Bank of America

Account Manager

• The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects throughout the State of Florida.
• This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects.
• Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists.
• Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
• Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs.
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships.
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends.
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues.
• Coaches and mentors peers, while utilizing leadership skills.
• Adapts to changes in sales practices and broader market and industry conditions as needed.

Senior Relationship Manager, Global Commercial Banking – Healthcare, Education, Not-for-Profit

Financial Planning and Analysis

• Managing a financial center and its employees on a day-to-day basis
• Operating as a business owner and fostering a team environment
• Instilling an effective client-centric and risk culture
• Helping clients achieve financial goals
• Ensuring operational excellence and cohesive effectiveness
• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Financial Center Manager

Actuary

• Assisting with the creation, development, and monitoring of investment strategies for institutional retirement plans
• Monitoring investment strategies on a day-to-day basis
• Creating, reviewing, and distributing monthly and quarterly monitoring reports
• Conducting asset-liability modeling (ALM) studies used to set investment strategies
• Communicating regularly with internal partners and external clients
• Self-managing routine tasks and collaborating during larger projects
• Contributing to the development of new thought-leadership and whitepapers
• Developing analysis on pension plans using publicly available data

Actuarial and Investment Analyst

Designer

• Analyzing processes, documenting business case opportunities, and implementing process improvement initiatives
• Supporting the execution of change initiatives for cost efficiencies, quality, productivity, and risk mitigation
• Working with business leaders and subject matter experts to ensure collaboration and transparency
• Driving execution of solutions within the budget and timeline
• Designing, documenting, implementing, and monitoring business processes and project objectives
• Attending/Leading project calls and communicating updates

Process Design Consultant I – Document Fulfillment Services

Customer Support

• This job is responsible for supporting the execution of substantive money laundering, economic sanctions and fraud compliance and operational risk practices.
• Supports the development and maintenance of financial crimes owned policies and standards.
• Reviews relevant Front Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational risks are appropriately addressed.
• Assists in the production of independent financial crimes risk management reporting to Global Compliance & Operational Risk (GC&OR) Senior Leaders and FLU/CF Senior Leaders.
• Assists in the monitoring of changes in regulations applicable to Global Financial Crimes.
• Advises business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements.
• Contributes to risk coverage plans, executes independent risk monitoring, testing, and risk assessments.
• Supports with escalating financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees.
• Assists in the identification, aggregation, reporting, and escalation of the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes.

GFC Support Specialist

• This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients.
• Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources.
• Job expectations include opening core small business accounts while adhering to procedural guidelines.
• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk.
• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews.
• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time.
• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities.
• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals.
• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment.
• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture.

Business Banking Relationship Manager

Project Manager

• Oversees the execution of defined project tasks through tracking of deliverables and their statuses, developing project plans, and measuring progress against ongoing key performance indicators
• Leads project and/or remediation requirement documentation efforts based on identified gaps and controls needed for sustained performance
• Plans and organizes 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
• Navigates across various Lines of Business and partner organizations, including Technology and Risk, leading them to negotiate decision making for efficient and effective resolution
• Supports the adoption and sustainment of change initiatives and helps assess adoption risks
• Develops, maintains, and reports on an overall integrated delivery plan, raising any risks, developing a mitigation plan, and escalating issues appropriately to respective stakeholders

Project Manager – Wholesale Lockbox, Unclaimed Property Operations

Manager

• Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location.
• Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication.
• Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements.
• Requires a thorough knowledge of the department or business units functional area or products.
• Working knowledge of general bank policies, programs and procedures and financial/accounting practices.
• Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.
• Leads the support/administrative functions for a somewhat large department usually at a local level.
• Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement.
• Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department.
• Requires an in-depth knowledge of bank policies and programs and of the departments functional operations.
• May direct workflow activities.
• Business Support Manager who will provide traditional business support to an executive within Wealth Management Technology, including, but not limited to: financial management oversight, resource strategy, talent planning, leadership meeting planning and execution, team routines, workspace governance and organizational health.
• This role will partner with a technology executive in WMT to analyze funding (base + initiative) to drive business decisions; coordinate corporate forecasting process and ongoing headcount estimation in partnership with Finance and forecast practitioners; ensures consistent practices around key processes and serves as the point person for coordination of business activities including financial control/budgeting, personnel processes, workspace, resource strategy, hiring and communication; articulates risks and opportunities to forecast; and conducts ad-hoc analysis and reporting on a range of topics as needed.

Business Support Manager II – Wealth Management Technology

• Owns and manages the Anti-Money Laundering (AML) and Know-Your-Customer (KYC) process
• Engages with prospects and current clients to review AML/KYC information
• Maintains and manages current portfolio of periodic reviews/refreshes
• Adheres to bank privacy policies

Commercial Support Specialist – KYC/AML

Security Engineer

• This Senior Information Security Officer will be a member of the Business Information Security Office (BISO) organization.
• This role will align to the Global Payment Solutions organization, and supporting Technology and Operations teams, and will work closely with these Front-Line Units (FLUs) to securely deliver against the respective strategies and within risk appetite.
• This role will engage various levels across the FLUs and requires a deep understanding of the business to have specialized information security risk-based discussions.
• This relationship will ensure a focus on the right risk priorities.
• You will also provide guidance on information security topics, policies and controls.

Senior Business Information Security Officer – Sr. BISO

• Align to the Global Payment Solutions organization and support Technology and Operations teams
• Engage various levels across the FLUs and require a deep understanding of the business
• Provide guidance on information security topics, policies and controls
• Contribute to ongoing information security initiatives and improvements
• Monitor information security trends internal and external to the bank
• Advise management on risk issues related to information security

Senior Business Information Security Officer – Spanish, Portuguese

Operations

• Analyzing day-to-day issues and providing resolution for various issues identified within a business unit.
• Building new procedures and completing complex non-routine analytics.
• Creating reports and reviewing exception testing and processing.
• Supporting continuous improvement of processes by identifying trends and understanding the operations environment.
• Acting as a point of contact for the Sales and Servicing teams.

Senior Operations Analyst

• Responsible for managing a financial center and its employees on a daily basis
• Operate as a business owner and foster a team environment
• Instill an effective client-centric and risk culture in the center
• Help clients achieve financial goals
• Ensure operational excellence and cohesive effectiveness
• Develop talent, proactively source candidates
• Manage client traffic, engage and appropriately route clients, foster retention
• Manage business results through formalized management routines and coaching
• Create a world-class client experience environment
• Manage market-level initiatives prescribed by market leaders
• Drive operational excellence by engaging employees on business strategy
• Manage organizational priorities and effective execution

Full-stack Engineer

• Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
• Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained
• Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack
• Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle
• Performs spike/proof of concept as necessary to mitigate risk or implement new ideas
• Automates manual release activities
• Designs, develops, and maintains automated test suites (integration, regression, performance)

Software Engineer III – DB

• Leading and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF)
• Executing LOB or ECF processes and tools to drive adherence to enterprise-wide standards
• Supporting the implementation of quality assurance and quality control processes within the LOB or ECF through ongoing monitoring and testing of controls
• Identifying issues and control improvements for remediation
• Building out actions plans and milestones

Senior Relationship Manager, Global Commercial Banking – Healthcare, Education, Not-for-Profit

Financial Center Manager

Actuarial and Investment Analyst

Process Design Consultant I – Document Fulfillment Services

GFC Support Specialist

Business Banking Relationship Manager

Project Manager – Wholesale Lockbox, Unclaimed Property Operations

Business Support Manager II – Wealth Management Technology

Commercial Support Specialist – KYC/AML

Senior Business Information Security Officer – Sr. BISO

Senior Business Information Security Officer – Spanish, Portuguese

Senior Operations Analyst

Financial Center Manager

Software Engineer III – DB

Business Control Manager