Bank of America

Banker

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients' financial and life priorities
• Connect clients with solutions aligned to their financial goals
• Execute the bank's risk culture and pursue operational excellence
• Build client relationships to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker

Financial Planning and Analysis

• Build financial plans with brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money management solutions
• Recommend banking and investment strategies aligned with client financial goals and needs
• Triage client requests and refer them to appropriate internal service providers based on needs and asset thresholds
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Provide comprehensive advice and customized financial solutions
• Meet with clients to review financial and investment goals and recommend products
• Complete required licenses and trainings

Financial Solutions Advisor

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build client relationships to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct in-depth conversations with clients to understand their financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Handle moderately complex operations processes related to credit disputes, escalations, and tax reporting
• Analyze, research, reconcile, validate reporting data, and resolve issues and customer requests
• Process transactions, reconciliations, and research requests for clients, consumer reporting agencies, or taxing authorities
• Perform daily reconciliation and tax withholding payment remittances to the IRS and states
• Complete daily, weekly, and monthly quality assurance functions for tax payments, federal and state tax filings, withholding inquiries, reversals, and manual adjustments
• Review daily tax withholding payments before remittance to the IRS and states
• Review manual processing for accuracy, completeness, and timeliness using the Integrated Quality Systems workflow tool
• Escalate issues or concerns identified during quality assurance reviews to management
• Reconcile tax withholding ledgers daily and identify variances
• Complete monthly Frontier attestation for tax withholding ledgers
• Collaborate with Tax Operations teams and management on process enhancements
• Perform analytics, report creation, exception processing, and financial data research
• Identify risks and process improvement opportunities
• Provide quality service and support to internal business partners and external clients

Financial Data and Reporting Ops Analyst

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions for clients
• Hold deep conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Handle moderately complex operations processes related to credit disputes, escalations and tax reporting
• Analyze, research, reconcile, validate reporting data, and resolve issues and customer requests
• Process tax withholding payments and remittances to the IRS and states
• Address withholding inquiries, process tax withholding reversals and manual withholding adjustments
• Assist with tax remediations and other team initiatives
• Prepare and review payment packets and gather documentation
• Adhere to regulated payment schedules and federal/state deadlines
• Review, research, and respond to branch inquiries via email or Service Request Portal
• Review tax withholding reports and monthly reconciliations
• Reconcile withholding ledgers and establish liability positions
• Support year-end and tax withholding remediation initiatives
• Support legal entity summary filings, tax form solicitations, and IRS correspondence
• Produce metrics reports and perform Quality Assurance peer reviews
• Collaborate with management and internal and external Tax Operations teams on process enhancements
• Provide quality service and support for internal business partners and external clients
• Work overtime during tax season

Manager

• Support the development and execution of strategic initiatives and processes aligned to functional-area and business priorities
• Define, develop, execute, monitor, and refine strategic initiatives and processes with key stakeholders and internal partners
• Use data and analytics to identify opportunities across client segments and geographies
• Lead strategic planning and execution of segment growth initiatives
• Provide training, coaching, and field leadership enablement
• Manage and support community banking, student, and diverse segment events end-to-end
• Develop community partnerships and engage stakeholders
• Deliver executive communication, influence, and feedback
• Lead cross-functional initiatives, change management, program management, and operational execution
• Build and execute business initiatives and processes while partnering with stakeholders
• Work with the FCC Division leadership team
• Solve complex problems using subject matter expertise and technical knowledge
• Perform analytics and assessments to identify opportunities, derive insights, and measure outcomes
• Develop strategic and tactical plans to drive progress toward business goals
• Partner with and influence senior leaders on strategic priorities
• Champion organizational vision and values to drive business results
• Manage competing business and administrative priorities and influence key partners to achieve desired results

Client Segment Manager – FCC West/Central Divisions

Risk

• Act as Team Lead and Subject Matter Expert for Single Process Inventory across Workplace Benefits
• Lead Workplace Benefits Single Process Inventory and ensure adherence to Enterprise Standards
• Build partnerships and collaborate with Workplace Benefits, Risk and Audit partners
• Serve as Governance & Business Controls primary point of contact for the coverage area
• Promote risk culture through identification, evaluation and mitigation of risk and remediation of control gaps
• Coordinate audit issue remediation through action plans, controls and sustainability activities
• Monitor audit issue validation progress and ensure deadlines are met
• Create policies and procedures with business partners
• Drive adherence to Enterprise Process & Policy through monitoring and maintaining the Single Process Inventory, controls and metrics
• Prepare and deliver reporting on the process and control environment
• Provide Exam, Assessment and Compliance Testing support

SPI Governance Manager – Team Lead

Financial Crime

• Perform end-to-end investigations or investigation support functions involving external financial crimes across one or more lines of business
• Conduct routine to complex investigations involving external-party fraud, money laundering, or terrorist financing
• Act as liaison to law enforcement as required
• Coach investigators to improve case quality and ensure investigations are sufficiently documented
• Review, analyze, and make recommendations on investigations
• Identify enhancements to meet or exceed closure and quality metrics
• Review Suspicious Activity Reports (SARs) for timely and accurate submission to regulators and/or law enforcement
• Report investigation facts to senior stakeholders
• Assist in identifying operational or compliance risks
• Partner with Global Financial Crimes Management and/or Front Line Units to resolve investigations
• Perform quality control, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities
• Support improvements to investigation and case assignment processes
• Participate in case assignment to distribute work across the investigative team

GFC Investigator – Commercial Banking, AML

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
• Accurately and efficiently process cash transactions
• Hold in-depth conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions for clients
• Conduct deep conversations to understand clients' financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines and comply with applicable laws and regulations
• Grow business knowledge and networks by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Product Manager

• Maximize the value of one or more products
• Lead portfolio strategy, prioritization, design process, and execution for the AI/Software Delivery Lifecycle program
• Shape the product and delivery agenda for enterprise software delivery platforms and capabilities
• Balance internal technical-user needs with enterprise priorities, governance, operating model effectiveness, and measurable business value
• Lead user experience and design aspects for a program or portfolio
• Establish design goals and provide guidance and feedback
• Champion innovative solutions, design improvements, and process improvements
• Facilitate innovation, design thinking, and design studio workshops
• Align cross-functional stakeholders and drive portfolio decisions
• Lead product delivery strategy and execution for enterprise software delivery capabilities
• Generate product vision and roadmap
• Communicate product vision and roadmap and drive user adoption
• Collaborate with stakeholders to understand needs and align priorities
• Prioritize and create work for multiple teams
• Create, prioritize, and refine product backlog stories
• Review and accept stories and make scope and requirements decisions
• Partner with teams to maximize value from technology and subject-matter expertise
• Improve developer experience and delivery efficiency
• Advance technology platforms through innovation
• Reduce risk and improve quality through enterprise architecture, governance, consistency, integration, and automation

Senior Product Owner – Tech Delivery

General

• Analyze and manage remediation of Not Permitted Technology across software and hardware components
• Plan, coordinate, and deliver component upgrades or replacements involving multiple teams
• Facilitate communication and collaboration across organizations to complete deliverables on schedule
• Complete administrative and non-technical risk, security, and compliance deliverables, including access reviews, assessments, questionnaires, and procedural requirements
• Track technical security and risk activities performed by development teams
• Work with infrastructure teams on requirements such as additional storage
• Assist with application audits and risk assessments
• Collaborate with vendors to ensure vendor applications meet bank requirements
• Maintain application data in AppHQ and other systems of record
• Assist with ad hoc application inquiries
• Manage mainframe AITs within the US Wires space and support business continuity, RISE requirements, application management, patching, and AIT governance

Relationship Banker

Financial Solutions Advisor

Relationship Banker

Relationship Banker

Financial Data and Reporting Ops Analyst

Relationship Banker

Relationship Banker

Financial Data and Reporting Ops Analyst

Client Segment Manager – FCC West/Central Divisions

SPI Governance Manager – Team Lead

GFC Investigator – Commercial Banking, AML

Relationship Banker

Relationship Banker

Senior Product Owner – Tech Delivery

Application Control Specialist