Bank of America

Client Partner

• Developing and managing dealer relationships to increase auto applications and loan production sales
• Prospecting new clients and managing dealer's portfolio for mutually beneficial partnerships
• Executing risk management activities and capturing market intelligence

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

Manager

• Delivers world-class digital software solutions, meets business and client needs, and manages timing, budget, and scope constraints
• Owns operational routines, governance, and best practices that guarantee industry leading go-to-market and a healthy performance for the bank's digital solutions
• Oversees governance, risk management, use of data, and client feedback to drive feature roadmap and prioritization at the project level
• Manages project planning, sprint, and release planning and contributes to the execution of the program roadmap leveraging Agile principles
• Creates presentations and written materials and communicates in an effective and engaging manner to enhance project outcomes
• Builds and maintains relationships across stakeholders and partners in order to effectively navigate the bank, ensure successful delivery of assigned work, and secure ongoing support for owned features
• Leverages knowledge of the business to make informed decisions at every stage of the product development and sustainment lifecycle

Senior Digital Manager

Marketing

• Responsible for significant contributions to the overall marketing strategy for a portfolio of medium to large programs, products, and processes
• Identify risks and opportunities and defining and delivering strategic solutions
• Support the end-to-end migration program from Resource Central to Seismic
• Drive cross-functional coordination across marketing, field enablement, product, line of business partners, and technology teams
• Track progress and manage risks, issues, and dependencies

Marketing Strategy Integration Lead

Financial Planning and Analysis

• Experienced, high performing sales professional responsible for providing equipment finance and lease financing solutions to Bank of America clients and prospects
• Typical client profile is companies with revenues between $50MM and $2BN and typical transaction sizes between $1MM and $50+MM
• Candidate will possess proven client relationship and sales skills, strong work ethic, preference for credit and tax leasing knowledge, prospecting and cold calling skills and a strong ability to multi-task
• Prior equipment finance and lease experience is preferred, but will consider candidates with a proven history of exceptional sales performance and general understanding of credit and bank environment
• Extensive travel is required

Senior Leasing Sales Specialist – Equipment Finance

• The Senior Treasury Sales Officer (TSO III) for the Global FIG Investments and Securities Team will be responsible for managing a large portfolio of critical Clients.
• Leads all aspects of the treasury management relationship for a complex portfolio of existing and prospective global clients within the Securities and Investments segments.
• The role partners closely with Corporate Bankers and cross functional stakeholders across Product, Compliance, Credit, Risk and Service to deliver differentiated, scalable global solutions aligned to client objectives and risk standards.
• Drives responsible growth by originating new client relationships and expanding existing portfolios through the identification and cross selling of global payment and treasury solutions within an established risk framework.
• Owns revenue, balance, and profitability outcomes for a dedicated client portfolio, with accountability for client planning, portfolio strategy, pricing discipline, and end to end proposal development and execution.
• Maintains deep client focus supported by strong industry and subsector expertise, along with a broad understanding of bank structures and global treasury operating models.
• Leads, coaches, and develops Treasury Sales Analysts, providing day to day guidance, prioritization, and mentorship to ensure high quality client deliverables and talent development.
• Serves as a digital ambassador, championing mobile, digital, and real time payments adoption to enhance client efficiency and competitiveness.
• Leads strategic, consultative dialogues with senior client stakeholders on complex, client centric issues, leveraging best practices, peer benchmarking, and industry data and analytics.
• Leads end to end transformation of client onboarding experience for Private Capital clients by partnering across Sales, Product, Operations, Technology, and Compliance to streamline processes, enhance digitization, and improve speed, transparency and client satisfaction.
• Serves as the Senior Cross Functional Lead driving onboarding strategy and execution.
• Sustains a high touch client engagement model through regular on site and virtual meetings, participation in industry conferences, roundtables, and targeted client events.

Treasury Sales Officer III – Global FIG Investments, Securities

Strategy

• Lead cross-functional teams and influence senior stakeholders to drive strategic transformation
• Design and implement transformational strategies to ensure adoption of new processes and technologies
• Partner across business and technology teams to ensure the strategy is insight-driven, business-aligned, and future-ready
• Monitor industry trends, emerging technologies, and best practices in governance and AI/ML; provide recommendations to inform strategic planning
• Build and/or execute business initiatives and/or processes, while partnering with stakeholders and partners
• Solve complex problems and deliver on business initiatives and processes by applying subject matter expertise and technical knowledge of the business
• Engage with key stakeholders, partners, and business leadership to deliver on business objectives
• Perform analytics, assessments, and/or interpretation of data and/or information to identify business opportunities, derive insights, and measure outcomes
• Develop strategic and tactical plans to drive progress towards business goals and objectives

Strategic Initiatives Lead

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 and partners Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations
• Performs quality control functions, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities in an investigative support role
• Analyze financial transactions to assess whether activity is suspicious and warrants further investigation.
• Manage the full lifecycle of fraud investigations, from initial review through documentation and resolution.
• Gather and evaluate relevant information to support sound decision-making throughout the investigative process.

Global Financial Crimes Investigator

• Providing advice to business unit executives and senior-level managers on Human Resources (HR) issues
• Establishing the strategy for Enterprise and line of business specific Human Resources (HR) priorities
• Ensuring organizational effectiveness across talent acquisition, performance management, talent development and learning, succession planning, compensation, etc.
• Acting as a trusted advisor to leadership and partners with senior business leaders
• Overseeing and defining the strategy for critical workforce activities, including headcount reporting and analytics, financials/expenses, promotions, opportunity and inclusion, performance, talent management, and key cross-HR initiatives
• Helping senior leaders build effective teams, develop talent, manage risk, and create an inclusive environment that values deep and broad skills, experiences and perspectives

Human Resources Executive – CFO

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads
• Meeting with clients to review financial and investment goals
• Building a financial plan
• Recommending brokerage products
• Applying and expanding knowledge by completing required licenses and trainings

Financial Solutions Advisor

System Administrator

• Responsible for the Operational support of LINUX/UNIX-based messaging systems.
• Primarily responsible for system availability, troubleshooting/triage for production problems.
• Participates in a service monitoring function with responsibilities in areas of incident and problem management.
• Role will contribute to product/service design, development and implementation deliverables, to include assessment and optimization of systems and review of user requirements.
• Serves as a fully seasoned/proficient technical resource; provides technical knowledge and capabilities as team member and individual contributor.
• 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.
• Manage and support Email Routing infrastructure applications on a day to day basis.
• Installs, configures and troubleshoots Applications used to support Email Routing Infrastructure.
• Monitor, measure, report and review current performance of application services and ensure availability and capacity meet business demand.
• 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.
• 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).

Collaboration Operations System Administrator – Linux/Unix

• Partners with business and Human Resources (HR) leaders to design and deliver talent management strategies and talent development plans that ensure effective succession planning and a bench of future leaders
• Leads, designs, and implements key leadership development processes and HR initiatives such as talent and succession planning, performance management, organizational design and effectiveness, manager development, 360 feedback, and program nominations
• Executes talent management strategy and organizational design across local, regional, and enterprise teams and partners while ensuring compliance with rules and regulations
• Provides consultative support and coaching to key leaders focused on promoting and developing diverse and top talent
• Maximizes business and enterprise objectives and outcomes by implementing strategic talent solutions leveraging quantitative and qualitative data
• Partners with control functions (e.g., Corporate Communications, Legal, Risk, Compliance) to mitigate people risk and effectively communicate people moves and talent processes to impacted stakeholders
• Drive end-to-end learning strategy for client organizations, working closely with learning consultants and leveraging internal learning resources
• Consults with leaders on organizational change including assessing operating model and org design effectiveness, preparing org design proposals and communication plans
• Serves in advisory roles for horizontal initiatives, working with line of business and HR partners to consult

Talent Consultant II – CFO

Operations

• Responsible for managing one or more major operations segments for a site, region, or product line within the bank's internal operations
• Identifying, analyzing, and resolving complex problems related to product lines
• Ensuring compliance with policies
• Identifying opportunities to improve process performance and operating efficiency
• Supervising day-to-day activities of employees such as executing transactions
• Leading a critical Operations Portfolio with National oversight & execution within the Home Loans Sales Channel
• Evaluating efficiencies and identifying areas of improvement and growth to the overall process

Group Operations Manager

• Developing and implementing business strategies by managing platform development initiatives from idea creation through deployment.
• Identifying customer needs, working with Technology on design options, and validating concepts.
• Developing business cases, partnering with Technology and key operational stakeholders to conduct analyses, and writing business and functional requirements documentation.
• Defining the strategic vision for key user experience functionalities, identifying administrative modifications and opportunities to streamline data entry processes.
• Driving innovation and improving platforms used by bank employees and support organizations to maximize system stability, while minimizing user disruption.
• Interacting with key program stakeholders such as platform and process design teams to facilitate solutions and remedies to any risks/issues identified during platform deployment.
• Leading the end-to-end requirement gathering and release execution process from an operational validation perspective with Technology partners.
• Managing User Acceptance Testing execution and documents evidence of success prior to release.
• Partnering with Technology to plan, implement, and deploy business strategies, while prioritizing the bank's long and short-term goals.
• Becoming a subject matter expert in CreditCenter across multiple applicable businesses and functions.
• Leveraging knowledge of underwriting, monitoring, and/or fulfillment processes to aid regression scenario definitions and ensure comprehensive regression suite test coverage.
• Leveraging executive presence skills to influence senior business stakeholders and program leadership on roadmap prioritization decisions.

Platform Manager

• Achieving goals through coding and/or metadata management
• Support and technical direction for platforms and operations
• Interacting with managers and partners to identify, research, analyze and resolve complex problems or to develop significant process enhancements
• Translating business needs into technical requirements for supported platforms
• Working independently with direction
• Delivery of tactical plans to achieve goals through coding and/or metadata management, support and technical direction for platforms and operations
• Supporting the delivery of marketing campaigns in the Offers Management/Insights Engine platforms across all products in associate & digital channels
• End-to-end process to launch new offers and change existing offer design
• Capturing requirements, driving execution timeline, writing & executing test scripts, UAT and production validation
• Supporting channel integration and expansion initiatives
• Developing implementation plans for targeted offers and referrals, consulting with partners across marketing
• Translating the intended customer and associate experience into technical requirements for offer display
• SME for integration and functionality across delivery platforms, real-time rules, file delivery, front-end and back-end applications
• Managing strict execution timelines and SLAs for implementation plans, test script preparation, test data requests to ensure on-time and error-free deployment
• Performing user acceptance testing and production certification and ongoing monitoring of a production environment to reduce the risk of defects

Marketing Channel Execution Manager

Administrative Assistant

• Provide diverse and confidential administrative support, including extensive calendar management
• Support 6-8 Bands 2&3 employees with minimal indirect support for their direct reports
• Communicate and interact with all levels of the Bank of America including senior executives across other business lines and support partners
• May be involved in high-level client contact and exposure to sensitive information, and must use considerable tact, diplomacy and Judgment.
• Manage multiple objectives, projects or activities all at once
• Perform diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence
• Proactively manage executive calendar, key deadlines, delivery commitments, routines
• Coordinate schedule for executive to maximize time and create efficiencies; proactively anticipate issues/challenges
• Phone coverage, travel scheduling for both domestic and international travel and expense processing, invoice processing where needed
• Assist in organizing and executing All Hands/Staff Meetings
• Prepare meeting minutes and related meeting documents, utilizing written and oral communication skills
• Prepare correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems