Bank of America

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

• Manage the end-to-end testing lifecycle for releases, business as usual, and enterprise initiatives
• Own test planning and approvals, execution oversight, status and reporting, change control coordination, site scheduling, and deployment/post-install validation
• Coordinate daily testing initiatives and core functionality testing
• Coordinate testing activities with User Acceptance Testers, production operations, Line of Business contacts, and project resources
• Provide technology partners with artifacts for Base support user configuration updates
• Support implementation of products/services and operational solutions
• Perform postproduction validation
• Attend project roadmap calls and determine testing needs based on project scope
• Execute tests and communicate results to front line units, support partners, and management
• Create test plans and UAT scripts and escalate testing defects
• Provide strong risk management oversight of the operations area
• Analyze current-state processes, operations, procedures, and workflows to identify pain points and solutions
• Coordinate project tasks, track deliverables and statuses, and measure progress
• Establish stakeholder relationships, communicate updates, and escalate issues
• Create and maintain comprehensive project documentation
• Identify improvement opportunities and support change execution

Operations Project Consultant – Document Fulfillment Services

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

Financial Planning and Analysis

• Provide comprehensive advice and customized solutions to clients to help achieve financial goals
• Triage client leads and make referrals to business partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals and recommend products
• Build financial plans using brokerage products such as stocks, bonds, mutual funds, annuities, 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
• Complete required licenses and trainings
• Manage residential mortgage loan originations subject to SAFE Act requirements

Financial Solutions Advisor

• 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

Sales

• Lead product experts supporting Global Payments Services in client engagements, account management, complex and high-dollar deals, and emerging solution opportunities
• Manage and pursue treasury revenue streams and product penetration across an assigned portfolio of Commercial Banking entities
• Pursue 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 partners
• Drive adoption of mobile, digital, and real-time payments
• Lead strategic client dialogues using best practices, peer benchmarking, industry analytics, and solution positioning
• Drive revenue and product growth, client calling initiatives, portfolio development, pricing, RFP/RFI responses, call preparation, and client-facing treasury presentations
• Evaluate treasury solutions through client-focused cost/benefit analysis and bank-focused profitability analysis
• Develop and deepen client relationships by identifying client needs
• Develop customized treasury solutions with bankers and product specialists
• Lead pricing and negotiation discussions for treasury management products
• Coach and mentor Treasury Analysts and work with Servicing and Implementation teams to support client needs and deliver solutions

Treasury Sales Officer

Associate

• Provide client service support to potentially multiple Financial Advisors
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor's business
• Customize solutions based on specific client and advisor needs
• Serve as the most frequent point of contact within Merrill to address clients' service needs
• Educate bank clients on service and banking offerings
• Ensure timeliness, accuracy, and completeness in client materials
• Follow up on client and Financial Advisor requests
• Help ensure practices align with bank policies and procedures
• Protect bank clients and manage risk
• Identify, deepen, and maintain client relationships
• Promote incorporation of banking into clients' day-to-day practices and communicate outputs to the Financial Advisor
• Support day-to-day team activities and cover roles during absences or seasonal increases in need
• Lead with a client-first mindset

Wealth Management Client Associate

Banker

• 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

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

Human Resources

• Support HR analytics, reporting, and data governance needs for lines of business and functional areas
• Identify and resolve employee data issues while minimizing organizational risk
• Manage, create, and enhance standard reporting deliverables, presentations, and analyses
• Manage operational metrics used by HR leaders to optimize resource efficiencies
• Develop and enhance data management tools, queries, and processes, including automation of data mining and analytics
• Evolve analytical frameworks to help stakeholders identify emerging risks from HR data
• Partner with HR, Finance, and business leaders to provide workforce insights and reporting for planning, hiring strategies, and resource optimization
• Translate complex workforce data into clear, action-oriented insights and executive-ready storytelling
• Liaise between the business and HR to create reporting solutions, monthly reports, dashboards, automation, standardization, and process improvements

HR Analytics Consultant II, Data Governance

• Act as 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
• Deliver integrated treasury solutions across the entirety of project scope
• Partner with client-facing teammates on sales opportunities and provide product expertise and consultation
• 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 and deepen client relationships
• Direct service and fulfillment requests to relevant teams and keep stakeholders updated
• Identify cross-sell opportunities through client-driven scope expansions
• Serve as the client’s single point of contact through implementation and testing of multiple products
• Facilitate internal and external client calls and bridge project plans across payment solutions and fulfillment teams
• Drive process improvement, operational excellence, and successful project completion while resolving escalations
• Troubleshoot, research, and resolve complex internal client team requests
• Maintain project plans, meeting documentation, and action items; ensure delivery dates are met
• Validate services meet client expectations post-implementation and hand off to Client Services

Treasury Sales Client Officer

• 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
• Lead issue identification, investigation, and resolution when metrics indicate potential problems
• 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
• Support treasury sales processes for Private Bank clients and develop domestic and international revenue-growth strategies
• Coordinate industry, prospect, and client research and support 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 client readiness and KYC onboarding
• Coordinate the Client Management Process, including planning, calling efforts, meetings, follow-up, revenue, and pathway tracking
• Develop strategies, proposals, and pitchbooks for pre-call planning
• Complete price and cost-benefit analysis models and support non-standard pricing
• Partner with Product Specialists and support teams to grow revenue and deepen relationships
• Support implementation, client onboarding, and training activities
• Participate in in-person calling and ad-hoc 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 I

• Generate the product vision and roadmap aligned with business or technology strategy
• Communicate product vision and roadmap to stakeholders and teams and drive user adoption
• Collaborate with stakeholders to understand needs and align priorities
• Prioritize and create work for multiple teams with cross-functional partners
• 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 enable efficient delivery of industry-leading solutions with appropriate controls
• Advance technology platforms through innovation
• Reduce risk and improve quality by aligning to enterprise architecture and governance standards
• Lead portfolio strategy, prioritization, design process, and execution for the AI/SDLC program
• Shape enterprise software delivery platforms and capabilities while balancing customer needs, governance, operating model effectiveness, and business value
• Lead user experience and design for the program or portfolio, establishing design goals and providing guidance and feedback
• Facilitate innovation, design thinking, and design studio workshops
• Align cross-functional stakeholders and drive portfolio decisions to deliver scalable, standardized, high-impact capabilities

• Uncover personal banking needs of individual and small business clients
• Recommend appropriate products, services, and solutions and connect clients with specialists
• Balance service requests and transactional activities, including in-person and inbound call delivery
• Build and deepen client relationships through needs discovery and follow-up
• 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 needs for licensed sales functions and refer clients to Merrill, Lending, and Small Business partners
• Quote rates, terms, and programs for banking solutions
• Manage risk in business, product, and service transactions
• Handle increasingly complex financial client engagements
• 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, guidelines, and regulatory requirements for activities such as account opening, account maintenance, and Digital Assisted Shopping

Global AML Operations – Business Control Manager

Operations Project Consultant – Document Fulfillment Services

Senior Product Owner – Tech Delivery

Financial Solutions Advisor

Financial Solutions Advisor

Treasury Sales Officer

Wealth Management Client Associate

Relationship Banker

Portfolio Manager, III

HR Analytics Consultant II, Data Governance

Treasury Sales Client Officer

Digital Manager – Bill Payments & Transfers Business Controls

Treasury Sales Associate I

Senior Product Owner – Tech Delivery

Senior Banker II