Bank of America

Program Manager

• Oversees programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function.
• Serves as the primary contact to department managers for critical change initiatives and communicates, influences, and negotiates vertically and horizontally to obtain or leverage resources.
• Delivers regulatory and executive material and ensures results align to program strategy, simplification, and new capabilities.
• Defines program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders.
• Monitors the execution of defined tasks through tracking of multi-year program milestones and statuses, developing program plans, and measuring progress against key performance indicators.
• Analyzes, evaluates, and overcomes program risks, and produces program reports for managers and stakeholders.
• Identifies key requirements for cross-functional teams and external vendors to perform in alignment with program objectives.
• Works with other program managers to identify risks and opportunities across multiple projects, leading decision-making for effective resolution.
• Meets with stakeholders to provide transparency into project issues, builds positive relationships, asks questions, and uses tools to uncover root causes and make recommendations.

Operations

• Maintains and supports the enterprise Messaging and Collaboration infrastructure
• Responsible for Messaging and Collaboration supported applications to include Outlook, Sharepoint, web conferencing, Instant Messaging as major focus
• Manages the integration of email with other systems
• Administers the Messaging and Collaboration user accounts in the enterprise
• Assumes the leadership role in the resolution of complex technical issues
• Consults with application developers on issues related to the impact of applications
• Provides technical expertise to internal IT groups
• Protects the overall security of the messaging environment

Technology Operations Specialist

Sales

• Leading product experts supporting Global Transaction Services in client engagements
• Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio
• Driving collaboration between product, sales, and client relationship teams
• Serving as a trusted advisor by offering industry leading expertise around global liquidity management
• Strengthening existing connections and prospecting new ones
• Delivering BofA’s globally consistent and locally relevant treasury platform

Treasury Sales Officer II

• Oversees the execution of defined project tasks through tracking of deliverables and their statuses, developing project plans, and measuring progress against ongoing key performance indicators
• Manage interdependencies across infrastructure, data, engineering, cybersecurity, and business technology portfolios
• Influences timelines, helps to prioritize work amongst team to meet deadlines, and uses business judgment to tailor approaches and drive optimal business outcomes while managing external and reputational risk
• Orchestrates and drives the successful and timely completion of multi-year, multi-million-dollar global programs to achieve business goals, including the identification and resolution of risks and issues which impact program delivery
• Engages and drives relationships with business partners through strategic leadership, execution of key priorities, thoughtful challenge, and insightful analysis
• Reviews investment strategies, applies and deep understanding of business cases, and the proposed work to articulate outcomes and benefits of the investments
• Facilitates, coordinates, and arbitrates cross-functional macro level topics with key stakeholders, including senior management
• Leads the adoption and sustainment of change and program initiatives and assesses adoption risks
• Represents the function in enterprise forums, steering committees, and leadership councils
• Develops compelling narratives for senior leaders, executive committees, and boards
• Contribute to long-term transformation strategies and roadmaps aligned with architecture, regulatory expectations, and customer outcomes

Program Management Executive

• Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Not For Profit Healthcare companies and Higher Education
• Engaging with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor
• Articulating and understanding the not-for-profit, healthcare and higher education environment with respect to reform and other industry issues
• Driving expansion of Solutions Per Relationship (SPR)
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations
• Partnering with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis

Treasury Sales Officer I – Healthcare, Not For Profit, Higher Education

Full-stack Engineer

• Defining and leading the engineering approach for solutions
• Continuously improving design, quality, and reuse of solutions
• Delivering technology enablers for development efficiencies
• Leading the planning, definition, and design of complex features
• Creating ideas for technology and solution development approaches
• Providing technical oversight and design reviews
• Defining technology tool stack for solutions
• Leading end-to-end test strategy and adherence

Principal Engineer – Wire Payments Platform

Manager

• Managing a team of associates conducting investigations of internal employee fraud, misconduct, and abuse.
• Reviewing and monitoring progress of active investigations.
• Driving proper management and administration of investigations.
• Developing team members while managing individual and team performance.
• Maintaining relationships with key business partners.
• Ensuring that significant investigative issues and/or trends are identified, escalated, and acted upon.
• Leading investigations related task forces or special projects.

Internal Enterprise Investigations Manager

• Responsible for defining and leading the engineering approach for complex features
• Delivering complex features and technology
• Enabling development efficiencies
• Providing technical thought leadership based on conducting multiple software implementations
• Accountable for end-to-end solution design and delivery
• Guide cross-functional teams in delivering high-impact features
• Ensuring alignment with business objectives, technical standards, and agile delivery practices

Senior Engineer – Wire Payments Platform

Client Services Representative

• The Sr. Resolution Manager provides expert service resolution, research, and follow-up to clients who are experiencing a complex or exacerbated service need.
• The Sr. Resolution Manager uses analytical, problem-solving, and de-escalation skills to ensure client issues are fully resolved.
• As the central point for issue resolution within Client Services, the Sr. Resolution Manager will resolve client needs through point of call resolution, client outreach, and active floor support for Client Services teammates, providing both reactive and proactive education to coach teammates on how to deliver a world class client experience.
• In addition to service resolution, the Sr. Resolution Manager utilizes their experience resolving client paint points as a starting point to identify and drive operational excellence initiatives to improve the overall client experience for Client Services.
• Through this role, the Sr. Resolution Manager has the opportunity to develop their project management leadership skills.

Senior Resolution Manager

Analyst

• 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
• Responsible for performing more complex analysis and strategy development for multiple money movement products with the goal of maximizing profits and asset growth and minimizing risk and operating losses and/or other financial and marketing exposures
• Develops complex program models to extract data and uses multiple databases to acquire statistical and financial data
• Support biometrics capability enhancements and strategy design
• Build and develop logic for strategy
• Utilizes portfolio trends to propose strategy and policy changes within segmentation structure to produce optimal results
• Role would also include project scope leadership where candidate would be responsible for providing fraud requirements, testing, and development of strategies
• Excels at risk/reward trade off
• Participates in the rollout of leading-edge machine learning technology

Senior Analyst, Fraud Analytics and Innovation – Digital Fraud and Scams

• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
• Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

Treasury Sales Officer

• 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 – SAS, Mainframe

• Proactively manages the credit risk of a portfolio
• Responsible for monitoring GWIM client compliance with reporting requirements and financial covenants
• Setup of financial reporting and covenant requirements following a loan closing
• Support the timely resolution of failed covenants by advising the credit team on trends or specific details
• Drive effective and efficient monitoring of client portfolios
• Create and maintain value-driven relationships with members of the client team
• Ensure accurate monitoring of loan document requirements and covenants
• Provide early warning of deterioration in client financial profile
• Manage a GMS queue of client relationships requiring financial covenant compliance testing

Credit Analyst III – GWIM Credit Loan Monitoring

• Manages and motivates the relationship service and/or trust groups.
• Leads the client service team in all areas of problem resolution, client retention, cross selling and client satisfaction for all products.
• Provides guidance, feedback, evaluation and career planning to Relationship Service and/or Trust team leaders.
• Own service delivery outcomes, including accuracy, timeliness, and client satisfaction.

Group Manager

• Leads the assessment of the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards
• Performs monitoring and testing of controls, identifying issues and control improvements for remediation
• Leads the implementation of optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts
• Manages the performance and productivity of team members that conduct quality inspection reviews
• Ensures timely execution of QA activities including control execution, case management, and results reporting
• Manages and reviews all operations front line unit responses for regulatory exams, internal audits, and other monitoring and inspection reviews
• Ensures accuracy of data and that relevant information is captured for inspection metrics to support governance for dashboard reporting