Bank of America

Sales

• The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of real estate investment trusts and institutional commercial real estate companies across the United States.
• The TSO will partner with Relationship Bankers, GPS Product Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives.
• 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 solutioning positioning.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.
• This individual will also need to identify and evaluate treasury solutions based on a client-focused cost/benefit analysis and bank-focused profitability analysis.
• Maintains 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 will also aid in the success.
• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
• 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.

Treasury Sales Officer II – Commercial Real Estate

Financial Planning and Analysis

• 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

• This job is responsible for managing a portfolio of clients with duties that include developing measurable strategic plans to foster expansion, developing effective marketing and communication plans, and ensuring bank product offerings and service support meets client expectations.
• Job expectations include serving a lead role in the coordination of complex Request for Proposal processes together with the Treasury Sales teams, building partnerships with business partners and key client decision makers, and completing portfolio business reviews with a focus on revenue realization.
• Treasury Sales Client Officers are responsible for managing day to day relationships with clients. The primary responsibilities include retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship, manage pricing & profitability, and direct phone/web-based client calling.
• The TSCO will work regularly with partners on fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will look at any process inefficiencies, improvements and industry initiatives that would benefit the client.
• Maintains a client focus, treasury industry expertise, client subsector expertise, and a broad understanding of the bank's structure.
• Drives revenue and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage.

Treasury Sales Client Officer II – Business Banking

Consultant

• Design, delivery, financial management, and administration of health, welfare, work/life, pharmacy and retirement programs.
• Independently managing and evaluating program cost, effectiveness, and usage, and recommending improvements.
• Applying expert judgment, leading strategic initiatives, and influencing benefit outcomes across the organization.
• Executing the Pharmacy Benefits Strategy and driving all aspects of the design of benefit programs supporting the health and wellness of employees and their family members.
• Analyzing data, market trends, and business needs to evaluate cost effectiveness and implementation of existing programs to design recommended improvements.

Senior Benefits Consultant – Pharmacy

Security Engineer

• Support the IAM/PAM team in strengthening privileged access security
• Collaborate with cybersecurity teams for automation using PowerShell/Python
• Maintain IAM/PAM documentation and standards
• Evaluate, solution, and remediate active directory IAM vulnerabilities
• Develop solutions to improve the privileged access posture of the company
• Design IAM-PAM compliance platforms to identify control defects
• Define and enforce standards for privileged access management
• Publish privileged access monitoring standards
• Develop and maintain scripts for consistency and security in identity operations

Info Security Controls Specialist II

Full-stack Engineer

• Define and lead the engineering approach for complex features to deliver significant business outcomes.
• Deliver complex features and technology while enabling development efficiencies.
• Provide technical thought leadership based on conducting multiple software implementations.
• Accountable for end-to-end solution design and delivery.
• Guide and influence teams on design and best practices for high code performance.
• Conduct research, design prototyping, and evaluate new toolsets.

Conversational AI Lead

Director

• This job is responsible for supporting the development and delivery of the overall digital strategy for a portfolio of medium to large digital programs.
• Key responsibilities include identifying strategic and operational risks and opportunities, building partnerships across the enterprise to determine priorities and project direction, and making complex judgement calls and impactful decisions to deliver material business impact for critical digital capabilities.
• Job expectations include coaching, developing talent, directing the work of multiple associates, and supporting day-to-day delivery.
• Lead Digital Payments (i.e. Zelle, ACH, Wires, Bill Pay, and Digital Wallets) insights, serving as the central owner for understanding product performance and client feedback, and turning those insights into clear, data-driven recommendations that increase product adoption, satisfaction, and engagement.
• Lead high-impact, cross-product strategic initiatives across Digital Payments, partnering closely with product teams to evaluate opportunities and develop a client experience roadmap for Digital Payments.
• Lead the delivery of monthly and quarterly Digital Payments reporting for enterprise executive and investor audiences. Analyze that reporting to identify performance trends, generate actionable insights, inform future investment opportunities and prioritize digital payments initiatives.

Digital Director

Manager

• Manages most advanced & complex portfolio within a given segment of specialty assets, i.e., the real estate, oil & gas, farm & ranch, timberland and private businesses group.
• Partners closely with Private Bank relationship/client managers - provides creative solutions to complex customer/asset needs.
• Responsible for the comprehensive management of oil, gas and mineral assets held in trusts, estates, and investment management accounts on Bank of America’s wealth management platform.
• Requires strong negotiation, research, and communication (written and verbal) skills to liaise with clients, oil and gas operators, and other professionals.
• Analyze, monitor, and evaluate a portfolio of oil, gas, and mineral assets to ensure performance aligns with client goals.
• Negotiate mineral leases, pooling agreements, term assignments, and other contracts; oversee compliance with all lease provisions.
• Research and verify ownership and title issues, and recover escheated or suspended funds.
• Track and monitor royalty payments, shut-in’s, delay rentals, lease bonuses, and other oil and gas related income to ensure accurate payments and provide clients with consolidated financial statements.
• Complete detailed analysis and review of each accounts oil and gas holdings annually.
• Monitor oil and gas production to verify operator payments and ensure compliance with legal requirements.
• Oversee property tax payments and provide annual reports and other tax-related documents for client tax preparation.
• Provide clients with regular updates on industry activity, asset performance, and strategic recommendations to optimize the oil and gas portfolio.
• Evaluate drilling prospects and other active mineral management strategies to maximize asset value and mitigate risk.

Mineral Asset Manager – SAM Associate III

Account Manager

• Manages an extensive portfolio of HENFP clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs
• 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 domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• 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
• Adapts to changes in sales practices and broader market and industry conditions as needed

Senior Relationship Manager – Global Commercial Banking, Healthcare, Education, Not-for-Profit Group

Events

• This job is responsible for developing the event and content strategies that achieve line of business goals and priorities
• Producing detailed budget and event optimization strategies, sourcing, creating invitations, developing agendas/Run of Shows, managing attendees, planning and executing logistics
• Leading managing event activity and cross functional onsite teams including vendors
• Ensures events are planned within company guidelines and manages ALL risks associated with events
• Advises and provides direction and input on overall event plan to additionally assigned vendor planners
• Coordinates the planning, management and execution of complex events, both in person and virtual

Events Manager

• Provide 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
• Apply and expand knowledge by completing required licenses and training

Financial Solutions Advisor

Analyst

• Examine various legal and land documents to determine/confirm ownership interest and ensure accurate revenue distribution.
• Handle incoming division order documents, including but not limited to, complex division of interest calculations, making sure ownership details are correct, and coordinating with operators to clear up any issues.
• Identify wells where revenue is expected but not yet received and take action to address the gap.
• Set up and maintain thorough records in the land system to support ownership claims and audit readiness.
• Work closely with internal departments-Finance, Accounting, and Engineering-to ensure ownership data supports accurate reporting and valuation.
• Participate in acquisition and divestiture processes by reviewing and validating ownership information.
• Support the integration of new assets by helping gather the right documents and ensuring timely setup for revenue payments.
• Monitor unresolved issues like suspended funds or missing payments and ensure timely follow-up to bring them to resolution.

Senior Division Order/Land Title Analyst

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66
• Acquire, build, and manage client relationships
• Guide clients with advice and solutions for their financial needs
• Deliver core banking and investment solutions
• Collaborate with banking and investment partners

• 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

Treasury Sales Officer II – Commercial Real Estate

Financial Advisor – Merrill Advisor Development Program

Treasury Sales Client Officer II – Business Banking

Senior Benefits Consultant – Pharmacy

Info Security Controls Specialist II

Conversational AI Lead

Digital Director

Mineral Asset Manager – SAM Associate III

Senior Relationship Manager – Global Commercial Banking, Healthcare, Education, Not-for-Profit Group

Events Manager

Financial Solutions Advisor

Senior Division Order/Land Title Analyst

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor – Registration Candidate