Bank of America

Financial Planning and Analysis

• Handle moderately complex operations processes related to credit disputes, escalations and tax reporting
• Analyze, research, reconcile, validate reporting data, and resolve issues and customer requests
• Process transactions, reconciliations, and research requests for clients, consumer reporting agencies, or taxing authorities
• Prepare and review payment packets and gather documentation
• Adhere to regulated payment schedules and deadlines
• Review, research, and respond to branch inquiries regarding withholding via email or Service Request Portal
• Review and research tax withholding reports and monthly reconciliations
• Process manual tax withholding adjustments
• Reconcile withholding ledgers through system checks and balances
• Support year-end, tax withholding remediation, legal entity summary filings, tax-form solicitations, and IRS correspondence
• Produce metrics reports and perform Quality Assurance peer reviews
• Collaborate with management and internal and external teams on process enhancements
• Provide quality service and support for internal business partners and external clients
• Work overtime during tax season

Financial Data and Reporting Ops Analyst

Banker

• Engage clients in the lobby and educate them on 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 aligned to 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
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship 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 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 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

• 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 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

• 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 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

• Engage clients in the lobby
• Educate and assist clients 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 to 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

Risk

• Support reporting so risk and business partners can identify and manage risk
• Analyze data design, portfolio trends, loss trends, and portfolio dynamics
• Support risk strategies, reporting, validation, and analytical initiatives across lending and operational risk processes
• Develop, maintain, and enhance risk reporting and dashboards using Tableau and other visualization tools
• Write complex SQL queries to extract, transform, analyze, and validate large data sets
• Support implementation, testing, and maintenance of decision strategies within PowerCurve or similar rule-based decision engines
• Perform data quality reviews and validation testing for risk reporting
• Analyze portfolio performance and identify trends, anomalies, and emerging risk patterns
• Execute UAT and production validation activities for risk strategy and reporting changes
• Partner with Risk, Technology, Data Management, and Operations teams
• Investigate discrepancies, perform root cause analysis, and recommend corrective actions
• Produce recurring management reports and executive summaries highlighting risk metrics and performance indicators
• Document business requirements, validation results, process flows, and reporting methodologies
• Support internal audits, regulatory examinations, and governance reviews
• Communicate risk trends and recommendations to business partners and leadership

Risk Analysis Analyst

General

• Work closely with the Regional Business Development Officer
• Solicit new business from established sources
• Design and implement appropriate sales programs for clients
• Collect and prepare financial packages for underwriting approval
• Close loans
• Package transactions for underwriting and provide specialized financing solutions to select small business owners
• Build and deepen client relationships based on financial needs and goals
• Deliver an exceptional client experience focused on helping clients build, grow, and expand their business
• Interact with multiple departments to support clients in closing loans
• Manage the backlog of prospecting clients

Relationship Account Officer – Practice Solutions

Executive

• Manage administrative support for a Financial Center Channel division, including strategy development, measurement, reporting, and administration
• Facilitate and execute the Division business strategy
• Evaluate developments and needs, develop recommendations, and translate strategic priorities into actionable plans
• Define and facilitate strategies, tactics, measurement, and reporting across the Division
• Serve as liaison to business teams and support partners within a matrixed organization
• Align messaging and priorities across the Division
• Manage the Division Executive’s calendar and align resources to support priorities
• Manage expenses and key people processes, including staffing
• Oversee risk and training completion, including compliance, new-hire, and initiative training
• Oversee Division communications
• Conduct in-person market visits as needed
• Plan and facilitate staff meetings, offsite meetings, and events
• Support disaster and emergency response activities
• Liaise among subject matter teams, frontline execution, and Business Readiness
• Serve as subject matter expert for assigned projects and initiatives
• May manage associates and perform managerial responsibilities including coaching, risk management, financial stewardship, and workforce planning

Business Support Executive

• Engage clients in the lobby and 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 relationships with clients to meet financial needs
• Follow established processes, guidelines, 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
• Train at one financial center and potentially move to another location within a reasonable commuting distance

• Drive and execute internal control discipline and operational excellence within a Line of Business or Enterprise Control Function
• Provide analytical and administrative support for LOB or ECF processes and tools to drive adherence to enterprise-wide standards
• Monitor and test controls and implement quality assurance and quality control processes
• Evaluate data to identify, track, and report issues and control improvements for remediation
• Support Business Continuity, Global Recovery & Resolution Planning, Client Assistance Program coordination, and horizontal assessments across Consumer & Small Business Products
• Oversee the design and effectiveness of the risk and control environment for Client Operational Services
• Implement optimized controls and enhanced QA practices to support business continuity
• Conduct and coordinate quality inspection reviews
• Execute QA activities, manage cases, and report results
• Identify testing automation, procedural updates, thematic trends, test script updates, and coaching opportunities
• Support regulatory exams, internal audits, monitoring, inspection reviews, and governance dashboard reporting

Senior Business Control Specialist

Business Analyst

• Support monitoring of BofA’s 2030 sectoral net zero goals associated with financing activities
• Assist with development and maintenance of voluntary commitments and regulatory requirements
• Assist with advancing engagement strategies with internal and external stakeholders
• Assist with execution of team processes and control documentation
• Work with the pillar lead on team priorities and tasks
• Engage with the data lead to advance and deliver analytical capabilities
• Develop presentations communicating sectoral net zero performance and related topics
• Support vendor management, audit, compliance, and risk requests
• Engage with peer banks, NGOs, and stakeholders to develop guidelines and best practices and monitor industry trends
• Perform research and represent the Global Environmental Group at internal and external events as needed
• Collaborate with GEG, Public Policy, lines of business, Global Technology, Risk, Finance, and other groups
• Report to the Global Environmental Executive and be accountable to the Net Zero Strategy pillar lead

Business Analyst – Global Environmental

• Work with high-net-worth clients and prospects to identify needs and develop relationships
• Review investment and financial goals and deliver comprehensive recommendations
• Develop a book of business and meet or exceed established performance hurdles
• Source prospective clients, capitalize on referrals, assess customer needs, and refer customers to internal specialists
• Recommend suitable investment products and services based on 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 requirements
• Handle inbound inquiries regarding Merrill offerings
• Position Merrill and Bank of America capabilities
• Collect client profile data and follow standard KYC procedures to open accounts
• Serve as interim Financial Advisor and service client accounts
• Document client interactions and opportunities accurately in Salesforce
• Collaborate with and receive mentorship from Merrill Financial Advisor Teams, banking partners, and investment partners

Financial Advisor – Merrill Advisor Development Program

Product Manager

• Generate the vision and roadmap for the program based on customer requirements, industry trends, regulations, and strategic direction
• Communicate the program vision and roadmap to stakeholders, product owners, and teams
• Oversee product budgets and coordinate with finance partners on personnel and non-personnel expenses
• Define business capabilities and align them to products or create new products to support them
• Ensure product availability by partnering with demand and capacity teammates
• Develop business cases for new products and additional features
• Partner with product owners and teams to maximize value through technology expertise and business and industry understanding
• Establish target outcomes with stakeholders and leaders
• Build relationships with business and technology leaders, Compliance, and Risk across multiple organizations
• Coordinate and facilitate program routines, including kick-offs, status reviews, stakeholder meetings, change controls, and tollgates
• Plan and coordinate delivery and dependencies across multiple organizations
• Promote communication and collaboration to achieve target outcomes and timelines
• Facilitate dependency management, risk management, and impediment removal
• Provide status updates to stakeholders and leadership regarding outcomes, delivery, risks/issues, and schedule
• Ensure execution aligns with target outcomes and Enterprise Change Management standards
• Track success metrics and review performance with stakeholders and leadership

Product Manager – Tech Delivery

• Work with high-net-worth clients with annual revenues of $100k-$5mm
• Identify client needs, develop relationships, review investment goals, and prepare investment recommendations
• Leverage technology to achieve business growth goals and profile activities to determine financial objectives
• Drive initiatives to maximize impact to clients and prospects
• Assist with execution of business development plans
• 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 objectives, resources, time horizon, risk profile, and preferences
• Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal 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 requirements
• Handle inbound inquiries from leads regarding Merrill offerings
• Position Merrill and Bank of America capabilities
• Collect client profile data following standard KYC procedures to open accounts
• Serve as interim Financial Advisor and service client accounts
• Document client interactions and opportunities accurately in Salesforce
• Collaborate with and receive mentorship from Merrill Financial Advisor Teams