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The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career_site_FAQ-1758133253710.pdf) If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (https://benefits.truist.com/) . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. 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The Broward County Board of County Commissioners is seeking qualified candidates for President & CEO of Visit Lauderdale! Greater Fort Lauderdale - Broward CountyNever Lose Your SplashBroward County is shaped by water and made for discovery. Cruise the waterways, settle into a beachside table, wander sunlit neighborhoods, or follow the day into art, music, and flavor. However you explore, the current always leads somewhere memorable.Broward County is packed with tons of attractions from the shore to the suburbs. Whether you want to embrace the great outdoors at the many parks and natural wonders-the grand dame of them all being the Florida Everglades-snorkel or sunbathe along 24 miles of beautiful beaches, or eat and drink your way around world-class bars and restaurants, Greater Fort Lauderdale has plenty to offer in every neighborhood.Get your bearings and soak up the sights on a tour of your choosing by yacht, Water Taxi, paddleboard, gondola, or bike. See why the County seat is dubbed the "Venice of America" while cruising along a small stretch of the 300 miles of inland waterways running through the area and eyeing mansions and superyachts on the iconic Millionaires' Row along the way. Broward County has a vibrant business community and active sporting community with nearby professional sports teams, including the Miami Dolphins, Miami Marlins, Miami Heat, and Inter Miami CF, and is home to the two-time Stanley Cup champion Florida Panthers, who play at the County-owned Amerant Bank Arena. Broward County is also a multicultural destination with amenities filled with activities and events for all.Arts & Entertainment Attractions Events Meetings Nightlife ShoppingSpa & Wellness Sports & Recreation Tours & SightseeingAbout Visit LauderdaleCreated by the Board of Broward County Commissioners in 1987, Visit Lauderdale - previously known as the Greater Fort Lauderdale Convention & Visitors Bureau (GFLCVB) - is a governmental agency funded by a portion of the tax on hotel rooms in Broward County. The Visit Lauderdale team promotes Broward County and the Greater Fort Lauderdale area as a premier year-round leisure and meeting destination.POSITION SUMMARY The President & CEO is responsible for managing the marketing of Greater Fort Lauderdale and Broward County. Formulating long-range goals for the organization, implementing policy, and serving as a valuable advisor to the Chief Executive of the County (County Administrator), as part of the Executive Team of the County. ESSENTIAL DUTIES AND RESPONSIBILITIES Serves as the chief executive and strategic leader of Visit Lauderdale, providing overall leadership, vision, and direction for the organization, its staff, and destination-wide tourism initiatives, reporting to the Chief Executive of the County (County Administrator). Leads and oversees destination sales, marketing, communications, partnership development, convention sales, tourism development, and brand strategy efforts designed to increase visitation, hotel occupancy, convention and meeting business, and economic impact for Broward County. Provides leadership and oversight for the organization's annual operating budget and financial resources, ensuring strong fiscal management, accountability, strategic investment, and alignment with County and organizational priorities. Serves as a visible ambassador and advocate for Greater Fort Lauderdale and Broward County at the local, regional, national, and international levels. Participates in industry organizations, including professional organizations, as a speaker on a variety of marketing and destination topics. Attends and represents the County at meetings, conferences, and trade shows. Builds and maintains strong relationships with hotels, tourism partners, municipalities, chambers of commerce, elected officials, community leaders, industry stakeholders, and Broward County leadership to advance the destination's tourism and economic development goals. Works collaboratively with the hospitality community to maximize convention, meeting, group, and event opportunities associated with the County's expanded convention center campus, which now features more than 1.2 million square feet of event space, including the new 65,000 sq. ft. waterfront ballroom, an expansive 6.5-acre outdoor plaza with a restaurant, and landscaping designed to create a parklike atmosphere. The expansion also includes the addition of an interconnected 801-room, 29-story OMNI-Fort Lauderdale headquarters hotel. Responds to media inquiries and requests for information, serves as spokesperson for the destination. Develops and implements strategic initiatives, performance metrics, and measurable goals to evaluate organizational effectiveness, tourism performance, market competitiveness, and return on investment. Monitors tourism industry trends, economic conditions, consumer behavior, and competitive destination strategies to ensure Visit Lauderdale remains innovative and competitive within the global tourism marketplace. Performs related work as assigned.QUALIFICATIONS Requires a Bachelor's degree from an accredited college or university with major coursework in business, marketing, or a closely related field. Requires ten (10) years of progressively responsible managerial experience in the promotion and marketing of a municipality or destination, or closely related experience. Certified Destination Management Executive (CDME) certification or other relevant tourism, hospitality, destination marketing, leadership, or industry-related certifications are preferred. Proven expertise in convention sales, group sales, and destination demand generation. Experience leading in a large or similarly complex market; South Florida or Southeast regional familiarity preferred. Strong understanding of convention center sales strategy and countywide business development. Background in both leisure and group tourism marketing. Financial management and P&L/budget oversight experience. Crisis management experience. Track record of promoting destinations during peak periods/shoulder seasons. Existing tourism industry relationships and credibility within the DMO space. Experience building partnerships across multifaceted sectors, including hotels, municipalities, chambers, restaurants, and community stakeholders. Executive-level leadership experience as either a current CEO or a highly accomplished second-in-command. Exposure to diverse destinations and multicultural visitor markets. Experience leading organizational assessment, restructuring, and performance-driven cultures. Modern marketing, partnership development, and strategic planning experience.COMPETENCIESBusiness Insight Applies knowledge of business and the marketplace to advance the organization's goals. Maintains ample, up-to-date business and industry knowledge in order to make sound decisions for the organization. Understands the policies and other external factors affecting the organization.Financial Acumen Interprets and applies key financial indicators to make better business decisions. Fosters accountability for making good financial decisions; provides guidance to help the team make astute decisions. Summarizes financial performance data and explains implications for the organization.Balances Stakeholders Anticipates and balances the needs of multiple stakeholders. Regularly evaluates organizational capabilities and infrastructures and identifies how they can be improved to meet the needs of multiple stakeholders. Creates, embodies, and enforces an organizational culture in which people at all levels show the highest possible ethics and deep cultural sensitivity in their dealings with stakeholders.Global Perspective Takes a broad view when approaching issues, using a global lens. Guides the organization to address issues using a broad global perspective, anticipating how other cultures/countries may react to their offerings and practices, adjusting approach as needed.Strategic Mindset Seeing ahead to future possibilities and translating them into breakthrough strategies. Is a strong big-picture thinker; makes frequent, clear references to the organization's vision and strategy and the efforts required to drive them forward. Effectively integrates long-term opportunities and challenges with day-to-day activities.Ensures Accountability Holds self and others accountable to meet commitments. Emphasizes accountability, measures organizational performance against goals, addresses poor team performance, and does not accept blaming others or excuses.Builds Networks Effectively builds formal and informal relationship networks inside and outside the organization. Connects people with one another in ways that help advance the organization's goals. Collaborates with stakeholders. Has a presence in the wider industry and across various boundaries; is active in the conversations that shape the landscape.Builds Effective Teams Builds strong identity teams that apply their diverse skills and perspectives to achieve common goals. Provides rich and targeted insight on establishing strong teams with the right mix of abilities and perspectives. Conveys team members' roles and goals in a compelling way that builds excitement and instills trust. Drives Engagement Creates a climate where people are motivated to do their best to help the organization achieve its objectives. Generates commitment by appealing to people's values and goals. Creates a climate that makes work gratifying and enjoyable for employees. Regularly celebrates progress and successes to motivate the team.Drives Vision and Purpose Paints a compelling picture of the vision and strategy that motivates others to action. Is a strong champion for the organization's vision; energizes people to commit to this long-term direction. Regularly and enthusiastically describes how people's efforts make a difference.COUNTY CORE VALUESAll Broward County employees strive to demonstrate the County's four core behavioral competencies. Collaborates: Building partnerships and working collaboratively with others to meet shared objectives. Customer focus: Building strong customer relationships and delivering customer-centric solutions. Instills trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity. Values differences: Recognizing the value that different perspectives and cultures bring to an organization.KEY CHARACTERISTICS Collaborative and partnership-oriented Transparent, approachable, and accessible Politically savvy with strong diplomatic skills Relationship-driven and consensus-oriented Visible and engaged leader who serves as the face and ambassador of the destination Strategic and forward-thinking Entrepreneurial, nimble, and open-minded Inclusive leader who embraces diverse communities and perspectives Strong communicator with excellent interpersonal skills Team-oriented with the ability to coach, motivate, and develop staff Accountability-driven with a focus on metrics and performance management Professional, credible, and respected within the industry Bridge-builder capable of aligning varied stakeholders and interests Proactive and highly engaged with industry partners and the communityTOP PRIORITIES Assess and strengthen the organization, leadership structure, strategic plan, budget, and overall performance metrics/KPIs. Build strong relationships and alignment with staff, hotels, municipalities, chambers, elected officials, tourism partners, and community stakeholders. Maximize the opportunity surrounding the County's expanded convention center and OMNI-Fort Lauderdale headquarters hotel through enhanced group sales, need-time strategies, and destination marketing efforts. Establish a clear vision and collaborative strategy for the future of Visit Lauderdale, including brand positioning, industry trends, community engagement, and long-term destination growth.COMPENSATION AND BENEFITS The annual salary range for this position is $155,771.76 - $248,612.45. The starting salary will be based on the qualifications and experience of the individual selected. The State of Florida does not have a state income tax.The County's benefits include: Florida Retirement System (FRS) - Employees have the choice of two retirement plans: the traditional pension plan with eight years of vesting or the investment plan with one year of vesting. This position is eligible for Senior FRS status. Deferred Compensation - The County offers a voluntary 457 plan offered through three providers: Mission Square, Bright house Financial, and Nationwide Retirement Solutions. County matches up to a Board-approved amount per year. Flexible Spending Accounts- Eligible health expenses and dependent care accounts. Insurance Coverage - The County offers a variety of benefit plans that employees can purchase, including Health, Dental, Vision, Flexible Spending Accounts, Long Term Disability, and Prepaid Legal. The County subsidizes enrollment in Healthcare coverage and provides a waiver credit if applicable. Health Savings Accounts - When you elect either of the High-Deductible Health Plans (HDHP) and you and your enrolled spouse/domestic partner (if applicable) complete the County's Engagement Incentive, Broward County will contribute to your Health Savings Account. Vacation and Sick Leave - Leave is accrued biweekly for vacation and sick time; annualized at two weeks of vacation and 12 days of sick time; additionally, 40 hours of job-based leave is granted annually for employees exempt from overtime provisions of the Fair Labor Standards Act. Holidays - Eleven (11) holidays and two (2) personal days. Life Insurance - The County offers $50,000 of group term life insurance. Employees can purchase additional life insurance for themselves and their dependents and spouse/domestic partner.* Additional Benefits - Access to Credit Union, Employee Development, and Personal Income Protection Plans are available.For additional information on benefits, please visit: www.broward.org/benefitsHow to Apply If interested in learning more about this great opportunity, please contact our SearchWide Global Executive listed below or use the link to apply.Contact: Kellie Henderson, Global Head of Destinations, info@searchwideglobal.comPresident & CEO - SearchWide GlobalSPECIAL INFORMATIONEmergency Management ResponsibilitiesNote: During emergency conditions, all County employees are automatically considered emergency service workers. County employees are subject to being called to work in the event of a disaster, such as a hurricane, or other emergency situation and are expected to perform emergency service duties, as assigned.County-wide Employee ResponsibilitiesAll Broward County employees must serve the public and fellow employees with honesty and integrity in full accord with the letter and spirit of Broward County's Employee Code of Ethics, gift, and conflict of interest policies.All Broward County employees must establish and maintain effective working relationships with the general public, co-workers, elected and appointed officials and members of diverse cultural and linguistic backgrounds, regardless of race, color, religion, sex, national origin, age, disability, marital status, political affiliation, familial status, sexual orientation, pregnancy, or gender identity and expression.

Responsibilities Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensur

O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.O’Shaughnessy Asset Management is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. For more firm information, please visit ABOUT THE DEPARTMENTO'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.OSAM is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long-standing relationships with our clients. We are a leading provider of Custom Indexing services via Canvas. Canvas is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.HOW YOU WILL ADD VALUEAs a Senior Product Specialist - Retail Channel (Canvas) you will be responsible for sales growth within the Southeast Division. This will be achieved through:Raising assets within your territoryDemonstrating subject matter expertise and working collaboratively across the OSAM and Franklin Templeton organizations.Partnering with the Franklin Templeton generalist sales team to sell to Wirehouse, Independent, Bank and Regional financial advisorsBeing an expert on direct indexing and custom indexingEffectively collaborating with other members of the OSAM Client Service, Portfolio Management, Operations, Tech and Relationship Management teamsWHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLEEXPERIENCE10+ years of asset management distribution or specialist experience3+ years of experience with direct indexing exhibiting a deep understanding of it along with the competitive landscapeDemonstrated success selling to financial advisorsExperience with separately managed accounts (SMAs)PROFESSIONAL SKILLSComfortable working with and explaining advanced technological solutionsEffective facilitator of innovationExcellent communicator including comfort with main stage presentationsPassion for collaborating with financial advisors and working to improve their businessesKeen curiosity and ability to understand details of investment processes and practicesAbility to work independently and collaboratively with a teamWORK SCHEDULE & LOCATIONThis is a virtual role that can be based out of preferably any major city within the Southeast (Atlanta, Florida major cities, etc.)Travel expectations of 50-75%Franklin Templeton offers employees a competitive and valuable range of total rewards, monetary and non-monetary, designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $155,000 - $190,000 depending on location and level of relevant experience, plus discretionary bonus.#LI-RemoteFranklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. SummaryLocation: Georgia, United States of America; Florida, United States of America; REMUSA-Florida Remote LocType: Full time

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! 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. • 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, • 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, • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance, • 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's Degree such as business management, business administration or finance, • 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

The primary duty is to function as FWC's Assistant Purchasing Card (PCard) Administrator. Serve as Scoped Administrator and assist with administering and managing PCard user accounts. The incumbent will be required to complete training and attain proficiency in the Florida PALM accounting system to effectively fulfill the responsibilities of this position. Issue new PCards, make changes to cards and cancel cards as needed. Oversee PCard renewals, set up new users. Request appropriate training be assigned and ensure training record collection and storage are kept current. Maintain and update files pertaining to the PCard program. Approve new user limits and user groups. Review decline reports. Assist users with Works issues and PCard usage questions. Perform post-audits of payments processed through the Works system. Sample PCard activity and conduct daily charge reviews. Monitor compliance with timely processing of charges. Run Aging Report weekly and work with applicable users to ensure compliance. Run periodic monitoring reports on both unpaid and paid transactions. Perform monthly Scoped Compliance. Work with PCard Administrator to monitor and oversee PCard program and ensure that key controls are in place, operate as designed, and comply with the State of Florida PCard Policy Manual and FWC procedures. Assist PCard Administrator with resolving issues between Bank of America and the DFS to ensure FWC is in compliance with established state regulations and requirements. Assist with drafting and reviewing policies, procedures, manuals, and PCard trainings as requested. Performs other duties as assigned. Knowledge of accounting and auditing principles, methods of reviewing and analyzing financial data, and basic management principles and practices. Knowledge of Florida Reference Guide to State Expenditures. Ability to assess budgetary needs and formulate policies and procedures. Ability to understand and apply applicable rules, regulations, policies, and procedures relating to operational and management analysis activities; to collect, evaluate and analyze data to develop alternative recommendations; and to document work and other activities relating to the improvement of operational and management practices. Ability to determine work priorities and ensure proper completion of work assignments; to communicate in writing and verbal effectively; to work independently, to solve problems and make decisions; and, to establish and maintain effective working relationships with others. Proficient in the use of Microsoft Excel, Word, Outlook, and Adobe Acrobat.

Bank of America Financial Advisor. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Bank of America believes both in the importance of working together and offering flexibility to our employees.

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 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 Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through 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. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings, • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests, • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk, • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA, • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset, • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66), • Possesses advanced industry knowledge and an understanding of investment products, • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results, • Demonstrates a client-centric mindset, always acting in the best interest of the client, • Has the ability to learn and adapt to new information and technology platforms, • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience, • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities, • Is detail oriented, • Demonstrates a commitment to continuous learning and professional growth, • Exhibits sound judgment and discretion when handling sensitive information, • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce, • Demonstrates professional verbal and written communication skills, • Account Management, • Client Management, • Customer and Client Focus, • Issue Management, • Oral Communications, • Business Development, • Client Solutions Advisory, • Pipeline Management, • Prioritization, • Administrative Services, • Emotional Intelligence, • Referral Identification, • Written Communications Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5

Bank of America in the United States (Florida) is recruiting for a client-focused role that educates clients on self-service options and assists with transactions.

Responsibilities Leads the Client Process Management Process within the client team to identify new business development opportunities Sources new clients in alignment with the bank's established risk appetite Leads the client team to deliver meaningful interactions and a Branded Client Experienc

Bank of America in the United States is seeking a client-focused associate to engage clients in the lobby, educate on self-service options, and accurately process cash transactions.

Bank of America is seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients. The position involves triaging client leads, client meetings for financial reviews, and managing brokerage product recommendations. A minimum of one year of relevant exper

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 regula

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 regula

Responsibilities Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Skills Advisory Account Management Client Experience Branding

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, Series 66) and develop foundational client advisory skills in an in-office setting. You will learn to acquire, build, and manage client relationships, guiding them through complex fina

Responsibilities: Provides excellent Client Service to the bank’s clients through educating them on all of the bank’s service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with