Bank of America

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

Commercial Support Specialist – Sales

Product Manager

• developing and managing the end-to-end product life cycle for highly complex products
• conducting market research and competitor analyses
• determining product pricing
• developing short and long-term strategies
• identifying innovative opportunities to modernize product offerings
• ensuring that product management efforts are integrated with sales, marketing, operations, implementation, and customer service strategies

Senior Product Manager

• Developing and managing the end-to-end product life cycle for highly complex products
• Conducting market research and competitor analyses
• Defining and owning the Card Acquisition roadmap
• Collaborating cross-functionally with Risk, Compliance, Marketing, Legal teams

Senior Product Manager – Consumer Credit Card

Banker

• Engaging clients in the lobby to educate and assist with transactions
• Processing cash transactions accurately
• Conducting deep conversations with clients to understand financial goals
• Building relationships with clients to meet financial needs
• Following established processes and guidelines
• Managing financial center traffic, appointments, and outbound calls

Relationship Banker

Financial Planning and Analysis

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals
• 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

Financial Solutions Advisor

• 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

• Obtaining your Securities Industry licenses.
• Dedicated and personalized classes for Securities Industry Essentials (SIE), Series 7 and Series 66 Exams.
• Learning foundational skills to be an advisor—acquiring, building and managing client relationships.
• Working in a financial center to deliver Bank of America’s banking and investment solutions.
• Providing end-to-end comprehensive advice and recommending strategies to help clients achieve financial goals.
• Collaborating with core banking and investment partners.

Financial Solutions Advisor – Bi-lingual Spanish Required

• 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 gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals
• executes the bank's risk culture and strives for operational excellence
• builds relationships with clients to meet financial needs
• follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• grows business knowledge and network by partnering with experts in small business, lending, and investments
• manages financial center traffic, appointments, and outbound calls effectively
• drives the client experience
• manages cash responsibilities

Program Manager

• Assisting the Line of Business to deliver on priorities by supporting initiatives and strategies in a two-year rotational program for external veterans
• Supporting teammates and partners to execute and deliver on tactical plans to achieve strategic objectives
• Leveraging military experience and unique skills to further develop in the corporate environment
• Partaking in activities designed to foster teamwork
• Attending program events
• Demonstrating Bank of America’s vision and culture

Global Operations Military Development Program

Sales

• Responsible for leading product experts supporting Global Transaction Services in client engagements, account management, and closing complex deals
• Manage treasury revenue streams and product penetration across assigned portfolio
• Collaborate with Client Managers, Treasury Sales Analysts, and other partners to provide US and International treasury solutions
• Act as digital ambassador driving mobile, digital and real-time payments adoption
• Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their financial technology advisor
• Drive expansion of Solutions Per Relationship (SPR) and account for revenue growth, client calling initiatives, and portfolio development

Treasury Sales Officer I – Healthcare Not For Profit – Higher Education

• This job is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients.
• Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum.
• Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members.
• The Credit Officer II is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions.
• The role also serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing.
• Involvement with monitoring activities/approvals is also part of the responsibilities.
• The Credit Officer II maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect.

Credit Officer II – Dealer Financial Services

Security Engineer

• Define solution intent and architectural vision in partnership with senior business and technology leaders.
• Collaborate with senior architects and product managers to develop and execute security roadmaps.
• Advise senior executives on security risks, technology gaps, and architectural trade-offs.
• Lead the evolution of enterprise-level security architecture.
• Partner with governance and control owners to resolve policy issues.
• Mentor and guide other GIS architects.
• Establish and continuously improve architectural practices, templates, and documentation.
• Work with product managers and senior technology leaders to prioritize security backlog items.
• Contribute across multiple initiatives simultaneously and adapt quickly between priorities.

Principal Security Architect

Analyst

• Capturing and refining business or system requirements
• Collaborating with project stakeholders to analyze and confirm requirements
• Creating, analyzing, and improving processes and writing user and technical stories
• Managing requirements traceability from concept through implementation

Analyst II – Tech Delivery

General

• Oversees the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards
• Supports the monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation
• Implements optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts
• Conducts and coordinates quality inspection reviews to enhance employee performance and control effectiveness
• Performs QA activities including executing on controls, managing cases, and reporting results
• Executes initiatives by identifying areas of potential testing automation, procedural updates, thematic trends, test script updates, and coaching opportunities to enhance QA program success
• 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
• Develop strong relationships with business partners to drive compliance and provide advisory support for policies and programs
• Ongoing BAU support for control programs such as Process, Records, Desktop procedures, and tower specific requirements
• Projects to support the CFO priorities including automation leveraging emerging technology, operational excellence, and the war-on-manual

Senior Business Control Specialist

Accountant

• Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards
• Reviews and prepares complex federal and state fiduciary income tax returns
• Complies with bank standards and policies, federal and state tax law, and client service standards
• Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams
• Develops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax

Commercial Support Specialist – Sales

Senior Product Manager

Senior Product Manager – Consumer Credit Card

Relationship Banker

Financial Solutions Advisor

Relationship Banker

Financial Solutions Advisor – Bi-lingual Spanish Required

Relationship Banker

Global Operations Military Development Program

Treasury Sales Officer I – Healthcare Not For Profit – Higher Education

Credit Officer II – Dealer Financial Services

Principal Security Architect

Analyst II – Tech Delivery

Senior Business Control Specialist

Fiduciary Tax Accountant III