Bank of America

Manager

• Manage delegated compliance, administrative, and business functions related to Market Executives' managerial responsibilities for parent and associate offices
• Work independently or with minimal guidance while keeping the Market Executive informed on significant matters
• Determine when the Market Executive should be directly involved
• Monitor advisor and client activity, including financial transactions, for compliance with firm and regulatory requirements
• Minimize regulatory, financial, and reputational risk
• Coach Financial Advisors in supporting company strategy and growing their businesses
• Perform, monitor, and demonstrate adherence to internal and external standards, policies, laws, rules, and regulations
• Manage day-to-day Financial Advisor business needs while ensuring compliance with bank policies and procedures
• Coach Financial Advisors, Client Associates, and other market personnel on sales-practice policies and procedures
• Partner with Financial Advisors, Client Associates, and other market personnel to manage risk in business-growth initiatives
• Ensure alignment with the bank's enterprise risk appetite
• Ensure Financial Advisors are properly licensed
• Respond to regulatory inquiries
• Resolve client concerns or complaints
• Keep the Market Executive and Division Supervision Executive informed on significant matters

Market Supervision Manager

Consultant

• Execute control testing of internal investigation cases involving employee fraud and misconduct
• Review and analyze investigative case notes, documentation, and processes for adherence to standards, guidelines, and regulatory requirements
• Identify and provide feedback and recommendations on cases requiring remediation or additional investigation
• Coach investigators to improve quality, accuracy, thoroughness, and compliance
• Prepare control assessment reports and present findings to management, stakeholders, and control partners
• Establish working relationships with investigators, managers, and control function partners
• Drive training and adoption of investigative standards and guidelines
• Escalate and report risks identified through case reviews

Case Control Consultant

Banker

• 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
• 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 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

Relationship Banker – Ocean-Monmouth Market

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs
• 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 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

Financial Planning and Analysis

• Provide comprehensive advice and customized solutions to help clients achieve financial goals
• Triage client leads and requests
• Make referrals to internal service providers 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, 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 and financial center clientele
• Coach and provide feedback to referral partners
• Complete required licenses and training
• Train at one financial center and potentially begin in a phone-based capacity until a nearby financial center is determined

Financial Solutions Advisor

Advisor

• Serve as a solution expert and advisor for business banking clients within a market to maximize credit results
• Identify and analyze market opportunities to offer or deepen credit with clients and prospects
• Advise Relationship Managers on credit solutions using industry knowledge, credit expertise, product and process management, sales, and client experience support
• Join client meetings with market Relationship Managers and Market Executives
• Participate in client management routines focused on responsible loan growth
• Partner with Relationship Managers and credit teams to close deals with regional and centralized credit partners
• Help identify unmet credit needs and strategic opportunities to increase credit production
• Liaise with Business Banking Market Leadership to develop and drive credit strategy
• Assist Relationship Managers with credit prospect identification, review, prioritization, and joint sales calls
• Review credit progress and production success against business plans using growth and pipeline reports
• Educate and coach the market on credit solutions and growth opportunities, including pre-screening, deal development, and CEF reviews
• Maintain routines and partner with regional and centralized credit managers and credit specialists
• Demonstrate commitment to Responsible Growth and credit risk appetite

Market Solutions Advisor – Business Banking

Financial Crime

• Execute substantive fraud compliance and operational risk practices
• Provide independent fraud/AML risk oversight of Front Line Units or Control Functions
• Work directly or through compliance officers to complete compliance, policy, operational/fraud risk management requirements
• Engage with Compliance and Operational Risk officers, horizontal coverage owners, and Enterprise Areas of Coverage
• Support development of the global coverage plan defining the scope and risk-based focus of second-line risk management activities
• Prepare materials for regulatory exams, audits, and inquiries
• Consult with business leaders preparing for regulatory exams, audits, and inquiries
• Advise and direct development and maintenance of financial crimes policies and standards
• Review Front Line Unit/Control Function policies and standards for regulatory and operational risk coverage
• Produce or oversee independent financial crimes risk management reporting to senior leaders
• Monitor regulatory changes and direct or challenge policy, standards, procedure, and process implementation
• Participate in industry forums and monitor regulatory expectations, legislation, political scrutiny, litigation, and key influencers
• Escalate financial crimes compliance and operational risks to governance routines and management/board-level committees
• Identify, aggregate, report, escalate, inspect, and challenge remediation and thematic analysis of issues and control enhancements
• Review and challenge operational loss events and oversee remediation plans
• Execute independent risk monitoring, testing, targeted and periodic risk assessments, and quarterly Enterprise Fraud Risk assessment
• Review and challenge Single Process Inventory process accuracy and completeness
• Design, monitor, and report risk and control performance metrics and breach remediation

Financial Crimes Fraud/AML Risk Manager

Full-stack Engineer

• Develop and deliver complex software requirements to accomplish business goals
• Code solutions and perform unit testing according to acceptance and compliance requirements
• Ensure software meets functional, non-functional, and compliance requirements
• Integrate solutions into overall applications and systems using clear, robust, well-tested interfaces
• Utilize architectural components across data, application, and business domains
• Perform Continuous Integration and Continuous Development (CI/CD) activities
• Contribute to story refinement and requirements definition
• Estimate work needed to deliver stories and requirements
• Contribute to integration, regression, and performance test suites
• Analyze test reports, identify issues and errors, and triage underlying causes
• Perform spikes and proofs of concept to mitigate risk and implement new ideas
• Work closely with business and technology partners to deliver solutions

Full Stack Java Developer – Software Engineer II

• Provide comprehensive advice and customized solutions to help clients 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
• Coach and provide feedback to referral partners on client needs and recommended product services
• Complete required licenses and trainings
• Work in an in-office culture with location and financial center assignment determined by business needs

• Provide comprehensive advice and customized solutions to help clients achieve financial goals
• Triage client leads and requests
• Make referrals to internal business 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, 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
• Coach and provide feedback to referral partners based on client needs and recommended product services
• Apply and expand knowledge through required licenses and training

• Develop and deliver complex software requirements to accomplish business goals
• Develop software meeting functional, non-functional, and compliance requirements
• Code solutions and unit test according to acceptance and compliance requirements
• Design, develop, and modify architecture components, application interfaces, and solution enablers
• Maintain principal architecture integrity
• Mentor software engineers and coach the team on CI/CD practices and automation tool stacks
• Execute story refinement, define requirements, and estimate delivery-lifecycle work
• Automate manual release activities
• Design, develop, and maintain automated integration, regression, and performance test suites
• Ensure solutions integrate successfully into applications and systems with robust, well-tested interfaces
• Perform spikes and proofs of concept to mitigate risk and implement new ideas
• Utilize multiple architectural components in client-requirement design and development
• Collaborate with business and technology partners

Java Full Stack Developer – Software Engineer III

• Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and dedicated study time
• Build banking, investment and advisory skills through Academy training
• Acquire, build and manage client relationships
• Identify client needs and recommend appropriate financial solutions
• Use a defined consultative approach with clients
• Build a network among banking customers, small business owners and higher-net-worth clients
• Provide comprehensive financial advice
• Deliver client reviews and presentations
• Recommend strategies to help clients achieve financial goals and life priorities
• Collaborate with banking and investment partners
• Connect clients with Bank of America and Merrill solutions
• Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined

• Execute substantive money laundering, economic sanctions, and fraud compliance and operational risk practices
• Advise and direct development and maintenance of financial crimes-owned policies and standards
• Review Front Line Units and Control Functions policies and standards for regulatory and operational risk coverage
• Produce and/or oversee independent financial crimes risk management reporting to senior leaders
• Monitor regulatory changes and direct policy, standards, procedure, and process updates
• Participate in industry forums and monitor regulatory expectations, emerging legislation, litigation, and key influencers
• Escalate financial crimes compliance and operational risks to governance routines and management or board-level committees
• Identify, aggregate, report, escalate, inspect, and challenge remediation and thematic analysis of financial crimes issues and control enhancements
• Review and challenge operational loss events and oversee remediation plans
• Design and deliver instructor-led, virtual, and self-paced training for AML investigations managers
• Create and maintain training materials, job aids, case studies, assessments, and readiness programs
• Ensure training content reflects current regulations, internal policies, procedures, and industry best practices
• Partner with operational leaders to identify knowledge gaps and performance trends
• Potentially manage associates, including coaching, talent development, risk management, budget oversight, and delivery of business outcomes

Global Financial Crimes Manager – Training Manager

• Provide comprehensive advice and customized solutions to clients to help achieve financial goals
• Triage client leads and 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
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking and money managed solutions
• Recommend brokerage products and banking and investment strategies aligned with client needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Coach and provide feedback to referral partners based on client needs and recommended product services
• Complete required licenses and trainings
• Work within an in-office culture with location and financial center placement determined by business needs

Customer Advocate

• Resolve the highest-complexity and most-sensitive client and internal partner complaints and escalations
• Serve as a primary escalation point for complex inquiries requiring detailed research, analysis, and cross-organizational coordination
• Evaluate incomplete, ambiguous, or conflicting information to determine appropriate outcomes within defined frameworks
• Partner across systems and functions to drive timely and effective case resolution
• Manage assigned cases in alignment with enterprise complaint standards, controls, and service-level expectations
• Identify emerging trends, systemic issues, and process gaps and recommend improvements
• Engage directly with clients and internal stakeholders in high-impact or time-sensitive situations
• Exercise business judgment and discretion while serving as a trusted subject matter expert and ensuring adherence to enterprise complaint and risk standards

Market Supervision Manager

Case Control Consultant

Relationship Banker – Ocean-Monmouth Market

Relationship Banker

Financial Solutions Advisor

Market Solutions Advisor – Business Banking

Financial Crimes Fraud/AML Risk Manager

Full Stack Java Developer – Software Engineer II

Financial Solutions Advisor

Financial Solutions Advisor

Java Full Stack Developer – Software Engineer III

Financial Solutions Advisor

Global Financial Crimes Manager – Training Manager

Financial Solutions Advisor

Senior Client Advocate II – CARE