Program Officer jobs in United States, Florida, Jacksonville

Job Description:

As a
Securities Industry Essentials [SIE], Series 7 and Series 66

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 your position requires SAFE Act registration, you will be 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.

We’ll help you

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 90 Days - a requirement for the role.

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

As a Financial Solutions Advisor, you can look forward to

• Unlimited potential for financial growth.

• Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

• Robust marketing support to reach wider audiences with greater appeal.

• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

We’re a culture which

• Believes in responsible growth and has a proven dedication to supporting the communities we serve.

• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required skills

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Is comfortable in a sales role, finding ways to nurture strong client relationships.

• Communicates clearly and confidently with clients from all walks of life.

• Works well with others and collaborates productively to get things done.

• Can manage complexity, prioritize tasks and execute in a fast-paced environment.

• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills

• A bachelor’s degree,and0-2 years’ of experience working in a service industry and/or a metrics-based sales environment where goals were met or exceeded.

• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

• Strong computer skills with an ability to multitask in a demanding environment.

This job is responsible for handling auto loan requests through the telephone and ensuring exceptional client service by identifying client needs while providing clear and specific next steps. Key responsibilities include overseeing the loan process from origination to closing, ensuring compliance with all regulations. Job expectations include reviewing existing client relationships by using various internal systems when required.

Responsibilities:

• Demonstrates excellent client service skills through actively listen to incoming client phone calls regarding auto loan applications
• Ensures compliance with all Customer Identification Program (CIP) and Know Your Customer (KYC) regulations by using various authentication tools to avoid fraudulent activity and high risk transactions
• Oversees the loan process from start to finish by guiding clients through each step and quickly identifying and dispositioning scenarios to provide advanced problem resolutions
• Handles situations which may require adaptation of response or extensive research according to the client's response
• Identifies and engages internal bank partners as necessary on collaborative solutions
• Uses computerized system for tracking information gathering and follow-up of assigned clients
• Provides technical and sales training to associates

Skills:

• Active Listening
• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Account Management
• Adaptability
• Client Experience Branding
• Loan Structuring
• Pipeline Management
• Data Collection and Entry
• Emotional Intelligence
• Written Communications

High School Diploma / GED / Secondary School or equivalent

• 1+ years of call center experience or equivalent

• Excellent verbal and written communication skills

• General computer skills

• Strong typing skills.

Dqualifications

Bank-related automotive financing

Job Description:

Job Description:

This job is responsible for providing operational support for securities, loans, exchange traded derivatives and over the counter derivatives across multiple lines of business through the lifecycle of a trade. Key responsibilities include handling trading and operational activities before deadlines, maintaining internal systems and providing operational support to internal partners. Job expectations include maintaining a high degree of accuracy with customers and data to ensure compliance with regulations and policies.

Responsibilities:

• Performs set-up and maintenance of core data across client, account, instrument, and agreement data, and oversees data quality within key data platforms
• Ensures transactions are completed in an accurate and timely manner
• Provides operational support for one or more activities within the lifecycle of a trade, including trade processing, trade settlement, accounting and reconciliation, lifecycle events, and collateral management
• Conducts daily monitoring of client trading activity across multiple markets, servicing clients' needs
• Completes accurate, timely clearing and settlement of trades with internal and external counterparties, including reconciliation management and governance of trade fails and breaks
• Performs tasks accurately during high volume periods in a team environment
• Identifies and flags potential risks in a timely manner

Required Qualifications:

• Experience in financial markets

• xcellent communications skills and ability to present to an audience

• Ability to work under pressure in a team environment
• Timely response to internal/external client queries regarding client instructions and event terms
• Works effectively with others by establishing and maintaining positive working relationships built on mutual respect and trust
• Escalate issues that demonstrate risk to customers/clients and/or the company
• Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
• Liaising with other internal departments to ensure timely resolution of breaks, payables and receivables
• Involvement in ad hoc projects for new processes or industry initiatives
• Seeks to advance knowledge and improve skills

Desired Qualifications:

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
• Excels in working among diverse viewpoints to determine the best path forward
• Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
• Commitment to challenging the status quo and promoting positive change.
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Skills:

• Collaboration
• Customer and Client Focus
• Oral Communications
• Prioritization
• Active Listening
• Adaptability
• Business Acumen
• Client Management
• Data Collection and Entry

This job is responsible for handling auto loan requests through the telephone and ensuring exceptional client service by identifying client needs while providing clear and specific next steps. Key responsibilities include overseeing the loan process from origination to closing, ensuring compliance with all regulations. Job expectations include reviewing existing client relationships by using various internal systems when required.

Responsibilities:

• Demonstrates excellent client service skills through actively listen to incoming client phone calls regarding auto loan applications
• Ensures compliance with all Customer Identification Program (CIP) and Know Your Customer (KYC) regulations by using various authentication tools to avoid fraudulent activity and high risk transactions
• Oversees the loan process from start to finish by guiding clients through each step and quickly identifying and dispositioning scenarios to provide advanced problem resolutions
• Handles situations which may require adaptation of response or extensive research according to the client's response
• Identifies and engages internal bank partners as necessary on collaborative solutions
• Uses computerized system for tracking information gathering and follow-up of assigned clients
• Provides technical and sales training to associates

Skills:

• Active Listening
• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Account Management
• Adaptability
• Client Experience Branding
• Loan Structuring
• Pipeline Management
• Data Collection and Entry
• Emotional Intelligence
• Written Communications

High School Diploma / GED / Secondary School or equivalent

• 1+ years of call center experience or equivalent

• Excellent verbal and written communication skills

• General computer skills

• Strong typing skills.

Dqualifications

Bank-related automotive financing

Trust Officer II (TO II), Private Banking, Jacksonville, FL-

Trust Officers focus on serving the personal trust and fiduciary needs of affluent clients as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships with the following primary objectives: Enhance the client experience by building and maintaining strong client relationships, deepening their relationships across a spectrum of needs and assist in development or referral of client solutions as needed by client. The Trust Officer role will be service focused and will leverage support teams on client servicing needs while often being the primary point of contact to the client. This role will have higher gearing (approximately 275-350 core client accounts).

Responsibilities:

• Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
• Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
• Works with Market leaders and engages clients and prospects to plan, build, and transfer wealth tailored to their unique goals, while delivering a high-quality experience
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Requirements:

• 3-5 years of trust specific work experience with proven success in a personal trust role is required.
• Solid understanding of trust product capabilities and enthusiastic about opportunities to serve the needs of trust clients.
• Excellent communication and written skills.
• Demonstrates the ability to communicate complex issues in a clear, understandable manner.
• Demonstrates accuracy, thoroughness, and completeness in all tasks.
• Excellent organizational, prioritization and time management skills, detail oriented, with consistent follow-up skills.
• Able to develop trust, rapport, and respect with clients and internal partners.
• Develops strong interpersonal relationships and fosters collaboration among team members and business partners supporting the enterprise and Private Bank objectives.
• Computer literate with preferred capabilities to run sophisticated trust applications and systems.
• BS/BA degree strongly preferred.

Skills:

• Business Development
• Client Management
• Customer and Client Focus
• Risk Management
• Wealth Planning
• Client Experience Branding
• Client Solutions Advisory
• Decision Making
• Presentation Skills
• Process Management
• Attention to Detail
• Critical Thinking
• Financial Analysis
• Planning
• Prospecting

High School Diploma / GED / Secondary School or equivalent