Bank of America

Financial Planning and Analysis

• Provide comprehensive advice and customized solutions to clients to help achieve financial goals
• Triage client leads and requests
• Make referrals to internal business and service partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money-managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Provide coaching and feedback to referral partners
• Work Monday through Friday and rotating Saturdays
• Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined within reasonable commuting distance

Financial Solutions Advisor

Sales

• Act as the primary client interface for a portfolio of high-revenue, complex Treasury clients
• Serve as a comprehensive project manager focused on accelerating revenue realization
• Lead, direct, influence, and coordinate delivery of treasury, cash management, card, merchant, and deposit solutions
• Resolve escalations using expertise, discretion, independent judgment, and sound decision-making
• Deliver integrated treasury solutions across the full project scope
• Partner with client-facing teammates on sales opportunities and provide product expertise and consultation
• Maintain client, treasury industry, client subsector, and bank-structure expertise
• Develop data-driven client insights and presentations with recommendations to reduce risk, improve working capital, and digitize payments and receipts
• Participate in the Client Management Process to develop and deepen client relationships
• Direct service and fulfillment requests to relevant teams and keep stakeholders updated
• Identify cross-sell opportunities through client interactions and scope expansions
• Serve as the client’s single point of contact through implementation and testing of multiple products
• Facilitate internal and external client calls
• Drive process improvement, operational excellence, and project completion with key stakeholders
• Troubleshoot and resolve complex internal client-team escalations
• Apply project management disciplines, document discussions, plans, and action items, and distribute updates
• Validate services meet client expectations post-implementation and hand off to Client Services

Treasury Sales Client Officer II – East

• Act as the primary client interface for a portfolio of high-revenue, complex Treasury clients
• Serve as a comprehensive project manager focused on accelerating revenue realization
• Lead, direct, influence, and coordinate delivery of complex treasury, cash management, card, merchant, and deposit solutions
• Resolve escalations using expertise, discretion, independent judgment, and sound decision-making
• Deliver integrated treasury solutions across the entire project scope
• Partner with client-facing teammates on sales opportunities and provide product expertise and consultation
• Maintain client, treasury industry, and client subsector expertise and a broad understanding of the bank's structure
• Develop data-driven client insights and presentations, including recommendations to reduce risk, improve working capital, and digitize payments and receipts
• Participate in the Client Management Process to develop new relationships and deepen existing relationships through identification of client needs
• Direct service and fulfillment requests to relevant teams, respond to client and partner requests, and keep stakeholders updated
• Identify cross-sell opportunities through scope expansions driven by client interactions
• Serve as the client's single point of contact through implementation and testing of multiple products
• Bridge project plans across payment solutions and fulfillment teams
• Facilitate internal and external client calls for implementation requests
• Leverage stakeholders to drive process improvement, operational excellence, and successful project completion
• Troubleshoot, research, and respond to internal client team requests and complex escalations
• Apply project management disciplines to keep projects on track, document meeting discussions, project plans, and action items, and distribute updates regularly
• Validate services meet client expectations after implementation and ensure a smooth handoff to Client Services

Treasury Sales Client Officer

Business Operations

• Lead and execute internal control discipline and operational excellence within the business controls organization
• Assess the design and effectiveness of the risk and control environment
• Perform monitoring and testing of controls and identify issues and control improvements for remediation
• Lead implementation of optimized controls and enhanced Quality Assurance practices
• Manage performance and productivity of team members conducting quality inspection reviews
• Ensure timely execution of QA activities, including control execution, case management, and results reporting
• Manage and review operations front-line unit responses for regulatory exams, internal audits, and monitoring reviews
• Ensure data accuracy and capture relevant information for inspection metrics and dashboard governance
• Lead CDD requirements simplification and harmonization projects
• Facilitate gap assessments driven by AML regulatory changes, audit issues, and regulatory remediation
• Run regular routines with stakeholders across AML Operations, Global Financial Crimes, Risk, and Technology
• Coordinate with support teams and stakeholders to ensure end-to-end process engagement and timely change implementation
• Develop and document implementation plans based on gap assessment findings
• Review and govern proposed operational procedure and process changes through governance forums
• Use data to identify process simplification opportunities

Global AML Operations – Business Control Manager

Operations

• Lead operational governance across Bill Payments and Transfers products
• Ensure consistent execution of controls, monitoring, issue management, and risk mitigation activities across the portfolio
• Own audit engagement activities, including coordinating audit responses, managing audit issues and action plans, and driving timely, sustainable resolution
• Establish and maintain an operational monitoring framework by evaluating metrics, controls, and key risk indicators
• Identify gaps and support effective risk management
• Partner with Product, Technology, Operations, Risk, Compliance, Legal, and Control partners
• Lead operational improvement initiatives and governance action plans
• Perform validation and quality assurance activities
• Contribute to digital strategies and process transformations
• Manage a large program or portfolio of projects, including timelines, budgets, and resource allocation
• Promote governance, risk management, and analytics best practices
• Support program or portfolio business cases, funding, progress status, promotion, and advocacy
• Craft narratives and storytelling to drive executive awareness and support
• Build alliances, negotiate, and influence stakeholders across multiple levels and functions
• Use findings and data to make decisions across digital delivery, prioritization, negotiation, hiring, and staffing activities

Digital Director – Bill Payments & Transfers Operations

Banker

• Uncover personal banking needs of individual and small business clients
• Offer appropriate banking solutions and connect clients to specialists
• Balance service requests with transactional activities, including in-person and inbound call delivery
• Build and deepen client relationships by uncovering financial needs and recommending products, services, and solutions
• Respond to customer inquiries and concerns with customized solutions
• Introduce and fulfill banking products, including checking and savings accounts, credit cards, CDs, IRAs, and loans
• Identify client needs for licensed sales functions and refer them to Merrill, Lending, and Small Business partners
• Quote rates, terms, and programs for banking solutions
• Manage risk in business, product, and service transactions
• Interact with clients with increasingly complex financial needs
• Partner with teams to provide consumer and small business solutions, services, and strategies
• Assist, educate, and train clients on simple transactions through self-service technologies
• Use resources, technologies, and processes to optimize client experience and operational accuracy
• Follow established processes, laws, and guidelines for account opening, account maintenance, and Digital Assisted Shopping
• Manage client interactions according to bank interests, client needs, and regulatory requirements
• Conduct proactive client outreach and consistent follow-up routines

Senior Banker II

Product Manager

• Maximize the value of one or more products
• Lead portfolio strategy, prioritization, design process, and execution for the AI/Software Delivery Lifecycle program
• Shape the product and delivery agenda for enterprise software delivery platforms and capabilities
• Balance internal technical-user needs with enterprise priorities, governance, operating model effectiveness, and measurable business value
• Lead user experience and design aspects for a program or portfolio
• Establish design goals and provide guidance and feedback
• Champion innovative solutions, design improvements, and process improvements
• Facilitate innovation, design thinking, and design studio workshops
• Align cross-functional stakeholders and drive portfolio decisions
• Lead product delivery strategy and execution for enterprise software delivery capabilities
• Generate product vision and roadmap
• Communicate product vision and roadmap and drive user adoption
• Collaborate with stakeholders to understand needs and align priorities
• Prioritize and create work for multiple teams
• Create, prioritize, and refine product backlog stories
• Review and accept stories and make scope and requirements decisions
• Partner with teams to maximize value from technology and subject-matter expertise
• Improve developer experience and delivery efficiency
• Advance technology platforms through innovation
• Reduce risk and improve quality through enterprise architecture, governance, consistency, integration, and automation

Senior Product Owner – Tech Delivery

Manager

• Work with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers
• Evaluate, design, construct, manage, and monitor discretionary portfolios
• Manage asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
• Collaborate with teammates to deliver integrated solutions including equities, fixed income, alternative investments, and Specialty Asset Management
• Review investment performance and anticipated market changes with clients based on economic and industry analysis
• Stay current on Chief Investment Office recommendations, market conditions, and economic trends to anticipate and mitigate investment risks
• Develop meaningful client relationships while demonstrating care, skill, diligence, and ethics
• Help drive client retention and business development
• Mentor associates

Portfolio Manager, III

• Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
• Accurately and efficiently process cash transactions as needed
• Hold deep conversations with clients to understand their 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 and guidelines and comply with 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

• Provide comprehensive advice and customized solutions to clients to help achieve their financial goals
• Triage client leads and client requests
• Make referrals to business partners and internal service providers based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Provide coaching and feedback to referral partners
• Complete required licenses and trainings
• Comply with SAFE Act registration requirements when engaged in residential mortgage loan originations

General

• Analyze and manage remediation of Not Permitted Technology across software and hardware components
• Plan, coordinate, and deliver component upgrades or replacements involving multiple teams
• Facilitate communication and collaboration across organizations to complete deliverables on schedule
• Complete administrative and non-technical risk, security, and compliance deliverables, including access reviews, assessments, questionnaires, and procedural requirements
• Track technical security and risk activities performed by development teams
• Work with infrastructure teams on requirements such as additional storage
• Assist with application audits and risk assessments
• Collaborate with vendors to ensure vendor applications meet bank requirements
• Maintain application data in AppHQ and other systems of record
• Assist with ad hoc application inquiries
• Manage mainframe AITs within the US Wires space and support business continuity, RISE requirements, application management, patching, and AIT governance

Application Control Specialist

• Handle medium to large projects for a Line of Business with regional or national scope
• 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 for project-related change and improvements
• Analyze current-state processes, operations, procedures, and workflows to identify pain points
• Build business cases for improvement recommendations and drive implementation execution
• Coordinate defined project tasks, track deliverables and statuses, and measure progress against success measures
• Partner with operations management to create project impact and provide direction and guidance to 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
• Provide analytical support for internal control discipline and operational excellence

Operations Project Consultant

• Execute and oversee Digital Payments operational metrics across Bill Payments and Transfers products
• Ensure timely and consistent monitoring and reporting across the portfolio
• Design, enhance, and proactively evaluate metrics and key risk indicators
• Identify emerging risks, assess control effectiveness, and drive continuous improvement
• Partner with Product Owners and business stakeholders to develop metrics and monitoring capabilities
• Align monitoring with evolving products, customer experiences, and risk priorities
• Lead issue identification, investigation, and resolution efforts
• Coordinate corrective actions and track outcomes to completion
• Collaborate with Product, Technology, Operations, Risk, Compliance, Legal, and other cross-functional partners
• Implement effective monitoring frameworks and support business objectives
• Ensure risk mitigation strategies remain effective

Digital Manager – Bill Payments & Transfers Business Controls

• Facilitate direct end-to-end relationships with one or more Treasury Sales Officers for Private Bank clients
• Manage and grow assigned portfolios domestically and globally
• Support treasury sales activities from sale through implementation
• Coordinate the Client Management Process, including planning, client calls, meetings, follow-up, and revenue/pathway tracking
• Coordinate industry, prospect, and client research for pre-call planning
• Maintain accurate sales data across deal pipelines, client plans, call reports, pricing, and rates
• Produce client and portfolio analysis covering profitability, revenue performance, product usage, balance trends, and variance analysis
• Partner with AML and onboarding teams to coordinate KYC onboarding for new legal entities
• Develop strategies, proposals, and pitchbooks for client and prospect engagements
• Complete price and cost-benefit analysis models and support non-standard pricing
• Partner with product specialists and support partners to grow revenue and deepen relationships
• Support client implementation, onboarding, and training
• Participate in in-person calling and direct sales opportunities
• Manage escalated service issues with appropriate resources
• Prepare analysis and presentation materials for client meetings
• Complete card agreements and gather documentation for implementation

Treasury Sales Associate

• Manage a financial center and its employees on a day-to-day basis
• Operate as a business owner and foster a team environment
• Instill an effective client-centric and risk culture
• Help clients achieve their financial goals
• Ensure operational excellence and cohesive effectiveness
• Develop talent, including proactive sourcing of candidates
• Manage client traffic, route clients appropriately, and foster client retention
• Manage business results through formalized management routines and coaching
• Create a world-class client experience environment
• Manage market-level initiatives prescribed by market leaders
• Drive operational excellence by engaging employees on business strategy
• Manage organizational priorities and effective execution
• Champion opportunity and inclusion
• Manage processes and data using data-driven decisions and continuous improvement
• Communicate enterprise priorities and connect contributions to business results
• Lead identification, escalation, and resolution of potential risks
• Coach and develop team members
• Manage expenses and demonstrate an owner's mindset
• Recruit, onboard, and develop talent and support talent mobility
• Deliver business results through effective team management, structure, and routines

Financial Solutions Advisor

Treasury Sales Client Officer II – East

Treasury Sales Client Officer

Global AML Operations – Business Control Manager

Digital Director – Bill Payments & Transfers Operations

Senior Banker II

Senior Product Owner – Tech Delivery

Portfolio Manager, III

Relationship Banker

Financial Solutions Advisor

Application Control Specialist

Operations Project Consultant

Digital Manager – Bill Payments & Transfers Business Controls

Treasury Sales Associate

Financial Center Manager