Bank of America

Analyst

• Performs complex analysis and modeling to minimize loss exposure and negative impacts to the customer experience
• Utilizes a variety of systems such as Excel, SAS, SQL, Tableau, and other relational data bases to provide analytical support on strategies and ensure goals are met
• Evaluates data to assess potential fraud risk and create mitigation strategies
• Analyzes and interprets large sets of raw data to recommend ways to help the business achieve desired outcomes and make informed business decisions
• Defines, gathers, analyzes, and interprets data using applications and technologies to forecast future trends and communicates to leaders and partners the statistical analysis results and predictions
• Coordinates the production of product performance reports and updates for senior management

Consumer Product Strategic Analyst

Operations

• Leads critical aspects in the development and maintenance of innovative automated business intelligence solutions
• Designs, develops, and maintains automated data ETL processes
• Ensures on-time delivery of work while following established procedures and quality guidelines
• Works collaboratively in a cross-functional team

Senior Client Reporting Analyst – Global Credit Operations

Financial Planning and Analysis

• Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives.
• Help to deliver Bank of America’s core banking, investment solutions and approach to client care.
• Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.
• The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

Financial Solutions Advisor – Registration Candidate

Financial Crime

• Driving operational support across multiple locations/site
• Influencing site leadership to achieve and exceed key operating metrics
• Ensuring rigorous reporting & inspection routines resulting in consistent operational execution
• Leading key initiatives and translating strategy into real-time operational deployments
• Proactively identifying/responding to risk issues and making balanced decisions across people, process, and technology
• May have staffing responsibility and be engaged in performance management activities

Operations Performance Manager – Fraud Detection

• Providing comprehensive advice and customized solutions to clients
• Triage client leads, making referrals to business partners
• Meeting with clients to review financial and investment goals

Financial Solutions Advisor

• 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
• Completing required licenses and trainings

• 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

• Provide comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals
• Meeting with clients to review financial and investment goals
• Building financial plans and recommending brokerage products
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients

Financial Solutions Advisor – Bi-Lingual Spanish Required

• Provide comprehensive advice and customized solutions to clients
• Triages client leads
• Makes referrals to business partners based on client needs
• Meets with clients to review financial and investment goals
• Builds financial plans
• Recommends brokerage products

• Help implement, manage, and monitor effectiveness of infrastructure vulnerability identification efforts
• Analyzes, improves, implements, and executes security controls proactively
• Review current existing vulnerability detection processes for ways to streamline and make them more efficient
• Analyze findings from vulnerability reporting workstreams
• Conduct QC related research and troubleshoot issues

Cyber Vulnerability Identification QC Analyst

• 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 – Bilingual Spanish

• Providing comprehensive advice and customized solutions to clients.
• Triaging client leads and making referrals based on client needs.
• Meeting with clients to review financial goals and build financial plans.
• Recommending brokerage products.

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals
• Meeting with clients to review financial and investment goals
• Building financial plans and recommending brokerage products
• Applying and expanding knowledge by completing required licenses and trainings

• This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
• 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

• Leads the growth of funded loans and revenue while mitigating risks
• Develops, deepens, and sustains relationships with market leadership, Advisors, and clients
• Creates a client-centric culture by applying in-depth knowledge of clients
• Educates key partners and Advisors on platform capabilities and risk appetite
• Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management

Consumer Product Strategic Analyst

Senior Client Reporting Analyst – Global Credit Operations

Financial Solutions Advisor – Registration Candidate

Operations Performance Manager – Fraud Detection

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor – Bi-Lingual Spanish Required

Financial Solutions Advisor

Cyber Vulnerability Identification QC Analyst

Financial Solutions Advisor – Bilingual Spanish

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Credit Advisor, Global Wealth & Investment Management