Bank of America

Financial Planning and Analysis

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time
• Build knowledge through a defined consultative approach to identify client needs and appropriate solutions
• Cultivate, build, and manage client relationships
• Provide comprehensive advice and conduct client reviews and presentations
• Recommend strategies to help clients achieve financial goals and life priorities
• Collaborate with banking and investment partners
• Connect clients with Bank of America and Merrill banking and investment solutions
• Interact with banking customers, small business owners, and higher-net-worth clients
• Work initially at a financial center and potentially in a phone-based capacity until a permanent financial center is determined
• Progress through Financial Solutions Advisor development stages and potentially advance into roles within Bank of America and Merrill

Financial Solutions Advisor

• Provide comprehensive advice and customized solutions to clients to help achieve financial goals
• Build financial plans using brokerage products such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds
• Meet with clients to review financial and investment goals and recommend products
• Identify and engage potential new clients through referrals or financial center clientele
• Mitigate and control risk as part of daily activities
• Apply and expand knowledge by completing required licenses and trainings

Financial Solutions Advisor – Consumer Investments

Banker

• 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 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

Relationship Banker

Analyst

• Facilitate parts of the credit underwriting and/or monitoring process for new and existing clients
• Support cross-border booking, cross-border regulatory compliance, subsidiary lending, performance-based underwriting portfolio support, and/or covenant compliance
• Analyze qualitative and quantitative data, including client financials, covenant compliance, collateral documentation, and policy/procedure requirements
• Complete credit analysis and evaluate risks
• Write financial analysis using various tools and systems
• Analyze financials, projections, industry data, covenant compliance, collateral, and policy requirements to align with the bank’s risk appetite

Commercial Credit Analyst I

• Engage clients in the lobby and educate them on self-service banking resources
• Assist clients 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 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 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 for clients
• 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 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 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 in-depth 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, guidelines, 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

• 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
• Proactively connect with clients through outbound calls and consistent 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
• Leverage 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 in accordance with bank interests, client needs, and regulatory requirements

Senior Banker

• 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 in-depth conversations with clients about their 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 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 for clients
• Have deep conversations with clients to understand their 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 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

• Engage clients in the lobby and educate them on self-service banking resources
• Assist clients with mobile banking, online banking, ATM, and other transactions
• 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 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
• 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, 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 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 network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Strategy

• Guide the strategic direction of enterprise-wide initiatives to drive transformation and performance across business segments
• Provide strategic guidance to senior managers and engage executive stakeholders to align priorities and ensure successful program execution
• Foster collaboration across product, channel, and operations teams for integrated delivery of initiatives
• Ensure governance frameworks are followed and deliver measurable outcomes through disciplined execution and performance tracking
• Drive innovation and lead change initiatives that enhance enterprise capabilities and support continuous improvement
• Model an inclusive environment for employees and clients
• Demonstrate process knowledge, operational excellence, data-based decision making, and continuous improvement
• Communicate enterprise decisions, purpose, and results and connect them to team strategy and priorities
• Ensure risk discipline, controls, and culture are in place
• Coach and provide feedback to improve performance
• Manage expenses and budgets in alignment with objectives
• Assess talent and build organizational bench strength
• Deliver business outcomes through prioritization, inspection, and delegation

Business Strategy & Intelligence Manager – Specialized Consumer Client Solutions

• Support development and execution of strategic initiatives and processes aligned to functional and business priorities
• Help shape and execute the CFO organization’s AI and finance innovation strategy
• Define tool strategy and advance AI agents and other use cases
• Build workforce capabilities and put effective tools in the hands of CFO associates
• Translate business priorities into roadmaps of capabilities, tools, pilots, and scalable solutions
• Evaluate AI tool options, clarify intended use, and coordinate dependencies and decision points
• Develop approaches to build AI fluency and practical skills across the CFO workforce
• Partner with the Academy, change management, business leaders, Technology, Data Management, risk and control teams, and other enterprise groups
• Create executive-ready recommendations, roadmaps, updates, and decision materials
• Track progress, risks, adoption, and impact; identify issues and drive action
• Perform analytics, assessments, and interpretation of data to identify opportunities and measure outcomes

Financial Solutions Advisor

Financial Solutions Advisor – Consumer Investments

Relationship Banker

Commercial Credit Analyst I

Relationship Banker

Relationship Banker

Relationship Banker

Senior Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Business Strategy & Intelligence Manager – Specialized Consumer Client Solutions

Business Strategic & Initiatives Manager – Finance Innovation, AI Strategy