Bank of America

Business Development Rep

• Responsible for identifying and developing new client relationships with healthcare professionals in their respective territories through direct calling and networking efforts.
• Key responsibilities include independently developing referral business through intermediaries (consultants, attorneys, accountants, brokers, and realtors), analyzing client financials and product needs, and implementing appropriate sales strategies to carry out responsibilities and achieve production goals.
• Job expectations includes 70% travel, credit acumen, knowledge of products, and presentation skills.

Regional Business Development Officer – Practice Solutions

Financial Planning and Analysis

• Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management.
• Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.
• Conducts review of the model validation analysis to assess the effectiveness of the model validation process.
• Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.
• Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.
• Works closely with teammates from multiple internal audit teams to ensure comprehensive coverage of model uses across various lines of business and control functions.
• Works closely with model stakeholders and senior management regarding communication of audit assessment outcomes.

Quantitative Financial Analyst

Operations

• Manages diverse administrative functions for a large, complex department
• Consults with senior management to evaluate methods and implement changes
• Ensures adherence to governance standards and compliance requirements
• Develops workforce strategy and manages hiring processes
• Monitors operational risk and ensures business continuity
• Collaborates with stakeholders for effective communication and resource distribution

Business Support Manager II – GMT Operations

• Assists in performing analysis to determine timeline, tactics, and impact of threats, events, and incidents
• Participates in the identification and analysis of various cyber security threats
• Supports the analysis of threats, events, and incidents in aggregate to understand the bank's risk and the changing threat landscape to drive action
• Applies a multi-faceted situational awareness of cyber security processes as part of the cyber health function
• Supports the analysis of processes, including but not limited to the evaluation of computer memory and log file analysis
• Briefs management on analysis and tactical responses identified in the review of threats, events, and incidents
• Applies a proactive understanding of cyber security threats to prevent incidents, enhance controls, and drive enterprise change
• End-to-end cyber security monitoring and response.
• Responding to, researching, measuring, detecting and mitigating security attacks that target the network and application layers
• Designing and implementing secure solutions to meet customer/client needs while protecting the Bank’s assets

Network Defense Operations Analyst

Sales

• Associate at this level is responsible for establishing and maintaining strategic relationships with the designated Originations team in support of the line of business.
• This includes ongoing interaction with clients and business partners to support achievement of team goals, client retention and satisfaction, risk mitigation and revenue growth.
• Performs client/prospect/industry sector research.
• Drafts proposal letters and term sheets.
• Develops pitch books.
• Provides systems support to designated Originations team.
• General liaison with clients/bankers.
• Processes awarded deals through internal system and monitors to ensure expeditious underwriting, documentation and funding of transactions.
• Acts in the capacity of a program manager for the processing of periodic funding under master lease lines or tranche funding’s.
• Partners with internal team members to assist with Know Your Customer onboarding.

Senior Leasing Sales Support Associate

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 – Small Business

• 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.

Financial Solutions Advisor

• Provide comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals
• Meeting with clients to review financial and investment goals
• Building a financial plan and recommending brokerage products

• 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

• This job is responsible for driving operational support across multiple locations/site.
• Key responsibilities include influencing site leadership to achieve and exceed key operating metrics.
• Ensure rigorous reporting & inspection routines resulting in consistent operational execution.
• Leading key initiatives, translate strategy into real-time operational deployments.
• Proactively identify/respond to risk issues, make balanced decisions across people, process and technology.
• Incumbent may have staffing responsibility and engaged in performance management activities.

Treasury Consultant – Continuous Process Improvement

• Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Triaging client leads, making referrals to business partners based on client needs and asset thresholds.
• Meeting with clients to review financial and investment goals.
• Building a financial plan and recommending brokerage products.

Customer Support

• Supports the development and maintenance of financial crimes owned policies and standards
• Assists in the production of independent financial crimes risk management reporting
• Assists in the monitoring of changes in regulations applicable to Global Financial Crimes
• Contributes to risk coverage plans, executes independent risk monitoring, testing, and risk assessments
• Assists in the identification, aggregation, reporting, and escalation of the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes

Global Financial Crimes Support Specialist

• Interface with clients in order to structure, negotiate and close complex structured financing transactions that meet the client's financing objectives while achieving the optimal terms and conditions for the Bank.
• Interact directly with lawyers, accountants, appraisers and investors in order to structure terms and conditions.
• Coordinate activities amongst issuing clients and investor syndicates to ensure efficient transaction execution.

Senior Leasing Transaction Management, Equipment Finance

Manager

• Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
• Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
• Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
• Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
• Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
• Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics

Portfolio Manager – Executive Wealth Services

• Responsible for the fulfillment, servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well as leasing and trade products.
• Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment.
• Advises on projects and directs activities of a team related to special initiatives.
• Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function.
• Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control.
• Identifies and recommends responsibilities and accountabilities for key programs/projects.
• Responsible for consultative activities for Syndicated and Corporate Lending fulfillment activities including: acts as a subject matter expert, frequently consulted on the execution of complex loan structuring arrangements.
• Develops and delivers training for new hires; provides up-training and serves as a proficiency coach to operations team.
• Daily quality review process for syndicated loan booking (pre- and post-closing).
• Ensures risk and controls are followed as documented in procedures.
• Exercises discretion and professional judgment in determining appropriate loan structuring having significant client, regulatory, and reputation implications and risk.

Regional Business Development Officer – Practice Solutions

Quantitative Financial Analyst

Business Support Manager II – GMT Operations

Network Defense Operations Analyst

Senior Leasing Sales Support Associate

Business Banking Relationship Manager – Small Business

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Treasury Consultant – Continuous Process Improvement

Financial Solutions Advisor

Global Financial Crimes Support Specialist

Senior Leasing Transaction Management, Equipment Finance

Portfolio Manager – Executive Wealth Services

Operations Consultant