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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.

GBGM AML Refresh & Enablement Ops – Command Center

Job Description:

Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. This job is responsible for providing analytical support for AML operations production areas.

 

Key responsibilities include:

  • Monitor refresh production progress; use analytical and data analysis skills to identify areas requiring escalation
  • Drive engagement with support and control partners to resolve issues related to refresh execution status
  • Monitor technology ticket progress and escalations; generate reports related to use of production tickets
  • Oversight and facilitation various refresh escalation Forums
  • Oversight and facilitation of Daily Issues Review and Updates for production population
  • Data Collection and Entry
  • Documentation and maintenance of production support procedures
  • Issue identification and Problem Solving
  • Adaptability

 

Job Requirements:

  • Intermediate to expert proficiency with Microsoft Excel
  • Excellent verbal and written communications skills.
  • Organization, prioritization, attention to detail, critical thinking, and Research
  • Familiar with MS Office Suite (Excel/Word/Outlook/Access)
  • Proven ability to: work in a team environment, organize work, prioritize tasks, and handle multiple assignments simultaneously, successfully meet tight deadlines while ensuring data accuracy and integrity, and work and execute with minimal supervision or remote management

 

Desired Skills:

  • AWARE, GSS ICON, Tableau
  • Understanding AML KYC/CDD policies and requirements
  • Experience working in highly productive teams within a fast-paced environment

Shift:

1st shift (United States of America)

 

Hours Per Week: 

40

Specialized Fiduciary Officer II, IRA

Job Description:

Specialized Fiduciary Officer II (SFO II), IRA, Private Bank, Atlanta, GA –

 

Administers Trusteed Individual Retirement Accounts (TIRA) to ensure accurate and efficient account / relationship level client service. Coordinates information and activities with all external and internal support business partners, as needed.  May be accountable for managing mid-level, fairly complex situations that require a certain degree of retirement technical expertise and Private Bank systems knowledge. May delegate tasks to the Specialized Fiduciary Administrators, monitors progress and approves completed work.  Responsible for routine administrative duties, such as performing TIRA account maintenance, TIRA account opening processes, and TIRA money movement and tax related transactions. May be asked to participate in projects, prepare reports and conduct research.   Point of contact for clients and internal/external partners, including advisors.  Acute attention to detail and ability to multi-task in fast-paced environment. Must be able to work well under pressure and exercise sound judgment. Must have excellent written and verbal communication skills. Candidate is expected to demonstrate some leadership qualities, be flexible, and be a team player. Highly motivated, self-starter and possesses the ability to work independently.  The SFO II is supervised and supported by a team.

 

Desired Qualifications

  • BS/BA or equivalent experience helpful. Non-licensed associate.
  • 3 – 5 years of individual retirement account or Private Bank administrative or trust experience preferred, but not required.
  • Private Bank and Merrill systems experience a plus.

 

Responsibilities:

 

  • Serves as technical expert for the team, sharing knowledge of fiduciary laws, regulations, standards of management, and internal fiduciary policies and procedures
  • Completes administrative reviews of trust accounts to drive consistency in approach and results
  • Administers and ensures accounts are in line with the fiduciary standard by complying with internal policy and industry regulations
  • Manages, controls, and mitigates fiduciary risks, while addressing client issues and concerns

 

Skills:

  • Attention to Detail
  • Customer and Client Focus
  • Problem Solving
  • Relationship Building
  • Risk Management
  • Account Management
  • Administrative Services
  • Client Management
  • Issue Management
  • Active Listening
  • Candidate Screening
  • Prioritization
  • Process Simplification
  • Referral Identification

 

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

Analyst I – Tech Delivery

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. 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:
TO BE USED ONLY IN ORGANIZATIONS DELIVERING SOFTWARE SOLUTIONS: Responsible for capturing and refining business and/or system requirements (based on specialization) that may or may not involve a software change. Works with stakeholders to understand their needs, analyze problems, and capture their requirements, and then working closely with the Development Team to refine the requirement into specifications that can be executed by the team. Possess a foundational understanding of the business and/or technical domain based on their specialization. Developing an understanding of stakeholder needs to help create a solution, envisions the solution to solve a problem (manual or through software). Analyzes the stakeholder process to build efficiencies and also analyzes the software to improve or implement that process. Gathers and catalogs functional, non-functional, and technical requirements for stakeholder requests. Analyzes functional and data requirements. Answers the questions: What does the software do and how does it store information? Assists users and development team with application testing and troubleshooting. Identifies, documents and troubleshoots application related problems. Documents process, procedures and workflows associated with applications. Creates and maintains training materials for end-users. Individual contributor.

 

Required background

Must be a current Year Up intern with Bank of America

Financial Center Client Service Representative

Job Description:
This job is responsible for providing a positive client experience that leads to improved client satisfaction. Key responsibilities include processing transactions accurately and efficiently in a challenging environment while simultaneously introducing products and services that meet the client needs. Job expectations include ensuring clients are quickly connected to the appropriate teammate in order to meet the needs and execute against the Life Priorities Strategy and educating clients on conducting simple transactions through self-service technologies.

Responsibilities:
• Executes the bank’s risk culture and strives for operational excellence
• Drives the client experience
• Grows business knowledge and network by partnering with experts in small business, lending, and investments

Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Is comfortable asking clients about their financial goals and introducing services and products that will meet their needs.
• Has a minimum six months of client service experience in financial services, retail sales or another results-driven environment.
• Has a minimum of six months of experience offering solutions and services based on the client’s needs.
• In lieu of six months of client service experience, has previously completed the Bank of America financial center internship program.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• Six months of cash handling experience.
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.

Skills:
• Active Listening
• Adaptability
• Attention to Detail
• Collaboration
• Customer and Client Focus
• Client Experience Branding
• Client Solutions Advisory
• Referral Identification
• Relationship Building
• Conflict Management
• Account Management
• Business Development
• Business Acumen
• Critical Thinking
• Emotional Intelligence

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

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