Bank of America

Financial Planning and Analysis

• Developing a book of business in order to meet and exceed established performance hurdles.
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences.
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning.
• Organizing and managing resources (time, people, budget) to run a productive practice.
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.
• Completing mandated training, assessments, performance goals and continuing education requirements.

Financial Advisor – Merrill Advisor Development Program

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – East Bay Market

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
• Develop a book of business in order to meet and exceed established performance hurdles.
• Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences.
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning.
• Organizing and managing resources (time, people, budget) to run a productive practice.
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.
• Completing mandated training, assessments, performance goals and continuing education requirements.

• Handle inbound inquiries from leads regarding Merrill offerings
• Recommend investment products based on client objectives, resources, and preferences
• Document all client interactions in Salesforce accurately
• Collaborate with financial advisors for comprehensive client needs

Financial Advisor

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
• Developing a book of business in order to meet and exceed established performance hurdles.
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences.
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning.
• Organizing and managing resources (time, people, budget) to run a productive practice.
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.
• Completing mandated training, assessments, performance goals and continuing education requirements.

Financial Advisor – Tampa Market

Full-stack Engineer

• Deliver moderately complex tools and systems that mitigate the risk of malicious cyber-attacks
• Contribute to the protection of system boundaries
• Create and nurture partnerships with peer teams
• Operate within a structured environment with some oversight
• Tackle complex problems within one or more security engineering domains

Software Engineer II

• Manages client traffic, engaging and appropriately routing clients, and fosters client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Financial Center Assistant Manager

• As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
• Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives.
• Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Financial Solutions Advisor

Administration

• Preparing and reviewing documentation in accordance with the bank's policies and procedures
• Facilitating closings with the client and ensuring lien perfection
• Working on highly complex documentation and supporting Loan Administrators
• Assisting the Market Leader in directing workflow and performing quality assurance
• Collaborating with company vendors, legal counsel, line partners, and clients for documentation accuracy
• Leading the pre-closing and closing process for Corporate and Commercial lending units
• Reviewing the loan approval and loan documents prepared by counsel to ensure consistency
• Managing incoming and outgoing payments required from the Borrower and Lenders
• Booking new commitment, amendment, or restructure updates in the Loan IQ system of record

Document Administrator III – Syndicated & Corporate Lending

Sales

• Responsible for leading product experts supporting Global Transaction Services in client engagements
• Managing and actively pursuing treasury revenue streams and product penetration across assigned portfolios
• Working closely with partners to provide US and sometimes International treasury solutions
• Driving mobile, digital and real time payments adoption
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations
• Identifying and evaluating treasury solutions based on client focused cost/benefit analysis and bank focused profitability analysis
• Maintaining a strong client focus while understanding the operational aspects of the bank

Treasury Sales Officer II – Automotive Retail

• 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 their financial and life priorities and connecting clients to solutions that meet their 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 the client experience
• Manages cash responsibilities

Relationship Banker

Support Engineer

• 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

Marketing Services Analyst

• Begin obtaining Securities Industry licenses with dedicated classes for SIE, Series 7, and Series 66 Exams.
• Learn foundational skills to be an advisor, building and managing client relationships.
• Work in a financial center to deliver banking and investment solutions.
• Progress to Financial Solutions Advisor Stage II after demonstrating success in the initial role.

Financial Advisor – Merrill Advisor Development Program

Financial Advisor – East Bay Market

Financial Advisor – Merrill Advisor Development Program

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor – Tampa Market

Software Engineer II

Financial Center Assistant Manager

Financial Solutions Advisor

Document Administrator III – Syndicated & Corporate Lending

Treasury Sales Officer II – Automotive Retail

Relationship Banker

Marketing Services Analyst

Financial Solutions Advisor, Registration