Fort Worth, Texas, United States · Hybrid
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, t…
Skills: Client Onboarding, KYC Processes, Risk Management, Financial Transactions, M&A
Taguig, Metro Manila, Philippines · Hybrid
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, t…
Skills: Attention To Detail, Collaboration, Customer Service Management, Customer And Client Focus, Fraud Management
Dublin, Leinster, Ireland · Hybrid
Job Description: Job Title: Client Service Representative Corporate Title: Officer Location: Dublin Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the …
Skills: Client Service, Treasury Services, Cash Management, Relationship Management, Financial Advisory
Gainesville, Florida, United States · Hybrid
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 t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Alexandria, Virginia, United States · On-site
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, t…
Skills: Client Experience Branding, Client Solutions Advisory, Investment Management, Pipeline Management, Referral Management
Phoenix, Arizona, United States · Hybrid
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, t…
Skills: Critical Thinking, Customer And Client Focus, Decision Making, Problem Solving, Risk Management
Alexandria, Virginia, United States · On-site
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, t…
Skills: Client Experience Branding, Client Solutions Advisory, Investment Management, Pipeline Management, Referral Management
Dallas, Texas, United States · Hybrid
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, t…
Skills: Business Development, Client Management, Customer and Client Focus, Risk Management, Wealth Planning
Jacksonville, Florida, United States · On-site
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, t…
Skills: Credit and Risk Assessment, Critical Thinking, Risk Analytics, Risk Management, Strategic Thinking
Gainesville, Florida, United States · Hybrid
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 t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Bensalem Township, Pennsylvania, United States · On-site
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, t…
Skills: Account Management, Advisory, Client Experience, Branding, Customer And Client Focus
Westlake Village, California, United States · Hybrid
$140k–$200k/yr
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, t…
Skills: Cyber Security, Data Privacy and Protection, Problem Solving, Process Management, Threat Analysis
Milan, Lombardy, Italy · Hybrid
$90k–$155k/yr
Job Description: Job Title: Corporate Banking Analyst / Associate – Italy Coverage Corporate Title: Analyst / Associate Location: Milan, Italy Company Overview At Bank of America, we are guided by a common purpose to hel…
Skills: Financial Modeling, Credit Analysis, Due Diligence, Client Coverage, Transaction Execution
Gainesville, Florida, United States · On-site
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, t…
Skills: Coaching, Customer Service Management, Customer and Client Focus, Performance Management, Talent Development
Melville, Saskatchewan, Canada · Hybrid
$125k–$200k/yr
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, t…
Skills: Client Solutions Advisory, Customer And Client Focus, Capital Structure Consultant, Account Management, Financial Analysis
Bensalem Township, Pennsylvania, United States · On-site
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, t…
Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus
Charlotte, North Carolina, United States · On-site
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, t…
Skills: Coaching, Customer Service Management, Customer And Client Focus, Performance Management, Talent Development
Bandar Abbas, Hormozgan Province, Iran · On-site
Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make …
Skills: Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications
New York, New York, United States · Hybrid
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, t…
Skills: Financial Analysis, Statistical Analysis, Financial Structuring, Transaction Execution, M&A
New York, New York, United States · Hybrid
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, t…
Skills: Financial Modeling, Credit Exposure Analysis, Covenant Review, Acquisition Financing, Syndicated Facilities
Fort Worth, Texas, United States • Hybrid
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Coordinate client onboarding requirements by collaborating with bankers, operations, and risk stakeholders. Manage client engagement and resolve risks associated with KYC non-compliance and relationship coverage gaps.
Requires a bachelor's degree in Finance, Accounting, or a related field with at least 5 years of experience in financial transactions and risk management. Must have specific experience in M&A, equity/debt transactions, and maintaining client records.
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
Work with Bankers, Ops and relevant stakeholders to determine requirements for each client's onboarding.
Assign Onboarding Outreach contacts and serve as the key point of contact for relevant Clients as well as Bankers, Operations, Risk and other internal functions.
Drive ownership of client engagement and work across Lines of Business to close relationship coverage gaps and own any requirements as it relates to client-related discussions in internal governance routines within the FLU and those governed by support partners.
Oversee and resolve the risks and impacts of noncompliance with KYC processes, including restrictions, closures and associated business growth impacts, and consolidate client feedback on policy, requirements and/or jurisdictional nuances given to help improve the Bank's processes across lines of business and regions.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
Bachelor's degree or equivalent in Accounting, Business Administration, Finance, Economics, or related: and
5 years of progressively responsible experience in the job offered or a related Finance occupation.
Must include 5 years of experience in each of the following:
Assisting in structuring, executing, and managing risk for various financial transactions such as M&A, equity or debt transactions involving but not limited to small and mid-cap or middle market companies;
Assisting in coordinating information flow and execution with various internal partners and product groups;
Handling client-related requirements in governance routines and mitigating risks associated with non-compliance, including restrictions and closures; and,
Organizing and maintaining accurate client contact records in systems of record.
10% domestic travel required, as necessary.
If interested apply online at www.bankofamerica.com/careers or email your resume to [email protected] and reference the job title of the role and requisition number.
EMPLOYER: BofA Securities, Inc.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
