Bank of America

Strategy

• Supporting the development and execution of strategic initiatives and/or processes
• Defining, developing, executing, monitoring, and/or refining strategic initiatives
• Managing the relationship for initiatives associated with the Financial Center and ATM network
• Strong communications skills and partnership with business partners and stakeholders
• Developing strong partnerships and coordination with business partners

Business Strategy Manager – ATM Channel Management

Financial Planning and Analysis

• The GWIM Credit Officer acts as an extension of the Credit Advisors.
• Responsible for actively developing and supporting strategies to identify and deliver credit opportunities
• Ensure wealth management clients are knowledgeable of the Banks full suite of GWIM credit solutions
• Support the flawless delivery of these solutions through a high-touch advisor/client experience
• Establish new credit relationships with the financial advisors wealth management clients/ prospects
• Support/expand existing GWIM credit relationships with the intent of generating balance and revenue growth

Credit Officer, Global Wealth & Investment Management

Product Manager

• Maximize the value for enterprise identity management infrastructure product capabilities.
• Define the vision and roadmap for Identity Management based on customer requirements, industry trends, and regulations.
• Define and prioritize features/epics in the program backlog.
• Support and collaborate with stakeholders throughout delivery.
• Oversee the budget(s) for their product(s).
• Continuously oversee product inventory, performance, risk, and usage metrics to monitor product health.

Identity Management Product Manager

• Maximizing the value for one or more products
• Working with stakeholders to understand their needs
• Aligning on priorities and creating the vision and roadmap for the product
• Ensuring delivery of products that meet the expectations of clients
• Responsible for product planning and execution throughout the full product lifecycle
• Gathering and prioritizing product and customer requirements
• Defining the product vision
• Working closely with engineering, cybersecurity, supply chain, marketing, operations, and support teams

Product Owner – Endpoint Browser, OS

• Obtain Securities Industry licenses and participate in dedicated classes for the SIE, Series 7 and Series 66 Exams
• Build and manage client relationships, guiding them to achieve their financial goals
• Work in a financial center delivering banking, investment solutions, and client care
• Collaborate with banking and investment partners to meet clients' financial needs

Financial Solutions Advisor

• 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 Crime

• Manages team responsible for execution of Decision Testing Quality Control on AML Investigations process
• Responsible for identifying thematic trends across Decision Testing Quality Control
• Advises and directs the development and maintenance of financial crimes owned policies and standards
• Produces and/or oversees independent financial crimes risk management reporting
• Monitors the changes in regulations applicable to Global Financial Crimes
• Participates in industry forums and monitors regulatory expectations
• Escalates financial crimes related compliance and operational risks
• Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues

Global Financial Crimes Manager

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Merrill Advisor Development Program

Backend Engineer

• Defining architectural vision and solution aligned to enterprise architecture strategy
• Consulting with business and operations to identify and improve technology use
• Planning and prioritizing technology focused backlog items for architecture runway
• Performing design and code reviews for non-functional requirements
• Defining and executing cloud and platform architecture strategy

Technical Architect

• Provide clients with holistic financial advice and guidance via phone
• Maintain U.S. client relationships by providing day to day service and advice
• Identify prospective clients and welcome new clients to the platform
• Set clear client expectations for a smooth transition of the relationship
• Strengthen client relationships by anticipating needs and exceeding service expectations

Financial Solutions Advisor – Bilingual Spanish, Series 7, 66

Sales

• Supports end to end treasury sales process for Treasury Sales Officers
• Serves as a key client facing resource
• Maintains accountability for the accuracy and integrity of sales data
• Partners with AML and onboarding teams
• Conducts industry, client, and prospect research

Treasury Sales Associate I – Private Bank Global Payment Solutions

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
• 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

• 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 coach 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

• Completes investigations while overseeing cases meet or exceed closure and quality metrics
• Completes Suspicious Activity Reports (SAR) in a timely and accurate manner
• Reports facts of the investigation to senior stakeholders
• Partners with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations
• Performs quality control functions

GFC Investigator – Brokerage, AML

• Completes investigations while overseeing cases meet or exceed closure and quality metrics
• Completes Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcement
• Reports facts of the investigation to senior stakeholders, assisting in identifying potential operational or compliance risks and partners with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations
• Performs quality control functions, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities in an investigative support role

Business Strategy Manager – ATM Channel Management

Credit Officer, Global Wealth & Investment Management

Identity Management Product Manager

Product Owner – Endpoint Browser, OS

Financial Solutions Advisor

Financial Solutions Advisor

Global Financial Crimes Manager

Financial Advisor – Merrill Advisor Development Program

Technical Architect

Financial Solutions Advisor – Bilingual Spanish, Series 7, 66

Treasury Sales Associate I – Private Bank Global Payment Solutions

Financial Solutions Advisor

Software Engineer – Java

GFC Investigator – Brokerage, AML

GFC Investigator, Brokerage – AML