Bank of America

Financial Planning and Analysis

• 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

Business Strategic & Initiatives Manager – Finance Innovation, AI Strategy

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 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
• 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

Relationship Banker

AI Engineer

• Define the architectural vision and solution supporting strategic outcomes for business products and services
• Define the target operating environment, design for client resiliency, assist with solution design, and define non-functional requirements
• Work with stakeholders and service providers aligned to strategic objectives
• Evaluate the impact of strategic design decisions and contribute to the architecture roadmap
• Define enterprise AI architecture strategy, standards, governance models, and decision frameworks
• Establish reusable architecture patterns, reference architectures, templates, and guardrails for responsible AI adoption
• Design and govern enterprise AI agents, multi-agent systems, orchestration models, workflow automation, and human-in-the-loop controls
• Guide AI platform, model, and solution architecture decisions across Microsoft Copilot Studio, Azure AI, Orchestra, and emerging AI capabilities
• Define patterns for RAG, vector databases, semantic retrieval, enterprise knowledge architectures, and AI-ready data access
• Establish standards for model integration, evaluation, observability, lifecycle management, explainability, and trustworthiness
• Define integration architectures across APIs, events, MCP, AI platforms, and agent-to-agent communication frameworks
• Embed security, risk, compliance, identity, access management, data protection, and policy enforcement into AI architecture designs
• Evaluate trade-offs across scalability, resilience, governance, security, performance, and business value
• Lead enterprise AI adoption through stakeholder engagement, visual communication, architect enablement, mentoring, and long-term AI strategy development
• Create solution intent and architectural vision for complex solutions and prioritize functional and non-functional requirements
• Contribute to architecture roadmaps, best practices, and standardized templates
• Facilitate solution-driven discussions, lead complex architecture designs, and develop proof of concepts
• Educate team members on technology practices, standardization strategies, and best practices
• Support technology-stack and product selection
• Perform design and code reviews to ensure non-functional requirements are met

Senior Architect – AI

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

Security Engineer

• Define and lead the AI security strategy and standards for securing AI/ML systems across their lifecycle, including data, models, APIs, and integrations
• Identify and mitigate AI-specific risks such as model abuse, prompt injection, data leakage, and model theft
• Embed security and governance into AI development, deployment, and third-party usage
• Partner with engineering, risk, and business teams to operationalize secure AI practices
• Conduct threat modeling, control validation, and continuous monitoring aligned with regulatory and enterprise risk frameworks
• Define security requirements for secure AI use
• Document traceability between control requirements, risks, and applicable governance frameworks
• Monitor internal and external information security trends and keep leadership informed

AI Security Standards Architect

Product Manager

• Lead development of new digital asset projects and solutions from concept through launch and ongoing enhancements
• Support cross-functional product development across Technology, Operations, Risk, Legal, Compliance and other stakeholders
• Partner with technology and external ecosystem participants to define solution architecture, integrations and implementation requirements
• Develop detailed product requirements, business cases and implementation plans
• Manage product development milestones, dependencies, risk and compliance deliverables
• Ensure solutions address scalability, client experience, operational readiness and commercialization
• Monitor developments in digital assets, payments and financial infrastructure and identify implications for the product roadmap
• Translate client needs, market opportunities and strategic priorities into product requirements, solution designs and development roadmaps

Digital Assets Product Manager

Project Manager

• Translate complex business initiatives into clear, actionable messaging for associates and leaders
• Develop and maintain initiative-related content, toolkits, guides, FAQs, leader resources, and reference materials
• Partner with subject matter experts to gather, validate, and simplify information for end-user consumption
• Manage content publication schedules and ensure timely delivery of key updates
• Monitor engagement, adoption, and effectiveness of messaging and resources
• Drive consistency in voice, format, and quality across associate-facing materials
• Support readiness forums and routines through preparation of materials and updates
• Identify opportunities to improve content delivery through technology, automation, and AI-enabled solutions
• Serve as a trusted partner to initiative owners and business stakeholders
• Lead change-related initiatives supporting line-of-business priorities

Senior Operations Project Manager – Business Banking Initiatives, Execution

• Conduct quantitative analytics and modeling projects for business units or risk types
• Develop new models, analytical processes, and systems approaches
• Create technical documentation for internal and regulatory purposes
• Work with Technology staff to design systems that run developed models
• Perform end-to-end market risk stress testing, including scenario design, implementation, results consolidation, reporting, and analysis
• Support quantitative work-priority planning aligned with bank strategy
• Identify continuous improvements through model development and validation reviews
• Support model development and model risk management across focus areas
• Provide methodological, analytical, and technical guidance for development and validation projects
• Work with model stakeholders and senior management on submission and validation outcomes
• Perform statistical analysis on large datasets and interpret qualitative and quantitative results
• Enhance Wholesale and Consumer loss forecasting models and develop new models
• Contribute across the full model development lifecycle and regulatory alternative and champion models
• Develop and build modeling solutions based on stakeholder requirements
• Implement models using well-written, governed Python code
• Promote and meet GRA best practices for model development, implementation, and monitoring

Quantitative Finance Analyst

Analyst

• Serve as the primary escalation point for clients in an assigned portfolio
• Identify, analyze, and resolve client issues
• Expand client awareness of available self-servicing options
• Deepen existing client relationships and optimize the client experience
• Support client retention
• Provide multi-platform support across 5–10 processing platforms
• Educate clients on products and reconciliation tools
• Handle billing and invoices
• Manage new location setup and entitlement changes through boarding processes
• Provide transaction authorization and processing information
• Resolve chargebacks, collection, escrow, and pending items
• Handle equipment inquiries and issues
• Resolve funding delays or missing payments
• Troubleshoot, diagnose, and resolve authorization, funding, reporting, network, connectivity, and file transmission issues
• Address rejects, duplications, reversals, and special processing issues
• Manage reporting
• Communicate with and collaborate with internal and external stakeholders
• Escalate issues as needed

Merchant Portfolio Analyst – MPA

• Advance strategic initiatives enhancing the associate experience through the Client Engagement Workstation and next-generation AI capabilities
• Define and execute the Private Bank's AI strategy and roadmap
• Plan, deliver, and evolve the AI Wealth Assistant
• Shape the vision for AI-enabled associate experiences and identify high-value use cases
• Prioritize capabilities and manage the AI ideation pipeline
• Evaluate business processes and data requirements to identify opportunities for artificial intelligence and emerging technologies
• Establish a multi-year roadmap aligning business priorities, platform investments, and AI innovation
• Translate strategic objectives into business requirements, user stories, and scalable solutions
• Support initiatives through design, testing, implementation, adoption, and continuous improvement
• Drive platform modernization, AI-enabled workflow automation, and enterprise data integration
• Create and manage JIRA user stories, requirements, acceptance criteria, and testing outcomes
• Lead testing, issue resolution, validation, UAT, training, communications, and post-implementation activities
• Partner with business stakeholders, product owners, technology teams, and development teams
• Monitor project progress, risks, and dependencies and drive timely resolution
• Contribute to platform enhancements improving associate productivity, client engagement, and business outcomes

Business Strategy and Initiative Manager

Administration

• Prepare and review documentation according to bank policies and procedures to facilitate client closings and ensure lien perfection
• Work on highly complex documentation
• Support Loan Administrators with their primary responsibilities
• Assist the Market Leader in directing workflow and performing quality assurance
• Work with company vendors, legal counsel, line partners, and clients to ensure documentation accuracy
• Ensure loan documentation and lien perfection meet bank policies and procedures
• Lead documentation, due diligence, collateral perfection, and monitoring for a specific market segment
• Review documents for accuracy, timely delivery, research requirements, and transactional information
• Review loan approvals and counsel-prepared loan documents for consistency and adherence to requirements
• Design filing and organizational processes for primary financial booking and initial loan funding
• Collaborate with Client Managers, Credit and Portfolio Officers, agency management, legal counsel, and internal operational support units

Custom Mortgage Document Administrator III – Closing Specialist

• Engage clients in the lobby and educate them about self-service resources
• Assist clients with mobile banking, online banking, and ATM transactions
• Accurately and efficiently process cash transactions
• Have 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, 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

Sales

• Lead product experts supporting Global Transaction Services in client engagements and account management
• Close complex and high-dollar deals and pursue emerging solution opportunities with strategic clients
• Participate as product sales or industry expert in client calls
• Identify opportunities, influence solutions, and drive collaboration across product, sales, and client relationship teams
• Manage and pursue treasury revenue streams and product penetration across assigned portfolios
• Pursue client prospect opportunities outside the assigned portfolio when applicable
• Partner with Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and other enterprise teams
• Drive adoption of mobile, digital, and real-time payments
• Lead strategic dialogues on client-centric issues using best practices, peer benchmarking, and industry analytics
• Advise complex not-for-profit healthcare and private higher education companies as a working capital, financial technology, and trusted advisor
• Engage C-suite executives and Revenue Cycle teams on healthcare, not-for-profit, and higher education issues
• Lead industry speaking engagements and create client/prospect events
• Advise on payments, receipts, liquidity, card solutions, revenue cycle solutions, and eCommerce strategies
• Drive Solutions Per Relationship expansion
• Own revenue and product growth, client calling, portfolio development, pricing, RFP/RFI responses, call preparation, and client-facing treasury presentations
• Evaluate treasury solutions using client-focused cost/benefit and bank-focused profitability analyses
• Lead pricing and negotiation discussions to optimize profitability and year-over-year growth
• Coach and mentor Treasury Analysts
• Work with Servicing and Implementation teams to support client needs and deliver solutions

Treasury Sales Officer II – Global Payment Solutions

General

• Oversee the design and effectiveness of the risk and control environment supporting Client Operational Services
• 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 to enhance employee performance and control effectiveness
• Perform QA activities, including executing controls, managing cases, and reporting results
• Identify potential testing automation, procedural updates, thematic trends, test script updates, and coaching opportunities
• Support research and management for regulatory exams, internal audits, monitoring, and inspection reviews
• Evaluate inspection metrics for governance dashboard reporting
• Review client and party screening for adherence to Laws, Rules, and Regulations
• Manage complex client types and collect enhanced due diligence
• Analyze and review clients within Global AML Operations’ purview
• Support audit, exam, and testing processes, including preliminary research and response tracking
• Implement process improvements or remediation plans to drive efficiency and control sustainability
• Coordinate with support teams and stakeholders for end-to-end process engagement and resolution of monitoring cases
• Identify and mitigate risk through activity monitoring processes

Senior Business Control Specialist – Life Cycle Management

Insurance

• Assist in providing risk oversight and advice to the Line of Business on risk management issues
• Monitor and adhere to risk management policies, limits, standards, controls, metrics, and thresholds
• Assist with risk framework activities, including independent monitoring and testing of controls and risk management processes
• Recognize and address credit, market, operational, and compliance risks
• Perform Consumer post approval underwriting reviews for New Account Acquisition and Existing Account Credit
• Schedule monthly reviews, execute processes, and prepare reporting
• Create monthly reporting on Credit Risk themes and trends within frontline units and at enterprise level
• Present findings and reporting to various levels of management
• Maintain and schedule Credit Risk reviews across Consumer products
• Identify opportunities for automation, efficiency, and process innovation
• Assist in driving processes toward a more operationally efficient future state
• Establish and oversee risk management governance structure for the Line of Business
• Liaise with businesses to understand market trends and portfolio impacts
• Support management of risk requests, breach remediations, and effective challenges for frontline units
• Analyze Consumer Underwriting decisions to validate policy, standards, procedures, and sound decision-making adherence
• Develop and maintain relationships with frontline units, risk and control partners, and Executive management
• Report on adherence to policies, standards, and procedures
• Create detailed monthly reporting packages for the Consumer Post Approval Review team
• Include issue action-plan development and remediation in reporting packages
• Participate in PAR cross-training across other Consumer products

Business Strategic & Initiatives Manager – Finance Innovation, AI Strategy

Relationship Banker

Senior Architect – AI

Business Strategy & Intelligence Manager – Specialized Consumer Client Solutions

AI Security Standards Architect

Digital Assets Product Manager

Senior Operations Project Manager – Business Banking Initiatives, Execution

Quantitative Finance Analyst

Merchant Portfolio Analyst – MPA

Business Strategy and Initiative Manager

Custom Mortgage Document Administrator III – Closing Specialist

Relationship Banker

Treasury Sales Officer II – Global Payment Solutions

Senior Business Control Specialist – Life Cycle Management

Senior Risk Management Specialist