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Rabobank N.A. jobs in Atlanta, GA

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  • Associate, Corporate Finance

    Rabobank 4.8company rating

    Rabobank job in Atlanta, GA

    Opportunity to work on M&A deal origination and execution for Rabobank's clients in the food and agriculture industry globally, with a focus on the Americas and cross-border transactions. Be a part of a team of expert professionals and gain exposure to the major areas of investment banking. Joining Rabobank, you will be an integral part of our inclusive teams and contribute to the bank's core mission of "Growing a better world together". Our Shared Future: "Working in Rabobank's Corporate Finance team is an exciting opportunity to gain knowledge and build experience in M&A advisory and origination" You and Your Job As a Corporate Finance Associate you will be successful by supporting senior bankers on the origination and execution of M&A transactions, by showing a genuine interest in corporate finance and in the food & agriculture sector, and by demonstrating a drive to learn and develop your technical, commercial and relationship skillset The Corporate Finance Associate is expected to provide a broad range of analytical, transaction, and marketing support functions to the professionals in the Corporate Finance group and client project teams. The focus of the role will be on assisting senior bankers on tasks performed during the origination and execution of transactions (primarily M&A) and development of new business prospects, including preparing industry analysis, company profiles, information memoranda and presentations. Corporate Finance Associates are also responsible for financial modeling, valuation analyses, M&A and LBO modeling. Job Responsibilities Support global and regional senior bankers in the creation of new strategic and corporate finance ideas. Play an active role in the day-to-day execution of M&A mandates. Prepare financial models, projections, and merger analyses. Prepare presentations, confidential information memoranda, and management presentations. Your Promise to Us: To be considered for the Associate, Corporate Finance role, you must have: * Bachelor's degree, and MBA or other graduate degree in finance or related studies. * Academic record (strong GPA). * Good understanding of transaction cycles and the M&A product. * Excellent quantitative and analytical skills. * Excellent verbal and written communication skills. * Good financial and computer (Excel, PowerPoint, and Word) proficiency. * Demonstrated ability to work cooperatively * Ability to travel regionally, up to 15% Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position. Our Commitment to you - cultivating your way beyond pay: Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff. We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need. Our employee benefits are focused on four main components: Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs. Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions. Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.) Workforce Well-Being supports a hybrid working model that offers the flexibility to split your time between home and the office-typically 2-3 days remote and the remaining days onsite-promoting both productivity and personal well-being. Our Organization: Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets. In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ****************** Salary Expectations: Target Hiring Range: $160,000.00 - $170,000.00 This position is subject to the terms of Rabobank's compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility. Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above. At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team? This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified. #LI-Hybrid
    $160k-170k yearly 60d+ ago
  • Wholesale Support Team - Team Lead Core Lending

    Rabobank N.A 4.8company rating

    Rabobank N.A job in Atlanta, GA

    Job TitleWholesale Support Team - Team Lead Core LendingJob Description This individual will bridge communication and support between the Relationship Bankers and Operations for Core Lending North America. The teammate will provide leadership and guidance to junior teammates and help advance the overall strategic vision of the Wholesale Support Team. He/She will assist with the review of Credit Agreements as it relates to operational functionality and liaise with operations to ensure proper deal execution. Our Shared Future: "Step into the action with high-impact deal closings and gain unmatched exposure across the bank-from product innovation to relationship strategy." - Associate You and Your Job As a Wholesale Support Core Lending Team Leader, you will be successful if you can effectively lead the Core Lending team to communicate well with both Relationship Bankers and Operations as the team supports transaction closings and deal execution. The Wholesale Corporate Client Support Team (WST) Team Lead plays a crucial role in guiding the WST function, providing invaluable support to the Wholesale Corporate Client Deal Team throughout the pre-closing and closing stages of transactions. Beyond the transactional phases, the WST Team Lead takes on the responsibility of overseeing all necessary actions to uphold the transaction portfolio. This individual serves as a catalyst for positive change, upholding the wholesale strategy, fostering collaboration with internal stakeholders, and offering guidance and support to team members. It is essential for the Lead to proactively identify areas for improvement within our processes and offer solutions to enhance the overall efficiency of our team. Cultivating a culture of teamwork and delivering exceptional client service are key priorities for the WST Team Lead. Job Responsibilities Leading and developing the junior members of the team in the deal closing, amendment, and refinancing process as well as preparing them for future desired roles within the organization Ensuring all WST processes and procedures are followed in accordance with policy Documenting process changes in the WST procedures thus maintaining a representation of control over our processes Coordinating the internal approval process and external documentation process (including doc review) for new transactions, renewals, and amendments Maintaining a direct dialogue with clients and bank participants regarding transaction deals, operational issues and upcoming amendments, including arranging and conducting business due diligence-reviews Identifying changes in the requirements for transactions, based on developments, in the regulatory environment and internal capital/liquidity models Creating a client service environment, building relationships, arranging annual visits to ensure Rabobank is providing premier customer service support to our client franchise Liaise and build strong relationships with members of Corporate Clients and Support teams (Operations (incl. Client Onboarding), Compliance, Risk, Legal and Finance) to ensure an efficient, effective and sustainable support model for our franchise Identify areas of deficiency within our process and bring solutions to better the overall process for our team Build a culture of team work and excellent client service Work with the business change leader on projects, risks, reporting and procedures Strong managerial skills and be able to manage in a hybrid environment Manager Responsibilities As a Rabo NA leader you will have continuous opportunities to further your professional growth and development through traditional learning paths and programs, connection-points with senior leaders, peer-to-peer interactions, stretch opportunities, an alumni program and more. You will have the opportunity to interact with and learn from leaders all over the world. Your Promise to Us: To be considered for the Core Lending Team Leader role, you must have: Bachelor's Degree - Preferably in Finance 7+ years' experience Prior management/leadership experience Process documentation experience preferred Syndicated Loan and Commercial Loan Agreement Experience Ability to travel regionally up to 15% Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position. Our Commitment to you - cultivating your way beyond pay: Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff. We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need. Our employee benefits are focused on four main components: Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs. Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions. Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.) Workforce Well-Being supports a hybrid working model that offers the flexibility to split your time between home and the office-typically 2-3 days remote and the remaining days onsite-promoting both productivity and personal well-being. Our Organization: Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets. In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ****************** Salary Expectations: Target Hiring Range: $130,000.00 - $150,000.00 This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility. Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above. At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team? This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified. #LI-Hybrid
    $130k-150k yearly Auto-Apply 26d ago
  • Customer Assistance Specialist/Collections

    Toyota Motor Company 4.8company rating

    Alpharetta, GA job

    Who we are Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for talented team members who want to Dream. Do. Grow. with us. An important part of the Toyota family is Toyota Financial Services (TFS), the finance and insurance brand for Toyota and Lexus in North America. While TFS is a separate business entity, it is an essential part of this world-changing company- delivering on Toyota's vision to move people beyond what's possible. At TFS, you will help create best-in-class customer experience in an innovative, collaborative environment. To save time applying, Toyota does not offer sponsorship of job applicants for employment-based visas or any other work authorization for this position at this time. Who we're looking for Toyota's Experience Center - Eastern Customer Assistance Team is looking for a passionate and highly motivated Customer Assistance Specialist. The Customer Assistance Team partners with customers to clearly communicate account status and ensure any late payments are addressed and averted. The team provides live support via inbound or outbound interactions across the TFS, LFS, and Private Label portfolios, and ensures customers are aware of their options and are properly educated about possible solutions. Due to the specialized nature of collections activities, an effective and customer-centric approach to these guest interactions is central to the broader TFS strategy. Customer Assistance Specialists are responsible for handling inbound and outbound calls for collection accounts, account maintenance, and liquidation for assigned portfolios. Customer Assistance Specialists are responsible for working accounts efficiently to maintain consistent follow-up, ensure account compliance, and complete necessary account maintenance. Specialists in Customer Assistance will also evaluate and mitigate loss exposure, providing customer-oriented service and problem resolution in accordance with established guidelines and call models. Center Operating Hours You must be available to work a shift between the hours of 8am-8pm. Your work schedule will include 2 nights until 8pm. Training Training for this position will fall between the hours of 8am-6pm Georgia time for 9 weeks. The first 6 weeks will be virtual training and the last 3 weeks of training will be in the office at our Alpharetta location. Pay/Benefits Competitive base salary as well as benefits effective day 1. Hybrid (Home/Onsite) work schedule following training based on meeting and maintaining performance expectations. What you'll be doing * Analyze payment history and notes from the system and clearly communicate status to the customer using Call Model guidelines. * Document all activities in accordance with established procedures in a clear and concise manner utilizing the appropriate systems and appropriate forms. * Analyze account characteristics and negotiate with customers on acceptable arrangements to bring their account current and/or recommend appropriate solutions. * Use appropriate collection and skip tracing tools to maintain delinquencies, repossessions, and losses at or below corporate objectives. * Promptly report/refer sensitive and complex issues to the Customer Assistance Supervisor. * Complete non-phone-based projects and account maintenance/remediation efforts. * Offer critical decision-making as necessary when assigning accounts out for repossession. What you bring * HS Diploma or GED is required. * Previous collections experience is required. * Work collaboratively with other team members at all levels of the organization. * Listens actively and remains engaged. * Excellent verbal communication and interpersonal skills; easy to understand. * Adaptability and coachability to work through complex changes/situations. * Working knowledge of Microsoft Office Applications (Word, PowerPoint, Excel, etc.). Added bonus if you have * College degree or equivalent work experience preferred. What we'll bring During your interview process, our team can fill you in on all the details of our industry-leading benefits and career development opportunities. A few highlights include: * A work environment built on teamwork, flexibility and respect * Professional growth and development programs to help advance your career, as well as tuition reimbursement * Team Member Vehicle Purchase Discount * Toyota Team Member Lease Vehicle Program (if applicable) * Comprehensive health care and wellness plans for your entire family * Toyota 401(k) Savings Plan featuring a company match, as well as an annual retirement contribution from Toyota regardless of whether you contribute * Paid holidays and paid time off * Referral services related to prenatal services, adoption, childcare, schools and more * Tax Advantaged Accounts (Health Savings Account, Health Care FSA, Dependent Care FSA) Belonging at Toyota Our success begins and ends with our people. We embrace all perspectives and value unique human experiences. Respect for all is our North Star. Toyota is proud to have 10+ different Business Partnering Groups across 100 different North American chapter locations that support team members' efforts to dream, do and grow without questioning that they belong. Applicants for our positions are considered without regard to race, ethnicity, national origin, sex, sexual orientation, gender identity or expression, age, disability, religion, military or veteran status, or any other characteristics protected by law. Have a question, need assistance with your application or do you require any special accommodations? Please send an email to *****************************.
    $26k-30k yearly est. Auto-Apply 16d ago
  • Lead Operations Representative

    Bank of America Corporation 4.7company rating

    College Park, GA 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 handling day-to-day Operations processes and working towards deadlines. Key responsibilities include completing all workflows, providing guidance to other team members, assisting internal business partners, and providing functional expertise. Job expectations include performing routine and various item processing functions under moderate supervision within a process that has built-in checks and balances. LOB Job Description: Individual contributor role that demonstrates leadership qualities. Processes transactions in one or more of the company's internal operations to support domestic and international consumer, commercial and wholesale bank businesses or services functions. Responsibilities may include: basic level reporting, customer service support, reviewing and processing transactions for item processing, , reconciling, statement rendering, and performing other support operations functions as required. Maintains internal operational and financial controls and ensures they meet bank standards. Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients. Performs all the functions required and typically acts as a workflow coordinator and/or a subject matter expert. Able to prioritize and distribute daily work to meet deadlines and goals. Demonstrates a good working knowledge of the processes and procedures and the ability to identify and implement process improvement opportunities. May provide guidance and direction to less experienced team members Responsibilities: * Contributes to overall success of an Operations team as an individual contributor * Handles operational activities and queries for either single or multiple Lines of Business across the enterprise * Adheres to deadlines set internally within the business unit or those in agreed Service Level Agreements with internal or external business partners * Provides functional expertise knowledge to projects or initiatives relating to the business unit * Maintains internal operational and financial controls and works within the risk appetite of the business unit * Continues to review processes to ensure they are efficient and implements process improvement opportunities LOB Specific Responsibilities: * Works with Managers and Team Leads to handle inquiries received from high revenue clients via email or internal request system. * Requests consist of treasury, cash management and/or depository products. * May also work with internal business partners to provide resolution to client inquiries, issues, and/or technical support. * Responsible for reading, analyzing and/or determining appropriate research, handling and resolution of requests. * Interacts continuously and deepens relationships with internal business partners as well as clients to further enhance client delight; * Conduct limited research and respond to internal business partner and be able answer questions and inquiries; Utilize the various bank systems to support client requests. * Support business during process disruptions which can result in a need to work overtime. * Ensures daily return checks processed, meeting REG CC requirements. Required Qualifications: * Ability to work Monday through Friday 11:45 am -8:15 pm ET OR 10:45 am -7:15pm CT, with occasional need to stay longer to meet service level agreements. * 1+ years of experience working with Bank Operations and Check products. * 1+ years of experience resolving client requests with internal business partners. * Intermediate proficiency in written (including grammar and spelling) and verbal communications * Effective interpersonal skills. * Ability to analyze, research and resolve client inquiries. * Ability to work independently with little direction and meet client service level agreements * Comfortable receiving ongoing performance feedback and coaching. * Comfortable with ongoing change and learning new technology/processes. * At least an intermediate ability in PC computer skills while navigating multiple banking systems Desired Qualifications: * Experience in Check Fraud detection a plus Skills: * Active Listening * Adaptability * Attention to Detail * Collaboration * Data Collection and Entry * Critical Thinking * Customer and Client Focus * Oral Communications * Planning * Reporting * Account Management * Conflict Management * Decision Making * Inclusive Leadership * Process Management Shift: 2nd shift (United States of America) Hours Per Week: 40
    $88k-109k yearly est. 14d ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Alpharetta, GA job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. Specific responsibilities include, but are not limited to: Managing the branch's Wealth Management Client Associates and Service Support Staff Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Resolving complex, escalated client service and operational needs Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service, problem resolution, and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $41k-71k yearly est. Auto-Apply 60d+ ago
  • Commercial Credit Officer

    Bank of America 4.7company rating

    Atlanta, GA 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 national portfolio of Global Commercial Banking (GCB) FinTech relationships, working directly with clients and prospects to provide financing solutions for multinational FinTech companies in the payments and financial software verticals. Key responsibilities include originating and structuring loans, negotiating terms and conditions, leading the credit process from pitch through underwriting, approval, booking and closing, with a focus on growing loans and credit revenue and managing asset quality. The Commercial Credit Officer (CO) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients, whether publicly traded or privately held. Products include lines of credit, term loans, and syndicated loans. The CO manages all of the ancillary credit exposure to clients and maintains knowledge of other Bank of America products including investment banking, treasury management and hedging solutions that have credit exposure, and leverages product and industry expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an underwriting team that supports the business. FinTech is a fast-paced work environment with a highly active portfolio and strong deal flow from large cap and middle market companies. Experience with FinTech companies is preferred. Responsibilities: Manages the credit process for a portfolio of clients Negotiates credit documentation and manages the legal documentation process Leads the credit and risk approval processes Builds relationships with existing and prospective clients Mentors and supports associates Provides capital structure solutions Required Qualifications: 10+ years of solid Commercial Banking experience Experience in financial analysis, structuring, underwriting and portfolio management Analytical/technical skills, including financial accounting, modeling and loan structuring Strong communication skills; ability to communicate vertically, horizontally, and externally Strong FinTech industry knowledge Skills: Client Solutions Advisory Financial Analysis Loan Structuring Risk Management Underwriting Account Management Credit Documentation Requirements Credit and Risk Assessment Decision Making Issue Management Analytical Thinking Coaching Collaboration Critical Thinking Customer and Client Focus Minimum Education Requirement: BA/BS Degree Desired Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CO - Denver - 370 17TH ST - REPUBLIC PLAZA (CO1004) Pay and benefits information Pay range$125,000.00 - $200,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $125k-200k yearly Auto-Apply 60d+ ago
  • Software Engineer III-C#

    Bank of America 4.7company rating

    Kennesaw, GA 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: Axia/Healthcare Payments is the bank's first AWS hosted In-Production platform. Require a Lead Software Engineer with the skillset to support the expanding and revenue generating platform. We have a critical risk on AWS / Cloud / Container knowledge within global tech that needs support as quickly as we can resolve This job is responsible for developing and delivering complex requirements to accomplish business goals. Key responsibilities of the job include ensuring that software is developed to meet functional, non-functional and compliance requirements, and solutions are well designed with maintainability/ease of integration and testing built-in from the outset. Job expectations include a strong knowledge of development and testing practices common to the industry and design and architectural patterns. Responsibilities: Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle Performs spike/proof of concept as necessary to mitigate risk or implement new ideas Automates manual release activities Designs, develops, and maintains automated test suites (integration, regression, performance) Required Qualifications: Minimum 5 years of job related experience required . Proficiency in C# and/or JAVA development, including Spring Boot and RESTful APIs. Cloud Application Development using AWS/Azure/Containers Must be proficient in designing, deploying, and managing cloud infrastructure on AWS / Azure of Containers. Expertise in building microservices and deploying the workloads via CICD. Expert in application architecture, system performance optimization and solving complex problems. Desired Qualifications: Team Building (no direct reports) Project Management Stakeholder communication Skills: Application Development Automation Influence Solution Design Technical Strategy Development Architecture Business Acumen DevOps Practices Result Orientation Solution Delivery Process Analytical Thinking Collaboration Data Management Risk Management Test Engineering Shift: 1st shift (United States of America) Hours Per Week: 40
    $86k-108k yearly est. Auto-Apply 36d ago
  • Audit Supervisor - Commercial Credit

    Bank of America 4.7company rating

    Atlanta, GA 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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The team covers Commercial Credit risk, underwriting, and monitoring. The individual will be responsible for independently performing test work during over end-to-end commercial credit risk processes, including leveraged lending and traded products . Key responsibilities include independently designing and executing audit tests, assessing issues for business impact and recommending severity ratings, and establishing business partner relationships. Job expectations include evaluating the control environment, fostering an inclusive work environment, applying product, business, and technical expertise, and supporting team members with development. Responsibilities: Executes audit strategy for the sound application of risk-based auditing by defining audit scope and audit programs, and leverages automation and innovative methods in a timely and high quality manner Exercises sound knowledge of product, business, and technical expertise to effectively challenge management to improve the control environment Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings Provides input on draft audit reports and shares audit results with business leaders Supports the development of peers and teams through on-the-job-training and fosters an inclusive work environment Establishes business partner relationships, primarily with line management, to develop business knowledge Uses innovative tools to complete audit activities more efficiently (e.g., testing) Skills: Analytical Thinking Audit Planning Internal Audit Review Issue Management Risk Management Attention to Detail Automation Business Acumen Project Management Technical Documentation Coaching Critical Thinking Relationship Building Written Communications Required Qualifications: Must have a minimum of 5 + years of Credit, Risk and/or Auditing experience -Commercial Credit, Leveraged Lending, Global Markets, and/or Counterparty Credit Risk knowledge and experience Bachelor's Degree OR equivalent related work experience. -Sound organizational, analytical, oral and written communication skills - Ability to successfully communicate to influence management and lead change in both strategic and tactical initiatives -Self Starter, desire to learn able to teach others, high energy, positive attitude, exhibits flexibility -Strong analytical skills. Ability to analyze large amounts of data and turn it into usable information -Ability to work in a very detailed manner as well as to look broadly across a population and develop connections and themes identifying risk and concerns -Ability to juggle multiple work efforts and to quickly change direction, as needed Desired Qualifications: - Data Analytics, data reporting, or data management experience - Advanced degree -Strong presentation skills -Strong preference to having Audit experience Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - East Hartford - 101 E River Dr - One Riverview Square (CT2550), US - RI - Providence - 1 Financial Plaza (RI1537) Pay and benefits information Pay range$100,000.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $100k-125k yearly Auto-Apply 60d+ ago
  • Private Bank Associate, Trust (PBA)

    Bank of America 4.7company rating

    Atlanta, GA 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! Private Bank Associate, Trust (PBA), Atlanta - This job is responsible for supporting Private Bank Trust Officers in functions related to investment management and trust account administration. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client. Responsibilities: Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios Supports and facilitates client requests to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products. . Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner Prior high network worth client support experience in addition to 1-2 yrs of prior personal trust administration experience and knowledge BS/BA degree in Trust, Business, Finance, Legal or Economic strongly desired Skills: Account Management Attention to Detail Collaboration Recording/Organizing Information Written Communications Active Listening Adaptability Customer and Client Focus Issue Management Prioritization Critical Thinking Customer Experience Improvement Decision Making Pipeline Management 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 eligible to post. Shift: 1st shift (United States of America) Hours Per Week: 40
    $37k-82k yearly est. Auto-Apply 45d ago
  • Credit Executive, Global Wealth & Investment Management

    Bank of America 4.7company rating

    Atlanta, GA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients. Responsibilities: • Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements • Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility • Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients • Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration • Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience • Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits Required Qualifications: • 10 plus years of commercial credit or wealth management credit experience • Strong oral and written communication skills • Effectively present to Merrill leadership and advisors around Custom Credit • Strong credit skills (commercial / UHNW) • Organized and can handle/prioritize several transactions at the same time • Ability to work well with with underwriting, risk, and other business partners • Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures • Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc. • Manage ongoing loan portfolio (reporting, covenants, etc.) Desired Qualifications: • Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans • BS degree / MBA Skills: • Business Development • Loan Structuring • Negotiation • Prospecting • Relationship Building • Active Listening • Business Acumen • Client Management • Customer and Client Focus • Profitability Analysis • Influence • Pipeline Management • Portfolio Management • Problem Solving • Sales Strategy Shift: 1st shift (United States of America) Hours Per Week: 40
    $92k-138k yearly est. Auto-Apply 60d+ ago
  • CFO Quantitative Finance Analyst - Non-Registered (Infrastructure)

    Bank of America 4.7company rating

    Atlanta, GA 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 conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. The Senior Technology Infrastructure Systems Administrator must be a self-starter with strong Linux & Netapp Storage skills who is comfortable working hands-on with with critical trading systems. This position will work with a team responsible for architecting, building & maintaining a heterogeneous technology platform, including, but not limited to, Linux compute clusters & NetaApp filers. Responsibilities: Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches Required Qualifications: Minimum of 5 years' strong experience with RedHat Linux Experience with Netapp NAS storage Scripting and automation experience Ability to work well in a cooperative, time-sensitive, market-driven environment Ability to manage multiple priorities with minimal supervision Analytical skills, critical thinking and strong desire to learn Desired Qualifications: Bachelor's or Master's degree (preferably in Information Technology, Computer Science) Working knowledge of general bank policies, programs, and procedures Big Data, Data Management & Data Analytic experience: SAS, Hadoop, Vertica, Spark, Oracle DB, SQL DB Skills: Critical Thinking Quantitative Development Risk Analytics Risk Modeling Technical Documentation Adaptability Collaboration Problem Solving Risk Management Test Engineering Data Modeling Data and Trend Analysis Process Performance Measurement Research Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $64k-98k yearly est. Auto-Apply 51d ago
  • Credit Manager II (Covered)

    Bank of America 4.7company rating

    Atlanta, GA job

    Charlotte, North Carolina;Washington, District of Columbia; Atlanta, Georgia; Baltimore, Maryland; Tampa, Florida **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:** The Commercial Credit Manager (CCM) functions as the credit underwriting team leader for one or more markets, providing market leadership in partnership with the Market Executive (ME) and Treasury Solutions Manager (TSM). The CCM focuses on product and policy expertise while managing a credit underwriting team responsible for expanding and retaining both a Business Banking and Middle Market portfolio, generating revenue, driving profitability and delivering solutions that will lead to client satisfaction and loyalty. The CCM also oversees appropriate execution of credit solutions while optimizing risk and return, managing asset quality, and ensuring high quality underwriting that aligns with policy and procedures. The CCM continually enhances team performance, develops future leaders and preserves the talent depth of the team by selecting new members, arranging appropriate training and development, coaching, managing performance, removing obstacles to ensure the team's success, and when appropriate, exporting talent. The CCM is responsible for establishing a diverse and inclusive workplace and focusing on employee and client satisfaction. The CCM is accountable for leading and coaching his/her team to design and deliver integrated solutions, underwriting, structuring, and negotiating those solutions at the market level. CCM's partner closely with relationship management teammates in Global Commercial Banking and Business Banking to consult on sales opportunities and provide the product expertise necessary to deliver the best solution to the client. When required, the CCM participates in or leads enterprise projects and initiatives. **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals. + Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations. + Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success. + Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization. + People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance. + Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability. + Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs. + Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage. **Skills:** + Coaching + Decision Making + Hiring and Onboarding + Loan Structuring + Underwriting + Credit Documentation Requirements + Oral Communications + Prioritization + Risk Management + Written Communications + Analytical Thinking + Business Acumen + Client Solutions Advisory + Collaboration + Executive Presence **Required Skills:** General Qualifications: 12+ years of Commercial Banking Credit Experience 3+ years' experience managing a credit team Strong communication and negotiation skills Ability to handle change and drive results Executive Presence required **Minimum Education Requirement:** Bachelor's Degree required with Advanced Degree preferred **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.
    $76k-102k yearly est. 48d ago
  • Wealth Management Client Associate

    Bank of America 4.7company rating

    Atlanta, GA job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5
    $42k-52k yearly est. Auto-Apply 60d+ ago
  • ServiceNow Platform Operations Specialist

    Bank of America Corporation 4.7company rating

    Kennesaw, GA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The ServiceNow Platform Operations Specialist will have a leading role in maintaining the ServiceNow platform as defined by the Product teams. Our Operations team is responsible for level-2 end-user support, code migration/release support as well as production availability for over 10 ServiceNow instances. This role will provide hands on technical expertise to resolve service availability issues which includes coordinating cross team efforts to perform root cause analysis and problem resolution. You will work in a team environment to plan and implement software (or hardware) changes. We participate in various phases of the application lifecycle including plan, server build and software installation, release implementation, continuous improvement, and decommission. At these early stages of our ServiceNow deployment, sharing knowledge and developing a documentation library as a team will be essential to our success. This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include documenting or modifying knowledge, performing investigations, identifying incidents, mitigating impacts and engaging in triages, and working with technology teams to identify and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration. Responsibilities: * Maintain and support the ServiceNow platform while adhering to bank policies and standards. * Manage ServiceNow code quality control processes and routine * Lead and mentor a team of operations specialists assigned to work on ServiceNow * Respond to incidents for application availability issues as part of on-call duties * Respond to incidents/pages for application functional issues or questions as part of daily duties * Use your technical knowledge to triage service availability issues and restore service * Research and resolve system defects, lead root cause analysis, and drive permanent resolution * Ensure appropriate monitoring is in place and maintained to ensure application availability * Participate in software release implementation meetings * Participate in and coordinate maintenance activities * Prepare and maintain application support/process documentation * Develop management jobs, automation routines, or deployment scripts * Monitors and supports application components and infrastructure critical to the business, such as relevant technologies and dashboards, responds to alerts regarding production incidents, and resolves issues prior to customer service interruption * Fulfills requests from users, operations, auditors, and regulators within service level agreements and drives operational excellence through process improvement and monitoring development efforts related to supported technologies * Onboards monitoring tools and applications in access system(s) of record to research potential production incidents, meet user requirements and service changes, and identify and implement automation opportunities in partnership with architects and engineers * Communicates status updates and technical details, such as infrastructure, application and client impact, and component points of failure to management, and provides reporting on environment and incident status in operational meetings * Performs environment routing and cycling, implements splash pages, and liaises with development teams to design and configure auto provisioning, straight thru revocation (STR), and straight thru processing (STP) * Manages aged revocation monitoring to identify and fix defects in applications and systems of record * Prepares technical documentation and develops procedures for trouble shooting incidents in order to identify production failure scenarios, vulnerabilities, and improvement opportunities requiring escalations Required Qualifications: * ServiceNow Certified System Administrator (CSA) certification, product micro certifications * Proven experience as a administrator in highly regulated environments * Experience in maintaining multiple ServiceNow environments * Minimum of 5+ years of experience a ServiceNow development and engineering with emphasis on platform management * Experience monitoring and maintaining ServiceNow products, supporting software engineering, maximizing data processing systems, building cloud-compatible services, and operating within an enterprise IT lifecycle * Experience supporting ServiceNow integrations for security, risk, and compliance * Experience with ServiceNow instance cloning and management * Experience maintaining both Windows and Linux MID servers. Desired Qualifications: * Bachelor's Degree in Technology or related field * ServiceNow certified implementation specialist (CIS) * ServiceNow certified application developer (CAD) * Experience in financial institution information technology security, compliance with rules, regulations, and financial industry standards * Experience leveraging MID servers for integration and automation * Experience with ServiceNow Discovery and other Configuration Management Database (CMDB)population toolsets Skills: * Adaptability * Analytical Thinking * Influence * Production Support * Risk Management * Automation * Collaboration * Result Orientation * Solution Delivery Process * Business Acumen * Stakeholder Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $28k-35k yearly est. 14d ago
  • Lead Operations Representative - 2nd Shift

    Bank of America Corporation 4.7company rating

    College Park, GA 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 handling day-to-day Operations processes and working towards deadlines. Key responsibilities include completing all workflows, providing guidance to other team members, assisting internal business partners, and providing functional expertise. Job expectations include performing routine and various item processing functions under moderate supervision within a process that has built-in checks and balances. Line of Business Job Description: This job is responsible for handling day-to-day Operations processes and working towards deadlines. Key responsibilities include completing all workflows, providing guidance to other team members, assisting internal business partners, and providing functional expertise. Job expectations include performing routine and various item processing functions under moderate supervision within a process that has built-in checks and balances. Schedule: Monday - Friday | 6:00 pm to 2:30 am EST Responsibilities: * Contributes to overall success of an Operations team as an individual contributor * Handles operational activities and queries for either single or multiple Lines of Business across the enterprise * Adheres to deadlines set internally within the business unit or those in agreed Service Level Agreements with internal or external business partners * Provides functional expertise knowledge to projects or initiatives relating to the business unit * Maintains internal operational and financial controls and works within the risk appetite of the business unit * Continues to review processes to ensure they are efficient and implements process improvement opportunities Required Qualifications: * 10 Key data entry experience * Check Operations Environment * Highly organized with strong attention to detail and accuracy * Strong typing proficiency * Excellent time management and prioritization skills, with ability to meet deadlines * Strong operational business acumen * Self-starter/Self- Motivator * Exhibit excellent verbal, written communication, and interpersonal skills * Demonstrate the ability to multi-task, strong attention to detail * Microsoft Office proficient * Flexible to work on holidays Skills: * Active Listening * Adaptability * Attention to Detail * Collaboration * Data Collection and Entry * Critical Thinking * Customer and Client Focus * Oral Communications * Planning * Reporting * Account Management * Conflict Management * Decision Making * Inclusive Leadership * Process Management 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: 2nd shift (United States of America) Hours Per Week: 40
    $88k-109k yearly est. 14d ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Alpharetta, GA job

    Alpharetta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. **Specific responsibilities include, but are not limited to:** + Managing the branch's Wealth Management Client Associates and Service Support Staff + Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures + Driving business growth byleading the service delivery model and wealth management banking strategy for their respective market + Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Resolving complex, escalated client service and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service, problem resolution, and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $41k-71k yearly est. 60d+ ago
  • Software Engineer III-Python

    Bank of America Corporation 4.7company rating

    Kennesaw, GA 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 developing and delivering complex requirements to accomplish business goals. Key responsibilities of the job include ensuring that software is developed to meet functional, non-functional and compliance requirements, and solutions are well designed with maintainability/ease of integration and testing built-in from the outset. Job expectations include a strong knowledge of development and testing practices common to the industry and design and architectural patterns. Responsibilities: * Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements * Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained * Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack * Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle * Performs spike/proof of concept as necessary to mitigate risk or implement new ideas * Automates manual release activities * Designs, develops, and maintains automated test suites (integration, regression, performance) Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Opportunity & Inclusion Champion: 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. Required Qualifications * 8 years of minimum experience required . * Expert Python development skills * Hands-on experience in application development in one or more areas MongoDB, Redis, Angular/React Frameworks, Containerization. * Experience with AI/ML/GenAI Lifecycle Management and Development and its Ecosystem. Hands on experience building frameworks using MLFlow, KubeFlow, Fine - Tuning techniques, Inference Frameworks * Building API based application leveraging FAST API services, JWT Integration, API Gateway * Working in large sized teams that collaboratively develop on a shared multi-repo codebase using IDEs (e.g. VS Code rather than Jupyter Notebooks), Continuous Integration (CI), Continuous Deployment (CD) and Continuous Testing * Hands-on DevOps experience with one or more of the following enterprise development tools: Version Control (GIT/Bitbucket), Build Orchestration (Jenkins), Code Quality (SonarQube and pytest Unit Testing), Artifact Management (Artifactory) and Deployment (Ansible) Desired Qualifications * Experience developing RAG, MCP modules Skills: * Application Development * Automation * Influence * Solution Design * Technical Strategy Development * Architecture * Business Acumen * DevOps Practices * Result Orientation * Solution Delivery Process * Analytical Thinking * Collaboration * Data Management * Risk Management * Test Engineering Shift: 1st shift (United States of America) Hours Per Week: 40
    $86k-108k yearly est. 14d ago
  • Credit Executive, Global Wealth & Investment Management

    Bank of America 4.7company rating

    Atlanta, GA job

    Atlanta, Georgia **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:** The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients. **Responsibilities:** - Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements - Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility - Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients - Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration - Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience - Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits **Required Qualifications:** - 10 plus years of commercial credit or wealth management credit experience - Strong oral and written communication skills - Effectively present to Merrill leadership and advisors around Custom Credit - Strong credit skills (commercial / UHNW) - Organized and can handle/prioritize several transactions at the same time - Ability to work well with with underwriting, risk, and other business partners - Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures - Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc. - Manage ongoing loan portfolio (reporting, covenants, etc.) **Desired Qualifications:** - Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans - BS degree / MBA **Skills:** - Business Development - Loan Structuring - Negotiation - Prospecting - Relationship Building - Active Listening - Business Acumen - Client Management - Customer and Client Focus - Profitability Analysis - Influence - Pipeline Management - Portfolio Management - Problem Solving - Sales Strategy **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.
    $92k-138k yearly est. 60d+ ago
  • Wealth Management Client Associate

    Bank of America Corporation 4.7company rating

    Atlanta, GA job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: * Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings * Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests * Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk * Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA * Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Skills: * Account Management * Client Management * Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services * Emotional Intelligence * Referral Identification * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5
    $42k-52k yearly est. 14d ago
  • Quantitative Finance Analyst- Non Registered (CFO)

    Bank of America 4.7company rating

    Atlanta, GA 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 Bank of America's Quantitative Finance Group is seeking a Software Engineer to join the team. The analyst must be a self-starter with strong programming skills who is interested in a technical role and has at least 2 years of professional Linux software development experience. Should be interested in working with production code in for high performance computation Linux clusters and database architecture & administration. The analyst will work on a team that is responsible for design, implementation and operation of daily processes that are of critical importance to both the Treasury group and Bank of America as a whole. The role involves a mix of developing new systems and supporting existing processes and applications. This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. Responsibilities: Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches Required Qualifications: • Bachelor's Degree in Computer Science, another STEM field • 2+ years professional experience in Linux software development • Professional experience writing code in dynamically-typed languages such as Python, Perl, Lua, Ruby, Javascript, etc. • Professional experience working with Unix/Linux operating systems including being comfortable working on the command line • Experience using Source Code and Version Control systems like Git or SVN • Experience with traditional SQL or distributed databases such as Oracle, MS SQL or Vertica. • Demonstrate a passion for working with technology • Work well in a cooperative, time-sensitive, market-driven environment • Manage multiple priorities with minimal supervision • Success in working independently and with the group on complex problem solving • Analytical skills, critical thinking and a strong desire to learn Desired Qualifications: • Experience working with big data projects using tools like Hadoop, Spark, HBase, MapReduce, etc. • Understanding of economics and financial markets, especially with Mortgages Skills: Critical Thinking Quantitative Development Risk Analytics Risk Modeling Technical Documentation Adaptability Collaboration Problem Solving Risk Management Test Engineering Data Modeling Data and Trend Analysis Process Performance Measurement Research Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $64k-98k yearly est. Auto-Apply 16d ago

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