Bank of America

Strategy

• Lead team leaders and employees developing strategies and analytics to understand portfolio risk, increase profitability, and optimize operational performance
• Establish department-wide strategies and oversee portfolio trend analysis, forecasting, and risk/control performance
• Lead large-scale initiatives improving risk management, profitability, and control oversight
• Identify business trends based on economic and portfolio conditions and communicate findings to senior management
• Coach employees on structuring complex problems, performing analysis, and communicating results and implications
• Build and maintain strategic relationships across product, technology, and business control functions
• Manage targeting strategy and campaign design for SB Card monthly campaigns driving 300k+ annual account bookings
• Own targeting models end-to-end and enhance models using results, trends, and policies to maximize campaign performance and marketing budget use
• Develop campaign strategies including offer and channel details and partner with legal, compliance, UCRA, MDUG, and channel stakeholders to execute campaigns
• Own acquisition performance management, delivering actionable insights, executive reporting, and strategic recommendations
• Monitor account growth, response rates, approval rates, profitability, and campaign ROI to guide investment and targeting decisions
• Lead technology projects related to offer capabilities, including gaming logic and pre-qualification functionality; participate in PI planning, user testing, validation, and rollout

Consumer Product Strategy Manager II

Banker

• Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct in-depth conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker

Executive

• Deliver independent, consultative treasury advisory services to multinational corporations, financial institutions, and public sector organizations
• Advise senior client stakeholders on treasury strategy, operating models, and transformation initiatives
• Lead consultative discussions and develop tailored insights and recommendations
• Develop advisory content, diagnostic frameworks, and strategic perspectives
• Collaborate with GPS Sales, Client Coverage, Product Management, product, sales, and client relationship teams
• Provide expertise on international expansion, shared service centers, liquidity management, resilience, governance, compliance, treasury technology, and treasury transformation
• Support mergers, acquisitions, divestitures, risk management, order-to-cash and procure-to-pay optimization, cash forecasting, in-house banking, and treasury centralization initiatives
• Research global treasury trends, market developments, competitive dynamics, and emerging operating models
• Develop presentations, white papers, and client-facing thought leadership materials
• Represent Bank of America at industry forums, conferences, and client events
• Contribute to advisory frameworks, tools, and methodologies
• Support proposal development and client presentations
• Manage client engagements, reviews, account management, complex deals, and emerging solution opportunities
• Present at key industry events and lead consultative discussions
• Assist banking line partners with treasury management, product risk, and policy application
• Manage segment initiatives and develop programs and policies for Global Treasury solutions and local market strategies
• Act as product or industry expert in client call planning and strategic client reviews

Treasury Advisory Executive

Financial Planning and Analysis

• Manage a financial center in collaboration with senior team members
• Support operational excellence and ensure the financial center runs effectively and cohesively
• Oversee smooth and efficient teller-line functioning
• Ensure day-to-day policy and procedure adherence
• Improve financial center performance
• Ensure directives are implemented
• Assume leadership responsibility for the financial center when teammates are absent
• Manage client traffic, engage clients, route them appropriately and foster client retention
• Manage business results through formalized management routines and coaching
• Create a world-class client experience environment
• Manage market-level initiatives prescribed by market leaders
• Drive operational excellence by engaging employees on business strategy
• Manage organizational priorities and effective execution

Financial Assistant Manager

Compliance

• Execute second line of defense compliance and operational risk oversight for Front Line Units, Control Functions, and/or third parties
• Ensure Global Compliance Enterprise Policy, Operational Risk Management Enterprise Policy, Compliance and Operational Risk Management Program, and Standard Operating Procedures are implemented
• Identify, challenge, escalate, and mitigate risks in a timely manner
• Provide oversight and challenge for Global Operations Technology and Client Data Platforms and Enterprise Risk and Finance Technology
• Assess risks and effectiveness of Front-Line Unit processes and controls for compliance with applicable laws, rules, and regulations
• Respond to regulatory inquiries, audits, and examinations
• Provide independent compliance and operational risk oversight of Front-Line Unit or Control Function performance and related third-party/vendor relationships
• Identify and escalate problems and drive root-cause remediation actions
• Conduct monitoring and independent reviews of Front-Line Units
• Monitor process, risk, control, and metric inventories for risk appetite and limits
• Report compliance or regulatory violations
• Assist in developing independent risk management reporting for country/regional governance and management routines
• Analyze and interpret laws, rules, and regulations to advise stakeholders and manage risks
• Review and challenge process, risk, Single Process Inventory, and Risk and Control Self-Assessment themes and trends
• Monitor the regulatory environment for changes applicable to areas of coverage
• Monitor and assess adherence to Global Technology policies and standards
• Perform inline reviews of ITGPST issue management activities, including remediation of regulatory issues
• Work with senior leaders across Global Technology and Risk to influence decisions on AI technology risk
• Help define risk management approaches for AI, accessibility, and developer enablement

Technology Compliance and Operational Risk Manager

Client Partner

• Develop and manage dealer relationships to increase auto applications and loan production sales
• Prospect new clients and articulate program benefits
• Manage all aspects of dealer portfolios after signing
• Partner on referral opportunities and cross-sell Merrill Edge
• Work with underwriting and fulfillment partners to manage underlying risks
• Execute risk management activities, including monitoring dealer activity and negative news
• Capture market intelligence and provide feedback to leadership
• Represent Consumer Vehicle Lending in the market
• Host client engagement events and industry conferences
• Participate in local market leadership activities and work with DFS partners

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

• Lead risk management activities supporting a technology division in a fast-paced environment
• Balance priorities, drive delivery, and execute with a focus on team success
• Partner across CIO teams within Global Technology and engage with senior technology leaders
• Lead a risk portfolio for designated Technology Executives by partnering with leaders and their teams
• Apply risk and technology expertise to identify, escalate, and mitigate compliance and operational risks
• Perform impact assessments, identify root causes, and support technology control activities
• Monitor issues through their lifecycle, including action plan development, validation, and approval reviews
• Communicate with senior internal and external stakeholders and collaborate across Technology, Operations, Audit, GCOR, and GIS
• Drive routines that promote a strong, sustainable risk culture across the technology team
• Ensure adherence to enterprise-wide standards and risk management practices
• Assess the design and effectiveness of the risk and control environment
• Perform monitoring and testing of controls; identify issues and control improvements for remediation
• Lead implementation of optimized controls and enhanced Quality Assurance practices
• Manage the performance and productivity of team members conducting quality inspection reviews
• Ensure timely execution of QA activities, including control execution, case management, and results reporting
• Manage and review front-line unit responses for regulatory exams, internal audits, and monitoring and inspection reviews
• Ensure data accuracy and capture relevant inspection metrics for governance dashboard reporting

Business Control Manager – Technology Risk, Regulatory Engagement Lead

Operations

• Develop and maintain models for the line of business, including volume forecasts, capacity plans, and vendor models
• Develop and maintain time-series models using advanced algorithm-based forecasting techniques
• Partner routinely with Front-Line Units to ensure model accuracy
• Present model production and performance findings to executive leadership and key stakeholders
• Support ongoing model monitoring to adhere to Model Risk Management guidelines
• Drive forecast consistency and innovation across the team
• Drive horizontal consistency in model development and usage across peer groups
• Improve forecasting performance and efficiency
• Apply statistical models and business intelligence to maintain strategic volume forecasts for capacity planning

Quantitative Operations Associate – Volume Forecaster

• Develop and maintain capacity planning and resource optimization models
• Develop and maintain volume forecasts, capacity plans, and vendor models
• Partner routinely with Front Line Units (FLUs) to ensure model accuracy
• Conduct model production and performance presentations with executive leadership
• Evaluate new opportunities and implement enhancements to capacity model inputs, processes, and outputs
• Drive capacity modeling consistency and innovation across Resource Analytics
• Modernize existing capacity models using advanced simulation and optimization techniques
• Support documentation and adherence to Model Risk Management (MRM) guidelines and requirements
• Drive consistency in model development and usage across peer groups
• Monitor models to improve forecasting performance and efficiency

Quantitative Operations Associate – Capacity Modeler

Full-stack Engineer

• Develop and deliver complex software requirements to accomplish business goals
• Design, develop, test, and maintain native iOS applications using Swift, SwiftUI, and UIKit
• Build and consume RESTful APIs and integrate mobile applications with backend microservices
• Develop and enhance backend services using Java, Spring Boot, and Microservices architecture
• Code solutions and unit test requirements according to acceptance and compliance criteria
• Design and modify architecture components, application interfaces, and solution enablers
• Design, develop, and maintain automated integration, regression, and performance test suites
• Automate manual release activities and support CI/CD pipelines and deployment automation
• Collaborate with product owners, UX designers, architects, and engineering teams
• Participate in code reviews, technical design discussions, and architecture reviews
• Troubleshoot, debug, and resolve production issues across mobile and backend platforms
• Execute story refinement, requirements definition, estimation, and proof-of-concept work
• Mentor junior software engineers and coach the team on CI/CD practices and engineering best practices
• Ensure application security, performance, scalability, and reliability

Software Engineer III, iOS, Java Developer

Account Manager

• Provide advice and valuable financial solutions to complex Global Commercial Banking clients and prospects
• Serve as the primary point of contact or trusted advisor
• Acquire, deepen, and maintain profitable client relationships through sales and prospecting
• Manage an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion
• Help companies save, borrow, and invest for current and future needs
• Understand and interpret financial and cash flow statements to assess companies’ financial conditions and industry trends
• Collaborate with domestic and international teammates, including Investment Banking, Foreign Exchange, and Wealth Management
• Facilitate relationships with Product Specialists in Credit, Treasury Management, and Merchant Services
• Design and deliver financial solutions to clients and prospects
• Lead dialogue with complex clients and prospects about industries, capital structures, and business issues
• Identify cross-selling opportunities and increase client satisfaction
• Coach and mentor peers
• Adapt to changes in sales practices and market and industry conditions

Senior Relationship Manager – Global Commercial Banking, Middle Market

Bilingual

• Engage clients in the lobby
• Educate and assist clients with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients' financial and life priorities
• Connect clients with solutions aligned to their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Grow business knowledge and network by partnering with small business, lending, and investment experts
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker – Bilingual Spanish

• Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines and comply with applicable laws and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions for clients
• Conduct deep conversations to understand clients' financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Lead and execute internal control discipline and operational excellence within a Line of Business or Enterprise Control Function
• Execute processes and tools to drive adherence to enterprise-wide standards
• Assess the design and effectiveness of risk and control environments
• Perform monitoring and testing of controls and identify issues and improvements for remediation
• Lead implementation of optimized controls and enhanced Quality Assurance practices
• Manage the performance and productivity of team members conducting quality inspection reviews
• Ensure timely execution of QA activities, control execution, case management, and results reporting
• Manage and review front-line unit responses for regulatory exams, internal audits, and monitoring reviews
• Ensure accurate data and relevant information are captured for inspection metrics and governance dashboards
• Lead complex technology-focused Regulatory/Audit exams or GCOR assessments
• Develop strong, well-positioned response materials
• Apply technical knowledge to address questions and coordinate with subject matter experts
• Manage assessment timelines from exam start through completion
• Analyze questions and author, edit, and review responses and technical overviews or deep-dive presentations
• Review technical evidence and ensure complete and accurate responses
• Analyze control deficiencies and drive appropriate disposition
• Interface with organizational leaders and stakeholders to ensure risk and regulatory awareness
• Drive collaboration across Technology, Operations, Audit, GCOR, and GIS teams

Consumer Product Strategy Manager II

Relationship Banker

Treasury Advisory Executive

Financial Assistant Manager

Technology Compliance and Operational Risk Manager

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

Business Control Manager – Technology Risk, Regulatory Engagement Lead

Quantitative Operations Associate – Volume Forecaster

Quantitative Operations Associate – Capacity Modeler

Software Engineer III, iOS, Java Developer

Senior Relationship Manager – Global Commercial Banking, Middle Market

Relationship Banker – Bilingual Spanish

Relationship Banker

Relationship Banker

Business Control Manager – Technology Risk & Regulatory Engagement Lead