Bank of America

Operations

• Overseeing the Operations team and ensuring they meet deadlines, execute, and coordinate tasks.
• Identifying, analyzing, and resolving complex problems, ensuring adherence to operations procedures.
• Providing guidance to employees, handling exception requests, and referring more complex problems to a senior manager.
• Performing US IRW Tax Withholding and Reporting function which includes but not limited reporting related to 1099, 1042, 1042S, and other outsourced functions.
• Coordinating globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy & Global Tax Compliance.
• Servicing tax related client inquiries and escalations.
• Driving tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change & GBAM Technology.

Senior Operations Team Lead

Banker

• 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.
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Relationship Banker

• 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

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
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Relationship Banker – Bilingual Korean

• 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

Account Manager

• This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects.
• Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships.
• Collaborating with teammates and facilitating client relationships with Product Specialists.

Senior Business Banking Relationship Manager

Financial Planning and Analysis

• 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 – Merrill Advisor Development Program

• Works with clients to plan their short and long-term financial goals
• Recommends banking and investments strategies that align with client financial goals
• Triages client requests and makes referrals to appropriate internal service providers
• Identifies and engages potential new clients through referrals
• Provides coaching and feedback to referral partners

Financial Solutions Advisor

• Providing advice and valuable financial solutions to complex Global Commercial Banking clients
• Serving as the primary point of contact or trusted advisor
• Acquiring, deepening, and maintaining profitable relationships
• Collaborating with teammates and facilitating client relationships with Product Specialists
• Knowledge of the bank's products and services to identify cross-selling opportunities
• Increasing overall client satisfaction

Senior Relationship Manager – Global Commercial Banking, Healthcare, Education, Not-for-Profit Group

Advisor

• supporting Merrill advisors with planning, personal philanthropy, and wealth transfer/tax minimization
• building relationships with advisors and analyzing estate and financial information
• developing planning strategies

Wealth Strategies Advisor – Private Bank

Sales

• Supports end to end treasury sales process for Treasury Sales Officers on the Commercial Real Estate Team focused on developing strategies to grow revenue domestically and internationally.
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
• Supports clients through implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
• Ensure escalated service issues are properly managed with the right resources
• Prepare analysis and presentation materials for all client meetings
• Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

Treasury Sales Associate I – Global Payment Solutions, Commercial Real Estate

• Developing a book of business to meet and exceed established performance hurdles
• Prioritizing sourcing prospective clients and delivering customized solutions
• Recommending investment products and services suitable for clients
• Balancing various activities such as investment growth and customer follow up
• Seeking expertise of specialists to identify strategies for clients
• Completing mandated training and performance goals

Financial Advisor – Sacramento Market

Infrastructure Engineer

• Manage commercial software licenses and procurement processes for AI Infrastructure products.
• Partner with CIO application teams to manage hardware and software demand forecasts.
• Own the end-to-end lifecycle of AI infrastructure products and services, from strategy to execution.
• Drive financial accountability, including budgeting, forecasting, chargebacks, and benchmarking.
• Lead vendor negotiations, manage contracts, and mitigate vendor risk in collaboration with procurement and vendor management.
• Partner with engineering and vendor teams to deliver innovative solutions and manage technical development activities.

AI Infrastructure Services Production Specialist

• Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams, especially Consumer Banking and Workplace Benefits
• Monitor EBI sales reporting and identify gaps/opportunities
• Support effective on-boarding, training, and continuing education of unregistered sales associates.
• Drive the adoption and execution of client relationship process, including sales playbook and lead management to achieve region goals while ensuring compliance with regulatory, policies and procedures
• Support the team in implementing effective performance management including goal setting, incentive, and other reward and recognition mechanisms
• Drive metrics and targets related to client experience, productivity, number of new relationships, revenue growth, leadership behaviors & teamwork, partnership ability & managing by influence
• Lead and develop program initiatives relating to partners and process evolution

Senior Operations Team Lead

Relationship Banker

Relationship Banker

Relationship Banker – Bilingual Korean

Relationship Banker – Bilingual Spanish

Senior Business Banking Relationship Manager

Relationship Banker

Financial Advisor – Merrill Advisor Development Program

Financial Solutions Advisor

Senior Relationship Manager – Global Commercial Banking, Healthcare, Education, Not-for-Profit Group

Wealth Strategies Advisor – Private Bank

Treasury Sales Associate I – Global Payment Solutions, Commercial Real Estate

Financial Advisor – Sacramento Market

AI Infrastructure Services Production Specialist

Performance Manager, Banking & Investments