Bank of America

Compliance

• Review Investment Banking (“IB”) transactions for potential addition(s) to the Watch List and/or Restricted List.
• Follow up with IB to receive deal updates.
• Review of Global Research reports prior to public dissemination against the Watch or Restricted List in accordance with Laws, Rules, and Regulations.
• Provide Global Markets principal/firm trade preclearance on restricted list issuers.
• Provide information wall subject matter expertise/consultation to support all lines of business and support partners.
• Assist with the training of new hires and junior team members.
• Respond to AMRS regulatory Inquiries, lead/facilitate meetings with Research Legal and Investment Banking Legal.
• Manage day to day Control Room processes.
• Assist AMRS manager in Quality Assurance reviews for the AMRS team.
• Provide training and awareness to the lines of business and their support partners on information wall topics.
• Contribute to global technology initiatives via idea generation, UAT testing or working alongside Global Tech and Operations support partners.
• Assists in assessing risks, associated controls and their effectiveness, while driving compliance with applicable laws, rules, and regulations, adhering to policies, and developing reporting and documentation.
• Engages in activities to provide support to the Compliance and Operational Risk teams in order to provide independent compliance and operational risk oversight of Front Line Unit or Control Function performance and any related third party/vendor relationships in alignment with the Global Compliance - Enterprise Policy, the Operational Risk Management - Enterprise Policy (collectively the Policies) and the Compliance and Operational Risk Management Program and Standard Operating Procedures.
• Assists in identifying and escalating problems or issues that arise and drives actions to address the root causes that lead to compliance risk issues and/or operational risk losses.
• Assists in the development of independent risk management reporting for respective area(s) of coverage as input into management routines.
• Assists in responding to regulatory inquiries and other audits and examinations.
• Monitors the regulatory environment to identify regulatory changes applicable to area(s) of coverage and maintains a comprehensive regulatory inventory.

Compliance & Operational Risk Specialist – Global Control Room

Financial Planning and Analysis

• 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

Account Manager

• Provides advice and valuable financial solutions to Global Commercial Banking clients and prospects.
• Serves as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships.
• Collaborates with teammates, facilitates client relationships with Product Specialists.
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends.
• Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion.

Senior Relationship Manager – Global Commercial Banking, Middle Market

Operations

• Driving operational support across multiple locations/site
• Influencing site leadership to achieve key operating metrics
• Ensuring rigorous reporting & inspection routines
• Leading key initiatives and translating strategy into operational deployments
• Proactively identifying/responding to risk issues
• Coached team managers for positive results

Operations Performance Manager – Check, Digital Claims

System Administrator

• Executes processes in support of the IT infrastructure and resources required to plan for, develop, deliver and support IT services and products to meet the needs of a business within required SLAs
• Prepares for new or changed services, management of the change process and the maintenance of regulatory, legal and professional standards
• Manage and support infrastructure applications and related data repositories on a day to day basis
• Monitor, measure, report and review current performance of application services and ensure availability and capacity meet business demand
• Apply applicable information security procedures to maintain compliance across infrastructure applications
• Manages the performance of systems and services in terms of their contribution to business performance and their financial costs and sustainability
• Supports the development of continual service improvement plans to ensure the IT infrastructure adequately supports business needs
• Facilitates the resolution (both reactive and proactive) of problems throughout the information system lifecycle, including classification, prioritization and initiation of action.
• Documentation of root causes and implementation of remedies to prevent future incidents.
• Installs, configures and troubleshoots Application(s) used to support IT Services
• Acts as third level resources for Collaboration application(s)
• Collaborates effectively with their Architecture/Engineering peers for new initiative solution planning, testing/validation, complex troubleshooting, and problem resolution
• On-Call support responsibilities (coverage nights & weekends)
• Major incident triaging

Collaborations Operations System Administrator – SharePoint

• Provides employees with the tools needed to assist clients (may include equipment, system access, skilling, etc.)
• Remediates system issues
• Performs reporting and analysis to identify risks and trends
• Assists with process and procedure updates in line with business changes
• Manages expenses through device recovery, equipment management, and virtual assistant reinforcement
• Partners with operations leaders on site support including desk assignments, move assistance, desk audits, and equipment provisioning
• Records retention execution

Operations Support Lead II – ATM/Debit Fraud Claims

• Managing a financial center in collaboration with senior team members
• Supporting the operational excellence of the financial center
• Overseeing the smooth and efficient functioning of the teller line
• Ensuring adherence to day-to-day policies and procedures
• Taking leadership responsibility for the financial center when teammates are absent

Financial Center Assistant Manager

• 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

Financial Solutions Advisor

• Assisting clients to live their best financial lives through personalized advice
• Building and managing client relationships while guiding them through complex financial decisions
• Collaborating with core banking and investment partners
• Delivering comprehensive financial advice and client presentations

• Responsible for maintaining and building existing client relationships as well as acquiring new client relationships
• Serving as the primary point of contact or trusted advisor
• Collaborating with teammates and facilitating client relationships with teammates
• Grow a significant existing dealer portfolio in a major market with the strength of the Bank of America brand and product offerings to support you
• Product offerings will include new and used vehicle floor plan lines of credit, term loan financing (real estate/acquisition financing etc.), DDA /Treasury products, Merchant Services, 401k & Employee Benefits services.

Senior Relationship Manager – Global Commercial Banking, Dealer Financial Services

Product Manager

• Developing and managing the end-to-end product life cycle for highly complex products.
• Conducting market research and competitor analyses.
• Determining product pricing.
• Developing short and long-term strategies.
• Identifying innovative opportunities to modernize product offerings and deliver a more unified customer experience.
• Ensuring that product management efforts are integrated with sales, marketing, operations, implementation, and customer service strategies.

Senior Product Manager

Administrative Assistant

• Provides administrative support in a complex team environment to both senior and junior bankers
• Coordinates internal/external meetings and conference calls
• Handles a high volume of phone calls and interacts with high level business leaders in a professional and effective manner
• Responds and follows up on client requests
• Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics
• Coordinates a high volume of travel arrangements and processes expense reports
• Maintains understanding of firm policies and handles certain issues independently
• Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events
• Orders supplies and keeps inventory well-stocked

Administrative Assistant, Global Corporate & Investment Banking

• Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
• Utilizes a variety of systems, such as Excel, SAS, SQL, Tableau, and other relational data bases, to provide analytical support on strategies, ensure goals are met
• Evaluates data to assess potential fraud risk and creating mitigation strategies
• Proposes policy/procedural changes within segmentation structures to produce optimal results
• Recommends ways to help the business achieve desired outcomes and make informed business decisions using data analysis outputs
• Leads the coordination of the production of product performance reports and updates for senior management
• Develop and implement comprehensive strategies to identify, prevent, and mitigate deposit fraud activities
• Stay abreast of emerging trends and tactics to ensure the effectiveness of detection strategies
• Leverage data analytics tools and techniques to analyze large datasets, identify patterns, and uncover indicators of deposit fraud activity
• Conduct risk assessments to identify vulnerabilities in the organization's systems and processes that may be exploited by fraudsters

Senior Fraud Analytics and Innovation Analyst – Financial Center Fraud Strategy

Project Manager

• Executes project deliverables while working with various partners and user community
• Completes required documentation, business analysis, testing, and operational readiness activities within project timelines
• Identifies upstream and downstream impacts associated with project related changes and/or decisions
• Adheres to Chief Financial Officer Group's Change Management Governance and Control requirements
• Requires an understanding of Finance, Accounting, Technology and Project Management
• Supports project planning activities including creating timelines, coordinating milestones, and tracking deliverables across Finance, Technology, and business partners
• Prepares project artifacts such as status updates, RAID logs, meeting materials, decision documents, and governance submissions
• Assists with requirements gathering, process mapping, and documentation to support Finance system enhancements and operational changes
• Coordinates user acceptance testing (UAT), including test case development, execution support, and issue tracking
• Monitors project risks and dependencies and escalates issues proactively to ensure timely resolution

Project Manager – Finance Solutions

Risk

• Responsible for the investigation of potential At-Risk Person referrals
• Conduct thorough and timely investigations with consistent application of procedures
• Analyze and interpret information gathered from databases
• Prepare concise reporting that captures investigative details
• Engage with State/Regulatory agencies and law enforcement as needed

Compliance & Operational Risk Specialist – Global Control Room

Relationship Banker

Senior Relationship Manager – Global Commercial Banking, Middle Market

Operations Performance Manager – Check, Digital Claims

Collaborations Operations System Administrator – SharePoint

Operations Support Lead II – ATM/Debit Fraud Claims

Financial Center Assistant Manager

Financial Solutions Advisor

Financial Solutions Advisor

Senior Relationship Manager – Global Commercial Banking, Dealer Financial Services

Senior Product Manager

Administrative Assistant, Global Corporate & Investment Banking

Senior Fraud Analytics and Innovation Analyst – Financial Center Fraud Strategy

Project Manager – Finance Solutions

Senior Investigator, At-Risk Persons