Bank of America

Financial Planning and Analysis

• Managing a financial center and its employees
• Fostering a team environment
• Instilling client-centric culture
• Ensuring operational excellence

Financial Center Manager

• Providing comprehensive advice and customized financial solutions to clients
• Triaging client leads and making referrals based on client needs
• Building financial plans and recommending brokerage products
• Mitigating and controlling risks as part of daily activities

Financial Solutions Advisor

Sales

• Leading product experts supporting Global Transaction Services in client engagements
• Account management and closing complex, high dollar deals
• Identifying opportunities and influencing solutions in client calls
• Driving collaboration between product, sales, and client relationship teams
• Managing treasury revenue streams and product penetration across assigned portfolios
• Acting as a digital ambassador for mobile, digital, and real-time payments adoption
• Managing strategic dialogues around client-centric issues leveraging industry data analytics
• Accountable for revenue growth, profitability, client planning, and pricing strategy
• Coaching and mentoring Treasury Analysts and supporting client needs with servicing and implementation teams.

Treasury Sales Officer II

Manager

• Supporting the development and delivery of the overall digital strategy for a portfolio of medium to large digital programs
• Identifying strategic and operational risks and opportunities
• Building partnerships across the enterprise to determine priorities and project direction
• Making complex judgement calls and impactful decisions to deliver material business impact for critical digital capabilities
• Coaching, developing talent, directing the work of multiple associates, and supporting day-to-day delivery
• Leading Digital Payments insights and product performance analysis
• Executing monthly and quarterly Digital Payments reporting for executive and investor audiences

Digital Manager

• Providing comprehensive advice and customized solutions to clients
• Triage client leads and make referrals based on needs
• Build financial plans and recommend brokerage products

• leverage the Bank of America and Merrill offering model
• provide advice to help clients achieve financial goals
• deliver client reviews/presentations with confidence
• collaborate with core banking and investment partners

National Financial Solutions Advisor I – Series 7 Required

Platform Engineer

• Act as a Qualys SME within a team of Qualys platform engineers
• Administer, configure, and optimize Qualys VMDR, Cloud Agents, and scanner operations
• Ensure reliable asset coverage, agent health, scan performance, and data quality
• Analyze vulnerability and compliance findings and partner with infrastructure teams
• Contribute to automation and integrations using Qualys APIs and scripting
• Support and enhance ServiceNow integrations for vulnerability intake
• Participate in platform monitoring, incident response, upgrades, change management, and root cause analysis
• Produce and maintain documentation, dashboards, and reporting

Qualys Platform Engineer

• Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
• Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
• Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
• Deliver exceptional service to clients by answering general account inquiries
• Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
• Assist clients with brokerage consumer website usage and navigation
• Educate potential and existing clients about investment products, services and trading strategies
• Research and resolve client requests
• Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Investment Consultant II

• Highly motivated, experienced Sr. Leasing Sales Specialist responsible for assigned regional coverage for a private label vendor program.
• Accountable for developing relationships and creating captive finance awareness and increasing finance penetration with assigned OEM sales executives and reseller partners.
• Work with a cross-functional team to deliver industry-best service on transaction deal execution.

Senior Leasing Sales Specialist – Equipment Finance

Security Engineer

• Support a group/team to develop a deep understanding of the business for risk discussions
• Advise management on risk issues related to information security and recommend actions
• Monitor information security trends, internal and external, and keep leadership informed
• Manage quality control and reporting and ensure compliance with policies and laws
• Participate in development, implementation, and maintenance of information security initiatives

Senior Business Information Security Officer – Consumer Technology

Data Scientist

• Frame abstract business problems using advanced data science and machine learning algorithms
• Work with stakeholders throughout the organization to identify opportunities for leveraging internal and external data to drive business solutions
• Own critical research and application development, strengthening the firm's competitive advantage
• Shape cross-team collaboration to advance the firm's data science capabilities

Data Scientist I

Client Partner

• Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales
• Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained
• Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed
• Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank
• Captures market intelligence and delivers feedback to leadership team
• Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

Product Specialist

• Perform detailed technical due diligence to evaluate project feasibility and identify design, construction, budget, schedule, contractual, and operating risks, including preparation of formal technical memoranda
• Review project design documents, technical specifications, schedules, and construction methodologies for reasonableness and compliance with industry standards
• Validate technical and economic assumptions in financial models and collaborate with deal teams to develop and review sensitivity analyses
• Coordinate with and manage work performed by independent engineering and technical consulting firms
• Monitor the technical performance of portfolio assets (e.g., generation, availability, O&M expenses, and major technical issues)
• Partner with Portfolio Management on construction monitoring, post‑COD performance reviews, and asset risk assessments
• Support Origination teams by assisting with early‑stage technical pre‑screening of potential transactions
• Evaluate and qualify equipment vendors, EPC contractors, and operators across multiple project types

Product Specialist III – Global Renewable Energy Credit

• Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
• Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
• Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
• Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy
• Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor
• Builds relationships with internal service providers based on client needs and asset thresholds
• Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools

Financial Solutions Advisor, Partially Licensed

• Managing a financial center and its employees on a day-to-day basis
• Operating as a business owner and fostering a team environment
• Ensuring operational excellence and cohesive effectiveness
• Instilling an effective client-centric and risk culture in the center

Financial Center Manager

Financial Solutions Advisor

Treasury Sales Officer II

Digital Manager

Financial Solutions Advisor

National Financial Solutions Advisor I – Series 7 Required

Qualys Platform Engineer

Investment Consultant II

Senior Leasing Sales Specialist – Equipment Finance

Senior Business Information Security Officer – Consumer Technology

Data Scientist I

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

Product Specialist III – Global Renewable Energy Credit

Financial Solutions Advisor, Partially Licensed

Financial Center Manager – Diablo Market