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Heritage Land Bank jobs - 51 jobs

  • Senior Quality Analyst - Practice Solutions

    Bank of America 4.7company rating

    Westerville, OH 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: Responsible for performing quality audits and/or for reviewing evaluations completed by team managers. Ability to analyze and understand data and translate into coaching feedback by providing feedback to team managers and as input to formal associate education. Understand and determine if associate actions and decisions are in accordance with regulatory requirements and impacts to quality scoring. Identify trends, escalate problems, and take action. Communicate with leaders on team performance and trends. May organize review sessions for leaders and employees to identify strengths and opportunities out to ensure process/scoring consistency. Share best practices. Typically requires 2 to 4 years of related experience. Skills: Claims Management Controls Management Monitoring, Surveillance, and Testing Policies, Procedures, and Guidelines Management Quality Assurance Attention to Detail Investigation Management Problem Solving Risk Management Written Communications Adaptability Process Management Process Mapping Project Management Reporting Required Qualifications: Proficient computer skills Strong decision-making skills and problem-solving skills Excellent verbal and written communication skills Desired Qualifications: Ability to learn and adapt to ongoing changes and new technology platforms Experience in receiving and implementing performance feedback and coaching Self-motivated and results-oriented with excellent organizational skills Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $75k-93k yearly est. Auto-Apply 22d ago
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  • Administrative Assistant III - Buckeye Market

    Bank of America 4.7company rating

    Upper Arlington, OH job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner. Responsibilities:• Communicates with executives and line management to gather and convey relevant information • Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment • Manages the calendar of multiple executives proactively, effectively resolving conflicts that arise in a professional manner • Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments • Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills • Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems Required Qualifications: Minimum of 3+ years professional, Client focused or relevant internship experience required Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize while delivering results and detail oriented Applies strong critical thinking and problem-solving skills to meet client needs Demonstrates ability to learn and understand technology to assist client with the latest in Digital and Digital Banking Proficiency in Microsoft Office applications: Excel, Power Point, Co Pilot, and Power Point Enjoys a fast-paced environment with changing and evolving responsibilities Professional Verbal and Written Communication Desired Qualifications: Prior knowledge of financial products, policies & procedures is highly preferred. Undergraduate degree or equivalent experience preferred Skills: Administrative Services Attention to Detail Customer and Client Focus Planning Prioritization Adaptability Collaboration Event Planning Office Administration Problem Solving Facilities Management Oral Communications Recording/Organizing Information Research 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
    $30k-36k yearly est. Auto-Apply 4d ago
  • Vice President; Investment Banker

    Bank of America Corporation 4.7company rating

    Remote or New York, NY 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! Responsibilities * Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. * Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. * Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings. * Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings. * Oversee analysts and associates on client coverage, origination, and transaction execution teams. * Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions. * Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence. * Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee. * Handling global bank/bulge bracket investment banking transactions. * Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products. * Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis. * Conduct due diligence in connection with investment banking transactions. * Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution. * Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. * Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience * Master's degree or equivalent in Economics, Business Administration, Finance, or related: and * 3 years of experience in the job offered or a related Finance occupation. * Must include 3 years of experience in each of the following: * Global bank/bulge bracket investment banking transactions; * Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products; * Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis; * Conducting due diligence in connection with investment banking transactions; * Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and, * Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes. * In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience. * 10% domestic travel required, as necessary. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. EMPLOYER: BofA Securities, Inc. Shift: 1st shift (United States of America) Hours Per Week: 40
    $129k-186k yearly est. Easy Apply 14d ago
  • Credit Risk Professional- Home Equity

    Citizens Financial Group, Inc. 4.3company rating

    Columbus, OH job

    The Credit Risk Professional will be a critical member of the Home Equity Credit Risk Team, generating the statistical analysis used to inform credit strategy. Will work with our data resources to formulate policy recommendations, communicate those recommendations to important stakeholders, and collaborate with diverse teams to see those recommendations implemented successfully. Will be expected to wear multiple hats, solving problems across the full credit lifecycle and will have the opportunity to take ownership of solutions and see them through to completion in a fast-paced, challenging environment. Primary responsibilities include: * Utilize analytical and technical skills to uncover insights, develop policy recommendations, and solve critical business problems. * Work with proprietary Citizens data in conjunction with bureau data, property data and alternative data sources to shape credit risk strategy. * Analyze portfolio trends and investigate emerging risks to drive optimization of credit policy in a constantly evolving landscape. * Design statistical and mathematical models for reporting and predictive analytics. * Develop, automate and deliver regular reports and communications to senior management. * Communicate recommendations and insights to key stakeholders to influence decision making. * Collaborate with diverse teams to see strategy proposals implemented successfully. Qualifications: * 3+ years of Credit Risk experience - preferably real estate lending (mortgage and/or home equity). * 2+ years of relevant experience in a quantitative role utilizing statistical programing languages. * 2+ years Quantitative Skills - ability to develop and implement effective portfolio management routines that monitor key metrics, benchmark performance vs. peers, and identify emerging trends. * Expertise with one or more of the following technologies required: SQL, Python, R, Tableau. * Ability to drive actionable outcomes from analytical insight and effectively communicate findings and recommendations to business leadership. * Exceptional problem-solving acumen with ability to think strategically. * Time Management - ability to prioritize competing assignments and thrive in a fast-paced results orientated environment. Education: * Bachelor's degree in quantitative discipline required (Finance, Mathematics, Computer Science, Statistics, Engineering, etc.). * Masters/PhD in a quantitative discipline preferred. Hours & Work Schedule * Hours per Week: 40 * Work Schedule: Monday-Friday * Hybrid: 4 days per week onsite at a Citizens Corporate Office, 1 day remote Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award
    $65k-86k yearly est. Auto-Apply 2d ago
  • Relationship Banker - Columbus, OH Area

    Bank of America 4.7company rating

    Columbus, OH job

    Columbus, Ohio;Westerville, Ohio; Lewis Center, Ohio; Columbus, Ohio; Hilliard, Ohio; Columbus, Ohio **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 + Bachelor's Degree or business-relevant Associate's 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.
    $23k-28k yearly est. 43d ago
  • Data & AI Product Strategy Leader

    Citizens Financial Group, Inc. 4.3company rating

    Columbus, OH job

    Citizens is in the midst of a bold, enterprise-wide transformation-leveraging the power of data and AI to reimagine how we serve our customers, operate our business, and deliver value. This transformation spans multiple domains and requires a coordinated, strategic approach to integrating data across the organization. As a Data & AI Product Strategy Leader you will play a central role in executing this transformation strategy by owning and orchestrating the data components that fuel it. You'll lead the horizontal enablement of data workstreams, ensuring that product teams are aligned, supported, and delivering against strategic goals. This role is not just about data-it's about driving enterprise outcomes through the thoughtful coordination of people, processes, and technology. You'll serve as a consultative partner to senior leaders, a problem solver for delivery teams, and a hands-on product leader when needed. Your ability to navigate ambiguity, build relationships, and drive execution will be critical in bringing together diverse data efforts into a unified, impactful strategy. Specific Responsibilities Strategic Coordination & Program Enablement * Design and implement horizontal routines and governance structures that support cross-functional collaboration. * Ensure strategic alignment between data product initiatives and enterprise transformation goals. * Serve as a liaison between product teams, program leadership, and business stakeholders to drive integrated planning and execution. Product Leadership & Customer Advocacy * Step into product management roles when needed to ensure continuity and customer-centric delivery. * Promote a product mindset across teams, focusing on solving customer problems rather than executing predefined requirements. * Guide prioritization and decision-making to maximize business value and user impact. Problem Solving & Escalation Management * Identify and address risks, inefficiencies, and blockers across delivery teams and workstreams. * Facilitate structured problem-solving and escalation processes to maintain momentum and resolve issues. * Act as a strategic partner to product and analytic teams navigating complex challenges. Communication & Stakeholder Engagement * Communicate effectively across all levels of the organization, translating technical and strategic concepts into actionable insights. * Build trust and foster collaboration across diverse stakeholder groups, including technology, business, and executive leadership. * Mediate conflicts and promote shared ownership of outcomes. Budgeting & Financial Oversight * Support financial planning, budgeting, and resource allocation for data product initiatives. * Coordinate with delivery and domain leaders to develop and execute staffing plans that align with strategic priorities and program needs. * Act as a consultative partner to senior leaders and stakeholders, helping shape resource strategies and investment decisions through data-driven insights and strategic framing. Qualifications Experience & Skills * Proven experience managing financial performance and metrics for programs or small business units. * Familiarity with strategic frameworks such as OKRs (Objectives and Key Results). * Prior experience in product management or leading complex technology delivery projects. * Demonstrated ability in strategic planning and long-term solution development. * Strong analytical and structured problem-solving capabilities. * Excellent relationship-building and stakeholder management skills. * Exceptional verbal and written communication abilities. * Experience working in a matrixed environment with cross-functional teams. * Consultative mindset with the ability to influence decisions, guide teams, and shape strategy through thoughtful engagement and framing. Education & Certifications * Bachelor's degree required; advanced degree or relevant certifications (e.g., in product management, strategy, or analytics) are a plus. Hours & Work Schedule * Hours per Week: 40 * Work Schedule: Monday - Friday * Hybrid: 4 days on-site from a Citizens corporate office, 1 day remote Pay Transparency The salary range for this position is $150,000-$220,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . #LI-Citizens Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award
    $150k-220k yearly Auto-Apply 21d ago
  • Project Consultant I - Practice Solutions

    Bank of America 4.7company rating

    Westerville, OH 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: Leads the effort in the pre-closing and closing process on complex real estate loans, including construction, term, lines of credit, and letters of credit, some of which may be syndicated. Independently reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Relationship Account Officer, borrower, counsel, construction consultants and title companies. Monitors documentation requirements. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, and ensuring loan is in balance in accordance with approval. Preferred three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills. Responsibilities: Manages backlog of startup healthcare clients during the project phase of loan process Processes disbursements on behalf of clients Communicates frequently with internal/external partners and clients Identifies and delivers to client's needs through loan closing process Collects required documentation from client based on loan conditions Skills: Client Experience Branding Client Solutions Advisory Collaboration Customer and Client Focus Record Keeping Account Management Adaptability Required Qualifications: Proficient computer skills Strong decision-making skills and problem-solving skills Excellent verbal and written communication skills Strong customer service skills Desired Qualifications: Three or more years of previous real estate loan administration experience or real estate paralegal experience Ability to learn and adapt to ongoing changes and new technology platforms Experience in receiving and implementing performance feedback and coaching Self-motivated and results-oriented with excellent organizational skills Experience deepening relationships over the phone with clients Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $75k-105k yearly est. Auto-Apply 60d+ ago
  • Senior Data Analyst - Sanctions Screening Center of Excellence

    Bank of America 4.7company rating

    Remote or Charlotte, NC job

    Charlotte, North Carolina;Richmond, Virginia; Scranton, Pennsylvania **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 ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance. **Line of Business Description:** About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions. **Responsibilities:** + Primary responsibility is to create / update business rules to minimize the false-positive Sanctions alerts to improve efficiency and effectives of the CoE's alert review process. + Manage the multiple on-going initiatives by attending calls from various projects, understand the Sanctions needs from the projects, Provide requirements to the projects and track the status of these projects. + Analyze alerts on a daily basis to chalk out strategies to reduce the false-positives, using different pattern matching and trending techniques + Assist in on-boarding new applications / Clients into the Sanctions screening platform requiring detailed discussions with various lines of businesses in understanding the nature and type of data received from and assist in data mapping into standard formats acceptable for Sanctions screening + Ability to query & analyze the data required for ad hoc requirements on the fly and generate reports for the team to use. + Work with technology teams for requirements / testing and implementing changes to improve / automate CoE processes + Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set + Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship + Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform + Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform + Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents **Required Qualifications:** + Bachelor's degree in Computer Science, Data Management, Statistics or related fields + Intermediate knowledge in SQL and using tools like TOAD + Awareness of AI / Machine learning concepts and ability to implement such strategies + Experience in data analytics and interpretation of large volumes of data + Scripting experience with any language like Python, Java, VB **Desired Qualifications:** + Experience in Sanctions / AML processes + Data transformation / formatting experience and able to work with data in different formats + Knowledge of Economic Sanctions programs requirements + Experience in Global Banking & Markets business process + Experience in Sanctions screening applications like Fircosoft + Logical thinking capabilities with a technical mind-set + Advanced knowledge in using Microsoft Excel and MS Access + Knowledge in using Microsoft products Word, Outlook, Power-point and Visio + Knowledge of PowerBI /Tableau + Ability to prioritize, use own initiative, make quick decisions, be flexible and work independently + Ability to work remotely, with teams spread globally, under pressure, meet deadlines and navigate change + Ability to work and interact with people from a diverse range of backgrounds and opinions **Skills:** + Data Collection and Entry + Data Management + Data Modeling + Issue Management + Policies, Procedures, and Guidelines Management + Analytical Thinking + Collaboration + Data Governance + Data Quality Management + Data and Trend Analysis + Business Acumen + Controls Management + Production Support + Regulatory Compliance + Solution Design **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.
    $85k-109k yearly est. 60d+ ago
  • Asset Based Lending Senior Business Development Officer

    Bank of America Corporation 4.7company rating

    Columbus, OH 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! This job is responsible for sourcing new financing opportunities and leading deal teams through the analysis, approval, and execution phases of a transaction. Key responsibilities include working on sole lender, club, and widely syndicated ABL transactions and maintaining an external referral network of private equity firms, investment banks, consultants, and direct credit lenders. Job expectations include developing an internal referral network of relationship managers and credit product managers in Global Banking among other lines of business to work with prospective ABL clients and COIs. Responsibilities: * Originates new asset based lending credit facilities for companies $50MM+ in revenue * Acquires profitable client relationships through sales, prospecting, and enhancing existing relationships * Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends * Collaborates with internal bank partners to deliver asset based lending solutions to clients and prospects * Leads and facilitates dialogue with complex clients and prospects on topics such as the industry, alternative capital structures, and general business issues * Coaches and mentors peers, while utilizing leadership skills * Adapts to changes in sales practices and broader market and industry conditions as needed Skills: * Business Development * Negotiation * Sales Strategy * Client Management * Influence * Networking * Referral Identification * Oral Communications * Referral Management * Written Communications Required Skills * Direct calling experience at the CEO, CFO and MD level * Five+ years of experience in ABL Lending * Strong oral, written and analytical/credit skills * Ability to travel for in-person meetings * FINRA 7, 63 and 79 licenses (if not currently licensed, must be completed within 180 days of start date). Desired Skills * Completion of a bank credit training program. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $69k-108k yearly est. 32d ago
  • Merrill Experienced Financial Advisor

    Bank of America Corporation 4.7company rating

    Columbus, OH job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40
    $48k-80k yearly est. 32d ago
  • Financial Center Assistant Manager - MacArthur Road Financial Center

    Bank of America 4.7company rating

    Whitehall, OH 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
    $74k-101k yearly est. Auto-Apply 22d ago
  • Programs Sales Manager

    Bank of America 4.7company rating

    Westerville, OH 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! This job is responsible for managing and leading a team of Practice Solutions Relationship Account Officers accountable for selling financial products to healthcare professionals. Key responsibilities include to reviewing active portfolios of clients to drive business and credit opportunities, and assisting team members with escalating issues. Job expectations include understanding of Practice Solutions products and credit acumen, ability to work with internal and external partners/leaders, and coaching associates. Responsibilities: • Drives operational excellence and business strategy with an in depth knowledge of credit analysis, credit products, risk assessment, and structuring • Manages credit escalations, credit deal reviews and negotiation, spread analysis, and appeals throughout credit continuum • Demonstrates examples of improving specific businesses financial outcomes by interpreting financial statements, mitigants, recognizing specific levers for success, and providing credit expertise and influence • Partners with support teams (underwriting, fulfillment, project consultants, etc.) to drive business through the loan process 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. Diversity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Skills: Business Acumen Credit Documentation Requirements Process Management Sales Strategy Business Case Review Coaching Portfolio Analysis Process Performance Measurement Sales Performance Management Candidate Screening Customer Service Management Employee Counseling Relationship Building Workforce Diversity Management Required Qualifications: Experience with Practice Solutions products Strong knowledge of healthcare industry Sales experience and in-depth Credit acumen Prior management/team leadership experience Pipeline Management/Reporting and system knowledge Flexible and adaptable to changing business needs/requirements Desired Qualifications: Strong organizational skills with ability to prioritize and work under pressure to ensure to meet deadlines Effective interpersonal and communication skills with ability to resolve issues in a professional and timely manner working in a team Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $90k-117k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - Grove City

    Bank of America 4.7company rating

    Grove City, OH job

    Grove City, Ohio **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 + 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 + 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's 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.
    $23k-28k yearly est. 43d ago
  • Senior Data Analyst - Sanctions Screening Center of Excellence

    Bank of America 4.7company rating

    Remote or Charlotte, NC job

    Charlotte, North Carolina;Richmond, Virginia; Scranton, Pennsylvania **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 ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance. **Line of Business Description:** About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions. **Responsibilities:** + Primary responsibility is to create / update business rules to minimize the false-positive Sanctions alerts to improve efficiency and effectives of the CoE's alert review process. + Manage the multiple on-going initiatives by attending calls from various projects, understand the Sanctions needs from the projects, Provide requirements to the projects and track the status of these projects. + Analyze alerts on a daily basis to chalk out strategies to reduce the false-positives, using different pattern matching and trending techniques + Assist in on-boarding new applications / Clients into the Sanctions screening platform requiring detailed discussions with various lines of businesses in understanding the nature and type of data received from and assist in data mapping into standard formats acceptable for Sanctions screening + Ability to query & analyze the data required for ad hoc requirements on the fly and generate reports for the team to use. + Work with technology teams for requirements / testing and implementing changes to improve / automate CoE processes + Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set + Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship + Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform + Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform + Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents **Required Qualifications:** + Bachelor's degree in Computer Science, Data Management, Statistics or related fields + Intermediate knowledge in SQL and using tools like TOAD + Awareness of AI / Machine learning concepts and ability to implement such strategies + Experience in data analytics and interpretation of large volumes of data + Scripting experience with any language like Python, Java, VB **Desired Qualifications:** + Experience in Sanctions / AML processes + Data transformation / formatting experience and able to work with data in different formats + Knowledge of Economic Sanctions programs requirements + Experience in Global Banking & Markets business process + Experience in Sanctions screening applications like Fircosoft + Logical thinking capabilities with a technical mind-set + Advanced knowledge in using Microsoft Excel and MS Access + Knowledge in using Microsoft products Word, Outlook, Power-point and Visio + Knowledge of PowerBI /Tableau + Ability to prioritize, use own initiative, make quick decisions, be flexible and work independently + Ability to work remotely, with teams spread globally, under pressure, meet deadlines and navigate change + Ability to work and interact with people from a diverse range of backgrounds and opinions **Skills:** + Data Collection and Entry + Data Management + Data Modeling + Issue Management + Policies, Procedures, and Guidelines Management + Analytical Thinking + Collaboration + Data Governance + Data Quality Management + Data and Trend Analysis + Business Acumen + Controls Management + Production Support + Regulatory Compliance + Solution Design **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.
    $85k-109k yearly est. 1d ago
  • Vice President; Global Markets Risk Manager

    Bank of America 4.7company rating

    Remote or New York, NY job

    New York, New York **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! **Responsibilities:** + Report and monitor positions against market risk metrics and limits. + Liaise closely with trading desks to understand market trends in relation to portfolio changes. + Review and challenge risks related to new products, structured transactions and business strategies. + Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators. + Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability. + Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure. + Identify issues in both historical market data, security reference data, and front office pricing. + Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models. + Remote work may be permitted within a commutable distance from the worksite. **Required Skills & Experience:** + Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and + 5 years of progressively responsible experience in the job offered or a related Quantitative occupation. + Must include 5 years of experience in each of the following: + Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output; + Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis; + Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and; + Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. **EMPLOYER:** Bank of America N.A. **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.
    $119k-156k yearly est. Easy Apply 1d ago
  • Senior Banker - Capital Square Financial Center -

    Bank of America 4.7company rating

    Columbus, OH job

    Columbus, Ohio;Columbus, Ohio **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 serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. **Responsibilities:** + Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities + Assists, educates, and trains clients on conducting simple transactions through self-service technologies + Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy + Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment + In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months + 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 + Confident in identifying solutions for helping new and existing clients based on their needs + Strong written and verbal communications skills + Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) + Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances + Applies strong critical thinking and problem-solving skills to meet clients' needs + Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Associate's Degree or Bachelor's Degree in business, finance or a related field + Experience working in a financial center where goals were met or exceeded + Retail and/or sales experience in a salary plus incentive environment + Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded + Experience with financial information, spreadsheets and financial skills + Knowledge of banking products and services + Strong computer skills including Microsoft applications and previous experience utilizing laptop technology **Skills:** + Active Listening + 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.
    $63k-118k yearly est. 22d ago
  • Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Columbus, OH

    Bank of America 4.7company rating

    Columbus, OH job

    Columbus, Ohio **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:** 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. As a **Financial Solutions Advisor within the centralized segment of the Advisor Development Program,** your journey begins by 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. **The Academy** will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 60 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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to + Unlimited potential for financial growth. + A strong referral base from across the business through our relationship with one in every two households. + Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. + Robust marketing support to reach wider audiences with greater appeal. + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. + Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that + Believes in responsible growth and has a proven dedication to supporting the communities we serve. + Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. + Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. + Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. **Required Qualifications:** + Displays confidence working in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Applies relevant regulatory due diligence in daily activities and creating long-term client strategies **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously 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. **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.
    $48k-80k yearly est. 27d ago
  • Asset Based Lending Senior Business Development Officer

    Bank of America 4.7company rating

    Columbus, OH job

    Cleveland, Ohio;Cincinnati, Ohio; Columbus, Ohio **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! This job is responsible for sourcing new financing opportunities and leading deal teams through the analysis, approval, and execution phases of a transaction. Key responsibilities include working on sole lender, club, and widely syndicated ABL transactions and maintaining an external referral network of private equity firms, investment banks, consultants, and direct credit lenders. Job expectations include developing an internal referral network of relationship managers and credit product managers in Global Banking among other lines of business to work with prospective ABL clients and COIs. **Responsibilities:** + Originates new asset based lending credit facilities for companies $50MM+ in revenue + Acquires profitable client relationships through sales, prospecting, and enhancing existing relationships + Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends + Collaborates with internal bank partners to deliver asset based lending solutions to clients and prospects + Leads and facilitates dialogue with complex clients and prospects on topics such as the industry, alternative capital structures, and general business issues + Coaches and mentors peers, while utilizing leadership skills + Adapts to changes in sales practices and broader market and industry conditions as needed **Skills:** + Business Development + Negotiation + Sales Strategy + Client Management + Influence + Networking + Referral Identification + Oral Communications + Referral Management + Written Communications **Required Skills** + Direct calling experience at the CEO, CFO and MD level + Five+ years of experience in ABL Lending + Strong oral, written and analytical/credit skills + Ability to travel for in-person meetings + FINRA 7, 63 and 79 licenses (if not currently licensed, must be completed within 180 days of start date). **Desired Skills** + Completion of a bank credit training program. **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.
    $69k-108k yearly est. 60d+ ago
  • Senior Data Analyst - Sanctions Screening Center of Excellence

    Bank of America 4.7company rating

    Remote or Charlotte, NC 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 ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance. Line of Business Description: About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions. Responsibilities: Primary responsibility is to create / update business rules to minimize the false-positive Sanctions alerts to improve efficiency and effectives of the CoE's alert review process. Manage the multiple on-going initiatives by attending calls from various projects, understand the Sanctions needs from the projects, Provide requirements to the projects and track the status of these projects. Analyze alerts on a daily basis to chalk out strategies to reduce the false-positives, using different pattern matching and trending techniques Assist in on-boarding new applications / Clients into the Sanctions screening platform requiring detailed discussions with various lines of businesses in understanding the nature and type of data received from and assist in data mapping into standard formats acceptable for Sanctions screening Ability to query & analyze the data required for ad hoc requirements on the fly and generate reports for the team to use. Work with technology teams for requirements / testing and implementing changes to improve / automate CoE processes Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents Required Qualifications: Bachelor's degree in Computer Science, Data Management, Statistics or related fields Intermediate knowledge in SQL and using tools like TOAD Awareness of AI / Machine learning concepts and ability to implement such strategies Experience in data analytics and interpretation of large volumes of data Scripting experience with any language like Python, Java, VB Desired Qualifications: Experience in Sanctions / AML processes Data transformation / formatting experience and able to work with data in different formats Knowledge of Economic Sanctions programs requirements Experience in Global Banking & Markets business process Experience in Sanctions screening applications like Fircosoft Logical thinking capabilities with a technical mind-set Advanced knowledge in using Microsoft Excel and MS Access Knowledge in using Microsoft products Word, Outlook, Power-point and Visio Knowledge of PowerBI /Tableau Ability to prioritize, use own initiative, make quick decisions, be flexible and work independently Ability to work remotely, with teams spread globally, under pressure, meet deadlines and navigate change Ability to work and interact with people from a diverse range of backgrounds and opinions Skills: Data Collection and Entry Data Management Data Modeling Issue Management Policies, Procedures, and Guidelines Management Analytical Thinking Collaboration Data Governance Data Quality Management Data and Trend Analysis Business Acumen Controls Management Production Support Regulatory Compliance Solution Design Shift: 1st shift (United States of America) Hours Per Week: 40
    $85k-109k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - Columbus, OH Area

    Bank of America 4.7company rating

    Hilliard, OH job

    Columbus, Ohio;Westerville, Ohio; Lewis Center, Ohio; Columbus, Ohio; Hilliard, Ohio; Columbus, Ohio **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 + Bachelor's Degree or business-relevant Associate's 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.
    $23k-28k yearly est. 43d ago

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Heritage Land Bank may also be known as or be related to Heritage Land Bank, Heritage Land Bank - Lufkin Branch and Heritage Land Bank Aca.