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Business Banking Officer I

Overview At BBVA, we’re working to make banking better for everyone. That’s where you come in. We’re looking for smart, team-oriented people who want to be part of a first-class workforce that gives people the tools they

Posted on September 20, 2017

**Overview** At BBVA, we’re working to make banking better for everyone. That’s where you come in. We’re looking for smart, team-oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below. **Responsibilities** **The Opportunity** BBVA Compass is seeking an enthusiastic and dynamic Business Banking Officers (BBO) to join our team. A successful candidate will possess the desire to serve and grow their community through establishing, maintaining and maximizing relationships with small business owners. BBOs invest time and energy in their community as well as help small businesses become and stay successful through expertise advice as a small business banking advisor. At BBVA Compass, we also have a passion for further developing our BBOs in their career and place a value on providing additional training and support to aid our BBOs in maximizing their potential. **The Role** The BBO role is critical to the success of the BBVA Compass retail banking strategy in the Montgomery, AL market. We value new business and the BBO’s primary responsibility is to establish new banking relationships with small business owners ($1-5M Revenue) as well as help grow that business via access to our capital. BBOs focus on sales while delivering an exceptional customer experience to existing and prospective small business customers. As a district level position, the BBO will establish relationships with the branches in their market and assist the bankers as a small business banking specialist when needed while developing relationships outside the bank within networks and/or centers of influence. **Qualifications** Additional Qualifications - Bachelor’s degree in business or equivalent professional experience. - 5-10 years min of banking or financial services experience. - Must be extremely motivated team player. - Ability to maintain the confidentiality of customer information. - 2+ years of Small Business Lending experience; OOCRE (construction, purchase, refinance), SBA Lending (Express, 7A & 504) & NOORE **Job ID** _2017-106316_ **Site Name** _AL-MONTGOMERY-MONTGOMERY LPO_ **Category** _COMMERCIAL BANKING_ **Work Location** _US-AL-MONTGOMERY_ **FLSA Status** _EXEMPT_ **Type** _FULL TIME_ **EOE Statement** _.._

Financial Advisor - Alabama

Willis Consulting, Inc. - Office Of Hugh Daniels Montgomery ,AL

Job Description: Also available Gadsden, Tuscaloosa, Monroe, Huntsville, Fairhope, and Montgomery AL!Job Description:My client is a leading provider of

Posted on September 20, 2017

<h3>Job Description</h3><div><p><strong>Also available Gadsden, Tuscaloosa, Monroe, Huntsville, Fairhope, and Montgomery AL!</strong></p><p><strong>Job Description:</strong></p><p>My client is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 11,000+ Financial Advisors and $1.9 trillion in client balances, my client is among the largest businesses of its kind in the world.<br><br>The Firm specializes in growth-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs an advisor with access to the investment insights of the Firm and the banking convenience of their Parent Company.</p><p>My client is search for “up and coming” Advisors with a minimum of 3 years of experience but no more than 10 years. Have you reached a plateau at your current firm and looking for the right opportunity to reach the next explosive expansion? My clients are offering an unheard 3 year salary guarantee that matches your current income without any long term note for you to repay.</p><p><strong>Responsibilities:</strong></p><ul><li>Advise clients on investment strategies and other financial decisions</li><li>Assess clients' assets, liabilities and overall financial conditions</li><li>Prepare presentations that recommend various financial products</li><li>Review and communicate portfolio performances to clients</li><li>Network and build relationships with new and existing client base</li></ul><p><strong>Qualifications:</strong></p><ul><li>3 – 10 years previous experience as a licensed Financial Advisor (Wirehouse, Bank Channel, Broker Dealer, Regional)</li><li>Advanced understanding of investment products and services</li><li>Ability to build rapport with clients</li><li>Strong analytical and critical thinking skills</li><li>Excellent written and verbal communication skills</li></ul><p><strong>What is in it for you? </strong></p><ul><li>A base salary for the first 3 years plus fixed grid payout on all business in your pipeline.</li><li>The strength and name recognition of on one of the largest financial services firms in the US.</li><li>World class investment, sales, and business management training throughout their career</li><li>Cutting edge Technology and industry leading platform to leverage for success</li><li>Access to a full array of investment and banking solutions for your clients</li><li>Mentors and Managers located within your local office to work with you towards your success.</li></ul><p>If you’re ready to take advantage of the greatest opportunity in the industry today please forward me a CV or resume for consideration. Only qualified candidates will be contacted.</p></div><h3>Company Description</h3><div>Willis Consulting is the nation's leading boutique financial services recruiting firm that specializes in the complex and unique needs of established financial advisors.<br/><br/>We service a broad range of clients specifically in the financial services space throughout the United States, including:<br/><br/>National Wirehouse Brokerage Firms<br/>Regional Brokerage Firms<br/>Independent Broker Dealers<br/>Bank Brokerage Channels<br/>HNW and UHNW Investment Boutiques<br/>Custodians<br/>Investment Banks<br/>Boutique Asset Management Firms</div>

Financial Advisor Development Program

Bank Of America Montgomery ,AL

Job Description: Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9

Posted on September 20, 2017

**Job Description:** Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world. Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs an advisor with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America. Merrill Lynch Wealth Management is part of Bank of America Corporation. The Practice Management Development (PMD) Associate role is a 43 month development program for professionals who wish to build a wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoing commitment to the growth and progress of our Merrill Lynch Financial Advisors. PMD offers new advisors the most professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon their knowledge of these topics throughout the duration of the program, while focusing on developing client relationships. With the assistance of mentors and managers, our PMD Associates will learn to develop a pipeline of affluent clients, identify client needs, develop relationships with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals, and the business management skills needed to operate an optimal practice model. The Practice Management Development Associate engages in: + Developing a book of business in order to meet and exceed the required performance hurdles + Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering the full resources of Bank of America and Merrill Lynch to the client, and delivering highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment management, sales activities, customer service, new client development, administrative, compliance and personal growth and development according to both a day-to-day and longer-term plan + Planning and managing resources (time, people, budget) to run an optimal practice + Seeking the expertise of specialists, where appropriate, to identify, banking, lending, planning and investment solutions for a client + Establishing and maintaining relationship with the management team and informing them of any circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Completing required training, obtaining industry licenses (Series 7 & 66), mastering assessments, maintaining continuing education requirements and meeting minimum performance standards Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Legal authorization to work in the US now and in the future without sponsorship is required. The Practice Management Development Associate receives: + A base salary through the full 43 months in the PMD program along with bonus potential. Upon completion of the PMD program, the candidate will be compensated in accordance with the Financial Advisor Incentive Compensation Plan. + The strength and name recognition of Merrill Lynch and Bank of America + World class investment, sales, and business management training throughout their career + Cutting edge Technology and industry leading platform to leverage for success + Access to a full array of investment and banking solutions for your clients + Mentors and Managers located within your local office to work with you towards your success + PMD Curriculum that includes CFP course work, wealth management curriculum, licensing and essential skills training from Managers and Mentors The Practice Management Development program is designed for professionals who are ready to make a career transition and follow their passion of becoming a Financial Advisor. **Candidate Qualifications** **Experience** Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers. The _ideal candidate_ has applicable sales experience or has worked in a professional or entrepreneurial setting. **Success Skills and Attributes** The _ideal candidate_ will bring to the role a broad network of contacts and relationships along with the ability to develop a strong sales pipeline through prospecting, telemarketing and relationship building skills. Other success attributes candidates possess are: + Ability to influence people + Entrepreneurial and self motivated to succeed + Perseverance and resilience + Confident and engaging presence + Concise, inspiring communication + Client focus mentality + High professional standards and integrity **Education/Licenses** The _ideal candidate_ will have at minimum a Bachelors degree. The following licenses/designations are preferred: + Series 7 and 66 licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete licensing requirements for both + Chartered Financial Analyst (CFA) + Certified Financial Planner (CFP) **Posting Date** : 08/29/2017 **Location** : US-AL-Montgomery, US-AL-Birmingham, US-AL-Gadsden, US-AL-Tuscaloosa, US-AL-Birmingham, US-AL-Fairhope, US-AL-Mobile, US-AL-Dothan, US-FL-Pensacola, US-FL-Destin, US-FL-Fort Walton Beach, US-FL-Panama City **Travel** : Yes, 5% of the time **Full / Part-time** : Full time **Hours Per Week** : 37.5 **Shift** : 1st shift **Assistance for Applicants with Disabilities** Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities . **Diversity & Inclusion** At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. **Frequently Asked Questions** Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

2018 Campus - Financial Advisor Development Program

Bank Of America Montgomery ,AL

Job Description: Merrill Lynch Overview: Merrill Lynch provides a high-touch client experience through a network of approximately 15,000 client-facing financial advisors to our affluent clients with a personal wealth

Posted on September 20, 2017

**Job Description:** **Merrill Lynch Overview:** Merrill Lynch provides a high-touch client experience through a network of approximately 15,000 client-facing financial advisors to our affluent clients with a personal wealth profile of at least $250,000 of investable assets. The Financial Advisor Development role is a 12 month training program for strong performing intern conversions who wish to build a wealth management business and become a full-fledged Financial Advisor. It is a structured and disciplined program that demonstrates our on-going commitment to the growth and progress of our Merrill Lynch Financial Advisors. FADP participants will have the opportunity to build upon their learnings from their intern experience by passing required FINRA registration exams, learning the client centric goals-based approach for client service, build business acumen to understand the vast opportunities to leverage with clients across Bank of America and Merrill Lynch, and complete a robust training curriculum with key milestones. Throughout the 12 month program, participants will have on the job application with work assignments, knowledge checks and assessments to determine progress. Advisor development participants will have exposure to the strategy, initiatives, tools and roles within the Merrill Lynch Wealth Management organization and will also get exposure to: + Bank of America and Merrill Lynch products and services + Goals Based Wealth Management + Client Experience Standard **Required Qualifications:** + Completion of a Bachelor’s Degree + Graduation date between Fall 2017 – Spring 2018 + Must have been a part of the 2017 MLWM FA Summer Analyst Program or the 2017 Consumer Summer Analyst Program (undergraduate) + Legal authorization to work in the US now and in the future without sponsorship **Preferred Qualifications:** + Demonstrates leadership abilities + Effective oral and written communication + Adaptable to fast paced, changing environments + Ability to think independently, and work collaboratively + Recommendation from Intern Hiring Manager during intern experience **Training:** The FA Development Associate receives: + A base salary through the full 12 months in the program. Upon completion of the program, Advisor Development program graduates may become eligible for continued development in a team based financial advisor role + The strength and name recognition of Merrill Lynch and Bank of America + World class investment, sales, and business management training throughout their career + Cutting edge Technology and industry leading platform to leverage for success + Access to a full array of investment and banking solutions for your clients + Mentors and Managers located within your local office to work with you towards your success + Curriculum that includes CFP course work, wealth management curriculum, licensing and essential skills training from Managers and Mentors **Locations** **:** Nationwide, specific geographies vary Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America. **Posting Date** : 07/25/2017 **Location** : US-AL-Montgomery, US-AL-Birmingham, US-AZ-Scottsdale, US-AZ-Phoenix, US-AZ-Tucson, US-AR-Little Rock, US-CA-San Diego, US-CA-Sacramento, US-CA-San Jose, US-CA-Walnut Creek, US-CA-San Francisco, US-CA-Menlo Park, **Travel** : No **Full / Part-time** : Full time **Hours Per Week** : 37.5 **Shift** : 1st shift **Assistance for Applicants with Disabilities** Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities . **Diversity & Inclusion** At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. **Frequently Asked Questions** Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Cbss Financial Crimes Fraud Oversight Manager

U.S. Bank Montgomery ,AL

At U.S. Bank, our name imparts our philosophy—All of Us serving you. We seek to strengthen and grow our communities through a variety of inspiring actions from charitable giving to sustainability. And as the fifth-largest

Posted on September 20, 2017

At U.S. Bank, our name imparts our philosophy—All of Us serving you. We seek to strengthen and grow our communities through a variety of inspiring actions from charitable giving to sustainability. And as the fifth-largest bank in the United States with over 60,000 employees, we’re a respected leader and considered a pioneer of successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, disability or veteran status, among other factors. This position requires a high degree of knowledge related to Fraud, particularly as it applies to banking. The candidate must have extensive and practical knowledge with prior experience in US regulations and/or fraud related functions. The position will focus on fraud oversight and governance for the Consumer Banking Sales and Support (“CBSS”) business line. The successful candidate will navigate a complex fraud management structure within the Consumer space, assuring all parties are moving in the same direction, informed of each other ways/activities, and executing against the same goals. **Job Responsibilities** The CBSS Financial Crimes Fraud Oversight Manager is responsible for implementing and maintaining a fraud oversight function that incorporates various CBSS business unit fraud groups as well as DDA Fraud and CBBD business unit fraud groups, as applicable. In addition to ongoing oversight, they also work directly with the fraud groups to: + Develop and implement Consumer Bank fraud reporting and metrics including KRIs, KPIs, and executive reporting + Leverage reporting, metrics, and industry trends to drive proactive fraud prevention discussions and solutions across the various business units within CBSS, and business lines in the Consumer Bank + Be a central point of contact for CBSS business units and executive management on fraud related activities + Develop and implement fraud oversight procedures and processes + Partner with CBBD to facilitate cross-line discussions and solutions for fraud related risks and controls + Facilitate completion of the Fraud Risk Assessment **Qualifications:** Basic Qualifications - Bachelor's degree, or equivalent work experience - Ten or more years of experience in an applicable risk management environment - Applicable certifications Preferred Skills/Experience - Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business - Considerable knowledge of the business line’s operations, products/services, systems, and associated risks/controls - Advanced knowledge of Risk/Compliance/Audit competencies - Strong leadership and management skills of processes, projects and people - Excellent written and verbal communication skills - Strong analytical, problem-solving and negotiation skills - Proficient computer skills, especially Microsoft Office applications - Adept at multi-tasking and meeting deadlines in high-pressure environment - Results oriented team player - Strong problem solving ability coupled with the ability make decisions autonomously **Job:** Compliance / Quality Control **Primary Location:** Ohio-OH-Cincinnati **Shift:** 1st - Daytime **Average Hours Per Week:** 40 **Requisition ID:** 170027337 **Other Locations:** United States U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.

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79 jobs matching Banking And Financial Services

Business Banking Officer I

Financial Advisor - Alabama

Financial Advisor Development Program

2018 Campus - Financial Advisor Development Program

Cbss Financial Crimes Fraud Oversight Manager

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