

Responsibilities
Collaborate with others in the organization to ensure successful implementation of chosen problem solutions.
Analyze information obtained from management to conceptualize and define operational problems.
Prepare management reports defining and evaluating problems and recommending solutions.
Observe the current system in operation, and gather and analyze information about each of the component problems, using a variety of sources.
Track all client visits/meetings and ensure all client successes are logged for weekly reporting.
Drive proactive client communications through regular meetings, broker reviews, and calls.
Track and drive resolution (both strategic and tactical where necessary) of client requests.
Work with clients to educate on the firm’s self-service tools and industry solutions.
Analyze effort and support across teams by individual client.
Coordinate and chair internal stakeholder meetings around client updates.
Analyze complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering.
Review and assess trade allocations, collateral movements and reconciliation of positions to facilitate workflow.
Improve clients’ processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows.
Test implemented SAP solutions, including unit testing, integration testing and user acceptance test.
Work with GMI books and records platform and testing new functionality.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
Bachelor's degree or equivalent in Operations Research, Mathematics, Economics, Finance, or related: and
5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
Must include 5 years of experience in each of the following:
Analyzing complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering;
Reviewing and assessing trade allocations, collateral movements and reconciliation of positions to facilitate workflow;
Improving clients’ processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows; and,
Working with books and records platform and testing new functionality.
In the alternative, the employer will accept a Master's degree and 3 years of experience.
If interested apply online ator email your resume toand reference the job title of the role and requisition number.
BofA Securities, Inc.
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.
Responsibilities:
Skills:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

This job is responsible for handling more complex files and effectively preventing client escalations. Key responsibilities include assisting with client escalations and related issues, performing various production and support functions, and accurately entering data and assembling documents. Job expectations include monitoring and reviewing documentation against requirements, leveraging reporting to perform job functions, and performing work across multiple workstreams and systems.
Responsibilities:
Required qualifications:
Skills:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

Job Description:
This job requires partnership with business function leaders, operations process owners and subject matter experts (SMEs), to provide an end to-end view of their processes, analyze impacts and data, and contribute to the optimization of the organization through data accuracy and completeness.
Key responsibilities include applying knowledge of laws, rules, regulations, and information security concepts (e.g., NIST, COBIT, ISO) to validate indicative data alignment to processes and controls to requirements.
Job expectations include using data analytics, identifying gaps in coverage and data inaccuracies, and support remediation activities.
At least 3 years of related experience required.
Responsibilities:
• Manage the process inventory, reflecting accurate information that supports effective decision making, and ensuring compliance to enterprise policy and standard requirements
• Ensures process information meet enterprise standards, adhere to applicable rules, laws, and regulations, and comply with appropriate treatment of risk
• Identifies information security gaps and remediation strategies
• Process analysis to improve data accuracy and completeness
• Process improvements based on enterprise and Global Technology guidelines, organization maturity, challenges and issue remediation
• Provide end-to-end high-quality view of processes within business functions with proper identification of hand-offs and process connectors
• Support the organization’s short-and-long term strategy
• Supports a strategy of continuous improvement and acts as liaison with Global Technology and Enterprise Process Management teams
• Prepare presentations and process overview utilizing models and complementary data to assist leaders in process re-engineering activities
• Partner with stakeholders to ensure the inventory aligns to GIS policy and standard requirements in support of adherence monitoring
Required Qualifications:
• Prior related experience or business exposure desired and strong delivery mindset
• Analytical and design-oriented mindset
• Data analytics and Problem Solving
• Data driven and Trend Analysis
• Delivery Excellence
• Strong presentation skills
• Excels in working among diverse viewpoints to determine the best path forward
• Excellent verbal and communications skills
• Quality Assurance
• Innovative and Critical thinking skills – ability to assess quantitative and qualitative data to identify key themes that require deeper analysis and assessmentOther Qualifications/Desired Skills:
• Ability to identify opportunities from a process efficiency perspective and continuously challenge current state of GIS processes
• Prior experience in Information Security desirable
• Preferred process improvement and Operational Excellence exposure
• Ability to understand new technologies, intellectually curious
• Commitment to challenging the status quo and promoting positive change
• Experience working in a global environment
Skills:
Customer and Client Focus
Interpret Relevant Laws, Rules, and Regulations
Policies, Procedures, and Guidelines
Problem Solving
Quality Assurance
Business Acumen
Controls Management
Innovative Thinking
Process Management
Stakeholder Management
Business Process Analysis
Data Governance
Data Privacy and Protection
Data and Trend Analysis
Risk Analytics
משרות נוספות שיכולות לעניין אותך

Responsibilities
Reviews construction draw packages, identifies and helps resolve construction and title issues, keeps accurate records of detailed construction loan budgets and all sources of funds, including loan funds and non-loan sources of funds, and ensures loans are in balance all with some supervision Serves as a point of contact for assigned clients on all loan related servicing matters for moderately complex to complex deals which may include syndicated loans and delivers a high level of service to lenders, investors, borrowers, vendors, and Lines of Business while ensuring compliance with servicing agreements, government regulations, and the bank's policies with minimal supervision Coordinates fundings with Fulfillment and Assignment Desks as needed and ensures communications are timely and accurate Performs payoff quotes and related calculations including prepayment calculations Assists Loan Administrators with their primary responsibilities and helps managers in directing workflow and performing quality assurance activities.
Required Qualifications:
Has two or more years previous commercial real estate loan administration experience Familiarity with commercial credit or commercial loan terminology Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments Highly organized, proactive, and able to plan, prioritize and manage deliverables Strong written and verbal communication skills; able to target messaging to different audiences Effective problem-solving skills Proficient computer skills, including Windows, Excel, Word, and Outlook Can work independently while balancing early escalation to ensure seamless closing Adapts well to a quickly evolving environment.
Finance, accounting, or mathematical background Experience with LoanIQ, ACBS, or similar booking platform Funding experience payments/advances to commercial loan clients Bachelor’s degree or equivalent loan administration experience Monitors, research and instructs payment processing for borrower payments, disbursements, and fees and collects appropriate fees due from the lender or servicer Maintains past due principal, interest, and fees as well as reconciliation exceptions within acceptable levels
Problem Solving
Recording/Organizing Information
Relationship Building
Data Collection and Entry Financial Analysis
Oral Communications
Written Communications
Data Management
Legal Structures and Legal Forms
Regulatory Compliance Result Orientation
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

Job Description:
Job Description:
Role Responsibilities:
Required Qualifications
Desired Qualifications
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך

This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
Responsibilities:
Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure
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: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
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.
• The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate GIG clients. He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.
• The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
• The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
• The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
• The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
• The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.
Required Qualifications:
Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
Excellent verbal/ written communication and presentation skills
Proven negotiation and active listening skills
Proven business development and relationship management skills with a corporate client set.
Excellent critical/strategic thinking and problem resolution skills
Broad and deep treasury / cash management industry experience, including global product knowledge and industry trends
Ability to demonstrate creative thinking while adhering to guidelines
Strong business/financial acumen
Proven ability to foster strong partnerships within the core team and the ability to build trust and deep, market differentiating relationships with clients
Strong time management and prioritization skills
Ability to effectively manages risk while balancing the needs of the client, the team, and the bank
Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment
Strong executive presence both internally/externally
Desired Qualifications:
US and International treasury management and/or product knowledge
Intrinsically motivated to continuously improve processes and/or one’s own education
Ability to lead small groups while effectively delegating tasks
Exercises the desire to mentor and sponsor other associates
Certified Treasury Professional certification or equivalent
Skills:
Account Management
Business Development
Client Management
Client Solutions Advisory
Customer and Client Focus
Critical Thinking
Portfolio Analysis
Presentation Skills
Relationship Building
Sales Strategy
Coaching
Collaboration
Oral Communications
Prioritization
משרות נוספות שיכולות לעניין אותך

Responsibilities
Collaborate with others in the organization to ensure successful implementation of chosen problem solutions.
Analyze information obtained from management to conceptualize and define operational problems.
Prepare management reports defining and evaluating problems and recommending solutions.
Observe the current system in operation, and gather and analyze information about each of the component problems, using a variety of sources.
Track all client visits/meetings and ensure all client successes are logged for weekly reporting.
Drive proactive client communications through regular meetings, broker reviews, and calls.
Track and drive resolution (both strategic and tactical where necessary) of client requests.
Work with clients to educate on the firm’s self-service tools and industry solutions.
Analyze effort and support across teams by individual client.
Coordinate and chair internal stakeholder meetings around client updates.
Analyze complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering.
Review and assess trade allocations, collateral movements and reconciliation of positions to facilitate workflow.
Improve clients’ processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows.
Test implemented SAP solutions, including unit testing, integration testing and user acceptance test.
Work with GMI books and records platform and testing new functionality.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
Bachelor's degree or equivalent in Operations Research, Mathematics, Economics, Finance, or related: and
5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
Must include 5 years of experience in each of the following:
Analyzing complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering;
Reviewing and assessing trade allocations, collateral movements and reconciliation of positions to facilitate workflow;
Improving clients’ processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows; and,
Working with books and records platform and testing new functionality.
In the alternative, the employer will accept a Master's degree and 3 years of experience.
If interested apply online ator email your resume toand reference the job title of the role and requisition number.
BofA Securities, Inc.
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך