Bank of America is one of the worldβs leading financial institutions, serving individuals, small- and middle-market businesses, large corporations, and governments with a full range of banking, investment management and other financial and risk management products and services.
Transaction Management Ops Representative β Year Up
About the job
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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. Weβre 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:
This job is responsible for standard transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support and providing quality service and operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.
Responsibilities:
- Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
- Responds to client inquiries via numerous channels to support operational efficiency and quality client service
- Performs basic research, follow-up and resolution of routine research requests
- Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
- Provides general operational support including handling inbound calls, mail sorting, and mail distribution
Skills:
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Recording/Organizing Information
- Written Communications
- Account Management
- Analytical Thinking
- Prioritization
- Collaboration
- Mentoring
- Research
- Result Orientation
Required Background
Must be a current Year Up intern with Bank of America
Shift:
1st shift (United States of America)
Technology Operations Specialist
About the job
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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. Weβre 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:
This job is responsible for leading the planning, designing, and implementation of complex infrastructure solutions to meet deployment requirements aligned with available playbooks and technical blueprints. Key responsibilities include providing and communicating technology solutions across audiences and overseeing projects and activities related to special initiatives or operations. Job expectations include leading the resolution process for problems, adhering to defined practices and policies to obtain results, and establishing input/output processes and working parameters for systems.
Responsibilities:
- Batch and Feed Management β monitor multiple batch processes to completion, investigating and resolving any issues
- Alert Management β timely response, analysis, and resolution of issues identified through monitoring
- Knowledge Management β create support documentation and update existing documentation
- Incident Management β creation of INC in clear business language, maintaining open communication while INC is worked upon, following proper escalation channels
- Application support β provide subject matter expertise to troubleshoot and resolve application issues and user inquiries including research of root cause and recommendations for preventative action
- Communications β Excellent verbal/written communication skills, ability to communicate effectively with both technical and non-technical individuals.
- Reporting β Utilize framework tools such as ITSM, ITRS, etc. for making updates and producing reports.
Required Qualificationβs :
- 2-5 years in an application support position with hands-on experience supporting client applications
- Strong knowledge of Autosys
- Strong knowledge of UNIX and Shell scripting
- Good knowledge of SQL, Oracle, Hadoop, or similar DBMS
- Ability to rationalize the impact of multiple concurrent issues/requests and prioritize work accordingly
- Ability to learn quickly and independently
- Motivation to continuously improve themselves and the environment
Desired Qualification :
- Ability to work in a multi-regional team.
- Enterprise Monitoring β ITRS Geneos, Splunk, NEWS
- Knowledge of Software Development Life Cycle.
- Working knowledge of ITIL.
- Excellent project and time management skills.
- Documentation (Confluence)
- Financial industry experience.
Skills:
- Innovative Thinking
- Production Support
- Result Orientation
- Risk Management
- Solution Design
- Adaptability
- Analytical Thinking
Shift:
1st shift (United States of America)
Hours Per Week:
40
Client Service Associate
Job Description:
Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.
- The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
- You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
- For established clients, the CSA will often serve as the most frequent point of contact with Merrill Lynch.
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
Required Background
Must be a current Year Up intern with Bank of America
Shift:
1st shift (United States of America)
Hours Per Week:
40
Financial Solutions Advisor β Consumer Investments β Maine/New Hampshire Market
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
- Bilingual Spanish or Mandarin Preferred
Strong computer skills with an ability to multitask in a demanding environment.
- At least three yearsβ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
Skills:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications