Bank of America

Operations

• Handle medium to large projects for a Line of Business that may be regional or national in scope
• Manage and analyze data
• Recommend policy and procedural changes
• Develop measurement criteria and project plans, including cost and resource estimates
• Work with senior management to evaluate current methods and develop strategies to implement project-driven change and improvements
• Analyze current-state processes, operations, procedures, and workflows to identify pain points and develop potential solutions
• Build business cases for improvement recommendations and drive implementation execution
• Coordinate with the business on project tasks, deliverables, statuses, and success measures
• Partner with operations management to create project impact and guide internal teams
• Maintain relationships with client stakeholders, communicate updates, and escalate issues
• Perform risk management activities to minimize project risks
• Create and maintain comprehensive project documentation
• Identify improvement opportunities and support change execution

Operations Project Consultant

Analyst

• 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

Growth Marketing

• Own the territory and growth of investment advisory assets
• Partner with Financial Advisors and Market Executives to identify growth opportunities and create action plans
• Coach advisors on positioning advisory relationships using investment insights
• Explain advisory relationships and investment recommendations to clients
• Drive brokerage-to-advisory conversions, new asset acquisition, referrals, retention, and wallet share expansion
• Lead opportunity reviews and pipeline discussions; identify priorities, clear obstacles, and create accountability
• Coach advisors on business development and advisory positioning using guidance from the Chief Investment Office
• Participate in client and prospect meetings, provide solution expertise, and help close business
• Support recruiting, onboarding, private briefings, and client events
• Track and communicate results using data and insights
• Work directly with market leadership and influence execution of strategic priorities

Advisory Growth Specialist

Account Manager

• Perform offboarding of accounts and review required account documentation by finding requirements and completing account closure activities
• Review and approve required account documentation by confirming distribution plans, needed approvals, and supporting documents before asset or cash movement
• Research, follow up on, and resolve more complex routine requests by monitoring asset and cash transfers, tracking account activity, and resolving open items through completion
• Identify risks and process-improvement opportunities through quality review; address gaps and escalate risks or opportunities
• Respond to moderately complex client inquiries via multiple channels and provide client teams with updates on request status, outstanding requirements, and completion outcomes
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
• Provide quality service and operations support to internal business partners and external clients
• Assist in training less experienced team members

Account Management Ops Analyst – Private Bank Offboarding

Client Partner

• Manage relationships with external clients
• Develop new growth channels and enhance client experiences
• Work with corporate clients to promote Bank programs to employees and generate banking relationships
• Launch and drive new employee banking programs to increase enrollments and deepen relationships
• Initiate and manage new client onboarding
• Develop and execute programs
• Partner across the enterprise to improve client experience, acquire new business, and expand relationships
• Support product development and deployment plans
• Help create sales training programs and marketing materials
• Maintain product financials, investment profiles, and P&L activities
• Provide product trend information to sales and marketing teams
• Streamline and enhance product offerings
• Implement and monitor effective risk controls
• Partner with internal stakeholders to develop products that meet client needs and achieve high adoption rates

Client Manager – Employee Banking and Investments

Banker

• 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 to solutions that meet their financial goals
• Execute the bank’s risk culture and pursue 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

Relationship Banker

Architect

• Define architectural vision and solution designs supporting strategic business outcomes
• Define target operating environments, client resiliency approaches, and non-functional requirements
• Lead functional and technical architecture for core customer/account reference data applications in the Consumer Data Platform technology architecture group
• Create solution intent and architectural vision for complex solutions across business, operations, and technology
• Prioritize functional and non-functional requirements into technology backlogs
• Contribute to architecture roadmaps across Business, Application, Data, and Technology domains
• Clarify architecture and assist with system design and resolution of architectural impediments
• Facilitate solution discussions and lead designs for complex, flexible, modular, and adaptable architectures
• Educate team members on technology practices, standardization strategies, and best practices
• Help select technology stacks and preferred technology products
• Perform design and code reviews for security, performance, maintainability, scalability, usability, and reliability
• Communicate complex technology solutions to technical, managerial, executive, and vendor audiences
• Develop business cases and detailed technical designs
• Collaborate with internal and external technical resources on implementation, customization, and integration strategies
• Produce technical specifications for development and systems integration
• Provide best practices and third-party solution alternatives
• Participate in proofs of concept for emerging technologies

Senior Architect

• Handle complex and escalated customer situations regarding possible fraudulent account activity
• Receive inbound calls and take appropriate action on complex transactions
• Research and resolve fraudulent activity
• Provide service support and deliver practical, innovative solutions to clients
• Focus on client retention and re-establishing client confidence
• Service banking products with high-risk activity to maximize approval of legitimate transactions and minimize client impact
• Identify fraudulent activity and restrict account activity
• Assist Fraud Strategy partners with new tactics through controlled tests and production simulations
• Test customer-facing capabilities for vulnerabilities and potential fraudulent exploitation
• Participate in triage related to Executive Escalations and Incident Response fraud activities
• Review and investigate suspected fraudulent activity and accurately record interaction data
• Follow established processes, laws, and regulations

Senior Fraud Analyst

• 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 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 network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Human Resources

• Develop HR strategies affecting large, complex business units within a major Line of Business
• Develop and execute tactical plans at the business-unit level to achieve strategic objectives and organizational effectiveness
• Drive HR activities across talent acquisition, compensation, employee relations, regulatory compliance, performance management, and employee engagement and development
• Build management capability and effectiveness among mid-level managers in Global Operations
• Identify gaps and opportunities, develop solutions, and execute action plans producing measurable results
• Connect with managers on priorities including declining performance, employee engagement, career pathing, and new-manager onboarding
• Conduct one-to-one and small-group coaching sessions for new, high-potential, and other identified managers
• Connect managers to enterprise resources and training and reinforce sustainable behavior changes
• Provide consolidated feedback to the enterprise manager development team and HR leadership
• Track and measure the impact of manager interventions
• Manage Enterprise and Line of Business HR priorities and organizational effectiveness
• Apply operational excellence, organizational health, opportunity, and inclusion across HR processes
• Partner with business leaders as a trusted advisor to align programs and practices with Enterprise culture and conduct principles
• Manage workforce activities including headcount reporting and analytics, financials/expenses, promotions, opportunity and inclusion, performance, and talent management
• Collaborate on employee compensation guidance while maintaining focus on expense management
• Use HR reporting tools to inform strategic decision-making

HR Manager – Manager Capability Coach

Manager

• Serve as a trusted advisor and strategic partner to Mainframe Services leadership
• Provide integrated oversight across financial forecasting, workforce planning, resource management, hiring strategy, governance, communications, and organizational effectiveness
• Lead annual planning, workforce strategy, and financial management routines
• Act as a strategic integrator across Mainframe, iSeries, Enterprise Batch, and partner organizations
• Identify risks, opportunities, dependencies, and constraints and develop mitigation strategies
• Partner with Finance, Human Resources, Talent Acquisition, and senior leaders on workforce investment, resource allocation, and organizational planning
• Analyze financial, workforce, and operational data to provide actionable insights and support executive decision-making
• Lead strategic initiatives improving operational effectiveness, organizational performance, and business results
• Drive governance, operational discipline, enterprise policy adherence, controls, and risk management practices
• Develop executive-level presentations, communications, business reviews, and leadership materials
• Build partnerships across CTI and enterprise functions to execute organizational priorities
• Manage diverse administrative functions for a large, complex department or line of business, including budgeting, personnel processes, audit/compliance, training, service quality, process improvement, business continuity, and communications
• Consult with senior management to evaluate methods and implement changes and improvements
• Lead support and administrative functions and may manage teams or managers

Business Support Manager II – CTI Mainframe Services

• Perform moderately complex transaction and fulfillment processing, including movement of assets into and out of accounts
• Reconcile, settle, and support trades and transfers
• Provide operations support and quality service to internal business partners and external clients
• Maintain knowledge of account opening policies, procedures, and general bank programs
• Manage end-to-end client onboarding and asset transfer processes, including systems, documentation, follow-up, and follow-through
• Create executive-level transition tracking progress for onsite projects
• Facilitate client meetings with Financial Advisors and Client Associates regarding onboarding and asset transfer questions
• Coordinate training for new and internal Merrill Client Associates taking over transitions
• Assist branch personnel with account transfers, Broker Dealer Changes on 529 plans, life insurance policies, and LMA processing
• Track and inspect onboarding documents to ensure consistent and compliant execution under FINRA 2273, Regulation BI, and CRS
• Respond to moderately complex client inquiries through multiple channels
• Analyze and resolve moderately complex transactions requiring escalations and exceptions
• Identify operational risks and process improvement opportunities
• Travel to Merrill Branch offices up to 90% of the time

Transaction Management Operations Analyst

• Support the creation, onboarding, and maintenance of accounts according to established guidelines and procedures
• Review and process account opening and maintenance requests and supporting documentation
• Validate documents for good order and complete account openings or updates
• Review and approve account documentation, obtaining legal review or approved exceptions when needed
• Research, follow up on, and resolve moderately complex routine requests
• Monitor asset and cash transfers and complete final request reviews
• Respond to client inquiries through multiple channels, provide status updates, and communicate outstanding requirements
• Execute control reports and store required evidence
• Perform quality reviews, correct defects, and ensure accounts are opened or updated accurately
• Assist in training less experienced team members
• Identify risks and process improvement opportunities
• Operate with moderate independence and escalate complex issues to team leads or managers

Account Management Ops Analyst – Private Bank Onboarding, Maintenance

Bilingual

• 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
• 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

Relationship Banker – Bilingual Spanish Preferred

• 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 for clients
• 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, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities