Bank of America

Bilingual

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• processing cash transactions for clients
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• connecting clients to solutions that meet financial goals

Relationship Banker – Bilingual Spanish

Financial Planning and Analysis

• Obtain Securities Industry licenses
• Learn foundational skills to be an advisor
• Help deliver core banking and investment solutions
• Build and manage client relationships
• Provide end-to-end comprehensive advice
• Recommend strategies to help clients achieve financial goals

Financial Solutions Advisor

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

Relationship Banker

Risk

• Shape IAM business requirements for enterprise authentication and authorization, helping to guide future direction across the organisation.
• Ensure AI systems, agents, and services comply with IAM standards, internal policies, and applicable regulatory and audit requirements.
• Oversee identity and access controls across private cloud, SaaS, and hybrid environments.
• Guide the adoption of modern access models such as zero trust, conditional access, and least privilege.
• Establish and govern API authentication and authorization standards across the enterprise.
• Ensure APIs are protected using consistent, secure identity patterns (token-based access, service authentication, least privilege).
• Partner closely with application, platform, and integration teams to embed IAM controls into API design and development lifecycles.
• Oversee risk management, metrics, and reporting related to API access and service identities.
• Partner with governance teams to ensure IAM requirements are defined, measured, reported, and enforced.
• Ensure compliance with internal policies and external regulatory and audit requirements.
• Provide executive-level reporting on identity risks, control gaps, and remediation progress.
• Support audit engagements, issue remediation, and sustainable control design.
• Build partnerships across GIS, Core Technology, Application Development, Risk, Compliance, Audit, and Third-Party Management.
• Influence solution design and drive adoption through credibility, collaboration, and strong stakeholder engagement.
• Clearly communicate risks, decisions, and tradeoffs to both technical and non-technical audiences.
• Drive alignment across teams operating at different speeds and maturity levels.

Senior Identity, Authentication, Authorization & Governance Analyst

Full-stack Engineer

• Define and lead the engineering approach for complex features
• Deliver complex features and technology, providing technical thought leadership
• Ensure security and compliance in cloud deployments using AWS IAM, encryption, and monitoring best practices
• Optimize cloud infrastructure for scalability, performance, and cost-efficiency
• Conduct research, design prototyping, and other exploration activities

Senior Engineer – Payments Modernization

Account Manager

• Manage an extensive portfolio of HENFP clients with annual revenues of $50 million and above
• Acquire, deepen, and maintain profitable client relationships through sales and prospecting
• Understand and interpret financial and cash flow statements
• Collaborate with domestic and international teammates
• Lead dialogue with complex clients regarding industry and business issues
• Coach and mentor peers

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

• Obtain your Securities Industry licenses including SIE, Series 7, Series 66
• Acquire, build and manage client relationships
• Consider client’s complex financial picture and provide guidance
• Deliver Bank of America’s core banking, investment solutions, and client care
• Work in a financial center after achieving key milestones

• At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
• This job is responsible for managing a financial center and its employees on a day-to-day basis.
• Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.
• Job expectations include ensuring operational excellence and cohesive effectiveness.
• Develops talent, including proactive sourcing of candidates.
• 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 by engaging employees on business strategy.
• Manages organizational priorities and effective execution.

Financial Center Manager

Analyst

• Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility
• Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutions
• Monitors the client's operating performance and financial condition, proactively identifying issues and opportunities
• Delivers financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process
• Ensures adherence to credit policies, guidelines, procedures, and applicable regulatory requirements
• Perform financial, industry, counterparty, and transaction analyses, including qualitative and quantitative due diligence to support underwriting decisions
• Conduct research and prepare comprehensive credit approval packages, including written transaction justification and supporting documentation
• Participate in the underwriting and documentation of project finance and other credit facilities, ensuring alignment with client needs and the bank’s risk/return objectives
• Review the credit profile of key transaction counterparties (e.g., borrowers, sponsors, servicers, and off‑takers) and assess structural and stress considerations
• Provide analytical support and input on select projects or initiatives to enhance credit processes, reporting, or portfolio risk management

Credit Analyst II – Credit Underwriter I, Renewable Energy, Infrastructure

Product Specialist

• Collateral Valuation and Residual Risk Evaluation
• Assist in Structuring Equipment Finance Transactions for both Loan and Lease Transactions
• Contribute to Documentation Review and Negotiation
• Support Syndications Team
• Appraisal and Inspection Engagement and Review
• Portfolio Impairment Testing
• Provide Advice and Commentary on Equipment and the Markets in which they Operate to Internal Partners and Clients
• Support Global Leasing’s Corporate and Commercial businesses; ensuring EMG policies, procedures, controls and analytical principles are consistently followed
• Formulate and recommend Residual Value (RV) risk levels for new lease transactions, provide collateral valuations in support of loan-type products and support the acquisition of transactions and/or portfolios
• Provide accurate, well-reasoned opinions of current and future value, supported by research and data
• Work with a large, diverse marketing and sales organization to support, advise and provide consultative guidance relative to future asset values and market attributes
• Assist Credit, Legal, Transaction Management, Originations and Sales Management in structuring transactions to ensure that Global Leasing is protected in all situations contemplated in the financing
• Construct documents and provide specific terms and conditions designed to protect Global Leasing’s investment
• Build and maintain strong relationships with equipment brokers, inspectors, appraisers, remarketers and external suppliers
• Evaluate new target markets and provide responsive support for analyzing, winning and managing new equipment investment opportunities

Product Specialist II/III – Equipment Management

• 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
• Performs spike/proof of concept as necessary to mitigate risk or implement new ideas
• Automates manual release activities
• Designs, develops, and maintains automated test suites (integration, regression, performance)

Software Engineer III – Payment Modernization

Product Manager

• Responsible for maximizing the value for a product.
• Defines the vision and roadmap for the product, defining and prioritizing stories in the product backlog, and articulating this to both stakeholders and the development team.
• Works closely with stakeholders to understand their needs, and with the Product Manager in a scaled Agile model to ensure there is alignment.
• Possess a working knowledge of the product, and basic understanding of the business or technology domain.
• Communicates the product vision and roadmap to stakeholders and the team.
• Collaborates with stakeholders to understand their needs and problems.
• Creates and prioritizes work for one team.
• With some guidance, creates and prioritizes stories in the product backlog.

Product Owner – Cash and Transportation Services

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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

• Analyzes client's financial performance by comparing it to past performance, projections, and industry standards
• Reviews financial statements, assesses the client's compliance with financial covenants, and renews risk ratings, while recommending changes as warranted
• Assists in the underwriting, credit risk analysis, negotiation, and closing of new transactions or existing transactions, while adhering to all relevant policies and procedures
• Evaluates transaction and relationship risk-adjusted profitability to facilitate the allocation of capital
• Build projection models for the client (as needed) based on historical performance, industry forecasts, and other due diligence findings
• Analyze client financial information to assess creditworthiness, identify and mitigate risks, evaluate collateral, and ensure compliance with regulatory requirements and internal credit policies
• Perform ongoing monitoring activities, including analysis of client financial performance and collateral positions, to proactively identify risks and trends
• Support loan structuring and execution by participating in discussions and assisting with the preparation and completion of loan documentation
• Review client requests and credit submissions to ensure accuracy, completeness, and adherence to credit policies and procedures
• Participate in client meetings and portfolio reviews to deepen understanding of the client’s business, management team, and performance, while supporting internal and regulatory use of credit data

Credit Analyst II – Asset Based Finance

• Serving as the first point of contact for financial center clients
• Helping to uncover personal banking needs of both individual and small business clients
• Offering appropriate solutions and connecting clients to specialists
• Deepening client relationships through platform services
• Supporting clients with self-service or transactional activities
• Providing exceptional client care
• Proactively connecting with clients through outbound calls and conducting consistent follow-up routines

Relationship Banker – Bilingual Spanish

Financial Solutions Advisor

Relationship Banker

Senior Identity, Authentication, Authorization & Governance Analyst

Senior Engineer – Payments Modernization

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

Financial Solutions Advisor

Financial Center Manager

Credit Analyst II – Credit Underwriter I, Renewable Energy, Infrastructure

Product Specialist II/III – Equipment Management

Software Engineer III – Payment Modernization

Product Owner – Cash and Transportation Services

Financial Solutions Advisor

Credit Analyst II – Asset Based Finance

Senior Banker, Bilingual Mandarin