Bank of America

Financial Planning and Analysis

• Responsible for identifying and evaluating prospective clients for the Client Employee Banking and Investing Program.
• Partner with internal stakeholders and leverage data-driven insights.
• Engage with corporate clients and senior executives to present program benefits.
• Manage contracts and coordinate approvals across legal, compliance, and risk teams.
• Build and maintain strong relationships with internal partners.

Client Development Specialist

Account Manager

• Serves as an Sr. Engagement Consultant for the retirement group’s mid to large sized Institutional clients.
• Defines and delivers effective communication strategies for a book of assigned clients based on business goals, corporate culture, financial wellness challenges, and identified employee behaviors.
• Supports sponsor and participant adoption of WB’s products and broader education and downstream programs.
• Understands how to engage various audience demographics to meet plan sponsor goals and address their communication challenges.
• Additionally, supports new business activity by representing the business’s engagement program capabilities and value.
• Provides forward-thinking leadership on how to engage various audience demographics to meet plan sponsor goals and address their communication challenges.
• Works to synthesize data to expose key insights, analytics and recommendations for campaign optimization.
• This is a client-facing role where the candidate will prepare and present client strategies and briefings for the plan sponsor and their senior management team.
• Role is also expected to participate in sales and rebid situations to represent the organization when needed.

Senior Account Manager

Sales

• Identifying and supporting client needs and capabilities
• Supporting client management teams with sales, referrals, Know Your Customer (KYC) onboarding, and client retention
• Supporting the operational and risk components of the client relationship, which includes managing due diligence processes, account opening, and ensuring accurate and timely customer compliance with policies and regulations

Sales Support Associate

• managing a financial center and its employees on a day-to-day basis
• operating as a business owner and fostering a team environment
• instilling an effective client-centric and risk culture in the center
• helping clients achieve their financial goals
• ensuring operational excellence and cohesive effectiveness

Financial Center Manager

General

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include 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

Financial Crime

• Completes investigations while overseeing cases meet or exceed closure and quality metrics
• Completes Suspicious Activity Reports (SAR) in a timely and accurate manner
• Reports facts of the investigation to senior stakeholders

GFC Investigator – Brokerage, AML

• Engages 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 processes cash transactions for clients as needed.
• Has 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.

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Accurately processing cash transactions for clients as needed
• Having deep conversations to gain knowledge of financial and life priorities
• Connecting clients to solutions that meet their financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines to do what is right for clients and the bank
• Growing business knowledge and networks by partnering with experts in relevant fields
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience
• Managing cash responsibilities

• Manages a portfolio of clients supporting underwriting and/or monitoring requirements with limited to moderate complexity
• Independently works with Relationship Management, and Risk teammates to understand structuring needs and requirements
• Delivers financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process
• Reviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedure
• Has credit approval for certain credit actions
• Leads loan structure conversations and completion of loan documentation with internal/external legal partners

Credit Underwriter I-II, Senior

• 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 them to solutions that meet their financial goals.

Program Manager

• Acts as a trusted advisor for clients and prospects with annual revenues of $5 million to $2 billion
• Identifying opportunities and recommending integrated solutions that encompass multiple products and services as needed
• Develops an in-depth understanding of clients'/prospects corporation, organization, and the related industry
• Leverages ideas, insights, and relationships to generate new and incremental business for Bank of America
• Collaborates with domestic and international teammates throughout Bank of America
• Designs and implements a business plan that will maximize the profitability of each client and prospect
• Builds relationships with internal and external sales referral partners
• Motivates and influences client team members appropriately

Relationship Manager – Aerospace and Defense

• 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

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to connect them to solutions that meet their financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients and managing financial center traffic

• Supports the analysis of market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
• Collaborates with Market Executives, Relationship Managers, and team members across the bank to help prepare client presentations and support client deals
• Observes and supports the credit approval and treasury solutions processes to build knowledge of products, services, and related approval and packaging requirements
• Supports the coordination of clients/prospects and partners from product and deal teams throughout the course of a transaction
• Supports the delivery of new business analytics, monitors client activities, and performs portfolio optimization to identify and expand client relationships while maintaining and enhancing business opportunities
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Observes with domestic and international teammates including Investment Banking, Foreign Exchange, and Wealth Management, and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions

Commercial Associate – Global Commercial Banking, Transformative Healthcare

• Acts as a trusted advisor for clients and prospects with annual revenues of $50 million to $2 billion, identifying opportunities and recommending integrated solutions that encompass multiple products and services as needed
• Develops an in-depth understanding of clients'/prospects corporation, organization, and the related industry in addition to their strategy and needs, while responding to changes in the business environment or client/prospect needs
• Leverages ideas, insights, and relationships to generate new and incremental business for Bank of America
• Collaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange, and Wealth Management
• Facilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services in to ensure the integrated delivery of valuable financial solutions with the Risk & Compliance framework
• Designs and implements a business plan that will maximize the profitability of each client and prospect
• Builds relationships with internal and external sales referral partners
• Motivates and influences client team members appropriately and collaborates in their onboarding, coaching, and development

Client Development Specialist

Senior Account Manager

Sales Support Associate

Financial Center Manager

Relationship Banker

GFC Investigator – Brokerage, AML

Relationship Banker

Relationship Banker

Credit Underwriter I-II, Senior

Relationship Banker

Relationship Manager – Aerospace and Defense

Relationship Banker

Relationship Banker

Commercial Associate – Global Commercial Banking, Transformative Healthcare

Relationship Manager Development Program – Global Commercial Banking – Transformative Healthcare