Bank of America

Financial Planning and Analysis

• Works with clients to plan their short and long-term financial goals
• Recommends banking and investment strategies
• Triages client requests and makes referrals
• Mitigates and controls risk
• Identifies and engages potential new clients
• Provides coaching and feedback to referral partners

Financial Solutions Advisor

DevOps Engineer

• As a key member of the DevOps team, you will be responsible for deployment, middleware, and environment management across lower-level test environments.
• Collaborate with Technology Infrastructure, Development, and Testing teams to support integrated and independent releases, software/hardware upgrades, and server maintenance.
• Perform advanced troubleshooting, analysis, and root cause resolution for incidents and problems, including escalations from advisory users.
• Partner with subject matter experts to resolve complex issues involving technologies supported by partner teams.
• Monitor environments during releases and independent changes, ensuring accurate tracking of production changes.
• Identify opportunities to improve monitoring, application stability, and root cause analysis speed.
• Debug and troubleshoot performance and software issues across multiple environments.
• Manage changes, defects, and projects across testing and production environments.
• Handle multiple tasks/projects in a dynamic, fast-paced environment while working independently and collaboratively.
• Support after-hours and weekend release activities as needed.
• Perform defect triage in application testing environments.
• Deploy code and retrofit production code as required.
• Communicate with clients and consult on infrastructure design.
• Rebuild servers and apply system patches.
• Create and maintain technical documentation.
• Foster strong partnerships and communication with internal customers and partner teams.

DevOps Engineer II

Bilingual

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include 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 – Bilingual Spanish Required

Consultant

• Managing a highly-complex client portfolio
• Collateral monitoring and cash movement
• Complex collateral and transactional posting
• Providing resolution or escalating servicing questions
• Participating in key assignments and providing leadership to less-experienced employees

Credit Services Consultant

Administrative Assistant

• Communicates with executives and line management to gather and convey relevant information
• Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment
• Manages the calendar of multiple executives proactively, effectively resolving conflicts that arise in a professional manner
• Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments
• Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills
• Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems
• Coordinates Events

Administrative Assistant III

Operations

• Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment
• Advises on projects and directs activities of a team related to special initiatives
• Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function
• Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control
• Identifies and recommends responsibilities and accountabilities for key programs/projects
• Perform sanctions reviews on a variety of different Transactions
• Ensure compliance with regulators such as OFAC (Office of Foreign Assets Control)
• Monitor queue volumes and priorities
• Communicate with different Lines of Business to retrieve information or advise of adverse decisions

Operations Consultant – Sanctions Screening

• Provides advice and customized solutions to clients
• Meets with clients to review financial goals
• Builds financial plans and recommends products
• Triages client leads and refers to partners
• Applies and expands knowledge through required trainings

• providing comprehensive advice and customized solutions to clients
• triaging client leads, making referrals to business partners
• meeting with clients to review financial and investment goals
• building a financial plan and recommending brokerage 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

Sales

• Monitors loan portfolios of Private Bank/Merrill Lynch clients, specific to mortgage products ranging from basic to highly customized arrangements.
• Possesses a high degree of mortgage knowledge including product, compliance, underwriting, and collateral requirements.
• Works closely with the Residential Real Estate Specialist, PCAs, PCMs, and FAs in structuring and pricing.
• Interacts directly with clients.
• Serves as primary contact with client for all necessary follow up and information throughout the loan process.
• Explores opportunities to further/deepen the client's relationship by leveraging all areas within BAC.
• Looks for potential cross sell opportunities.

Senior Sales Associate, Residential Real Estate

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed
• Job expectations include having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting clients to solutions that meet their financial goals.

Relationship Banker – Bilingual Spanish Preferred

• As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses.
• You will be taught the foundational skills needed to be an advisor.
• Help to deliver Bank of America's core banking, investment solutions and approach to client care.
• Equip you with everything you need as you move through the stages of development.
• Collaborate with core banking and investment partners.
• Connect clients to the solutions we provide through Bank of America and Merrill.

• 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

Account Manager

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service.
• Reviews and approves required account documentation.
• Proactively identifies risk and opportunities for process improvement.
• Conducts research on complex account issues or documentation discrepancies.

Financial Solutions Advisor

DevOps Engineer II

Relationship Banker – Bilingual Spanish Required

Credit Services Consultant

Administrative Assistant III

Operations Consultant – Sanctions Screening

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Senior Sales Associate, Residential Real Estate

Relationship Banker – Bilingual Spanish Preferred

Financial Solutions Advisor

Financial Solutions Advisor

Account Management Operations Analyst

Operations Consultant – Sanctions Screening