Bank of America

Operations

• Provides coaching and works individually with frontline associates to build their professional proficiency beyond standard skills acquired in training
• Walks the floor and joins group chats via Skype/Mattermost to assist associates with questions and escalations, as needed
• Supports site and team leaders with operational routines and supports unit business continuity on exception basis
• Works with Initiative & Platform management team on projects including technical solution development, Client Journey/Operational Excellence innovation, and operating model evolution
• Focuses on up-skilling and new initiatives for associates, including coaching, training, and assessing performance
• Monitors performance and behaviors of associates and communicates progress daily with business

Ops Proficiency Coach – Collect & Decision

Financial Planning and Analysis

• 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

• Serving as the first point of contact for financial center clients
• Helping to uncover personal banking needs of both individual and small business clients
• Offering appropriate solutions and connecting clients to specialists
• Deepening client relationships through platform services
• Supporting clients with self-service or transactional activities
• Providing exceptional client care
• Proactively connecting with clients through outbound calls and conducting consistent follow-up routines

Senior Banker, Bilingual Mandarin

Manager

• The Supervisory Management position will serve to ensure regulatory compliance and corporate mandates for all administrative, sales, and operational activities performed by Field Financial Services Advisors (FSA), Banking Financial Advisors (BFA), & Corporate Financial Solutions Advisors (CFSA) in the Merrill Edge platform
• A predominate objective of the position is to limit risk and financial exposure to the business unit and the firm
• The SM supports the Firm's business objectives and contributes to the line of business profitability by influencing Advisor business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation
• Coach and drive good behaviors and best practices to operate within the company’s risk controls and promote operational excellence
• Use existing supervisory applications to complete semi-annual audits of each individual FSA/BFA/CFSA location, ensuring compliance with all policies, procedures, settings and circumstances
• Review, respond, and resolve Sales Practice customer complaints received verbally or in writing for Merrill edge
• Assist in arbitration and legal matters
• Perform client contact, as necessary
• Review and maintain all Client, Compliance and Regulatory Incoming and Outgoing Correspondence
• Provide market and non-market action decisions
• Monitor and review large trade and managed account enrollments
• Monitor accounts with large debit balances and short market values over $500,000 and coordinate approval with Credit Administration and clients
• Manage projects / initiatives to improve sales supervision and risk management
• Monitor transactions for adherence to state registration requirements
• Monitor adherence to all established policies and procedures by registered representatives
• Escalate emerging risks within the enterprise risk framework to identify potential business concerns and/or breakdown in controls.

Supervision Manager

Business Intelligence Analyst

• The Senior Reporting Analyst (Sr Business Control Specialist) will be accountable for the design, analysis, execution, and overall management of a reporting portfolio that consists of both existing and new requests
• Analyst will need to approach and challenge existing manual processes with philosophy of mitigating risk and improving operational efficiency
• Key responsibilities include providing analytical and administrative support for LOB or ECF specific processes and tools to drive adherence to enterprise-wide standards
• Job expectations include monitoring and testing controls and implementing quality assurance and quality control processes within the LOB or ECF by evaluating data to help identify, track, and report issues and control improvements for remediation
• Supports the overall management of and research required for regulatory exams, internal audits, and other monitoring and inspection reviews and evaluates data and information relevant to inspection metrics to support governance activities for dashboard reporting

Senior Business Control Specialist, Reporting Analyst

• Manages and drives success around line of business performance in key operational and high risk metrics through detailed routines, initiatives, and technology improvements
• Serves as a primary contact to executive leadership and key partners to communicate change initiatives and gain support for the execution of projects and programs
• Monitors process or key metric performance to identify issues and proactively offers solutions to mitigate risk
• Hosts and actively participates in critical line of business meetings to provide regular updates on change initiatives and performance requirements and influences others to help drive success
• Manages strategies and controls to address policy, technology, environmental, and operational gaps
• Acts as a subject matter expert for all line of business products to help design procedures, policies, or career progression models that will enhance the associate and client experience
• Leads people that help support cross functional and high impact strategic initiatives, either directly or through dotted line engagement

Portfolio Manager – Wholesale Lockbox, Unclaimed Property Operations

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

• Responsible for the implementation of the bank's physical security programs, policies, and procedures throughout a market or region
• Key responsibilities include crisis and incident management and documentation
• Conduct routine threat vulnerability assessment surveys
• Contributing to security related projects and managing a guarding force and other security vendor relationships
• Maintaining quality connections with various business partners throughout the markets to facilitate awareness and training of security programs and initiatives
• Conducting security reviews of banking centers, administrative and operations buildings based on risk assessment factors
• Participating in investigations of physical security incidents and other incidents as directed, providing timely documentation.
• Responding to critical physical events when necessary, supporting incident management activities, managing security programs related to physical security, assessing the threat landscape and mitigating risk.

Protective Services Manager

Client Services Representative

• Implements highly complex solutions in support of performance plan objectives to resolve issues and risks, optimize efficiency, reduce variability, and improve controls, effectiveness, quality, and sustainability
• Oversees partnerships with support organizations and Line of Business (LOB) partners to gather information needed to support the implementation of solutions that resolve critical business challenges and opportunities
• Integrates process design best practices and applies business redesign concepts to ensure continuous process improvement tactics are in alignment with long-term strategic goals
• Manages change by establishing appropriate governance routines to inspect the health of programs and project portfolios aligned to a unit or division within an LOB
• Ensures Enterprise Change Management policies and standards are applied and adopted to change initiatives in partnership with LOB stakeholders
• Understands information associated with the process in accordance with the Process Management – Enterprise Policy.
• Understands applicable laws, rules, regulations, and policies relevant to the process.
• Serves as main point of contact with FLU/CF leaders and stakeholders, managing objectives and expectations and conducting business reviews.
• Understands customers’ needs and expectations; collects customer feedback and responds appropriately.
• Identifies and manages standardized risks inherent in the process or where the process is designed to mitigate risk, ensuring controls are missing or inadequate.
• Identifies controls designed to reduce the inherent risk of process failure and anticipates outcomes; assesses process and control performance, remediates deficiencies in processes or controls, and measures the effectiveness of each control.

Process Design Manager – Client Services

Artificial Intelligence

• Builds and/or executes business initiatives and/or processes, while partnering with stakeholders and partners.
• Solves complex problems and delivers on business initiatives and processes by applying subject matter expertise and technical knowledge of the business.
• Engages with key stakeholders, partners, and business leadership to deliver on business objectives.
• Performs analytics, assessments, and/or interpretation of data and/or information to identify business opportunities, derive insights, and measure outcomes.
• Develops strategic and tactical plans to drive progress towards business goals and objectives.
• Define, develop, and execute enterprise‑level initiatives that advance Client Servicing priorities, with a focus on AI‑enabled efficiency, operational performance, and measurable business outcomes.
• Lead the identification, coordination, and delivery of AI‑driven efficiencies across Client Services, ensuring initiatives are aligned, resourced, and governed effectively.
• Oversee multiple tactical deployments occurring simultaneously (AI, process optimization, workforce planning, etc.), ensuring prioritized sequencing, dependency management, and consistent execution discipline.
• Establish and enforce governance standards specific to AI‑related data usage within Client Services. Ensure controls, data quality, model inputs/outputs, reporting mechanisms, and risk management practices meet enterprise expectations.
• Maintain initiative scorecards, assess risks, track milestones, and drive corrective actions to protect delivery timelines and business outcomes.

Business Strategy & Initiative Manager – AI Horizontal Efficiencies

Solutions Engineer

• Responsible for defining the engineering approach within an end-to-end technology stack
• Engaging in development and production environments to identify and improve performance/capacity issues
• Creating and ensuring system design technology solutions comply with enterprise standards
• Providing and contributing to improvements in solution design, testing, and delivery practices
• Participates in solution-driven discussions, such as various Communities of Practice (COPs)
• Produces detailed designs of infrastructure and application architecture components
• Collaborates with Development and Infrastructure teams to understand technical solutions and provide the performance capabilities required in the application
• Mentors and guides more junior Engineers

M365 Copilot Solution Engineer

• Develops and executes tactical plans at the business unit level
• Manages the strategic delivery of HR priorities
• Applies operational excellence and inclusion across HR processes
• Partners with business leaders to align programs with culture and conduct principles
• Manages and influences critical workforce activities including headcount reporting and analytics
• Collaborates with business partners to guide employee compensation

Human Resources Manager – Client Services

Customer Support

• Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans, and working with solutions partners
• Leverages analytics and sales tools to gather research on industries, clients, and prospects to help client teams build existing and prospective relationships
• Conducts proactive analytic activities, leveraging sales tools and dashboards to assist in enhancing existing relationships, and identifying opportunities for deepening client relationships
• Leads market-level sales analytics to grow revenue, deepen client relationships, and facilitate digital adoption, proactively identifying thought leadership content to support client and prospect relationship building efforts
• Owns, ensures, and manages accuracy of information within the client relationship management system
• Manages risk activities and serves as the point of contact for escalations related to fraud, exception wires, uncollected funds, and timely remediation of overdrafts
• Meets all sales and service needs of existing and potential customers in accordance with bank goals to attain growth, profitability, and customer satisfaction

Ops Proficiency Coach – Collect & Decision

Financial Solutions Advisor

Senior Banker, Bilingual Mandarin

Supervision Manager

Senior Business Control Specialist, Reporting Analyst

Portfolio Manager – Wholesale Lockbox, Unclaimed Property Operations

Financial Solutions Advisor

Protective Services Manager

Process Design Manager – Client Services

Portfolio Manager – Wholesale Lockbox, Unclaimed Property Operations

Business Strategy & Initiative Manager – AI Horizontal Efficiencies

Financial Solutions Advisor

M365 Copilot Solution Engineer

Human Resources Manager – Client Services

Commercial Support Specialist – Sales