Personal Financial Advisors

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

Partners with assigned Relationship Manager(s) to successfully manage Commercial Banking credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs.

Basic Qualifications

- Bachelor's degree, or equivalent work experience

- Five to seven years of commercial banking experience

Preferred Skills/Experience

- Extensive knowledge of commercial lending policy, all applicable laws and regulations, credit quality standards, company and business line policies and procedures

- Strong relationship management and business development abilities, with thorough knowledge of credit products

- Strong analytical and problem-solving skills

- Ability to work effectively with individuals and groups across the company to manage customer relationships

- Well-developed written communication and verbal presentation skills

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

**EEO is the Law**

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00 - $143,770.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

**Who Are We?**

Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

**Job Category**

Underwriting

**Compensation Overview**

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

**Salary Range**

$111,600.00 - $184,200.00

**Target Openings**

1

**What Is the Opportunity?**

The Account Executive Officer (AEO), Construction Loss Sensitive will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.

As of the date of this posting, Travelers anticipates that this posting will remain open until May 30, 2025.

**What Will You Do?**

+ Manage the profitability, growth, and retention of an assigned book of business.

+ Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.

+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.

+ Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.

+ Identify and capture new business opportunities using consultative marketing and sales skills.

+ Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.

+ May assist in the training and mentoring of less experienced Account Executives.

+ Perform other duties as assigned.

**What Will Our Ideal Candidate Have?**

+ Bachelor’s degree.

+ Six to eight years of relevant underwriting experience with experience in construction loss sensitive.

+ Deep knowledge of construction loss sensitive products, the regulatory environment, and the local insurance market.

+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.

+ Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.

+ CPCU designation.

**What is a Must Have?**

+ 4 years of underwriting experience.

**What Is in It for You?**

+ **Health Insurance** : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.

+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.

+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.

+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.

+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

**Employment Practices**

Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.

In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (4-ESU@travelers.com) so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .

**Who Are We?**

Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

**Job Category**

Underwriting

**Compensation Overview**

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

**Salary Range**

$83,300.00 - $137,400.00

**Target Openings**

1

**What Is the Opportunity?**

The Middle Market Business Center centrally underwrites and negotiates renewal and new business for eligible accounts across the low to mid-sized range of Middle Market Business Insurance. The Account Executive (AE), Business Center will partner with agents and brokers to provide coverage for new and/or renewal business based on customers' needs. As an AE, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to assess risk and sell our products will contribute to the profitability and success of Travelers.

As of the date of this posting, Travelers anticipates that this posting will remain open until May 30, 2025.

**What Will You Do?**

+ Manage the profitability, growth, and retention of an assigned book of business.

+ Underwrite and skillfully negotiate customer accounts to minimize risk and maximize profitability.

+ Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to support market penetration objectives and identify cross-selling opportunities.

+ Foster relationships with external partners by delivering seamless underwriting experiences and solutions.

+ Identify and capture new business opportunities using consultative marketing and sales skills.

+ Support the execution of agency, region, and group sales plans.

+ Perform other duties as assigned.

**What Will Our Ideal Candidate Have?**

+ Bachelor’s degree.

+ Three to five years of relevant underwriting experience.

+ Knowledge of Business Insurance products, the regulatory environment, and the local insurance market.

+ Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.

+ Communication skills with the ability to successfully negotiate with agents and brokers.

+ CPCU designation.

**What is a Must Have?**

+ 2 years of underwriting experience.

**What Is in It for You?**

+ **Health Insurance** : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.

+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.

+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.

+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.

+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

**Employment Practices**

Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.

In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (4-ESU@travelers.com) so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .

Account Executive - SKIPTA

Company: MMIT

Location: Remote, United States

Date Posted: Mar 31, 2025

Employment Type: Full Time

Job ID: R-1050

**Description**

**About MMIT:**

Why MMIT? At MMIT, we simplify the complexities of healthcare to smooth access to life saving therapies. Our collective teams achieve this through prioritizing cultivating industry leading data coupled with cutting edge technology to solve some of healthcare’s most complex challenges.

MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major stakeholders to move therapies from pipeline to prescription—answering the “what” of how payers cover therapies and the “why” behind those decisions. MMIT’s product portfolio has been built by listening to our clients, and with expert teams of pharmacists, clinicians, data specialists and market researchers who provide foresight, clarity and confidence.

In 2022, MMIT joined forces with other market-leading pharmaceutical-solutions providers—Evaluate, Citeline, Panalgo and The Dedham Group—to launch Norstella, which aims to deliver must-have answers for critical strategic and commercial decision-making along the entire drug development journey.

Skipta, part of the Norstella group of companies, is an online community for verified healthcare professionals to consult and exchange information within a private and secure platform. For its advertisers, Skipta provides the opportunity for brands to engage with HCPs via custom and ad-supported tactics across multiple channels.

**The Role:**

Unique and exciting opportunity for pharma media expert (HCP preferred) to break into business development / sales. If you are passionate about digital engagement opportunities in the healthcare industry and bringing those solutions to the market, we are looking for a candidate that is excited to:

**Responsibilities:**

• Identify potential HCP engagement/media opportunities within named Accounts and work with the primary seller to build a pipeline, with a key focus on rebooking existing client programs

• Assist primary seller with day-to-day account oversight, research and planning

• Research and develop digital marketing program recommendations based on client needs and identify opportunities to optimize and upsell existing programs

• Prepare for client meetings and presentations using visuals and data from internal sources

• Establish and build relationships with client stakeholders

• Assist in the in the negotiation of program scoping and pricing with clients and execute successful deal closures

• Be accountable to achieve and exceed the agreed quarterly and annual sales targets set forth by the business

• Work closely with the Client Solutions team on program goals, execution and delivery

**Qualifications:**

The Account Executive should have strong interpersonal, verbal and written communication skills to effectively develop client relationships as they identify prospects, nurture those leads and ultimately sell Skipta solutions to the client. Bachelor’s degree, preferably in Marketing/Digital Marketing, Business Administration, Natural Sciences or a related field.

• 5+ years' experience in the pharmaceutical digital marketing services space in a client facing role with a track record of meeting or exceeding expectations

• Strong Pharmaceutical knowledge

• Strong background and understanding of digital media services for the life sciences and HCP media planning

• Excellent organizational skills and attention to detail: Ability to manage multiple tasks, prioritize effectively, and maintain a high level of accuracy. Proficiency in Office Software: Familiarity with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software.

• Strong project management skills including problem solving and attention to detail.

• Ability to work remotely and independently

• Ability and willingness to travel to meet with clients

Travel: Monthly Travel Required

Location: US - Remote, but primary residence in NYC / Philadelphia Metro Area is preferred

**Our Guiding Principles for success at Norstella:**

01: Bold, Passionate, and Mission-First

02: Integrity, Truth, and Reality

03: Kindness, Empathy, and Grace

04: Resilience, Mettle, and Perseverance

05: Humility, Gratitude, and Learning

**Benefits:**

• Medical and Prescription Drug Benefits

• Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA)

• Dental & Vision Benefits

• Basic Life and AD&D Benefits

• 401k Retirement Plan with Company Match

• Company Paid Short & Long-Term Disability

• Paid Parental Leave

• Paid Time Off & Company Holidays

_The expected base salary for this position ranges from $85,000 to $110,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus._

_Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._

_Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we’re just as excited about you._

Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.

CW7 is in search of a dynamic Digital Account Executive to take our digital revenue initiatives to the next level. Our Broadcast and Digital Divisions are a part of one of the nation’s fastest growing organizations, and the largest local media company in the US. We are looking for a leader in digital sales and revenue production. The Digital Account Executive is responsible for digital sales efforts for all digital marketing services both closing sales opportunities and creating new opportunities.

+ Serve as the sales marketing lead driving revenue from digital marketing services for clients across all channels -- mobile, tablet and web

+ Develop and execute go-to-market sales strategies that result in exceeding revenue targets in Digital Marketing Services

+ Responsible for delivering and marketing a powerful suite of local digital marketing products and services that help local SMB’s grow successfully

+ Develop local sales strategies in major industry verticals (auto, medical, etc.)with clear goals and measurable objectives that can be tied to revenue growth.

+ Establish, maintain and grow relationships with advertisers and agencies

+ Position and pre-sell all opportunities to highlight the benefit and value proposition in the marketplace

+ Consistently communicate with clients on all business activity

+ Complete knowledge of the market and competitive landscape

+ Utilize a consultative sales approach to develop strategic understanding of client’s business and marketing needs

+ Meet and exceed performance management targets for account activity and revenue generation

+ Serve as an advisor to GM and DOS and help make informed decisions on key issues surrounding digital marketing objectives

+ Establish key relationships within the local business community in order to effectively build and maintain ad revenue vs. budget

Requirements & Skills:

+ BA or BS in Business, Marketing or Advertising preferred

+ 5+ years of digital media sales and marketing experience preferred

+ Significant knowledge of the digital advertising landscape including Paid Search, Programmatic Ad buying, Social Media Management, Mobile Strategy etc.

+ Motivated, enthusiastic, self-starter who can work effectively both independently and in a team environment

+ Effective communication and client presentation skills

+ Ability to interact with high-level decision makers

+ Ability to sell through a consultative sales experience

+ Ability to sell a vast array of products

+ Excellent follow-up, strong organizational skills and attention to detail

+ Proven ability to meet and exceed sales goals and secure revenue goals

+ Interest and passion for digital trends and how they relate to the media/ broadcast industry

+ Strategic thinker with strong ability to translate complex ideas into succinct, and compelling sales narratives

+ Resourceful, self-motivated and a skillful multI-tasker\

+ Strategic foresight

+ Valid driver’s license

+ #LI-Onsite

Nexstar Media Group, Inc. (NASDAQ: NXST) is a leading diversified media company that produces and distributes engaging local and national news, sports and entertainment content across its television and digital platforms, including more than 310,000 hours of programming produced annually by its business units. Nexstar owns America’s largest local television broadcasting group comprised of top network affiliates, with 200 owned or partner stations in 116 U.S. markets reaching 220 million people. Nexstar’s national television properties include The CW, America’s fifth major broadcast network, NewsNation, our national news network providing “News for All America,” popular entertainment multicast networks Antenna TV and Rewind TV, and a 31.3% ownership stake in TV Food Network. The Company’s portfolio of digital assets, including its local TV station websites, The Hill and NewsNationNow.com, are collectively a Top 10 U.S. digital news and information property. For more information, please visit nexstar.tv.

EEO Statement: All qualified applicants will receive consideration for employment without regard to disability, protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management offering).

The J.P. Morgan Wealth Management business is undergoing significant growth initiatives with a key focus being the development of a remote advice and wealth management channel.

As an Associate within National Branch Field Strategy and Execution, you will play a key role in building the new business and integrating within the existing J.P. Morgan Wealth Management infrastructure. This role will contribute to giving the Field (leadership, advisors, etc.) the necessary operating models, tools, and resources needed to successfully provide a world class experience to our advisors the clients we serve.

**Job Responsibilities**

+ Drive the translation of the client and advisor experience strategy into tangible business solutions

+ Define & recommend enhancements to detailed processes and operating models

+ Support and manage end-to-end field implementation of strategic initiatives

+ Guide and influence key stakeholders towards strategic decision-making

+ Organize related in-flight programs that cross-impact are dependent on your assigned workstream, project, or program

+ Identify challenges, gaps, and opportunities for improvement (and report findings in a simple, compelling way)

**Required qualifications, skills, and capabilities.**

+ Strength in project management, problem resolution, effective communication, product knowledge, and marketing

+ Flexibility and the ability to quickly adapt within a dynamic environment

+ Analyze and prioritize alternative solutions to drive results

+ Create and deliver compelling presentations for senior leadership

+ Team orientation, high energy level, positive thinker

+ 3+ years of experience in project management and financial services, preferably wealth management and financial planning

+ Experience in strategic consulting or process improvement

+ Demonstrated experience leading & contributing to large, complex projects (planning, designing, documenting, communicating)

+ Familiarity with end-to- end bank infrastructure (Advisors, client service, product, technology, operations, training, and controls)

+ Strong storytelling and presentation skills (written and verbal)

+ Bachelor's degree

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Merrill Financial Solutions Advisor - Scottsdale West Valley Market

Scottsdale, Arizona;Scottsdale, Arizona; Peoria, Arizona

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

**Job Description:**

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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:**

+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

**The Advisor Development Program (ADP) Journey:**

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

**We’ll help you:**

+ Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

+ Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to:**

+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

+ Marketing strategies to reach wider audiences with greater appeal.

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

+ Potential Opportunities for professional growth.

+ Leadership opportunities, including leading client and conference seminars

**We’re a culture that:**

+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

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

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

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

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required Qualifications:**

+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

+ Self-starter who efficiently manages time and capacity

+ 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

+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

**Desired Qualifications:**

+ Proven ability to partner and promote lead generation

+ Experience balancing investment management, sales activities, and new client development

+ Strong computer skills and the ability to multitask in a demanding environment

+ Bachelor's degree, preferably in business-related field

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

+ Obtained insurance licenses ​

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Merrill Financial Solutions Advisor - Phoenix Market

Phoenix, Arizona

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

**Job Description:**

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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:**

+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

**The Advisor Development Program (ADP) Journey:**

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

**We’ll help you:**

+ Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

+ Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to:**

+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

+ Marketing strategies to reach wider audiences with greater appeal.

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

+ Potential Opportunities for professional growth.

+ Leadership opportunities, including leading client and conference seminars

**We’re a culture that:**

+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

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

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

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

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required Qualifications:**

+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

+ Self-starter who efficiently manages time and capacity

+ 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

+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

**Desired Qualifications:**

+ Proven ability to partner and promote lead generation

+ Experience balancing investment management, sales activities, and new client development

+ Strong computer skills and the ability to multitask in a demanding environment

+ Bachelor's degree, preferably in business-related field

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

+ Obtained insurance licenses ​

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Merrill Financial Solutions Advisor - Scottsdale West Valley Market

Scottsdale, Arizona;Scottsdale, Arizona; Peoria, Arizona

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

**Job Description:**

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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:**

+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

**The Advisor Development Program (ADP) Journey:**

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

**We’ll help you:**

+ Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

+ Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to:**

+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

+ Marketing strategies to reach wider audiences with greater appeal.

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

+ Potential Opportunities for professional growth.

+ Leadership opportunities, including leading client and conference seminars

**We’re a culture that:**

+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

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

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

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

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required Qualifications:**

+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

+ Self-starter who efficiently manages time and capacity

+ 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

+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

**Desired Qualifications:**

+ Proven ability to partner and promote lead generation

+ Experience balancing investment management, sales activities, and new client development

+ Strong computer skills and the ability to multitask in a demanding environment

+ Bachelor's degree, preferably in business-related field

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

+ Obtained insurance licenses ​

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Wealth Management Fraud & Claims - Sr. Fraud Analyst

Chandler, Arizona

**Job Description:**

pAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

**Job Description:**

This job is responsible for handling complex and escalated customer situations regarding possible fraudulent account activity. Key responsibilities include receiving inbound calls and takes appropriate action requiring accuracy on complex transactions. Job expectations include performing functions related to research and resolution of fraudulent activity, service support, and delivering practical, innovative solutions to clients while focusing on retention and re-establishing client confidence.

Wealth Management Fraud & Claims associates will handle inbound calls from clients, branch offices, banking centers, and various internal associates. They will also be responsible for the claim initiation and status updates of various fraud and billing disputes, on our clients’ bank accounts. Associates will handle a wide variety of claim types including but not limited to: credit card, debit card, ATM, check fraud, ACH, and online wire transfers for wealth banking products.

**Responsibilities:**

+ Services banking products with high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent activity and restrict account activity

+ Assists Fraud Strategy partners with development of new tactics by facilitating controlled tests and simulations within the production environment

+ Tests existing customer facing capabilities (credit, debit, transactions, deposit activity, and online activities) for unknown vulnerabilities resulting in potential fraudulent exploitation and unplanned loss

+ Participates in triage related to Executive Escalations & Incident Response fraud activities

+ Reviews and investigates reports of suspected fraudulent activity with accurate recording of data captured during client interactions

+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulation

+ Assist clients and internal partners with banking claim and suspicious alert inquiries, initiation and updates

**Hours vary between 10a-9p EST MUST be available to work a weekend shift**

**Required Qualifications:**

+ 1+ years of fraud servicing or call center experience.

+ Has strong analytical and organizational skills and demonstrates the ability to solve complex problems by reviewing related information

+ Demonstrates a strong sense of urgency and is able to work in a fast-paced, ever-changing environment with a strong focus on risk mitigation and client experience.

+ Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives

+ Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions

+ Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule

+ Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays

+ Communicates effectively and confidently with all clients to make their financial lives better

+ Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections

+ Comfortable receiving ongoing performance feedback and coaching

+ Ability to learn and adapt to new information and technology platforms

+ Minimum of an intermediate level of proficiency with computers and current technology

**Desired Qualifications:**

+ Experience in a call center or a financial/banking center

+ Customer service experience

+ Has 1-2 years of fraud servicing or call center experience.

+ Fraud Detection and Prevention

+ Credit Risk

**Skills:**

+ Customer and Client Focus

+ Data Collection and Entry

+ Due Diligence

+ Issue Management

+ Oral Communications

+ Active Listening

+ Adaptability

+ Attention to Detail

+ Policies, Procedures & Guidelines

+ Written Communications

+ Business Acumen

+ Collaboration

+ Critical Thinking

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.