Bank of America

Sales

• Supports end to end treasury sales process for Treasury Sales Officers on the Private Bank GPS Division
• Serves as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset
• Leverages internal partners and resources to coordinate industry, prospect, and client research
• Maintains accountability for the accuracy and integrity of sales data across core systems
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis
• Partners with AML and onboarding teams to facilitate client readiness
• Assists with coordinating the Client Management Process (CMP)
• Conducts industry, client, and prospect research
• Completes price and cost-benefit analysis models
• Develops strategies to grow revenue and deepen existing relationships
• Supports clients through the implementation, client onboarding, and training activities.

Treasury Sales Associate I – Private Bank Global Payment Solutions

Financial Planning and Analysis

• Responsible for capital reporting and analytics
• Calculating risk-weighted assets
• Measuring and monitoring Global Systematically Important Bank (G-SIB) scores
• Developing reports for Lines of Business (LOB) stakeholders
• Implementing new models
• Developing LOB capital forecasts
• Producing peer analytics and impact assessments for new transactions, products, and proposed rule changes

Senior Finance Analyst – Capital Management

Backend Engineer

• Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
• Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained
• Mentors other software engineers and coaches team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack
• Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle
• Performs spike/proof of concept as necessary to mitigate risk or implement new ideas
• Automates manual release activities
• Designs, develops, and maintains automated test suites (integration, regression, performance)

Software Engineer – Java

Risk

• planning and coordinating the execution of project/small program deliverables which requires the engagement of multiple teams
• communicating work objectives, coordinating delivery, facilitating sync points across teams, providing end-to-end visibility into the health of the deliverables, and managing program risk and compliance to standards
• ensuring delivery meets the client’s expectations in terms of the functionality, quality, timeline, and cost
• identifying, assessing, and documenting risks across application support portfolios
• collaborating with stakeholders to gather insights, analyze potential impacts, and develop mitigation strategies
• maintaining a comprehensive risk register, facilitating risk review meetings, and providing clear reporting to leadership
• leading and coordinating routines to support delivery (for example, kick-offs, status reviews, stakeholder meetings, change controls, and tollgates, etc.)
• managing coordination of delivery and dependencies across multiple teams
• facilitating communication and collaboration across organizations to support the deliverable completion and timeline
• providing status updates for the deliverables to stakeholders and leadership pertaining to delivery, risks, issues, and schedule
• working with sponsors and stakeholders to ensure that execution is aligned with deliverable requirements
• supporting resource planning for delivery and execution
• ensuring adherence with Enterprise Change Management standards
• Delivering results through effective team management, structure, and routines
• Engaging with stakeholders to validate and assess risk impacts
• Maintaining and updating risk registers and dashboards
• Developing mitigation and remediation plans in collaboration with stakeholder teams
• Providing risk reporting and insights to senior leadership
• Performing QA on evidence and supporting materials
• Creating and maintaining process documentation to enable consistent process execution within the risk function
• Driving risk identification within the application portfolios
• Collaborating with other Risk partners on issues, risks, exams, and audits
• Coordinating Audit/Exam deliverables among matrixed teams

Technology Risk Analyst

Administrative Assistant

• Providing diverse and confidential administrative support
• Extensive calendar management
• Supporting management with administrative tasks
• Coordinating travel arrangements
• Processing expenses
• Gathering and reporting information relevant to the executive
• Responding to incoming mail
• Assisting with organizing in-person meetings

Administrative Assistant – Mid Land Market

Account Manager

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Business Banking Relationship Manager

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Financial Solutions Advisor – Spanish Preferred

IT Support

• Lead a group of managers who drive the client credit and tax equity relationship
• Oversee the full credit process and the credit deal lifecycle
• Partner with originations, portfolio management, and asset management teams
• Ensure policy compliance, data accuracy, and timely execution
• Challenge end-to-end process efficiency and effectiveness
• Coach to sustain and elevate organizational performance
• Allocate and manage resources efficiently across the organization
• Mobilize organizational resources to meet client needs
• Break down barriers to create a more inclusive environment

Senior Credit Manager – Commercial Real Estate Banking

• Interacts with clients and client teams, within the context of the Client Management Process, to identify opportunities that support the achievement of team and market goals for client delight and retention, non-credit loss/fraud prevention, and revenue growth
• Ensures client data integrity including accuracy, completeness, and timeliness of key data elements of onboarding, Know Your Client (KYC), and operational risk/compliance within the systems of record
• Serves as the point of contact for account openings/closings, escalated issues arising out of the Contact Center, and connects clients with various client team business partners and support teams to navigate service-related issues
• Supports Customer Due Diligence processes, ensuring timely completion and accuracy of policy and regulatory requirements related to Anti-Money Laundering (AML), money services businesses, other high-risk indicators or industries, and related KYC activities
• Conducts research and analysis to compile sales leads and provides the data to the client team and partners

Sales Support Associate – Business Banking

• 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
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Financial Solutions Advisor

Strategy

• Drives innovation and leads change initiatives
• Ensures governance frameworks are followed
• Delivers measurable outcomes through disciplined execution
• Models an inclusive environment for employees and clients

Business Strategy & Intelligence Manager

Bilingual

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of their financial priorities
• Connecting clients to solutions that meet their financial goals

Relationship Banker – Bilingual in English and Portuguese

Product Manager

• Manage Wealth Management Deposit Opportunity Pricing activity
• Contribute to continuous improvement of the opportunity deposit pricing processes
• Engage directly with Wealth field leadership to support opportunity-based pricing requests
• Partner closely with Finance and Line of Business leaders to align opportunity pricing decisions
• Leverage Opportunity Pricing SharePoint to support Opportunity Pricing activities
• Produce quarterly reporting on the opportunity pricing portfolio
• Ensure adherence to deposit pricing strategy, policies, and governance standards
• Maintain strong operational rigor and controls
• Independently manage multiple concurrent priorities

Wealth Management Deposit Pricing Product Manager

Platform Engineer

• Providing leadership, technical direction, and oversight to a team delivering technology solutions
• Oversight of the design, implementation, and maintenance of complex computer programs
• Align technical solutions to business objectives and ensure compliance with software development standards
• Conducting multiple software implementations with depth and breadth in knowledge of several technical competencies
• End-to-end ownership of application build, environment setup, and platform integration to production stability
• Incident management and continuous improvement

Senior Platform Engineer – Feature Lead, Development & L1/L2 Support Integration

Technical Product Manager

• Generates the vision and roadmap for the product to align with strategic direction for the business or technology domain
• Communicates the product vision and roadmap to stakeholders and the team
• Collaborates with stakeholders to understand their needs and problems
• Prioritizes and creates work for a team, learning to collaborate with cross-functional teams
• Owns and manages the product backlog, ensuring a continuous pipeline of well‑defined, prioritized Epics, Features, MBIs, and user stories with clear acceptance criteria
• Reviews and accepts stories and makes decisions regarding scope and requirements
• Partners with the team to ensure that optimum value is obtained through technology and through subject-matter expertise of the business