Bank of America

Banker

• Serve as the first point of contact for financial center clients
• Uncover personal banking needs of individual and small business clients
• Offer appropriate banking solutions and connect clients to specialists
• Deepen client relationships through platform services
• Support clients with self-service and transactional activities
• Provide exceptional client care
• Conduct outbound calls and consistent follow-up routines
• Partner with teams to provide consumer and small business solutions, services, and strategies
• Assist, educate, and train clients on simple transactions through self-service technologies
• Leverage resources, technologies, and processes to optimize client experience and operational accuracy
• Open accounts, perform account maintenance, and support Digital Assisted Shopping while following established processes and regulations
• Manage client interactions in the best interest of the bank and clients while complying with regulatory requirements

Senior 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 in-depth 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 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

• Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, ATMs, and other self-service resources
• Accurately and efficiently process cash transactions
• Conduct in-depth 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 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

Operations

• Prepare and review documentation according to bank policies and procedures
• Facilitate closings with clients and ensure lien perfection
• Work on highly complex documentation
• Support Loan Administrators with primary responsibilities
• Assist the Market Leader in directing workflow and performing quality assurance
• Work with vendors, legal counsel, line partners, and clients to ensure documentation accuracy
• Manage day-to-day operations for Community Development Banking
• Fund and book new deals
• Process cash receipts and update financial models
• Prepare journal entries and monitor cash accounts
• Provide reconciliation support and lead/direct daily team responsibilities
• Participate in testing the CARMA accounting system
• Review documents for accuracy, timely delivery, and research requirements
• Review loan approvals and counsel-prepared loan documents
• Design filing and organizational processes for financial booking and initial loan funding
• Serve as point of contact for investment-related servicing matters on complex deals
• Complete daily fundings, cash receipts, and bookings
• Assist Equity Administrators and Asset Managers with recording activities in the system of record and general ledger
• Monitor, research, and instruct payment processing for return of capital payments, disbursements, and fees
• Prepare and post journal entries on E Ledger and Oracle
• Maintain reconciliation exceptions/aging within acceptable levels
• Respond to internal and external auditors on SOX key controls
• Update financial models using CARMA

Document and Accounting Administrator III – Global Operations

Full-stack Engineer

• Provide technical leadership and define engineering strategy for complex, business-critical initiatives
• Ensure design and engineering approaches align with the larger portfolio solution
• Define the technology tool stack and evaluate new testing tools, frameworks, and practices
• Enable teams and applications with CI/CD capabilities and coordinate with technical stakeholders on pipeline efficiency
• Guide teams on design and high-performance coding practices, including pairing and code reviews
• Deliver complex features end-to-end, including automation, across one or multiple teams at program level
• Conduct research, design prototyping, and exploration of tools and components for release management, CI/CD, and features
• Establish high-level solution needs with stakeholders and technical requirements with architects
• Drive architecture, design, and delivery of a next-generation wire payment processing platform
• Provide technical direction to multiple cross-functional teams and mentor engineers
• Establish engineering best practices and ensure delivery of strategic business initiatives
• Partner with business stakeholders, architects, product teams, and engineering leadership to define technology strategy, influence roadmaps, and deliver scalable, resilient, high-performing solutions

Lead Software Engineer, Payments Modernization

• Engage clients in the lobby and educate them about self-service banking resources
• Assist clients with mobile banking, online banking, and ATM transactions
• Process cash transactions accurately and efficiently
• Conduct in-depth 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, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker – Spanish Language Required

Risk

• Manage Data Use Governance requests through intake, review, approvals, agreement creation, publication, tracking, and maintenance
• Evaluate data use requests for compliance with data governance, security, privacy, regulatory, and risk requirements
• Partner with business, data, and technology teams to document business purpose, requirements, users, workflows, and expected outcomes
• Review data elements, sources, transformations, delivery methods, and data flows
• Coordinate reviews and approvals with Data Owners, Data Custodians, Risk, Security, Privacy, and other stakeholders
• Resolve incomplete, unsupported, or noncompliant requests and maintain governance records and supporting documentation
• Support metadata management, including data catalogs, lineage, dictionaries, glossaries, registry records, and agreement documentation
• Manage concurrent requests and prioritize work based on business impact, risk, regulatory requirements, audit relevance, and project dependencies
• Identify unauthorized or legacy data use, drive remediation, and support exception and corrective action processes
• Support audits, regulatory inquiries, governance reporting, and continuous improvement of governance processes, controls, templates, and stakeholder guidance

Data Governance Analyst

Project Manager

• Manage cross-functional and inter-departmental projects for Line of Business products, processes, functions, and employee readiness
• Partner with the business to develop plans to sustain change
• Evaluate current methods and develop strategies to implement changes and project improvements
• Oversee projects using appropriate tools to drive completion
• Serve as a secondary point of contact to department managers for critical change initiatives
• Track deliverables and statuses, develop project plans, and measure progress against key performance indicators
• Lead project and remediation requirement documentation based on identified gaps and controls
• Plan and organize projects using technology, change management, risk, and issue management tools
• Navigate across Lines of Business and partner organizations, including Technology and Risk, to resolve decisions efficiently
• Support adoption and sustainment of change initiatives and assess adoption risks
• Develop, maintain, and report on an integrated delivery plan
• Raise risks, develop mitigation plans, and escalate issues to stakeholders
• Capture current-state operational workflows for the Horizontal Strategy team within Retail Credit Operations
• Document data movement, provenance, decision points, and exception handling
• Engage operational subject matter experts and document workflows to common syntax and methodology standards

Account Manager

• Lead the overall service delivery model and wealth management banking strategy across the market
• Partner with market leadership, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs
• Drive responsible growth while minimizing regulatory, financial, operational, and reputational risks
• Hire, develop, and lead cross-functional professionals supporting Financial Advisor teams and client service delivery
• Supervise financial transactions and operations, promote risk management best practices, and ensure compliance with policies and procedures
• Prepare to effectively manage branch audits
• Oversee the client service experience and review approval of new client accounts
• Lead Wealth Management Client Associates and the branch Operations Department to achieve client service and operational excellence goals
• Model an inclusive environment for employees and clients
• Manage processes, data, expenses, budgets, talent, performance, and business outcomes

Market Client Relationship Manager

• Engage clients in the lobby and educate them on self-service banking resources
• Assist clients with conducting transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Have 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
• 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 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, 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

Financial Planning and Analysis

• Obtain securities industry licenses through dedicated classes and study time
• Develop foundational advisor skills, including acquiring, building, and managing client relationships
• Consider clients’ complex financial pictures and provide advice and solutions
• Work in a financial center delivering banking, investment solutions, and client care
• Build business knowledge using a consultative approach to identify client needs and appropriate solutions
• Build a network with banking customers, small business owners, and higher-net-worth clients
• Provide comprehensive advice and deliver client reviews and presentations
• Recommend strategies to help clients achieve financial goals and life priorities
• Collaborate with core banking and investment partners
• Connect clients with Bank of America and Merrill solutions
• Progress toward Financial Solutions Advisor Stage II and other advancement opportunities

Financial Solutions Advisor

Sales

• Drive new merchant business acquisition in partnership with Treasury Sales Officers and relationship managers
• Engage clients on complex merchant sales opportunities
• Consult on client commerce ecosystems, integrations, industry standards, trends, and broader bank product solutions
• Serve as the main point of contact for higher-valued and more complex new merchant business sales
• Develop tailored value propositions for different client types and industries
• Position merchant solutions including Tokenization, Equipment, and Transaction Routing
• Work across a matrixed coverage organization to uncover opportunities, target prospects, and close new business
• Provide strategic guidance and advisory content to encourage prospects and clients to move merchant services to Bank of America
• Support client selection, pricing, credit review, and post-sale implementation
• Develop new business, grow the pipeline, and improve conversion
• Manage client engagements, reviews, account management, complex deals, and emerging solution opportunities
• Represent the bank at industry events and lead consultative discussions
• Support banking line partners with treasury management, product risk, and policy application
• Execute segment initiatives across lines of business and drive collaboration between product, sales, and client relationship teams
• Identify responses to product trends, competitive strategies, and market gaps
• Develop programs and policies supporting Global Treasury solutions and local market strategies
• Participate as product or industry expert in client call planning and strategic client reviews

Merchant Specialized Product Sales

• Support creation, onboarding, and maintenance of accounts according to established guidelines and procedures
• Provide quality service and efficient operations support to internal business partners and external clients
• Review Merrill branch account requests and documentation for completeness
• Confirm requirements, obtain approvals or exceptions, and process account openings and maintenance updates
• Respond to client inquiries through multiple channels with status updates and request decisions or outstanding requirements
• Research processing errors, resolve routine exceptions, and complete corrective actions
• Identify operational issues and escalate risk concerns appropriately
• Handle inbound calls, sort and distribute mail, maintain records, and store required evidence
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
• Complete high-volume work within a 48-hour period

Account Management Operations Representative – Onboarding and Maintenance

• Design, implement, and operate secure, scalable CI/CD pipelines and platform automation
• Accelerate delivery while ensuring reliability, observability, and compliance
• Partner with engineering teams to standardize build and release processes
• Implement infrastructure as code and enforce controls required in a regulated environment
• Support secure, compliant, and scalable application delivery within the GOET organization
• Perform application onboarding and deployment support
• Align delivery with change management, vulnerability tracking, and Service Management Transformation governance processes
• Maintain a white-glove DevOps support model bridging application teams with enterprise DevOps and governance functions
• Develop and deliver complex requirements to accomplish business goals
• Code solutions, conduct unit testing, and ensure successful system integration with robust interfaces
• Support development and testing practices

Senior Banker

Relationship Banker

Relationship Banker

Document and Accounting Administrator III – Global Operations

Lead Software Engineer, Payments Modernization

Relationship Banker – Spanish Language Required

Data Governance Analyst

Project Manager

Market Client Relationship Manager

Relationship Banker

Relationship Banker

Financial Solutions Advisor

Merchant Specialized Product Sales

Account Management Operations Representative – Onboarding and Maintenance

Software Engineer II, GBS IND