דרושים ב-Bank Of America ב-United States, Denver

Job Description:

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

Desired Qualifications

• Bilingual Proficiency - Spanish/English

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

• At least three years’ 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:

• Account Management

• Advisory

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Active Listening

• Attention to Detail

• Client Solutions Advisory

• Issue Management

• Pipeline Management

• Causation Analysis

• Client Management

• Policies, Procedures, and Guidelines

• Risk Management

• Written Communications

High School Diploma / GED / Secondary School or equivalent

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

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
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• 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
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• 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
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

Skills:

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

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

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

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 your immediate termination.

We’ll help you:

• 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.

• 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 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. 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 the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

• Aptitude in obtaining required industry licenses.

• Must be self-disciplined in managing time and capacity.

• Experience in cultivating client relationships, accessing needs and recommending solutions.

• Success creating strong peer relationships through effective communication and collaboration.

• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

• Executes multiple tasks simultaneously.

• Learns and adapts to new technology or applications.

Desired Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

• Spanish fluency - written and spoken

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

Candidate must be willing to enroll in Associate Investment Monitoring due to the nature of the role and access.

What You’ll Do

• Analyze and Respond: Complete daily, continuous analysis of Endpoint Data Loss Prevent events (and others) with accurate results within the defined business SLA.
• Team Up for Impact: Collaborate with cyber security teams to drive both immediate and long-term global information security goals.
• Quality First: Participate in and contribute to the peer review process to maintain consistently high QA results.
• Close the Gaps: Identify and escalate potential policy gaps and enhancements to adapt to evolving risk landscapes.
• Share & Learn: Engage actively in team discussions and knowledge sharing to elevate group expertise.
• See the Bigger Picture: Use event metrics, escalation data, and trend analysis to proactively recommend, design, and implement improvements that reduce risk.

Why You’ll Love Working Here

• Global Impact: Your work will protect systems and data across multiple countries and industries.
• Collaborative Culture: Work alongside smart, driven peers who genuinely value teamwork.
• Hook Interest: Work within a technically complex, fast changing, and dynamic environment.
• Room to Grow: Opportunities to deepen expertise and influence global policies on a team that actively supports advancement.
• Flexibility: Hybrid friendly with opportunities for global collaboration.

Required Qualifications

• Experience: 3+ years of experience in information security or a related technology field.
• Breadth of Knowledge: Strong understanding of different security domains and industry leading DLP technologies.
• Threat Savvy: Experience spotting threats, vulnerabilities, and exploitation methods.
• Tech Literacy: Solid grasp of networking, system security, vulnerabilities, exploits, and common attack vectors.
• Problem-Solving Mindset: Intellectual curiosity, critical thinking, and a drive for proactive solutions.
• Communication Skills: Strong written and verbal skills; able to present technical topics to audiences of all levels.
• Self-Starter Energy: Comfortable navigating a geographically diverse, complex global corporation while collaborating effectively.

Desired Qualifications

• Certifications –Security+, Network+, CEH, CISSP, CySA+, CISA, CCNA, CCNP
• Familiarity with McAfee ePolicy Orchestrator (ePO) – Incident Manager
• Familiarity with Confluence / SharePoint
• Experience with Splunk
• Familiarity with JIRA
• Cloud security understanding with knowledge of CASB and DRM solutions

Skills:

• Cyber Security
• Data Privacy and Protection
• Problem Solving
• Process Management
• Threat Analysis
• Business Acumen
• Data and Trend Analysis
• Interpret Relevant Laws, Rules, and Regulations
• Risk Analytics
• Stakeholder Management
• Access and Identity Management
• Data Governance
• Encryption
• Information Systems Management
• Technology System Assessment

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

Job Description:

Seeking a detail-oriented and proactive team member to help transform business data into clear, actionable insights. This role is responsible for supporting the creation, improvement, and automation of recurring reports, helping leaders make data-driven decisions. Generally requires 5 years of experience.

Key Responsibilities:
• Maintain and enhance recurring business reports to ensure stakeholders receive accurate and timely insights.
• Streamline and automate reporting processes to improve efficiency and reduce manual effort.
• Collaborate with team members and business partners to understand reporting needs and develop solutions that provide clarity and value.
• Support data organization and visualization efforts to help teams easily access and interpret information.
• Identify opportunities to improve reporting processes and deliver actionable recommendations.

REQUIRED QUALIFICATIONS
•
Experience in Alteryx, Tableau and SharePoint
• Strong attention to detail and organizational skills.
• Ability to work independently while collaborating with multiple stakeholders.
• Comfortable learning and working with tools that help organize, visualize, and automate data (experience with reporting or dashboards is a plus).
• Problem-solving mindset and eagerness to improve processes.

Your work will directly support business decisions by providing timely, clear, and accurate reporting. By improving and automating existing processes, you will help the team work more efficiently and focus on driving results.

The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.

• Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
• Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
• Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
• Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
• Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
• Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits

Required Qualifications:

• 10 plus years of commercial credit or wealth management credit experience

• Strong oral and written communication skills
• Effectively present to Merrill leadership and advisors around Custom Credit
• Strong credit skills (commercial / UHNW)
• Organized and can handle/prioritize several transactions at the same time
• Ability to work well with with underwriting, risk, and other business partners
• Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
• Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
• Manage ongoing loan portfolio (reporting, covenants, etc.)

Desired Qualifications:

• Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
• BS degree / MBA

• Business Development
• Loan Structuring
• Negotiation
• Prospecting
• Relationship Building
• Active Listening
• Business Acumen
• Client Management
• Customer and Client Focus
• Profitability Analysis
• Influence
• Pipeline Management
• Portfolio Management
• Problem Solving
• Sales Strategy

This job is responsible for supporting multiple security engineering efforts to deliver enterprise security capabilities. Key responsibilities include serving as a subject matter expert of security technology, overseeing major engineering milestones including the design, development, and implementation of systems, and reporting on key metrics. Job expectations include executing on engineering initiatives, partnering with cross-functional teams, solving complex issues within one or more security domains, and mentoring team members. Experience with host-based security is highly desired.

Responsibilities:

• Serves as a subject matter expert for one or more security engineering initiatives.
• Understands key business drivers for security engineering in regard to host-based security and proposes system designs, proposes implementation.
• Serves as a knowledge base on host-based vulnerabilities root cause, exploitation techniques and potential mitigation mechanism.
• Serves as a subject matter expert with network traffic analysis (layer 7, Layer 3, Layer 4), attack patterns.
• Possesses understanding of Machine Learning Algorithms.
• Possesses understanding of certificate management, widely used encryption algorithms, digital signatures.
• Possesses understanding of data lake tools, common API protocols.
• Drives complex technical information security projects to ensure on-time delivery and identifies and raises risks and potential vulnerabilities at all stages of the security engineering process.
• Leverages broad knowledge of information security technologies, techniques, and processes and prepares to grow knowledge within one or more security-engineering domains.
• Leads the identification, definition, and documentation of system security requirements.
• Leads work efforts with a diverse set of stakeholders with varying priorities to debate and negotiate paths forward.
• Drives the development and execution of test plans to produce quantitative results and thinks outside the box to develop and implement multiple solutions to complex problems.

Required Qualifications:

• 10+ years of Information Security experience in multiple domains.
• 5+ years of experience configuring endpoint security programs, preference for at least 3 years of experience in CrowdStrike Falcon or similar, i.e.: SentinelOne, MS Defender, Trellix or Symantec Endpoint solutions
• Proven track record of deploying, configuring, and tuning enterprise EDRs
• Experience writing and updating queries using CrowdStrike Query Language, Splunk Query Language or similar
• This is an engineering role that requires designing, configuring and maintaining endpoint tools in production.
• This role also requires solid understanding of networking (Firewall, DNS, Proxy, Log Analysis etc.)

Skills:

• Influence
• Result Orientation
• Solution Design
• Stakeholder Management
• Technical Strategy Development
• Access and Identity Management
• Critical Thinking
• Cyber Security
• Information Systems Management
• Risk Management
• Collaboration
• DevOps Practices
• Financial Management
• Solution Delivery Process
• Test Engineering

This job will be open and accepting applications for a minimum of seven days from the date it was posted.