Bank of America

Risk

• Perform analytical requests, reporting and analysis, and assist with modeling activities to manage risk and minimize credit and operating losses
• Oversee portfolio trends, loss trends, portfolio dynamics, and data design
• Develop datasets and queries to extract data
• Develop and execute reporting for risk and business partners
• Participate in product strategic initiatives affecting multiple risk functions and lines of business
• Facilitate 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
• Coordinate cross-functional efforts to remediate data quality issues
• Manage control outputs and investigate alerts from control checks
• Transform complex data into actionable insights supporting risk management, strategic decision-making, and executive reporting
• Develop dashboards, visualizations, and reporting solutions for strategic decision-making and regulatory objectives
• Design, develop, and maintain scalable data, reporting, and analytical solutions
• Collaborate with business partners and senior leaders to define analytical requirements and deliver recommendations
• Drive process improvements and operational effectiveness
• Leverage Bank-approved AI tools and emerging technologies to improve analytical efficiency and deliver innovative solutions

Risk Analysis Specialist III

Financial Planning and Analysis

• Conduct quantitative analytics and modeling projects for business units or risk types
• Develop new models, analytic processes, and systems approaches
• Create technical documentation for model-related activities
• 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 planning of quantitative work priorities aligned with the bank’s 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 to challenge and influence development and validation projects
• Communicate submission and validation outcomes to stakeholders and senior management
• Perform statistical analysis on large datasets and interpret qualitative and quantitative results
• Develop and enhance Wholesale and Consumer loss forecasting models
• Contribute across the full model development lifecycle and regulatory alternative and champion models
• Collect business requirements and build modeling solutions
• Implement models using governed Python code
• Produce technical documentation for internal and regulatory purposes
• Promote GRA best practices for model development, implementation, and monitoring

Quantitative Finance Analyst

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 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

Relationship Banker

• Lead a team of Risk Analysis Specialists delivering data, analytics, reporting, and insights for risk management
• Develop, execute, and enhance reporting for Risk and business partners
• Analyze portfolio, loss, and trend data and oversee data design and portfolio dynamics
• Partner with senior leaders, business stakeholders, risk partners, and technology teams to define requirements and deliver data-driven solutions
• Direct development of complex databases, queries, data models, SQL-based solutions, analytical frameworks, dashboards, and reporting processes
• Manage database production processes and performance reports for senior management
• Respond to complex ad-hoc information requests from internal and external parties
• Lead cross-functional efforts to remediate data quality issues
• Ensure systems, analytical processes, documentation, methodologies, reporting outputs, and controls operate effectively
• Drive continuous improvement, process automation, AI-enabled capabilities, governance, and operational efficiency
• Coach and develop team members and establish a high-performance culture

Risk Analysis Manager

• Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio of Global Commercial Banking clients in the Dealer Financial Services segment
• Pursue client prospect opportunities outside the portfolio with Relationship Managers, Credit Officers, FX Trade Advisors, Implementation Advisors, Service Partners, Card Managers, Liquidity Specialists, and other enterprise partners
• Position treasury solutions that best suit clients’ needs through daily virtual interactions with client contacts
• Lead pricing and negotiation discussions for treasury management products to optimize relationship profitability and year-over-year revenue growth
• Act as a digital ambassador driving mobile, digital, and real-time payments adoption
• Lead strategic dialogues around client-centric issues using best practices, peer benchmarking, industry data analytics, and solution positioning
• Participate in the Client Management Process focused on client acquisition and deepening existing relationships
• Manage implementation of all solutions from start to finish, ensuring a smooth client experience and speed to revenue
• Own revenue and product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations, and client-facing treasury presentations
• Evaluate treasury solutions through client-focused cost/benefit analysis and bank-focused profitability analysis
• Maintain communication with Relationship Managers and core team members regarding client information, treasury products, and industry knowledge
• Maintain goal achievement and performance metrics

Treasury Sales Client Officer II – Global Payment Solutions, Automotive Dealer Financial Services

• 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 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 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 and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• 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

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time
• Learn foundational skills for advising clients, including acquiring, building, and managing client relationships
• Assess clients’ complex financial pictures and guide them with advice and solutions
• Work in a financial center delivering Bank of America’s banking, investment solutions, and client-care approach
• Use a defined consultative approach to identify client needs and appropriate solutions
• Build a network with banking customers, small business owners, and higher-net-worth clients
• Provide comprehensive advice and deliver client reviews and presentations
• Recommend strategies to help clients achieve financial goals and life priorities
• Collaborate with core banking and investment partners
• Connect clients with Bank of America and Merrill solutions
• Progress toward Financial Solutions Advisor Stage II and future roles within Bank of America and Merrill

Financial Solutions Advisor

• Obtain Securities Industry licenses through dedicated classes and structured study time
• Learn foundational advisor skills, including acquiring, building, and managing client relationships
• Consider clients’ complex financial pictures and provide advice and solutions
• Work in a financial center to deliver banking, investment solutions, and client care
• Use a defined consultative approach to identify client needs and appropriate solutions
• Build networks with banking customers, small business owners, and higher net worth clients
• Provide comprehensive advice and deliver client reviews and presentations
• Recommend strategies to help clients achieve financial goals and life priorities
• Collaborate with core banking and investment partners
• Connect clients with Bank of America and Merrill solutions
• Train at one financial center and potentially work in a phone-based capacity until a permanent financial center is determined
• Work Monday through Friday and rotating Saturdays, first shift, 40 hours per week

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons and dedicated study time
• Build business knowledge using a defined consultative approach to identify client needs and appropriate solutions
• Cultivate, build, and manage client relationships
• Provide comprehensive advice and deliver client reviews and presentations
• Recommend strategies to help clients achieve financial goals and life priorities
• Collaborate with core 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
• Build a client network and eventually grow a business
• Work in a financial center and potentially in a phone-based capacity until a permanent financial center is determined
• Progress from Financial Solutions Advisor Stage I to Stage II after demonstrating success

Executive

• Manage executive travel scheduling and commercial flight reservations using Sabre
• Design, deliver, and communicate travel schedules
• Coordinate, update, and cancel employee travel arrangements
• Arrange domestic and international air, rail, car, and hotel travel using Native Sabre/GDS in coordination with Corporate Aviation
• Act as the primary contact for employee travel-related inquiries
• Communicate timely updates, changes, and employee needs
• Follow Bank of America corporate travel policies and procedures
• Operate travel tools and technology productively and efficiently
• Provide direct support to senior management for future travel scheduling and coordination
• Provide consultative advice, solutions, and recommendations while adhering to expense standards
• Complete required training and comply with legal standards, compliance requirements, and sanctions
• Deliver individual and shared team goals and business KPIs; review and improve performance
• Handle end-to-end booking, ticketing, and order fulfillment by telephone, messaging, or email
• Provide service across phone, email, and chat channels while meeting customer satisfaction and efficiency KPIs
• Use positive telephone service techniques and maintain excellent client relations
• Review and reconfirm executive travel reservations/PNRs for ticketing, accuracy, critical client issues, vendor services, and lowest fares
• Provide evening and weekend support on a rotational schedule

Executive Travel Scheduler

Manager

• Manage complex initiatives across a broad group of analytical resources
• Manage components of large reporting platforms to deliver comprehensive reporting solutions
• Engage with clients and senior leadership
• Respond to business needs and enhance how reporting is developed and delivered
• Collaborate with business stakeholders to develop the vision and strategy for innovative automated business intelligence solutions
• Manage end-to-end delivery of complex technical projects across partner teams
• Lead the design, development, and maintenance of automated ETL processes from various database platforms
• Store data in fit-for-use relational tables
• Oversee prioritization and alignment of resources for on-time delivery while following procedures and quality guidelines
• Provide technical solutions and learn new technology to fulfill project needs
• Partner with stakeholders and executive management to ensure integration and adoption of business intelligence solutions
• Potentially manage associates and perform manager responsibilities including coaching, risk management, budgeting, talent development, and driving business outcomes

Client Reporting Manager

Crypto

• Support the Digital Assets team across strategy, product development, governance, and business management priorities
• Conduct market, competitive and industry research on digital assets, stablecoins, tokenization and related emerging technologies
• Analyze market trends, client needs and industry developments and translate findings into actionable insights
• Support development of strategy materials, business cases, presentations and executive-level communications
• Assist with product development activities, including requirements gathering, roadmap tracking, documentation and project coordination
• Support risk and governance activities, including assessment, approvals, and action items
• Coordinate cross-functional workstreams across Product, Technology, Operations, Risk, Legal, Compliance, Finance and other stakeholders
• Support commercialization and launch activities for new Digital Asset solutions
• Take on ad hoc strategic and analytical projects to support senior leadership and the broader Digital Assets team

Digital Assets Product Associate

Product Manager

• Generate the vision and roadmap for the program based on customer requirements, industry trends, regulations, and business or technology strategy
• Communicate the program vision and roadmap to stakeholders, product owners, and teams
• Oversee budgets, including personnel and non-personnel expenses, with finance partners
• Define business capabilities and align them to products or create new products to support them
• Ensure product availability by partnering with demand and capacity teams
• Develop business cases for new products and features
• Partner with product owners and teams to maximize value through technology expertise and business understanding
• Own the product vision and multi-year roadmap for enterprise secrets management and vaulting platforms
• Manage the full product lifecycle from ideation and intake through prioritization, delivery, release, and continuous improvement
• Serve as primary product owner for CyberArk, HashiCorp Vault, and external cloud vaulting services
• Lead demand intake for features, integrations, and enhancements; translate business and security needs into product requirements
• Partner with engineering and platform teams on releases, upgrades, and platform expansions
• Define and track product KPIs including availability, adoption, automation coverage, security posture, and resiliency
• Align vaulting platforms with IAM, PAM, Zero Trust, and ITDR strategies
• Collaborate with risk, audit, and compliance teams on regulatory and policy adherence
• Manage vendor relationships, licensing strategy, and product-level financials
• Serve as executive-level point of contact for vaulting platform strategy and outcomes

Product Manager – Vaulting

General

• Provide leadership, technical direction, and oversight to a team delivering technology solutions
• Design, develop, and remain accountable for feature delivery
• Oversee the design, implementation, and maintenance of complex computer programs
• Align technical solutions with business objectives
• Ensure coding practices and quality comply with software development standards
• Conduct multiple software implementations
• Apply broad and deep knowledge across several technical competencies
• Apply enterprise standards for solution design, coding, and quality
• Ensure solutions meet product acceptance criteria with minimal technical debt
• Guide the team on work breakdown and execution
• Partner with the Product Owner to maintain a healthy product backlog and clear acceptance criteria
• Serve as an individual-contributor team lead and mentor team members
• Guide planning, estimation, peer reviews, and other engineering practices

Risk Analysis Specialist III

Quantitative Finance Analyst

Relationship Banker

Risk Analysis Manager

Treasury Sales Client Officer II – Global Payment Solutions, Automotive Dealer Financial Services

Relationship Banker

Relationship Banker

Financial Solutions Advisor

Financial Solutions Advisor

Financial Solutions Advisor

Executive Travel Scheduler

Client Reporting Manager

Digital Assets Product Associate

Product Manager – Vaulting

Feature Lead – Technology