Bank of America

Financial Planning and Analysis

• This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Job expectations include applying and expanding knowledge by completing required licenses and trainings. • Responsibilities include recommending banking and investments strategies that align with client financial goals and needs, triaging client requests and making referrals to appropriate internal service providers, identifying and engaging potential new clients through referrals or financial center clientele, and providing coaching and feedback to referral partners based on knowledge of client needs.

Financial Solutions Advisor

Customer Support

• Serves as the primary partner for relationship management teams in the management of their portfolio
• Works with internal partners to support sales processes, portfolio management, and risk mitigation for multiple Global Commercial Banking (GCB) client teams
• Supports achievement of team or market goals in client delight and retention, risk mitigation, new client acquisition, and client relationship deepening
• Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans
• Leverages analytics and sales tools to gather research on industries, clients, and prospects to help client teams build existing and prospective relationships
• Conducts proactive analytic activities to enhance existing relationships, identifying opportunities for deepening client relationships
• Leads market-level sales analytics to grow revenue and facilitate digital adoption

Commercial Support Specialist – Sales

Analyst

• Responsibilities are similar to those of the senior commercial credit analyst, but they are of less magnitude and involve more limited authority
• Works independently on general assignments and under the direction of the senior commercial credit analyst team on complex projects and analyses

Commercial Credit Analyst

Sales

• Partner with Financial Center leadership for coaching and support of inbound sales teams
• Monitor performance and client care standards
• Drive process improvements and operational excellence

Channel Integration Manager – FC Inbound Consumer Sales

• 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.
• Identifies and engages potential new clients through referrals or financial center clientele.

Manager

• Responsible for the implementation of the bank's physical security programs, policies, and procedures throughout a market or region
• Key responsibilities include crisis and incident management and documentation
• Conducting routine threat vulnerability assessment surveys
• Contributing to security related projects
• Managing a guarding force and other security vendor relationships
• Maintaining quality connections with various business partners throughout the markets
• Responsible for the protection of all corporate assets
• Conducting security reviews of banking centers, administrative, and operations buildings based on risk assessment factors
• Participates in investigations of physical security incidents
• Acts as the bank's liaison to law enforcement and advises local leadership on security related legal and regulatory requirements.
• Respond to critical physical events when necessary.

Protective Services Manager

Business Development Rep

• Partnering with assigned Enterprise Bankers to provide the most appropriate lending solution to prospects and clients with revenues up to $50 Million
• Building a network of COIs in their assigned market to self-source lending opportunities and identify and develop new client relationships for the bank
• Maintaining and building a network of referral sources including internal and external partners, Real Estate Brokers, Community Development Corporations (CDCs), commercial referral sources, and prospect lists provided by marketing intelligence
• Identifying, marketing and educating on all loan products, including SBA options

Commercial Business Development Officer – Business Banking

• Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Triaging client leads, making referrals to business partners based on client needs and asset thresholds.
• Meeting with clients to review financial and investment goals.
• Building a financial plan and recommending brokerage products.
• Applying and expanding knowledge by completing required licenses and trainings.

• Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility
• Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutions
• Monitors the client's operating performance and financial condition, proactively identifying issues and opportunities
• Delivers financial modeling, loan structure, industry, economic, and other analysis to team members to support the loan decision-making process
• Ensures adherence to credit policies, guidelines, procedures, and applicable regulatory requirements

Senior Credit Underwriter – Global Leasing, Equipment Finance

Financial Crime

• Performing end-to-end investigations of external financial crimes
• Conducting routine to complex investigations, including fraud, money laundering, and terrorist financing
• Acting as liaison to Law Enforcement as required
• Providing coaching and inputs to investigators to improve case quality
• Reviewing Suspicious Activity Reports in a timely manner

Global Financial Crimes Senior Investigator

Account Manager

• Providing advice and valuable financial solutions to complex Business Banking clients and prospects
• Serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships
• Collaborating with teammates and facilitating client relationships with Product Specialists

Senior Business Banking Relationship Manager

• Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities
• Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk
• Coach advisors in supporting the company strategy and continuing to grow their businesses

Market Supervision Manager

• evaluates and provides feedback on the execution of processes handled by the Consumer Investments Operations and Life Services teams
• helps ensure adherence to and proper execution of internal policies and procedures
• responsible for reviewing a sample of account-level activities fulfilled by associates
• provides consolidated and valuable feedback to help front-line units assess performance and coach associates
• maintain knowledge of the Consumer Investments Operations business structure
• maintain knowledge of industry regulations and Merrill’s internal policies and procedures
• create strong partnerships, maintain productivity levels on a monthly basis, and ensure prompt and accurate results

Quality Control Analyst, Consumer Investments

Consultant

• Project manage the enterprise military and veterans strategy by translating strategic priorities into integrated execution plans, project roadmaps, and milestones
• Serve as the day-to-day execution and project management lead, coordinating delivery across partner functions, Lines of Business, and external stakeholders
• Plan, manage, and track multiple concurrent initiatives, including scope, timelines, dependencies, risks, and outcomes
• Establish and maintain enterprise operating rhythms, governance forums, and progress reviews to drive accountability and momentum
• Be the Client Manager with the MSAG employee network, ensuring strong advisory and operational and strategic support for the employee network activities.
• Develop and maintain execution standards, playbooks, tools, and guidance to enable consistency and scalability across the enterprise
• Lead or support ad hoc analyses, special projects, and executive-requested work related to military and veterans initiatives
• Support leadership communications, materials, and internal and external engagement as directed
• Monitor, interpret, and stay current on relevant laws, regulations, policies, and compliance requirements impacting military service members, veterans, and military-affiliated employees; proactively assess implications for enterprise programs and initiatives
• Serve as a trusted advisor to leaders and partners by providing informed guidance on risk, compliance considerations, and best practices related to military and veterans strategy, ensuring recommendations are aligned with legal, policy, and enterprise standards

Military and Veterans Consultant II

• Conducting quantitative analytics and modeling projects for specific business units or risk types
• Developing new models, analytic processes, or systems approaches
• Creating technical documentation for related activities
• Working with Technology staff in the design of systems to run models developed
• Performing end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting
• Supporting the planning related to setting quantitative work priorities in line with the bank’s overall strategy and prioritization
• Identifying continuous improvements through reviews of approval decisions on relevant model development or model validation tasks
• Supporting model development and model risk management in respective focus areas
• Supporting methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects
• Performing statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches

Financial Solutions Advisor

Commercial Support Specialist – Sales

Commercial Credit Analyst

Channel Integration Manager – FC Inbound Consumer Sales

Financial Solutions Advisor

Protective Services Manager

Commercial Business Development Officer – Business Banking

Financial Solutions Advisor

Senior Credit Underwriter – Global Leasing, Equipment Finance

Global Financial Crimes Senior Investigator

Senior Business Banking Relationship Manager

Market Supervision Manager

Quality Control Analyst, Consumer Investments

Military and Veterans Consultant II

Quantitative Finance Analyst