Bank of America

Financial Planning and Analysis

• your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
• 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, all while humanizing financial interactions.
• Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care.
• We will equip you with everything you need as you move through the stages of development.
• 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.
• As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill.
• The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

Financial Solutions Advisor

Manager

• Manages, recommends, and directs executions of investment programs designed to achieve the objectives of a group of client accounts within established investment policy guidelines.
• Rebalances, trades, and monitors portfolios, ensuring alignment with portfolio guidelines, constraints, and objectives.
• Partners with advisors and clients on portfolio strategy, transition planning, and the phased management of portfolio positions and guidelines.
• Supports the ongoing design and development of infrastructure for CIO direct indexing strategies and capabilities.

Portfolio Manager

Sales

• Distributes FX and interest rates products to assigned account base with limited direction from seniors
• Develops and maintains client relationships and determines which products best meet clients' needs
• Studies market relationships and current market conditions to increase account/market penetration
• Under the international context and working with a team of salespersons and bankers
• Provide flows color on the desk as well as offering sales advice
• Generating ideas and communicating them to the client base to maximize client commissions

Director/VP, Corporate Sales – Fixed Income Sales

• Responsible for managing and aggressively growing treasury revenue across a portfolio of highly complex and high value Large Corporate Natural Resource (NRG) clients
• Partner with Corporate Bankers, Liquidity, Payments and Receivables, Trade, Card and Foreign Exchange partners to develop customized treasury solutions
• Focus on growth of new and underpenetrated client relationships and expansion of existing relationships
• Maintain a strong client focus, treasury industry expertise, understanding of the evolving innovation landscape

Treasury Sales Officer III

Security Engineer

• Responsible for oversight of executive protection teams and activities within a specific geographic region.
• Develop and implement comprehensive security plans and protocols.
• Ensure safety and security of senior management team and bank events.
• Manage health, safety, and physical security of all attendees at Bank of America–sponsored or hosted events.
• Conduct detailed security surveys of all identified locations.
• Continuous analysis and identification of potential threats across multiple intelligence and information platforms.
• Close coordination with event planners, local law enforcement, and venue partners.

Executive Protection & Events Security Manager II

Account Manager

• Provide comprehensive financial solutions to small businesses with annual revenues up to $20 million
• Manage and deepen relationships with high-value clients
• Support growth of the profitability of the small business customer base
• Identify, develop, and drive results and acquire new client opportunities through prospecting, networking, and developing external referral sources
• Open core small business accounts while adhering to procedural guidelines
• Foster relationships with key partners to increase small business opportunities
• Coach, develop, guide, and deliver feedback to associates and clients

Business Banking Relationship Manager

• Manages an extensive portfolio of HENFP clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Senior Relationship Manager – Global Commercial Banking, Healthcare, Education, Not-for-Profit

Bilingual

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Accurately and efficiently processing cash transactions for clients as needed.
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Relationship Banker, Bilingual Spanish

• Developing and implementing business strategies by managing platform development initiatives from idea creation through deployment
• Identifying customer needs, working with Technology on design options, and validating concepts
• Developing business cases, partnering with Technology and key operational stakeholders to conduct analyses
• Writing business and functional requirements documentation
• Defining the strategic vision for key user experience functionalities, identifying administrative modifications and opportunities to streamline data entry processes
• Driving innovation and improves platforms used by bank employees and support organizations to maximize system stability, while minimizing user disruption
• Interacting with key program stakeholders such as platform and process design teams to facilitate solutions and remedies to any risks/issues identified during platform deployment
• Leading the end-to-end requirement gathering and release execution process from an operational validation perspective with Technology partners
• Managing User Acceptance Testing execution and documenting evidence of success prior to release
• Partnering with Technology to plan, implement, and deploy business strategies, while prioritizing the bank's long and short-term goals
• Managing and prioritizing the product roadmap to deliver committed features, enhancements, and data capabilities aligned to business needs and strategic objectives
• Driving stakeholder engagement, platform demonstrations, and adoption activities to promote understanding, alignment, and effective use of new capabilities across teams and leadership
• Monitoring and triaging data and platform issues, coordinating with partners to resolve incidents, evaluate sourcing alternatives, and support ongoing platform performance

Platform Manager

• Delivering data-driven insights to support process design, performance management, and strategic decision-making
• Analyze data, design scalable processes, develop forecasting models, and support end-to-end delivery of key initiatives
• Ensure data, customer, and associate perspectives are central to enterprise objectives and execution
• Design, develop, and sustain reporting tools, dashboards, and performance metrics to support business and operational outcomes
• Pull, analyze, and interpret data from multiple sources to deliver clear insights for leaders
• Establish and maintain KPIs and leading indicators to monitor performance, productivity, and process health
• Build and maintain forecasting and scenario models to inform planning, process design, and performance improvement
• Coordinate cross-functional partners across Technology, UX, Data, Operations, Risk, and Lines of Business
• Serve as a thought partner to senior leaders, strategy teams, and operations

Client Segment Consultant II

• Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams, especially Consumer Banking and Workplace Benefits
• Monitor EBI sales reporting and identify gaps/opportunities
• Support effective on-boarding, training, and continuing education of unregistered sales associates
• Drive the adoption and execution of client relationship process, including sales playbook and lead management to achieve region goals while ensuring compliance with regulatory, policies and procedures
• Support the team in implementing effective performance management including goal setting, incentive, and other reward and recognition mechanisms
• Drive metrics and targets related to client experience, productivity, number of new relationships, revenue growth, leadership behaviors & teamwork, partnership ability & managing by influence
• Lead and develop program initiatives relating to partners and process evolution

Employee Banking & Investments – Performance Manager

• Produces responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations
• Collaborates with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Drives pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
• Advises within the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Influences digital adoption by driving mobile, digital and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Leads, coaches, and develops Treasury Sales Analysts (TSAs), Treasury Sales Officers (TSOs), and Treasury Sales Client Officers (TSCOs) in day-to-day support of client deliverables
• Maintains regular client interactions and deepens those relationships with on-site or virtual meetings, industry conferences, roundtables, and client events

Treasury Sales Officer – III

Business Analyst

• Dynamically manage call center workforce for activities across a network of 6 Merrill Edge sites
• Optimize service levels on a real time basis. Adjust skilling and or planned events as per the established parameters
• Partner closely with ME Leadership Team to ensure the most efficient use of resources
• Analyze real-time call center metrics (Service Level, AHT, Productivity and Volumes) to determine patterns/trends, and make recommendations as necessary
• Collaborate with key business partners to identify opportunities for improvement of resource utilization and service levels
• Administration and Utilization of all WFM applications
• Administration of Capacity Resource Inbox
• Basic Report Generation and Administration (Excel based reports)
• Maintain proper communication channels regarding events that impact our call centers
• Partner with the technology team for the real-time tracking and communication of customer and associate affecting outages
• Communicate BCP events to multiple departments to ensure the continuous operations of critical business units occur
• Deliver regular updates to our leadership team for consistent transparency of call center metrics
• Perform other duties as requested by supervisor

Workforce Management Analyst – Service Level Coordinator

• Serves as a subject matter expert for one or more engineering initiatives
• Designs, develops, and implements systems to contribute to the protection of system boundaries, harden computer systems and network devices against attacks, and secure sensitive data
• Drives complex technical information security projects to ensure on-time delivery and identifies and raises risks and potential vulnerabilities at all stages of the security engineering process
• Leverages broad knowledge of information security technologies, techniques, and processes and prepares to grow knowledge within one or more security-engineering domains
• Leads the identification, definition, and documentation of system security requirements

Network Security Engineer

Full-stack Engineer

• Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
• Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained
• Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack
• Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle
• Performs spike/proof of concept as necessary to mitigate risk or implement new ideas
• Automates manual release activities
• Designs, develops, and maintains automated test suites (integration, regression, performance)