Bank of America

Sales

• Managing day to day relationships with clients
• Retaining and growing existing revenue
• Seeking opportunities to deepen solutions per relationship
• Manage pricing & profitability
• Direct phone/web-based client calling
• Coordinating regular relationship review meetings with the client team
• Looking at process inefficiencies, improvements and industry initiatives that would benefit the client
• Manage the day to day treasury sales effort for the client relationship
• Build trust with the client
• Expand existing relationship through at least semi-annual calling
• Maintain a strong working relationship with the client team
• Identify cross-sell opportunities through account analysis & regular client interaction
• Manage client escalations and keep internal team informed
• Protect and grow revenue

Treasury Sales Client Officer

Full-stack Engineer

• Defines and leads the engineering approach for solutions at the program or portfolio level
• Develops the engineering approach for the entire program/portfolio solution and works with Architecture
• Leads the planning, definition, and design of the complex features which span multiple teams
• Creates ideas on designing complex technology and solution development approaches
• Leads the technical oversight for teams in solution development including design reviews and code within own domain
• Defines the technology tool stack for the solution within ranged of internally approved and supported technologies
• Explores state-of-the-art technologies to improve development efficiencies
• Leads and is responsible for the end-to-end test strategy/creation/adherence

Principal Engineer – Merchant Core

Financial Planning and Analysis

• The associate at this level will be a Senior Financial Sales Specialist responsible for handling all aspects of territory development and client management within the Southeast region of the US focusing on Healthcare, Private Education and Not for Profits (HENFP).
• Associate will possess prospecting, client acquisition, client development, relationship management, execution skills and tax exempt capital knowledge.
• Individual must demonstrate ability to create and execute a complex territory management plan to bring a unique 'Medium Term Capital' alternative to market while complying with all Bank, Municipal Advisory and Lobbying regulations.
• Direct sales role located in Southeast US including states of GA, NC, TN, FL.
• Serve goals of HENFP Bank teams (client acquisition, solutions per relationship, calling)
• Territory development, deal creation, solutions selling, negotiation and closing skills
• Develop and foster relationships with internal teams: Credit, Risk, Documentation, Legal, Pricing, Syndication and Marketing.
• Compliant focus on external NFP/501c3 centers of influence (COI’s): Financial Advisors, legal counsel, accounting firms, equipment vendors, IT Lessors which are required to identify, create, develop and close qualified opportunities

Senior Leasing Sales Specialist – SE Equipment Finance

Operations

• Analyzes current state processes, existing operations, procedures, and workflows and discovers pain points to develop approaches for potential solutions, including building a business case for improvement recommendations and driving the execution of implementation
• Coordinates with the business to support defined project tasks, tracking deliverables and their statuses, and measuring progress against ongoing success measures
• Supports partnerships with operations management to create project impact and provide direction and guidance to internal teams
• Establishes and maintains relationships with relevant client stakeholders to communicate updates and escalate issues
• Performs risk management activities to minimize project risks
• Assists with creating and maintaining comprehensive project documentation
• Leverages business knowledge to identify opportunities for improvement and supports change execution

Operations Project Consultant – Home Loans

Manager

• Leads the assessment of the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards
• Performs monitoring and testing of controls, identifying issues and control improvements for remediation
• Leads the implementation of optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts
• Manages the performance and productivity of team members that conduct quality inspection reviews
• Ensures timely execution of QA activities including control execution, case management, and results reporting
• Manages and reviews all operations front line unit responses for regulatory exams, internal audits, and other monitoring and inspection reviews
• Ensures accuracy of data and that relevant information is captured for inspection metrics to support governance for dashboard reporting.

Business Control Manager

• 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
• Utilizing multiple architectural components in design and development of client requirements
• Performing Continuous Integration and Continuous Development (CI-CD) activities
• Collaborating closely with Project Managers, Architects, QA teams, and cross-functional technology partners to deliver high-quality technical solutions

Software Engineer II – Payments Tech

• 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

• High caliber professional providing the Global Leasing line of business with meaningful reporting & analytics for Senior Leadership, Sales Partners and support functions across the organization and firm.
• This role will support report development, reporting tool administration and production of recurring/ad-hoc needs to support the business.
• Gather and interpret data and sources to assist with report development and presentations based on analytical findings.
• Collaborate with subject matter experts to develop and publish intellectual capital effectively and efficiently.
• Support firm quality standards through detailed fact-checking, quality control, and adherence of team standards.
• Gain knowledge of data attributes and source systems to understand, communicate and articulate approach and limitations.
• Support reporting tool platform with administrative functions including user access/metrics, project maintenance, size/scale review in addition to periodic upgrades and testing.

Leasing Sales Support Manager

Program Manager

• managing a portfolio of projects which enhance finance systems and solutions across the business
• executing on project work that may include Technology and People-Process change and/or Automation leveraging emerging technology
• overseeing the day-to-day project activities and having active involvement in the review and delivery execution of project deliverables

Program Manager – Finance Solutions

Project Manager

• Manage a portfolio of medium/large projects enhancing Finance systems, processes, and solutions
• Execute project deliverables and document requirements
• Lead meetings and drive Design, Build processes and documentation
• Support Organizational Readiness team with readiness activities

Project Manager – Finance Solutions

Analyst

• Perform complex analysis and modeling to minimize loss exposure and negative impacts to the customer experience
• Utilize a variety of systems such as Excel, SAS, SQL, Tableau, and other relational databases to provide analytical support on strategies
• Evaluate data to assess potential fraud risk and create mitigation strategies
• Work with various partners like project team, technology, strategies, and execution from the inception of a project to deployment
• Deploy fraud strategies, platform initiatives and user acceptance testing
• Lead efforts around UAT planning and author test plan
• Conduct test plan reviews involving key stakeholders to obtain sign off

Consumer Product Strategic Analyst II – Initiative, User Acceptance Testing

Account Manager

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs.
• 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 in order to design and deliver financial solutions to clients and prospects.
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues.
• Coaches and mentors peers, while utilizing leadership skills.
• Adapts to changes in sales practices and broader market and industry conditions as needed.

Senior Relationship Manager – Global Commercial Bank – Middle Market – Technology Group

Product Manager

• Lead technology delivery initiatives and ensure successful execution of strategic projects.
• Collaborate with stakeholders, development teams, and cross-functional partners to define requirements.
• Manage backlogs and deliver high-quality technology solutions that enhance customer experience and operational efficiency.
• Own the Product Backlog and prioritize the work for the team.
• Write functional stories in collaboration with team members and other tech/test leads.
• Determine when a story is Ready and accept it when it’s done.
• Run regular refinement sessions with the team to refine stories and plan the work for each Sprint.
• Prepare for PI Planning and UAT Testing and Production Validation.

Product Owner – Technical Delivery

• Develop new clients and bring incremental leverage and lease/loan growth to assigned Originators.
• Responsible for the end-to-end sales process on assigned transactions.
• Work with Management and Originations on other projects to improve performance.
• Review and comprehend company financial statements for potential lease and loan products.
• Price, structure, discuss and win potential financial solutions with clients/prospects.
• Identify new business and win/close it effectively.
• Routine travel to meet with bank partners, clients and prospects.
• Engage in prospecting and business development projects throughout the broader region.

Leasing Officer – Commercial Equipment Finance

Bilingual

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions
• Having in-depth conversations with clients to connect solutions that meet their financial goals
• Following established processes and guidelines in daily activities to do what is right for clients and the bank