Bank of America

Sales

• The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of General Industry including large complex international firms with corporate revenues of $100 million to $2 billion.
• The TSO will partner with Relationship Bankers, GPS Product Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives.
• Act as digital ambassador driving mobile, digital and real-time payments adoption, manage and lead strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solution positioning.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.
• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.

Treasury Sales Officer II – Global Payment Solutions

Banker

• 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.
• Deep conversations with clients to connect them to financial solutions that meet their goals.

Relationship Banker

• This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients.
• Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
• As an established Treasury Sales Officer (TSO) aligned to Global Commercial Banking’s Transformative Technology Group, you’ll partner closely with Relationship Managers (RMs) while overseeing a portfolio of US based, globally oriented Middle Market Technology companies with annual revenues up to $2 billion.
• You’ll serve as a trusted advisor by offering industry leading expertise around global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital, and digital transformation.
• You’ll strengthen existing connections, prospect new ones, and introduce clients to strategic partners along the way as you deliver BofA’s globally consistent and locally relevant treasury platform.
• The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios.
• The TSO works closely with several partners such as Relationship Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients’ needs.
• Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.
• This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
• Maintains a strong client focus while also understanding the operational aspects of the bank.
• A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations.
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
• Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.

Treasury Sales Officer II – Transformative Technology

Program Manager

• One week of onboarding, organizational structure, divisional/business and soft skill set developmental training
• Combination of classroom instruction, e-learning modules, educational speaker series, case studies and presentations from/to line of business throughout program
• Mentorship and access across the entire bank
• Peer and professional networking throughout the full cycle of the program
• Working on cutting edge problems and help develop innovative solutions in all aspects of client coverage and deal execution including:
• Adhering to the highest degree of professional standards and strict client confidentiality
• Coordinating the activities of team members and clients with minimal supervision while taking on new responsibilities
• Building relationships and facilitating the information flow across a wide array of products and businesses
• Conducting industry and product research, database maintenance and/or writing reports
• Preparing pitch books, live deal materials and economic and market updates
• Pitching new business
• Analyzing detailed corporate and financial information, as well as conducting due diligence
• Performing complex financial modeling & valuation work (discounted cash flow, pro forma merger, precedent transaction, comparable company analysis, etc.)
• Idea generation and seeking out new, value-added, and/or unusual sources of information

Global Operations – Accelerated Military Development Program

General

• This job is responsible for being the first point of contact for Treasury clients submitting implementation of treasury, cash management, card, merchant and depository product requests via email channel, and phone.
• Key responsibilities include handling end-to-end processing for moderately complex implementations and ensuring engagement of internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) as appropriate.
• Job expectations include working directly with the client to resolve implementation issues.
• You will implement treasury products and solutions for clients.
• You will take ownership of the end-to-end resolution of projects.
• You will conduct research using various bank systems to enable thorough and accurate responses to client enquiries.
• You will respond to enquiries received from clients and Sales partners.
• You will resolve conflicts while appropriately escalating concerns that may jeopardise client experience.

Senior Fulfillment Specialist

Financial Planning and Analysis

• This job is responsible for managing a financial center and it's employees on a day-to-day basis.
• Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.
• Job expectations include ensuring operational excellence and cohesive effectiveness.
• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Financial Center Manager

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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 – Registration Candidate

Operations

• This job is responsible for managing one or more major operations segments for a site, region, or product line within the bank's internal operations.
• Key responsibilities include identifying, analyzing, and resolving complex problems related to product lines, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency.
• Job expectations include supervising day-to-day activities of employees such as executing transactions.
• Responsible for overseeing all areas of leasing property tax operations, ensuring business personal property tax returns, assessed values, and tax bills are processed accurately and timely.
• This role manages property tax application and reporting, drives process improvements, and supports a collaborative team environment across multiple locations.
• Serves as a key point of contact for cross-functional communication, system access approvals, and operational consistency.

Group Operations Manager

• Engage clients in the lobby and assist with transactions
• Educate clients on self-service banking options
• Process cash transactions efficiently
• Build relationships with clients to meet their financial needs

Product Specialist

• Support credit analysts and relationship managers in underwriting and servicing specialized credit products
• Handle more complex inquiries and contribute to product improvement feedback loops
• Train and coach entry-level product specialists
• Resolve complex client-related issues and manage risks related to treasury accounts and services tied to ABL credit facility
• Educate internal partners and external clients regarding ABL requirements
• Work closely with Treasury Sales Officers, Client Managers, and Credit Officers to implement ABL requirements

Product Specialist II – Credit

Security Engineer

• Leading a large corporate security function that protects bank employees, facilities and assets
• Developing the overall security strategy, policies, and standards to ensure the physical security of all employees, visitors, and clients and bank property/assets
• Planning and preparing for crisis response, workplace violence, and other emergency events
• Ensuring consistent application of professional best practices in administering the overall physical security and/or life safety programs
• Planning and organizing resources to achieve the group's goals and objectives
• Coordinating the identification and reporting of significant issues and developing recommendations to senior management to protect the company's people, assets and brand
• Maintaining close business relationships with all lines of business in the region, ensuring roles and responsibilities are clearly understood

Corporate Security Executive – Security Intelligence Executive

• Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment
• Advises on projects and directs activities of a team related to special initiatives
• Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function
• Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control
• Identifies and recommends responsibilities and accountabilities for key programs/projects

Operations Consultant

• 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
• Connecting clients to solutions that meet financial goals

Full-stack Engineer

• developing and delivering complex requirements to accomplish business goals
• ensuring that software is developed to meet functional, non-functional, and compliance requirements
• coding solutions, unit testing, and ensuring the solution can be integrated successfully into the overall application/system with clear, robust and well-tested interfaces
• contributing to story refinement/defining requirements
• performing spike/proof of concept as necessary to mitigate risk or implement new ideas
• utilizing multiple architectural components (across data, application, business) in design and development of client requirements
• assisting team with resolving technical complexities involved in realizing story work
• contributing to existing test suites (integration, regression, performance), analyzing test reports, identifying any test issues/errors, and triaging the underlying cause
• documenting and communicating required information for deployment, maintenance, support, and business functionality
• participating, contributing, and can coach team members in the delivery/release (CI-CD) events

Software Engineer II – GBS IND

Manager

• Developing testing automation that provides timely, useful, and actionable independent insights on the operational health of Bank of America’s processes.
• Work closely with process owners in the Front-Line Units and Control Functions (FLUs/CFs) to obtain an understanding of their processes, including underlying data, flows, and controls, and to identify risks to successful execution.
• The outputs of the methodologies will be used to drive process improvements and timely detection and reporting of errors.
• Document and verbally explain the intuition and details behind the methodologies in a manner that is clear, concise, and consumable for a broad set of audiences that include key stakeholders across the Bank, as well as auditors and regulators.
• Convert the test requirements into automated tests via Python and SQL.
• Use programming skills and knowledge of software development lifecycle principles.
• Design and develop and implement models and tests.
• Produce clear, concise and repeatable technical documentation for models and/or tests.
• Manage stakeholders with respect to business deliverables.
• Drive projects independently and ensure timely deliverables.

Treasury Sales Officer II – Global Payment Solutions

Relationship Banker

Treasury Sales Officer II – Transformative Technology

Global Operations – Accelerated Military Development Program

Senior Fulfillment Specialist

Financial Center Manager

Financial Solutions Advisor – Registration Candidate

Group Operations Manager

Relationship Banker

Product Specialist II – Credit

Corporate Security Executive – Security Intelligence Executive

Operations Consultant

Relationship Banker

Software Engineer II – GBS IND

Assistant Manager