Bank of America

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
• Engaging with complex Not-For-Profit Healthcare and Private Higher Education companies
• Driving mobile, digital and real time payments adoption
• Conducting strategic dialogues around key client centric issues
• Articulating understanding of not-for-profit, healthcare and higher education environments
• Creating impactful client/prospect events centered on industry trends
• Advising clients on P2E and digital strategies involving payments, receipts, liquidity, and card solutions
• Driving expansion of Solutions Per Relationship (SPR)
• Accountable for revenue/product growth and leading client-facing treasury presentations

Treasury Sales Officer II – Healthcare Not For Profit – Higher Education

Business Intelligence Analyst

• Designs, develops, and maintains innovative automated reports
• Creates and maintains required standard documentation
• Works collaboratively in a cross-functional team
• Contributes to the development of new AI-enabled approaches

Client Reporting Analyst III

Financial Planning and Analysis

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals to business partners
• Meeting with clients to review financial and investment goals
• Building a financial plan and recommending brokerage products

Financial Solutions Advisor

Operations

• Responsible for leading business enablement and operational readiness efforts across strategic initiatives
• Ensuring solutions (AI/technology and process changes) are adopted effectively by the business, supported through clear communications, training, and readiness planning
• Partners closely with business leaders and cross-functional teams to understand the current state, define future-state operating models, and ensure successful adoption of change
• Drive operational readiness activities, including impact assessments, transition planning, and change execution
• Develop and deliver communication strategies, training materials, and executive presentations to support adoption
• Analyzes and resolves highly complex operational problems

Ops Professional – Business Enablement, Operational Readiness Lead

• Manage and aggressively grow treasury revenue across a portfolio of Large Corporate GIG (Global Industrials) clients.
• Partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others to develop customized treasury solutions.
• Focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
• Be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, proposal/presentation development/delivery.
• Maintain a strong client focus, treasury industry expertise, understanding of tech, innovation, ESG landscape, client subsector expertise and broad understanding of bank structure and operational aspects.

Treasury Sales Officer

• Obtain your Securities Industry licenses through dedicated and personalized classes
• Acquire, build, and manage client relationships
• Guide clients with advice and solutions to help them live their best financial lives
• Work in a financial center to deliver Bank of America’s core banking and investment solutions
• Grow and deepen relationships within a portfolio of clients
• Provide end-to-end comprehensive advice
• Collaborate with core banking and investment partners

• 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

• Providing comprehensive advice and customized solutions to clients
• Triage client leads
• Make referrals to business partners based on client needs
• Meet with clients to review financial and investment goals
• Build financial plans and recommend brokerage products

Architect

• Define an architectural vision and solution
• Work with stakeholders and service providers aligned to the Business' strategic objectives
• Evaluate the impact of strategic design decisions
• Contribute to the architecture roadmap
• Lead the design and delivery of next-generation, AI-driven agentic solutions

Senior Architect – Client Servicing, Money Movement

Manager

• Produce and deliver the daily P&L to front office
• Provide a high standard of analysis and explanation around any issues faced and daily revenue drivers
• Production and reporting of daily P&L to Front Office & Senior Management
• Reconcile actual P&L with trader estimates and provide flash/actual variance analysis
• Working closely with the trading desks on position, P&L or other issues on an ad-hoc basis
• Front-to-Back analysis & reconciliations of front office PnL and balance sheet to firm sub-ledgers
• Assist with execution of month-end controls ensuring management vs financial P&L variances are within thresholds
• Analyze traders’ risk positions and apply the Greeks (Delta, Vega Gamma) vs daily market moves
• Liaise with various business partners such as Technology, Market Risk, Credit Risk, Operations and Finance to resolve issues/queries
• Development & continuous improvement of existing processes & workflow
• Testing / UAT for systems work ranging from minor system releases to major system implementations

• This job is responsible for answering detailed questions about products, accounts, and financial services offered.
• Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank.
• Ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts.
• Triages client requests and makes referrals to appropriate internal specialists.
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities.

Consumer Investments Financial Service Representative I

• Begin obtaining your Securities Industry licenses through dedicated and personalized classes
• Acquire, build and manage client relationships
• Guide clients with advice and solutions to help them live their best financial lives
• Deliver Bank of America's core banking and investment solutions
• Interact with banking customers, small business owners, and higher net worth clients

• Provide comprehensive advice and customized solutions to clients
• Triaging client leads
• Making referrals to business partners
• Meeting with clients to review financial goals
• Building a financial plan
• Recommending brokerage products

Analyst

• Perform complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance
• Work with business counterparts within the Line of Business and partner organizations including Risk and Product teams
• Lead complex analysis and analytical product development to minimize loss exposure and elevate the customer experience
• Leverage PowerShell, JavaScript, Alteryx, Python, SQL, Tableau and other approved relational databases to design scalable automation and drive operational performance
• Partner closely with Product Management to ensure reporting standards, controls, and enterprise governance are met
• Define and own part of the analytics strategy and roadmap; align priorities to business outcomes
• Lead the design, development, and operational ownership of reporting suites and dashboards; drive standardization across team
• Perform complex analysis of operational data and socializes insights with executive-ready narratives

Cons Prod Strategic Analyst IV

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including 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
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Treasury Sales Officer II – Healthcare Not For Profit – Higher Education

Client Reporting Analyst III

Financial Solutions Advisor

Ops Professional – Business Enablement, Operational Readiness Lead

Treasury Sales Officer

Financial Solutions Advisor

Financial Advisor – Merrill Advisor Development Program

Financial Solutions Advisor

Senior Architect – Client Servicing, Money Movement

Manager

Consumer Investments Financial Service Representative I

Financial Solutions Advisor

Financial Solutions Advisor

Cons Prod Strategic Analyst IV

Financial Solutions Advisor II