Bank of America

Analyst

• Handling complex products and escalated customer situations regarding possible fraudulent activity
• Completing inbound and outbound calls
• Taking action based on complex transaction characteristics or suspicious documentation
• Researching and resolving fraudulent activity and service support
• Making decisions under uncertain conditions
• Proactively identifying and escalating concerns/issues with a sense of urgency
• Delivering solutions while focusing on retention and re-establishing customer confidence
• Completing enhanced reviews on enterprise fraud referral cases
• Conducting complex research including reasonable investigation and analysis of facts
• Reviewing bank systems of records and public records searches
• Evaluating all evidence in order to determine fraud and mitigate risk
• Analyzing data to detect and identify fraudulent activities and assessing the level of risk to customers and the bank
• Preparing reports for suspicious activity and escalating concerns to senior management
• Managing and prioritizing a large and varied case load effectively and efficiently

Senior Fraud Analyst III – Fraud Referral, Secured Products

Financial Planning and Analysis

• Provide 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
• Recommending brokerage products

Financial Solutions Advisor

• 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
• Recommending brokerage products

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads
• Making referrals to business partners based on client needs
• Meeting with clients to review financial and investment goals
• Building financial plans and recommending brokerage products

Financial Solution Advisor

Client Services Representative

• Analyzes current state processes, existing operations, procedures, and workflows and discovers pain points to develop approaches for potential solutions, including building a business case for improvement recommendations and driving the execution of implementation.
• Coordinates with the business to support defined project tasks, tracking deliverables and their statuses, and measuring progress against ongoing success measures.
• Supports partnerships with operations management to create project impact and provide direction and guidance to internal teams.
• Establishes and maintains relationships with relevant client stakeholders to communicate updates and escalate issues.
• Performs risk management activities to minimize project risks.
• Assists with creating and maintaining comprehensive project documentation.
• Leverages business knowledge to identify opportunities for improvement and supports change execution.

Operations Project Consultant – Client Services Growth Enablement

Sales

• Oversight and management of Global Leasing FLU business governance role activities.
• Establish and maintain global strategic relationships with Enterprise and business partners.
• Support the business through comprehensive knowledge, oversight and application of Global Leasing FLU and Enterprise Policies and Procedures.
• Lead for Single Process Inventory (SPI) FLU Processes, Controls and associated governance.
• Lead Global Leasing FLU Service Enabler Mapping.
• On behalf of Global Leasing, deliver on Enterprise Governance, Compliance, Business Controls, Corporate Audit and GC&OR matters.
• Support Business Product Development through project leadership, global coordination, process improvement and enterprise connectivity initiatives.

Leasing Sales Support Manager

• The Senior Leasing Officer will be responsible for developing existing relationships and bringing in new clients in support of driving lease/loan growth with assigned Originators within their respective markets.
• Responsibilities include: End-to-end sales process on assigned transactions effectively partnering with internal stakeholders
• Partner with assigned Originators to drive incremental revenue
• Client negotiations
• Coordinate and execute market activities with assigned Originators
• Face to face calling with assigned Originators
• Work with Management and Originations on other projects directly linked to improving performance
• Effectively manage relationships
• Develop and maintain vast industry knowledge for sharing within assigned territory
• Partner successfully with Corporate Bankers in a bank environment
• Business development projects under the direction of assigned Originators
• Operate in a teamwork environment

Senior Leasing Officer, Equipment Finance

• Analyzes and interprets large sets of raw data to recommend ways to help the business achieve desired outcomes and make informed business decisions
• Defines, gathers, analyzes, and interprets data using applications and technologies to forecast future trends
• Coordinates the production of product performance reports and updates for senior management
• Responsible for the day-to-day resolution of complex problems and the execution of complex transactions for a single site/business unit or smaller business unit(s), including research
• Participates in the design, development and implementation of complex products, systems and services in a strategy environment

Cons Prod Strategic Analyst II

• Develop existing relationships and bring in new clients in support of driving lease/loan growth
• End-to-end sales process on assigned transactions effectively partnering with internal stakeholders
• Partner with assigned Originators to drive incremental revenue
• Client negotiations
• Coordinate and execute market activities with assigned Originators
• Face to face calling with assigned Originators
• Work with Management and Originations on other projects directly linked to improving performance
• Effectively manage relationships
• Develop and maintain vast industry knowledge for sharing within assigned territory
• Partner successfully with Corporate Bankers in a bank environment
• Business development projects under the direction of assigned Originators
• Operate in a teamwork environment

• 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

• Interface with clients to structure, negotiate and close complex structured financing transactions.
• Interact directly with lawyers, accountants, appraisers, and investors.
• Coordinate activities amongst issuing clients and investor syndicates.

Senior Leasing Transaction Management, Equipment Finance

• Experienced high performing sales professional responsible for handling all aspects of client relationships and internal bank communications for Energy Services opportunities within a sales territory.
• The desired candidate has expertise in originating, structuring, pricing and executing large, complex energy equipment finance transactions, including tax-exempt lease/purchase agreements and energy services agreements.
• Candidate is capable of working independently and leading an integrated deal team effort.

Senior Leasing Sales Specialist – Equipment Finance

• Manages and drives success around line of business performance in key operational and high risk metrics through detailed routines, initiatives, and technology improvements
• Serves as a primary contact to executive leadership and key partners to communicate change initiatives and gain support for the execution of projects and programs
• Monitors process or key metric performance to identify issues and proactively offers solutions to mitigate risk
• Hosts and actively participates in critical line of business meetings to provide regular updates on change initiatives and performance requirements and influences others to help drive success
• Manages strategies and controls to address policy, technology, environmental, and operational gaps
• Acts as a subject matter expert for all line of business products to help design procedures, policies, or career progression models that will enhance the associate and client experience
• Leads people that help support cross functional and high impact strategic initiatives, either directly or through dotted line engagement
• Owns the end-to-end portfolio management of process health assessments, from intake and prioritization through execution, reporting, and follow-up remediation tracking
• Leads assessment strategy and execution using a holistic methodology, incorporating quantitative and qualitative data sources such as Performance Metrics and KPIs, Controls and SPIs, Procedures and job aids, Complaint data and thematic insights, call and chat quality reviews, Voices survey feedback, back-office and operational workflows
• Builds strong relationships and collaborates with business partners to connect themes, validate risks, and ensure alignment throughout the assessment
• Identifies and articulates client pain points, associate challenges, and process inefficiencies, translating findings into clear, prioritized opportunities
• Delivers concise, executive-ready assessment readouts that highlight root causes, impact, and recommended actions
• Influences stakeholders to drive meaningful and sustainable improvements that enhance client experience, process effectiveness, and associate enablement
• Monitors remediation efforts and provides oversight to ensure commitments are met and outcomes achieved
• Continuously evolves assessment methodologies to reflect emerging risks, client feedback, and business priorities
• Provides thought leadership on process excellence, client experience, and control effectiveness across Client Services

Senior Fraud Analyst III – Fraud Referral, Secured Products

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solution Advisor

Operations Project Consultant – Client Services Growth Enablement

Leasing Sales Support Manager

Senior Leasing Officer, Equipment Finance

Cons Prod Strategic Analyst II

Senior Leasing Officer, Equipment Finance

Financial Solutions Advisor

Senior Leasing Transaction Management, Equipment Finance

Financial Solutions Advisor

Senior Leasing Sales Specialist – Equipment Finance

Leasing Sales Support Manager

Portfolio Manager – Client Services, Process Health Assessments