Bank of America

Financial Planning and Analysis

• 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

Risk

• Participating in or leading financial crime investigations in diversified operations
• Reviews and analyzes information gathered from databases to investigate alleged financial violations
• Prepares investigative reports, presents findings to senior management and relevant stakeholders
• Coordinates investigations by providing direction to multiple investigators
• Conducts thorough and timely investigations of suspected elder financial exploitation/abuse of a vulnerable adult.
• Responsible for contacting clients to verify unusual transactions, as well as educating clients on potential scams

Senior Investigator – AT Risk Person

Analyst

• Supports incentive plan administration for assigned business units
• Resolves complex incentive issues using analytical and problem-solving skills
• Leads projects and provides measurement and process support to business leaders
• Executes key controls and ensures compliance with incentive plan guidelines
• Execute defined procedures in support of the administration of incentive plan calculations
• Execute established Key/LOB specific Controls as assigned
• Manage Defect and Ops Loss process - Identify defects and partner with peer team to close out defects
• Research, decision and respond to incentive related requests based on established SLAs and production targets
• Review files from data sources for accuracy and perform validations as necessary
• Identify trends in incentive related requests, help determine root cause and provide suggestions on how to lead automation of upstream problems or re-contract work
• Perform UAT for incentive related system changes

Senior Incentive Admin Analyst

Sales

• Leading product experts supporting Global Transaction Services in client engagements
• Managing treasury revenue streams and product penetration
• Collaborating with partners to provide US and sometimes International treasury solutions
• Identifying opportunities and driving client engagement
• Acting as a digital ambassador for payments adoption

Treasury Sales Officer II – Transformative Technology

Operations

• Maintains and supports the enterprise Messaging and Collaboration infrastructure
• Responsible for Messaging and Collaboration supported applications
• Manages the integration of email with other systems
• Administers Messaging and Collaboration user accounts in the enterprise
• Assumes leadership role in the resolution of complex technical issues
• Consults with application developers on issues related to the impact of applications
• Coordinates with application developers and project managers to deploy worldwide enterprise solutions/applications
• Provides technical expertise to internal IT groups
• Protects the overall security of the messaging environment
• Provides training to users, junior technicians and other IT personnel

Technology Operations Specialist

Sales Operations Manager

• This job is responsible for implementing competitive strategies to achieve and exceed market objectives.
• Key responsibilities include analyzing data to identify opportunities to deepen client relationships, providing coaching and support to market managers and business bankers, and improving workforce effectiveness and productivity.
• Job expectations include supporting focused client relationship care training to improve market performance.

Business Banking Sales Performance Manager

• This job is responsible for managing a financial center and it's 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 their 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

• This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients.
• Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
• The Global Treasury Sales Officer (TSO) will be responsible for deepening and growing a portfolio of Automotive Retail treasury clients in the Northeast and Mid-Atlantic.
• The role requires regular travel to in-person client meetings, with the amount of overnight travel depending on the location of the new hire relative to the location of clients and prospects.
• The TSO will be responsible for coverage of clients and prospective clients with over $250 million in annual revenue.
• The TSO is held responsible for managing and actively pursuing treasury revenue streams and product penetration across assigned portfolios.
• In some cases, the TSO will also pursue client prospect opportunities outside of the portfolio.
• The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suit the client’s needs.
• Act as digital ambassador driving mobile, digital and real-time payments adoption, manage and lead strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solution positioning.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.
• Identify and evaluate treasury solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis.
• Maintain a strong client focus while also understanding the operational aspects of the bank.
• A strong bank and industry awareness of various treasury products and services used by clients is important for success.

Treasury Sales Officer I – Automotive Retail

Product Manager

• Managing the end-to-end product life cycle
• Conducting market research and competitor analyses
• Determining product pricing
• Developing short and long-term strategies
• Identifying innovative opportunities to modernize product offerings
• Delivering a more unified customer experience
• Adhering to the Product Risk Management policy
• Integrating product management efforts with sales, marketing, operations, implementation, and customer service strategies

Balance Assist Product Manager

Crypto

• The Digital Director will be a senior individual contributor that:
• Brings new digital wallet features to market to improve client experience and usage of digital wallets.
• Manages cross-product coordination, positioning, and education of digital wallets products and features.
• Maintains visibility into industry trends and developments.
• Independently leads projects and effectively partners with key project stakeholders to deliver projects on time and on budget.
• Develops and presents compelling, executive-ready presentations conveying the strategy, business case, recommendations, and/or enhancement opportunities to key stakeholders.
• Supports new and existing Digital Wallet features, including research, escalation, and issue resolution.
• Utilizes metrics, data, and research to identify opportunities to improve existing Digital Wallet capabilities.
• Contributes to the development of digital strategies and process transformations to deliver industry leading solutions with impactful business results.
• Manages a large program or a portfolio of projects overseeing timeline, budgets, and resource allocation.
• Promotes governance, risk management, and analytics best practices to drive roadmap and prioritization at the portfolio level.
• Supports a program or portfolio business case, funding, progress status, promotion, and advocacy across the bank.
• Crafts powerful narratives and storytelling to drive awareness and rally support amongst executives across the bank.
• Builds alliances, negotiates, and influences stakeholders across multiple levels and functions within the bank to drive outcomes.
• Demonstrates critical thinking and leverages findings and data to make informed decisions across digital delivery, prioritization, negotiation, hiring, and staffing activities.

Digital Director – Digital Wallets, Tokenization

• Planning and coordinating the execution of project/small program deliverables
• Communicating work objectives and coordinating delivery
• Providing end-to-end visibility into the health of the deliverables
• Managing program risk and compliance to standards
• Ensuring delivery meets the client’s expectations in functionality, quality, timeline, and cost
• Supporting resource planning for delivery and execution

Delivery Lead – Technology

Strategy

• 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
• Supports department-wide strategies and portfolio trend analysis, forecasting, and risk/control performance
• Leads innovation by identifying and championing large scale initiatives that improve the risk management, profitability, and control oversight of risks for their business unit(s)
• Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
• Coaches employees on best practices for structuring complex problems, performing analysis, and communicating the results and implications of their work
• Maintains strategic relationships with peers and counterparts across product, technology, and business control functions
• Lead large scale initiatives to optimize fraud alert reviews, customer treatment strategies, and operational efficiencies across digital channels
• Translate complex analytics into clear strategies and compelling business cases (cost/benefit analysis, ROI) to support prioritization and investment decisions
• Provide analytical guidance/expertise on multi-million dollar investment decisions
• Perform advanced analysis of fraud trends, portfolio performance, and operational metrics across consumer, small business, and commercial portfolios using SAS, SQL, and other analytical tools
• Champion the cutting edge introduction of AI driven analytical tools and capabilities to enhance fraud detection, alert prioritization, and customer treatment optimization
• Establish strong governance, structure, and delivery cadence to keep initiatives moving and stakeholders aligned across Technology, Product, and Operations
• Communicate insights, recommendations, and progress confidently and effectively to senior leadership

Fraud Analytics and Innovation Leader – Alert Prioritization Analytics

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.

Relationship Banker, Bilingual Spanish

• Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio
• Provide product knowledge to deliver the best possible solution to meet the client and prospect’s needs.
• Act as digital ambassador driving mobile, digital and real time payments adoption
• Manage and lead strategic dialogues around key client centric issues
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses and leading client-facing treasury presentations
• Identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis
• Maintain a strong client focus while understanding the operational aspects of the bank.
• Drive and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, proposal responses
• Focus on client relationship development, from growth of new client relationships to deepening existing relationships through thoughtful identification of client needs.
• Partner with bankers and product specialists to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis

Treasury Sales Officer I – Business Banking

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• 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
• Connecting clients to solutions that meet the financial goals