Bank of America

Sales

• Manage and actively pursue treasury revenue streams and product penetration across an assigned HTSRA Tech Industry portfolio in the Northeast
• 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 to meet 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 around client-centric issues 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 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 cost/benefit and bank profitability analyses
• Maintain client focus and understanding of bank operations and treasury products
• Communicate with Relationship Managers and core team members regarding client information, products, and industry knowledge
• Maintain goal achievement and performance metrics

Treasury Sales Client Officer II – Global Payment Solutions

• Drive new merchant business acquisition in partnership with Treasury Sales Officers and relationship managers
• Engage clients as part of the extended client team for complex merchant sales
• Consult on client commerce ecosystems, industry standards, trends, and broader bank product solutions
• Serve as the main point of contact for higher-valued and more complex new merchant business sales opportunities
• Develop tailored value propositions for various client types and industries
• Position value and drive solutions across merchant services, including tokenization, equipment, and transaction routing
• Work across a matrixed coverage organization to uncover opportunities, target prospects, and close new business
• Provide strategic guidance and advisory content to encourage prospects and clients to move merchant services to Bank of America
• Support client selection, pricing, credit review, and post-sale implementation
• Develop new business, maintain pipeline growth, and drive conversion
• Manage client engagements, account management, complex deals, and emerging solution opportunities
• Represent the bank at key industry events and lead consultative discussions
• Support banking line partners with treasury management, product risk, and policy application through the sales cycle
• Manage strategy and tactical execution of segment initiatives across major lines of business
• Identify responses to emerging product trends, competitive strategies, and market gaps
• Develop and implement programs and policies for Global Treasury solutions and local market strategies
• Participate as product or industry expert in client call planning and strategic client reviews

Merchant Specialized Product Sales

General

• 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-specific processes and tools
• Conduct independent quality reviews for Wealth Management Legal Order Operations
• Evaluate completed work, identify defects and process gaps, and provide actionable feedback
• Comply with controls and Quality Assurance practices for WMO Legal Order
• Conduct and coordinate quality inspection reviews to enhance employee performance and control effectiveness
• Execute QA activities, manage cases, and report results
• Identify potential procedural updates, test script updates, and data discrepancies
• Document defects, evidence packages, and quality findings
• Complete evaluations within required service levels
• Provide quality results to support business coaching
• Partner with business stakeholders, leadership, and quality teams to drive consistent quality standards
• Assess risk and control environment design and effectiveness
• Gather and organize data to identify issues and control improvements for remediation
• Support operational research for regulatory exams, internal audits, monitoring, and inspection reviews
• Capture inspection metrics and support governance dashboard reporting

Business Control Specialist

Administrative Assistant

• Provide diverse and confidential administrative support, including extensive calendar management
• Support management with administrative tasks
• Coordinate travel arrangements and process expenses
• Gather and report information relevant to executives
• Respond to incoming mail
• Assist with organizing in-person meetings and off-sites
• Communicate with executives and line management to gather and convey relevant information
• Answer manager phone lines, document accurate messages, and handle calls appropriately
• Proactively manage multiple executives’ calendars and resolve conflicts
• Arrange travel, expense reports, meetings, and appointments
• Prepare meeting minutes and related documents
• Prepare correspondence, reports, and forms for leaders
• Research and resolve questions and problems for internal and external customers

Administrative Assistant III – Global Payments Operations

Manager

• Oversee and manage a Direct Low Income Housing Tax Credit Portfolio of approximately 60–70 assets
• Identify, classify, quantify, and mitigate risk
• Monitor assets through Development, Conversion, and Stabilization phases
• Conduct site visits according to risk classification
• Prepare semi-annual Watched Asset Reports and present them during Watched Asset Meetings
• Analyze and negotiate capital transactions, including refinancing and Year 15 or Early Exits
• Analyze, negotiate, and work with Counsel on Partnership Amendments
• Analyze and negotiate waivers as needed
• Work with General Partners and consultants on compliance issues
• Review and analyze K-1s, tax returns, and audits according to policy and procedures
• Prepare tax return and audit checklists for each investment
• Prepare stay/leave analysis as necessary
• Work with WCAAs to maintain accurate data in CARMA and EDR
• Maintain strong relationships with GP clients and deliver first-class service
• Work cross-divisionally with internal partners

Senior Asset Manager – LIHTC

Financial Planning and Analysis

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
• Learn foundational financial advisor skills, including acquiring, building, and managing client relationships
• Consider clients’ complex financial pictures and guide them with advice and solutions
• Deliver Bank of America’s banking, investment solutions, and client-care approach in a financial center
• Grow business knowledge using a defined consultative approach to identify client needs and appropriate solutions
• Build a network among 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 banking and investment partners
• Connect clients with Bank of America and Merrill solutions
• Progress toward Financial Solutions Advisor Stage II and other career opportunities after demonstrating success

Financial Solutions Advisor

Consultant

• Analyze processes, document business case opportunities, and implement process improvement and transformation initiatives
• Execute change initiatives to drive cost efficiencies, quality, productivity, and risk mitigation
• Work with business leaders and subject matter experts across business and technology teams
• Implement moderately complex solutions to optimize efficiency, reduce variability, and improve controls, quality, and sustainability
• Gather information from Line of Business partners to identify and implement solutions
• Establish and implement continuous process improvement models using process engineering best practices
• Apply analytics and critical thinking to develop structured, design-oriented solutions with defined business case benefits
• Lead enterprise change management deliverables, including project charters, SIPOC, RACI process maps, risk assessments, and control plans
• Lead complex, cross-functional strategic initiatives across Wealth Management Operations and adjacent Merrill Lines of Business
• Evaluate processes, organizational structures, and technologies to identify improvement opportunities
• Propose mitigation strategies for risks and obstacles
• Use advanced data analytics and visualization tools to develop target-state solutions
• Build and present business cases to senior leadership
• Mentor junior process designers
• Engage executive stakeholders on analysis, status, and strategic recommendations

Process Design Consultant

• Manage and prioritize team tasks, assignments, tickets, service-level agreements, defects, incidents, problems, changes, and releases
• Provide escalation support and leadership point of contact for high-priority incidents and consulting engagements
• Perform team-member responsibilities for applicable teams
• Establish alerts, monitoring, dashboards, and processes for new projects and initiatives
• Support resource interviews and onboarding
• Perform access reviews and compliance activities and serve as an administrative-process delegate
• Create on-call rotations and ensure support during off-hours, weekends, and release windows
• Manage backup, recovery, and disaster recovery processes
• Administer and maintain MongoDB production environments for high availability, scalability, and reliability
• Design and implement MongoDB sharded clusters and replica sets
• Define data models and schema designs aligned with application and performance requirements
• Optimize database performance through query tuning, indexing, and execution-plan analysis
• Monitor performance and conduct capacity planning
• Troubleshoot database performance issues, replication errors, and production incidents to minimize downtime
• Provide leadership, mentorship, and direction to team members and communicate results to senior management and business partners

Technology Services Lead

Financial Crime

• Provide oversight of financial crimes investigation activities and end-to-end investigations or investigation support functions
• Manage a team of proficiency coaches supporting financial crimes investigations
• Oversee investigative efforts related to fraud, money laundering, or terrorist financing
• Review and approve cases and ensure timely and accurate regulatory reporting
• Oversee Investigators or activities performing end-to-end financial crimes investigations
• Ensure Suspicious Activity Reports are completed accurately and submitted timely to regulators and/or law enforcement
• Review investigation facts, escalate risk to senior stakeholders, and partner with Front Line Units to resolve issues
• Lead quality control, training, communications, guidance, monitoring scenario development and enhancement input and testing, or law enforcement liaison responsibilities
• Evaluate internal controls and identify weaknesses or gaps
• Model an inclusive environment and support company Great Place to Work goals
• Demonstrate process knowledge, operational excellence, innovation, data-based decision making, and continuous improvement
• Communicate enterprise decisions, purpose, results, team strategy, priorities, and contributions
• Ensure proper risk discipline, controls, and culture
• Provide coaching and feedback to improve performance
• Manage expenses and budgets
• Assess talent and build bench strength
• Prioritize, inspect, delegate, and deliver business outcomes

Global Financial Crimes Manager – Proficiency Coach

• Process claims pertaining to Credit and Debit Card incomplete transactions
• Perform accurate and timely processing of claims while meeting productivity, quality, and service level targets
• Ensure compliance with operational procedures, risk and control standards, and regulatory requirements
• Analyze account activity, payment transactions, and supporting documentation
• Execute daily BAU activities
• Identify, escalate, and support resolution of process exceptions, system issues, and potential operational risks
• Adhere to the Process Control Framework and support business priorities
• Participate in training, cross-training, and knowledge-sharing initiatives
• Support business resiliency across multiple work types and queues
• Collaborate with internal partners, leadership teams, and stakeholders
• Contribute to continuous process improvement initiatives
• Maintain detailed documentation for audit and compliance readiness
• Handle sensitive customer and financial information with ownership, accountability, and sound judgment

Senior Team Member

Associate

• Assist with moderate to complex tasks related to the credit process
• Support risk activities, including monitoring financial reporting and resolving client onboarding issues
• Coordinate systematic execution of the credit process with managers, specified teams, and operations
• Monitor portfolio activities including financial package collection, maturities, annual reviews, financial analysis summaries, past due payments, and failed covenants
• Assist with complex client needs such as ordering payoff letters
• Clear collateral exceptions to reduce legally binding exposure
• Coordinate deal activities by engaging outside counsel, completing pre-close checklists, and connecting with fulfillment to book facilities
• Support Credit Officers in managing portfolios and reviewing global credit facilities
• Create and process credit approval documents for new, renewed, and amended facilities
• Review approved credit 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 Associate II

• Manage the delivery and health of digital capabilities and processes
• Support digital operations by translating business requirements into digital requirements and acceptance criteria
• Analyze key performance indicators, product risks, controls, and return on investment
• Guarantee quality through business acceptance testing
• Ensure successful go-to-market
• Provide business metric and program analysis and project support
• Assist the CRM team in architecting and developing Salesforce.com solutions for sales associates
• Use a consultative approach to understand business and technical requirements for complex Salesforce.com projects
• Communicate architectural designs, functional capabilities, business process efficiencies, and business value realization to stakeholders
• Develop solutions across the sales lifecycle, including research, solutioning, referrals, application, onboarding, and servicing
• Build and maintain relationships with product owners, technology, quality assurance, lines of business, stakeholders, and partners
• Support delivery of software solutions within time, scope, and budget
• Contribute to operational routines, digital capability health, defect resolution, complaint routing, and performance metrics
• Conduct project, sprint, and release planning and contribute to program vision and roadmap execution
• Create presentations and written materials
• Leverage business knowledge to make informed decisions throughout the product lifecycle