Bank of America

IT Support

• managing the branch pipeline
• supporting Wealth Management Lending Officers
• ensuring regulatory compliance
• contributing to team productivity and process improvement
• serve as a central liaison between clients, financial advisors, and sales teams

Wealth Management, Credit Administrator

• Managing the branch pipeline.
• Supporting Wealth Management Lending Officers, Lending Client Advocates.
• Ensuring regulatory compliance while contributing to team productivity, coaching, and process improvement.
• Serving as a central liaison between clients, financial advisors, LCA’s, fulfillment, underwriting, and sales teams.

Wealth Management – Credit Administrator

• Manage the branch pipeline and support Wealth Management Lending Officers
• Ensure regulatory compliance and contribute to team productivity
• Serve as a liaison between clients, financial advisors, and sales teams to deliver lending experience

• The CDS Credit Administrator is a hybrid role that blends the operational precision of a Lending Client Associate (LCA) with the strategic oversight of a Lending Client Support Manager (LCSM).
• Responsible for managing the branch pipeline, supporting Wealth Management Lending Officers, Lending Client Advocates and ensuring regulatory compliance while also contributing to team productivity, coaching, and process improvement.
• Serves as a central liaison between clients, financial advisors, LCA’s, fulfillment, underwriting, and sales teams to deliver an exceptional lending experience.
• Monitor and manage loan pipelines to ensure timely and accurate processing.
• Identify and resolve bottlenecks, escalations, and rush requests in collaboration with the team and partners.
• 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.

• Managing the branch pipeline
• Supporting Wealth Management Lending Officers and Lending Client Advocates
• Ensuring regulatory compliance
• Contributing to team productivity, coaching, and process improvement
• Serving as a central liaison between clients, financial advisors, and teams to deliver an exceptional lending experience
• Monitoring and managing loan pipelines for timely and accurate processing
• Identifying and resolving bottlenecks and escalations
• Conducting outbound calls, emails, and digital outreach to support WMLO’s and maintain client engagement
• Reviewing lending pipelines to identify documentation gaps and proactively resolving them
• Partnering with Lending Client Delivery Managers on client escalations

• The CDS Credit Administrator is a hybrid role that blends the operational precision of a Lending Client Associate with the strategic oversight of a Lending Client Support Manager.
• Responsible for managing the branch pipeline, supporting Wealth Management Lending Officers, Lending Client Advocates and ensuring regulatory compliance while also contributing to team productivity, coaching, and process improvement.
• Serve as a central liaison between clients, financial advisors, Lending Client Associates, fulfillment, underwriting, and sales teams to deliver an exceptional lending experience.
• 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.
• Review lending pipelines to identify documentation gaps and proactively resolve them to avoid delays.

Client Services Representative

• Managing lending operations and support teams.
• Overseeing compliance processes.
• Serving as the primary point of contact for lending, fulfillment, and underwriting leaders.
• Performing pipeline reviews to ensure completion of tasks.
• Creating comprehensive pipeline management strategies.
• Motivating and coaching associates.

Wealth Management – Lending Client Support Manager

Product Manager

• Developing and managing the end-to-end product life cycle for highly complex products
• Conducting market research and competitor analyses
• Determining product pricing
• Developing short and long-term strategies
• Identifying innovative opportunities to modernize product offerings and deliver a more unified customer experience
• Ensuring that product management efforts are integrated with sales, marketing, operations, implementation, and customer service strategies
• Executing on tactical elements of partner management, benefits procurement, and cross-functional business coordination
• Supporting the UHNW Lifestyle Services Program Executive
• Monitoring the competitive landscape and emerging trends
• Collaborating with the Loyalty & Rewards and Procurement teams
• Managing ongoing third party relationships
• Coordinating and overseeing end-to-end execution of virtual and in-person events
• Training and coaching client teams

Senior Product Manager – Ultra High Net Worth Lifestyle Services

Financial Planning and Analysis

• This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.
• Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.
• Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

Investment Specialist Trainee – Obtain SIE, Series 7 & 66

• Obtaining your Securities Industry licenses
• Learning foundational skills needed to be an advisor
• Managing client relationships and considering their complex financial picture
• Delivering banking, investment solutions, and advising clients
• Progressing into advanced advisory roles with dedicated support

Financial Solutions Advisor

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – East Bay Market

• Conducts comprehensive company and industry research, preparing presentation materials for clients
• Participates in specific client and deal teams, supporting financial and statistical analyses and structuring and execution activities
• Assists clients with raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other types of financial transactions
• Develops and maintains complex financial models and performs various financial analyses, including valuations and merger consequences
• Supports origination efforts, evaluation of new opportunities, and execution of deals, working on a broad scope of assignments and products across multiple sectors

Associate – Transport & Infrastructure Investment Banking

• 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

Administration

• Responsible for reviewing loan approval and loan documents prepared by counsel
• Manage incoming and outgoing payments required from the Borrower and Lenders
• Book new commitment, amendment, or restructure updates in the Loan IQ system
• Work closely with Client Manager, Credit and Portfolio Officers, Agency Management, Internal and External Legal Counsel
• Demonstrate time schedule flexibility to accommodate deal closing requirements

Document Administrator III

Artificial Intelligence

• 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
• Drive Consumer AI portfolio outcomes, establishing structure, pacing, and accountability across priority initiatives from pilot through scale
• Translate strategy into execution, ensuring initiatives deliver measurable business value
• Align senior stakeholders across business, technology, and functions to drive coordinated progress against shared priorities
• Generate actionable insights from performance, adoption, and value signals to inform prioritization and investment decisions
• Develop executive-level narratives supporting OpCo and enterprise forums with clear, decision-oriented storytelling
• Advance workforce transformation, defining adoption strategies, readiness milestones, and evolving ways of working
• Operate as a cross-functional catalyst, flexing across workstreams to solve problems and remove barriers to execution
• Champion Consumer AI adoption, reinforcing priorities and building momentum across the organization

Wealth Management, Credit Administrator

Wealth Management – Credit Administrator

Wealth Management, Credit Administrator

Wealth Management, Credit Administrator

Wealth Management, Credit Administrator

Wealth Management, Credit Administrator

Wealth Management – Lending Client Support Manager

Senior Product Manager – Ultra High Net Worth Lifestyle Services

Investment Specialist Trainee – Obtain SIE, Series 7 & 66

Financial Solutions Advisor

Financial Advisor – East Bay Market

Associate – Transport & Infrastructure Investment Banking

Financial Solutions Advisor

Document Administrator III

Business Strategy & Initiatives Manager