Bank of America

Financial Planning and Analysis

• 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

Financial Solutions Advisor

Bilingual

• 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 client experience
• Manages cash responsibilities

Relationship Banker – Bilingual Spanish

Business Development Rep

• Cultivates new relationships with prospects across different markets
• Works with local teams during prospect identification, calling, due diligence, onboarding, and underwriting processes
• Assists local client teams that are extending credit for the first time to clients with due diligence, underwriting and interactions with Risk
• Builds and maintains a network of internal and external centers of influence that facilitate new Business Banking relationships
• Participates in external trade shows, conferences, and speaking engagements, that support our external brand and marketing strategy, and drive new business opportunities
• Serves with subject matter expertise to sales teams, provides education to market teams on capabilities, and assists with identification of opportunities in local markets
• Works with internal partners and stakeholders to further develop and refine market strategy

Senior Commercial Business Development Officer

• 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

Relationship Banker

Data Scientist

• Performs business analytics, which includes data analysis, trend identification, and pattern recognition, using advanced techniques (e.g., machine learning, text mining, statistical analysis, etc.) to support decision-making and drive data-driven insights.
• Applies agile practices for project management, solution development, deployment, and maintenance.
• Creates and maintains technical documentation, capturing the business requirements and specifications related to the developed analytical solution and its implementation in production.
• Manages multiple priorities and maintains quality and timeliness of work deliverables such as quantitative models, data science products, data analysis reports, or data visualizations, while exhibiting the ability to work independently and in a team environment.
• Delivers engaging presentations and engages in both in-person and virtual conversations that effectively communicate technical concepts and analysis results to a diverse set of internal stakeholders, and develops professional relationships to foster collaboration on work deliverables.
• Mitigates risk by identifying potential issues and developing controls.
• Researches the latest advances in the fields of data science and artificial intelligence to support business analytics.

Operations

• Supporting the business in meeting operational goals
• Performing a wide array of functions and assisting managers
• Creating, analyzing, and automating business reporting
• Administering bank or LOB programs/policies/procedures
• Remediating complex system issues
• Provisioning employees with the tools necessary to assist clients
• Assisting operations with performance analysis
• Partners with technology and platform engineering
• Managing associate scorecards and case workflow

Operations Support Lead III – Fraud Referral, Secured Products

Analyst

• Build and maintain schedules, staffing tables, and skilling structures in IEX and related systems
• Analyze call volume, trends, KPIs, and staffing needs to support forecasting and coverage planning
• Execute Schedule Selection Events, schedule bids, and new hire scheduling routines
• Support vendor alignment, skilling audits, schedule accuracy, and operational communication
• Enhance scheduling tools, tactical reporting, and templates; support automation initiatives
• Participate in cross-functional routines and communicate staffing risks and opportunities

Product Strategy Analyst III

Technical Project Manager

• Responsible for end-to-end management and go-live events of complex projects
• Manages, leads, and directs the work efforts of technical resources
• Acts as the project's primary point of contact
• Establish clearly defined responsibilities and accountabilities
• Lead project execution, integration and implementation
• Define project milestones and socialize to business partners
• Ensure milestone dates are met by driving execution of tasks
• Hold resources accountable to task completion dates
• Engage technical resources and define their scope of work
• Risk management and mitigation planning
• Ensure change management process adherence
• Quality assurance ensuring tasks are completed as specified
• Provide updates in Jira regarding project status and accomplishments
• Escalate project risks and issues to managers
• Establish and maintain relationships with technical partners
• Presentations to senior management

Technical Project Manager – Delivery Lead

Sales Operations Manager

• Analyzes data and share trends
• Identifies opportunities proactively to deepen client relationships
• Provides coaching and support to Market leaders and producers
• Improves workforce effectiveness and productivity
• Supports focused client relationship care training

Business Banking Sales Performance Manager – So. California

Events

• 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.

Intelligence Specialist – Research and Event Monitoring

Manager

• Overseeing innovation and transformation of the complaints processes
• Championing strategies to drive reductions in complaint volume
• Streamlining manual processes and centralizing complaint processes
• Reporting to the Governance, Engagement and Reporting Executive
• Serving as the primary interface with key leaders in Consumer Front Line Units, Technology, Risk Management and Enterprise Complaints

Consumer Complaints Strategy – Innovation Business Control Manager

• 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.

Financial Solutions Advisor II

• Providing comprehensive advice and customized solutions to clients
• Triage client leads and make referrals to business partners
• Meeting with clients to review financial and investment goals

Account Manager

• Leads end-to-end resolution of complex client issues and inquiries, including research, escalation, and approvals for items with high levels of monetary risk
• Drives execution of complex financial and non-financial client transactions
• Supports process improvements, requirements, and initiatives across multiple stakeholders
• Performs quality assurance reviews, testing, and training to ensures high performance accuracy of performance metrics and quality standards
• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation
• Reviews and updates procedures as needed to ensure they are accurate and up-to-date
• Supports operational team projects and production of executive-level reports and presentations for senior management as needed.

Account Management Ops Consultant

Project Manager

• Managing cross-functional and/or inter-departmental projects for Line of Business Engagement and Communications.
• Partnering with the business to develop a plan to drive employee engagement and support all communications and executive presentations within the bank guidelines.
• Overseeing engagement and communications projects, using appropriate tools to drive project completion.
• Serving as the Line of Business representative within the Client Services Benefits & Well‑Being and Site Events & Recognition pillars, ensuring active participation, strategic alignment, and consistent communication.
• Leading and supporting site engagement champions to drive engagement initiatives across both frontline and horizontal teams.
• Managing the Client Services Recognition Program, including award submission coordination and program oversight.
• Monitoring recognition program participation and Global Recognition Program (GRP) utilization across Line of Business, ensuring effective and compliant resource use.
• Promoting and driving eCard participation to achieve the organizational goal of 90%+ engagement.
• Tracking and reporting GRP participation metrics, including eCard usage and other recognition activities.
• Planning and facilitating key engagement events such as Fireside Chats and Lunch & Learns.
• Increasing visibility and participation in enterprise initiatives, including the Get Active Challenge.
• Promoting the use of digital boards and Line of Business newsletters to enhance communication and engagement.
• Leading the development and execution of the 2025 Engagement Survey strategy, including goal setting, action planning, and monthly leadership updates.
• Owning the review and remediation process for 2025 Engagement Survey comments, ensuring meaningful follow‑through.
• Developing and managing the 2026 Engagement Survey participation strategy.
• Contributing content to joint peer Line of Businesses communications, including newsletters and updates.
• Recommending and encouraging Best Demonstrated Practices (BDPs) for Resets 2.0 and SIT Time for our agents.
• Maintaining strong working knowledge of BAC communication standards, templates, and governance, and encouraging consistent adoption across the organization.
• Owning the end‑to‑end process for Line of Business communication, including content development, distribution, and continuous improvement.
• Creating, updating, and maintaining presentation materials and decks supporting leadership communication needs.
• Developing and managing the Unplanned Communication Strategy for Line of Business to ensure timely, accurate, and coordinated messaging.
• Overseeing strategy, content creation, and maintenance for the Line of Business digital board communication platform.
• Managing content and updates for Manager Central, Associate Central, and the TM Portal, ensuring information remains current, clear, and aligned with business priorities.

Financial Solutions Advisor

Relationship Banker – Bilingual Spanish

Senior Commercial Business Development Officer

Relationship Banker

Data Scientist

Operations Support Lead III – Fraud Referral, Secured Products

Product Strategy Analyst III

Technical Project Manager – Delivery Lead

Business Banking Sales Performance Manager – So. California

Intelligence Specialist – Research and Event Monitoring

Consumer Complaints Strategy – Innovation Business Control Manager

Financial Solutions Advisor II

Financial Solutions Advisor

Account Management Ops Consultant

Project Manager – Employee Engagement, Communications