Bank of America

Sales

• 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 I

Account Manager

• Responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts according to the established guidelines and procedures
• Providing quality service and effective operations support for internal business partners and external clients
• Assisting in training for less experienced team members
• Operating with a moderate level of independence, referring to their team lead or manager for direction and support with moderately complex issues and escalations
• Reviews risk assessments for each request type and applies risk mitigation steps following established guidelines and procedures
• Performs moderate levels of research and resolves data issues
• Responds to internal business partner inquiries about errors or reporting through phone and email, escalates complex issues to leadership as needed
• Independently manages a case load by prioritizing tasks according to due dates

Account Management Ops Analyst

• Providing advice and valuable financial solutions to complex Business Banking clients and prospects
• Serves as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships
• Collaborates with teammates and facilitates client relationships with Product Specialists
• Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with local market stakeholders and teammates throughout the bank
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills

Senior Relationship Manager, Business Banking

Financial Planning and Analysis

• Works with clients to plan their short and long-term financial goals
• 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

Risk

• Responsible for reporting, analysis, and monitoring market related risks in a specific product area
• Analysis of model risk, market risk reporting, and distribution of market risk reports
• Interface with trading desk and other risk and support groups
• Identifies and monitors market risk exposure and develops mitigation strategies
• Manages risk requests, breach remediations, and provides challenges for front line units
• Sets managing risk parameters and guardrails for market risk
• Develops market risk coverage plans and conducts risk assessments
• Liaisons with businesses to understand market trends and impacts on portfolio

Global Markets Risk Manager

• 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
• Triaging client leads and making referrals to business partners
• Meeting with clients to review financial and investment goals
• Building financial plans and recommending brokerage products

Financial Advisor – Northeast Ohio Market

• Providing comprehensive financial solutions to small businesses with annual revenues up to $20 million
• Actively managing and deepening relationships with high value clients
• Supporting growth of the profitability of the small business customer base
• Identifying and acquiring new client opportunities through prospecting and networking
• Opening core small business accounts while adhering to procedural guidelines

Business Banking Relationship Manager – Small Business

Financial Advisor – Eastern Pennsylvania Market

• 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 based on client objectives and preferences
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Greater Virginia Market

Content Marketing Manager

• Craft, optimize, and deliver compelling human-centered content to drive best-in-class digital experiences that engage users and enables them to complete tasks, working from a multidisciplinary, holistic perspective from concept to execution and implementation.
• Apply a broad range of content design capabilities to develop cohesive end-to-end product and digital experience narratives and solutions across platforms using best practices, existing patterns, heuristics, brand and content standards.
• Partner with a diverse set of project stakeholders and cross-functional teams to quickly digest all requirements and align to user intent – including product management, business partners, legal, and engineering.
• Build influence and partnerships with stakeholders outside of ongoing project work.
• Collaborate across the team with product design, design research, design operations, and design technology to iterate and revise content solutions.
• Create content every step of the way, from early ideation to digital delivery, including content design deliverables for design systems and final copy for comprehensive specifications, prototypes, and content management systems.
• Build reusable content models and systems, including frameworks for AI interactions, agent patterns, and multimodal experiences, ensuring they scale reliably into production-grade capabilities.
• Design and evolve digital content experiences across conversation interfaces, web, mobile web, and native apps (iOS and Android).
• Demonstrate strong suite of content design specialties including adapting voice, tone, brand, content standards, conversation design, and WCAG accessibility standards.
• Deliver exemplary solutions leveraging and anticipating internal and external best practices and methods.
• Support evaluative testing, from rapid user testing to usability studies and leverage user research and insights to refine and enhance the customer journey.
• Evaluate and benchmark existing product and service experiences.
• Participate actively in design critique and be available as a resource to other designers.
• Work on multiple designs/projects, managing time and expectations with stakeholders across the organization and Experience Design, staying knowledgeable on project and product details.
• Respect standards, reflect our design system patterns in work and contribute to best practices while also helping with innovative digital, technology, and AI experiences.
• Use excellent visual, communication and storytelling skills and demonstrate thought leadership by challenging the status-quo, present independently and navigate questions.

Experience Design I, Content Design

Full-stack Engineer

• 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)
• Lead architecture, design, and development of large-scale database and data platform solutions
• Own end-to-end delivery across technologies including Oracle, MemSQL(SingleStore), Cockroach DB, DB2, ETL (IBM DataStage), and Autosys
• Build and optimize high-performance data pipelines supporting real-time and batch processing
• Provide technical leadership across development and support
• Ensure solutions meet performance, scalability, security, and regulatory requirements
• Collaborate with product owners and stakeholders to define, refine, and deliver business requirements
• Drive best practices in CI/CD, release management, and production support
• Troubleshoot and resolve complex data and system issues as needed.
• Contribute to testing strategies and continuous improvement initiatives

Software Engineer III – SI&DS Design

• Obtaining Securities Industry licenses
• Received personalized classes for SIE, Series 7 and Series 66 Exams
• Taught foundational skills to be an advisor
• Help deliver Bank of America’s core banking, investment solutions and client care
• Work in a financial center aiding client relationship management
• Guide clients through financial decisions based on their needs

• 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.
• 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.
• Manage actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Profit Healthcare companies.
• Act as digital ambassador driving mobile, digital and real-time payments adoption.
• Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.
• Articulate and understand the not-for-profit healthcare and higher education environment with respect to reform and other industry issues.

Treasury Sales Officer I

Account Management Ops Analyst

Senior Relationship Manager, Business Banking

Financial Solutions Advisor

Global Markets Risk Manager

Financial Advisor, Merrill Advisor Development Program

Financial Solutions Advisor

Financial Advisor – Northeast Ohio Market

Business Banking Relationship Manager – Small Business

Financial Advisor – Eastern Pennsylvania Market

Financial Advisor – Greater Virginia Market

Experience Design I, Content Design

Software Engineer III – SI&DS Design

Financial Solutions Advisor

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