Bank of America

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 as needed
• 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 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

Relationship Banker, English and Spanish Required

General

• Serve as a Process Delegate supporting assigned processes within the Claims Single Process Inventory (SPI)
• Support the Process Owner in executing process-management responsibilities and completing required SPI deliverables
• Coordinate with business leaders, subject matter experts, Control Owners, Metric Owners, and support partners to gather, validate, and maintain process information
• Maintain accurate end-to-end process maps and documentation covering process steps, controls, metrics, risks, systems, handoffs, and client impacts
• Monitor process and control performance, identify trends or exceptions, and escalate material concerns
• Facilitate process-governance routines, working sessions, and reviews; prepare materials, document decisions, track commitments, and drive follow-up actions
• Review process and control metrics, support root-cause analysis, and coordinate action plans for performance gaps, issues, and risks
• Track SPI requirements, deadlines, attestations, and action items
• Assess workflows against process-management and risk-management standards and raise gaps for resolution
• Support responses and evidence gathering for regulatory exams, internal audits, assessments, and monitoring reviews
• Capture stakeholder feedback and voice-of-the-customer data to simplify, standardize, or strengthen processes
• Partner with Process Owners and Operational Excellence resources to document, prioritize, and advance improvement opportunities
• Support implementation and sustainment of approved process enhancements, control improvements, training updates, and procedure changes
• Use data, analytics, and critical thinking to translate process issues into recommendations and measurable improvement opportunities

Program Lead – Claims Single Process Inventory

Analyst

• Perform advanced analytics on financial, market, and portfolio data to identify opportunities to improve risk, profitability, and operational performance
• Own end-to-end analytical workstreams, translating complex data into actionable insights and strategic recommendations for business partners and senior leadership
• Identify and communicate key trends based on economic conditions and portfolio performance to enable proactive decision-making
• Partner with Risk, Product, Operations, FLU, and other cross-functional teams on strategic initiatives and large-scale programs
• Develop scalable reporting and analytics solutions for performance monitoring, forecasting, and operational execution
• Mentor peers and provide technical guidance as a subject matter expert
• Communicate solutions, influence stakeholders, and drive scalable continuous improvement across SSFO

Consumer Products Strategic Analyst IV

Principal

• Conduct defined supervisory reviews and approvals related to registered employee activities
• Oversee email and personal brokerage activity
• Review outside business activity disclosures
• Conduct investment transaction reviews
• Provide audit and compliance support
• Oversee registration and licensing activities
• Review and escalate written electronic communications
• Administer Enhanced Monitoring and Heightened Supervision
• Support employee training and process improvement
• Identify and escalate emerging risks and trends
• Review, decide, escalate, and resolve activities related to assigned processes
• Work independently and interdependently with peers and management
• Complete timely review, action, documentation, and remediation of supervisory reviews and tasks
• Develop and implement processes and procedures to improve operating efficiency, timeliness, and accuracy
• Update databases and recordkeeping applications

Supervision Principal

Financial Planning and Analysis

• Provide comprehensive advice and customized solutions to clients to help achieve financial goals
• Triage client leads and client requests
• Make referrals to business partners and internal service providers 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, including stocks, bonds, mutual funds, annuities, banking, and money management 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
• Register with the federal registry system and maintain SAFE Act registration in good standing

Financial Solutions Advisor

• 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
• Have in-depth conversations with clients to understand financial and life priorities
• Connect clients to solutions meeting 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 to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker

• 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 during daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Complete required licenses and trainings
• Register with the federal registry system and submit to required SAFE Act background check for residential mortgage loan originations

• Perform complex analysis and modeling to minimize fraud loss exposure and negative customer impacts
• Use Excel, SAS, SQL, Tableau, and relational databases to provide analytical support on strategies
• Evaluate data to assess potential fraud risk and create mitigation strategies
• Support the design and implementation of fraud prevention and detection controls
• Conduct impact assessments for new products, capabilities, and strategic initiatives
• Develop requirements and support solution design
• Help ensure organizational readiness for implementation
• Propose policy and procedural changes within segmentation structures
• Recommend data-driven actions to help the business achieve desired outcomes
• Coordinate production of product performance reports and updates for senior management
• Analyze financial models, market data, financial data, and portfolio trends to improve performance, forecasting, profitability, and operational performance
• Collaborate with cross-functional partners to strengthen fraud controls while supporting business objectives and client experience

Senior Analyst – Fraud Analytics and Innovation

Product Operations

• Establish and maintain a robust operating model for Enterprise data product development, certification, and publishing
• Design and deliver a scalable operating model for AMI’s core tools and platforms, including Starburst
• Provide thought leadership to advance data product development and consumption
• Maintain applications and tools in compliance with external regulations and Bank internal mandates
• Ensure risk, security, and compliance requirements are completed on time
• Monitor and maintain infrastructure health and performance, including vulnerability remediation, software upgrades, and enhancements
• Coordinate with service providers and partners to ensure environmental stability, compliance, and SLA adherence
• Oversee risk/control design, implement access controls, and establish QA practices
• Perform control testing, quality inspections, case execution, and results reporting
• Own issue identification, remediation, thematic trends, test-script updates, coaching, automation, and AI opportunities
• Support regulatory exams, audits, evidence, metrics, and report-outs
• Track and support development team security and risk activities, including application risk assessments
• Partner with executive stakeholders to align governance, risk, and operational strategies with enterprise objectives

Enterprise Data Product Operations Lead

• 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 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 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
• 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

Communications

• Support and execute Claims Client Communication strategies and letter-related changes requiring research and Legal/Risk/Compliance edits
• Partner with Claims site leaders and process owners on assessments, coordination efforts, and rollouts
• Define program controls, processes, procedures, reporting cadence, decision governance structures, and ways of working with key stakeholders
• Develop scope, deliverables, required resources, work plans, budgets, and timing for change initiatives
• Track program milestones and statuses, develop program plans, and measure progress against KPIs
• Analyze and overcome program risks and produce reports for managers and stakeholders
• Identify requirements for cross-functional teams and external vendors
• Identify risks and opportunities across multiple projects and lead decision-making for effective resolution
• Provide transparency into project issues and decisions, build stakeholder relationships, uncover root causes, identify opportunities, and make recommendations

Program Lead – Claims Client Communications

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, results, team strategy, priorities, and contributions
• Ensure risk discipline, controls, and culture are in place to identify, escalate, and debate issues
• Provide inspection, coaching, and feedback to improve performance
• Manage expenses and budgets in alignment with objectives
• Assess talent and build organizational bench strength
• Deliver results through prioritization, inspection, and delegation of team work

Business Strategy & Intelligence Manager

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
• 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 to ensure 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 managerial responsibilities including coaching, risk management, financial stewardship, talent development, and delivery of business outcomes

Client Reporting Manager

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM resources
• 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 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
• Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs

• 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
• Hold 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, 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

Relationship Banker, English and Spanish Required

Program Lead – Claims Single Process Inventory

Consumer Products Strategic Analyst IV

Supervision Principal

Financial Solutions Advisor

Relationship Banker

Financial Solutions Advisor

Senior Analyst – Fraud Analytics and Innovation

Enterprise Data Product Operations Lead

Relationship Banker

Program Lead – Claims Client Communications

Business Strategy & Intelligence Manager

Client Reporting Manager

Relationship Banker

Relationship Banker – English, Creole Required