Bank of America

Operations

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Transaction Management Ops Analyst

Account Manager

• Provide advice and solutions to complex Global Commercial Banking clients
• Serve as the primary point of contact for clients and maintain profitable relationships
• Assess financial conditions of companies and analyze industry trends
• Collaborate with teammates and facilitate client relationships with Product Specialists

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

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 Southwest 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 Southwest US including states of AR, OK, LA, MS, TX.
• 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 – SW Equipment Finance

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and 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

• This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts.
• Key responsibilities include reconciliation, settlement, and trade and transfer support, providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures.
• Job expectations include handling operational processes that may carry medium to high levels of monetary risk and assisting in training less experienced team members.

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service.
• Reviews and approves required account documentation.
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units.
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests.

Account Management Ops Analyst

Sales

• Manage day to day relationships with clients
• Retain and grow existing revenue
• Seek opportunities to deepen solutions per relationship
• Manage pricing & profitability
• Coordinate relationship review meetings with client team
• Identify cross-sell opportunities through account analysis and client interaction
• Manage client escalations and keep internal team informed

Treasury Sales Client Officer

Bilingual

• 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 their financial and life priorities
• Connecting clients to solutions that meet their financial goals

Relationship Banker, Bilingual – English/Spanish

• The associate at this level will be primarily responsible for developing new clients and bringing incremental leverage and lease/loan growth to assigned Originators within their respective market.
• The position is 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 HENFP 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.
• The incumbent will possess the skills necessary to review and comprehend company financial statements for potential lease and loan products, price, structure, discuss and win potential financial solutions with clients/prospects by effectively partnering with internal stakeholders to lead a transaction through the mandate, approval, documentation and closing processes.
• Position will be responsible for identifying new business, winning/closing it in a very effective and efficient manner.
• Routine travel to meet with bank partners, clients and prospects is required.
• Other responsibilities include prospecting and business development projects throughout the broader region under the guidance of the HENFP Manager. These activities will be project driven and revolve around prospecting a specific market or industry for an assigned Originator.

Leasing Officer, Equipment Finance

• The associate at this level will be primarily responsible for developing new clients and bringing incremental leverage and lease/loan growth to assigned Originators within their respective market.
• The position is 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 GCAF 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.
• The incumbent will possess the skills necessary to review and comprehend company financial statements for potential lease and loan products, price, structure, discuss and win potential financial solutions with clients/prospects by effectively partnering with internal stakeholders to lead a transaction through the mandate, approval, documentation and closing processes.
• Position will be responsible for identifying new business, winning/closing it in a very effective and efficient manner. Routine travel to meet with bank partners, clients and prospects is required.
• Other responsibilities include prospecting and business development projects throughout the broader region under the guidance of the GCAF Sales Manager. These activities will be project driven and revolve around prospecting a specific market or industry for an assigned Originator.

Leasing Officer – Global Commercial Aircraft Finance

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
• 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
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Business Analyst

• Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units
• Maintains knowledge of operational processes and assists in training less experienced team members
• Performs quality assurance reviews, testing and training to ensure high performance accuracy of performance metrics and quality standards
• Supports inquiries and requests received from the line of business in a timely manner
• Evaluates efficiencies and identifies areas of improvement and growth to the overall process
• Ensures all assigned daily initiatives, deliverables, and events are completed timely and accurately
• 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
• Adhering to record retention guidelines and standards

Information Management Analyst

• Responsible for handling all aspects of territory development and client management within Southeast US focusing on Healthcare, Private Education and Not for Profits (HENFP)
• Create and execute a complex territory management plan to market "Medium Term Capital" alternatives
• 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

Senior Leasing Sales Specialist – SE Equipment Finance

• 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.

Threat Intelligence Specialist

• The position of Senior Threat Hunter is responsible for analyzing and correlating large data sets to uncover novel threats and attack techniques that may be present within the bank’s environments.
• Collaborating with data science, threat research, and cyber defense control teams to identify opportunities to develop analytical methods to detect advanced threat actors who utilize emerging tactics and techniques.
• Developing and documenting new and innovative threat hunt hypotheses to increase the team’s ability to find existing threats that are otherwise going unidentified or unnoticed.
• Actively sharing knowledge and mentoring more junior members of the threat hunt team.
• Working with all Cyber Defense operational and technical teams within Global Information Security (GIS) to gain insight into critical security controls and architectural specifics to develop valuable hunt strategies and analytics that identify malicious behavior accurately while maintaining a low false positive rate.
• Advising on and reviewing product assessments, policy adjustments, and architectural transformations that impact the global Corporation, and being a thought leader in the design of cutting-edge detective, preventative, and proactive controls.