Workday HCM and Financial System. Role and Responsibilities Development and Configuration Design, build, test, and deploy Workday integrations using EIB, Studio, Core Connectors, and Web Services (SOAP/REST APIs) Configure and maintain Workday business processes, calculated fields, custom validations, and condition rules Develop and maintain custom Workday reports (Advanced, Matrix, Composite, etc.) Troubleshoot and resolve system, configuration, or integration issues Support deployment activities and ensure seamless migration of Workday configurations Integration Management Create and maintain integrations between Workday and third-party systems (HR, Payroll, Benefits, Finance, etc.) Monitor scheduled integrations, identify failures, and resolve data inconsistencies Document integration design, architecture, configuration, and data flows Optimize existing integrations for improved performance, stability, and reliability Reporting and Analytics Develop and maintain Workday reports and dashboards to support business, HR, Finance, and compliance needs Collaborate with stakeholders to gather reporting requirements and translate them into Workday solutions Automate report scheduling and distribution for end users Ensure accuracy, security, and usability of Workday reporting assets Support and Collaboration Provide technical support to agency and end users across HR, Payroll, Finance, and IT Maintain system documentation including design specifications, workflows, and configuration guides Participate in change control, configuration reviews, and release management processes Gather and document business requirements for enhancements, break/fix, and new change requests Work collaboratively with cross-functional teams to align Workday functionality with business needs. Minimum Qualification Graduation from an accredited college or university with a bachelor's degree in Business or Computer Science At least two years' experience in the administration or support of enterprise systems such as web services, Workday HCM, Payroll, Financials, and Reporting Additional experience may be substituted on a year-for-year basis up to a maximum of four years for the required education Preferred Qualification Strong analytical and problem-solving skills Outstanding business process fluency, with a strong ability to discuss processes at a level of detail sufficient to gain insight into the underlying business problem or opportunity Ability to work in a team environment; establishing and maintaining strong professional relationships Proven ability and success with HCM, Payroll, and Financial systems Maintain the security and confidentiality of any proprietary or sensitive data in any medium Demonstrated Workday experience Demonstrated experience in Workday implementation or post-production environment as a primary technical resource Workday certified training or commensurate experience
$104k-130k yearly est. Auto-Apply 14d ago
Relationship Banker - Arlington Market - Bilingual Spanish Required
Bank of America 4.7
Arlington, VA job
Arlington, Virginia;Arlington, Virginia; Alexandria, Virginia; Arlington, Virginia; Washington, District of Columbia; Arlington, Virginia; Arlington, Virginia; Alexandria, Virginia; Falls Church, Virginia; Baileys Crossroads, Virginia; Alexandria, Virginia **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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. + Collaborates effectively to get things done, building and nurturing strong relationships. + Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions for new and existing clients based on their needs. + Communicates effectively and confidently and is comfortable engaging all clients. + Has the ability to learn and adapt to new information and technology platforms. + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). + Applies strong critical thinking and problem-solving skills to meet clients' needs. + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. + Efficiently manages time and capacity. + Focuses on results, while acting in the best interest of the client. + Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. Vietnamese or Spanish Preferred - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent **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.
$27k-35k yearly est. 60d+ ago
Financial Center Assistant Manager - Annandale Financial Center
Bank of America 4.7
Annandale, VA job
Annandale, Virginia **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 managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent. **Responsibilities:** + Manages client traffic, engaging and appropriately routing clients, and fosters client retention + Manages business results through formalized management routines and coaching + Creates a world class client experience environment + Manages market-level initiatives prescribed by market leaders + Drives operational excellence by engaging employees on business strategy + Manages organizational priorities and effective execution **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment + Can interpret performance results, find opportunities to drive success and hold others accountable to results + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + Experience in mortgage, retail and/or hospitality + Experience working in an environment with individual and team goals where goals were routinely met or exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus + Performance Management + Talent Development + Business Operations Management + Recruiting + Result Orientation + Risk Management + Sales Performance Management + Inclusive Leadership + Leadership Development + Prioritization + Problem Solving + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.
$75k-102k yearly est. 6d ago
Financial Solutions Advisor Registration Candidate-Northern VA Market
Bank of America 4.7
Herndon, VA job
Stone Ridge, Virginia;Herndon, Virginia **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, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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 **Required Qualifications:** + Aptitude in obtaining required industry licenses + Must be self-disciplined in managing time and capacity + Experience in cultivating client relationships, assessing needs and recommending solutions + Success creating strong peer relationships through effective communication and collaboration + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment + Executes multiple tasks simultaneously + Learns and adapts to new technology or applications **Desired Qualifications:** + Currently holds FINRA Securities Industry Essentials (SIE) + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management + Pipeline Management + Referral Management + Client Management + Customer and Client Focus + Portfolio Management + Prospecting + Referral Identification + Business Acumen + Executive Presence + Oral Communications + Risk Management + Trading **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Schedule:** Monday - Fridays and rotating Saturdays **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.
$60k-100k yearly est. 12d ago
Cloud Systems Engineer - Washington, DC
Citi Us 4.6
Falls Church, VA job
About us Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. Join us in driving growth and seizing new business opportunities. Background The C&CA Systems team is seeking cloud professionals proficient in administering AWS GovCloud cloud service platform. Become part of a team responsible for building a cloud business platform within the Client borad. At least five years of demonstrated experience supporting cloud platforms. As a Senior Cloud Systems Engineer, we require 10 years of experience in the field of technology including application development, 5 of which focused on supporting cloud technologies. Role and Responsibilities Developing software according to software development lifecycles (SDLCs), including DevOps, Agile, Lean, or Iterative. Designing, deploying, and migrating secure and maintainable systems for Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS) environment. Proficient in at least one high-level programming language such as Python, PowerShell, or Infrastructure as Code (AWS CloudFormation, AWS CDK, Terraform, etc.). Python 3.x data engineering with pandas, Databricks, or SPARK preferred. DevOps, CI/CD pipelines and automation, containers, and related best practices for cloud deployment. Experience with GitLab or Azure DevOps preferred. Service offerings in Amazon Web Services (AWS) and government platform experience preferred. Understanding of cloud-based architecture, web servers, caching, application servers, load balancers, and storage. Experience with AWS Load Balancer. Familiarity with loose coupling, stateless systems, and best practices for designing cloud[1]ready applications. Understanding of cloud federation technologies such as SAML, Okta, OAuth, and OpenID Connect and how to apply these technologies to enterprise and public-facing applications. Understanding of cloud vendor cost structures and the ability to optimize solutions for cost effectiveness. Experience transitioning legacy systems to cloud-ready architecture. Understanding of RESTful Web Services, XML, or JSON. Experience with AWS API Gateway. Awareness of cloud information security risks and best practices, especially in a highly secure operating environment. Familiarity with government cloud deployments (FedRAMP, FISMA, high security environments, etc.) Minimum Qualification Bachelor's degree in engineering, Computer Science, Information Systems, or IT related discipline. Minimum of 10 years' experience in Information Technology in an Enterprise environment. Experience analysing cloud requirements, concept of operations documents, and high-level system architectures to develop cloud system specifications. Design and create custom build cloud applications Set up and configure DevSecOps for cloud environments Partner with the cloud platform team and development team to build, manage, and enable the underlying cloud infrastructure and platforms in support of a business application development project. Preferred Qualification Experience with designing or implementing cloud architectures for analytics/data processing/machine learning use-cases, such as data lakes, lake formations, etc. Experience with containerization as a strategy for cloud-enabling legacy applications such as Docker and Kubernetes (AWS EKS, ECS, or Fargate preferred) Familiarity with the Well Architected Framework. Experience with defining platform requirements. Experience integrating with enterprise observability platforms such as Splunk. Experience with Data Quality testing tooling (e.g., Great Expectations, Glue Data Quality)
$104k-139k yearly est. Auto-Apply 9d ago
Part Time Universal Banker (20 hours) - McLean branch
Citi 4.6
McLean, VA job
The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Assist in basic account opening for existing customer Provide service delivery to internal/external customers to resolve account service issues Execute financial transactions in accordance with bank policies and procedures Refer opportunities to segment partners where appropriate Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Branch Sales ------------------------------------------------------ Time Type: Part time ------------------------------------------------------ Primary Location: Mclean Virginia United States ------------------------------------------------------ Primary Location Full Time Salary Range: $47,510.00 - $61,990.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. The hourly rate corresponding to the annual range is: $22.84 - $29.80 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 16, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
$47.5k-62k yearly Auto-Apply 9d ago
Senior Trust Officer
M&T Bank 4.7
Falls Church, VA job
Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create new relationships and expand existing relationships. + Provide superior client service and develop deep relationships with clients to best administer their trust accounts, generate solutions, and meet distribution needs. + Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ensure the client team is aware of trust matters concerning the client. + Manage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments and tax, correctness of beneficiary information, and that fee agreements are in place; monitor terminations as necessary. + Play a key role in overall client satisfaction and retention through cultivating strong working relationships with clients and their advisors to develop a complete understanding of individual client needs. Communicate client needs and concerns to partners. + Maintain comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of quality service and expand client relationships. + Support market efforts to develop new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning trust administration. Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role model for less experienced staff. + Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates, as well as industry standards and practices. + Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. + Contribute to timely and accurate completion of Divisional ad-hoc initiatives/projects + Complete other related duties as assigned. **Scope of Responsibilities:** An important component of the position is the ability to communicate internally with Bank management and executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc. **Supervisory/Managerial Responsibilities:** Not Applicable **Education and Experience Required:** **Bachelors' degree and a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning experience.** Strong verbal and written communication skills Strong presentation skills Strong planning skills Strong organizational skills Strong customer focus Thorough knowledge of fiduciary business including decisioning experience in complex fiduciary matters Experience attracting, expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with personal computers Experience maintaining high level of integrity and professionalism **Education and Experience Preferred:** Juris Doctor (JD) or Master's degree Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor) certification Strong interpersonal skills **Physical Requirements:** M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $134,216.04 - $223,693.40 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. **Location** Falls Church, Virginia, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$68k-101k yearly est. 54d ago
Mortgage Originator
M&T Bank 4.7
Falls Church, VA job
Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer's financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act. Primary Responsibilities: Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data. Independently assesses applicant's credit worthiness. Has authority to issue pre-qualification statement of borrowers' eligibility. Determines which products best meet the customer's needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs. Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed. Cultivates new mortgage business. Markets, services and promotes the bank's mortgage products. This includes the solicitation of residential first mortgages through contacts with Realtors, builders, and developers. May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone. Negotiates terms and conditions of loan with mortgagors. Has authority to bind the bank in connection therewith. Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements. Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance. Independently monitors trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. Represents the bank in the community and related functions to identify, develop and promote additional business. May present seminars to general public and real estate agents to promote additional business and community outreach. Scope of Responsibilities: The incumbent always works under limited supervision, sometimes away from the office. The position requires extensive external contacts (potential and existing customers, Realtors, etc.), as well as internal contacts (other Bank personnel) primarily on sales calls outside the office. Will interact with individuals and teams internally and within the community assigned, developing new relationships and maintaining existing relationships Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Education and Experience Required: Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience. Thorough knowledge of FHA/VA regulations, conventional loan requirements and real estate law. Education and Experience Preferred: Technical Skills General knowledge of personal computers and software programs utilized by Residential Mortgage Department Proven sales ability. Strong mathematical skills. Self-motivated, well-organized individual. Excellent verbal and written communication skills. Ability to interact with individuals at all income levels and peers in a professional manner. Demonstrated ability to work independently and to follow through on details to completion. Ability to work under critical time constraints. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationFalls Church, Virginia, United States of America
$30k-48k yearly est. Auto-Apply 60d+ ago
Relationship Manager
Bank of America 4.7
Leesburg, VA job
Leesburg, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Relationship Managers** further develop and enhance existing client relationships. They spend the majority of their time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs. They assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. They engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. **Responsibilities:** + Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction + Attends client review meetings to assist with relationship deepening conversations + Executes on the team service model, including engaging with specialists/partners to address client's needs + Manages aspects of the client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy + Identify and own the client onboarding process + Document client interactions and provide team with time sensitive updates Execute on team service model + Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy + Engage specialists/partners to address client's needs + Identify and own the client off boarding process + Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service + Monitor and report on client satisfaction and manage the resolution of client escalations **Role Requirements** + Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support + SAFE ACT Registration + Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC") + Maintain at least one firm approved designation + Possess and demonstrate strong communication skills + Ability to lead through collaboration and influence without direct authority + Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once + Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to manage risk and support sound decisions + Ability to research escalated client issues for response/resolution **Skills:** + Account Management + Business Acumen + Client Management + Client Solutions Advisory + Portfolio Management + Referral Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.
$54k-93k yearly est. 34d ago
Relationship Banker - Arlington Market - Bilingual Spanish Required
Bank of America 4.7
Falls Church, VA job
Arlington, Virginia;Arlington, Virginia; Alexandria, Virginia; Arlington, Virginia; Washington, District of Columbia; Arlington, Virginia; Arlington, Virginia; Alexandria, Virginia; Falls Church, Virginia; Baileys Crossroads, Virginia; Alexandria, Virginia **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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. + Collaborates effectively to get things done, building and nurturing strong relationships. + Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions for new and existing clients based on their needs. + Communicates effectively and confidently and is comfortable engaging all clients. + Has the ability to learn and adapt to new information and technology platforms. + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). + Applies strong critical thinking and problem-solving skills to meet clients' needs. + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. + Efficiently manages time and capacity. + Focuses on results, while acting in the best interest of the client. + Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. Vietnamese or Spanish Preferred - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent **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.
$27k-35k yearly est. 60d+ ago
Financial Solutions Advisor - Clocktower Financial Center
Bank of America 4.7
Herndon, VA job
Herndon, Virginia **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. Responsible Growth is how we run our company and how we deliver 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. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent 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 **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.
$60k-100k yearly est. 60d+ ago
Financial Center Assistant Manager - Annandale Financial Center
Bank of America Corporation 4.7
Annandale, VA 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 managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent. Responsibilities: * Manages client traffic, engaging and appropriately routing clients, and fosters client retention * Manages business results through formalized management routines and coaching * Creates a world class client experience environment * Manages market-level initiatives prescribed by market leaders * Drives operational excellence by engaging employees on business strategy * Manages organizational priorities and effective execution Required Qualifications: * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client * Collaborates effectively to get things done, building and nurturing strong relationships * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives * Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed * Communicates effectively and confidently and is comfortable engaging all clients * Has the ability to learn and adapt to new information and technology platforms * Applies strong critical thinking and problem-solving skills to meet clients' needs * Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations * Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment * Can interpret performance results, find opportunities to drive success and hold others accountable to results * Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: * Experience in financial services and knowledge of financial services industry, products and solutions * Experience in mortgage, retail and/or hospitality * Experience working in an environment with individual and team goals where goals were routinely met or exceeded * Bilingual skills Skills: * Coaching * Customer Service Management * Customer and Client Focus * Performance Management * Talent Development * Business Operations Management * Recruiting * Result Orientation * Risk Management * Sales Performance Management * Inclusive Leadership * Leadership Development * Prioritization * Problem Solving * Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
$75k-102k yearly est. 3d ago
Senior Trust Officer
M&T Bank 4.7
Falls Church, VA job
Responsible for the administration and fiduciary management of complex trust relationships within client relationships. Primary Responsibilities: Apply deep experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create new relationships and expand existing relationships. Provide superior client service and develop deep relationships with clients to best administer their trust accounts, generate solutions, and meet distribution needs. Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ensure the client team is aware of trust matters concerning the client. Manage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments and tax, correctness of beneficiary information, and that fee agreements are in place; monitor terminations as necessary. Play a key role in overall client satisfaction and retention through cultivating strong working relationships with clients and their advisors to develop a complete understanding of individual client needs. Communicate client needs and concerns to partners. Maintain comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of quality service and expand client relationships. Support market efforts to develop new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning trust administration. Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners. Serve as fiduciary resource to Wealth Advisors and other internal partners. Support the goals and objectives of the wealth practice and regional leadership by serving as a mentor and role model for less experienced staff. Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates, as well as industry standards and practices. Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Contribute to timely and accurate completion of Divisional ad-hoc initiatives/projects Complete other related duties as assigned. Scope of Responsibilities: An important component of the position is the ability to communicate internally with Bank management and executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc. Supervisory/Managerial Responsibilities: Not Applicable Education and Experience Required:Bachelors' degree and a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning experience. Strong verbal and written communication skills Strong presentation skills Strong planning skills Strong organizational skills Strong customer focus Thorough knowledge of fiduciary business including decisioning experience in complex fiduciary matters Experience attracting, expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation strategies Proficiency with personal computers Experience maintaining high level of integrity and professionalism Education and Experience Preferred: Juris Doctor (JD) or Master's degree Minimum of 10 years' experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor) certification Strong interpersonal skills Physical Requirements:M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $134,216.04 - $223,693.40 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationFalls Church, Virginia, United States of America
$68k-101k yearly est. Auto-Apply 53d ago
Relationship Banker - Loudoun Market - Bilingual Spanish Required
Bank of America 4.7
Reston, VA job
Reston, Virginia;Fairfax, Virginia; Dulles, Virginia; Purcellville, Virginia; Leesburg, Virginia; Stone Ridge, Virginia; Leesburg, Virginia; Ashburn, Virginia; Herndon, Virginia; Fairfax, Virginia; Herndon, Virginia; Chantilly, Virginia; Sterling, Virginia **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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. + Collaborates effectively to get things done, building and nurturing strong relationships. + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions for new and existing clients based on their needs. + Communicates effectively and confidently, and is comfortable engaging all clients. + Has the ability to learn and adapt to new information and technology platforms. + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). + Applies strong critical thinking and problem-solving skills to meet clients' needs. + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. + Efficiently manages time and capacity. + Focuses on results, while acting in the best interest of the client. + Can be flexible to work weekends and/or extended hours as needed. + ***** Bilingual Spanish Required ***** **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions. + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. + Six months of cash handling experience. + Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.
$27k-35k yearly est. 9d ago
Financial Solutions Advisor Registration Candidate - Manassas Financial Center
Bank of America 4.7
Manassas, VA job
Manassas, Virginia **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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. **We'll help you** - Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. - Get training and one-on-one coaching from Academy managers who are invested in your success. - Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. - Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. - Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. - Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. - Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Aptitude in obtaining required industry licenses. + Must be self-disciplined in managing time and capacity. + Experience in cultivating client relationships, accessing needs and recommending solutions. + Success creating strong peer relationships through effective communication and collaboration. + Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. + Executes multiple tasks simultaneously. + Learns and adapts to new technology or applications. **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **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** **Schedule:** Monday - Fridays and rotating Saturdays **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.
$60k-100k yearly est. 47d ago
Financial Center Manager - Pender Village Financial Center
Bank of America 4.7
Fairfax, VA job
Fairfax, Virginia **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 managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness. **Responsibilities:** - Develops talent, including proactive sourcing of candidates - Manages client traffic, engaging and appropriately routing clients, and fostering client retention - Manages business results through formalized management routines and coaching - Creates a world class client experience environment - Manages market-level initiative prescribed by market leaders - Drives operational excellence by engaging employees on business strategy - Manages organizational priorities and effective execution **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. - Breaks down barriers to create a more inclusive environment that supports company D&I goals - Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations - Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success - Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization - Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance - Efficiently allocates and manages resources across the organization to drive short and long term profitability - Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs - Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage4 **Required Qualifications:** - 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages your time and capacity. - Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment. - Can interpret performance results, find opportunities to drive success and hold others accountable to results. - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - 1+ years management experience including hiring, coaching, and developing direct reports - Experience in financial services and knowledge of financial services industry, products and solutions. - Experience working in an environment with individual and team goals where goals were routinely met or exceeded. - Bilingual skills. **Skills:** - Customer Service Management - Performance Management - Coaching - Customer and Client Focus - Talent Development - Risk Management - Sales Performance Management - Business Operations Management - Recruiting - Result Orientation - Referral Management - Leadership Development - Inclusive Leadership - Prioritization - Problem Solving **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent **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.
$75k-101k yearly est. 36d ago
Relationship Banker - Loudoun Market
Bank of America 4.7
Reston, VA job
Reston, Virginia;Fairfax, Virginia; Dulles, Virginia; Purcellville, Virginia; Leesburg, Virginia; Stone Ridge, Virginia; Leesburg, Virginia; Ashburn, Virginia; Herndon, Virginia; Fairfax, Virginia; Herndon, Virginia; Chantilly, Virginia; Sterling, Virginia **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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. + Collaborates effectively to get things done, building and nurturing strong relationships. + Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions for new and existing clients based on their needs. + Communicates effectively and confidently and is comfortable engaging all clients. + Has the ability to learn and adapt to new information and technology platforms. + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). + Applies strong critical thinking and problem-solving skills to meet clients' needs. + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. + Efficiently manages time and capacity. + Focuses on results, while acting in the best interest of the client. + Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. Vietnamese or Spanish Preferred - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills:** - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** - High School Diploma / GED / Secondary School or equivalent **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.
$27k-35k yearly est. 40d ago

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