Bank of America

Sales

• Lead a team of Treasury Sales Officers, Client Officers, Associates, and Analysts
• Coordinate and direct treasury management sales activities
• Engage with complex Not-For-Profit Healthcare, Private Higher Education, and Not-For-Profit companies
• Proactively create impactful client/prospect events centered on industry trends
• Maintain client relationships and identify business opportunities

Treasury Sales Manager III – Healthcare, Not for Profit, Higher Education

Financial Planning and Analysis

• 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

Chief Marketing Officer

• This job is responsible for significant contributions to the development and delivery of the overall marketing strategy
• Key responsibilities include using data to inform marketing program deliverables
• Interacting actively with multiple business partners to support priorities and project direction
• Using advanced logic to make complex decisions and judgements with a noticeable impact felt on functional results
• Identifying risks and opportunities and defining and delivering strategic solutions

Marketing Director – Marketing Strategy, Integration

Full-stack Engineer

• Designs, develops and is accountable for feature delivery
• Applies enterprise standards for solution design, coding and quality
• Ensures solution meets product acceptance criteria with minimal technical debt
• Guides the team on work breakdown and execution
• Works with the Product Owner to ensure that product backlog/requirements are healthy, with clear acceptance criteria
• Plays a team lead role (as an individual contributor) and mentors the team
• Guides team members with skills and practices (planning and estimation, peer reviews, and other engineering practices)

Senior Workflow Orchestration Engineering Lead – Airflow, Scheduling Platforms

Platform Engineer

• Provides leadership, technical direction and oversight to a team delivering technology solutions
• Provides oversight of the design, implementation, and maintenance of complex computer programs
• Aligns technical solutions to business objectives
• Ensures that coding practices/quality comply with software development standards
• Conducts multiple software implementations and applies both depth and breadth in knowledge of several technical competencies
• Responsible for leading the design, delivery, and evolution of cloud‑based, AI‑enabled data integration and analytics platforms
• Drives architectural decisions across Informatica (on‑prem and cloud), public cloud services, and AI‑driven data capabilities
• Ensures scalable, secure, and high‑performance data solutions
• Partners with Product, Application, Software Engineering, Cloud Infrastructure, and Data Science teams

Senior ETL Platform Engineer

Product Manager

• maximize the value for our enterprise identity management infrastructure product capabilities
• secure the bank application environment both on prem and in the cloud (Azure/AWS/GCP)
• defining the vision and roadmap for their products
• defining and prioritizing the features/epics in the program backlog
• articulating this to both stakeholders and development teams
• work closely with stakeholders to understand their needs
• ensure alignment on priorities
• support and collaborate on financials throughout delivery
• experts of the products, business or technology domain, and the industry in which the product competes

Identity Management Product Manager

• Obtain Securities Industry licenses
• Provide end-to-end comprehensive advice
• Collaborate with core banking and investment partners
• Assist clients in achieving their financial goals

Financial Solutions Advisor – Registration Candidate

Consultant

• Accountable for design, analysis, execution and ongoing sustainment support for a program initiative
• Provides support to senior team leader and partners with product and channel teams to drive execution
• Responsible for design and implementation of Specialized Consumer Client Solutions reporting tools
• Leads the design, analysis, and implementation of strategic initiatives that align with enterprise goals
• Analyzes existing processes to identify opportunities for efficiency and effectiveness
• Coordinates project tasks across teams and manages risks for timely delivery

Customer Segment Consultant I

Strategy

• Supporting the development and execution of strategic initiatives and/or processes aligned to priorities within a functional area and/or business
• Defining, developing, executing, monitoring, and/or refining strategic initiatives and processes in collaboration with key stakeholders and internal partners
• Driving design and management for strategic initiatives that impact the Financial Center and ATM network
• Managing the relationship for initiatives, many of which are owned or managed outside of FCAMS
• Demonstrating strong process analysis skills, resourcefulness, and the ability to manage multiple workstreams simultaneously
• Prioritizing multiple projects without direct management

Business Strategy Manager – ATM Channel Management

• Managing the end-to-end product life cycle
• Conducting market research and competitor analyses
• Determining product pricing
• Developing short and long-term strategies
• Identifying innovative opportunities to modernize product offerings
• Delivering a more unified customer experience
• Adhering to the Product Risk Management policy
• Ensuring that product management efforts are integrated with sales, marketing, operations, implementation, and customer service strategies

Consumer Deposits Acquisition Product Manager

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 the client experience
• Manages cash responsibilities

Relationship Banker – Bilingual, English, Spanish

• Champions organizational vision and values executing consistently to drive business results
• Manages the financial planning and asset-based relationship sales process
• Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development
• Manages sales using growth plans in Sales Force
• Manages effective Financial Center Advisor recruiting strategies
• Administers superior sales supervision and practices in the market
• Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
• Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
• Assesses talent and builds bench strength for roles across the organization.
• Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Consumer Investments Market Leader – Wealth Management

• provide clients with holistic financial advice and guidance
• identify broader product and service solutions that meet their investment, savings and liability management solutions
• maintain existing U.S. client relationships by providing day to day service and advice via a phone-based platform
• set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship
• deepen relationships with existing client base and partner closely with internal team members

Financial Solutions Advisor, Bilingual Spanish – Series 7, 66 Required

Operations

• Resolving day-to-day complex problems
• Researching and executing on complex transactions for multiple sites or larger business unit(s)
• Leading the design, development, and implementation of products, systems, processes, and services using discretion within project management methodologies
• Managing projects and directing activities of a team related to special initiatives
• Advising as a technical expert in assigned area by providing work direction, guidance, and training to employees and business partners on new complex initiatives
• Building relationships with business partners across various Lines of Business
• Managing and defining responsibilities and accountabilities for key program and projects

Senior Operations Consultant

• Product ownership of the Global Payment Solutions pricing applications, including the identification and delivery of enhancements
• Collaborate closely with business partners such as Sales, Product Management, Technology, and Operations to improve processes
• Prioritize and execute activities to successfully deliver Revenue Management objectives, including the support of revenue growth and product improvement initiatives
• Leverage competitive intelligence to optimize pricing strategies, simplify product price structures, and grow market share
• Improve portfolio transparency through advanced portfolio analyses, including industry research, trend identification, and benchmarking
• Automation of critical tasks, strengthening of business controls, and identification of risks