Bank of America

QA Engineer

• Testing and delivering complex software requirements to accomplish business outcomes
• Ensuring the testing strategy and processes are well-defined and continuously improved
• Establishing a test and automation strategy, creating common test frameworks
• Defining and managing test processes including test data generation, defect management and reporting
• Understanding and implementing internal/external mandate
• Ensuring compliance requirements are met on all levels of test environments
• Managing traceability
• Assisting in the preparation and conduction of Quality Control and Quality Assurance for complex and large Technology Development projects
• Working as a member of a project team to develop and maintain Automation scripts using Cucumber\Selenium
• Executing automation scripts, prepare execution reports and log defects

Quality Engineer

Compliance

• Ensure alignment of the CST Product Transformation & Management (PTM) team with internal policies and standards
• Provide analytical and operational support to monitor key controls, escalate issues and drive continuous improvement in processes, documentation, and delivery quality
• Act as a liaison to key control partners including but not limited to Cloud Governance Authority (CGA), Permit to Send/Receive (PTS/R), Model Risk Management (MRM), and Secure by Design (SBD)
• Facilitate training, documentation, stakeholder engagement, and performance monitoring to ensure product and project teams remain compliant, informed, and aligned on internal policies and standards
• Build partnerships across BISO, PMO, and control owners to foster an environment of proactive enablement

Internal Control Compliance Analyst – Tech Delivery

Financial Crime

• Full time employee to work within the AMRS Global Markets Anti-Money Laundering Client Due Diligence (AML/CDD) onboarding function.
• Responsibility to ensure AML compliance with bank policies and country laws, rules and regulations (LRR’s).
• Review and approval of KYC cases, ensuring strict adherence to process SLAs, productivity targets, quality metrics, and KPIs/KRIs
• Ongoing internal stakeholder management
• Confirms loan documentation for accurate trade settlements
• Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups
• Manages post-trade management and logistics, settlement pricing, and closing coordination
• Analyzes and resolves highly complex operational problems
• Supports ad-hoc projects for new processes or industry initiatives
• Processes loans end-to-end with accurate data input into various credit and operating systems

Senior Analyst, Global Markets AML Onboarding

Financial Planning and Analysis

• 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.

Financial Solutions Advisor

• 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

• 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

Financial Solutions Advisor – Bi-lingual Spanish Required

• Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Triaging client leads, making referrals to business partners based on client needs and asset thresholds.
• Meeting with clients to review financial and investment goals.
• Building a financial plan and recommending brokerage products.
• Mitigating and controlling risk as part of daily activities.
• Identifying and engaging potential new clients through referrals or financial center clientele.

• Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
• Triage client leads and make referrals to business partners based on client needs

Financial Solutions Advisor – CA Coastal Market

• 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.

• Provides comprehensive advice and customized solutions to clients to achieve their financial goals.
• Triages client leads and makes referrals based on client needs and asset thresholds.
• Meets with clients to review financial and investment goals, building a financial plan.
• Recommends brokerage products and applies knowledge by completing required licenses and training.

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

Financial Solutions Advisor – Gateway Cities Market

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads
• Meeting with clients to review financial and investment goals
• Building a financial plan

Financial Solutions Advisor – Tri Valley Market

• Provide comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals
• Meeting with clients to review financial goals
• Building financial plans and recommending products

• Providing comprehensive advice and customized solutions to clients
• Triage client leads and make referrals to business partners
• Meet with clients to review financial and investment goals
• Build financial plans and recommend brokerage products
• Apply and expand knowledge by completing required licenses and trainings