Bank of America

Financial Planning and Analysis

• This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
• Key responsibilities include 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
• Job expectations include applying and expanding knowledge by completing required licenses and trainings.

Financial Solutions Advisor

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
• Recommends banking and investments strategies that align with client financial goals and needs
• Triage client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Identifies and engages potential new clients through referrals or financial center clientele

• 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
• 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

• Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Triaging client leads and making referrals to business partners based on client needs and asset thresholds.
• Meeting with clients to review financial and investment goals and building a financial plan.
• Recommending brokerage products.

Bilingual

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to gain in-depth knowledge of their financial and life priorities
• Connecting clients to solutions that meet their financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines to do what is right for clients and the bank
• Grows business knowledge and network by partnering with experts

Relationship Banker – Bilingual Spanish

Operations

• Analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit
• Supporting defined procedures, routine analytics, and creating reports
• Monitoring day-to-day payment flows, escalating, and providing resolution for issues
• Assisting with coordination of implementation for products, services, and operational solutions
• Supporting the design, documentation, implementation, and monitoring of new products and services
• Providing guidance regarding procedural, technical, and operational changes
• Expanding business products knowledge within operations environment

Operations Analyst – 2nd Shift, Global Payment Operations

• 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

• 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

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

Manager

• This job is responsible for resolving day-to-day complex problems, researching, and executing on complex transactions for multiple sites or larger business unit(s).
• Lead and execute high-impact initiatives.
• Drive project management across internal RPO initiatives and cross-business efforts, ensuring clear objectives, timelines, and deliverables are achieved.
• Champion risk and control frameworks within process design and improvement efforts.
• Identify and implement automation and AI opportunities to optimize workflows and enhance operational efficiency.

Workforce Strategy & Initiative Manager

• This job is responsible for managing a financial center (FC) in collaboration with senior team members
• Key responsibilities include overseeing functions such as the smooth and efficient functioning of the teller line
• Manages client traffic, engaging and appropriately routing clients, and fosters client retention
• Creates a world class client experience environment

Financial Center Assistant Manager

Engineer

• Design, build, and tune AWS security detections using Splunk
• Reduce false positives and improve alert fidelity
• Partner with cloud and security teams to increase detection coverage
• Translate threat scenarios into actionable detections
• Act as L2 escalation support for complex AWS-related alerts
• Validate and investigate high-risk findings
• Use real investigations to continuously improve detection logic

Senior Cloud Detection Engineer

Account Manager

• Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
• Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
• Oversees the client service experience and reviews the approval of new client accounts
• Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

Market Client Relationship Manager

Financial Crime

• Providing analytical support in a Global Markets Operations function
• Analyzing and resolving highly complex operations problems and initiatives
• Managing projects and introducing new initiatives, systems, products, services, and processes
• Confirming loan documentation for accurate trade settlements
• Partnering with various groups to manage post-trade management and logistics
• Analyzing and resolving operational problems
• Supporting ad-hoc projects for new processes or industry initiatives

Global AML Operations – Ops Professional

Sales

• Leads Regional sales force ensuring sales goals are met or exceeded.
• Responsible for communicating sales goals, monitoring progress, and developing strategies to meet goals.
• Communicates sales/marketing policies, decisions, and updates to associates.
• Creates and/or leads sales councils or forums to identify and share best practices.
• May assist with the selection and on-boarding of new sales talent and executives.
• May design and deliver segment specific reward programs in concert with the corporate Recognition and Reward team.
• May work with Finance or other business partners to validate that the appropriate sales metrics are being used and reporting capabilities are in place.
• Has previous sales experience and proven sales results evidenced by opening new markets or turning around existing markets.
• Has experience coaching sales teams and interacting with executives.
• Has the ability to communicate and influence verbally and in writing to multiple levels and audiences.

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Relationship Banker – Bilingual Spanish

Operations Analyst – 2nd Shift, Global Payment Operations

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Workforce Strategy & Initiative Manager

Financial Center Assistant Manager

Senior Cloud Detection Engineer

Market Client Relationship Manager

Global AML Operations – Ops Professional

Market Sales Director