Bank of America

Consultant

• Analyze, design, and optimize business processes supporting Transformation objectives
• Analyze processes and document business case opportunities
• Implement process improvement and transformation initiatives supporting Operational Excellence objectives
• Support change initiatives that drive cost efficiencies, quality, productivity, and risk mitigation
• Work with business leaders and subject matter experts
• Ensure collaboration and transparency across integrated business and technology teams
• Drive execution of solutions within budget and timeline
• Implement low to moderately complex solutions to optimize efficiency, reduce variability, and improve controls, quality, and sustainability
• Gather information from Line of Business partners to resolve critical business challenges and opportunities
• Establish continuous process improvement using process engineering best practices and reusable technology solutions
• Apply analytics and critical thinking to translate issues into structured, design-oriented solutions with defined business-case benefits
• Support enterprise change-management deliverables, including project charters, SIPOC, RACI process maps, risk assessments, control plans, and related artifacts

Horizontal Process Design Consultant – Enterprise Transaction Services

Strategy

• Perform complex analysis and modeling to minimize loss exposure and negative impacts to customer experience
• Use Excel, SAS, SQL, Tableau, PowerShell, JavaScript, Alteryx, Python, and relational databases to provide analytical support on strategies
• Evaluate data to assess potential fraud risk and create mitigation strategies
• Recommend ways to help the business achieve desired outcomes and make informed decisions using data analysis outputs
• Analyze financial models, market data, financial data, and portfolio trends
• Improve portfolio risk, profitability, performance forecasting, and operational performance
• Coordinate production of product performance reports and updates for senior management
• Develop and maintain reports and dashboards
• Work with Product Management to exceed business, team, and enterprise reporting and governance standards
• Implement scalable automated solutions and solve short-term business needs while supporting long-term vision
• Collaborate with team members, customers, and subject matter experts
• Conduct user acceptance testing
• Create, review, and monitor requirements documentation

Consumer Product Strategy Analyst III

Operations

• Resolve complex problems and research and execute complex transactions for multiple sites or larger business units
• Advise on the design, development, and implementation of complex products, systems, and services
• Advise on projects and direct activities of teams related to special initiatives
• Serve as a technical expert in the assigned area
• Provide work direction, guidance, expertise, and training to less experienced associates and Business Partners
• Build strong relationships with Business Partners across lines of business
• Consult on present-state and develop alternative future-state approaches
• Facilitate implementations by creating clear approaches for program and initiative setup, execution, and control
• Identify and recommend responsibilities and accountabilities for key programs and projects
• Review lease/loan documentation and pricing files for system-of-record setup
• Process outgoing wires to third-party investors
• Perform GL reconciliations
• Calculate book balances and provide them to the line of business
• Provide timely, professional, and courteous customer service
• Respond to information requests and communicate issues to appropriate parties

Operations Consultant – Global Ops

Business Operations

• Manage multiple operations segments or divisions for a site, region, product line, or business group within the bank’s internal operations
• Resolve broad operational issues and ensure compliance with policies
• Lead implementation of opportunities to improve process performance and operating efficiency
• Coordinate activities and processes with Lines of Business and other operations segments
• Manage two or more levels of managers
• Serve as primary liaison for designated business partners
• Manage ongoing engagement, communications, meetings, and follow-up activities
• Advise senior leaders and provide timely updates on priorities, risks, and issues
• Translate business priorities into coordinated cross-functional actions, deliverables, and issue resolution
• Own intake and coordination for client escalations and drive issues toward resolution
• Monitor commitments and ensure functional owners remain accountable for execution
• Recommend process, control, and collaboration improvements based on recurring themes and stakeholder feedback
• Align Business Partner strategies with Operations priorities, plans, investments, and roadmaps
• Maintain visibility into strategic initiatives, transformation programs, AI adoption, platform modernization, and organizational changes
• Address misalignment, overlapping initiatives, conflicting priorities, and competing investment decisions
• Promote common solutions, shared capabilities, AI initiatives, and best practices across business lines and operations teams

Global Credit Operations – Business Partner, Operations Relationship Manager

Business Intelligence Analyst

• Provide reporting support and lead development work for automated reporting solutions
• Develop and maintain systems of knowledge through automated self-service business intelligence solutions
• Work with business partners to understand client needs and create appropriate solutions
• Lead end-to-end development and deployment of reporting and analytical solutions
• Develop and maintain automated ETL processes from various database platforms
• Store data in fit-for-use relational tables
• Analyze relational structures, dimensional data models, cubes, and disparate database sources
• Ensure on-time delivery while following procedures and quality guidelines
• Translate business requirements into technical specifications
• Create and maintain metadata, detailed workflows, program documentation, and desktop procedures
• Collaborate cross-functionally and provide routine project updates
• May manage associates and perform managerial responsibilities including coaching, risk management, talent development, budgeting, and business outcome delivery

Senior Client Reporting Analyst

Analyst

• Perform advanced analytics on financial, market, and portfolio data to identify opportunities to improve risk, profitability, and operational performance
• Own end-to-end analytical workstreams and translate complex data into actionable insights and strategic recommendations
• Identify and communicate key trends based on economic conditions and portfolio performance
• Partner with Risk, Product, Operations, and other cross-functional teams on strategic initiatives and large-scale programs
• Develop scalable reporting and analytics solutions for performance monitoring, forecasting, and operational execution
• Mentor peers and provide technical guidance as a subject matter expert
• Communicate solutions, influence stakeholders, and drive continuous improvement across the SSFO organization

Strategic Analyst IV

Administration

• Manage collateralized debt obligations and issue tracker reports to perfect, monitor, and release bank collateral
• Maintain accurate collateral booking on the system of record
• Set up and standardize collateral files
• Prepare and review tickler and exception tracking data
• Review insurance adequacy and monitor evidence of insurance
• Maintain and/or release lien positions for collateral
• Receive incoming loan files and review them for compliance with bank and federal guidelines
• Maintain relationships with Relationship Administrators to support efficient, high-quality loan processing
• Provide technical advice and guidance to business units and interdisciplinary teams on projects
• Maintain systems of record for ongoing collateral and insurance monitoring
• Support timely and accurate release of commercial loan collateral, including real estate, UCCs, vehicle liens, and life insurance
• Conduct in-depth due diligence using systems of record and legal loan documentation
• Prepare lien releases, validate workflow approvals, communicate with internal and external clients, and update systems of record
• Work in a paperless environment and adhere to compliance guidelines
• Promote collaboration, communicate with impact, learn and adapt quickly, and uphold high performance standards

Loan Administrator II

• Develop reports to support management decision making
• Perform all phases of the report development process
• Participate in client meetings to understand needs and develop requirements
• Perform data research and data discovery
• Source data, including data automation
• Create report visualizations
• Manage report deployment, including user onboarding
• Develop, maintain, or enhance components of large reporting platforms
• Design, develop, and maintain automated reports, dashboards, and scorecards using Business Intelligence tools including MicroStrategy and Tableau
• Design, develop, and maintain automated ETL processes from various database platforms
• Analyze disparate database sources, including relational structures, dimensional data models, and cubes
• Design and build relational data models
• Partner with business stakeholders to translate business requirements into technical specifications
• Create and maintain standard documentation, metadata, workflows, and desktop procedures
• Collaborate in a cross-functional team and provide routine project updates

Client Reporting Analyst III

Account Manager

• Perform onboarding and maintenance of accounts and review required account documentation
• Validate documentation, complete account openings or updates, and determine requirements
• Review and approve documentation; obtain legal review or approved exceptions when needed
• Research, follow up on, and resolve complex routine requests
• Monitor asset and cash transfers and complete final request reviews
• Respond to client inquiries via multiple channels and provide status updates
• Return items for missing information and confirm completion of account requests
• Execute control reports, store required evidence, perform quality reviews, and correct defects
• Ensure accounts are opened or updated accurately
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
• Provide operations support to internal partners and external clients
• Assist in training less experienced team members

Account Management Operations Analyst – Private Bank Onboarding, Maintenance

• Conduct routine analysis, research, and investigations in diversified compliance operations
• Execute regulatory requirements and economic sanctions compliance practices
• Understand and anticipate inherent risks to the business
• Build and maintain business relationships
• Perform day-to-day activities aligned to the team’s common goals, strategy, and metrics
• Improve capabilities through learning and development
• Identify and analyze problems related to product lines or functions
• Develop and implement process improvements
• Provide quality assurance review and testing on operating key controls
• Support special projects representing significant risk exposure
• Identify and escalate risks with a sense of urgency
• Ensure quality service and effective, efficient operations support for internal business partners and external clients
• Interpret and analyze information from numerous applications and third-party sources
• Identify issues prompting further inquiry

AML Operations Control Analyst – KYC

• Coordinate and manage team workflow across various systems to ensure daily processes are completed accurately and deliverables are met
• Oversee fee setup, billing calculations, invoice distribution, payment processing, and revenue collection activities
• Provide day-to-day training and coaching to team members
• Address employee inquiries and escalations by guiding associates through billing exceptions, payment variances, and complex processing issues
• Monitor team service levels, volume, performance metrics, billing, receivables, commission, and payment activity
• Conduct quality assurance reviews and provide routine supervisory manager approvals
• Research complex operational and client requests, issues, and escalations to identify root causes and support remediation
• Support risk management and audit processes, including issue identification, mitigation strategies, and exam preparation
• Coordinate invoice, revenue, receivable, and commission activities across business partners and support teams
• Identify and recommend process improvements and risk mitigation opportunities to senior management

Account Management Ops Team Lead

Product Manager

• Partner with Product Managers to execute against product vision, roadmap, and strategic priorities
• Translate business objectives into features, user stories, acceptance criteria, and delivery requirements
• Own and maintain a prioritized product backlog aligned to program objectives and business value
• Review, refine, and accept completed work to ensure requirements and quality expectations are met
• Make day-to-day prioritization and scope decisions
• Serve as the primary Product Owner for a dedicated scrum team
• Drive backlog readiness for upcoming sprints
• Promote Agile practices, sprint commitments, and team delivery routines
• Partner with Scrum Masters and technology teams to remove blockers and improve effectiveness
• Foster accountability, ownership, continuous improvement, and delivery excellence
• Collaborate with business, technology, data, and operational stakeholders
• Provide updates on priorities, risks, dependencies, and progress
• Manage stakeholder expectations and competing priorities
• Build trusted partnerships and challenge constructively to drive outcomes
• Ensure alignment between business needs and delivery execution
• Support strategic AI capabilities within the DAISY program
• Translate emerging AI capabilities into business value
• Contribute to product management and Agile practice evolution
• Drive adoption of scalable AI solutions supporting enterprise priorities

Agile Product Owner – Document AI

Data Analyst

• Develop, maintain, and deliver recurring business, operational, regulatory, and management reports
• Respond to ad hoc reporting and data requests from business partners and leadership
• Partner with stakeholders to understand reporting needs and define reporting requirements
• Ensure reports are delivered accurately and on established timelines
• Present findings, trends, and data insights clearly and actionably
• Support business decisions through data analysis and reporting
• Write and maintain SQL queries for reporting and analytical needs
• Analyze large and complex datasets to identify trends, issues, and opportunities
• Validate and reconcile data across multiple sources
• Troubleshoot reporting issues and resolve data discrepancies
• Recommend process improvements to increase reporting efficiency and accuracy
• Support report inventory and reporting documentation activities
• Maintain reporting procedures, business rules, and logic documentation
• Ensure reporting processes comply with controls and governance standards
• Participate in report enhancement and modernization efforts
• Assist with audit, compliance, and regulatory requests
• Build relationships with business partners and reporting consumers
• Provide reporting consultation and stakeholder support
• Translate business requirements into reporting solutions
• Manage competing priorities while maintaining strong customer service

Quantitative Analyst, AML Data Analytics & Reporting

• Perform complex analysis and modeling to minimize loss exposure and negative impacts to customer experience
• Use Excel, SAS, SQL, Tableau, PowerShell, JavaScript, Alteryx, Python, and relational databases for analytical support
• Support strategy development and ensure goals are met
• Propose policy and procedural changes within segmentation structures to produce optimal results
• Evaluate data to assess potential fraud and other risks and create mitigation strategies
• Develop and maintain reports and dashboards
• Work with Product Management to exceed business, team, and enterprise reporting and governance standards
• Implement scalable automated solutions and solve short-term business needs while supporting the long-term vision
• Recommend ways to achieve desired business outcomes and inform decisions using data analysis
• Analyze financial models, market data, financial data, and portfolio trends
• Improve portfolio risk, profitability, performance forecasting, and operational performance
• Lead coordination of product performance reports and updates for senior management

Cons Prod Strat Analyst III

General

• Serve as the first point of contact for Treasury clients submitting treasury, cash management, card, merchant and depository product implementation requests via email and phone
• Handle end-to-end processing for moderately complex implementations
• Engage internal business partners, including Sales & Relationship Managers, Product Managers, Compliance and Operations, as appropriate
• Work directly with clients to resolve implementation issues
• Implement standard and common Treasury product packages for clients
• Monitor implementation progress and end-to-end resolution
• Respond to implementation requests received by email and phone, and questions from internal partners or clients
• Conduct research using various bank systems to respond to client questions and inquiries