Bank of America

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

Banker

• 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

Relationship Banker

Account Manager

• 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

Account Management Ops Analyst – Loan Management

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
• Process cash transactions accurately and efficiently
• 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 client relationships to meet financial needs
• Follow established processes and guidelines while complying with 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 to 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
• 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

• Serve as the first point of contact for financial center clients
• Uncover personal banking needs of individual and small business clients
• Offer appropriate banking solutions and connect clients to specialists
• Deepen client relationships through platform services
• Support clients with self-service and transactional activities
• Provide exceptional client care and conduct outbound calls
• Perform consistent client follow-up routines
• 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
• Open accounts, perform account maintenance, and conduct Digital Assisted Shopping in compliance with established processes and laws
• Manage client interactions while meeting regulatory requirements

Senior 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 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 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 them 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 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 network
• 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 with solutions aligned to 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 complying with applicable 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

• 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 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 relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts 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 to educate and assist them with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Have 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 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 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 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 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 networks 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

Business Analyst

• Provide risk analysis and oversight on risk management issues
• Identify risks and implement measures to prevent and mitigate losses
• Monitor risk outcomes across credit, market, operational and compliance risk categories
• Support governance, quality assurance, and operational processes within the Risk Rating Group
• Coordinate between the Risk Rating Group, business partners, and Enterprise Credit stakeholders
• Partner with Reporting and Governance Manager and Risk Executives to analyze key risks
• Prepare committee materials and provide feedback for executive and board-level audiences
• Coordinate committee logistics and meeting preparation
• Provide risk analysis and reporting to committees
• Establish and maintain risk management procedures and standards
• Manage the Default Validation process end-to-end
• Monitor performance metrics, service levels, and process outcomes
• Coordinate resolution of questions, exceptions, and process inquiries
• Lead Scorecard Quality Assurance and coordinate review activities
• Analyze QA findings and trends and communicate results to leadership
• Own Single Process Inventory and Process Owner Portal governance processes
• Maintain governance tools, attestations, process documentation, procedure guides, operating instructions, and training materials
• Support process improvements and promote continuous improvement, strong governance, and effective risk management

Risk Rating Governance and Process Management Analyst

• 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 opportunities for process improvement
• Conduct research, follow-up, and resolution of complex routine research requests
• Review detailed documents or client account information for accuracy and completeness
• Conduct risk assessments and apply risk mitigation steps according to established guidelines and procedures
• 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 about errors or reporting via phone and email
• Independently manage a caseload and prioritize tasks according to due dates and other factors
• Understand end-to-end process flows, process controls, process risks, and upstream/downstream impacts

General

• Manage clients and related credit products
• Partner with relationship management, sales/trading, treasury management, operations and risk teams
• Underwrite, monitor, and manage operational needs and client requests
• Administer, monitor, review, and analyze 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 under Bank of America’s Credit Policy and guidelines
• Respond to senior credit and risk management inquiries
• Interact with originators, credit underwriting, risk management, engineering support, modelling, legal officers, and clients
• Review and negotiate transaction document modifications and restructurings
• Assess clients’ credit needs and create solutions
• Lead loan structure conversations and negotiate loan documentation
• Drive credit and risk approval processes for originations, renewals, increases, and modifications
• Monitor client portfolios for regulatory, policy, and procedural compliance
• Perform project performance and financial reviews
• Monitor transaction counterparties and ensure compliance with transaction agreements
• Evaluate and process consent requests, amendments, waivers, and extensions

Process Design Consultant II

Relationship Banker

Account Management Ops Analyst – Loan Management

Relationship Banker

Relationship Banker

Senior Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Risk Rating Governance and Process Management Analyst

Account Management Ops Analyst – Loan Management

Credit Officer I – Global Infrastructure Credit