Total 37 Finance / Banking / Insurance job vacancies in Houston, Texas

As a National Bank Examiner (Analyst to Assistant Deputy Comptroller), you will:

• Analyze supervision findings for banks and thrifts assigned to the Assistant Deputy Comptroller (ADC), identify areas of concern, determine methods of resolution and recommend appropriate action and/or follow-up.
• Fill in for the ADC during short absences. May assist the ADC to develop and monitor the performance of the annual plan, including budget for the ADC's portfolio. Assist in overseeing the day-to-day operations of the field office as requested.
• Supervise and manage the work of assigned office support personnel and may make the assignment of work for field office personnel.
• Periodically serve as Examiner-In-Charge (EIC) in community banks or thrifts or assist in supervisory activities in midsize, credit card banks, or large banks and comparable thrifts, as requested.
• Attend meetings with Boards of Directors and bank and thrift management, representing the Supervisory Office. Act as the liaison with representatives of the banking and thrift industry and community groups. Provide technical assistance and guidance to bankers, bank directors, examining personnel, outside parties, and district and Washington office personnel.
• Coordinate sharing of resources with other analysts assisting an ADC and work closely with district counsel on problem institutions.
• Maintain a quality control system for assigned ADC's office and conduct quality assurance reviews of supervisory activities, strategies, and products of banks and thrifts.

At the full performance level, major duties include:

• Performs economic analysis of the financial services industry, the financial markets, real estate markets, FDIC-insured commercial banks and thrifts, as well as national, international, and regional economic developments.
• Plans, performs and provides complex financial and economic analyses related to identifying existing and emerging aggregate risks to the Corporation's deposit insurance fund.
• Perform economic analysis for incorporation into studies, policy decisions, executive briefings, and testimony.
• Design and use financial and data analysis models.
• Conduct continuous reviews of economic, banking, and financial and related matters to keep abreast of current developments in those areas.
• Participate in the design, production, and administration of FDIC publications to disseminate analysis to supervisory personnel, senior management of the Corporation, other regulators, the industry, and the public.
• Attend meetings with Corporation officials, representatives of other federal and state regulatory agencies, and representatives of financial institutions and private industry.

• Serves as the principal OO liaison to RMS and DCP management and staff in the assigned region for regulatory issues brought forward by the industry.
• Serves as an expert liaison with other Divisions and Offices in the assigned region involved in matters brought to the attention of the OO.
• Builds external relationships by promoting customer service and public relations within the region through responsive, professional and timely program stewardship that enhances the image of the Corporation.
• Meets with insured depository institution officials and/or boards of directors, FDIC and other federal and state government regulators to discuss and resolve complaints brought to the attention of the OO.
• Performs and/or coordinates the investigation of complaints; reviews supervisory materials for the resolution of complex or sensitive inquiries and complaints relating to FDIC regulatory activities.
• Develops extensive outreach programs to be presented to the industry, including bank commissioners and trade associations.

• Receives, processes and delivers incoming unclassified and accountable mail for organization and processes internal and outgoing mail for delivery to the post office.
• Picks up and screens outgoing mail for appropriate class, size, wrapping and addresses.
• Weights and meters outgoing mail and determines proper postage by weight and class.
• May be required to operate a motor vehicle.
• Records and controls accountable mail and completes required forms for return to the post office.
• Performs other related clerical duties, such as ordering required forms, equipment, maintaining hard copy and electronic files, scanning hardcopy mail into electronic form and breaking down electronic documents.

• Performs operational system support for finance systems at the Defense Finance and Accounting Service (DFAS) through the collection of compilation, and certification of data from internal and external data management systems.
• Supports report generation, system availability, and internal control implementation.
• Researches, develops and documents user requirements for automated applications. Analyzes reports, and other output products to identify systems and/or regulatory problems.
• Recommends system improvements and develops straight-forward data management applications when necessary.
• Supports audit readiness testing for the Federal Information System Controls Audit Manual (FISCAM).
• Provides support for various electronic commerce initiatives, any other programs or future technologies that may be developed.
• The duties listed above reflect the full performance level of this position.

• Maintain accounting records/subsidiary ledgers for Accounts Receivable, Accounts Payable, collections, payments, income, liabilities, payroll, assets, and equipment.
• Ensures the accuracy and timeliness of accounting documents submitted by assigned activities.
• Determines that all transactions are properly processed, and that total activity agrees with predetermined control tables.
• Analyses and reviews report and machine listing to assure they are in balance and in proper format and sort sequence, that accounting data is valid and that it adheres to prescribed regulatory manuals and procedures.
• Classifies erroneous conditions referring complex errors/problems to the accountant.

• Maintains an assigned area of journals and ledgers.
• Examines, verifies, and analyzes a variety of documents to determine their mathematical correctness, validity, and clerical accuracy.
• Maintains files of all correspondence and messages pertaining to financial records and accounting.
• Audits and verifies each supporting document for propriety of account debits and credits amount of deposit.
• Completes posting documents with back-up attached codes documents and posts to appropriate ledger and journal.

As a Supervisory National Bank Examiner (Examiner-In-Charge), you will:

• Be responsible for the strategic planning and supervision of large and complex national banks. Provide expert advice and guidance to Deputy Comptrollers (DCs) for Large Bank Supervision, the SOC for Large Bank Supervision, and Executive Committee on emerging risks within these financial institutions and any operating subsidiaries.
• Manage the supervision of all of the bank's operations including innovative and non-conventional banking activities. Develop systems and programs that focus on achieving OCC's goals and priorities. Serve on task forces conducting analyses, surveys, or investigations of major issues.
• Identify policy issues and systemic risks and recommends solutions to peers, the Committee on Bank Supervision (CBS), and other OCC senior supervision officials. Work with other Large Bank Examiners-In-Charge and the Large Bank DCs overseeing the Large Bank supervision program.
• Serve as the OCC's primary communication link with senior bank management, the board of directors, and its committees to discuss bank condition, regulatory/policy, environmental issues, and negotiate supervisory matters of complex and/or controversial nature.
• Serve as OCC spokesperson with bank executives, officials of Federal and State banking agencies, and/or banking industry and legislative leaders, discuss matters of mutual concern, provide industry perspective, and promote cooperation on shared regulatory concerns.
• Ensure understanding of OCC goals, initiatives, and programs by all employees. Provide day-to-day supervision of the bank through teams of examiners and support and provide OCC policy and program direction to staff.
• Oversee the quality of reports of examination and correspondence for the assigned banking company and provide input to licensing and legal issues.
• Develop/implement strategies for the assigned Large Bank that reflect changes in the economic and regulatory environment, issues common to the Large Bank population, changes within the institution, and assessment of the risks assumed by the institution. Develop regulatory response to the institution on a wide array of bank supervision issues.
• Assess emerging businesses and risks, new products or services. Develop and implement innovative supervisory approaches to address new issues for the company.
• Lead, motivate, coach and develop staff. Plan/assign work to be accomplished by staff. Make decisions on work problems. Provide advice/counsel on work and administrative matters. Evaluate performance; make personnel decisions regarding hiring, promotions, etc.; and provide training/development opportunities. Perform duties following equal employment opportunity principles.
• Provide day-to-day supervision of the institution through a team of examiners and support and provide OCC policy and program direction to staff. Plan, organize, and control supervisory activities which includes the supervision of assigned staff. Assign and direct, review and evaluate the work of assigned staff.
• Establish objectives and goals in support of the OCC strategic plan. Develop short and long-term plans; establish priorities for the organization. Provide planning and resource management to ensure that activities of the organization support the OCC objectives and goals.

• Identifies complex legal issues that are related to depository institutions and within the Unit's responsibilities, and supervises the conduct of legal research of these issues.
• Confers with and advises senior management with regard to legal matters in areas of responsibility. Independently interprets and applies applicable statutory and regulatory guidelines.
• Coordinates the negotiation and consummation of sales, settlements, workouts, and restructurings that arise out of the liquidation of failed Insured Depository Institutions (IDI).
• Oversees the preparation of memoranda of law and other instruments related to the management and resolution of receiverships, such as marketing of failing and failed IDI, claims, settlements, employee benefit plans, and receivership termination.
• Exercises supervisory personnel management authority directly or indirectly through subordinate senior managers to include, but not limited to, assigning and reviewing work, assessing employee performance, providing counseling and coaching as necessary, and reviewing and approving leave, training and travel requests.
• Ensures that Equal Employment Opportunity (EEO), Diversity, Equity, Inclusion, and Accessibility (DEIA), employee development, employee performance, and other personnel plans, processes, and programs are executed equitably consistent with Corporate policy, legal requirements, and the mission of the Division; organizes, coordinates, and manages the work of diverse teams of employees by assigning work, developing employee skills, assessing/monitoring employee performance, and promoting inclusion.

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

Compensation Range

About This Job

The main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit growth, revenue generation, and revenue growth. This will be achieved by being the single point of contact for Private Banking clients; providing concierge level personal service and providing a full range of customized financial management services to clients. 

Essential Functions

• Create and execute a written marketing plan with the aim of developing/expanding a portfolio of qualified client relationships through an active calling effort targeting individuals whose financial status falls within the parameters defined as the private banking target market

• Identify opportunities for the sale of investment management products and trust services

• Prepare and deliver client presentations

• Manage a portfolio of more than $30,000,000 and up to 350 relationships

• Make decisions within assigned lending authority or make and defend recommendations for the extension of credit that exceeds authority

• Manage banking component of client relationships in order to avoid principal loss

• Participate in the activities of internal client service teams within the Wealth Management practice

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong knowledge of the banking industry

• Ability to identify, solicit and close new business opportunities to meet specific sales and marketing goals

• Ability to collaborate with other lines of business, i.e. commercial bankers for referrals

• Ability to network in social and business settings to identify both centers of influence and potential new high net worth clients. Preferably candidate will have an established network through (i) professional relationships with Centers of Influence, (ii) membership, preferably Board service, in professional and civic organizations.

• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

• Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook  

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience required.  MBA, other graduate degree or certification preferred.

• 8+ years financial services industry, Private Banking or Commercial Lending experience required

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.  This compensation range is for the Senior Private Banking Relationship Manager job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $164,375 to $196,250 annually.  This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  Click here to learn more.

Time Type:

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

Compensation Range

About This Job

The main purpose of this job is to directly solicit companies with revenues between $50MM and $2 Billion for general industry equipment finance and leasing opportunities in the assigned territory.

Essential Functions

• Primarily involved in calling activities with assigned customers and targeted prospects with the objective to acquire new business

• Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention

• Coordinate with product partners to cross-sell a full range of products and services

• Critically review and analyze portfolios to reduce risk and enhance profitability

• Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyze industry/credit risk

• Facilitate the resolution of customer problems and engage product experts

• Participate in community and business functions/groups to establish referral contacts within the marketplace

• Ensure compliance with all bank policies, procedures, regulations, and laws

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Basic knowledge of single investor tax, loans, TRAC, operating, synthetic, and debt transactions

• Basic knowledge of commercial products, credit policies and procedures and terminology

• Well-developed sales and negotiation skills

• Basic credit analysis skills

• Ability to structure more complex credit requests

• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

• Basic proficiency with Microsoft Word, Excel, and Outlook

Education & Experience

• Bachelor’s degree in Accounting, Finance or equivalent combination of education and experience required

• 1+ years successful sales experience gained through equipment lease origination required

• Experience with tax-exempt products preferred

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record, maintain a valid driver’s license, and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements.

**Level of role is determined by knowledge, experience, skills, abilities, and education 

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.  This compensation range is for the Equipment Finance Sales Officer I, II, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $111,250 to $196,250 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  Click here to learn more.

Time Type:

About GlobalFoundries:
GlobalFoundries is a leading full-service semiconductor foundry providing a unique combination of design, development, and fabrication services to some of the world’s most inspired technology companies. With a global manufacturing footprint spanning three continents, GlobalFoundries makes possible the technologies and systems that transform industries and give customers the power to shape their markets. For more information, visit www.gf.com.

Summary of Role:

The Director of Procurement and Supply Chain Finance will partner with Supply Chain Management to extract hidden competitive advantages in the company’s sourcing, procurement, logistics and distribution chain. This job will create structural transparency and accountability using KPIs. This role will represent the finance agenda in a variety of projects from transformational to tactical that are aimed at improving the financial outcomes of our worldwide operation. These can include maximizing revenue, minimizing cost, reducing inventory, reducing supplier pricing, etc. This position will be one of the leaders tasked with increasing the analytical capability and data driven decision making in procurement and supply chain.

A qualified candidate will be comfortable as a change catalyst.  Candidate needs to have experience in developing multi-year business plans. 

Essential Responsibilities:

• Create and implement a clear strategic vision of how Finance can enable supply chain to optimize the business and organization. Build an organization of analysts to partner with the Operation to achieve financial commitments.

• Provide strategic business leadership with Executive Supply Chain Management on initiatives and sequencing to create a company competitive advantage in sourcing, production, logistics, distribution, and procurement cost and sourcing

• Be one of the organizations strongest change catalysts and set that pace within your team of analysts

• Develop multi-year cost and capacity target and glide paths in line with revenue and profitability targets through production and sourcing strategies

• Develop cash targets, inventory goals and BOM targets that tie back to P&L model financial goas.

• Lead the annual budgeting and strategic planning processes and the monthly forecasting process for the consolidated Supply Chain.

• Create predictable, sustainable and repeating finance processes. Drive continuous improvement in current processes

• Coordinate the development of annual Supply Chain cost savings initiatives to achieve goals including the monitors and reports the demonstrate monthly progress

• Ensure data driven financial analysis and diligence are part of every important decision made

• Ensure compliance with all corporate accounting, GAAP, IFRS and SOX

• Stay familiar with external, emerging supply chain and bring internally

• Partner and be a peer-to-peer leader with other internal stakeholders groups at GFS
   

Other Responsibilities:

• Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety & Security requirements and programs.
   

Required Qualifications:

• 10+ years of finance experience with prior procurement, sourcing or supply chain experience
• Bachelors Degree in Finance or related field
• Experience developing multi-year business plans
• Demonstrated experience driving data driven and analytic decision making
• Bias for action and results orientation
• Learning and innovative mindset
• Ability to challenge, influence/convince and manage Executives and Non-Executives.
• Ownership mind-set
• Excellent verbal and written communication skills and ability to simplify messages and communicate insights from analysis, leverage findings, and proactively make recommendations.
• Global and domestic travel is an option but not a requirement.

Preferred Qualifications:

• Semiconductor Industry experience
• Manufacturing Industry experience
• 3yrs of people management experience
• Master's or MBA

Expected Salary Range

The exact Salary will be determined based on qualifications, experience and location.

This vital, patient-centered role provides education and guidance to DaVita patients about health insurance and the implications of different insurance options. This position helps patients understand their insurance options and make informed employment and insurance decisions. The Insurance Counselor will help alleviate the stress that dialysis patients often experience in navigating complicated insurance options and employment decisions while also managing their health care needs. 

To be successful, the Insurance Counselor must have a passion for customer service and the ability to build trust and rapport with patients and teammates. Teammates in this role will gain expertise in motivational interviewing as well as expert knowledge of commercial and government health insurance benefits, financial assistance programs, and work leave options.

ESSENTIAL DUTIES & RESPONSIBILITIES:

The following duties and responsibilities generally reflect the expectations of this position but are not intended to be all inclusive. The scope of the Insurance Counselor is primarily supporting patients who have existing commercial insurance coverage or who are uninsured.

• Conducts patient insurance education while operating within established compliance parameters of the company
• Identifies and effectively communicates opportunities to better the insurance status of the patient to help reduce or alleviate financial risk and burden
• Provides information to patients to help them find and/or secure options for insurance coverage and other financial assistance programs as necessary
• Provides a high-level of customer service to patients across multiple DaVita Dialysis facilities to ensure educational needs are met and to ensure patient questions or issues are addressed effectively
• Completes insurance assessments/evaluations for patients to accurately document patient education sessions
• Acts as a liaison between patients, facility teammates, billing office and the corporate office to resolve patient insurance issues and/or concerns
• Builds and maintains relationships with field partners (e.g. Home Program Departments, Facility Administrators, Social Workers, Administrative Assistants etc.) to ensure seamless patient support
• Works closely with supervisor/manager to meet objectives, deadlines, and reporting/measurement requirements as they pertain to patient education.
• Provides monthly reporting and analysis on key metrics related to patient education and advocacy as well as actively participates in monthly operations reviews on assigned patient portfolio
• Seeks to find opportunities for continued process improvement and reviews ideas with team and operational leadership
• Attends team meetings, phone conferences, and trainings as needed; may assist with onboarding and training of new teammates or other duties as assigned

EXPERIENCE, EDUCATION, TRAINING, OR QUALIFICATIONS

• Full vaccination against COVID-19 or a medical/religious exemption is required.
• High School Diploma or equivalent is required
• 90% remote work; 10% travel to local facilities  education and guidance to DaVita patients about health insurance is required
• This role requires basic computer skills, high speed internet (minimum of 40 GB) and a private workspace, and secure transportation to DaVita facilities to perform the duties of the job
• Minimum of two (1) years' experience working with Medicare and Medicaid insurance as well as commercial insurance plans and benefits (PPO, HMO, POS, EPO, Indemnity) strongly preferred
• Minimum of two (1) years’ experience in a healthcare organization working with clinical staff and patients preferred
• Intermediate computer skills and proficiency in MS Word, Excel, PowerPoint, and Outlook required Power Point preferred
• Bilingual/Spanish Speaking strongly preferred

What We’ll Provide:

More than just pay, our DaVita Rewards package connects teammates to what matters most. Teammates are eligible to begin receiving benefits on the first day of the month following or coinciding with one month of continuous employment. Below are some of our benefit offerings.

• Comprehensive benefits: Medical, dental, vision, 401(k) match, paid time off, PTO cash out
• Support for you and your family: Family resources, EAP counseling sessions, access Headspace®, backup child and elder care, maternity/paternity leave and more
• Professional development programs: DaVita offers a variety of programs to help strong performers grow within their career and also offers on-demand virtual leadership and development courses through DaVita’s online training platform StarLearning.

#LI-ID1

Salary/ Wage Range

Compensation for the role will depend on a number of factors, including a candidate’s qualifications, skills, competencies and experience and may fall outside of the range shown. DaVita offers a competitive total rewards package, which includes a 401k match, healthcare coverage and a broad range of other benefits. Learn more at https://careers.davita.com/benefits  

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 managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:
• Develops talent, including proactive sourcing of candidates 
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching 
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

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.
• Breaks down barriers to create a more inclusive environment that supports company D&I goals
• Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations
• Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success
• Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization
• Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance
• Efficiently allocates and manages resources across the organization to drive short and long term profitability
• Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs
• Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage4

Required Qualifications:                                                            
• 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team  
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages your time and capacity.
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
• Can interpret performance results, find opportunities to drive success and hold others accountable to results.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:
• 1+ years management experience including hiring, coaching, and developing direct reports
• Experience in financial services and knowledge of financial services industry, products and solutions.
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
• Bilingual skills.

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

Shift:

Hours Per Week: 

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 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.

Responsibilities:
• 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

Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Skills:
• 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
• Referral Management

Shift:

Hours Per Week: