Bank of America

Financial Planning and Analysis

• 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
• Creates an inclusive team where members are treated fairly and respectfully
• Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement
• Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results
• Leads and encourages the identification, escalation and resolution of potential risks
• Knows and develops team members through coaching and feedback
• Manages expenses and demonstrates an owner’s mindset
• Recruits, on-boards and develops talent, and supports talent mobility for career growth
• Delivers results through effective team management, structure and routines

Market Financial Center Manager

Operations

• Monitoring application and system alerts, performing initial triage, and executing alert-based steps to restore service quickly.
• Working closely with production support and cross-functional technical teams to escalate and coordinate issue resolution as needed, ensuring minimal impact to operations.
• Following established event management processes and focusing on timely response, accurate diagnosis, and disciplined alert handling.
• Being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications.
• Performing initial investigations, mitigating impacts through routines and engaging in triages, responding to user requests, and working with technology teams to identify, troubleshoot, and resolve issues.
• Following well-defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration.

Production Operations Specialist

• 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

Financial Crime

• Completes investigations while overseeing cases meet or exceed closure and quality metrics
• Completes Suspicious Activity Reports (SAR) in a timely manner
• Reports facts of the investigation to senior stakeholders
• Performs quality control functions and investigative support roles

GFC Investigator – Brokerage, AML

Consultant

• Design and document current state and future state business processes, workflows, controls, and roles for Market Growth & Collaboration capabilities
• Translate business process designs into clear business and functional requirements, acceptance criteria, and delivery plans
• Own project planning, execution, dependency management, risk management, and status reporting for in-year and year-over-year initiatives
• Coordinate cross functional partners including Finance, Technology, Data, Risk, Operations, and LOB stakeholders
• Manage readiness activities including communications, training coordination, rollout planning, and post launch support
• Support governance routines, leadership forums, and executive updates aligned to introductions strategy
• Create executive ready materials and documentation to clearly communicate progress, risks, and decisions

Customer Segment Consultant II

• Provide maintenance support across Basecamp platforms, including troubleshooting and issue resolution
• Own and manage escalations end-to-end, ensuring timely resolution and clear status communication
• Partner with technology and business stakeholders to address system and data-related issues
• Support stale action plan closure activities
• Manage escalations and access requests
• Perform backend updates, including table maintenance and uploader/DCT processes
• Remediate DCIM-related issues
• Conduct User Acceptance Testing (UAT) for Appian/Angular applications
• Maintain and update alerts within the Basecamp portal
• Manage portal access requests and permissions
• Maintain link inventories and ensure accuracy of resources
• Add and update links, reports, and resources within the portal
• Confirm alignment with ODIN standards
• Process reporting access requests
• Investigate and escalate data issues
• Perform quality monitoring and data validation activities
• Conduct daily report validation for APRE/LED reporting outputs
• Support access requests and onboarding
• Perform survey updates and configuration changes
• Own and manage escalations related to tool functionality

Customer Segment Consultant I

Architect

• This job is responsible for defining an architectural vision and solution aligned to the enterprise architecture strategy, technology, and platform choices.
• Key responsibilities include describing the solution intent/associated operating environment, evaluating system impacts, determining the primary systems/sub-systems and their interfaces, and assisting with end-to-end solution design.
• Job expectations include defining non-functional requirements/architectural runway to support new epics/features and ensuring solutions are fit for purpose by working with stakeholders and service providers.

Account Manager

• Manages a book of high net worth, active self-directed clients.
• Serves as primary point of contact for all of the clients' trading and servicing needs.
• Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations.
• Develops knowledge of internal policies, procedures, and processes.

Premium Elite Relationship Manager

AI Engineer

• This job is responsible for providing leadership, technical direction and oversight to a team delivering technology solutions.
• Key responsibilities of the job are to provide oversight of the design, implementation, and maintenance of complex computer programs, align technical solutions to business objectives, and ensure that coding practices/quality comply with software development standards.
• Job expectations include conducting multiple software implementations and applying both depth and breadth in knowledge of several technical competencies.
• This role is for a Feature Lead in the Generative AI Core Engineering Team, responsible for designing and delivering high-performance, scalable, and secure APIs to support Generative AI workloads.
• The Feature Lead will collaborate with cross-functional teams to ensure solutions meet business objectives while adhering to technical standards.

Feature Lead – Technology, GenAI Platform

Strategy

• Leading and supporting a broad range of strategic efforts across Global Payments Solutions
• Consulting with senior management to define and lead projects
• Assisting with the execution of key strategic initiatives
• Providing insightful analytics to promote business optimization and informed decision-making
• Leads routine reporting processes to deliver timely data to decision makers
• Identifying and developing new methodologies for report production and delivery
• Participating in the business and strategic planning process
• Developing and leveraging business acumen to inform decisions across sub-Lines of Business
• Supporting evaluation of emerging digital payment instruments and network models
• Communicating complex or technical concepts in a clear and concise manner to a broad set of stakeholders

GPS Strategy Lead

• Guides the strategic direction of enterprise-wide initiatives
• Provides strategic guidance to senior managers and engages executive stakeholders
• Fosters collaboration across product, channel, and operations teams
• Delivers measurable outcomes through disciplined execution and change leadership

Business Strategy & Intelligence Manager

People Operations

• The PMO provides a single point of contact for program management related functions.
• Responsible for the execution of the program to ensure a coordinated delivery of the business outcomes.
• Ensures that the programs maintain a standard project management approach.
• Creates a clear, coherent approach to guide effective program/project setup, execution, and control.
• Strong business centric mindset with ability to utilize sound business judgment and tailor approach to drive optimal business outcomes.
• Develop, maintain, and report on an overall integrated delivery plan.

PMO Manager – Chief People Organization

• As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses
• You will be taught the foundational skills needed to be an advisor
• Help to deliver Bank of America’s core banking, investment solutions and approach to client care
• Once successful, you will typically progress into the next role, Financial Solutions Advisor Stage II
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence
• Collaborate with core banking and investment partners.

Financial Solutions Advisor

• Obtain Securities Industry licenses through dedicated classes
• Build and manage client relationships
• Deliver Bank of America’s core banking and investment solutions
• Provide end-to-end comprehensive advice to clients
• Collaborate with banking and investment partners

Financial Solutions Advisor – Registration Candidate

Data Analyst

• Supports the extraction of data using a variety of programming languages, such as SQL, SAS, Python, or Spark/Scala
• Connects provisioned data across multiple sources and performs necessary transformations utilizing both technical, business, and process knowledge to transform data into meaningful values and insights
• Performs quantitative techniques and analysis on customer, transaction, and performance data
• Follows requirements developed by other analysts and supervisors to perform required research, analytics, and exploration on appropriate and accurate data sources
• Communicates complex subjects in a simple and engaging manner to non-technical and technical business partners using software such as Power Point, Word, Excel, and Tableau
• Assists with conducting quality comparison checks on analysis output and escalates data inconsistencies, gaps, or issues to leadership