Bank of America

Oversee video infrastructure for live events and broadcasts at a financial institution. | At least 5 years of experience in broadcast engineering, strong knowledge of audio/video systems and IP networking, high school diploma or equivalent. | A leading financial institution in Charlotte, NC is seeking an experienced Broadcast Engineer to oversee video infrastructure for live events and broadcasts. The ideal candidate will have at least 5 years of experience in broadcast engineering and possess strong knowledge of audio/video systems and IP networking. This role invites candidates to work in a collaborative environment with opportunities to enhance live event experiences. Flexible hours may be required, and a high school diploma or equivalent is the minimum education requirement. #J-18808-Ljbffr

Managing brokerage wire fraud detection programs and developing strategies to prevent fraud in wealth management. | Experience in data analytics, fraud detection platforms, and financial services, with strong communication and strategic thinking skills. | 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. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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: Wealth Management Fraud and Claims is looking for an experienced analytical leader to join the Brokerage fraud strategy team. This is an exciting opportunity given the constantly evolving nature of fraud and attacks in the marketplace as well as in money movement. The incumbent will be responsible for managing the brokerage wire fraud detection program on fraud and scam prevention strategies for key money movement channels. Responsibilities will include, working across multiple lines of business; partnering with product, technology, operations, vendors, and others; responsibility for the overall third-party fraud loss line; and evaluating various internally developed and vendor provided machine learning tools to maximize client experience while managing fraud most effectively. Responsibilities As a Fraud Strategy Manager with the Wealth Management Fraud and Claims organization, you will capitalize on technical abilities and strategic thinking to solve business challenges and seek opportunities for improvement. You will join a team of fraud professionals who are dedicated to stopping criminals and protecting customers. In the role you will spend time analyzing difficult problems as we try to stay one step ahead of the fraudsters. You will develop complex defenses designed to minimize the impact to good clients while maximizing fraud loss avoidance. You will work across multiple partner organizations and represent our team as a subject matter expert. We are looking for someone with strong communication skills, sound business judgement, results oriented with a track record of thriving in a fast-paced entrepreneurial environment Preferred/Desired Skills: Bachelor’s degree in mathematics, statistics, operations research, engineering, computer science, finance, or business. 1+ years of experience in advanced to expert level SQL and SAS Minimum 5 years of work experience in large financial institution with specialization in data analytics Expertise in fraud detection and management platforms, specifically SAS Fraud Management and creation of user defined variables for rule development. Basic understanding of 1st and 3rd party fraud (claims to charge-off timing, chargeback recovery rights, etc.) Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range $120,000.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice

Providing personalized financial advice, building client relationships, and recommending banking solutions. | High school diploma, experience in customer service or sales, and ability to manage client relationships. | Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: Recommends financial advice and guidance that align with client financial goals and needs Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience Required Qualifications: Has demonstrated experience and proven success with business-to-business sales and/or small business banking Has strong communication skills with the ability to effectively influence clients Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution Has a proven sales track record Can build productive partnerships and working relationships Is experienced with outbound phone sales Desired Qualifications: Experience with financial information, spreadsheets and financial skills Experience with in-person customer service and sales Experience working with small business clients Experience meeting or exceeding goals A working knowledge of small business products and services Bilingual skills Skills: Client Management Client Solutions Advisory Customer and Client Focus Referral Identification Risk Management Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Pipeline Management Referral Management Attention to Detail Collaboration Issue Management Prospecting Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Rancho Santa Margarita - 31531 SANTA MARGARITA PKWY - RANCHO SANTA MARGARITA BC (CA6201) Pay and benefits information Pay range $26.00 - $33.72 hourly pay, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At 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! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

Overseeing and executing strategic change initiatives to improve operational efficiency, compliance, and scalability within AML operations. | Extensive experience in AML operations, compliance, or financial crime risk management, with proven leadership in large-scale process improvements and technology implementations. | Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for overseeing programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include serving as the primary contact to department managers for critical change initiatives and communicating, influencing, and negotiating vertically and horizontally to obtain or leverage resources. Job expectations include delivering regulatory and executive materials and ensuring results align to program strategy, simplification, and new capabilities. The AML Operations Strategist will play a critical role in shaping and executing strategic initiatives to enhance the efficiency, scalability, and regulatory compliance of the organization’s Anti-Money Laundering (AML) operations. This role requires a forward-thinking professional with deep knowledge of AML regulations, operational processes, and emerging technologies to drive innovation and continuous improvement. Responsibilities: Defines program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders Works closely with project sponsors, cross-functional teams, and assigned project managers to develop the scope, deliverables, required resources, work plan, budget, and timing for new change initiatives Monitors the execution of defined tasks through tracking of program milestones and their statuses, developing program plans, and measuring progress against ongoing key performance indicators Analyzes, evaluates, and overcomes program risks, and produces program reports for managers and stakeholders Identifies key requirements for cross-functional teams and external vendors to perform in alignment with the program objectives Works with other program managers to identify risks and opportunities across multiple projects within the department, leading them to negotiate decision making for efficient and effective resolution Meets with stakeholders to provide transparency into project issues and decisions on services, builds positive relationships, asks questions, and uses tools to uncover root causes to challenges, identify opportunities, and make recommendations Develop and implement strategic plans to optimize AML operational functions, including client activity monitoring, screening, and KYC/CDD onboarding and refresh. Identify opportunities for automation, process re-engineering, technology adoption, and communications/training/procedure development to improve efficiency and reduce risk. Document the blueprint for the organization that aligns goals, strategies and initiatives to the strategic plan. Develop control routines to ensure new projects and improvement activities are in alignment with the strategic plan Drive the development of dashboards and KPIs to monitor effectiveness of AML processes and report to senior leadership. Integrate the strategic plan within existing people, process, and technology change functions Leverage data analytics to identify trends, gaps, and opportunities for improving AML controls and operational performance. Collaborate with cross-functional teams to deliver strategic initiatives. Act as a subject matter expert (SME) for AML operations strategy in internal forums Stay abreast of industry trends, regulatory changes, and emerging technologies in AML and financial crime prevention. Required Qualifications: 7+ years in Anti-Money Laundering operations, compliance, or financial crime risk management, with at least 3 years in a strategic or transformation role. Proven track record of leading large-scale process improvement or technology implementation projects. Strong understanding of AML regulations and operational processes. Expertise in data analytics, process optimization, and project management. Excellent communication and stakeholder management skills. Familiarity with AML technology platforms and automation tools. Desired Qualifications: Bachelor’s degree in Business, Finance, Risk Management, or related field (Master’s preferred). Skills: Consulting Problem Solving Program Management Project Management Reporting Collaboration Leadership Development Performance Management Presentation Skills Issue Management Oral Communications Process Design Process Performance Management Strategic Thinking Analytical Problem-Solving Change Management Leadership and Influence Regulatory Acumen Shift: 1st shift (United States of America) Hours Per Week: 40 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At 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! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

Designing and implementing scalable data and analytical capabilities for risk management. | Bachelor's in Computer Science or related field, strong Python skills, experience with big data and analytical tools. | Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Quantitative Engineer Analyst is the entry level role to becoming a Quantitative Engineer. Quantitative engineers in Global Risk are responsible for designing and implementing common, reusable, and scalable software components. These components enable GRM’s data and analytical capabilities. These components can be domain independent (e.g., generic data quality tools over trillions of rows of data) or domain specific (e.g., classification models for surveillance or testing framework for Global Markets processes). Quantitative engineers work with modelers, risk managers, and technologists to understand the current state and design the future state of data and analytics. Quantitative engineers have a combination of software engineering, big data, and modeling skills and the ability to work across the entire spectrum of a big data stack – from data to logic to model to UI to UX. Responsibilities: Applying quantitative methods to develop capabilities that meet line of business, risk management and regulatory requirements Understanding financial data: schemas, flow, size, data issues, data controls, etc. Building performant big data pipelines Use programming skills and knowledge of software development lifecycle principles to deliver high quality code for model and testing processes Collaborate with key stakeholders across the Bank to understand modeling and testing business processes and requirements Think outside the box of current industry standards to develop innovative approaches Maintaining and continuously enhancing capabilities over time to respond to the changing nature of portfolios, economic conditions and emerging risks Source and evaluate data required for modeling and testing Design and develop and implement models and tests Produce clear, concise and repeatable technical documentation on models and tests for internal and regulatory purposes Team Overview: Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT) are sub-lines of business within Global Risk Management (GRM). Collectively, they are responsible for developing a consistent and coherent set of models, analytical tools, and tests for effective risk and capital measurement, management and reporting across Bank of America. GRA and EIT partner with the Lines of Business and Enterprise functions to ensure the capabilities it builds address both internal and regulatory requirements, and are responsive to the changing nature of portfolios, economic conditions, and emerging risks. In executing its activities, GRA and EIT drive innovation, process improvement and automation. The Market Behavior Analytics group within Global Risk Analytics is responsible for developing surveillances and other sophisticated controls over activities in our Global Markets business. These controls detect potentially suspicious activities and patterns of behavior. Building these controls requires knowledge of big data techniques, ability to architect systems that can efficiently scale to hundreds of billions of data points per day, machine learning over unstructured and structured data, graph analytics, and experience with building UI for data rich applications. Skills: High level of intellectual curiosity Feel ownership and accountability for delivering high quality work, able to prioritize effectively, adapt, and meet strict deadlines Strong written, verbal, presentation creation and delivery skills Well organized, and has attention to detail Ability to adjust to new conditions and changes effectively Capacity to notice and consider all aspects or a task or project Work effectively with others toward a common goal Minimum Education Requirements: Bachelor’s degree in Computer Science, a closely related field, or a degree from a program where software engineering was a key focus Qualifications: Strong Programming skills (e.g., Python) Strong analytical and problem-solving skills Digital fluency Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544) Pay and benefits information Pay range $65,000.00 - $76,400.00 annualized salary, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At 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! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

Assist clients with financial solutions, obtain industry licenses, and build client relationships. | Must obtain securities licenses, have client relationship experience, and be self-disciplined. | Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. We'll help you: • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications • Aptitude in obtaining required industry licenses. • Must be self-disciplined in managing time and capacity. • Experience in cultivating client relationships, accessing needs and recommending solutions. • Success creating strong peer relationships through effective communication and collaboration. • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. • Executes multiple tasks simultaneously. • Learns and adapts to new technology or applications. Desired Qualifications • Currently holds FINRA Securities Industry Essentials (SIE) • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills • Client Experience Branding • Client Solutions Advisory • Investment Management • Pipeline Management • Referral Management • Client Management • Customer and Client Focus • Portfolio Management • Prospecting • Referral Identification • Business Acumen • Executive Presence • Oral Communications • Risk Management Weekly Schedule: Monday thru Friday, with rotating Saturdays required Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - 260 Greenwich St - GREENWICH & MURRAY BANKING CENTER (NY5188) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Deliver comprehensive wealth management and investment advice tailored to client needs. | At least 5+ years of experience as a Financial Advisor, with a portable practice and a minimum of $1MM in production, holding FINRA Series 7 & 66. | Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona • *To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend • *To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) • *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:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor’s degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial • *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, 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. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. • *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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. 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 Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona • *To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend • *To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) • *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:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let’s connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs + Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies + Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Source prospective clients and capitalize on referrals + Deliver customized solutions and the full resources of Bank of America Merrill + Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years’ experience + Established and portable practice with a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor’s degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and new client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal + Highly entrepreneurial • *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, 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. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. • *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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. 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.

Provides leadership and coordination during technology incidents, assessing impacts and ensuring remediation, while collaborating with various teams and senior leaders. | Requires 2+ years in business continuity, project management, operations, or IT resilience, with strong communication, analytical, and relationship-building skills. | Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! LOB Job Description: This role is part of a team of the Consumer Business Continuity Response Consultants who focus on evaluating and consulting on technology business continuity incidents to determine impact to the client and the business. Daily collaboration with technology partners and teammates to assess impacts to clients. Act as lead facilitator during triage for issues affecting consumer and small business clients, and ensure remediation to make clients whole when needed. Exercises independent judgment in directing actions to achieve results. This is a great opportunity to join an exciting space and fulfilling role that is ensuring expedited response to clients impacts during technology events. This role provides direct engagement with senior leadership across the enterprise, providing executive visibility. Responsibilities: Provides leadership and coordination on technology events impacting clients as well as expert level consulting on business continuity topics. Work closely and collaboratively with technology teams, as well as legal, risk and marketing partners to assess and respond to incidents requiring action, complete deliverables and adhere to process with consistency and quality May surface issues affecting corporate recoverability across organizational boundaries and influence appropriate risk decisions. Serves as a spokesperson with other technology or business groups and as a primary contact with key Line of Business. Provides business continuity subject matter consulting support in audit, risk and regulatory matters, as needed. Facilitates cross-functional activities, initiatives, and discussion groups to ensure end to end recoverability. Interact with senior leaders and engage/influence business partners across the defined portfolio Implements, monitors, and adapts to changes in procedures for the effective response to incidents and the continuance of critical business services Establish and drive collaborative team environment and has ability to establish and grow strong relationships Required Qualifications: 2+ years of experience in strategic business continuity planning, project management, operations, communications and/or information technology resilience Working familiarity with incident management and remediation Ability to build strong relationships with business function owners and become trusted advisor on resiliency and business continuity topics Ability to work independently with a bias for action Ability to analyze end to end processes and provide recommendations for improvement Capability to learn fast and demonstrate critical thinking Demonstrated problem solving, strong follow up skills and ability to escalate and gain resolution as needed Strong communication skills(verbal, written and active listening) and executive presence Ability to prioritize competing demands and proactively complete work Proficient with Microsoft Office suite of applications including Word, Excel, PowerPoint Strong analytical capability to drive root cause analysis and demonstrates attention to detail Must be flexible with schedule and shift (including weekends and holidays) Desired Qualifications: BS/BA or 5+ years of relevant experience Broad and deep business and/or technical acumen Working familiarity with regulatory, audit, and/or compliance disciplines Knowledge of Business Continuity and related principles/standards Working knowledge of SharePoint and OneNote Enterprise Job Description: This job is responsible for consulting on corporate business continuity topics with clients. Key responsibilities include recommending and implementing solutions that protect the bank's assets and participating or leading business continuity initiatives and ongoing process activities (i.e., scenario analysis, plan development, testing, event management, and progress reporting/measurement). Job expectations include providing subject matter consulting support in audit and regulatory matters as needed. For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150) Pay and benefits information Pay range $76,600.00 - $103,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice

Develop and maintain analytics, automation tools, and APIs for front office treasury and trading desks, ensuring high performance and reliability. | Master's degree in a quantitative field, 3-5 years of coding and quantitative experience in financial services, proficiency in Python and SQL, and experience delivering production-quality tools. | Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Quantitative Finance Group at Bank of America develops and operates an analytical computing platform spanning multiple geographical locations and including thousands of Linux compute cores. The platform is used by Bank of America to manage a $900B fixed income portfolio and to assist with business strategy and ad-hoc financial decisions at the highest levels of the Bank. We are seeking a quantitative strategist/developer to join the front office Treasury Desk Strats team. The individual must be a self-starter and will be responsible for the development and maintenance of analytics and automation tools for the CIO (Chief Investment Office)/Treasury trading desks and the various groups in Corporate Treasury across all asset classes. The individual should have a passion for writing user-friendly APIs and maintain discipline in working towards the best technical solution/architecture by balancing tactical and strategic implementations according to the context and business needs. Responsibilities: Participate in design and delivery of analytics, automation, and APIs for the CIO/Treasury trading desks and partner LOBs. Architect robust, end‑to‑end production pipelines with minimal maintenance, strong observability, testing, and documentation to meet stringent front‑office SLAs. Monitor daily runs, triage incidents, and make rapid, well‑reasoned decisions to restore service and prevent recurrences. Partner with the front office, middle office, and technology teams to help identify and solve time-sensitive issues that might arise in the trade booking process Build self‑service tools and user‑friendly APIs enabling LOBs to create processes, data workflows, dashboards, and web reports Deliver fast, high‑quality releases; enforce code reviews, standards, and automated testing; continuously optimize performance, reliability, and cost on Linux compute clusters. Cultivate creativity, rapid prototyping, and pragmatic engineering; prioritize tasks and communicate progress to teammates, stakeholders and leadership. Required Qualifications: Master’s Degree in a quantitative field 3-5 years demonstrating outstanding coding and/or quantitative skills in financial services or related treasury field Advanced coding and debugging skills in Python and SQL with the ability to write clear, concise, well-structured and maintainable code using object-oriented and functional programming concepts. Additional expertise in VBA and/or Perl would be a plus. Solid track record of delivering production quality tools to front office trading desks with an emphasis on speed to market Effective verbal and written communication skills to facilitate collaboration across various business partners to develop, simplify and optimize process flow Ability to manage multiple priorities with minimal supervision Strong attention to detail Desired Qualifications: Practical understanding of financial instruments spanning multiple asset classes especially mortgages, sovereign bonds and their hedging derivatives The ability to work alone with minimal supervision or collaboratively within a team depending on the project Strong troubleshooting and analytical skills Strong desire to learn/develop/support service-oriented architectures and modern web technologies (client and/or server) Experience with parallel/distributed computing Experience with UNIX/LINUX, Git, Web technologies, KDB, AMPS Skills: Critical Thinking Quantitative Development Technical Documentation Adaptability Collaboration Problem Solving Process Performance Measurement Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice

Supporting and coordinating responses to business disruptions, developing business continuity processes, and serving as a primary contact for business continuity topics. | Experience in risk management, strong communication skills, ability to work independently and in teams, and familiarity with business continuity concepts. | Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! LOB Job Description: Focus on Consumer Business Continuity which includes supporting the financial centers, contact centers and administrative functions. Responding to events and coordinating the response to return the business to normal operations leveraging the business continuity plans and response playbooks. Focus on Business Continuity which includes supporting the financial centers, contact centers and administrative functions. Responding to events and coordinating the response to return the business to normal operations leveraging the business continuity plans and response playbooks. Response activities can include property damage, large scale natural / physical disasters and reputational issues. Manage multiple events simultaneously. Partner with multiple lines of business across the enterprise to drive resolution to business disruptions. Partner with financial center and ATM to recover locations experiencing network outages. Develop business processes to ensure preparedness for major events. Provides leadership and coordination on events impacting clients as well as expert level consulting on business continuity topics. Serves as a spokesperson with business groups and as a primary contact with key Line of Business. Facilitates cross-functional activities, initiatives, and discussion groups to ensure end to end recoverability Ensures collaboration and partnership with all partners. Responsibilities: Response activities can include property damage, large scale natural / physical disasters and reputational issues. Manage multiple events simultaneously Partner with multiple lines of business across the enterprise to drive resolution to business disruptions Partner with financial center and ATM to recover locations experiencing network outages Develop business processes to ensure preparedness for major events Provides leadership and coordination on events impacting clients as well as expert level consulting on business continuity topics. Serves as a spokesperson with business groups and as a primary contact with key Line of Business. Facilitates cross-functional activities, initiatives, and discussion groups to ensure end to end recoverability. Ensures collaboration and partnership with all partners. Conducts current-state risk-based assessments to develop business continuity management strategies and monitors the effectiveness following the implementation of the plan Identifies, validates, and escalates gaps in business continuity readiness to senior management and second line partners This role requires on call for a week at a time, approx. every 6 weeks from 8am-8pm / 7 days per week, and 24 hour support via the toll-free number. Required Qualifications: Strong risk awareness Works independently and as part of a team to achieve objectives Strategic thinker with problem-solving skills Excellent written and verbal communication skills Contribute to create a positive team culture within a diverse workforce Strong understanding of Consumer & Small Business, and how the organization works together Demonstrated ability to work in a fast-paced environment; often with a high degree of ambiguity and prioritizing multiple tasks Desired Qualifications: Contact Center / Financial Center experiences Skills: Active Listening Adaptability Attention to Detail Critical Thinking Data Collection and Entry Collaboration Continuous Improvement Issue Management Record Keeping Written and Verbal Communications Business Continuity Management Data Management Data and Trend Analysis Policies, Procedures, and Guidelines Management Process Simplification Enterprise Description: This job is responsible for consulting on corporate business continuity topics with clients. Key responsibilities include recommending and implementing solutions that protect the bank's assets and participating or leading business continuity initiatives and ongoing process activities (i.e., scenario analysis, plan development, testing, event management, and progress reporting/measurement). Job expectations include providing subject matter consulting support in audit and regulatory matters as needed For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Glendale - 611 N Brand Blvd - Glendale Center (CA7504), US - CA - Westlake Village - 31303 Agoura Rd - 31303 Agoura Road (CA6917), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1100 American Blvd - Princeton Place At Hopewell Bldg. 1 (NJ2110), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544) Pay and benefits information Pay range $76,600.00 - $103,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice

Assist clients with financial solutions, obtain necessary licenses, and build client relationships in a banking environment. | Must obtain securities licenses, have sales or client relationship experience, and demonstrate self-discipline and adaptability. | Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law. We’ll help you: • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. • Get training and one-on-one coaching from Academy managers who are invested in your success. • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications • Aptitude in obtaining required industry licenses. • Must be self-disciplined in managing time and capacity. • Experience in cultivating client relationships, accessing needs and recommending solutions. • Success creating strong peer relationships through effective communication and collaboration. • Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment. • Executes multiple tasks simultaneously. • Learns and adapts to new technology or applications. Desired Qualifications • Currently holds FINRA Securities Industry Essentials (SIE) • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Skills • Client Experience Branding • Client Solutions Advisory • Investment Management • Pipeline Management • Referral Management • Client Management • Customer and Client Focus • Portfolio Management • Prospecting • Referral Identification • Business Acumen • Executive Presence • Oral Communications • Risk Management Weekly Schedule: Monday thru Friday, with rotating Saturdays required Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - 1 Penn Plz - One Penn Plaza (NY5154) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Manage and oversee administrative functions for a large department, including financial, personnel, compliance, and process improvements, while communicating strategic initiatives to senior management. | Extensive experience in financial services or risk management, strategic communication skills, proficiency in PowerPoint and data visualization tools, and understanding of AML concepts and regulatory frameworks. | Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices. Generally has full management responsibility over a relatively large team and may manage one or more levels of managers. Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities. The Business Support Manager II on the AML Strategy & Enablement team will design and deliver compelling, data-driven presentation materials that articulate the strategic vision, performance, and regulatory posture of our Anti-Money Laundering (AML) program. Responsibilities: Transform complex data and compliance narratives into clear, persuasive stories for senior executive management and regulatory audiences Act as a trusted partner for AML Craft messaging frameworks for key organizational priorities, ensures consistency and professionalism in all content Leads efforts to simplify complex concepts for diverse audiences Required Qualifications: 5+ years in financial services, compliance, or risk management with a focus on executive communications or strategic reporting Proven ability to design and structure executive presentations that tell a clear, compelling story; experience building frameworks and templates for strategic decks Advanced expertise in PowerPoint and visual storytelling techniques, including layout, design principles, and data visualization Advanced proficiency in data visualization tools (e.g., Tableau and Power BI) Strong understanding of AML concepts, regulatory frameworks, and risk management principles; ability to stay current on AML regulatory developments and industry best practices Ability to translate analytics and business insights into narratives that resonate with senior leadership Strong strategic thinking, problem-solving, and adaptability to shifting priorities and regulatory changes Exceptional written and verbal communication skills with a focus on persuasive storytelling; ability to manage sensitive information with discretion Excellent organizational and time management skills; self-starter with high energy and attention to detail, able to work with minimal supervision Desired Qualifications: Bachelor’s degree in communications, Business, Finance, Data Analytics, or related field Experience in executive communications, strategic messaging, or content development for leadership forums Familiarity with visual design best practices and tools beyond PowerPoint Experience with OCC, Federal Reserve, and other regulatory expectations Ability to coach stakeholders on effective storytelling and presentation delivery Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational levels Expertise in executive reporting or board-level communications Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice

Providing customer service and account management in a call center environment, resolving client inquiries, and ensuring compliance with policies. | High school diploma or GED, minimum one year of experience in verbal communication and customer service, ability to handle sensitive information, and strong organizational skills. | 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. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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 providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy. Responsibilities: • Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information • Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service • Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk • Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients • Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access Required Qualifications: • Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence • Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information • Strong analytical ability and organizational skills • Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients • Proven ability to handle professionally and tactfully confrontational and/or stressful interactions and ability to de-escalate difficult client situations • Able to prioritize issues and handle several sensitive processes at once in a timely fashion • Must be able to work independently with minimal supervision, excellent decision-making skills, work for accuracy and must be able to meet deadlines • Ability to resolve problems and prevent client dissatisfaction • Handling escalated clients and demonstrates the ability to de-escalate when possible • Ability to manage/direct multiple functions effectively while delivering results • Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing environment • Ability to handle confidential matters and sensitive information in a responsible manner Desired Qualifications: • Currently holds or is pursuing a Bachelor's Degree • Experience in a call center and/or a financial/banking center • Client service experience​ Skills: • Account Management • Customer and Client Focus • Issue Management • Oral Communications • Active Listening • Adaptability • Problem Solving • Risk Management • Attention to Detail • Business Acumen • Valuation Ethics and Practice Standards Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 2nd shift (United States of America) Hours Per Week: 40

Manage and deepen relationships with small business clients by providing financial solutions, prospecting new clients, and collaborating with internal partners to drive business growth. | Requires proven consultative sales success in financial services or B2B sales, ability to interpret financial statements, strong communication and leadership skills, and knowledge of small business financial products. | Business Banking Relationship Manager (Small Business) Kansas City, Missouri;Springfield, Missouri • *To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend • *To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Business-Banking-Relationship-Manager--Small-Business-\_25036322) • *Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! • *Job Description:** This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. • *Responsibilities:** + Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk + Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews + Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time + Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities + Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals + Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment + Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture • *Required Qualifications** **:** + Has proven success in consultative sales in financial services or in business-to-business sales + Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers + Is passionate about outside sales and enjoys spending time prospecting + Wants to enhance existing relationships and exceed sales goals + Can analyze financial conditions of clients and industry trends + Can understand and interpret financial statements and cash flow analysis + Has excellent communication skills and demonstrated leadership ability + Enjoys partnering and negotiating with a team of bank employees to solve client issues + Demonstrated management of a client portfolio with focus on relationship development and deepening + Thorough knowledge of small business financial products and services + Familiarity with CRM platforms and other banking systems • *Desired Qualifications:** + Community leadership + Strong computer skills with an ability to multitask in a demanding environment + Undergraduate degree in business, finance or economics preferred or seven years relevant work experience • *Skills:** + Client Experience Branding + Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Credit Documentation Requirements + Financial Analysis + Oral Communications + Prioritization + Written Communications + Coaching + Interpret Relevant Laws, Rules, and Regulations + Prospecting + Risk Management • *Minimum Education Requirement:** High School Diploma/GED or equivalent work experience • *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, 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. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. • *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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. 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. Business Banking Relationship Manager (Small Business) Kansas City, Missouri;Springfield, Missouri • *To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend • *To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Business-Banking-Relationship-Manager--Small-Business-\_25036322) • *Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! • *Job Description:** This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines. • *Responsibilities:** + Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk + Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews + Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time + Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities + Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals + Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment + Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture • *Required Qualifications** **:** + Has proven success in consultative sales in financial services or in business-to-business sales + Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers + Is passionate about outside sales and enjoys spending time prospecting + Wants to enhance existing relationships and exceed sales goals + Can analyze financial conditions of clients and industry trends + Can understand and interpret financial statements and cash flow analysis + Has excellent communication skills and demonstrated leadership ability + Enjoys partnering and negotiating with a team of bank employees to solve client issues + Demonstrated management of a client portfolio with focus on relationship development and deepening + Thorough knowledge of small business financial products and services + Familiarity with CRM platforms and other banking systems • *Desired Qualifications:** + Community leadership + Strong computer skills with an ability to multitask in a demanding environment + Undergraduate degree in business, finance or economics preferred or seven years relevant work experience • *Skills:** + Client Experience Branding + Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Credit Documentation Requirements + Financial Analysis + Oral Communications + Prioritization + Written Communications + Coaching + Interpret Relevant Laws, Rules, and Regulations + Prospecting + Risk Management • *Minimum Education Requirement:** High School Diploma/GED or equivalent work experience • *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, 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. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. • *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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. 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.

Perform day-to-day operations processing, meet deadlines, provide guidance to team members, assist internal partners, and maintain operational controls. | Requires 10-key data entry experience, strong organizational skills, proficiency in Microsoft Office, excellent communication, and ability to meet deadlines in a check operations environment. | Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for handling day-to-day Operations processes and working towards deadlines. Key responsibilities include completing all workflows, providing guidance to other team members, assisting internal business partners, and providing functional expertise. Job expectations include performing routine and various item processing functions under moderate supervision within a process that has built-in checks and balances. Line of Business Job Description: This job is responsible for handling day-to-day Operations processes and working towards deadlines. Key responsibilities include completing all workflows, providing guidance to other team members, assisting internal business partners, and providing functional expertise. Job expectations include performing routine and various item processing functions under moderate supervision within a process that has built-in checks and balances. Schedule: Monday – Friday | 6:00 pm to 2:30 am EST Responsibilities: Contributes to overall success of an Operations team as an individual contributor Handles operational activities and queries for either single or multiple Lines of Business across the enterprise Adheres to deadlines set internally within the business unit or those in agreed Service Level Agreements with internal or external business partners Provides functional expertise knowledge to projects or initiatives relating to the business unit Maintains internal operational and financial controls and works within the risk appetite of the business unit Continues to review processes to ensure they are efficient and implements process improvement opportunities Required Qualifications: 10 Key data entry experience Check Operations Environment Highly organized with strong attention to detail and accuracy Strong typing proficiency Excellent time management and prioritization skills, with ability to meet deadlines Strong operational business acumen Self-starter/Self- Motivator Exhibit excellent verbal, written communication, and interpersonal skills Demonstrate the ability to multi-task, strong attention to detail Microsoft Office proficient Flexible to work on holidays Skills: Active Listening Adaptability Attention to Detail Collaboration Data Collection and Entry Critical Thinking Customer and Client Focus Oral Communications Planning Reporting Account Management Conflict Management Decision Making Inclusive Leadership Process Management For internal employees: participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 2nd shift (United States of America) Hours Per Week: 40 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At 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! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

Managing large projects, coordinating with stakeholders, and overseeing project lifecycle from initiation to implementation. | Minimum of 5 years in project/program management, proficiency with MS Office and project management tools, strong communication skills, and experience in operations or financial services. | Job Description: About Us At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing large projects for an operations department or Line of Business. Key responsibilities include directing the research of existing operations, procedures, workflow, product, and service requirements and managing the analysis of assembled data to define problems, including cost/benefit analysis and scope of the project. Job expectations include overseeing end-to-end project status, project health, mitigation, and timely escalation and working directly with senior management to set and maintain strategic project direction. We have an exciting opportunity for a Senior Operations Project Manager to join our Global AML and Onboarding Operations (GAOO) Change & Transformation team. The Senior Operations Project Manager will manage material change initiatives that impact Global Banking & Global Markets AML Refresh & AML Onboarding Operations. The position will be accountable for the management of the project life cycle, from initiation through implementation. Responsibilities: Determines testing methods needed for assigned projects, educates resources, partners with all testing teams engaged, and analyzes reporting and assembled data to define problems Manages and directs project parameters, costs, project testing execution, resource allocation, and cost/benefit analysis Partners with operations management on creating project impact and providing direction and guidance to internal teams Coordinates development of key project deliverables in partnership with various key internal and external business partners Manages and leads the execution of multiple and often competing priorities to meet deadlines and adhere with policies and procedures Establishes project status routines and tracks critical path deadlines and overall business measures for success Oversees defect resolution and roadblock clearing efforts to enable successful completion of testing Manages key project routines (such as working groups) and artefacts (such as delivery plan, risk & issue log) Coordinates and directs the work efforts functionally aligned to the project Adheres to Bank of America's Global Change Standards and follows the delivery framework established by the overarching Program of work Represents the health and status of the project to the change executive and senior stakeholders Partners with sponsors to support and maintain momentum of project delivery Ensures stakeholder engagement and keeps them informed of progress Identifies, manages and escalates project risks & issues Manages project scope and timeline Communicates, influences, and negotiates both vertically and horizontally to leverage necessary resources Drives change governance and change control Ensures clearly defined responsibilities and accountabilities for key project roles Chairs working groups and other forums as required Required Qualifications: 5+ years of project/program management experience Excellent project management skills, including the ability to prioritize work and meet deadlines Knowledge of structured project management methods Competent with MS products: Word, Excel, PowerPoint, Project, and Visio Excellent verbal and communications skills. Provide clear, concise direction to the broader team while delivering comprehensive status to senior executives or project champions Strong presentation development skills Ability to identify and propose the tasks & deliverables that will be necessary to achieve the desired outcome Strong business centric mindset with ability to utilize sound business judgment and tailor approach to drive optimal business outcomes Ability to manage and communicate with stakeholders Requires an in-depth knowledge of the bank and overall operations environment Ability to challenge and influence stakeholders at senior levels Ability to lead cross-functional workgroups and champion initiatives Desired Qualifications: Experience in Global Operations and/or AML processes Creativity – able to look at a problem from a new perspective and to develop new ideas and solutions Commitment to challenging the status quo and promoting positive change Experience working in a global environment Skills: Attention to Detail Critical Thinking Customer and Client Focus Prioritization Risk Management Active Listening Coaching Collaboration Performance Management Planning Business Case Review Change Management Conflict Management Process Mapping Project Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range $121,400.00 - $155,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice

Perform transaction processing, reconciliation, and support trade operations to ensure accuracy and compliance. | Requires 2+ years in broker dealer operations, analytical skills, and experience with transaction processing and quality assurance. | Managed Account Trading Operations Analyst Dallas, Texas;Addison, Texas • *To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend • *To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Managed-Account-Trading-Operations-Analyst\_25045203) • *Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! • *Job Description:** This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. • *Responsibilities:** + Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures + Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service + Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions + Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units • *Skills:** + Attention to Detail + Customer and Client Focus + Oral Communications + Prioritization + Problem Solving + Account Management + Analytical Thinking + Coaching + Written Communications + Mentoring + Research + Result Orientation • *LOB Job Description:** As a Managed Account Trading Operations Analyst, the individual will be responsible for monitoring workflow and ensuring daily team deadlines are achieved for trade execution, booking client allocations and completing voluntary corporate action elections for client accounts managed Investment Managers. All processes associated with the team workflow are performed within a robust control environment and the Analyst will ensure trades that are executed by Investment Managers are booked timely and accurately to client accounts while identifying and eliminating risks by proactively monitoring workflow, serving as quality assurance and escalating issues as appropriate while engaging the right leaders and partners. • *What you'll do:** + Ensure trades that are executed by Financial Advisors (FAs) / Investment Managers are booked timely and accurately to client accounts + Eliminate risks by proactively monitoring workflow, serving as quality control and escalating issues as appropriate while engaging the right leaders and partners + Serve as or assist the trade allocation subject matter expert to problem-solve complex/escalated issues and provide training and support to the processors + Pull reports, analyze data and place data in a usable format for dialogue and decision-making including daily statistics and metrics for Single Process Inventory + Document and summarize team issues in a logical easy to read manner + Support quality assurance routines as needed depending on volumes.​ • *Required Skills:** + Minimum two years of experience working in broker dealer operations with knowledge of common operational issues, controls and quality assurance (QA) + Prior experience serving as lead in an operational environment or currently working as a consistently high performing GWIM Service Operations Representative + Must be able to give clear effective examples of past successes in teamwork, use of analytical skills, time and organizational self-management, flexibility to a changing environment and ability to work in a fast paced deadline-driven environment. + Intermediate experience with Microsoft Word and Excel to include formulas, running saved macros and pivot tables + Proven experience with presenting and writing information clearly, concisely and grammatically correct + Demonstrated experience with effectively reviewing documents/information and quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions + Self-motivated, proactive and able work with minimal supervision • *Desired Skills:** + Prior trade support experience + Series 7 license + Experience with Managed Products _This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._ • *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, 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. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. • *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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. 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. Managed Account Trading Operations Analyst Dallas, Texas;Addison, Texas • *To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend • *To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Managed-Account-Trading-Operations-Analyst\_25045203) • *Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! • *Job Description:** This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. • *Responsibilities:** + Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures + Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service + Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions + Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units • *Skills:** + Attention to Detail + Customer and Client Focus + Oral Communications + Prioritization + Problem Solving + Account Management + Analytical Thinking + Coaching + Written Communications + Mentoring + Research + Result Orientation • *LOB Job Description:** As a Managed Account Trading Operations Analyst, the individual will be responsible for monitoring workflow and ensuring daily team deadlines are achieved for trade execution, booking client allocations and completing voluntary corporate action elections for client accounts managed Investment Managers. All processes associated with the team workflow are performed within a robust control environment and the Analyst will ensure trades that are executed by Investment Managers are booked timely and accurately to client accounts while identifying and eliminating risks by proactively monitoring workflow, serving as quality assurance and escalating issues as appropriate while engaging the right leaders and partners. • *What you'll do:** + Ensure trades that are executed by Financial Advisors (FAs) / Investment Managers are booked timely and accurately to client accounts + Eliminate risks by proactively monitoring workflow, serving as quality control and escalating issues as appropriate while engaging the right leaders and partners + Serve as or assist the trade allocation subject matter expert to problem-solve complex/escalated issues and provide training and support to the processors + Pull reports, analyze data and place data in a usable format for dialogue and decision-making including daily statistics and metrics for Single Process Inventory + Document and summarize team issues in a logical easy to read manner + Support quality assurance routines as needed depending on volumes.​ • *Required Skills:** + Minimum two years of experience working in broker dealer operations with knowledge of common operational issues, controls and quality assurance (QA) + Prior experience serving as lead in an operational environment or currently working as a consistently high performing GWIM Service Operations Representative + Must be able to give clear effective examples of past successes in teamwork, use of analytical skills, time and organizational self-management, flexibility to a changing environment and ability to work in a fast paced deadline-driven environment. + Intermediate experience with Microsoft Word and Excel to include formulas, running saved macros and pivot tables + Proven experience with presenting and writing information clearly, concisely and grammatically correct + Demonstrated experience with effectively reviewing documents/information and quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions + Self-motivated, proactive and able work with minimal supervision • *Desired Skills:** + Prior trade support experience + Series 7 license + Experience with Managed Products _This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._ • *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, 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. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. • *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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. 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.

Provide exceptional customer service in an inbound call center by handling client inquiries, account maintenance, and issue resolution while adhering to policies and demonstrating empathy. | Minimum one year experience delivering complex information verbally with empathy, high school diploma or equivalent, reliable attendance, and ability to learn digital banking technology. | 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. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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. Job Description: This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy. * 2nd and 3rd shifts available : Monday through Sunday : 9:00 pm EST through 8:00 am EST flexibility Responsibilities: Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access Required Qualifications: Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence 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 Can learn and understand technology to assist clients with the latest in Digital and Digital banking Skills: Account Management Customer and Client Focus Issue Management Oral Communications Active Listening Adaptability Problem Solving Risk Management Attention to Detail Business Acumen Valuation Ethics and Practice Standards Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 2nd shift (United States of America) Hours Per Week: 40 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At 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! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

Analyze and improve client trading processes, resolve complex queries, and test new platform functionalities. | Minimum 5 years in trading-related query resolution, trade reconciliation, process improvement, and platform testing, with a relevant degree. | Vice President; Operations Lead Chicago, Illinois • *To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend • *To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Vice-President--Operations-Lead\_25047481) • *Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! • *Responsibilities** + Collaborate with others in the organization to ensure successful implementation of chosen problem solutions. + Analyze information obtained from management to conceptualize and define operational problems. + Prepare management reports defining and evaluating problems and recommending solutions. + Observe the current system in operation, and gather and analyze information about each of the component problems, using a variety of sources. + Track all client visits/meetings and ensure all client successes are logged for weekly reporting. + Drive proactive client communications through regular meetings, broker reviews, and calls. + Track and drive resolution (both strategic and tactical where necessary) of client requests. + Work with clients to educate on the firm’s self-service tools and industry solutions. + Analyze effort and support across teams by individual client. + Coordinate and chair internal stakeholder meetings around client updates. + Analyze complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering. + Review and assess trade allocations, collateral movements and reconciliation of positions to facilitate workflow. + Improve clients’ processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows. + Test implemented SAP solutions, including unit testing, integration testing and user acceptance test. + Work with GMI books and records platform and testing new functionality. + Remote work may be permitted within a commutable distance from the worksite. • *Required Skills & Experience** + Bachelor's degree or equivalent in Operations Research, Mathematics, Economics, Finance, or related: and + 5 years of progressively responsible experience in the job offered or a related Quantitative occupation. + Must include 5 years of experience in each of the following: + Analyzing complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering; + Reviewing and assessing trade allocations, collateral movements and reconciliation of positions to facilitate workflow; + Improving clients’ processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows; and, + Working with books and records platform and testing new functionality. + In the alternative, the employer will accept a Master's degree and 3 years of experience. If interested apply online at www.bankofamerica.com/careers or email your resume to bofajobs@bofa.com and reference the job title of the role and requisition number. • *EMPLOYER:** BofA Securities, Inc. • *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, 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. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. • *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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. 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. Vice President; Operations Lead Chicago, Illinois • *To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend • *To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Vice-President--Operations-Lead\_25047481) • *Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! • *Responsibilities** + Collaborate with others in the organization to ensure successful implementation of chosen problem solutions. + Analyze information obtained from management to conceptualize and define operational problems. + Prepare management reports defining and evaluating problems and recommending solutions. + Observe the current system in operation, and gather and analyze information about each of the component problems, using a variety of sources. + Track all client visits/meetings and ensure all client successes are logged for weekly reporting. + Drive proactive client communications through regular meetings, broker reviews, and calls. + Track and drive resolution (both strategic and tactical where necessary) of client requests. + Work with clients to educate on the firm’s self-service tools and industry solutions. + Analyze effort and support across teams by individual client. + Coordinate and chair internal stakeholder meetings around client updates. + Analyze complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering. + Review and assess trade allocations, collateral movements and reconciliation of positions to facilitate workflow. + Improve clients’ processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows. + Test implemented SAP solutions, including unit testing, integration testing and user acceptance test. + Work with GMI books and records platform and testing new functionality. + Remote work may be permitted within a commutable distance from the worksite. • *Required Skills & Experience** + Bachelor's degree or equivalent in Operations Research, Mathematics, Economics, Finance, or related: and + 5 years of progressively responsible experience in the job offered or a related Quantitative occupation. + Must include 5 years of experience in each of the following: + Analyzing complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering; + Reviewing and assessing trade allocations, collateral movements and reconciliation of positions to facilitate workflow; + Improving clients’ processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows; and, + Working with books and records platform and testing new functionality. + In the alternative, the employer will accept a Master's degree and 3 years of experience. If interested apply online at www.bankofamerica.com/careers or email your resume to bofajobs@bofa.com and reference the job title of the role and requisition number. • *EMPLOYER:** BofA Securities, Inc. • *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, 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. View your **"Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "** poster. • *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. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. 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.

Supporting client due diligence, maintaining data accuracy, and enhancing processes within financial services. | Requires 2+ years in financial services, AML/KYC experience, strong communication, and data management skills. | Job Description: At 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 providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. Anti-Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. Responsibilities: • Maintains accuracy of client portfolio using internal and external comparison tools • Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling • Explores methods to enhance processes, further reduce risks, and boost client experience • Partners with colleagues on the trade and sales support teams, as well as external agents • Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting • Escalates potential risks and exposures to manager in a timely manner • Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions • Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines • Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client. • Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements • Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met • Ensure all jurisdictional regulatory requirements related to KYC are adhered to • Support business with KYC related queries and requests • Participate in remediation, internal/external Audits (where applicable) Required Qualifications: • Two or more years of financial services experience • Excellent verbal and written communications skills • Documented experience performing in a process-oriented production environment that changes periodically • Familiar with MS Office Suite (Excel/Word/Outlook/Access) • Work in a team environment • Organize work, prioritize tasks and handle multiple assignments simultaneously • Successfully meet tight deadlines while ensuring data accuracy and integrity • Work and execute with minimal supervision or remote management Desired Qualifications: • Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) experience Preferred Technical Skills • Credible Challenge • Enhanced Due Diligence • Financial Crimes Risk Programs • Issues Management & Resolution • Line of Business (LoB) Products, Services & Acumen • Regulatory Knowledge • Risk Control & Mitigation • Risk Governance & Reporting • Risk Monitoring & Testing • Data Quality Management Skills: • Data Collection and Entry • Recording/Organizing Information • Attention to Detail • Critical Thinking • Research • Fraud Management • Risk Management • Interpret Relevant Laws, Rules, and Regulations • Quality Assurance • Problem Solving • Adaptability • Customer and Client Focus • Prioritization • Result Orientation • Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40