Bank of America

Financial Planning and Analysis

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals
• Meeting with clients to review financial and investment goals
• Building financial plans and recommending brokerage products

Financial Solutions Advisor

• Provide comprehensive advice and customized solutions to clients
• Triaging client leads
• Making referrals to business partners based on client needs
• Building a financial plan
• Recommending brokerage products

Engineer

• Own end-to-end production support
• Lead incident response, troubleshooting, root cause analysis (RCA), and service restoration
• Tune ingestion pipelines using props.conf and transforms.conf
• Build and support dashboards, searches, and alerts that enable threat detection, investigations, and reporting
• Develop and maintain runbooks, SOPs, installation guides, and operational documentation

Splunk Production Services Engineer

Data Scientist

• Work with stakeholders throughout the organization to identify opportunities for leveraging internal and external data to drive business solutions
• You will impact how teams strategically collaborate to drive the company forward and help create the future of data science within GPS
• You will be responsible for the success and improvement of the applications that support development, research, and data science in GPS (the "products")
• Help set long-term vision and strategy for selective products
• Collaborate with Data Scientists to meet the needs of the "users"
• Work closely with other Data Scientists to set technical strategy and prioritize development work

Data Scientist II

Bilingual

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to discover financial needs and connecting clients to solutions

Relationship Banker, Bilingual Spanish

• 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 investment 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.

• Managing a financial center (FC) in collaboration with senior team members
• Supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively
• Overseeing functions such as the smooth and efficient functioning of the teller line
• Ensuring day-to-day policy and procedure adherence
• Improvement of financial center performance
• Ensuring that directives are implemented
• Taking up leadership responsibility for the financial center when teammates are absent
• Managing client traffic, engaging and appropriately routing clients, and fostering client retention
• Managing business results through formalized management routines and coaching
• Creating a world class client experience environment
• Managing market-level initiatives prescribed by market leaders
• Driving operational excellence by engaging employees on business strategy
• Managing organizational priorities and effective execution

Financial Center Assistant Manager

Product Manager

• assist in product commercialization and performance management for automated FX product suite
• develop data-driven insights and analytics across clients, products, and geographies
• partner closely with FX Specialized Product Sales, GPS Sales, Client Coverage, eFX Sales, and Trading
• serve as the lead for operational risk and control processes
• drive a consistent and robust risk management framework
• collaborate across regions to promote cross-currency payment capabilities

Global Transactional FX Product Manager

• This job is responsible for driving accurate, complete, and timely delivery of data.
• Key responsibilities include working with business stakeholders and technology teams to direct data management activities and ensure availability for use by appropriate consumers.
• Job expectations include managing execution within the enterprise data management standards, data quality, and control practices.
• Works with Line of Business partners, including Compliance, Audit, and Risk to understand needs and produce data solutions, often times in partnership with Technology.
• Identifies gaps in data management standards adherence and works with appropriate partners to develop plans for resolution, including recommendations so that relevant risk and compliance policies and standards are met.
• Analyzes emerging needs for data to address risk, regulatory, or business enablement priorities and appropriately plans for interim and target state solutions within data management policies.
• Monitors key performance indicators and internal controls in accordance with established thresholds, standards, and policies.
• Execute counterparty data transformation initiatives focused on improving data integrity, including identifying upstream data quality gaps and implementing preventative measures across the data supply chain.
• Drive acceleration of data defect resolution through deep root cause analysis, tracing issues to point of origin and influencing partners to remediate and prevent recurrence.
• Support data sourcing transformation, including migration to centralized single sourcing and alignment to authoritative data providers in accordance with enterprise data strategy.
• Decompose and analyze business processes and data flows to identify control breakdowns and inefficiencies, and embed sustainable improvements through enhanced controls, monitoring, and automation.
• Develop and deliver clear, actionable insights and thematic analysis to senior stakeholders, enabling fact-based decision making and supporting governance and control forums.

Data Manager – Counterparty Transformation

• Providing comprehensive advice and customized solutions to clients.
• Triaging client leads and making referrals to business partners.
• Meeting with clients to review financial and investment goals.
• Building financial plans and recommending brokerage products.

Sales

• Leading product experts supporting Global Transaction Services in client engagements
• Account management and closing complex and high dollar deals
• Pursuing treasury revenue streams and product penetration across an assigned portfolio of Not For Profit Healthcare and Higher Education companies
• Engaging with complex Not-For-Profit Healthcare and Private Higher Education companies as their financial technology and trusted advisor
• Driving mobile, digital and real time payments adoption
• Managing and leading strategic dialogues around key client centric issues
• Advising clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce
• Collaborating with Client Managers, Treasury Sales Analysts, and other partners within the enterprise
• Creating impactful client/prospect events centered on industry trends
• Ensuring responsible revenue and balance sheet growth, profitability improvement, and client calling initiatives

Treasury Sales Officer II – Not for Profit Healthcare, Higher Education

• 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

Implementation Specialist

• Project manage the implementation of technical cash management solutions for EMEA GPS client base.
• This includes the connectivity through CashPro File import, ‘host to Host’ channels or SWIFT for all supported countries electronic payment/collection types & reporting, using both industry (ISO20022) and BOFA proprietary file formats.
• Oversee the delivery and execution of the project in line with agreed delivery timelines, driving the client in order for the Bank to realise new revenue at the earliest opportunity, and to meet client expectation.
• Working in partnership with clients to create and agree an implementation delivery timeline, clearly communicate the project status; identify issues, resolution steps and deadlines.
• Assisting clients with technical connectivity and file testing to facilitate a high percentage of Straight through Processing for transactions.
• Provide consultancy and assistance to Sales and Product Teams to win new business, and in the ongoing development of new services and products.
• Coordinating with internal Business Partners as necessary to expedite project resolution.

Treasury – Technical Implementation Consultant

Consultant

• Supporting all aspects of our client’s global needs during the initial onboarding phase and the implementation of any new products/services
• Engaging business partners and clients alike during project implementation
• Delivering timely project updates/reports both verbally and electronically to our clients and key business partners
• Planning and managing project tasks and resources to ensure deliverables are met for our client’s projects
• Translating client objectives into comprehensive implementation work plans covering timelines, resources, dependencies, priorities, risks and key milestones
• Working across the organisation to deliver an effective and seamless experience for our clients

Implementation Project Consultant

Administration

• independently reviewing the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements
• manages the incoming and outgoing payments required from the Borrower and Lenders
• books the new commitment, amendment, or restructure updates in the Loan IQ system of record
• works closely with Client Manager, Credit and Portfolio Officers, Agency Management, Internal and External Legal Counsel and many internal operational support units to ensure seamless execution of transaction
• demonstrate time schedule flexibility to accommodate deal closing requirements

Financial Solutions Advisor

Financial Solutions Advisor

Splunk Production Services Engineer

Data Scientist II

Relationship Banker, Bilingual Spanish

Financial Solutions Advisor

Financial Center Assistant Manager

Global Transactional FX Product Manager

Data Manager – Counterparty Transformation

Financial Solutions Advisor

Treasury Sales Officer II – Not for Profit Healthcare, Higher Education

Financial Solutions Advisor

Treasury – Technical Implementation Consultant

Implementation Project Consultant

Document Administrator III