Bank of America

Executive

• Overseeing programs and projects specific to corporate change initiatives impacting the bank's business
• Delivering board level updates and materials on results aligned to program strategy, simplification, and new capabilities
• Engaging and driving relationships with business partners through strategic leadership

Strategic Program Executive

Financial Planning and Analysis

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Nevada Market

Financial Advisor – Development Program

• Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon experience to promote portfolio growth
• Develop a book of business in order to meet and exceed established performance hurdles
• Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to appropriate internal specialists
• Recommend investment products and services that are suitable for prospects
• Balance investment growth, referral activities, customer follow up, prospect building, and personal growth
• Organize and manage resources to run a productive practice
• Seek expertise of specialists, where appropriate
• Complete mandated training, assessments, and continuing education requirements

Financial Advisor – Mid Land Market

Banker

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• Connecting clients to solutions that meet the financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience
• Managing cash responsibilities

Relationship Banker

• Responsible for working with high-net worth individuals identifying needs and developing relationships
• Reviewing financial goals and delivering comprehensive recommendations that align with client goals
• Collaborating with and being mentored by Merrill Financial Advisor Teams
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients and capitalizing on referrals
• Recommending investment products and services suitable for prospects based on their objectives
• Balancing investment growth, referral activities, and personal growth and development
• Completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals

• Perform US IRW Tax Withholding and Reporting
• Coordinate globally with colleagues in GBAM Operations Tax & Control
• Service tax related client inquiries and escalations
• Drive tax initiatives and tax regulatory implementations
• Analyze and interpret tax laws and regulations
• Assist in the preparation of tax planning and compliance strategies
• Prepare and review federal, state, and local tax returns
• Research and analyze tax issues
• Support the preparation of tax compliance and reporting requirements

Senior Tax Professional II

• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

• Perform US IRW Tax Withholding and Reporting function
• Coordinate globally with colleagues in GBAM Operations Tax & Control
• Service tax related client inquiries
• Drive tax initiatives and tax regulatory implementations

Senior Tax Professional

• Work with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients
• Collaborate with and be mentored by Merrill Financial Advisor Teams
• Developing a book of business to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions
• Recommending investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists to identify planning and investment strategies
• Completing mandated training, assessments, performance goals and continuing education requirements

• Handling inbound inquiries from leads regarding Merrill offerings
• Positioning the extensive capabilities of Merrill and Bank of America
• Collecting the necessary client profile data, following standard KYC procedures to open accounts as appropriate
• Serving as interim Financial Advisor, providing recommendations of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences
• Documenting all client interactions and opportunities within Salesforce accurately

Financial Advisor, Merrill Advisor Development Program

General

• Operate within a Follow-the-Sun (FTS) with occasional weekends model
• Serve as a trusted security partner to senior executives
• Identify and reduce executive digital exposure across PII, public records, breach data, and online footprints
• Lead efforts to remove, suppress, and prevent re-emergence of sensitive data
• Detect and remediate impersonation threats targeting executives and families
• Maintain strong working relationships with internal teams and external teams
• Drive program maturity by contributing to strategy, governance, reporting, and scalable risk-based operations

Strategic Program Executive

Financial Advisor – Nevada Market

Financial Advisor – Development Program

Financial Advisor – Mid Land Market

Relationship Banker

Financial Advisor

Relationship Banker

Relationship Banker

Senior Tax Professional II

Financial Advisor

Senior Tax Professional

Financial Advisor

Financial Advisor

Financial Advisor, Merrill Advisor Development Program

Cyber Crime Specialist