Bank of America

Client Partner

• Develops and manages dealer relationships
• Prospects new clients and manages dealer's portfolio
• Works with underwriting and fulfillment partners
• Captures market intelligence and delivers feedback to leadership team
• Represents Consumer Vehicle Lending in the market

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

Product Specialist

• Perform detailed technical due diligence to evaluate project feasibility and identify design, construction, budget, schedule, contractual, and operating risks, including preparation of formal technical memoranda.
• Review project design documents, technical specifications, schedules, and construction methodologies for reasonableness and compliance with industry standards.
• Validate technical and economic assumptions in financial models and collaborate with deal teams to develop and review sensitivity analyses.
• Coordinate with and manage work performed by independent engineering and technical consulting firms.
• Monitor the technical performance of portfolio assets (e.g., generation, availability, O&M expenses, and major technical issues).
• Partner with Portfolio Management on construction monitoring, post‑COD performance reviews, and asset risk assessments.
• Support Origination teams by assisting with early‑stage technical pre‑screening of potential transactions.
• Evaluate and qualify equipment vendors, EPC contractors, and operators across multiple project types.

Product Specialist III – Global Renewable Energy Credit

Financial Planning and Analysis

• Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
• Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
• Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory
• Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies
• Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures
• Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities.
• Lead financial analysis for Card Product initiatives, including analyzing forecasting and actual profitability, and portfolio performance evaluation and commentary
• Develop and maintain financial models to support decision making for Card Product initiatives
• Collaborate with cross-functional teams, including: Finance, Consumer Product, Technology, Credit Risk, Model Risk Management and others, to ensure the alignment of financial goals and tools with business strategies.
• Utilize multiple tools including Alteryx, Tableau, SAS and SQL to analyze data and provide insights on project performance and financial health.
• Prepare reports and presentations for senior management, clearly communicating financial insights and recommendations.

Senior Finance Analyst – Business Support, Card & Small Business Lending Valuation, Analytics, Reporting

• leading the team responsible for identifying, evaluating and signing prospective clients for the Employee Banking and Investing Program
• engaging with corporate clients and senior executives across all lines of business to build relationships
• understanding and presenting program benefits
• managing contracts and coordinating approvals across Legal, Compliance, and Risk teams
• being the key liaison with executives to drive additional business and help present on the EBI business
• conducting client research and preparing for meetings to effectively present program benefits

Client Acquisition Executive, Banking & Investments

Backend 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
• Automates manual release activities
• Designs, develops, and maintains automated test suites (integration, regression, performance)

Software Engineer III – JavaScript

Sales

• Manage and aggressively grow treasury revenue across a portfolio of Large Corporate Natural Resource Group (NRG) clients
• Partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others to develop customized treasury solutions
• Focus on growth of new and underpenetrated client relationships and expansion of existing relationships
• Maintain a strong client focus and treasury industry expertise
• Capitalize on understanding of the evolving tech, innovation, Energy Transition, and ESG landscape

Treasury Sales Officer II

Insurance

• Performing information security reviews of third parties
• Validating assessment scope and partnering with vendor managers
• Collecting and reviewing documentation during assessment
• Completing an assessment of workpapers

Third Party Cyber Assurance Assessor

Android Engineer

• Provide leadership, technical direction, and oversight to a team delivering technology solutions
• Provide oversight of the design, implementation, and maintenance of complex computer programs
• Conduct multiple software implementations and apply knowledge of technical competencies
• Collaborate with the Product Owner to ensure healthy product backlog/requirements
• Mentor team members on engineering practices and skills

Lead Android Engineer

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.

Relationship Banker – Bilingual Spanish

Engineer

• Lead a dynamic oil and gas engineering process evaluating client's oil and gas reserves
• Perform analysis and risk assessment of client engineering data
• Manage associates and provide engineering analysis for clients
• Drive accuracy, consistency, and timely execution of the engineering process
• Champion data-driven decision-making and optimize operations
• Develop and refine engineering techniques for continuous process improvement

Commercial Valuation Executive – Oil & Gas Engineer

• managing and aggressively growing treasury revenue across a portfolio of Large Corporate Natural Resource Group (NRG) clients
• partnering with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives
• focusing on growth of new and underpenetrated client relationships and expansion of existing relationships
• accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery
• maintaining a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation, Energy Transition, and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services
• possessing strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen
• motivated to maintain a consistent level of goal achievement and be willing to challenge themselves

• Perform information security reviews of third parties
• Validate assessment scope and partner with vendor managers and third parties
• Collect and review documentation during assessments
• Determine if appropriate information security controls are in place
• Complete an assessment of workpapers

Cyber Assurance Assessor

Consultant

• Project manage the enterprise military and veterans strategy by translating strategic priorities into integrated execution plans, project roadmaps, and milestones
• Serve as the day-to-day execution and project management lead, coordinating delivery across partner functions, Lines of Business, and external stakeholders
• Plan, manage, and track multiple concurrent initiatives, including scope, timelines, dependencies, risks, and outcomes
• Establish and maintain enterprise operating rhythms, governance forums, and progress reviews to drive accountability and momentum
• Be the Client Manager with the MSAG employee network, ensuring strong advisory and operational and strategic support for the employee network activities.
• Develop and maintain execution standards, playbooks, tools, and guidance to enable consistency and scalability across the enterprise
• Lead or support ad hoc analyses, special projects, and executive-requested work related to military and veterans initiatives
• Support leadership communications, materials, and internal and external engagement as directed
• Monitor, interpret, and stay current on relevant laws, regulations, policies, and compliance requirements impacting military service members, veterans, and military-affiliated employees; proactively assess implications for enterprise programs and initiatives
• Serve as a trusted advisor to leaders and partners by providing informed guidance on risk, compliance considerations, and best practices related to military and veterans strategy, ensuring recommendations are aligned with legal, policy, and enterprise standards.

Military and Veterans O&I Consultant II

• Create competitive strategies and plans to achieve and exceed centralized division objectives.
• Provide timely feedback to Division Executive on Performance, Finance Plan, Revenue, Client Experience, Channel strategy and segment opportunities.
• Analyze and share trends to identify opportunities to acquire, deepen and retain client relationships.
• Manage team of Performance Managers to continuously drive high quality customer experience and consistent execution of client relationship care.
• Improve workforce effectiveness, efficiency and productivity by applying analytics to performance management.
• Work closely with support partners, to provide necessary LOB feedback, associate feedback and customer insights on messages, offers, and collateral to improve awareness of offerings and elevate the client experience.

Consumer Investments Performance Executive

• Developing a book of business in order to meet and exceed established performance hurdles.
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences.
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning.
• Organizing and managing resources (time, people, budget) to run a productive practice.
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.
• Completing mandated training, assessments, performance goals and continuing education requirements.

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

Product Specialist III – Global Renewable Energy Credit

Senior Finance Analyst – Business Support, Card & Small Business Lending Valuation, Analytics, Reporting

Client Acquisition Executive, Banking & Investments

Software Engineer III – JavaScript

Treasury Sales Officer II

Third Party Cyber Assurance Assessor

Lead Android Engineer

Relationship Banker – Bilingual Spanish

Commercial Valuation Executive – Oil & Gas Engineer

Treasury Sales Officer II

Cyber Assurance Assessor

Military and Veterans O&I Consultant II

Consumer Investments Performance Executive

Financial Advisor – Merrill Advisor Development Program