Bank of America

Banker

• 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

Relationship Banker

Infrastructure Engineer

• Design tools and services within a technical domain that enable business strategies and comply with architectural governance, standards, and policies
• Create infrastructure tools and integrate them as services
• Facilitate deployment of technical solutions by developing templates, playbooks, and automation
• Improve efficiency in implementing and maintaining tools and services
• Configure, maintain, and support IBM System Automation for z/OS and GDPS-CA technology
• Support the IBM System Automation z/OS, Automation NETVIEW, and GDPS-CA tool set, including associated automation processes, programming, and policy databases
• Develop programs in REXX and PIPES for automation initiatives
• Provide technical leadership and technical knowledge as a team member and individual contributor
• Participate in on-call support
• Provide subject matter expertise and consulting across a range of technologies
• Assist Technical Analysts and Infrastructure Engineers with enterprise system design and engineering compliance
• Translate business requirements into technical definitions, reference models, blueprints, and deployment playbooks
• Evaluate reference models, blueprints, and playbooks for fitness for purpose
• Develop software solutions for manual, repeatable, or inefficient processes
• Conduct on-site evaluations of third-party products considered for firm adoption
• Contribute to functional and non-functional product evaluation requirements

Mainframe z/OS Infrastructure Engineer II

• 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
• Have deep conversations with clients to understand financial and life priorities
• Connect clients to solutions aligned with their financial goals
• Execute the bank's risk culture and pursue 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

Administrative Assistant

• Provide diverse and confidential administrative support, including extensive calendar management
• Support management with administrative tasks
• Coordinate travel arrangements and process expense reports
• Gather and report information relevant to executives
• Respond to incoming mail
• Organize in-person meetings and off-sites
• Communicate with executives and line management to gather and convey relevant information
• Answer manager phone lines, document accurate messages, and handle calls appropriately
• Proactively manage multiple executives’ calendars and resolve conflicts
• Arrange travel, expense reports, meetings, and appointments
• Prepare meeting minutes, meeting documents, and presentation materials
• Prepare correspondence, reports, and forms for leaders
• Answer questions, research, and resolve problems for internal and external clients
• Liaise with outside groups coordinating events where the executive is a corporate chair, director, or committee member
• Handle high-level client contact and sensitive information with tact, diplomacy, and judgment

Administrative Assistant III – Private Bank

Account Manager

• Perform onboarding and maintenance of accounts and review required account documentation
• Respond to client inquiries via numerous channels
• Perform basic research, follow-up and resolution of routine research requests
• Identify potential issues in daily operational tasks and escalate risk concerns
• Provide general operational support, including handling inbound calls, mail sorting, and mail distribution
• Review and approve required account documentation
• Conduct risk assessments and apply risk mitigation steps
• Research and resolve data issues using documented procedures and troubleshooting guides
• Respond to internal business partner inquiries via phone and email
• Manage a caseload by prioritizing tasks according to due dates and other factors
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts

Account Management Ops Representative – Loan Management

Business Development Rep

• Support originating new asset based lending credit facilities for companies $50MM+ in revenue
• Acquire profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understand and interpret financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborate with internal bank partners to deliver asset based lending solutions to clients and prospects
• Lead and facilitate dialogue with complex clients and prospects on industry, alternative capital structures, and general business issues
• Develop leadership skills through coaching and mentoring from peers
• Adapt to changes in sales practices and broader market and industry conditions
• Source new financing opportunities and lead deal teams through transaction analysis, approval, and execution phases
• Work on sole lender, club, and widely syndicated ABL transactions
• Develop external referral networks and internal referral networks with relationship managers and credit product partners

Senior Business Development Officer – Asset Based Lending

General

• Drive and execute internal control discipline and operational excellence within a Line of Business or Enterprise Control Function
• Provide analytical and administrative support for business-specific processes and tools
• Monitor and test controls by evaluating data to identify issues and control improvements for remediation
• Implement optimized controls and enhanced Quality Assurance practices to support business continuity
• Conduct and coordinate quality inspection reviews
• Perform QA activities, including executing controls, managing cases, and reporting results
• Identify testing automation opportunities, procedural updates, thematic trends, test script updates, and coaching opportunities
• Support regulatory exams, internal audits, monitoring, and inspection reviews
• Evaluate inspection metrics and support governance dashboard reporting
• Create, gather, and organize data and documentation
• Partner with stakeholders on metrics status reporting and mitigation/action plans
• Input data into systems such as CIMA and ORCIT
• Provide robust reporting on the risk landscape for the Chief People Organization

Senior Business Control Specialist

Financial Planning and Analysis

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time
• Learn foundational advisor skills, including acquiring, building, and managing client relationships
• Consider clients’ complex financial pictures and provide advice and solutions
• Work in a financial center to deliver core banking, investment solutions, and client care
• Use a defined consultative approach to identify client needs and appropriate solutions
• Build a network with banking customers, small business owners, and higher-net-worth clients
• Provide comprehensive advice and deliver client reviews and presentations
• Recommend strategies to help clients achieve financial goals and life priorities
• Collaborate with core banking and investment partners
• Connect clients with Bank of America and Merrill solutions
• Progress toward Financial Solutions Advisor Stage II and future roles within Bank of America and Merrill

Financial Solutions Advisor

Security Engineer

• Create and maintain the team's application vulnerability portfolio
• Drive remediation of application vulnerabilities within the Bank's risk appetite and aligned timeframes
• Respond to AI-identified application vulnerabilities
• Attend report-out calls following security assessments
• Track vulnerabilities in the system of record through resolution
• Update vulnerability statuses and assist application or vendor managers with technical and process queries
• Create periodic risk metrics
• Oversee and lead daily ARG BAU activities
• Lead the ARG team and act as proxy manager when required
• Balance vulnerability distribution among ARG team members
• Configure the system of record to support portfolio visibility and timely action alerts
• Escalate and represent ARG on incident calls related to application vulnerabilities, especially P1s
• Own ARG actions and collaboration for assigned issues
• Work with CST technology teams to maintain and enhance the system of record
• Represent ARG on system-of-record technology calls and validate break/fix activities
• Manage the ARG BAU process for unmasked corporate account details
• Create and maintain ARG process, procedure, and training documentation
• Configure application access packages for new ARG team members in ARM
• Create and quality-assure monthly risk metrics for manager and board level reporting
• Train and onboard new ARG team members

Cyber Security Application Remediation Governance Analyst

• Manage a team of Financial Center Managers and Relationship Managers
• Drive local strategies and tactics for client experience, relationship growth and operational excellence
• Work across the organization to develop business knowledge and cultivate one-team partnership
• Champion organizational vision and values to drive business results
• Communicate, influence and lead through change
• Manage time and priorities to maximize impact and reduce variability
• Manage risk, mitigate escalations and identify resolutions
• Manage strategic partnerships across the organization
• Drive the client experience
• Demonstrate professionalism, confidence and respect with internal and external stakeholders
• Model an inclusive environment for employees and clients
• Demonstrate process knowledge, operational excellence, innovation and data-based decision-making
• Communicate enterprise decisions, purpose and results and connect them to team strategy
• Ensure risk discipline, controls and culture identify, escalate and debate issues
• Inspect, coach and provide feedback to improve performance
• Manage expenses and budgets aligned with objectives
• Assess talent and build bench strength
• Deliver business results through prioritization, inspection and delegation

Business Market Leader

• Review detailed documents and client account information for accuracy and completeness
• Identify and resolve discrepancies and approve or decline requests according to established guidelines and procedures
• Conduct risk assessments and apply appropriate risk mitigation steps
• Research and resolve data issues using documented procedures and troubleshooting guides
• Engage support partners and escalate complex issues to leadership when necessary
• Respond to internal business partner inquiries by phone and email
• Manage a caseload by prioritizing tasks according to due dates and other factors
• Perform onboarding and maintenance activities for client accounts
• Review and approve required account documentation
• Respond to client inquiries through multiple channels
• Perform basic research and follow-up to resolve routine requests
• Identify potential operational issues and escalate risk concerns
• Provide general operational support for daily workflow and efficiency

Account Management Ops Representative – Loan Management Operations

• Manage clients and related credit products in partnership with relationship management, sales/trading, treasury management, operations and risk teams
• Underwrite, monitor, and manage operational needs and client requests
• Perform ongoing credit administration, monitoring, review, and analysis for a designated portfolio of tax equity and debt project financings
• Support execution of tranche fundings for closed tax equity and project finance transactions
• Prepare periodic status review documents and risk rating scorecards
• Adhere to transaction management and monitoring requirements in Bank of America’s Credit Policy and guidelines
• Respond to inquiries from senior credit and risk management team members
• Interact with originators, credit underwriting, risk management, engineering support, modelling, legal officers, and clients
• Review and negotiate potential transaction document modifications or transaction restructurings
• Assess clients’ credit needs and create solutions
• Lead loan structure conversations and negotiate loan documentation
• Drive credit and risk approval processes for new originations, renewals, increases, and modifications
• Lead ongoing portfolio monitoring in compliance with regulations, policy, and procedure
• Perform periodic project performance and financial reviews
• Monitor the credit profile of key transaction counterparties
• Ensure compliance with transaction agreement terms and reporting requirements
• Evaluate and process project-related consent requests

Credit Officer I – Global Infrastructure Credit

Consultant

• Lead the Global Operations portfolio of enterprise-driven process, operational-risk, control, policy, and governance initiatives
• Translate complex enterprise policies, standards, methodologies, and program requirements into implementation strategies, milestones, stakeholder actions, training needs, and communications
• Evaluate intersections across concurrent initiatives and identify downstream impacts to processes, risks, controls, metrics, testing, data, technology, procedures, and governance
• Serve as a strategic advisor and develop practical, risk-balanced recommendations for senior leaders
• Lead complex, cross-functional programs, pilots, impact assessments, and implementation planning from concept through sustainable business-as-usual ownership
• Partner with Process Owners, Business Controls, Risk, Policy Owners, Testing, Operational Excellence, technology, and subject-matter experts
• Prioritize and sequence work, assess resource and capacity requirements, manage dependencies, track decisions and milestones, and escalate execution risks
• Develop executive presentations, decision materials, dashboards, and communications
• Facilitate governance and leadership routines and drive accountability for commitments
• Identify opportunities to simplify requirements, eliminate duplicative work, reduce rework, improve control effectiveness, and return capacity to the business
• Implement moderately complex solutions to address issues and risks, optimize efficiency, reduce variability, and improve controls, quality, and sustainability
• Gather information from Line of Business partners to identify and implement solutions
• Establish continuous process improvement using process engineering best practices and reusable technology solutions
• Use analytics and critical thinking to solve complex business problems and create structured, design-oriented solutions with business-case benefits
• Lead enterprise change-management deliverables including project charters, SIPOC, RACI process maps, risk assessments, and control plans
• May manage associates and perform people-management, risk-management, financial-stewardship, talent-leadership, and business-outcome responsibilities

Process Design Consultant II

• Engage clients in the lobby and educate and assist them 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 with solutions that meet their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build relationships with clients to meet financial needs
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Perform onboarding and maintenance of accounts and review required account documentation
• Respond to moderately complex client inquiries through multiple channels
• Review and approve required account documentation
• Identify risks and process-improvement opportunities
• Research, follow up on, and resolve complex routine requests
• Review detailed documents and client account information for accuracy and completeness
• Conduct risk assessments and apply mitigation steps
• Research and resolve data issues using documented procedures and troubleshooting guides
• Engage support partners and escalate complex issues to leadership
• Independently manage and prioritize a case load to meet due dates
• Understand end-to-end process flows, controls, risks, and upstream/downstream impacts
• Support Loan Management Account Operations in completing high-volume work within 48 hours
• Assist in training less experienced team members

Relationship Banker

Mainframe z/OS Infrastructure Engineer II

Relationship Banker

Administrative Assistant III – Private Bank

Account Management Ops Representative – Loan Management

Senior Business Development Officer – Asset Based Lending

Senior Business Control Specialist

Financial Solutions Advisor

Cyber Security Application Remediation Governance Analyst

Business Market Leader

Account Management Ops Representative – Loan Management Operations

Credit Officer I – Global Infrastructure Credit

Process Design Consultant II

Relationship Banker

Account Management Ops Analyst – Loan Management