Bank of America

Financial Planning and Analysis

• 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

• This job is responsible for managing a financial center and it's employees on a day-to-day basis
• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution
• This position may also have responsibilities for managing associates

Financial Center Manager

• Provides comprehensive advice and customized solutions to clients
• Triages client leads and refers to business partners
• Meets with clients to review financial and investment goals
• Builds financial plans and recommends brokerage products
• Completes required licenses and trainings

• 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.

• Analyzes and interprets tax laws and regulations
• Assists in the preparation of tax planning and compliance strategies
• Prepares and reviews federal, state, and local tax returns
• Researches and analyzes tax issues
• Supports the preparation of tax compliance and reporting requirements
• Prepares and reviews tax estimates and projections
• Identifies and implements process improvements

Senior Tax Professional

• Managing clients and related credit products
• Partnering closely with relationship management, sales/trading, treasury management, operations and risk teams to support the client relationship
• Underwriting, monitoring, managing operational needs and/or client requests
• Credit-focused client management responsibilities
• Providing feedback to less experienced teammates
• Covering a portfolio of asset-based lending clients
• Delivering credit solutions and managing risk
• Analyzing client trends to identify opportunities and manage risk
• Pitching credit opportunities, reviewing and negotiating legal documentation
• Overseeing the work of junior associates
• Managing accounts through restructurings and bankruptcy processes

Credit Officer II – Asset Based Finance

Manager

• Work for GMO Data Strategy team for projects at GMO level
• Individual Contributor having knowledge and experience to provide technical solutions as part of Data Strategy initiatives
• Have good understanding of SQL and data tables
• Troubleshoot and provide solution using SQL queries e.g. MARS database, SQL plex and Tera data

Assistant Manager

Sales

• Direct management of the US based team, along with global accountability for driving best practice with the TSCOs in Asia, Canada, Europe and LatAm
• Accountable for responsible revenue growth across the team, and own portfolio
• Focused on strategic planning, increasing profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery
• Collaborate with key stakeholders, including Corporate Bankers and colleagues across Trade, Liquidity, Investments, and Foreign Exchange, to develop customized treasury solutions that meet client objectives
• Focus on growth of new and underpenetrated client relationships and expansion of existing relationships
• Maintains a strong client focus, treasury expertise, understanding of evolving tech, innovation, along with a broad understanding of bank structure and the operational aspects of global cash management products and services
• Responsible for strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen
• Provides unlimited client interactions with on-site or virtual meetings, industry conferences, roundtables, and client events
• Promotes team leadership through presenting a strategy for best practice with the global TSCO team, via coaching, introducing best practices, standardizing processes, leading through example, encouraging teamwork, communication, and collaboration

Treasury Sales Manager – GPS Corporate Sales

Program Manager

• Overseeing programs and projects specific to corporate change initiatives
• Serving as the primary contact to department managers for critical change initiatives
• Communicating and negotiating vertically and horizontally to obtain or leverage resources
• Delivering regulatory and executive materials and ensuring results align to program strategy
• Defining program controls, processes, and procedures
• Monitoring execution of defined tasks through tracking of milestones
• Analyzing, evaluating, and overcoming program risks
• Working with project sponsors and cross-functional teams
• Creating a clear approach to guide effective program setup, execution, and control

Product Designer

• Design, optimize and deliver useful and elegant, best-in-class digital experiences working from a multidisciplinary, holistic perspective from concept to execution and implementation.
• Apply a broad range of product design capabilities across user experience and visual design to craft complete product and experience solutions.
• Partner with a diverse set of project stakeholders and cross-functional teams – including product management and engineering.
• Build influence and partnerships with stakeholders outside of ongoing project work.
• Collaborate with product design, content design, design research, design operations, and design technology across the team.
• Design developer-ready low- to high-fidelity artifacts, developer-ready assets, and prototypes.
• Deliver exemplary solutions leveraging and anticipating internal and external best practices and methods.
• Design digital experiences across web, mobile web, and native apps (iOS and Android).

Experience Design, Product Design

• This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients.
• Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams.
• The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Not For Profit Healthcare companies and Higher Education.
• The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise.
• Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.
• Articulate and understand the, not-for-profit, healthcare and higher education environment with respect to reform and other industry issues.

Treasury Sales Officer I – Healthcare Not For Profit, Higher Education

• Execute overall XD operational strategy by being accountable for reporting, data management and routines that ensures optimal resource management and XD project delivery.
• Operate from a holistic perspective from concept to execution and implementation.
• Support program delivery by coordinating with team leads and maintaining workflow tracking.
• Develop and deliver reporting that enables decisions through data and storytelling – including product management and engineering.
• Build influence and partnerships with stakeholders outside of ongoing project work.
• Perform regular and ad hoc analysis leveraging automation systems (Jira integrations, MS Copilot, etc) and produce reporting for managers and senior leadership.
• Demonstrate and manage strong suite of overall XD agile processes, including PI Planning, Sprint planning and management, and Jira data hygiene.
• Assist XD leaders with resource management, contractor funding, and demand/supply reporting to make the case for incremental resources, as needed.
• Facilitate process improvement and streamlining of routines to manage risk and drive operational excellence.
• Build relationships and influence with immediate and extended teammates including researchers, technologists, designers and delivery managers.
• Seek out any and all issues blocking the XD organization from providing the highest possible value.
• Proactively collaborate across all organizations to find creative solutions.
• Communicate effectively and engage with a diverse set of project teammates, partners, and stakeholders – including product management and engineering to understand prioritization, strategy and decisions.
• Build influence and partnerships with stakeholders outside of ongoing project work.
• Work on multiple designs/projects, managing time and expectations with stakeholders across the organization and Experience Design, staying knowledgeable on project and product details.
• Respect standards and frameworks in work and champion best practices and contribute to best practices while also helping with innovative digital, technology, and AI experiences.
• Evaluate and benchmark design operations and use data management industry practices.
• Use excellent visual, communication and storytelling skills and demonstrate thought leadership by challenging the status-quo, present independently and navigate questions.

Experience Design I, Design Operations

Frontend Engineer

• Provides exceptional client care by providing advice oriented solutions with Consumer Lending and Core Banking products
• Engages in community development, outside sales activities, and external networking to responsibly grow client and market share
• Understands lending processes and credit guidelines to best develop solutions for each client's needs
• Manages daily client and loan pipelines with astute organization, follow up, and high degree of collaboration with loan fulfillment partners
• Leverages digital solutions, providing clients with a choice in preferred service pathways
• Maintains and adheres to all federal and state regulations and bank operational requirements, delivering compliant client advice conversations and fulfilling financial goals

Enterprise Lending Officer

• Direct management of the US based team, along with global accountability for driving best practice with the TSCOs in Asia, Canada, Europe and LatAm.
• Accountable for responsible revenue growth across the team, and own portfolio.
• Focused on strategic planning, increasing profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
• Collaborate with key stakeholders, including Corporate Bankers and colleagues across Trade, Liquidity, Investments, and Foreign Exchange, to develop customized treasury solutions that meet client objectives.
• Focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
• Maintains a strong client focus, treasury expertise, understanding of evolving tech, innovation, along with a broad understanding of bank structure and the operational aspects of global cash management products and services.
• Responsible for strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
• Provides unlimited client interactions with on-site or virtual meetings, industry conferences, roundtables, and client events
• Promotes team leadership through presenting a strategy for best practice with the global TSCO team, via coaching, introducing best practices, standardizing processes, leading through example, encouraging teamwork, communication, and collaboration

Treasury Sales Manager, Corporate Sales

• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence
• Creates an inclusive team where members are treated fairly and respectfully
• Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement
• Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results
• Leads and encourages the identification, escalation and resolution of potential risks
• Knows and develops team members through coaching and feedback
• Manages expenses and demonstrates an owner’s mindset
• Recruits, on-boards and develops talent, and supports talent mobility for career growth
• Delivers results through effective team management, structure, and routines

Financial Solutions Advisor

Financial Center Manager

Financial Solutions Advisor

Financial Solutions Advisor

Senior Tax Professional

Credit Officer II – Asset Based Finance

Assistant Manager

Treasury Sales Manager – GPS Corporate Sales

Program Manager

Experience Design, Product Design

Treasury Sales Officer I – Healthcare Not For Profit, Higher Education

Experience Design I, Design Operations

Enterprise Lending Officer

Treasury Sales Manager, Corporate Sales

Market Financial Center Manager