דרושים Internal Investment Advisory Specialist ב-Bank Of America ב-ארהב

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:

• Fulfills requests from business users and operations, communicates technical status updates with appropriate teams, and oversees stability, resiliency, reliability, and the performance of multiple supported systems
• Mentors other team members and provides technical leadership
• Captures and translates business requirements into complex infrastructure and/or system design for specific implementations and collaborates with technology stakeholders, Solution Delivery Management teams, Technology Project Management teams, Solutions Engineering teams, and technical service providers for system design and deployment
• Supports change implementations, proactively identifies and resolves potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications
• Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly
• Provides release support when needed and manages engagement across audiences
• Provides full lifecycle management of the infrastructure and application environments
• Administer and support CyberArk Privileged Access Security Suite (Vault, CPM, PSM, PVWA)
• Monitor CyberArk platform health, availability, and performance, ensuring alignment with operational SLAs
• Troubleshoot and resolve credential vaulting, rotation, and integration issues
• Partner with infrastructure and application teams to enable secure access integrations
• Enforce compliance with internal security policies and external regulatory standards
• Provide Tier-2/3 support for CyberArk-related incidents and service requests
• Participate in audits, evidence gathering, and privileged access governance reporting
• Support change management, testing, and deployment of CyberArk updates and patches
• Create and maintain operational documentation, runbooks, and knowledge base articles

Required Qualifications:

• 3+ years of experience in CyberArk Privileged Access Management (PAM) administration and operations
• Strong hands-on expertise with CyberArk components (Vault, CPM, PSM, PVWA)
• Experience managing credentials across Windows, Linux/Unix, databases, middleware, and APIs
• Familiarity with identity and access management (IAM) principles and privileged access best practices
• Strong troubleshooting, problem-solving, and analytical skills
• Excellent communication and collaboration skills with cross-functional teams
• Ability to describe highly technical information in an understandable level to any audience

Desired Qualifications:

• CyberArk certifications (Defender, Sentry, Guardian)
• Experience with CyberArk Secrets Manager
• Scripting knowledge (PowerShell, Python, Bash) for automation and onboarding
• Experience with cloud platforms (AWS, Azure, GCP) and PAM integrations
• Familiarity with Active Directory, LDAP, and authentication mechanisms
• Exposure to SIEM tools (Splunk, QRadar, etc.) for monitoring privileged activity
• ITIL Foundation certification or knowledge of ITSM best practices

Skills:

• Innovative Thinking
• Production Support
• Result Orientation
• Risk Management
• Solution Design
• Adaptability
• Analytical Thinking
• Collaboration
• Influence
• Solution Delivery Process
• Architecture
• Automation
• DevOps Practices
• Project Management
• Stakeholder Management

This job is responsible for providing credit assistance and solutions to our clients. Key responsibilities include handling primarily outbound calls for a single product at any stage of delinquency or risk, including pre-charge off, and recovery. Job expectations include leveraging problem solving competencies, sound judgement and decision making, and providing exceptional client service and empathy while meeting both the bank's and client needs.

Responsibilities:

• Reaches out to delinquent clients to secure payment and determines reason for delinquency on active or inactive loan, deposit, and credit card accounts
• Negotiates repayment of outstanding debt that benefits both the client and lender in a positive and professional manner, leveraging tools and resources where applicable
• Determines the right solution for the client while staying within collections compliance guidelines
• Demonstrates empathy for the client’s situation using ethical behavior that is consistent with the bank’s code of conduct
• Achieves quality standards and meets key performance indicators
• Works an established list of accounts on an automated collections system, auto-dialer, or manual calling and helps mitigate losses

Required Qualifications:

• At least 1 year of customer service experience

• Excellent verbal and written communication skills

• Ability to work within the operating hours and days for this position as outlined in the posted job requisition

• Must have a commitment to exceptional customer service, including the ability to be empathetic and meet client needs

• Must be proficient in dealing with customers issues in both a routine and complex environment

• Must demonstrate negotiation and persuasion skills, and the ability to communicate and negotiate with a variety of customers and clients

• Must have the ability to navigate multiple computer systems while interacting with the customer, as well as the ability to think critically and use sound judgment in decision making

Desired Qualifications:

• College degree or commensurate work experience preferred

• Credit Assistance and collections experience

• Inbound/Outbound call center experience

• Banking/financial services experience

• Knowledge of banking operations

Skills:

• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Oral Communications
• Account Management
• Adaptability
• Collaboration
• Data Collection and Entry
• Interpret Relevant Laws, Rules, and Regulations
• Liquidity Management

High School Diploma / GED / Secondary School or equivalent

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

Job Description:

Job Description:

Responsible for the day-to-day execution of field examinations. Generally responsible for completing all of the most complex tasks and analyses. Identifies and resolves problems in a timely fashion according to established guidelines. May refer the most complex issues to the manager for resolution.

Job Responsibilities:

• Responsible for day-to-day execution of Exam/Audit Procedures based on generally accepted Exam/Audit principles and practices.

• Identifies and resolves problems in a timely fashion according to established guidelines.

• Assess exam status in a timely manner.

• Communicate exam status to all relevant parties on a timely basis.

• Responsible for completing Exam Reports in a deadline driven environment.

• Must be willing to travel.

Required Qualifications:

• 2+ years of experience in a Public Accounting, Auditing, Finance or Banking Industry.

• Intermediate Accounting or Advanced Accounting skills.

• 2+ years of Financial statement Auditing Experience or ABL Auditing Experience.

• Advanced Excel, Word, and Outlook.

• Ability to identify and solve problems.

• Ability to deliver an effective argument and professionally present to Clients and Team Members.

• Must be able to document accurate audit trails and audit results.

• Ability to write a concise, comprehensive, and grammatically correct report.

• Ability to document accurate audit trails in a concise and comprehensive manner.

• Must hold valid driver license.

Desired Qualifications:

• Bachelor of Arts or Bachelor of Science Degree.

Skills:

• Data Collection and Entry
• Data and Trend Analysis
• Price Verification and Valuation
• Research Analysis
• Analytical Thinking
• Collateral Management
• Issue Management
• Policies, Procedures, and Guidelines Management
• Negotiation
• Research
• Risk Management
• Valuation Ethics and Practice Standards
• Vendor Management

High School Diploma / GED / Secondary School or equivalent

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:
This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed.
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.

• Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
• Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
• Documents client interactions and provides team members with time sensitive updates
• Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
• Provides advice and assists with training for team members

Required Qualifications:

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE Act Registration; ADV-2B Required
• Obtain and/or maintain at least one firm approved designation
• Possess and demonstrate strong communication skills
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
• Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
• Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way​

High School Diploma / GED / Secondary School or equivalent

This job is responsible for performing analytical requests, reporting and analysis, and assisting with modeling activities to help manage risk and minimize credit and operating losses. Key responsibilities include overseeing portfolio trends, developing data sets or queries to extract data, and supporting the production of internal and external reporting needs. Job expectations include effectively driving information and insights which have significantly impact regulatory, financial accountability, and directly impact to business policies and goals.

Responsibilities:

• Develops and executes reporting to allow risk and business partners to effectively identify and manage risk in an effective manner
• Identifies trends and manages the data design, portfolio trends, loss trends, and portfolio dynamics to ensure alignment with business strategies
• Participates in various product strategic initiatives affecting multiple risk functions and lines of business to ensure company goals are met
• Facilitates the development of database production processes and performance reports for senior management, using data mining and other advanced analytical techniques to aggregate data
• Responds to complex ad-hoc requests for information from both internal and external parties
• Coordinates cross-functional efforts to remediate data quality issues
• Manages the outputs of controls and investigates alerts from the control checks

Required Qualifications:

• Bachelor’s degrees or above in fields including but not limited to: Finance, Economics, Mathematics, Computer Science, Statistics, Process and Mechanical Engineering, Operations Research, Data Science, Accounting, Business Administration
• 5+ years of relevant work experience

Qualifications:

• Intellectual Curiosity
• Applies critical thinking and connects the dots on how processes relate to one another.
• Demonstrates understanding of and passion for the “why”.
• Looks around the corner, explores uncharted territories with an “outside-in” perspective.
• Life-long learner who not only assertively educates self but encourages others to learn and grow.
• Feels ownership and accountability for delivering high quality work, able to prioritize effectively, adapt, and meet strict deadlines.
• Ability to recommend and implement process control improvements.
• Executive Interaction & Communication
• Strong written, verbal, presentation creation and delivery skills.
• Communications are timely, concise, easy to follow and tailored to topic, audience, and competing priorities.
• Exercises excellent judgment, discerning appropriate moments to challenge or insert point of view.
• Presentations tell a compelling story and influence action.
• Asks the next level of questions, applies context to determine direction.

Technical Qualifications:

• Expert knowledge of complex data architecture, including modeling and data science tools and libraries, data warehouses, and machine learning.
• Expert level coding skills, Excel, and End user interface development
• Managing large data sets utilizing tools such as Hadoop.
• Transforming large datasets to identify patterns and summarize insights.
• Ability to turn data into insights to tell a story; present large amounts of data in a visually insightful way that can be easily digested by an executive audience.
• Experience with large number of different data storage solutions and understanding of efficient usage.
• Mastery of Python and Tableau
• Experience with machine learning

Skills:

• Business Intelligence
• Data Visualization
• Issue Management
• Project Management
• Risk Management
• Business Acumen
• Continuous Improvement
• Risk Analytics
• Stakeholder Management
• Technical Documentation
• Adaptability
• Attention to Detail
• Data and Trend Analysis
• Performance Management
• Regulatory Relations

This job is responsible for servicing inquires received from Treasury clients via phone, email, or online channels regarding their treasury, cash management, card, merchant and depository products. Key responsibilities include analyzing and determining appropriate handling and resolution of requests. Job expectations include partnering with internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) to provide resolution to client inquiries, issues, and technical support.

Responsibilities:

• Providing technical support to our clients via telephone in support of queries relating to a variety of card-based systems, managing through to resolution with both internal and 3rd party vendor teams.

• Possessing a passion and urgency to serve our clients and operate as a client advocate

• Researching problems, investigating technical errors, and troubleshooting complex queries for clients.

• Assisting Clients with running and building reports and helping to reconcile financial data inconsistencies.

• Being consistently focused on delivering quality responses with customer service and adherence to bank policies and procedures at the front of mind.

• Working independently with strong organizational skills to overcome challenges with requests and ensures our clients’ needs are satisfied

• Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardize client experience

• Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.

• Works collaboratively with other teams to resolve client issues.

• Identifies and escalates risks and issues when necessary.

Key Responsibilities:

Service and support of simple and complex requests/inquiries from external clients via phone and email channel with an in depth understanding of self service applications used by clients.

• Commercial card experienceor 1-2 years Banking/Financial industry experience.

• Client facing experience

• Excellent verbal & written communication skills

• Strong problem solving & analytical skills

• Positive & willing to learn approach

• Ability to convey a professional, courteous, and positive attitude when dealing with clients and internal business partners

• Self-motivated and results-oriented

• Must have active listening skills

• Must have critical thinking skills

• Multitasking (i.e. ability to navigate multiple computer systems while interacting with the customer)

• Experience with Microsoft Office Suite products like Microsoft Outlook, Microsoft Excel , Microsoft PowerPoint, Microsoft Word