Bank of America

Job Description: As a Wealth Management Client Services Representatives you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to our Merrill Wealth Management clients regarding their banking and brokerage accounts, credit and debit cards, small business accounts, home loans and / or online banking. What you'll do: Effectively educate, promote and guide clients through our online and mobile self-service capabilities at every opportunity. Provide clients with clear, complete and accurate responses to their questions and inquiries at point of call Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk. Error-free and timely processing of client requests (i.e. cred card payments, transfers within accounts, setting up online banking access, credit or debit card activation, etc.) Navigate through multiple applications and tools...

Job Description: As a Wealth Management Client Services Representatives you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to our Merrill Wealth Management clients regarding their banking and brokerage accounts, credit and debit cards, small business accounts, home loans and / or online banking. What you'll do: Effectively educate, promote and guide clients through our online and mobile self-service capabilities at every opportunity. Provide clients with clear, complete and accurate responses to their questions and inquiries at point of call Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk. Error-free and timely processing of client requests (i.e. cred card payments, transfers within accounts, setting up online banking access, credit or debit card activation, etc.) Navigate through multiple applications and tools...

Job Description: As a Wealth Management Client Services Representatives you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to our Merrill Wealth Management clients regarding their banking and brokerage accounts, credit and debit cards, small business accounts, home loans and / or online banking. What you'll do: Effectively educate, promote and guide clients through our online and mobile self-service capabilities at every opportunity. Provide clients with clear, complete and accurate responses to their questions and inquiries at point of call Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk. Error-free and timely processing of client requests (i.e. cred card payments, transfers within accounts, setting up online banking access, credit or debit card activation, etc.) Navigate through multiple applications and tools...

Job Description: Ensuring the timely and accurate closing of 1st mortgage residential loan transactions. Custom Residential Real Estate Fulfillment provides support in the following key areas: 1st Mortgages, Modifications/Renewals, Adjustable Rate Mortgage Servicing, Construction Loan Servicing and Post Close Reviews. Primary responsibility of Document Admin III - Closing Specialist is to review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on routine to highly complex documentation. Interfaces with company vendors, legal counsel, Support Specialist and Sales partners, to ensure world-class documentation and accuracy. Maintains primary responsibility for accuracy of documentation, timely delivery of documents and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable re-work. * Required Skills:...

Job Description: The Commercial Credit Specialist (CCS) is responsible for tasks related to the end to end commercial credit process. The CCS role is the first point of engagement for the client team and responsible for ensuring timely and consistent execution of the commercial credit process. Responsibilities include initial deal coordination, confirmation that appropriate financial statements have been submitted for a request, order and review of pre-close due diligence, preparation of internal legal documents or engagement of the fulfillment team, validation of operational feasibility and adherence to policy, coordination of closing activities, coordination of booking with product partners, escalating and resolving client issues, and setup/scheduling/collection/monitoring of client related documentation as required by the Loan Agreement. The role is centrally located, market aligned and remote from the client team. Role will have virtual client contact in order to facilitate...

Job Description: At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long term career and a drive to make our clients' financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program and become a Financial Solutions Advisor in one of over 4,000 financial center locations nationwide. The Financial Center Financial Solutions Advisor role is a pivotal...

Job Description: At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at...

Job Description: At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at...

Job Description: At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors-those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at...

Job Description: CREB Underwriter (UW) is responsible for performing deal analysis, preparation of supporting justification, and processing approvals. The UW has understanding of key policies and regulations for applicability/impact to a transaction. The UW is a member of the CREB market team, is aligned to LOB regions/markets, supports the SUW and CO teams in a specific market and may be assigned a limited portfolio of clients. The UW is typically an individual contributor who reports to a CREB Senior Credit Product Manager, however, the UW will generally pair with a CO or SUW, or both, and they work as a team to jointly underwrite new transactions as well as perform material modifications to existing facilities. The UW will also advise the CREB portfolio group with any post-closing credit actions as needed. Successful candidates will possess functional knowledge and will have demonstrated strong performance with a focus on collaboration, driving operational excellence and the...

Job Description: Role Overview: CREB Underwriter (UW) is responsible for performing deal analysis, preparation of supporting justification, and processing approvals. The UW has understanding of key policies and regulations for applicability/impact to a transaction. The UW is a member of the CREB market team, is aligned to LOB regions/markets, supports the SUW and CO teams in a specific market and will be assigned a limited portfolio of clients. The UW is typically an individual contributor who reports to a CREB Senior Credit Product Manager, however, the UW will generally pair with a CO or SUW, or both, and they work as a team to jointly underwrite new transactions as well as perform material modifications to existing facilities. The UW will also advise the CREB portfolio group with any post-closing credit actions as needed. Successful candidates will possess functional knowledge and will have demonstrated strong performance with a focus on collaboration, driving operational...

Job Description: In partnership with our clients, Community Development Banking at Bank of America develops high-quality, residential communities that are affordable for low-income families. We offer several affordable housing products and promote economic development through co-investments in tax-advantaged equity partnerships. We collaborate with community stakeholders nation-wide to encourage economic opportunity and environmental sustainability, which we feel ensures that our partnerships are successful over the long-term. Our relationships with our clients grow as we exchange ideas and foster novel solutions to community problems. Through our teamwork, we give residents of low-income communities the support which permits them more time and energy for their families and re-investing in their communities. Professionals in this role are primarily responsible for assisting Underwriters, Credit Officers, and Relationship Managers in making sound equity and debt investment...

Job Description: Job Description The ML Credit Service Associate actively supports the ML SCE/CE role in the end-to-end credit management process by delivering consistently high quality banking and credit related services to Merrill Lynch clients. The ML CSA role has primary responsibility for supporting all client interfacing activities by monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day credit inquiries from the client. The ML CSA manages the execution of client service activities for loans including account inquiry, fulfillment needs and maintenance oversight, in coordination with ML SCE/CE. The ML CSA will act as a "triage" point for ML SCE/CE and GWIM Credit Delivery in the management of collecting financial documents, resolving failed covenants, collecting past due payments, fulfillment of Service Requests and timely execution of the Loan Renewal Process. Partners with Selects Underwriters for effective and timely issue...

Job Description: Job Description The ML Credit Service Associate actively supports the ML SCE/CE role in the end-to-end credit management process by delivering consistently high quality banking and credit related services to Merrill Lynch clients. The ML CSA role has primary responsibility for supporting all client interfacing activities by monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day credit inquiries from the client. The ML CSA manages the execution of client service activities for loans including account inquiry, fulfillment needs and maintenance oversight, in coordination with ML SCE/CE. The ML CSA will act as a "triage" point for ML SCE/CE and GWIM Credit Delivery in the management of collecting financial documents, resolving failed covenants, collecting past due payments, fulfillment of Service Requests and timely execution of the Loan Renewal Process. Partners with Selects Underwriters for effective and timely issue...

Job Description: We are hiring professionals for the role of Data Scientist for our Chief Data Science Organization, AI Risk Governance practice in Charlotte, NC. We are looking for professionals who can help us identify AI risks and lay out processes and controls to remediate those gaps using quantitative techniques involving statistical analysis, design and development of ML algorithms particularly focused on Banking and Finance domains. This role involves cross-teaming and coordination with broader Artificial Intelligence and Cognitive learning teams in building enterprise risk assessment models for identification and mitigation of AI Risks. Location: Charlotte, NC Job Requirements: 3 + years of experience in the field of Data Analytics in banking or consulting domain. Hands on experience with designing / data modelling as per business requirements for Quantitative Analytics. Proficient in design, development and maintenance of AI and ML models, expertise in analysis...

Job Description: Responsibilities : We are looking to add Claims subject matter experts to our team! In this role you will be responsible for working closely with stakeholders from across the organization to drive transformational process improvements. You will be accountable for maximizing operational efficiency, reducing fraud losses and improving client experience. Engaging with business partners to analyze, implement, and update processes by utilizing sound process improvement models and techniques. Managing the design or redesign of processes or projects using six sigma or related methodologies (i.e. Ops Excellence) Integrating best practices with process design to ensure continuous process improvement. Building action plans and driving their execution Applying business redesign concepts and practices. Leading cross-functional fraud initiatives in partnership with Operations, Risk Management, Analytics, Investigations, and other partners within the bank to...

Job Description: Enterprise Fraud Management (EFM) oversight of the Fraud and Non-Fraud Claims front line units. This role includes, but is not limited to, the following responsibilities: Support the EFM Relationship Manager / Liaison between the FLU and Enterprise Fraud Management and Control. Management of the quarterly Enterprise Fraud Risk Assessment (EFRA). Leverage the EFRA results, fraud expertise, and partnership with the FLU to identify process control opportunities to mitigate fraud fraud risk and loss. Manage additional Enterprise Fraud Management projects and functions as required. Provide Enterprise support of the CR&R organization including successful completion of the EFRA, OPEX initiatives, and tactical LOB support. Face off with association partners and representatives to contribute to charge back and arbitration strategies and respond to merchant issues and disputes. Required Skills : 1-3 Year's of current claims experienceCRR...

Job Description: The role is fully responsible for managing the provision of application and technology support to the Global Markets Equities Electronic business in AMRS with extended responsibilities globally, managing any major incidents, defining staff strategy, facing off to senior business management, coordinating stability programs and strategic process improvements. Additionally the role will closely work with onshore and offshore groups worldwide to continue to operate and improve on global support model. This is a high-profile role working in a fast paced environment requiring individual with flexibility, acumen and the ability to assimilate information quickly, with focus on Incident and Problem Management. This is a critical role requiring a highly motivated and dedicated individual who can provide procedural and technical support to the regional team in AMRS and the global teams in APAC and EMEA. The role is responsible for providing technical leadership to the...

Job Description: Business Overview Our Short Term Fixed Income business is a consistent leader in global money markets origination. We cover Fortune 500 companies as well as other investment grade clients globally looking to raise capital in the U.S. money markets. We partner closely with Corporate and Investment Banking and Debt Capital Markets to deliver strategic advice to more than 450 clients globally. Job Description Junior member on the origination team helping to deliver the full breadth of BofA Securities' Short Term Fixed Income capabilities Support the desk in originating new short term financing solutions across industries and client segments: Commercial Paper, Yankee CDs, Asset Backed Commercial Paper, Floating Rate Notes, etc. Corporates, Banks, Sovereigns, Pensions, Conduit Managers, etc. Flawlessly manage internal and external procedures for exceptional execution of new program launches Provide senior originators comprehensive analysis on clients,...

Job Description: Job Description: Timely manage and resolve customer initiated requests relating to Paycheck Protection loans, Retail Auto, RV, Marine, Motorcycle and Aircraft installment loans. Responsible for any of the following and specific assignments/ responsibilities: core systems data entry, ACH set up, clearing items rejected from automated processes, performing maintenance to customer accounts, performing in-depth research to analyze/correct problems, retrieval of customer loan documents. Ensures quality service and efficient operations support for the assigned area's internal business partners and/or external customers/clients. Intermediate level position performs routine and various functions under limited supervision. Decisions have moderate impact on internal and external customer relationships. Will have direct contact with internal/external clients. Production based environment in which performance is based on speed and accuracy. Flexibility to switch between...