Bank of America

Bilingual

• Engage clients in the lobby to educate and assist with conducting transactions
• Process cash transactions efficiently
• Build relationships with clients to meet financial needs

Relationship Banker, Bilingual Spanish

Financial Planning and Analysis

• At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
• 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.

Relationship Banker – Bilingual Spanish

• 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.
• Connecting clients to solutions that meet their financial goals.
• Following established processes and guidelines in daily activities to do what is right for clients and the bank.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Managing financial center traffic, appointments, and outbound calls effectively.

Relationship Banker, Bilingual Armenian

Operations

• Maintains and supports the enterprise Messaging and Collaboration infrastructure
• Responsible for Messaging and Collaboration supported applications to include Outlook, Office and SharePoint
• Manages the integration of email with other systems
• Administers the Messaging and Collaboration user accounts in the enterprise
• Assumes the leadership role in the resolution of complex technical issues
• Consults with application developers on issues related to the impact of applications
• Provides technical expertise to internal IT groups
• Protects the overall security of the messaging environment
• Provides training to users, junior technicians and other IT personnel

Technology Operations Specialist II

Product Manager

• Maximizing the value for one or more products
• Working with stakeholders to align priorities
• Ensuring delivery of products that meet client expectations
• Generating the vision and roadmap for the program based on customer requirements
• Oversight of budget for products
• Developing business cases for new products and features

Product Manager – Tech Delivery

Risk

• Leads and coordinates routines to support delivery (for example, kick-offs, status reviews, stakeholder meetings, change controls, and tollgates, etc.)
• Manages coordination of delivery and dependencies across multiple teams
• Facilitates communication and collaboration across organizations to support the deliverable completion and timeline
• Provides status updates for the deliverables to stakeholders and leadership pertaining to delivery, risks, issues, and schedule
• Works with sponsors and stakeholders to ensure that execution is aligned with deliverable requirements
• Supports resource planning for delivery and execution
• Ensures adherence with Enterprise Change Management standards
• Serves as the subject matter expert for the Change process with stakeholders to include Risk, Audit and external Regulators
• Supports change management deliverables and project documentation (issue/risk logs, status reports, requirements documentation, design documentation, project plans)
• Establish and maintain effective communication with team members and other key stakeholders
• Ensure timely action/coordination on all reporting related deliverables
• Perform quality assurance analysis & review on data received from various LOB, generate reports, publish with in timeline
• Pro-actively understanding responsibilities and manage tasks independently

Delivery Lead – Technology Change Governance & Oversight

Account Manager

• Manages an extensive portfolio of clients and prospects with annual revenues of $50 million and above
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, 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
• Leads and facilitates dialogue with complex clients regarding various business topics
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions

Senior Relationship Manager – Global Commercial Banking – Restaurant Group

• your journey begins obtaining your Securities Industry licenses
• you will be taught the foundational skills needed to be an advisor
• guide clients with advice and solutions to help them live their best financial lives
• help to deliver Bank of America’s core banking, investment solutions and approach to client care
• once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role
• provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals

Financial Solutions Advisor – Registration Candidate

• Developing new clients and bringing incremental leverage and lease/loan growth to assigned Originators within their respective market.
• Responsible for the end-to-end sales process on assigned transactions and working with Management and Originations on other projects directly linked to improving performance within the Region.
• All activities and transactions assigned will be under the guidance of the CEF Sales Manager and assigned Originators, via direct partnering with bank client teams and other direct business development activities such as cold calling, reviewing financial statements, etc.
• Review and comprehend company financial statements for potential lease and loan products, price, structure, discuss and win potential financial solutions with clients/prospects.
• Effectively partner with internal stakeholders to lead a transaction through the mandate, approval, documentation and closing processes.
• Identify new business, winning/closing it in a very effective and efficient manner.
• Routine travel to meet with bank partners, clients and prospects is required.
• Engage in prospecting and business development projects throughout the broader region under guidance of the CEF Sales Manager.
• These activities will be project driven and revolve around prospecting a specific market or industry for an assigned Originator.

Leasing Officer – Equipment Finance

Events

• Execute corporate security activities essential to protecting the safety of employees and bank facilities
• Gather, analyze, and disseminate intelligence related to potential threats, risks, and vulnerabilities
• Monitor incidents that fall within defined parameters and promptly report them to the approved audiences.
• Collaborate with regional intelligence analysts, corporate security, or other business partners to gather, vet, and review information

Intelligence Specialist – Research and Event Monitoring

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads
• Making referrals to business partners based on client needs
• Meeting with clients to review financial and investment goals
• Building a financial plan and recommending brokerage products

Financial Solutions Advisor

• 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.

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and referring to business partners
• Meeting with clients to review financial and investment goals

• 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

• Report on crisis and intelligence events that directly impact bank operations, facilities, employees, or address leadership’s concerns regarding potential impact.
• Identify and analyze real-time open-source intelligence for potential impacts on the bank, and prepare concise, accurate reports for immediate distribution to senior leadership and stakeholders.
• Monitor incidents that fall within defined parameters and promptly report them to the approved audiences.
• Collaborate with regional intelligence analysts, corporate security, or other business partners to gather, vet, and review information.
• Research, collect, and report security intelligence relevant to assigned geographic areas or topics of interest.
• Support US and international intelligence analysts with routine research and occasional requests as the designated crisis/intelligence reporter.
• Assist protective services partners with truncated public record investigations.
• Review and approve intelligence reporting drafts as needed.

Relationship Banker, Bilingual Spanish

Relationship Banker – Bilingual Spanish

Relationship Banker, Bilingual Armenian

Technology Operations Specialist II

Product Manager – Tech Delivery

Delivery Lead – Technology Change Governance & Oversight

Senior Relationship Manager – Global Commercial Banking – Restaurant Group

Financial Solutions Advisor – Registration Candidate

Leasing Officer – Equipment Finance

Intelligence Specialist – Research and Event Monitoring

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

SOACC Intelligence Specialist – Research and Event Monitoring