Bank of America

Financial Planning and Analysis

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations.
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
• Developing a book of business in order to meet and exceed established performance hurdles.
• Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences.
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning.
• Organizing and managing resources (time, people, budget) to run a productive practice.
• Completing mandated training, assessments, performance goals and continuing education requirements.

Financial Advisor – Merrill Advisor Development Program

Banker

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM • accurately and efficiently processing cash transactions for clients as needed • having deep conversations with clients to gain in-depth knowledge of the financial and life priorities • connecting clients to solutions that meet the financial goals • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities

Relationship Banker

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• accurately and efficiently processing cash transactions for clients as needed
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Advisor

• Providing specialized and personalized service offering advice and guidance to financial center clients
• Acquiring new and deepening existing client relationships
• Conducting client meetings and presenting customized solutions
• Effectively balancing sales performance, operational risk, and client relationship care
• Leveraging specialized expertise to assist clients with financial goals

Business Solutions Advisor

Bilingual

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals
• Executing the bank's risk culture and strives for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Growing business knowledge and network by partnering with experts in small business, lending, and investments
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience
• Managing cash responsibilities

Relationship Banker, Bilingual Spanish

Software Engineer

• develops, enhances, debugs, supports, maintains and tests software applications
• participates in the design, development and implementation of complex applications using new technologies
• may provide technical direction and system architecture for individual initiatives
• serves as a fully seasoned/proficient technical resource
• will not have direct reports but may lead projects and direct activities of a team
• responsible for coordinating and maintaining the Data Dictionary

Consultant – Applications Programmer, Enterprise Correspondence Operations

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

• Handle inbound inquiries from leads regarding Merrill offerings
• Position the extensive capabilities of Merrill and Bank of America
• Collect necessary client profile data, following standard KYC procedures to open accounts as appropriate
• Serve as interim Financial Advisor, providing recommendations of investment products and services suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Document all client interactions and opportunities within Salesforce accurately

Financial Advisor, Merrill Advisor Development Program

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• accurately and efficiently processing cash transactions for clients as needed
• deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Miami & Islands Market

• Working with high-net worth individuals identifying needs
• Developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborating with and being mentored by Merrill Financial Advisor Teams
• Developing a book of business to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients and capitalizing on referrals
• Assessing customer needs and referring customers to the appropriate internal specialists
• Executing highly customized solutions to meet client needs
• Recommending investment products and services based on objectives and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building
• Organizing and managing resources to run a productive practice
• Seeking expertise of specialists to identify planning and investment strategies for clients
• Completing mandated training, assessments, performance goals and continuing education requirements

• Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborating with and being mentored by Merrill Financial Advisor Teams
• Developing a book of business to meet established performance hurdles
• Effectively prioritizing sourcing prospective clients
• Recommending investment products and services suitable for prospects based on their objectives
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth

Financial Advisor - Blue Ridge Market

Financial Advisor – Development Program

Financial Advisor – Palm Beach Market

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Accurately and efficiently processing cash transactions for clients as needed.
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.