Bank of America

Sales

• Interacts with clients and client teams, within the context of the Client Management Process, to identify opportunities that support the achievement of team and market goals for client delight and retention, non-credit loss/fraud prevention, and revenue growth
• Ensures client data integrity including accuracy, completeness, and timeliness of key data elements of onboarding, Know Your Client (KYC), and operational risk/compliance within the systems of record
• Serves as the point of contact for account openings/closings, escalated issues arising out of the Contact Center, and connects clients with various client team business partners and support teams to navigate service-related issues
• Supports Customer Due Diligence processes, ensuring timely completion and accuracy of policy and regulatory requirements related to Anti-Money Laundering (AML), money services businesses, other high-risk indicators or industries, and related KYC activities
• Conducts research and analysis to compile sales leads and provides the data to the client team and partners

Sales Support Associate – Business Banking

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

Financial Solutions Advisor

Strategy

• Drives innovation and leads change initiatives
• Ensures governance frameworks are followed
• Delivers measurable outcomes through disciplined execution
• Models an inclusive environment for employees and clients

Business Strategy & Intelligence Manager

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 as needed
• Having deep conversations with clients to gain in-depth knowledge of their financial priorities
• Connecting clients to solutions that meet their financial goals

Relationship Banker – Bilingual in English and Portuguese

Product Manager

• Manage Wealth Management Deposit Opportunity Pricing activity
• Contribute to continuous improvement of the opportunity deposit pricing processes
• Engage directly with Wealth field leadership to support opportunity-based pricing requests
• Partner closely with Finance and Line of Business leaders to align opportunity pricing decisions
• Leverage Opportunity Pricing SharePoint to support Opportunity Pricing activities
• Produce quarterly reporting on the opportunity pricing portfolio
• Ensure adherence to deposit pricing strategy, policies, and governance standards
• Maintain strong operational rigor and controls
• Independently manage multiple concurrent priorities

Wealth Management Deposit Pricing Product Manager

Platform Engineer

• Providing leadership, technical direction, and oversight to a team delivering technology solutions
• Oversight of the design, implementation, and maintenance of complex computer programs
• Align technical solutions to business objectives and ensure compliance with software development standards
• Conducting multiple software implementations with depth and breadth in knowledge of several technical competencies
• End-to-end ownership of application build, environment setup, and platform integration to production stability
• Incident management and continuous improvement

Senior Platform Engineer – Feature Lead, Development & L1/L2 Support Integration

Technical Product Manager

• Generates the vision and roadmap for the product to align with strategic direction for the business or technology domain
• Communicates the product vision and roadmap to stakeholders and the team
• Collaborates with stakeholders to understand their needs and problems
• Prioritizes and creates work for a team, learning to collaborate with cross-functional teams
• Owns and manages the product backlog, ensuring a continuous pipeline of well‑defined, prioritized Epics, Features, MBIs, and user stories with clear acceptance criteria
• Reviews and accepts stories and makes decisions regarding scope and requirements
• Partners with the team to ensure that optimum value is obtained through technology and through subject-matter expertise of the business

Technical Product Owner

• Supporting the development and execution of strategic initiatives and/or processes
• Defining, developing, executing, monitoring, and/or refining strategic initiatives
• Managing the relationship for initiatives associated with the Financial Center and ATM network
• Strong communications skills and partnership with business partners and stakeholders
• Developing strong partnerships and coordination with business partners

Business Strategy Manager – ATM Channel Management

• The GWIM Credit Officer acts as an extension of the Credit Advisors.
• Responsible for actively developing and supporting strategies to identify and deliver credit opportunities
• Ensure wealth management clients are knowledgeable of the Banks full suite of GWIM credit solutions
• Support the flawless delivery of these solutions through a high-touch advisor/client experience
• Establish new credit relationships with the financial advisors wealth management clients/ prospects
• Support/expand existing GWIM credit relationships with the intent of generating balance and revenue growth

Credit Officer, Global Wealth & Investment Management

• Maximize the value for enterprise identity management infrastructure product capabilities.
• Define the vision and roadmap for Identity Management based on customer requirements, industry trends, and regulations.
• Define and prioritize features/epics in the program backlog.
• Support and collaborate with stakeholders throughout delivery.
• Oversee the budget(s) for their product(s).
• Continuously oversee product inventory, performance, risk, and usage metrics to monitor product health.

Identity Management Product Manager

• Maximizing the value for one or more products
• Working with stakeholders to understand their needs
• Aligning on priorities and creating the vision and roadmap for the product
• Ensuring delivery of products that meet the expectations of clients
• Responsible for product planning and execution throughout the full product lifecycle
• Gathering and prioritizing product and customer requirements
• Defining the product vision
• Working closely with engineering, cybersecurity, supply chain, marketing, operations, and support teams

Product Owner – Endpoint Browser, OS

• Obtain Securities Industry licenses and participate in dedicated classes for the SIE, Series 7 and Series 66 Exams
• Build and manage client relationships, guiding them to achieve their financial goals
• Work in a financial center delivering banking, investment solutions, and client care
• Collaborate with banking and investment partners to meet clients' financial needs

• 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 Crime

• Manages team responsible for execution of Decision Testing Quality Control on AML Investigations process
• Responsible for identifying thematic trends across Decision Testing Quality Control
• Advises and directs the development and maintenance of financial crimes owned policies and standards
• Produces and/or oversees independent financial crimes risk management reporting
• Monitors the changes in regulations applicable to Global Financial Crimes
• Participates in industry forums and monitors regulatory expectations
• Escalates financial crimes related compliance and operational risks
• Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues

Global Financial Crimes Manager

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services
• Documents all client interactions and opportunities within Salesforce accurately

Sales Support Associate – Business Banking

Financial Solutions Advisor

Business Strategy & Intelligence Manager

Relationship Banker – Bilingual in English and Portuguese

Wealth Management Deposit Pricing Product Manager

Senior Platform Engineer – Feature Lead, Development & L1/L2 Support Integration

Technical Product Owner

Business Strategy Manager – ATM Channel Management

Credit Officer, Global Wealth & Investment Management

Identity Management Product Manager

Product Owner – Endpoint Browser, OS

Financial Solutions Advisor

Financial Solutions Advisor

Global Financial Crimes Manager

Financial Advisor – Merrill Advisor Development Program