Bank of America

Financial Planning and Analysis

• 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

Data Analyst

• 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

Senior Client Quantitative Analyst

Account Manager

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

Account Management Operations Representative – Private Bank Onboarding, Maintenance

Network Operations

• Build and lead teams delivering technology products and services aligned with business outcomes
• Develop technology strategy and ensure solutions comply with applicable standards
• Lead global teams providing proactive response and service restoration for enterprise data networks and related services
• Diagnose and resolve complex network issues across routing, switching, SD-WAN, firewalls, and load balancers
• Define and own the data network operations strategy aligned with business, risk, and technology roadmaps
• Advance automation and AI-assisted operations to reduce manual effort and improve network reliability
• Implement AI-driven runbooks, self-healing workflows, and intelligent incident routing
• Identify workload reduction, automation, and process simplification opportunities
• Design and implement a modern operating model integrating NOC, SRE, and automation capabilities, including follow-the-sun support
• Track and improve operational KPIs including MTTD, MTTR, change success rates, incident volumes, and automation coverage
• Foster a blameless, learning-oriented culture emphasizing reliability, transparency, and continuous improvement
• Upskill the organization in automation, AI, data literacy, and modern network technologies
• Manage workforce strategy, hiring practices, performance, career development, coaching, and employee training
• Manage production solution delivery, application performance, resiliency, security, data management standards, audits, risk, financial, and compliance policies
• Manage relationships with business and technology partners, suppliers, architecture, engineering, product management, and business management
• Demonstrate inclusion leadership, process and data management, enterprise communication, risk management, financial stewardship, talent leadership, and business outcome delivery

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, 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 aligned with 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 to expand business knowledge and networks
• Manage financial-center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker

Operations

• Analyze day-to-day issues, research, and provide resolutions for issues identified within a business unit
• Support defined procedures and routine analytics
• Create reports and complete exception processing
• Investigate OFAC alerts for domestic and international consumer, commercial, and wholesale banking businesses or service 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 efficient operations support for internal business partners and/or external customers/clients
• Perform basic-level reporting
• Assist with implementation coordination for products, services, and operational solutions
• Support the design, documentation, implementation, and monitoring of new products and services
• Provide guidance regarding procedural, technical, and operational changes
• Expand business product knowledge within the operations environment
• Build relationships with partners and teammates
• Inspect data to identify issues and trends
• Collect and interpret data to validate operational processes

Operations Analyst – Sanctions Screening Center of Excellence

• Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations
• Collaborate with and receive mentorship from Merrill Financial Advisor Teams to promote portfolio growth
• Develop a book of business to meet and exceed established performance hurdles
• Source prospective clients, capitalize on referrals, assess customer needs, refer customers to appropriate internal specialists, and execute customized solutions
• Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
• Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal development
• Organize and manage time, people, and budget to run a productive practice
• Seek specialist expertise to identify planning and investment strategies for clients
• Complete mandated training, assessments, performance goals, and continuing education requirements
• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities
• Collect client profile data and follow standard KYC procedures to open accounts
• Serve as interim Financial Advisor and service client accounts
• Document client interactions and opportunities accurately in Salesforce

Merrill Advisor Development Program – Financial Advisor

Business Analyst

• Define and execute product vision, strategy, and roadmap for Financial Crimes investigation and operations applications
• Execute initiatives through Agile methodologies and maintain the product backlog, prioritization framework, and release roadmap
• Gather, analyze, and document business and functional requirements
• Translate business needs into user stories and acceptance criteria
• Analyze data, business processes, and application performance metrics to identify trends and improvements
• Communicate with and influence business, operations, technology, and leadership stakeholders
• Serve as subject matter expert for assigned products and business processes
• Manage end-to-end product risk through controls, monitoring, issue identification, and remediation
• Manage a portfolio of technology applications and balance priorities, resources, timelines, and delivery commitments
• Partner with technology teams on solution design, development, testing, implementation, production support, and platform enhancements
• Develop and execute test plans, test scripts, and User Acceptance Testing activities
• Use Jira, SQL, Teradata, Hadoop, and Microsoft Office applications for product delivery, data analysis, and change management
• Liaise between business users and development teams to align priorities and manage delivery timelines

Senior Product Owner / Senior Business Analyst

Team Leader

• Execute assessments to review and validate source documents, data source elements and logic against specified business and/or data regulatory requirements
• Review, extract and document key data elements and logic from SQL or other code
• Align data elements with key business requirements
• Examine financial information and data attributes for fit-for-use and Business Requirements Document validation
• Assist with issue evaluation and remediation, including identification, monitoring and escalation of conformance or transaction-related non-adherence issues and observations
• Manage relationships across Finance, Data Management and other line-of-business support teams

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-owned 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 and issues to governance routines and management/board-level committees
• Identify, aggregate, report, escalate, inspect, and challenge remediation and thematic analysis of issues and control enhancements
• Review and challenge internal and external operational loss events and oversee remediation plans

GFC Manager, Correspondent Banking

• 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 with clients to understand 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 to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• 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 pursue operational excellence
• Build client relationships to meet financial needs
• Follow established processes and guidelines while adhering to 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

• 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 in-depth conversations to understand clients' financial and life priorities
• Connect clients to solutions aligned with 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 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 and educate them about self-service banking resources
• Assist clients with mobile banking, online banking, and ATM transactions
• Accurately and efficiently process cash transactions
• Conduct deep 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