Bank of America

Strategy

• Supporting the development and execution of strategic initiatives and/or processes
• Defining, developing, executing, monitoring, and/or refining strategic initiatives and processes
• Leading operations of a highly complex environment
• Connecting with line of business partners to grow the business responsibly while driving operational excellence
• Building and executing business initiatives and/or processes while partnering with line of business stakeholders
• Developing a cross-channel experience that delivers exceptional client care
• Managing key performance indicators and leadership development

Business Strategy & Initiatives Manager – Inbound Calling Integration Manager

Manager

• Manage internal control discipline with focus on sales practice, sales integrity, and conduct controls.
• Drive synergies and standardization across sales outlier monitoring controls both internally and cross those FLUs who participate in governance routines which this team runs.
• Iteratively monitor effectiveness of current strategy portfolio while helping drive proactive strengthening.
• Drive end-to-end consistency of sales integrity monitoring, inclusive of proactive risk identification, strategy design, data control, and thematic analysis.
• Maintain evidentiary documentation, and partner closely with senior leadership across multiple lines of business, GCOR, supervision, legal, and HR/ER to drive sales practice oversight.
• Candidate must have strong executive presence and be capable communicating results & calls to action to executive leadership.
• Acts as an ambassador of our risk culture.

Business Control Manager

IT Support

• Monitor and manage loan pipelines to ensure timely and accurate processing.
• Provide coverage during planned/unplanned absences to maintain business continuity.
• Identify and resolve bottlenecks, escalations, and rush requests in collaboration with the team and partners.
• Perform daily reviews of the lending pipeline to identify and address high-level risks and opportunities.
• Serve as a primary contact for clients throughout the loan process, ensuring timely communication and document collection as required for coverage needs.
• Conduct outbound calls, emails, and digital outreach to support WMLO’s and maintain client engagement as needed.
• Ensure LCA’s are helping clients to be connected to the bank’s digital capabilities and oversee consistent follow-up routines to meet client needs.
• Review lending pipelines to identify documentation gaps and proactively resolve them to avoid delays.

Wealth Management – Credit Administrator

Operations

• Responsible for day-to-day resolution of complex problems
• Research and execute complex transactions for a single site/business unit
• Advise on the design, development, and implementation of complex products, systems, and services
• Consult on present-state, develop alternative approaches, and facilitate implementations
• Identify and recommend responsibilities for key programs/projects

Operations Consultant

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

• Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Triaging client leads and making referrals to business partners based on client needs and asset thresholds.
• Meeting with clients to review financial and investment goals and building a financial plan.
• Recommending brokerage products and strategies that align with client financial goals and needs.
• Identifying and engaging potential new clients through referrals or financial center clientele.

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on client needs.

• Works with clients to plan their short and long-term financial goals
• Recommends banking and investments strategies that align with client financial goals
• Triages client requests and makes referrals to appropriate internal service providers
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals
• Provides coaching and feedback to referral partners

Analyst

• Analyzes asset performance by comparing it to past performance, projections, and industry standards
• Reviews transaction reporting, assesses the client's compliance with performance covenants, and renews risk ratings, while recommending changes as warranted
• Assists in the underwriting, credit risk analysis, negotiation, and closing of new transactions or existing transactions, while adhering to all relevant policies and procedures
• Completes risk rating scorecards based on results of cashflow stress analysis and assessing compliance with internal scorecard methodology
• Reviews new business opportunities being presented by the front line, provides early feedback on structure/terms and client selection in the screening process to ensure transactions fit within risk appetite
• Partners with the frontline unit and credit officers with structuring, underwriting, and documenting credit solutions for clients and with managing client relationships
• Assists with ongoing and ad hoc reporting on portfolio composition and look-through asset attributes

Credit Analyst II/III – Global Markets Credit

Product Manager

• Responsible for maximizing the value for one or more products
• Work with stakeholders to understand their needs
• Ensure delivery of products that meet client expectations, including features, security, availability, resiliency, timelines and costs
• Support the Employee Experience Technology (EET) team under Global Technology
• Develop and sponsor tactics to achieve strategic objectives across functional groups
• Drive financial health for the organizations
• Liaise between the business, finance, and GT partners on centralized protocols
• Lead business case analysis towards organization business improvement while achieving economic value against financial targets
• Oversee the EET tech bills/TCOA /ABC Costing, capital expense management

Product Manager – Tech Delivery

Sales

• Supports end to end treasury sales process for Treasury Sales Officers on the Middle Market Team focused on developing strategies to grow revenue domestically and internationally
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis
• Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
• Supports clients through implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
• Ensure escalated service issues are properly managed with the right resources
• Prepare analysis and presentation materials for all client meetings
• Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

Treasury Sales Associate I – Global Payment Solutions

• Provide administrative and operational support for RH OpenShift infrastructure
• Manage, maintain, and optimize our container platform infrastructure
• Install, configure, and maintain OpenShift clusters
• Manage cluster lifecycle: upgrades, patches, and performance tuning
• Implement and maintain CI/CD pipelines using OpenShift tools
• Monitor cluster health, troubleshoot issues, and ensure high availability
• Configure and manage networking, storage, and security policies within OpenShift
• Automate operational tasks using Ansible, Helm, or other scripting tools
• Ensure compliance with security best practices and perform regular audits
• Actively engage and lead product support issues and incidents

Technology Operations Specialist II

• Proactively identify, assess, classify, and mitigate asset-level risks across the portfolio
• Monitor performance trends and intervene as needed to protect asset value and investor returns
• Maintain appropriate risk ratings and ensure timely escalation of issues
• Oversee assets through the full lifecycle, with a focus on development, conversion, and stabilization phase
• Monitor construction progress, lease-up performance, and achievement of underwriting targets
• Coordinate with sponsors and internal stakeholders to address delays, cost overruns, or operational issues
• Conduct site inspections in accordance with asset risk classifications
• Prepare detailed semi-annual Watched Asset Reports and present findings in portfolio review meetings
• Maintain accurate, up-to-date asset data in internal systems (e.g., CARMA, EDR) in coordination with WCAAs
• Analyze, structure, and negotiate capital transactions, including refinancings, Year 15 dispositions and early exits and recapitalizations
• Prepare stay/leave analyses to inform investor decision-making
• Analyze and negotiate partnership amendments in coordination with legal counsel
• Evaluate and process waiver requests, ensuring alignment with risk and policy considerations
• Partner with General Partners (GPs) and consultants to resolve compliance issues
• Review and analyze K-1s, partnership tax returns, and audited financial statements in accordance with internal policies
• Prepare tax return and audit review checklists for each investment
• Ensure adherence to LIHTC regulatory requirements and benefit schedules

Business Strategy & Initiatives Manager – Inbound Calling Integration Manager

Business Control Manager

Wealth Management – Credit Administrator

Operations Consultant

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Credit Analyst II/III – Global Markets Credit

Product Manager – Tech Delivery

Treasury Sales Associate I – Global Payment Solutions

Technology Operations Specialist II

Commercial Real Estate Asset Manager

Treasury Sales Associate I – Global Payment Solutions