Bank of America

Financial Planning and Analysis

• Ensure optimal alignment between the business’ strategies, future state operating model and the learning program required to deliver on them
• Build strong relationships to partner effectively with a variety of constituents
• Partner with business and HR leaders to deliver a comprehensive learning and development program that will ensure our workforce is well equipped to meet the needs of the business
• Apply expertise in Global Learning to identify opportunities, strategies, and solutions that are directly linked to organizational and business goals
• Enhance operational efficiency and collaboration and drive a culture of continuous learning
• Support executives in building/developing strong teams
• Identify, develop and lead the implementation of multiple programs in a fast-paced, challenging environment with competing priorities
• Measure success and drive continuous improvement
• Lead a geographically dispersed team; inspire a strong sense of camaraderie and accountability and motivate continuous improvements to performance

Academy Executive – Wealth Management, Consumer Investments, Private Bank

Sales

• Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Private Bank clients
• Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
• Actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio
• Partnering closely with client-facing teammates to consult on sales opportunities
• Providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect
• Managing day to day relationships with clients
• Retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship
• Managing pricing & profitability, and direct phone/web-based client calling within the Private Bank GPS Division
• Coordinating regular relationship review meetings with the client team
• Identifying cross-sell opportunities through account analysis & regular client interaction
• Protecting and growing revenue

Treasury Sales Client Officer II – Global Payment Solutions

Banker

• 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 their 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

Relationship Banker

• Learns how to provide tailored and personalized advice to clients through reviews and presentations
• Understands client solutions that are best suited for their financial needs
• Shadows Financial Advisor teams to build their network
• Leverages available resources and technologies to optimize the customer experience
• Participates in ongoing training focused on how to develop a book of business
• Builds relationships with internal service providers based on client needs and asset thresholds
• Manages risk proactively in every aspect of business, product, and service transaction

Financial Advisor, Merrill Advisor Development Program

Associate

• Supports the analysis of market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
• Collaborates with Market Executives, Relationship Managers, and team members across the bank to help prepare client presentations and support client deals
• Observes and supports the credit approval and treasury solutions processes to build knowledge of products, services, and related approval and packaging requirements
• Supports the coordination of clients/prospects and partners from product and deal teams throughout the course of a transaction
• Supports the delivery of new business analytics, monitors client activities, and performs portfolio optimization to identify and expand client relationships while maintaining and enhancing business opportunities
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Observes with domestic and international teammates including Investment Banking, Foreign Exchange, and Wealth Management, and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions

Commercial Associate – Middle Market

• This job is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
• Key responsibilities include balancing working service requests and other transactional activities such as in-person or inbound call delivery.
• Job expectations include proactively connecting with clients, conducting consistent follow-up routines, and handling complex and diverse client engagements.
• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.
• Responds to customer inquiries and concerns, creating customized solutions.
• Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans).
• Identifies client needs for licensed sales functions and refers to partners (Merrill, Lending, & Small Business).
• Quotes rates, terms and programs for banking solutions.
• Manages risk in every business, product and service transaction leveraging available tools.
• Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs.
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

Senior Banker

• Helps to drive new merchant business acquisition in direct partnership with TSOs and collaboration with relationship managers.
• Engages clients as part of the extended client team for more complex merchant sales.
• Deep understanding of a client’s commerce ecosystem and the ability to consult on ways to integrate, cover industry standards, trends and broader bank product solutions.
• Main point of contact for new merchant business sales for the higher valued and more complex opportunities.
• Must be skilled at developing tailored value propositions for various client types and industries.
• Ability to appropriately position value and drive solutions per relationship across the merchant solutions set - Tokenization, Equipment, Transaction Routing, etc.
• Work across a matrixed coverage organization to achieve objectives - working with TSOs and client managers to uncover opportunities, advise in the best way to target prospects and close new business
• Provide strategic guidance and advisory content that helps encourage both prospects and clients of the bank to move their merchant services business to Bank of America.
• Provide guidance and oversight on key elements of the merchant product sales cycle.
• Supporting TSOs that will be acting as the deal lead with client selection, pricing, credit review and post sale implementation.
• The MSPS will be primarily focused on developing new business, consistent pipeline growth and conversion.

Treasury Product Sales Manager I

General

• Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility
• Collaborates with Client Management teams to perform analysis of credit opportunities and prospects at the bank
• Manages client and prospect originations including initial credit structuring, underwriting, legal documentation review, and deal closing
• Delivers on data accuracy and quality of underwriting metrics in compliance with internal policies and procedures
• Monitors the client's operating performance and financial condition, proactively identifying issues and opportunities
• Monitors assigned portfolios of client loan maturities and collaborates with Analysts to continuously recognize and address risks in a timely manner
• Escalates and debates deteriorating assets in partnership with the Special Assets Group and Risk as appropriate
• Participates in Regional and Market meetings to communicate credit delivery best practices and results

Credit Officer II

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to understand their financial and life priorities
• Connecting clients to solutions that meet their 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 to do what is right for clients and the bank
• 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

• Engage clients in the lobby to assist with transactions
• Educate clients on self-service resources
• Process cash transactions accurately
• Conduct in-depth conversations to understand client needs
• Connect clients to financial solutions

• engages 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

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include 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.

• 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 – Greater Seattle Market

• 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

• 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
• 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