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Merrill Market Client Relationship Manager at Bank of America

The Woodlands, Texas, United States - Full Time

Skills Needed
Client Management, Risk Management, Customer Service Management, Leadership Development, Performance Management, Process Performance Management, Referral Management, Workforce Planning, Due Diligence, Internal Audit Review, Employee Counseling, Succession Planning, Trade Operations Management, Trend Analysis, Investment Product Knowledge, Communication Skills, Management Skills

Specialization
Candidates must hold relevant licenses such as SIE, Series 7, and Series 66, along with a minimum of 5 years of professional experience. Previous experience with Merrill Wealth Management is strongly preferred, along with expertise in regulatory requirements and investment products.

Experience Required
Minimum 5 year(s)

Teller (Part Time) - Hearne at PROSPERITY BANK

Hearne, Texas, United States - Full Time

Skills Needed
Customer Service, Cash Handling, Mathematics, Communication, Typing, Bank Operations, Problem Solving, Attention To Detail, Professional Appearance, Sales, Compliance, Record Keeping, Teamwork, Privacy Management, Time Management, Technical Skills

Specialization
A high school diploma or equivalent is required, along with at least one year of cash handling experience. Good communication and math skills are essential for this role.

Doradczyni/Doradca firm at PKO Bank Polski

Zielona Góra, Lubusz Voivodeship, Poland - Full Time

Skills Needed
Economics Knowledge, Banking Knowledge, Sales Experience, Institutional Client Service, Analytical Skills, Financial Data Analysis, Local Market Knowledge, Sales Techniques

Specialization
Candidates should have knowledge in economics and banking, along with experience in sales or institutional client service. A relevant degree and a valid driver's license are also required.

Experience Required
Minimum 2 year(s)

Banking Center Manager (Full Time) - Austin, Research Blvd at PROSPERITY BANK

Austin, Texas, United States - Full Time

Skills Needed
Leadership, Supervisory Skills, Customer Service, Cash Control, Bank Policies, Training, Sales Goals, Communication, Problem Solving, Attention To Detail, Organizational Skills, Interpersonal Skills, Regulatory Compliance, Performance Appraisal, Team Management, Operational Efficiency

Specialization
Candidates should have a minimum of three years of experience in a financial institution, including at least two years in a supervisory role. An associate degree in business or a related field is preferred, along with strong interpersonal and leadership skills.

Experience Required
Minimum 2 year(s)

Relationship Banker - Charlotte South Market - Rock Hill, SC at Bank of America

Fort Mill, South Carolina, United States - Full Time

Skills Needed
Adaptability, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions, Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification

Specialization
Candidates should be enthusiastic self-starters with a strong work ethic and the ability to collaborate effectively. Experience in financial services, sales, and cash handling is preferred, along with strong communication and problem-solving skills.

Teller (Part Time) - Camp Wisdom at PROSPERITY BANK

Dallas, Texas, United States - Full Time

Skills Needed
Customer Service, Cash Handling, Communication Skills, Math Skills, Typing Skills, Attention To Detail, Problem Solving, Professional Appearance, Bank Operations, Sales Skills, Time Management, Teamwork, Privacy Maintenance, Report Accuracy, Training Assistance, Discrepancy Resolution

Specialization
Candidates should have at least one year of cash handling experience, with previous teller experience preferred. A high school diploma or equivalent is required, along with good communication and math skills.

Internship - Florida CRE Lending at ConnectOne Bank

West Palm Beach, Florida, United States - Full Time

Skills Needed
Research, Data Capture, Financial Statement Analysis, Tax Return Spreading, Covenant Management, Networking, Community Service, Team Collaboration

Specialization
The internship is open to college students eager to learn about the banking field. Attendance is important, and the position requires full-time commitment during the summer.

Account Servicing Specialist - HYBRID SCHEDULE at University Bank

Ann Arbor, Michigan, United States - Full Time

Skills Needed
Customer Service, Loan Onboarding, Account Maintenance, Problem Resolution, Collection Calls, File Maintenance, System Maintenance, Collateral Release, Insurance Tracking, Online Banking Enrollment, Organizational Skills, Time Management, Analytical Skills, Accuracy, Dependability, Confidentiality

Specialization
Candidates must possess a High School diploma or equivalent and have previous banking or lending experience, along with experience in a call center and in-person customer service roles. Required abilities include excellent communication, organizational skills, accuracy, dependability, and the capacity to understand complex lending and core banking software.

Experience Required
Minimum 2 year(s)

Sr Product Manager II - Global Operations at Bank of America

Greensboro, North Carolina, United States - Full Time

Skills Needed
Strategic Planning, Product Management, Analytical Skills, Negotiation Skills, Project Management, Communication Skills, Presentation Skills, Collaboration, Continuous Improvement, Problem Solving, Strategic Thinking, Attention To Detail, Innovative Thinking, Market Analysis, Process Management, Reporting

Specialization
Candidates should have strong strategic planning and product management skills, along with at least 5 years of relevant experience. Outstanding communication and analytical skills are essential, as well as the ability to engage across functions and influence change.

Experience Required
Minimum 5 year(s)

Wire Transfer Specialist - Sugar Land or Richardson at PROSPERITY BANK

Sugar Land, Texas, United States - Full Time

Skills Needed
Wire Transfers, Fraud Detection, Customer Service, Recordkeeping, Problem Solving, Interpersonal Skills, Attention To Detail, Typing Skills, Computer Proficiency, Communication Skills, Mathematics Skills, Organizational Skills, Time Management, Basic Office Equipment Operation, Federal Reserve Procedures, Foreign Currency Processing

Specialization
Candidates should have one to two years of office experience and a high school diploma or equivalent, preferably with a focus on accounting and financial business courses. A general understanding of Federal Reserve procedures and familiarity with computer applications is also required.

Senior Banker - Downtown Lake Worth Financial Center at Bank of America

Lake Worth, Texas, United States - Full Time

Skills Needed
Active Listening, Business Acumen, Customer And Client Focus, Oral Communications, Problem Solving, Account Management, Client Experience, Branding, Client Management, Client Solutions, Advisory, Relationship Building, Business Development, Pipeline Management, Prospecting, Referral Identification, Referral Management

Specialization
Candidates must have a minimum of one year of demonstrated sales experience in a client-centric environment or relevant prior roles at Bank of America. Strong communication skills, problem-solving abilities, and a commitment to client service are essential.

Assistant Vice President; Quantitative Finance Analyst at Bank of America

Jersey City, New Jersey, United States - Full Time

Skills Needed
Quantitative Methods, Risk Management, Statistical Analysis, Python, Sql, R, Predictive Modeling, Machine Learning, Model Validation, Econometric Models, Stress Testing, Data Analysis, Model Documentation, Benchmarking, Sensitivity Analysis, Linear Regression

Specialization
Candidates must have a Master's degree in a relevant field and at least 2 years of experience in quantitative finance or a related occupation. Specific experience with analytical tools like Python, SQL, and R, as well as advanced quantitative techniques, is required.

Experience Required
Minimum 2 year(s)

Teller (Full Time) - Rockport at PROSPERITY BANK

Rockport, Texas, United States - Full Time

Skills Needed
Customer Service, Cash Handling, Mathematics, Communication, Attention To Detail, Problem Solving, Time Management, Teamwork, Sales, Compliance, Record Keeping, Training, Professionalism, Privacy, Technology Proficiency, Relationship Building

Specialization
A high school diploma or equivalent is required, along with at least one year of cash handling experience. Good communication skills and the ability to operate various business equipment are also necessary.

Financial Solutions Advisor - Participant Services (Series 7 and 66 require at Bank of America

Chandler, Arizona, United States - Full Time

Skills Needed
Client Management, Financial Planning, Investment Knowledge, Risk Management, Customer Focus, Oral Communications, Active Listening, Attention To Detail, Issue Management, Pipeline Management, Written Communications, Account Management, Advisory, Client Solutions, Branding, Causation Analysis

Specialization
Candidates must possess Series 7 and 66 licenses or equivalent, along with strong computer skills and a passion for exceeding client expectations. The role requires the ability to multitask in a fast-paced environment and apply complex technical material quickly.

Money Service Business (MSB) Specialist at Mainstreet Bank

Sterling, Virginia, United States - Full Time

Skills Needed
Bsa Compliance, Analytical Skills, Research Skills, Communication Skills, Detail Oriented, Multi Tasking, Msb Knowledge, Data Interpretation, Excel Proficiency, Fraud Investigation, Risk Analysis, Suspicious Activity Reporting, Customer Review, Onboarding Review, Regulatory Knowledge, Self Starter

Specialization
Candidates should have a bachelor's degree or equivalent experience, with at least three years in BSA compliance or banking. Familiarity with MSB operations and strong analytical skills are also required.

Experience Required
Minimum 2 year(s)

Teller (Part Time) - OKC, Memorial at PROSPERITY BANK

Oklahoma City, Oklahoma, United States - Full Time

Skills Needed
Customer Service, Cash Handling, Mathematics, Communication, Attention To Detail, Problem Solving, Time Management, Teamwork, Sales, Compliance, Record Keeping, Professionalism, Privacy, Training, Technology, Bank Operations

Specialization
Candidates should have at least one year of related experience or cash handling, with previous teller experience preferred. A high school diploma or equivalent is required, along with good communication and math skills.

Portfolio Manager- Agribusiness at MidWestOne Bank

Fairfield, Iowa, United States - Full Time

Skills Needed
Credit Analysis, Financial Data Collection, Risk Rating, Loan Monitoring, Financial Statement Review, Analytical Skills, Problem Solving Skills, Interpersonal Skills, Written Communication, Verbal Communication, Collaboration, Customer Service, Banking Products Knowledge, Regulatory Compliance, Project Management, Industry Analysis

Specialization
A Bachelor's degree is preferred along with 1-3 years of related experience or an equivalent combination of education and experience. Strong analytical skills and a thorough understanding of finance and accounting principles are essential.

Experience Required
Minimum 2 year(s)

BSA FIU Analyst II Lead (Full Time)-Amarillo, Plano, Sugar Land at PROSPERITY BANK

Amarillo, Texas, United States - Full Time

Skills Needed
Bsa, Aml, Ofac, Transaction Monitoring, Quality Assurance, Research, Analysis, Problem Solving, Communication, Documentation, Leadership, Training, Interpersonal Skills, Multi Tasking, Self Starter, Results Oriented

Specialization
Candidates should have a minimum of five years of BSA/AML-related banking experience, with CAMS certification being a plus. Knowledge of BSA, AML, and OFAC regulations is required, along with strong analytical and communication skills.

Experience Required
Minimum 5 year(s)

Financial Center Assistant Manager - Houston and Bowery Financial Center at Bank of America

New York, New York, United States - Full Time

Skills Needed
Coaching, Customer Service, Management, Client Focus, Performance Management, Talent Development, Business Operations, Recruiting, Result Orientation, Risk Management, Sales Performance, Inclusive Leadership, Leadership Development, Prioritization, Problem Solving, Referral Management

Specialization
Candidates should be enthusiastic self-starters with strong problem-solving skills and the ability to collaborate effectively. Experience in financial services and a commitment to client satisfaction are also important.

Experience Required
Minimum 2 year(s)

Financial Center Manager at Bank of America

Chicago, Illinois, United States - Full Time

Skills Needed
Customer Service Management, Performance Management, Coaching, Talent Development, Risk Management, Sales Performance Management, Business Operations Management, Recruiting, Problem Solving, Leadership Development, Inclusive Leadership

Specialization
Candidates should have at least 1 year of leadership experience and demonstrate strong customer service skills. They must be enthusiastic, motivated, and capable of managing complexity in a fast-paced environment.

Experience Required
Minimum 2 year(s)

Merrill Market Client Relationship Manager at Bank of America

The Woodlands, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Mar, 26

Salary

0.0

Posted On

08 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Management, Risk Management, Customer Service Management, Leadership Development, Performance Management, Process Performance Management, Referral Management, Workforce Planning, Due Diligence, Internal Audit Review, Employee Counseling, Succession Planning, Trade Operations Management, Trend Analysis, Investment Product Knowledge, Communication Skills, Management Skills

Industry

Banking

Description

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 leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor’s degree or equivalent work experience Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management 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

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Responsibilities

The Market Client Relationship Manager is responsible for leading the service delivery model and wealth management banking strategy in the market, ensuring superior client service. This role involves managing Wealth Management Client Associates and Operations staff while driving business growth and minimizing risks.

Merrill Market Client Relationship Manager at Bank of America

The Woodlands, Texas, United States - Full Time

Experience Required
Minimum 5 year(s)

Teller (Part Time) - Hearne at PROSPERITY BANK

Hearne, Texas, United States - Full Time

Specialization
A high school diploma or equivalent is required, along with at least one year of cash handling experience. Good communication and math skills are essential for this role.

Doradczyni/Doradca firm at PKO Bank Polski

Zielona Góra, Lubusz Voivodeship, Poland - Full Time

Skills Needed
Economics Knowledge, Banking Knowledge, Sales Experience, Institutional Client Service, Analytical Skills, Financial Data Analysis, Local Market Knowledge, Sales Techniques

Experience Required
Minimum 2 year(s)

Banking Center Manager (Full Time) - Austin, Research Blvd at PROSPERITY BANK

Austin, Texas, United States - Full Time

Experience Required
Minimum 2 year(s)

Relationship Banker - Charlotte South Market - Rock Hill, SC at Bank of America

Fort Mill, South Carolina, United States - Full Time

Teller (Part Time) - Camp Wisdom at PROSPERITY BANK

Dallas, Texas, United States - Full Time

Internship - Florida CRE Lending at ConnectOne Bank

West Palm Beach, Florida, United States - Full Time

Skills Needed
Research, Data Capture, Financial Statement Analysis, Tax Return Spreading, Covenant Management, Networking, Community Service, Team Collaboration

Specialization
The internship is open to college students eager to learn about the banking field. Attendance is important, and the position requires full-time commitment during the summer.

Account Servicing Specialist - HYBRID SCHEDULE at University Bank

Ann Arbor, Michigan, United States - Full Time

Experience Required
Minimum 2 year(s)

Sr Product Manager II - Global Operations at Bank of America

Greensboro, North Carolina, United States - Full Time

Experience Required
Minimum 5 year(s)

Wire Transfer Specialist - Sugar Land or Richardson at PROSPERITY BANK

Sugar Land, Texas, United States - Full Time

Senior Banker - Downtown Lake Worth Financial Center at Bank of America

Lake Worth, Texas, United States - Full Time

Assistant Vice President; Quantitative Finance Analyst at Bank of America

Jersey City, New Jersey, United States - Full Time

Experience Required
Minimum 2 year(s)

Teller (Full Time) - Rockport at PROSPERITY BANK

Rockport, Texas, United States - Full Time

Financial Solutions Advisor - Participant Services (Series 7 and 66 require at Bank of America

Chandler, Arizona, United States - Full Time

Money Service Business (MSB) Specialist at Mainstreet Bank

Sterling, Virginia, United States - Full Time

Experience Required
Minimum 2 year(s)

Teller (Part Time) - OKC, Memorial at PROSPERITY BANK

Oklahoma City, Oklahoma, United States - Full Time

Skills Needed
Customer Service, Cash Handling, Mathematics, Communication, Attention To Detail, Problem Solving, Time Management, Teamwork, Sales, Compliance, Record Keeping, Professionalism, Privacy, Training, Technology, Bank Operations

Portfolio Manager- Agribusiness at MidWestOne Bank

Fairfield, Iowa, United States - Full Time

Experience Required
Minimum 2 year(s)

BSA FIU Analyst II Lead (Full Time)-Amarillo, Plano, Sugar Land at PROSPERITY BANK

Amarillo, Texas, United States - Full Time

Experience Required
Minimum 5 year(s)

Financial Center Assistant Manager - Houston and Bowery Financial Center at Bank of America

New York, New York, United States - Full Time

Experience Required
Minimum 2 year(s)

Financial Center Manager at Bank of America

Chicago, Illinois, United States - Full Time

Experience Required
Minimum 2 year(s)