Bank of America

Bilingual

• Engage clients in the lobby
• Educate and assist clients with transactions through mobile banking, online banking, ATM, and other 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 and 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 – Bilingual Spanish

• 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
• 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 client relationships to meet financial needs
• Follow established processes and guidelines while adhering to 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

Banker

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other 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 network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker

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
• Complete mandated training, assessments, performance goals, and continuing education
• Provide tailored advice through client reviews and presentations
• Partner with management to assess financial goals and recommend investment advisory strategies
• Understand and recommend core banking, investment, and Life Priority solutions
• Shadow Financial Advisor teams and share relevant market developments and product information
• Leverage technology and available resources to optimize customer experience and operational accuracy
• Participate in training to develop a book of business and progress to the next advisor phase
• Build relationships with internal service providers based on client needs and asset thresholds
• Proactively manage risk across business, product, and service transactions

Financial Solutions Advisor – Partially Registered

• Engage clients in the lobby to educate and assist with transactions through self-service resources, including mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions for clients as needed
• Conduct 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
• 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

Backend Engineer

• Assist in the design and deployment of CTI Database Platform services aligned with enterprise architecture standards
• Develop and maintain Infrastructure-as-Code solutions, including Terraform modules and Ansible playbooks
• Enable complex implementations through automation and reusable deployment patterns
• Collaborate with engineering and platform teams to improve service reliability, resiliency, and efficiency
• Promote DevOps best practices, automation-first thinking, and continuous improvement
• Implement database lifecycle management actions into PaaS Infrastructure-as-Code pipelines

Infrastructure Database Engineer

• Conduct oversight activities within the division
• Remediate risk issues
• Provide subject matter expertise to division and market leaders on investment risk matters
• Ensure Private Bank policies are applied consistently across portfolios
• Manage risk processes including Reg 9, Asset Allocation Monitoring, Investment Policy Statements, and Daily Monitoring of Security Exceptions
• Review, analyze, and approve investment oversight exceptions according to policies, procedures, and governance standards
• Advise Portfolio Managers, Market Investment Executives, and stakeholders on investment policy interpretation and exception management
• Respond to inquiries about investment oversight processes, monitoring results, and governance requirements
• Facilitate discussions with business partners to develop risk-mitigating solutions while maintaining compliance

Investment Oversight Manager

• 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 in-depth 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 network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Data Analyst

• Deliver executive, management, and risk committee reporting to provide risk transparency and support informed decision-making
• Perform risk analytics and reporting to identify trends, emerging risks, and key themes
• Deliver insights that support risk management decision-making
• Support operational loss data quality governance through reporting, issue tracking, and remediation oversight
• Enhance reporting capabilities through automation, visualization, and continuous process improvement
• Support responses to audit, regulatory, and ad-hoc inquiries
• Partner with Technology teams to implement system enhancements and support strategic technology initiatives for operational loss data and reporting platforms
• Contribute to strategic initiatives that strengthen operational risk management, analytics, governance, and reporting capabilities
• Provide subject matter expertise and guidance to Front Line Units and Control Functions on operational loss data standards, procedures, and reporting requirements
• Build and maintain partnerships with stakeholders across Risk, Legal, Operations, Technology, and business lines
• Support the development and delivery of operational risk and compliance training and awareness programs
• Monitor regulatory developments and assess implications to support ongoing compliance and program enhancements

Compliance and Operational Risk Program Manager – Reporting and Data Analyst

Product Manager

• Lead execution of small to medium-sized product-related projects from initiation through implementation
• Develop and maintain project plans, timelines, milestones, dependencies, and risk logs
• Coordinate activities across Product, Technology, Operations, Legal, Risk, Compliance, Finance, and other partner teams
• Create plans for product development and deployment, including sales training programs and marketing materials
• Oversee products and maintain financials, including investment profiles and P&L activities
• Provide product trend information to sales and marketing teams
• Identify opportunities to streamline or enhance product offerings
• Manage risk by implementing and monitoring effective controls
• Partner with stakeholders to develop products that solve client needs and achieve high adoption rates
• Build end-to-end product delivery maps across BB, GCB, and GCIB clients through Enterprise Credit
• Manage the end-to-end product life cycle, including market research, competitor analysis, pricing, strategy, product modernization, customer experience, and Product Risk Management policy adherence

Product Manager – Enterprise Credit

Sales

• Manage and actively pursue treasury revenue streams and product penetration across an assigned HTSRA Tech Industry vertical portfolio for the North East
• 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 partners
• Position US and sometimes international treasury solutions suited to client needs
• Conduct daily virtual interactions with client contacts
• Lead pricing and negotiation discussions for treasury management products
• Drive mobile, digital and real-time payments adoption
• Lead strategic dialogues using best practices, peer benchmarking, industry data analytics and solution positioning
• Participate in the Client Management Process for client acquisition and relationship deepening
• Manage implementation of all solutions from start to finish
• Drive revenue and product growth, client calling initiatives, portfolio development, pricing, RFP responses, call preparations and client-facing treasury presentations
• Evaluate treasury solutions using client-focused cost/benefit and bank-focused profitability analyses
• Maintain client focus and awareness of bank operations, treasury products and industry trends
• Communicate updated client, product and industry information to Relationship Managers and core team members
• Maintain performance against goals and metrics

Treasury Sales Client Officer II – Global Payment Solutions, Tech Industry Vertical

General

• Plan and coordinate execution of project and small-program deliverables involving multiple teams
• Coordinate data life cycle management projects and data product execution globally
• Improve alignment and collaboration around data management with business and functional area leadership
• Communicate target outcomes and coordinate delivery across multiple organizations
• Lead delivery routines including kickoffs, status reviews, stakeholder meetings, change controls, and tollgates
• Manage delivery coordination and dependencies across multiple teams
• Facilitate communication and collaboration across organizations
• Provide stakeholders and leadership with status updates on delivery, risks, issues, and schedules
• Work with sponsors and stakeholders to align execution with deliverable requirements
• Manage program risks and ensure compliance with Enterprise Change Management standards
• Support resource planning and own financial management for projects and programs
• Facilitate between business and technology leaders, Compliance, and Risk
• Ensure delivery meets client expectations for functionality, quality, timeline, cost, and target outcomes

Delivery Lead – Technology

Business Analyst

• Provide risk analysis and oversight on risk management issues
• Identify risks to which the line of business is exposed and support measures to prevent and mitigate losses
• Monitor risk outcomes and support risk management procedures and standards
• Support governance, quality assurance, and operational processes within the Risk Rating Group
• Coordinate between the Risk Rating Group, business partners, and Enterprise Credit stakeholders
• Drive process transparency and maintain control environments
• Partner with the Reporting and Governance Manager and Risk Executives to analyze key risks in accordance with governance and regulatory requirements
• Prepare committee materials and provide feedback for executive- and board-level audiences
• Coordinate committee logistics and meeting preparation
• Provide risk analysis and reporting to committees
• Coordinate governance documentation and reporting needs with line-of-business stakeholders
• Manage the Default Validation process end-to-end, including review, decisioning, documentation, metrics, exceptions, and inquiries
• Lead the Scorecard Quality Assurance process and coordinate review activities with Enterprise Credit Quality Review teams
• Analyze QA findings and trends and communicate results and lessons learned
• Drive continuous improvement of scorecard governance processes
• Own Single Process Inventory and Process Owner Portal governance processes
• Maintain process, activity, control, risk, and supporting documentation in governance tools
• Coordinate governance updates and attestations
• Maintain the team’s process documentation inventory
• Develop procedure guides, operating instructions, governance documentation, and training materials
• Support process improvements and best practices across the organization

Risk Rating Governance and Process Management Analyst

Associate

• Assist with moderate to complex tasks related to the credit process
• Monitor financial reporting and support risk activities
• Coordinate and resolve client onboarding issues as the first point of engagement for client teams
• Support systematic execution of the credit process with managers, specified teams, and operations
• Monitor financial package collection, maturities, annual reviews, financial analysis summaries, past-due payments, and failed covenants
• Assist with complex client needs, including ordering payoff letters
• Clear collateral exceptions to reduce legally binding exposure
• Coordinate accurate and timely deals by engaging outside counsel, completing pre-close checklists, and connecting with fulfillment to book facilities
• Support Credit Officers in managing portfolios, including reviewing global credit facilities
• Create and process credit approval documents for new, renewed, and amended loan, trading, and GTS facilities
• Review credit approval documents for compliance with bank policies and procedures
• Identify and resolve facility data discrepancies
• Respond to and investigate inquiries from Credit Officers and business partners
• Monitor and resolve facility document exceptions
• Create, maintain, and monitor credit and financial events and manage exceptions
• Maintain accurate document records
• Help simplify and improve processes

Wholesale Credit Admin Associate II

Risk

• Support data and technology requests, complex reporting and analysis, and modeling to manage risk and minimize credit and operating losses
• Review and analyze portfolio trends
• Support development of complex databases or queries to extract data
• Support production of data for internal and external reporting
• Work with Technology to implement changes supporting ongoing data needs
• Support development and execution of reporting for Risk and business partners
• Analyze portfolio trends, loss trends, and portfolio dynamics
• Provide analytical support for product strategic initiatives across Risk functions and lines of business
• Develop 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
• Support cross-functional efforts to remediate data quality issues
• Monitor control outputs and investigate control-check alerts
• Design, develop, enhance, and maintain credit risk data, reports, dashboards, and analytical solutions
• Serve as subject matter expert for assigned data and reporting processes, metrics, and business requirements
• Lead data extraction, transformation, and validation across systems and datasets
• Design and implement end-to-end reporting processes, control frameworks, and monitoring routines
• Perform portfolio and trend analysis, identify risk drivers, and communicate actionable insights
• Partner with technology teams and stakeholders to define requirements and implement solutions
• Conduct root cause analysis for reporting issues, data quality concerns, and process breakdowns
• Support regulatory, governance, audit, and control activities

Relationship Banker – Bilingual Spanish

Relationship Banker – Bilingual Spanish

Relationship Banker

Financial Solutions Advisor – Partially Registered

Relationship Banker

Infrastructure Database Engineer

Investment Oversight Manager

Relationship Banker

Compliance and Operational Risk Program Manager – Reporting and Data Analyst

Product Manager – Enterprise Credit

Treasury Sales Client Officer II – Global Payment Solutions, Tech Industry Vertical

Delivery Lead – Technology

Risk Rating Governance and Process Management Analyst

Wholesale Credit Admin Associate II

Risk Analysis Specialist II