Bank of America

Account Manager

• 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

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

Manager

• Execute substantive money laundering, economic sanctions, fraud compliance, and operational risk practices
• Work directly or through compliance officers for Front Line Units and Control Functions to complete compliance, policy, and operational/fraud risk management requirements
• Provide oversight and challenge of financial crimes risks in correspondent banking
• Advise and direct development and maintenance of financial crimes-owned policies and standards
• Review Front Line Units and Control Functions policies and standards for regulatory and operational risk coverage
• Produce and/or oversee independent financial crimes risk management reporting to senior leaders
• Monitor regulatory changes and direct policy, standards, procedure, and process updates
• Participate in industry forums and monitor regulatory expectations, emerging legislation, political scrutiny, litigation, and key influencers
• Escalate financial crimes compliance and operational risks to governance routines and management/board-level committees
• Identify, aggregate, report, escalate, inspect, and challenge remediation and thematic analysis of financial crimes issues and control enhancements
• Review and challenge internal and external operational loss events, develop remediation plans, and oversee control improvements

GFC Manager – Correspondent Banking

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

• 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, guidelines, 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

• 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

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

Operations

• Investigate Office of Foreign Assets Control (OFAC) alerts for domestic and international consumer, commercial, and wholesale bank businesses or services functions
• Review and process OFAC transactions to meet compliance requirements
• Perform item processing functions under moderate supervision within a process with built-in checks and balances
• Ensure quality service and effective, efficient operations support for internal business partners and/or external customers/clients
• Prepare basic-level reports
• Assist with coordination of implementation for products, services, and operational solutions
• Support design, documentation, implementation, and monitoring of new products and services
• Provide guidance regarding procedural, technical, and operational changes
• Expand business products knowledge within the operations environment
• Build networks by developing relationships with partners and teammates
• Inspect data to identify issues and trends
• Collect and interpret data to validate operational processes

Operations Analyst – Sanctions Screening

General

• Plan and coordinate execution of project/small program deliverables involving multiple teams
• Lead kickoffs, status reviews, stakeholder meetings, change controls, tollgates, and other delivery routines
• Coordinate delivery and dependencies across multiple teams
• Facilitate communication and collaboration across organizations and Agile teams
• Provide end-to-end visibility and status updates on delivery health, risks, issues, and schedules
• Work with sponsors and stakeholders to align execution with deliverable requirements
• Support resource planning for delivery and execution
• Ensure adherence to Enterprise Change Management standards
• Facilitate dependency, risk, and impediment management
• Guide and coach teams on Scrum practices and Agile principles
• Facilitate Scrum ceremonies including Sprint Planning, Daily Scrum, and Backlog Refinement
• Support value delivery and Sprint commitments

Delivery Lead – Technology

• Perform onboarding or maintenance of accounts by confirming accuracy, completeness and risk assessment of documentation or client account information
• Find criteria to approve or decline account-opening requests according to established written guidelines and procedures
• Research and resolve data errors by applying procedures and engaging support partners when needed
• Respond to internal business partner inquiries about service requests via email and escalate challenging issues to leadership
• Independently manage a caseload of onboarding or maintenance requests
• Prioritize tasks according to due dates and other factors to ensure prompt completion
• Develop understanding of process flow, key steps, basic process controls, and upstream and downstream activities
• Provide quality service and efficient operations support for internal business partners and external clients

Account Management Operations Representative – Private Bank, Banking Onboarding & Maintenance

Financial Planning and Analysis

• Lead product experts supporting Global Transaction Services in client engagements, account management, complex and high-dollar deals, and emerging solution opportunities
• Participate as product sales or industry expert in client calls
• Identify opportunities and influence solutions
• Drive collaboration among product, sales, and client relationship teams
• Deliver integrated treasury solutions to non-bank financial institution, insurance, and specialty finance clients and prospects
• Manage and pursue treasury revenue streams and increase product penetration across an assigned portfolio
• Partner with client-facing teammates to consult on sales opportunities
• Provide product knowledge and deliver solutions aligned with client and prospect needs
• Drive adoption of mobile, digital, and real-time payments as a digital ambassador
• Lead strategic dialogues using best practices, peer benchmarking, industry analytics, and solution positioning
• Manage revenue and product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparation, and client-facing treasury presentations
• Evaluate treasury solutions using client-focused cost/benefit and bank-focused profitability analyses
• Develop client relationships and deepen existing relationships by identifying client needs
• Partner with bankers and product specialists to develop customized treasury solutions
• Lead pricing and negotiation discussions to optimize relationship profitability and year-over-year growth
• Coach and mentor Treasury Analysts
• Work with Servicing and Implementation teams to support client needs and deliver solutions

Treasury Sales Officer I – Global Payment Solutions, Financial Institutions, Governments, Insurance & Specialty Finance

• Identify and evaluate prospective clients for the Client Employee Banking and Investing Program
• Partner with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners
• Gather deposit analytics and develop business cases to secure internal approvals
• Build and maintain a pipeline of prospective clients aligned with program goals and strategic priorities
• Conduct client research and prepare for meetings with senior executives and decision-makers
• Present program benefits to corporate clients and senior executives
• Serve as a Consumer Bank subject matter expert and maintain relationships with internal partners
• Lead contract negotiations and coordinate legal, compliance, and vendor management approvals
• Oversee implementation and monitor client development activities
• Ensure alignment with broader business initiatives

Client Development Specialist – Corporate Employee Banking & Investments

Product Manager

• Develop and manage the end-to-end product life cycle for highly complex products
• Conduct market research and competitor analyses
• Determine product pricing and develop short- and long-term strategies
• Identify innovative opportunities to modernize product offerings and deliver a unified customer experience
• Integrate product management efforts with sales, marketing, operations, implementation, and customer service strategies
• Own and execute the vision, roadmap, prioritization, and delivery of Banker of the Future journeys, including Banker Prospecting
• Build future-state banker experiences that improve prospecting, client management, sales effectiveness, and productivity
• Translate business requirements into user stories and product requirements
• Drive execution directly with Technology delivery teams
• Partner with project management, banker engagement, Salesforce experience design, and data/prompt engineering SMEs
• Oversee efficient and scalable technical delivery, including responsible use of compute/token resources and a scalable codebase
• Define success metrics, monitor performance, and adjust roadmap priorities based on realized value
• Drive adoption through change management, training, communications, and frontline banker feedback loops
• Stay current on industry trends, competitive innovations, and AI-enabled banker capabilities
• Create product development and deployment plans, including sales training programs and marketing materials
• Manage product financials, investment profiles, revenue, and profit margins
• Provide product trend information to sales and marketing teams
• Enhance product offerings to meet client needs and support growth and operational excellence
• Manage risk by implementing and monitoring effective controls
• Partner with stakeholders to develop products that solve client needs and achieve high adoption
• Develop and influence product strategy across the bank

Senior Product Manager

• Support the Operations Enablement Executive and leadership team through business management activities, executive routines, governance, financial management, communications, performance reporting, and administrative support
• Coordinate key priorities, deliverables, and organizational routines
• Lead executive leadership meetings, business reviews, operating reviews, town halls, leadership forums, and related communications
• Manage forward-looking planning and scheduling, complex calendars, meeting logistics, agendas, materials, travel, expenses, records, and follow-up actions
• Coordinate governance routines, executive deliverables, regulatory commitments, and business priorities
• Develop and maintain executive presentations, dashboards, scorecards, and reporting
• Manage budgets, forecasts, expenses, headcount, resource planning, and vendors
• Partner with Risk, Audit, Compliance, Human Resources, Finance, and other support organizations on policies, controls, and governance
• Support organizational communications, recognition programs, employee engagement activities, and events
• Coordinate business continuity planning, inspection readiness, audit support, and preparedness efforts
• Monitor performance metrics to identify trends, risks, and opportunities
• Facilitate coordination across enterprise partners to execute organizational priorities
• Support strategic initiatives, process improvements, and change management
• Manage special projects, executive requests, and ad hoc assignments
• May manage associates and perform managerial responsibilities including coaching, risk management, financial stewardship, talent leadership, and driving business outcomes

Business Support Manager

Network Operations

• Build and lead teams delivering technology products and services aligned with business outcomes
• Define and own the global data network operations strategy, governance, and reliability roadmap
• Lead global teams providing proactive response and service restoration for enterprise data networks and related services
• Diagnose and resolve complex issues across routing, switching, SD-WAN, firewalls, and load balancers
• Manage 24x7 level 2 and level 3 operational support for datacenter, core, branch, campus, wireless, SD-WAN, and AAA environments
• Drive transformation from ticket-driven operations to data-centric, AI-first, and automation-first operating models
• Implement AI-driven runbooks, self-healing workflows, and intelligent incident routing
• Identify workload reduction, automation, and process simplification opportunities
• Design and implement an operating model integrating NOC, SRE, automation, and follow-the-sun support
• Track and improve operational KPIs including MTTD, MTTR, change success rates, incident volumes, and automation coverage
• Build teams, manage workforce strategy and hiring practices, establish quality objectives, and train employees
• Conduct performance reviews, coach employees, and create development plans
• Manage production solution delivery, application performance, resiliency, security, data standards, audits, risk, financial, and compliance requirements
• Manage relationships with business and technology partners, suppliers, architecture, engineering, product management, and business management
• Foster a blameless, learning-oriented culture and upskill the organization in automation, AI, data literacy, and modern network technologies
• Manage associates, budgets, expenses, risk controls, talent development, and business outcomes

Account Management Ops Analyst – Private Bank Onboarding, Maintenance

Relationship Banker

GFC Manager – Correspondent Banking

HR Manager – Manager Capability Coach

Relationship Banker

Business Support Manager II – CTI Mainframe Services

Relationship Banker – Bilingual Spanish Preferred

Operations Analyst – Sanctions Screening

Delivery Lead – Technology

Account Management Operations Representative – Private Bank, Banking Onboarding & Maintenance

Treasury Sales Officer I – Global Payment Solutions, Financial Institutions, Governments, Insurance & Specialty Finance

Client Development Specialist – Corporate Employee Banking & Investments

Senior Product Manager

Business Support Manager

Senior Technology Manager – Global Data-Network Operations