Bank of America

Manager

• Manage day-to-day operations for OneDrive for Business, SharePoint Online, Microsoft 365 Office applications, and Microsoft Power Platform services across the enterprise.
• Lead operational administrators, engineers, analysts, support resources, and vendor partners responsible for service monitoring, incident response, change execution, request fulfillment, and platform support
• Own operational readiness for service changes, feature releases, migrations, remediation work, platform updates, and governance changes, ensuring appropriate communications, support plans, and rollback considerations are in place
• Oversee service health monitoring, ticket queues, incident trends, change calendars, backlog prioritization, operational risk tracking, and escalation management across Microsoft 365 services
• Ensure operational controls are consistently executed, including site lifecycle processes, storage management, access reviews, sharing controls, permission standards, and support procedures
• Partner with security, compliance, records management, legal, risk, audit, and technology teams to operationalize data protection, retention, sensitivity labeling and information governance
• Maintain standard operating procedures, runbooks, support models, knowledge articles, service metrics, governance checklists, and operational reporting for supported platform
• Drive problem management, root-cause analysis, recurring incident reduction, corrective action tracking, and continuous service improvement activities
• Prepare operational dashboards, leadership updates, service reviews, and risk summaries covering service performance, SLA trends, incident volumes, adoption, compliance posture, platform usage, and operational maturity

Technology Manager

Financial Planning and Analysis

• Managing the financial relationship of specified Lines of Business (LOBs)
• Providing financial leadership and strategic support to LOBs

Senior Finance Manager – Consumer and Small Business Card Valuations

Associate

• Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients
• Serves as an additional point of contact to clients and/or as backup for the Trust Officers
• Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client's current book of business
• Partners with the Trust office on general day-to-day administration functions for maintaining investment management and trust accounts

Senior Associate, Trust

Banker

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include 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.

Relationship Banker

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed
• Job expectations include 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.

Product Manager

• Leads the assessment of the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards
• Performs monitoring and testing of controls, identifying issues and control improvements for remediation
• Leads the implementation of optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts
• Manages the performance and productivity of team members that conduct quality inspection reviews
• Ensures timely execution of QA activities including control execution, case management, and results reporting
• Manages and reviews all operations front line unit responses for regulatory exams, internal audits, and other monitoring and inspection reviews
• Ensures accuracy of data and that relevant information is captured for inspection metrics to support governance for dashboard reporting
• Manage audits, exams, MRAs and consent orders providing oversight, support and guidance including assembling/reviewing responses, to ensure an accurate, consistent and quality response within expected time frames
• Establish and drive adherence to exam management standards
• Build strong partnerships across front line units to support cross functional exams
• Provide reporting/status updates to senior leader updates on assessment progress, escalate risks and ensure regulator meeting preparedness

Product Audit and Exam Manager

• This job is responsible for serving as a finance partner to specified Lines of Business (LOBs) and directing the day-to-day finance activities to manage strategic annual planning and implementation.
• Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and overseeing value creation ideas and new investment business cases.
• Job expectations include supporting management in key decision making, and influencing and gaining support from financial analysts.
• Leads projects and coordinates resources.
• The teammate is expected to become the subject matter expert for their respective area of focus and interact directly with the Consumer Products and Small Business BFOs, other CFO partners, and Line of Business, Marketing, or Risk partners.

Finance Manager – Business Support

Consultant

• Provide payment processing solutions to small business clients in a phone-based environment
• Consult with small business clients to understand their priorities and provide solutions
• Leverage consultative sales processes for merchant payment solutions
• Drive toward sales and revenue goals while balancing operational excellence
• Collaborate with internal partners and clients to determine payment processing needs
• Identify opportunities proactively and develop a pipeline for sales opportunities
• Adapt to an ever-changing payment processing environment

Merchant Consultant

Sales

• Supports end to end treasury sales process for Treasury Sales Officers on the Healthcare , Higher Education Not For Profit team
• Leverages internal partners and resources to coordinate industry, prospect, and client research
• Maintains accountability for the accuracy and integrity of sales data across core systems
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, and product usage
• Assists with coordinating the Client Management Process (CMP)
• Completes price and cost benefit analysis models to develop pricing strategies
• Partners with Product Specialists to develop strategies to grow revenue
• Supports clients through implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Prepares analysis and presentation materials for all client meetings

Treasury Sales Associate I – Global Payment Solutions, Healthcare, Higher Education, Not for Profit

• 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 connect them to solutions that meet their financial goals.

• Working with high-net worth individuals to identify needs and develop relationships
• Reviewing financial goals and delivering comprehensive recommendations
• Collaborating with and being mentored by Merrill Financial Advisor Teams
• Developing a book of business to meet and exceed performance hurdles
• Prioritizing sourcing prospective clients and capitalizing on referrals
• Recommending suitable investment products and services
• Balancing investment growth, referral activities, customer follow up, and personal development
• Organizing and managing resources to run a productive practice
• Completing mandated training, assessments, and performance goals

Financial Advisor – Merrill Advisor Development Program

Security Engineer

• Support a group/team in developing business insight for focused information security risk discussions
• Provide guidance on information security topics, policies and controls
• Contribute to the ongoing information security initiatives and improvements development, implementation and maintenance of information security for the line of business (LOB)
• Serves as an Information Security subject matter expert and participates in the development, implementation and maintenance of information security for the line of business (LOB)
• Provides guidance and advocacy regarding the prioritization of LOB investments that impact information security
• Advises LOB management on risk issues related to information security and recommends actions in support of the bank's wider risk management and compliance programs
• Monitors information security trends internal and external to the bank and keeps LOB/CIO Partners informed about information security-related issues
• Drives GIS/LOB risk deliverables
• Collaborates with risk partners on info security critical priorities
• Participates in senior LOB specific Risk Management & Business Continuity Routines
• Identifies and measures global information security (GIS) controls on most critical business processes or channels

Information Security Officer

• As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working 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.
• 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

Financial Advisor – Southeast Coastal Market

• Assist multiple Trust Officers in all phases of trust account/relationship servicing
• Serve as an additional point of contact to clients, Merrill Financial Advisors and/or as backup for Trust Officers
• Initiate and monitor client onboarding including account opening and asset transfer

Senior Trust Associate

Account Manager

• Manages backlog of established and complex healthcare clients during the project phase of loan process
• Processes disbursements on behalf of clients
• Communicates frequently with internal/external partners and clients
• Identifies and delivers to client's needs through loan closing process
• Collects required documentation from client based on loan conditions
• Engages in additional responsibilities and mentorship opportunities within the team

Technology Manager

Senior Finance Manager – Consumer and Small Business Card Valuations

Senior Associate, Trust

Relationship Banker

Relationship Banker

Product Audit and Exam Manager

Finance Manager – Business Support

Merchant Consultant

Treasury Sales Associate I – Global Payment Solutions, Healthcare, Higher Education, Not for Profit

Relationship Banker

Financial Advisor – Merrill Advisor Development Program

Information Security Officer

Financial Advisor – Southeast Coastal Market

Senior Trust Associate

Relationship Account Coordinator II – Practice Solutions