Bank of America

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

Data Analyst

• Source, integrate, and transform data across relational and non-relational platforms using SQL, Python, Spark/Scala, SAS, and other analytical tools
• Create meaningful measures, insights, and reusable analytical outputs
• Translate business and product questions into analytical frameworks
• Apply quantitative, segmentation, behavioral, and test-and-learn techniques to develop actionable recommendations
• Evaluate product performance and customer journeys by defining and monitoring adoption, usage, engagement, retention, attrition, customer outcomes, and business-impact metrics
• Partner with product, marketing, technology, data product management, governance, and business teams
• Clarify requirements, align priorities, support data product adoption, and deliver agreed outcomes
• Communicate complex analytical findings through data storytelling, visualizations, and recommendations using PowerPoint, Word, Excel, and Tableau
• Validate data and analytical outputs and resolve or escalate inconsistencies
• Follow documentation, control, governance, and business-continuity requirements
• Lead complex analytical initiatives, manage competing priorities, and support development of people and team capabilities

Senior Client Quantitative Analyst

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

Senior Technology Manager – Global Data-Network Operations

Banker

• 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

Relationship Banker

Business Analyst

• Analyze client, household, transaction, and interaction data to identify patterns, needs, and opportunities
• Examine client behaviors, journeys, relationships, and channel usage across touchpoints
• Develop client profiles, segments, and actionable audiences
• Apply statistical, behavioral, and quantitative techniques to evaluate trends, relationships, cohorts, and performance
• Generate insights across financial centers, ATMs, contact centers, IVR, chat, and digital experiences
• Improve approaches for organizing, classifying, and interpreting client and interaction data
• Build reproducible datasets, code, methodologies, documentation, reusable analytics, and data products
• Translate complex analysis into executive-ready narratives, visualizations, and recommendations
• Partner with business, strategy, data, technology, risk, and analytics teams
• Lead assignments from intake through delivery while maintaining quality, documentation, privacy, risk, and analytic standards

Channel & Client Insights Analyst

• 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

• Engage clients in the lobby to educate and assist 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 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

Backend Engineer

• Develop and deliver data solutions supporting technology and business goals
• Design and deliver code for integrating, cleaning, transforming, and controlling data in operational and analytical systems
• Work with stakeholders, Product, Operations, and Software Engineering teams to implement data requirements
• Design, build, deploy, scale, and operate end-to-end AI/ML and GenAI solutions
• Productionize AI-driven capabilities for lending and payments processes
• Apply MLOps, ML lifecycle management, model governance, security, and compliance standards
• Contribute to story refinement and delivery of data requirements throughout the delivery lifecycle
• Build data transformation processes, data structures, metadata, data quality controls, dependencies, workloads, data pipelines, and complex data sets
• Develop and execute integration, regression, and performance test plans; analyze reports and triage issues
• Drive complex technology projects toward on-time delivery while following release processes
• Define and document data engineering requirements and deployment, maintenance, support, and business functionality information
• Identify and resolve gaps in data management standards and troubleshoot complex data problems

Data Engineer, Python, AI

Account Manager

• Support the creation, onboarding, and maintenance of accounts according to established guidelines and procedures
• Provide quality operations support and service to internal business partners and external clients
• Assist in training less experienced team members
• Review and process account opening and maintenance requests, client information, and supporting documentation
• Validate documentation, complete account openings or updates, and obtain legal review or approved exceptions when needed
• Monitor asset and cash transfers, resolve outstanding items, and complete final request reviews
• Respond to client inquiries through multiple channels, provide status updates, return items for missing information, and confirm completion
• Execute control reports, store required evidence, perform quality reviews, correct defects, and ensure account accuracy
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts

Account Management Ops Analyst – Private Bank Onboarding, Maintenance

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, ATM, and other 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 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

• Engage clients in the lobby and educate them on conducting 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 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

• Lead analytical work efforts for projects within the consumer and small business product space
• Source, integrate, and transform client, product, and performance data across relational and non-relational platforms
• Translate business and product questions into analytical frameworks and develop actionable recommendations
• Evaluate product performance and customer journeys by defining and monitoring adoption, usage, engagement, retention, attrition, customer outcome, and business impact metrics
• Partner with product, marketing, technology, data product management, governance, and business teams
• Communicate complex analytical findings through data storytelling, visualizations, and actionable recommendations
• Validate data and analytical outputs, resolve or escalate inconsistencies, and follow documentation, control, governance, and business-continuity requirements
• Lead complex analytical initiatives, manage competing priorities, and support development of people and team capabilities

• Lead product experts supporting Global Transaction Services in client engagements, account management, complex and high-dollar deal closings, 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 to deliver solutions meeting client and prospect needs
• Drive mobile, digital, and real-time payments adoption as a digital ambassador
• Lead strategic dialogues using best practices, peer benchmarking, industry data analytics, and solution positioning
• Manage revenue/product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparations, and client-facing treasury presentations
• Evaluate treasury solutions using client-focused cost/benefit analysis and bank-focused profitability analysis
• Drive revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development
• Develop and deepen client relationships by identifying client needs
• Partner with bankers and product specialists to develop customized treasury solutions
• Lead pricing and negotiation discussions for treasury management products
• 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 and Governments – Insurance & Specialty Finance

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 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 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

Relationship Banker – Bilingual Spanish Preferred

• Analyze client, household, transaction, and interaction data to identify patterns, needs, and opportunities
• Examine client engagement over time and across touchpoints to understand behaviors, journeys, relationships, and channel usage
• Develop client profiles, segments, and actionable audiences
• Apply statistical, behavioral, and quantitative techniques to evaluate trends, relationships, cohorts, and performance
• Generate insights across financial centers, ATMs, contact centers, IVR, chat, and digital experiences
• Improve approaches for organizing, classifying, and interpreting client and interaction data
• Build reproducible datasets, code, methodologies, and documentation for reusable analytics and data products
• Translate complex analysis into executive-ready narratives, visualizations, and recommendations
• Partner with business, strategy, data, technology, risk, and analytics teams
• Lead assignments from intake through delivery while maintaining quality, documentation, and applicable data, privacy, risk, and analytic standards

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

Senior Client Quantitative Analyst

Senior Technology Manager – Global Data-Network Operations

Relationship Banker

Channel & Client Insights Analyst

Client Development Specialist – Corporate Employee Banking & Investments

Relationship Banker

Data Engineer, Python, AI

Account Management Ops Analyst – Private Bank Onboarding, Maintenance

Relationship Banker

Relationship Banker

Senior Client Quantitative Analyst

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

Relationship Banker – Bilingual Spanish Preferred

Channel and Client Insights Analyst