Bank of America

Sales

• Helps to drive new merchant business acquisition in direct partnership with Treasury Sales Officers (TSOs) and collaboration with relationship managers
• Engages clients as part of the extended client team for more complex merchant sales
• Deep understanding of a client’s commerce ecosystem and the ability to consult on ways to integrate, cover industry standards, trends and broader bank product solutions
• Main point of contact for new merchant business sales for the higher valued and more complex opportunities
• Must be skilled at developing tailored value propositions for various client types and industries
• Ability to appropriately position value and drive solutions per relationship across the merchant solutions set - Tokenization, Equipment, Transaction Routing, etc
• Work across a matrixed coverage organization to achieve objectives - working with TSOs and client managers to uncover opportunities, advise in the best way to target prospects and close new business
• Provide strategic guidance and advisory content that helps encourage both prospects and clients of the bank to move their merchant services business to Bank of America
• Provide guidance and oversight on key elements of the merchant product sales cycle
• Supporting TSOs that will be acting as the deal lead with client selection, pricing, credit review and post sale implementation
• The MSPS will be primarily focused on developing new business, consistent pipeline growth and conversion

Merchant Specialized Product Sales

Bilingual

• Engaging clients in the lobby to educate and assist with transactions
• Processing cash transactions for clients
• Building and nurturing strong relationships with clients
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience

Relationship Banker, Bilingual Spanish

Project Manager

• Managing cross-functional and/or inter-departmental projects for Line of Business products, processes, functions, and employee readiness.
• Partnering with the business to develop a plan to sustain change, evaluating current methods, and developing strategies to implement changes and improvements.
• Overseeing project execution using appropriate tools to drive project completion.
• Serving as secondary point of contact to department managers for critical change initiatives.
• Leading project documentation efforts based on identified gaps and controls needed for sustained performance.

Manager

• manages a team of decision engine analysts
• performs complex analysis of business objectives
• coaches and mentors peers improvement in systems
• supports execution of large-scale projects
• leads initiatives from requirement gathering to production

Decision Platforms Manager

• Defines responsibilities and accountabilities for key project roles and oversees the execution of defined programs and/or project tasks through tracking of deliverables and their statuses, developing project plans, and measuring progress against ongoing key performance indicators.
• Leads the adoption and sustainment of change initiatives and assesses adoption risks
• Leads remediation requirements documentation efforts based on identified gaps and controls needed for sustained performance.
• Leads and plans programs and projects using appropriate tools and techniques, including Technology platforms used by client facing employees, change management tools, and risk and issue management tools to ensure efficient and effective project completion
• Develops, maintains, and reports on an overall integrated delivery plan, raising any risks, developing a mitigation plan, and escalating issues appropriately to respective stakeholders
• Navigates across various lines of business and partner organizations, including Technology, Legal, Compliance and Global Risk, leading them to negotiate decision making for efficient and effective resolution.
• Ensure compliance to all Enterprise Change Management policies and requirements.
• Ensure adherence to all internal change and project management processes/deliverables and maintain status in the enterprise change source system (PPR Tool).
• Effectively communicates with project managers, peers and business partners on project deliverables, timelines and needed support.
• Partners with LOB project stakeholders to develop transition plans, including ongoing success measures, to sustain the change.

Senior Project Manager – Chief People Organization

Full-stack Engineer

• Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
• Utilizes multiple architectural components (across data, application, business) in design and development of client requirements
• Performs Continuous Integration and Continuous Development (CI-CD) activities
• Contributes to story refinement and definition of requirements
• Participates in estimating work necessary to realize a story/requirement through the delivery lifecycle
• Contributes to existing test suites (integration, regression, performance), analyze test reports, identify any test issues/errors, and triage the underlying cause
• Performs spike/proof of concept as necessary to mitigate risk or implement new ideas

Software Engineer II

Account Manager

• Supports the Firms business objectives and contributes to profitability and revenue growth
• Ensures service expectations of clients are met and exceeded
• Balances risk and exposure to the firm
• Proactively managing the client experience across the Market
• Partnering with the Market Client Relationship Manager in managing Client Associates and Service Support Staff
• Participating in the management and training & development of the Market's Client Associates and Service Support Staff

Associate Client Relationship Manager

Operations

• Act as the primary interface to Treasury clients
• Lead, direct, and coordinate the implementation of highly complex treasury products
• Provide relationship management, servicing, and technical assistance to internal business partners and vendors
• Facilitate internal and external client calls for successful implementation
• Troubleshoot and respond to internal client team requests for resolution
• Engage key stakeholders for awareness throughout the implementation process
• Develop working relationships with clients; primary point of contact for implementation questions

Fulfillment Advisor – Global Treasury, Merchant Operations

Financial Planning and Analysis

• Obtain Securities Industry licenses
• Build and manage client relationships
• Deliver comprehensive financial advice
• Collaborate with banking and investment partners
• Progress through different stages of advisor development

Financial Solutions Advisor

• Responsible for executing local market strategy in the Metro market segment
• Partnership with Market Executive and local President to drive responsible growth through communications and initiatives
• Up to 20% travel for developing relationships to further engagement
• Manage local volunteerism and community development services standards
• Execute internal and external communication plans, including newsletters and social media
• Support market events, including material setup

Community Relations Manager I

Director

• Executes components of the region business plan with a focus on advisor productivity, strategic flows, and revenue growth.
• Recruits, coaches, and retains high-performing talent, fostering a culture of inclusion, innovation, and respect regardless of team size or tenure.
• Influences advisor engagement and client experience, ensuring alignment with enterprise priorities and directly coaching advisors to optimize impact.
• Serves as a trusted advisor and problem solver for UHNW clients delivering customized, integrated solutions embedded in a strong risk culture.
• Builds relationships across lines of business and product groups to deliver the enterprise’s full capabilities, orchestrating firm and enterprise resources to solve complex client needs.
• Acts as the regulatory supervisor for multiple groups of private wealth advisors, partnering with Supervision and Control partners to oversee activities that require advanced licensing (Series 9/10 and 3/31).

Associate Regional Director

Program Manager

• Guides the strategic direction of enterprise-wide initiatives to drive transformation and performance across business segments
• Provides strategic guidance to senior managers and engage executive stakeholders to align priorities and ensure successful program execution
• Fosters collaboration across product, channel, and operations teams to ensure integrated and cohesive delivery of initiatives
• Ensures governance frameworks are followed and deliver measurable outcomes through disciplined execution and performance tracking
• Drives innovation and lead change initiatives that enhance enterprise capabilities and support continuous improvement

Business Strategy & Intelligence Manager – Strategic Alliances, Program Manager

• 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
• This position may also have responsibilities for managing associates

Market Financial Center Manager

• This job is responsible for managing one or more major operations segments for a site, region, or product line within the bank's internal operations
• Key responsibilities include identifying, analyzing, and resolving complex problems related to product lines, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency
• Job expectations include supervising day-to-day activities of employees such as executing transactions
• Provides strategic guidance to develop and analyze procedures to enhance unit and/or product-related activities while overseeing budget and expense management, reporting, and forecasting for designated areas
• Evaluates efficiencies and identifies areas of improvement and growth to the overall process, identifying data, metrics, and key performance indicators to measure process effectiveness
• Aligns bank priorities and strategies to employee metrics and goals and provides interventions as needed to recognize, encourage, and improve team performance to support an inclusive work environment
• Leads and ensures teams adhere to bank and regulatory policy and procedures when making decisions that impact various operations and product lines
• Forecasts and manages staffing levels and capacities, prioritizes employee development by providing effective coaching, and shares constructive feedback to drive Operational Excellence

Group Operations Manager

Financial Crime

• Performing end-to-end investigations of external financial crimes activities across one or more lines of business
• Conducting routine to complex investigations, including money laundering, or terrorist financing
• Acting as the liaison to Law Enforcement
• Providing coaching and inputs to investigators to improve case quality
• Ensuring all cases are sufficiently investigated and findings are adequately documented