Bank of America

Financial Planning and Analysis

• Managing a financial center and its employees on a day-to-day basis
• Operating as a business owner and fostering a team environment
• Ensuring operational excellence and cohesive effectiveness

Financial Center Manager

• 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
• Drives operational excellence
• 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

Administration

• Point of contact for assigned clients for all loan-related servicing matters
• Deliver highest level of service to lenders/investors, borrowers, vendors and internal business units
• Ensure compliance with servicing agreements, government regulations and company policies
• Accurately key all transactions into the system of record and/or workflow tool
• Ensure timely communication with clients and partners

Loan Servicing Administrator I

Client Partner

• Expanding client relationships by identifying opportunities to deepen existing relationships
• Advising on the client’s financial needs and the full array of Private Bank's capabilities
• Establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects
• Executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience
• Responsible for the provision of residential mortgage loans, subject to SAFE Act registration

Private Client Manager – Investments

Strategy

• Lead end-to-end Monthly and Quarterly Business Review (MBR/QBR) processes, including timelines, data validation, stakeholder coordination, and delivery of executive-ready materials.
• Own LOB and Enterprise scorecards, ensuring accurate, consistent visibility into performance using standardized metrics.
• Develop executive presentations, dashboards, and reports that clearly communicate performance trends, risks, and business updates.
• Manage data aggregation across systems and teams to deliver timely, accurate, and audit-ready reporting.
• Drive reporting efficiency by leveraging data visualization and automation tools.
• Identify and implement improvements to reporting processes, KPIs, and data quality.
• Serve as a central point for reporting operations, ensuring alignment and on-time delivery.
• Lead automation and workflow optimization efforts to improve speed, accuracy, and scalability.
• Partner with cross-functional teams and leadership to deliver insights, solve complex problems, and execute strategic initiatives.

Business Strategy Manager

Operations

• This job is responsible for handling medium to large projects for a Line of Business that may be regional or national in scope.
• Key responsibilities include recommending policy and procedural changes and developing measurement criteria and project plans such as cost and resource estimates.
• Job expectations include working with senior management to evaluate current methods and develop strategies to implement change and improvements brought about by the project.
• Analyzes current state processes, existing operations, procedures, and workflows and discovers pain points to develop approaches for potential solutions, including building a business case for improvement recommendations and driving the execution of implementation.
• Coordinates with the business to support defined project tasks, tracking deliverables and their statuses, and measuring progress against ongoing success measures.
• Supports partnerships with operations management to create project impact and provide direction and guidance to internal teams.
• Establishes and maintains relationships with relevant client stakeholders to communicate updates and escalate issues.
• Performs risk management activities to minimize project risks.
• Assists with creating and maintaining comprehensive project documentation.
• Leverages business knowledge to identify opportunities for improvement and supports change execution.

Operations Project Consultant

Manager

• Lead and execute internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF)
• Support risk mitigation around margin and options products
• Help establish action plans for initiatives/projects to move the business forward

Business Control Manager – Credit Risk

QA Engineer

• This job is responsible for testing and delivering complex software requirements to accomplish business outcomes
• Ensuring the testing strategy and processes are well-defined and continuously improved
• Establishing a test and automation strategy
• Creating common test frameworks
• Defining and managing test processes including test data generation, defect management and reporting
• Understanding and implementing internal/external mandate
• Ensuring compliance requirements are met on all levels of test environments
• Managing traceability
• Leading testing activities across treasury and payment systems
• Developing and executing comprehensive test plans, test cases, and scripts across functional, integration, and component testing phases
• Collaborating with teams for end-to-end (E2E) validation
• Performing detailed data analysis and validation using complex SQL queries across multiple systems
• Validating XML/JSON payloads and API integrations
• Analyzing and testing mappings, workflows, and middleware processes
• Contributing to automation frameworks using Java, Selenium, and Cucumber
• Participating in CI/CD pipelines

Global Payments SQA Lead – Quality Engineer

Customer Support

• Supports the development and maintenance of financial crimes owned policies and standards
• Assists in the production of independent financial crimes risk management reporting
• Assists in the monitoring of changes in regulations applicable to Global Financial Crimes
• Contributes to risk coverage plans, executes independent risk monitoring, testing, and risk assessments
• Assists in the identification, aggregation, reporting, and escalation of remediation and thematic analysis

GFC Support Specialist

Risk

• Apply investigative knowledge to determine the validity of a Merchant and/or credit/debit transactions at a Merchant
• Participate in queue work, initiate outbound calls and manage internal customer/client calls
• Responsible for reviewing, requesting and/or verifying information to validate authenticity of a client and/or client transactions
• Ensure transactional risk events are documented, reported, and researched to avoid any future liabilities and initiate/and or recommend preventative measures to management
• Conduct random sampling and perform case re-work to identify defects and improvement opportunities

Senior Fraud Analyst – Merchant Services Transaction Risk Monitoring

• Handles complex products and/or escalated customer situations regarding possible fraudulent activity.
• Complete inbound and outbound calls and take appropriate action based on complex transaction characteristics or suspicious documentation.
• Perform functions related to research and resolution of fraudulent activity and service support.
• Make decisions under exception conditions and proactively identify and escalate concerns/issues with a sense of urgency.
• Deliver practical, innovative solutions while focusing on retention and re-establishing customer confidence.
• Mentor and assist associates with moderately complex research and analysis of account/relationship activity to assess levels of risk and fraud type.
• Participate in queue work, initiate outbound calls and manage internal customer/client calls.
• Review, request and/or verify information to validate authenticity of a client and/or client transactions.
• Ensure transactional risk events are documented, reported, and researched to avoid any future liabilities and initiate/and or recommend preventative measures to management.
• May conduct random sampling and perform case re-work to identify defects and improvement opportunities.
• Cover weekend hours as part of a rotational or permanent schedule.

• Apply investigative knowledge to determine the validity of Merchant and/or credit/debit transactions
• Participate in queue work, initiate outbound calls and manage internal customer/client calls
• Review, request and/or verify information to validate authenticity of a client and/or client transactions
• Document, report, and research transactional risk events to avoid future liabilities
• Conduct random sampling and perform case re-work to identify defects and improvement opportunities

• This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit.
• Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing.
• Assists with coordination of implementation for products, services, and operational solutions
• Supports the design, documentation, implementation, and monitoring of new products and services
• Provides guidance regarding procedural, technical, and operational changes
• Expands business products knowledge within operations environment
• Builds network by developing relationships with partners and teammates
• Inspects data to identify issues and trends
• Collects and interprets data to validate operational processes

Operations Analyst

• Works with clients to plan financial goals
• Recommends banking and investment strategies
• Triages client requests
• Identifies and engages potential new clients
• Provides coaching and feedback to referral partners

Financial Solutions Advisor

Marketing

• Lead the marketing measurement strategy, including KPIs, targets, and attribution
• Translate performance into clear insights, implications, and actions to drive growth
• Own executive-level storytelling, clearly communicating results, risks, opportunities
• Partner across functions to align priorities, metrics, and investments
• Lead cross-functional collaboration to strengthen marketing measurement
• Set standards for analytical rigor and ensure transparent, high-quality insights
• Define performance reporting and dashboards for executive decisions
• Build and lead a high-performing team
• Drive adoption of consistent measurement practices

Financial Center Manager

Market Financial Center Manager

Loan Servicing Administrator I

Private Client Manager – Investments

Business Strategy Manager

Operations Project Consultant

Business Control Manager – Credit Risk

Global Payments SQA Lead – Quality Engineer

GFC Support Specialist

Senior Fraud Analyst – Merchant Services Transaction Risk Monitoring

Senior Fraud Analyst – Merchant Services Transaction Risk Monitoring

Senior Fraud Analyst – Merchant Services Transaction Risk Monitoring

Operations Analyst

Financial Solutions Advisor

Marketing Measurement & Strategy Manager