Bank of America

Financial Planning and Analysis

• This job is responsible for serving as a finance partner to specified Lines of Business (LOBs) and directing the day-to-day finance activities to manage strategic annual planning and implementation.
• Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and overseeing value creation ideas and new investment business cases.
• Job expectations include supporting management in key decision making, and influencing and gaining support from financial analysts.
• Leads projects and coordinates resources.
• The teammate is expected to become the subject matter expert for their respective area of focus and interact directly with the Consumer Products and Small Business BFOs, other CFO partners, and Line of Business, Marketing, or Risk partners.

Finance Manager – Business Support

Consultant

• Provide payment processing solutions to small business clients in a phone-based environment
• Consult with small business clients to understand their priorities and provide solutions
• Leverage consultative sales processes for merchant payment solutions
• Drive toward sales and revenue goals while balancing operational excellence
• Collaborate with internal partners and clients to determine payment processing needs
• Identify opportunities proactively and develop a pipeline for sales opportunities
• Adapt to an ever-changing payment processing environment

Merchant Consultant

Sales

• Supports end to end treasury sales process for Treasury Sales Officers on the Healthcare , Higher Education Not For Profit team
• Leverages internal partners and resources to coordinate industry, prospect, and client research
• Maintains accountability for the accuracy and integrity of sales data across core systems
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, and product usage
• Assists with coordinating the Client Management Process (CMP)
• Completes price and cost benefit analysis models to develop pricing strategies
• Partners with Product Specialists to develop strategies to grow revenue
• Supports clients through implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Prepares analysis and presentation materials for all client meetings

Treasury Sales Associate I – Global Payment Solutions, Healthcare, Higher Education, Not for Profit

Banker

• 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.
• Having deep conversations with clients to connect them to solutions that meet their financial goals.

Relationship Banker

• Working with high-net worth individuals to identify needs and develop relationships
• Reviewing financial goals and delivering comprehensive recommendations
• Collaborating with and being mentored by Merrill Financial Advisor Teams
• Developing a book of business to meet and exceed performance hurdles
• Prioritizing sourcing prospective clients and capitalizing on referrals
• Recommending suitable investment products and services
• Balancing investment growth, referral activities, customer follow up, and personal development
• Organizing and managing resources to run a productive practice
• Completing mandated training, assessments, and performance goals

Financial Advisor – Merrill Advisor Development Program

Security Engineer

• Support a group/team in developing business insight for focused information security risk discussions
• Provide guidance on information security topics, policies and controls
• Contribute to the ongoing information security initiatives and improvements development, implementation and maintenance of information security for the line of business (LOB)
• Serves as an Information Security subject matter expert and participates in the development, implementation and maintenance of information security for the line of business (LOB)
• Provides guidance and advocacy regarding the prioritization of LOB investments that impact information security
• Advises LOB management on risk issues related to information security and recommends actions in support of the bank's wider risk management and compliance programs
• Monitors information security trends internal and external to the bank and keeps LOB/CIO Partners informed about information security-related issues
• Drives GIS/LOB risk deliverables
• Collaborates with risk partners on info security critical priorities
• Participates in senior LOB specific Risk Management & Business Continuity Routines
• Identifies and measures global information security (GIS) controls on most critical business processes or channels

Information Security Officer

• As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Southeast Coastal Market

Associate

• Assist multiple Trust Officers in all phases of trust account/relationship servicing
• Serve as an additional point of contact to clients, Merrill Financial Advisors and/or as backup for Trust Officers
• Initiate and monitor client onboarding including account opening and asset transfer

Senior Trust Associate

Account Manager

• Manages backlog of established and complex healthcare clients during the project phase of loan process
• Processes disbursements on behalf of clients
• Communicates frequently with internal/external partners and clients
• Identifies and delivers to client's needs through loan closing process
• Collects required documentation from client based on loan conditions
• Engages in additional responsibilities and mentorship opportunities within the team

Relationship Account Coordinator II – Practice Solutions

• 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
• Connecting clients to solutions that meet the financial goals

General

• Manage a portfolio of criticized or distressed commercial leasing relationships from strategy development through resolution
• Develop and execute remediation, workout, restructuring, or exit strategies that reflect lessee performance, lease structure, collateral value, and contractual terms
• Serve as the primary point of contact for lessees and coordinate engagement with internal partners, legal counsel, asset management teams, and external stakeholders
• Evaluate ongoing lessee financial performance and its impact on lease economics, collateral recovery prospects, and credit risk exposure
• Prepare credit approval documents, justify recommended strategies, and present to senior leadership for decisioning
• Lead negotiations related to lease modifications, restructurings, asset disposition strategies, or enforcement actions
• Support asset quality forecasting and reporting efforts
• Ensure compliance with internal credit policies and applicable regulatory requirements
• Collaborate with LOB partners, legal teams, and external bank groups to drive resolution outcomes
• Coach and mentor junior associates on the team to help develop credit and corporate workout skills

Senior Portfolio Officer

• Engage clients in lobby to educate and assist with transactions
• Process cash transactions accurately and efficiently
• Build relationships with clients according to their financial needs
• Manage financial center traffic and appointments effectively

Relationship Banker – Russian Required

Business Support

• Leads diverse administrative functions for a large department or complete business unit
• Administers bank programs and policies and may direct the development of administrative policies and procedures
• Manages expenses and demonstrates an owner's mindset

Business Support Lead II

• 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
• Connecting clients to solutions that meet the 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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Growing business knowledge and network by partnering with experts in small business, lending, and investments
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience
• Managing cash responsibilities

Business Analyst

• This job is responsible for serving as a finance partner to specified Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives.
• Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases.
• Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods.
• The primary focus of our team is providing centralized finance support to the GWIM Product teams.
• Our team will engage with CFO teams and multiple corporate partners to oversee the monthly close process, metric reporting, executive reviews and financial forecasting & planning routines.

Finance Manager – Business Support

Merchant Consultant

Treasury Sales Associate I – Global Payment Solutions, Healthcare, Higher Education, Not for Profit

Relationship Banker

Financial Advisor – Merrill Advisor Development Program

Information Security Officer

Financial Advisor – Southeast Coastal Market

Senior Trust Associate

Relationship Account Coordinator II – Practice Solutions

Relationship Banker

Senior Portfolio Officer

Relationship Banker – Russian Required

Business Support Lead II

Relationship Banker

Senior Finance Analyst – Business Support