The Bank of America Corporation is an American multinational investment bank and financial services holding company headquartered at the Bank of America Corporate Center in Charlotte, North Carolina, with investment banking and auxiliary headquarters in Manhattan.

Client Outreach Specialist

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams. The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner.

Responsibilities:

• Initiate outreach to clients for the primary purpose of collection of outstanding KYC refresh requirements
• Interact with AML Operations, GFC, Banking Teams and other internal groups in order to ensure ongoing refreshes are completed in a timely manner
• Complete daily updates within internal system of record to ensure transparency with management on status of pending items
• Escalate issues that arise from an end to end process to ensure workflow is progressing effectively
• Become proficient in Customer Due Diligence procedures with the ability to communicate regulatory & procedural asks with clients
• Proactively drive the collection of KYC requirements in order to abide by Refresh due dates
• Consistently meet with team lead to ensure expectations and goals are achieved
• Communicates the risks and impacts of non compliance with KYC processes, including restrictions, closures, and refusal to provide requirements with key stakeholders

Skills:

• Attention to Detail
• Critical Thinking
• Data Collection and Entry
• Recording/Organizing Information
• Research
• Fraud Management
• Interpret Relevant Laws, Rules, and Regulations
• Problem Solving
• Quality Assurance
• Risk Management
• Adaptability
• Customer and Client Focus
• Prioritization
• Result Orientation
• Written Communications

Merchant Consultant – Everett Market

Job Description:
This job is responsible for providing payment processing solutions to small business clients primarily through 1:1 partnerships with assigned group of small business specialists, financial centers, and other internal partners. Key responsibilities include consulting with small business clients to understand their priorities and provide solutions that meet their business needs with a focus on more complex opportunities and solutions. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security.

Responsibilities:

• Leverages consultative sales process and knowledge of healthcare, retail, restaurant, and business to business industries to identify clients’ business needs
• Recommends solutions that meet clients’ needs with a focus on more complex opportunities and solutions
• Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to Service Level Agreements
• Builds meaningful relationships and collaborates with internal partners to provide subject matter expertise on merchant payment processing pricing, software, gateways, and security
• Identifies opportunities proactively and develops a pipeline for sales opportunities with internal partners and clients
• Acts as a champion for clients by connecting expertise across the company to help them achieve their goals
• Establishes relationships with associations, centers of influence, and vendor partners and adapts to an ever changing payment processing environment

Skills:

• Client Experience Branding
• Client Solutions Advisory
• Customer and Client Focus
• Payment Processing
• Pipeline Management
• Consulting
• Credit Documentation Requirements
• Oral Communications
• Referral Management
• Written Communications
• Financial Analysis
• Interpret Relevant Laws, Rules, and Regulations
• Issue Management
• Prospecting

Required Qualifications:

• Customer focus
• Relationship building
• Oral & Written communication
• Consultative sales
• Pipeline management
• Problem solving
• Teamwork
• Time management
• Presentation skills
• Outside sales and referral sales
• Technical expertise
• 2+ years of sales experience

Desired Qualifications:

• Merchant products and solutions
• Multi-lingual ability is a plus
• High school diploma
• CRM (Client Relationship Management System)
• Industry business acumen

Settlement Officer II (Estate)

Accountable for managing and settling the smaller and/or less complicated estates and/or terminating trusts requiring a lesser degree of technical expertise and knowledge. Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within Settlement team. Responsible for coordinating information and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM, ART), to ensure accurate, timely and efficient administration, and to manage business risk. Maintains high quality communications with beneficiaries, with focus on client satisfaction and asset retention. The qualified candidate will possess experience working with decedents estates. Non-licensed associate.

Skills:

• Account Management
• Customer and Client Focus
• Oral Communications
• Risk Management
• Written Communications
• Collaboration
• Decision Making
• Issue Management
• Prioritization
• Problem Solving
• Active Listening
• Attention to Detail
• Client Management
• Process Simplification
• Referral Identification

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

Data Center Operations

• Participates in planning of data hall allocation to include power and cooling needs.
• Document all power and space schematics and ensure accuracy in same.
• Create/update/maintain rack elevation within a Data Center Infrastructure Management (DCIM) application (Nlyte).
• Coordinate with vendors and internal project teams to ensure effective completion of all hardware installation.
• Monitor all issues and escalate issues to appropriate department to ensure effective resolution.
• Serves as a fully seasoned/proficient technical resource; provides tech knowledge and capabilities as team member and individual contributor.
• Accepts delivery of Equipment from staging.
• Perform quarterly quality assurance checks of tracked IT hardware
• Keep data center organized and clean and always maintain a professional appearance.
• Actively promote and comply with Data Center Operations work rules standards.  Ensuring that procedures are followed.
• May be required to work some weekends and participate in a rotational on call schedule.

Required Skills:

• Knowledge and understanding of data center facility operations and IT environments.
• Familiar with NEMA and IEC power connectors.
• Ability to work independently and as part of a team.
• Ability to work under pressure (urgent problems, deadlines, changing priorities).
• Detail oriented and organized.
• Familiar with server and network hardware.
• Basic understanding of server operations and requirements.
• Basic understanding of IT equipment electrical requirements.
• Microsoft Office suite. Outlook, Excel, PowerPoint, Word.

Physical Requirements:

• Ability to climb ladders and work aloft.
• Ability to work in cold and hot temperature environments.
• Ability to maneuver pallet jacks and lift heavy objects.
• Provide data center escort to IT vendors without badges.

Desired Skills:

• ​5 years’ experience in a data center environment.
• Understanding of Data Center Design and Operations.
• Proven communications skills

Shift:

1st shift (United States of America)