Bank of America

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

• 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 financial and life priorities

Relationship Banker – Bilingual Spanish

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads
• Making referrals to business partners based on client needs
• Meeting with clients to review financial and investment goals
• Building a financial plan and recommending brokerage products
• Applying and expanding knowledge by 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, such as 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

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients as needed
• Deep conversations with clients to gain in-depth knowledge of financial and life priorities
• Connecting clients to solutions that meet their financial goals

• 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

• Obtain Securities Industry licenses (SIE, Series 7, Series 66).
• Build and manage client relationships, guiding them with advice and solutions.
• Work in a financial center, delivering core banking and investment solutions.
• Develop and practice skills to grow and deepen relationships with clients.
• Collaborate with banking and investment partners to meet client financial needs.

Project Manager

• Managing large projects for an operations department or Line of Business
• Directing the research of existing operations, procedures, workflow, product, and service requirements
• Overseeing end-to-end project status, project health, mitigation, and timely escalation
• Working directly with senior management to set and maintain strategic project direction
• Managing and directing project parameters, costs, project testing execution, and resource allocation
• Establishing project status routines and tracks critical path deadlines

Senior Project Manager – Global AML Operations

Account Manager

• Leads the service delivery model and wealth management banking strategy
• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams
• Supervises financial transactions and operations to drive risk management best practices
• Oversees the client service experience and reviews the approval of new client accounts
• Represents the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel

Market Client Relationship Manager

Financial Crime

• performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
• coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
• identifies business trends based on economic and portfolio conditions and communicates findings to senior management
• supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
• leveraging independent risk management acumen, business partner subject matter expertise and historical event data to recognize emerging or existing internal fraud threats
• identifying data sources and extracting and working with large, complex datasets in a variety of environments
• performing outlier analysis to identify high risk activities and behaviors displayed by employees that may be indicative of internal fraud
• developing sophisticated code that will isolate aberrant patterns and behaviors to be presented to analysts for independent investigation
• partnering with operational teammates to refine methodologies to efficiently and effectively assess suspicious activities identified by strategies
• measuring and communicating performance and impact of internal fraud strategies
• leading / contributing to collaborative routines that ensure optimal performance of the end to end internal fraud detection process
• being an engaged, independent worker that is motivated by and actively contributes to team success and a positive work environment

Cons Prod Strat Analyst IV – Internal Fraud Detection

Consultant

• Responsible for providing payment processing solutions to small business clients in a phone-based environment
• Consults with small business clients to understand their priorities and providing solutions to meet their business needs
• Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations

Centralized Merchant Consultant

• Providing payment processing solutions to small business clients in a phone-based environment
• Consulting with small business clients to understand their priorities and providing solutions to meet their business needs
• Leverages consultative sales processes to provide merchant payment solutions
• Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations
• Collaborates with internal partners and clients to determine payment processing needs
• Identifies opportunities proactively and develops a pipeline for sales opportunities