Bank of America

Backend Engineer

• Defining architectural vision and solution aligned to enterprise architecture strategy
• Consulting with business and operations to identify and improve technology use
• Planning and prioritizing technology focused backlog items for architecture runway
• Performing design and code reviews for non-functional requirements
• Defining and executing cloud and platform architecture strategy

Technical Architect

Financial Planning and Analysis

• Provide clients with holistic financial advice and guidance via phone
• Maintain U.S. client relationships by providing day to day service and advice
• Identify prospective clients and welcome new clients to the platform
• Set clear client expectations for a smooth transition of the relationship
• Strengthen client relationships by anticipating needs and exceeding service expectations

Financial Solutions Advisor – Bilingual Spanish, Series 7, 66

Sales

• Supports end to end treasury sales process for Treasury Sales Officers
• Serves as a key client facing resource
• Maintains accountability for the accuracy and integrity of sales data
• Partners with AML and onboarding teams
• Conducts industry, client, and prospect research

Treasury Sales Associate I – Private Bank Global Payment Solutions

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
• 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

• 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)

Software Engineer – Java

Financial Crime

• Completes investigations while overseeing cases meet or exceed closure and quality metrics
• Completes Suspicious Activity Reports (SAR) in a timely and accurate manner
• Reports facts of the investigation to senior stakeholders
• Partners with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations
• Performs quality control functions

GFC Investigator – Brokerage, AML

• Completes investigations while overseeing cases meet or exceed closure and quality metrics
• Completes Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcement
• Reports facts of the investigation to senior stakeholders, assisting in identifying potential operational or compliance risks and partners with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations
• Performs quality control functions, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities in an investigative support role

GFC Investigator, Brokerage – AML

Analyst

• Perform risk assessment and repayment capacity analysis
• Document credit analysis and monitor portfolio performance
• Provide loan structure analysis and recommendations
• Conduct financial and transaction analyses for underwriting decisions

Credit Analyst II – Credit Underwriter I, Global Renewable Credit

• Own and drive Trade Product Management for the North America Portfolio
• Own commercialization, lifecycle management, and risk management across portfolio of working capital solutions
• Partner closely with Legal, Contract Management, Business Controls, Operations, Fulfillment, Technology, Compliance and Operational Risk, Sales, Credit Risk, and more
• Lead cross-functional engagements to own lifecycle of product developments in North America market
• Partner with Sales/Coverage to support complex deals, structuring, and client pitches
• Embed strong controls and governance into product execution, liaising with stakeholders across the organization

Global Trade and Supply Chain Finance – Product 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 financial and life priorities