Bank of America

Financial Planning and Analysis

• Managing clients and related credit products
• Partnering closely with relationship management, sales/trading, treasury management, operations and risk teams
• Underwriting, monitoring, managing operational needs and/or client requests
• Analyzing client trends to identify opportunities and manage risk
• Pitching credit opportunities, reviewing and negotiating legal documentation
• Overseeing the work of junior associates

Credit Officer II – Asset Based Finance

Security Engineer

• Implement and maintain security administration and access policies using RACF, ACF2, or Top Secret
• Align security administration and access controls with regulatory frameworks
• Monitor for unauthorized access and potential data leakage
• Lead and mentor a team of mainframe security analysts
• Provide ongoing training on evolving security threats

Senior Manager – Identity and Access Management (IAM), Mainframe Security Administration

Account Manager

• 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

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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

Financial Solutions Advisor

Bilingual

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Relationship Banker – Bilingual in English and Spanish

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Relationship Banker – Bilingual, English, Portuguese

• Lead and mentor a team of mainframe security analysts
• Oversee access provisioning processes
• Ensure compliance with Identity and Access Management policies
• Conduct regular access reviews and security assessments
• Design scalable provisioning processes to support organizational growth

Senior Manager, Identity and Access Management – Mainframe Security Administration, RACF

Financial Crime

• Completes investigations while overseeing cases meet or exceed closure and quality metrics
• Completes Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcement
• Reports facts of the investigation to senior stakeholders, assisting in identifying potential operational or compliance risks

GFC Investigator – Brokerage, AML/Fraud

• Deliver a full range of goals-based financial planning / wealth strategies
• Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies
• Establish and maintain relationships with the management team
• Source prospective clients and capitalize on referrals
• Deliver customized solutions and the full resources of Bank of America Merrill

Experienced Financial Advisor

• Managing clients and related credit products
• Partnering with relationship management, sales/trading, treasury management, operations and risk teams
• Underwriting, monitoring, managing operational needs and/or client requests
• Covering a portfolio of asset-based lending clients
• Delivering credit solutions and managing risk
• Analyzing client trends to identify opportunities
• Pitching credit opportunities, reviewing and negotiating legal documentation
• Overseeing the work of junior associates

Manager

• Lead the development of enterprise wide or LOB-specific solutions
• Support senior business leaders and complex leadership solutions
• Establish and maintain partnerships with Global Talent colleagues, GHR, SMEs, and vendors
• Provide and oversee high level consultative support to design, develop and implement talent development services
• Coach and develop Process Leads; explain the why and how behind each process
• Manage associates and build trusting relationships with stakeholders
• Deliver results by effectively prioritizing, inspecting and appropriately delegating team work

Talent Manager – Enterprise Process

• 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

Product Manager

• Champion the build & launch of new capabilities like gaming prevention, pre-qualification and landing page optimization
• Responsible for managing performance across digital, financial center, call center and marketing channels to uncover trends, drivers, and improvement opportunities
• Optimization through regular A/B testing
• Analyze and mine campaign and offers performance data to inform strategy development and execution
• Build and maintain dashboards, performance, recurring and ad‑hoc reports that inform leadership decision‑making
• Establish measurement frameworks to assess the impact of offers, campaigns, and channel initiatives
• Identifies and creates comprehensive plans for product development and deployment, including supporting the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities
• Oversees a set of products and maintains financials, including managing the investment profile and profit and loss (P&L) activities, such as revenue and profit margins
• Provides information on product trends to sales and marketing teams leveraging knowledge of product functionality, marketplace trends, and the competitive landscape
• Identifies opportunities to streamline or enhance product offerings to fit client's existing and future needs and support continued growth and operational excellence
• Manages risk through implementing and monitoring effective controls in partnership with key support partners
• Partners with internal stakeholders to obtain meaningful insights about markets, clients, and competitors in order to develop products that solve client needs and ensure high adoption rates
• Develops and influences product strategy, driving products to provide comprehensive solutions across the bank

Senior Product Manager – Small Business Card Acquisition Initiatives

Architect

• This job is responsible for defining an architectural vision and solution that supports the strategic outcomes of the Business' Products and Services.
• Key responsibilities include defining the target operating environment, designing for client resiliency, assisting with solution design, and defining non-functional requirements.
• Works across the business, operations and technology to create the solution intent and architectural vision for complex solutions and prioritize functional and non-functional requirements into a technology backlog to enable the technology roadmap and functionality to support evolving capabilities and services.
• Contributes to the creation of the architecture roadmap of defined domains (Business, Application, Data, and Technology) in support of the product roadmap and the development of best practices including standardized templates.
• Clarifies the architecture, assists with system design to support implementation, and provides solution options to resolve any architectural impediments.
• Facilitates solution driven discussions, leads the design of complex architectures, and finds creative solutions through knowledge of domain, practical experiments, and proof of concepts while ensuring architecture is flexible, modular, and adaptable.
• Educates team members on the technology practices, standardization strategies, and best practices to create innovative solutions.
• Supports the team as needed to select the technology stack required for solutions and helps select preferred technology products.
• Performs design and code reviews to ensure all non-functional requirements are sufficiently met (for example, security, performance, maintainability, scalability, usability, and reliability).

Senior Architect – Payment Solutions Technology

Data Engineer

• responsible for driving accurate, complete, and timely delivery of data
• working with line of business partners, including compliance, audit, and risk to understand needs and produce data solutions
• identifying gaps in data management standards adherence and works with appropriate partners to develop plans for resolution
• analyze emerging needs for data to address risk, regulatory, or business enablement priorities
• monitoring key performance indicators and internal controls in accordance with established thresholds, standards, and policies
• driving the development and adoption of standardized data architecture patterns

Credit Officer II – Asset Based Finance

Senior Manager – Identity and Access Management (IAM), Mainframe Security Administration

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

Financial Solutions Advisor

Relationship Banker – Bilingual in English and Spanish

Relationship Banker – Bilingual, English, Portuguese

Senior Manager, Identity and Access Management – Mainframe Security Administration, RACF

GFC Investigator – Brokerage, AML/Fraud

Experienced Financial Advisor

Credit Officer II – Asset Based Finance

Talent Manager – Enterprise Process

Financial Solutions Advisor

Senior Product Manager – Small Business Card Acquisition Initiatives

Senior Architect – Payment Solutions Technology

Data Manager – CFO Data Management, Data Architecture