Bank of America

Account Manager

• Provide comprehensive financial solutions to businesses with annual revenues up to $20 million
• Actively manage and deepen relationships with high-value and opportunity clients
• Support profitability growth of the business banking customer base
• Identify, develop, and drive results
• Acquire new client opportunities through prospecting, networking, and external referral sources
• Open core business accounts while adhering to procedural guidelines
• Manage the end-to-end client journey and drive sales opportunities while mitigating risk
• Identify and refer specialized small business opportunities and solutions
• Conduct small business relationship reviews
• Deliver a branded customer experience while being in the field a minimum of 80% of the time
• Foster relationships with Merchant, Practice Solutions, Treasury, and Business Banking partners
• Advise small business owners on solutions, services, and digital capabilities using credit knowledge
• Support execution of the sales delivery model for the bank’s Small Business segment
• Coach, develop, guide, and deliver feedback to associates and clients

Business Banking Relationship Manager

• Execute local market strategy in Suburban market segments
• Support Market Executives and local Presidents in driving responsible growth
• Drive market communications, project management, and community impact initiatives
• Develop internal and external relationships to further employee and community engagement
• Drive client, employee, and community engagement through event planning and execution
• Prioritize in-person visibility and strategic presence in the market
• Coordinate Bank of America Charitable Foundation funding through grant approvals, declinations, and nonprofit communications
• Manage local market volunteerism and adherence to community development service standards
• Support external and internal communication plans, including newsletters, social media, and talking points
• Execute local market assets for local brand strategy, including logos, tickets, and advertisements

Community Relations Manager – Suburban Markets

• Provide comprehensive financial solutions to businesses with annual revenues up to $20 million
• Actively manage and deepen relationships with high-value and opportunity clients
• Support profitability growth of the business banking customer base
• Identify, develop, and drive results
• Acquire new client opportunities through prospecting, networking, and external referral sources
• Open core business accounts while adhering to procedural guidelines
• Manage the end-to-end client journey and drive sales opportunities while mitigating risk
• Identify and refer specialized small business opportunities and solutions
• Conduct small business relationship reviews
• Deliver a branded customer experience, spending at least 80% of the time in the field
• Foster relationships with Merchant, Practice Solutions, Treasury, and Business Banking partners
• Advise small business owners on credit solutions, services, and digital capabilities
• Support execution of the sales delivery model for the Small Business segment
• Coach, develop, guide, and provide feedback to associates and clients

General

• Manage a team comprised of Financial Center Managers and Relationship Managers
• Drive local strategies and tactics around client experience
• Deepen and grow client relationships
• Ensure operational excellence at market and financial center levels
• 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
• Apply process knowledge, operational excellence, innovation, data-based decision-making and continuous improvement
• Communicate enterprise decisions, purpose and results and connect them to team strategy
• Ensure risk discipline, controls and culture are in place
• Provide inspection, coaching and feedback to improve performance
• Manage expenses and budgets in alignment with objectives
• Assess talent and build bench strength
• Deliver business results through prioritization, inspection and delegation

Business Market Leader

Controller

• Prepare regulatory reporting returns for locally regulated legal entities, including broker dealers, swap dealers, and other legal entities
• Prepare SEC Rule 15c3-3 regulatory reporting calculations
• Perform and document control processes
• Prepare data submissions for regulatory reporting teams
• Prepare legal entity, balance sheet, liquidity, capital, and FX reports filed with regulators
• Perform reconciliations and variance analysis for daily/monthly computations
• Prepare and review trend and analytical reporting related to Broker Dealer computations
• Work with internal controls functions and external auditors
• Assist with local regulators and other regulatory examination inquiries
• Support regulatory change projects through testing and documentation
• Support Operational Excellence initiatives to streamline process improvements

Regulatory Reporting Controller II – Registered

Risk

• Lead, coach, and develop a team of Risk Analysis Specialists
• Develop, execute, and enhance reporting to help Risk and business partners identify and manage risk
• Manage analysis of trends, portfolio trends, loss trends, and portfolio dynamics
• Serve as liaison between data, technology, and reporting teams across multiple Risk functions and lines of business
• Oversee development and delivery of executive reporting, dashboards, analytics, and data-driven insights
• Design and implement data models, SQL-based solutions, analytical frameworks, and reporting processes
• Manage database production processes and performance reports for senior management using data mining and advanced analytical techniques
• Respond to complex ad-hoc information requests from internal and external parties
• Lead cross-functional efforts to remediate data quality issues
• Promote governance and control practices and monitor relevant systems and outputs
• Drive continuous improvement, process automation, AI-enabled capabilities, and operational efficiency
• Partner with senior leaders, business stakeholders, risk partners, and technology teams to deliver scalable analytical solutions

Risk Analysis Manager

Financial Planning and Analysis

• Work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations
• Develop a book of business to meet and exceed established performance hurdles
• Source prospective clients, capitalize on referrals, assess customer needs, refer customers to internal specialists, and execute customized solutions
• Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
• Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and professional development
• Organize and manage time, people, and budget to run a productive practice
• Seek specialist expertise to identify planning and investment strategies
• Provide tailored and personalized advice through client reviews and presentations
• Partner with management to assess financial goals and recommend investment advisory strategies
• Shadow Financial Advisor teams, build networks, share market developments, and discuss new products
• Leverage technology and available resources to optimize customer experience and operational accuracy
• Participate in ongoing training focused on book-of-business development and financial targets
• Build relationships with internal service providers based on client needs and asset thresholds
• Proactively manage risk across business, product, and service transactions

Financial Advisor – Partially Registered

Customer Support

• Serve as the Customer Due Diligence (CDD) and Compliance Risk partner for relationship management teams
• Own and manage the AML and KYC process for relationship management teams
• Engage with prospects and current clients to review AML/KYC information for legal entity onboarding, KYC record expansions, and maintenance activities
• Manage periodic reviews and refreshes for US and non-US entities
• Ensure client documents and supplemental information are received, reviewed for accuracy, and meet policy standards
• Advance onboarding, expansions, periodic reviews/refreshes, audit, and remediation efforts
• Secure Non-Public Personal Information (NPPI) according to bank privacy policies
• Recommend approaches for creating and nurturing client relationships
• Partner with relationship management teams on new client onboarding and complex periodic reviews/refreshes

Commercial Support Specialist – KYC/AML

Bilingual

• 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 to solutions that meet 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 complying 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, Bilingual Mandarin

Business Support

• Support the GPS Client Experience Executive through administrative and project management functions
• Create and maintain project plans
• Manage client data
• Support business planning
• Prepare business presentations for strategy, planning initiatives, and senior management
• Track and support weekly and monthly routines
• Communicate and interact with team members across various lines of business
• Facilitate the team's day-to-day operations as a knowledgeable resource and point person
• Conduct competitor and financial industry benchmark research
• Assist with time-sensitive ad hoc assignments

Business Support Associate

Client Partner

• Retain a business banking portfolio
• Expand client relationships and generate additional revenue from existing clients
• Manage a client portfolio with treasury and/or credit needs
• Meet sales, revenue, and retention goals
• Build relationships with appropriate contacts within clients’ companies
• Analyze clients’ financial and operating strategies
• Recommend alternative or additional financial services to meet clients’ immediate and long-term personal/business needs
• Implement comprehensive commercial credit and treasury/cash management skills
• Utilize sales process skills, including call preparation, execution, and follow-up
• Apply intermediate credit analysis skills
• Work effectively in a team environment
• Adapt to changes within the line of business

Business Banking Client Manager

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
• 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

Relationship Banker – Triad Market

• 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 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 and guidelines while adhering to 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 ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients' financial and life priorities
• Connect clients to solutions aligned with 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 to grow business knowledge and network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship 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 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
• Grow business knowledge and networks by partnering with small business, lending, and investment experts
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities
• Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs