Bank of America

Client Services Representative

• Supporting the development and execution of strategic initiatives within a functional area and/or business
• Defining, developing, executing, monitoring, and/or refining strategic initiatives and processes in collaboration with stakeholders
• Delivering performance management strategies and initiatives for consumer and small business client services
• Partnering with stakeholders to strengthen needs assessments, compliant offer delivery and Digital First execution
• Translating performance analytics and insights into targeted performance management priorities

Bus Strategy & Initiatives Manager – Client Services Growth Performance

• Provides Business Controls support for Client Services by partnering with FLU, Risk, Audit, Legal and other stakeholders
• Drives consistency in oversight, change enrichment, and management throughout UCRA lifecycle
• Collaborate with Compliance, Risk, Audit, and project teams
• Proactively identify and escalate emerging risks or delays
• Perform QA reviews, validation, and audit adherence as required
• Deliver Business Control reporting and updates as needed
• Manage timelines, deliverables, and ensure accurate documentation in enterprise tools

Senior Business Control Specialist – Client Services

Data Scientist

• Serve as the domain data authority for subdomains Global Payments Solutions, with deep understanding of the end‑to‑end data ecosystem including upstream source systems, data flows, transformations, core data elements, and persistence layers.
• Partner closely with the Technology leadership to align data strategy, architecture, and governance priorities with business objectives and regulatory expectations.
• Oversee and challenge current‑ and future‑state data architectures and data models, ensuring designs are fit‑for‑purpose, scalable, and aligned to enterprise standards.
• Provide design oversight for technology initiatives impacting the subdomain, ensuring strong alignment between business processes, data generation, and data consumption.
• Drive and execute domain‑level data strategy and roadmap, balancing business enablement, regulatory requirements (including Governed Reporting such as NFRR), and long‑term data sustainability.
• Ensure adoption of and adherence to Enterprise Data Management policies and standards, including data quality, lineage, controls, and issue management.
• Act as the primary thought partner and escalation point for complex data‑related decisions, risks, and trade‑offs across business, technology, operations, risk, and compliance.
• Enable data to support a broad set of enterprise use cases, including regulatory reporting, analytics, and operational needs, with awareness of non‑functional requirements such as accuracy, traceability, and resiliency.

Data Manager – Global Payment Solutions, Data Strategy, Architecture & Domain Data Governance

Financial Planning and Analysis

• Serving as a finance partner to specified Lines of Business (LOBs)
• Directing the day-to-day finance activities to manage strategic annual planning and implementation
• Performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting
• Overseeing value creation ideas and new investment business cases
• Supporting management in key decision making and influencing financial analysts
• Managing and leading a team of approximately twelve teammates who execute forecasting and stress testing responsibilities for all Secured Lending products residing in the Consumer, GWIM, and Other segments
• Ensuring the team is executing their responsibilities and supporting their career development

Finance Manager – Horizontal Manager, Secured Lending Forecasting, Stress Testing

Manager

• Create competitive performance plans to achieve and exceed market objectives
• Provide timely feedback to Market Manager on Client Experience and Market strategy opportunities
• Analyze and share trends to identify opportunities to deepen client relationships
• Improve workforce effectiveness and productivity by applying talent analytics to hiring, resource planning, performance management, and top talent retention
• Support focused client relationship care training to improve banker and specialist performance with effective, professional representation of brand and offerings
• Gather associate feedback and customer insights on messages, offers, merchandising, and collateral to improve awareness of offerings and elevate the client experience
• Works within our Risk Framework, to provide leaders and teams with tools and resources to effectively deliver and lead, coach and manage an effective client engagement experience
• Proactively identifies and acts on emerging issues/opportunities to improve client/associate experience, engaging requisite partners and leveraging data and available information
• Collaborates with key partners across the business on programs/initiatives, taking lead in defining process and enablement requirements, current capability, and readiness requirements to effectively engage with clients and deliver
• Develops effective and measurable execution plans including monitoring effectiveness and quickly responding to gaps/opportunities
• Maintains close alignment and partnership with Financial Center Performance Management, Divisional and FC specialist teams, supports execution and sustainment of client management and engagement practices
• Demonstrates critical thinking and leverages findings and data to make informed decisions/recommendations

Consumer Banking Performance Manager

• 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 – Bi-Lingual Spanish Required

• Provide comprehensive advice and customized solutions to clients
• Build a financial plan and recommend brokerage products
• Triage client requests and make referrals to appropriate service providers
• Mitigate and control risk as part of daily activities

Financial Solutions Advisor, Bilingual Spanish

Operations

• Analyze the day-to-day issues, researching, and providing resolution for various issues identified within a business unit
• Support defined procedures, routine analytics, and creating reports and completing exception processing
• Execute end‑to‑end handling of post‑settlement wire investigations, including research, analysis, and resolution of payment issues
• Communicate professionally and effectively with internal stakeholders
• Analyze payment data, wire messages, and transaction flows to identify root causes and determine appropriate corrective actions
• Maintain accurate, complete, and audit‑ready case documentation
• Contribute to continuous improvement initiatives

Operations Analyst – Global Wire Operations

Artificial Intelligence

• Builds and/or executes business initiatives and processes
• Solves complex problems and delivers on business initiatives
• Engages with key stakeholders to deliver on business objectives
• Performs analytics to identify business opportunities
• Develops strategic and tactical plans to drive progress towards business goals
• Lead structured assessments across LOBs to identify fragmented processes
• Redesign end-to-end processes that leverage modern document intelligence
• Build cross-LOB reusable patterns
• Translate transformation opportunities into sequenced, fundable roadmaps
• Operate effectively across senior executives to drive alignment
• Partner closely with technology and product teams to ensure future-state designs convert into buildable requirements

Business Strategy & Initiatives Manager – AI Driven Document Intelligence

Administration

• Maintains data accuracy and completes all collateral processes timely
• Receives incoming loan files and reviews for compliance with bank and federal guidelines
• Maintains relationships with Relationship Administrators to ensure efficient and high-quality loan processing
• Gives technical advice and guidance to business units and interdisciplinary teams on projects
• Maintains systems of record for continued monitoring of collateral and insurance
• Works in a paperless environment and adheres to compliance guidelines
• Promotes collaboration and communicates with impact; learns and adapts quickly; holds self and others accountable for high performance standards

Loan Administrator II

• Manages diverse administrative functions for a complex department
• Identify, lead, and drive change across the GWIM Credit platform
• Provide subject matter expertise on various processes and controls
• Manage initiatives and support team with various business functions

Business Support Manager II – Global Wealth & Investment Management

Product Specialist

• Responsible for identifying markets and participating in the sale and valuation of leased equipment
• Evaluate residual values in structuring lease contracts
• Work with legal department on remarketing possessed equipment
• Participate in inspection programs to ensure that leased equipment is well maintained

Product Specialist II – Credit/Equipment Management

• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor

Sales

• Manage and aggressively grow treasury revenue and profitability across a portfolio of current and prospective fortune 500 global companies
• Partner with Corporate Bankers and product specialists across the enterprise to present customized treasury solutions
• Drive mobile, digital and real time payments adoption
• Accountable for revenue/product growth and pricing strategy
• Focus on client relationship development
• Ensure responsible revenue and balance sheet growth

Treasury Sales Officer II – Global Large Corporate Consumer & Retail

• Manage a financial center and its employees
• Operate as a business owner fostering a team environment
• Instill a client-centric and risk culture in the center
• Help clients achieve their financial goals
• Ensure operational excellence and cohesive effectiveness
• Develop talent through proactive sourcing and coaching
• Manage client traffic engaging and routing clients appropriately
• Create a world-class client experience environment
• Drive operational excellence through employee engagement