Bank of America

Product Manager

• Product ownership of the billing & pricing maintenance landscape for transaction services products, closely collaborating with business partners including Sales, Product Management, Operations, Service, and Technology.
• Work as part of a dynamic team with local and global Revenue Management colleagues to ensure accurate pricing and collection of fee revenue.
• Facilitate the incorporation of new products and functionality into Account Analysis billing systems, while appropriately mitigating risk from a billing perspective in line with GPS Principles.
• Lead implementation of price changes to ensure accurate client billing, statement, and fee collection.
• Work closely with pricing leads to ensure a seamless pricing process across the billing environment.
• Drive simplification and standardization of global billing processes across the landscape with Operations and Technology.
• Directly assist with business cases for billing application enhancement to improve efficiency and effectiveness of the domestic billing environment.
• Serve as a strategic special project manager for unique client-facing solutions.

Treasury Product Manager I

Customer Success Manager

• Directs and leads a delivery team aligned to a portfolio and mentors Delivery Leads
• Manages and improves portfolio operations and governance processes, ensuring risks and roadblocks are escalated and resolved quickly
• Builds relationships with business and technology executives across multiple organizations, as well as Compliance and Risk Partners with the key stakeholders and leaders to define the vision and creating the portfolio roadmap aligned to strategic goals
• Provides status updates and reporting for the portfolio to stakeholders and leadership pertaining to the desired outcomes, delivery, risks, issues, and schedule
• Manages overall portfolio financials, Profit and Loss (P&L), and performance
• Ensures adherence with Enterprise Change Management standards
• Serves as the primary technology liaison for senior Global Banking stakeholders, translating business strategy into a cohesive CRM and AI technology roadmap

Portfolio Delivery Manager – Enterprise CRM, Global Banking AI

Director

• Support the development and delivery of the overall digital strategy for a portfolio of medium to large digital programs
• Identify strategic and operational risks and opportunities
• Build partnerships across the enterprise to determine priorities and project direction
• Coach, develop talent, and direct the work of multiple associates

Digital Director

Financial Crime

• Performing end-to-end investigations or investigations support functions of external financial crimes activities across one or more lines of business
• Conducting routine to complex investigations, including fraud committed by external parties, money laundering, or terrorist financing
• Acting as the liaison to Law Enforcement as required
• Providing coaching and inputs to investigators to improve case quality
• Ensuring all cases are sufficiently investigated and findings are adequately documented
• Reviewing and analyzing investigations, making recommendations for enhancements

GFC Investigator – Commercial, AML/Fraud

Financial Planning and Analysis

• Provide comprehensive advice to clients in a contact center environment
• Collaborate with business partners to help clients achieve financial goals
• Build and manage a portfolio of clients providing exceptional client care
• Deliver client reviews and presentations with confidence
• Connect clients to solutions provided through Bank of America and Merrill

National Financial Solutions Advisor I – Series 7 Required

• Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
• Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
• Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
• Delivers exceptional service to clients by answering general account inquiries
• Accurately executes and confirms trade orders as well as a variety of securities transactions initiated by self-directed clients
• Assists clients with brokerage consumer website usage and navigation
• Maintains current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Investment Consultant II

Risk

• This job is responsible for providing risk oversight and advice to the Line of Business (LOB) on risk management issues.
• Key responsibilities include identifying risks to which the LOB is exposed, implementing measures to prevent and mitigate losses, and monitoring risk outcomes.
• Job expectations may include the ability to recognize all risk categories including credit, market, operational and compliance, as well as directing risk staff or participating in establish risk management procedures and standards.

Risk Manager

Events

• Works with Segment Leads, MRMs/LMS, LMD and LOB partners to develop event/content strategy
• Partners to develop the strategic objectives, budget and execution plan for each program
• Coordinates the planning, management and execution of events, both in person and virtual
• Manages end-to-end event execution including detailed budget creation, sourcing, and logistics planning
• Provides on-site support of logistics for events, attendee, and risk management

Events Manager

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• Accurately and efficiently processing cash transactions for clients as needed
• 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

Relationship Banker

Analyst

• Serve as the primary liaison to Global Risk Analytics (GRA), translating Merchant Services business context, data nuances, and risk dynamics into actionable insights
• Partner with GRA to ensure effective model oversight, including performance monitoring, lifecycle management, and adherence to policy and regulatory expectations
• Proactively identify, assess, escalate, and help remediate model risks, ensuring alignment between governance standards and real-world business application
• Influence and shape model governance practices within a frequently evolving oversight structure
• Partner closely with a strategic vendor partner to deeply understand underlying data, performance dynamics and model or data changes; support and materials required to successfully obtain Model Risk Management (MRM) approval for next generation models
• Provide strong analytical support to GRA, MRM and LOB partners, leveraging data to evaluate model behavior, identify emerging risk and support strategic decision-making
• Develop and maintain custom reporting and monitoring frameworks to track model performance, input stability and outcomes
• Drive and contribute to strategic enhancements, including model upgrades, version changes and evaluation of new tools and methodologies
• Ensure models remain fit-for-purpose, well-documented and aligned to business objectives and governance standards

Merchant Services Data & Modeling Analyst

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals
• Meeting with clients to review goals
• Building financial plans and recommending products

Financial Solutions Advisor

Data Analyst

• ensuring operational data is fit for purpose
• defining controls, and monitoring processes are in adherence to enterprise data management standards
• triaging and remediating data incidents
• performing data analysis
• training new users
• performing impact analysis stemming from data updates
• helping in defining access and ownership of data by domain
• conducting quality control
• overseeing data maintenance
• developing and executing on Enterprise Data Management policies and standards

Senior Data Analyst – Sanctions, Filter Support

• Works with clients to plan their short and long-term financial goals
• Recommends banking and investments strategies
• Triages client requests and makes referrals to appropriate service providers
• Identifies and engages potential new clients
• Provides coaching and feedback to referral partners

Business Analyst

• Analyze merchant processing statements
• Work directly with internal sales representatives for cost analysis and optimization
• Facilitate and create training material and presentations
• Research internal technical and procedural questions

• 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.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.