Bank of America

Sales

• Responsible for leading product experts supporting Global Transaction Services in client engagements, account management, and closing complex deals
• Manage treasury revenue streams and product penetration across assigned portfolio
• Collaborate with Client Managers, Treasury Sales Analysts, and other partners to provide US and International treasury solutions
• Act as digital ambassador driving mobile, digital and real-time payments adoption
• Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their financial technology advisor
• Drive expansion of Solutions Per Relationship (SPR) and account for revenue growth, client calling initiatives, and portfolio development

Treasury Sales Officer I – Healthcare Not For Profit – Higher Education

Financial Planning and Analysis

• This job is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients.
• Key responsibilities include monitoring changes in credit profiles, compliance with credit agreements as well as structuring and underwriting new financing solutions across the Global Banking and Markets product spectrum.
• Job expectations may include assessing risk solutions which adhere to the bank's risk appetite and risk strategies and coaching and leading team members.
• The Credit Officer II is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions.
• The role also serves as Line/Credit approver in conjunction with Risk management based on credit approval grid and drives the internal credit approval process, loan documentation and closing.
• Involvement with monitoring activities/approvals is also part of the responsibilities.
• The Credit Officer II maintains knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect.

Credit Officer II – Dealer Financial Services

Security Engineer

• Define solution intent and architectural vision in partnership with senior business and technology leaders.
• Collaborate with senior architects and product managers to develop and execute security roadmaps.
• Advise senior executives on security risks, technology gaps, and architectural trade-offs.
• Lead the evolution of enterprise-level security architecture.
• Partner with governance and control owners to resolve policy issues.
• Mentor and guide other GIS architects.
• Establish and continuously improve architectural practices, templates, and documentation.
• Work with product managers and senior technology leaders to prioritize security backlog items.
• Contribute across multiple initiatives simultaneously and adapt quickly between priorities.

Principal Security Architect

Analyst

• Capturing and refining business or system requirements
• Collaborating with project stakeholders to analyze and confirm requirements
• Creating, analyzing, and improving processes and writing user and technical stories
• Managing requirements traceability from concept through implementation

Analyst II – Tech Delivery

General

• Oversees the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards
• Supports the monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation
• Implements optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts
• Conducts and coordinates quality inspection reviews to enhance employee performance and control effectiveness
• Performs QA activities including executing on controls, managing cases, and reporting results
• Executes initiatives by identifying areas of potential testing automation, procedural updates, thematic trends, test script updates, and coaching opportunities to enhance QA program success
• Supports the overall management of and research required for regulatory exams, internal audits, and other monitoring and inspection reviews and evaluates data and information relevant to inspection metrics to support governance activities for dashboard reporting
• Develop strong relationships with business partners to drive compliance and provide advisory support for policies and programs
• Ongoing BAU support for control programs such as Process, Records, Desktop procedures, and tower specific requirements
• Projects to support the CFO priorities including automation leveraging emerging technology, operational excellence, and the war-on-manual

Senior Business Control Specialist

Accountant

• Provides technical tax expertise and ensures assigned accounts are fulfilled to achieve client service standards
• Reviews and prepares complex federal and state fiduciary income tax returns
• Complies with bank standards and policies, federal and state tax law, and client service standards
• Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams
• Develops and delivers technical or systems related tax trainings to the tax department, while serving as the point of contact for questions or inquiries related to tax

Fiduciary Tax Accountant III

Business Analyst

• Define and deliver specific reporting solutions and ad-hoc queries assigned to the team
• Partner with various Merchant reporting partners to understand, resolve differences, and align metrics across different business functions and source systems
• Assist with the development of new reporting and the conversion of existing reporting to utilize the Merchant Commerce Authorized Data Source (MCM ADS) and Merchant Commerce Insight Reporting and Analytics (MIRA) data and reporting solutions including the incorporation of latest AI capabilities
• Assist with the identification of other data to be either brought into these data solutions and/or referenced as part of the reporting and analytics
• Ensure adoption of and adherence to Enterprise Data Management policies and standards, including data quality, lineage, controls, and issue management
• Ensure the integrity and quality of critical Metadata
• Provide design input, execution oversight and testing for technology initiatives
• Partner closely with Technology in various data related initiatives to align data strategy, architecture, and governance priorities with business objectives and regulatory expectations
• Act as a thought leader and “trusted expert” of Merchant data for partners across the business, technology, operations, risk, and compliance
• Enable data to support a broad set of enterprise use cases, including regulatory reporting, analytics, and operational needs, with awareness of nonfunctional requirements such as accuracy, traceability, and resiliency.

• Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
• Triaging client leads, making referrals to business partners based on client needs and asset thresholds
• Meeting with clients to review financial and investment goals and recommend products
• Applying and expanding knowledge by completing required licenses and trainings
• May be responsible for the provision of residential mortgage loans, subject to SAFE Act registration requirements

Financial Solutions Advisor

• 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
• Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth
• 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

• 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

Business Control Manager – Technology Risk, Regulatory Engagement Lead

• Provide comprehensive advice and customized solutions to clients
• Triage client leads and refer to business partners based on client needs
• Review financial and investment goals with clients and build financial plans

National Financial Solutions Advisor, Series 7, 66 Required

Associate

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Registered Wealth Management Client Associate

Product Specialist

• The Event Specialist is responsible for coordinating and fulfilling a high volume of virtual webinars and in-person events at Employee Banking and Investment (EBI) Corporate Client locations.
• The EBI Events Team supports EBI's client-centric Financial Wellness program, marketing initiatives, and account opening opportunities in a fast-paced environment with strict deadlines driven by partner timelines.
• This role serves as a key point of coordination for event intake, logistics, communications, staffing, and execution, ensuring events are delivered on time, within budget, and with a focus on exceptional participant experiences.
• The candidate will collaborate closely with EBI Events teammates and Client Managers while partnering across lines of business, including local Market Leaders, Financial Center leadership, Financial Wellness Specialists, Workplace Benefits, Event Registration System (ERS), and Business Controls.
• This role is responsible for managing event requests from intake through fulfillment, balancing competing priorities, and supporting continuous improvement efforts to ensure a seamless client and participant experience.

Product Consultant – Event Specialist, Employee Banking and Investments

Product Operations

• Developing short and long-term product management plans
• Conducting market research and competitor analyses
• Determining product pricing
• Developing short and long-term strategies
• Identifying innovative opportunities to modernize product offerings
• Ensuring that product management efforts are integrated with sales, marketing, operations, implementation, and customer service strategies
• Partnering closely with technology and product/platform teams to ensure a global, consistent approach

Senior Product Manager II – Global Operations

Product Manager

• Responsible for maximizing the value for one or more products
• Working with stakeholders to understand their needs
• Ensuring delivery of products that meet client expectations, including features, security, availability, resiliency, timelines and costs
• Point person for customer presentations and questions related to those technologies
• Generating the vision and roadmap for the program based on customer requirements, industry trends, regulations, and the strategic direction for the business or technology domain
• Communicating the program vision and roadmap to stakeholders, product owners and the teams
• Overseeing the budget(s) for one or more products by working closely with finance partners on both personnel and non-personnel expenses
• Ensuring product availability by partnering closely with demand and capacity teammates
• Developing business cases for new products and additional features for existing products
• Partners with the product owners and the teams to ensure that optimum value is obtained through technology and subject-matter expertise and understanding of the business and industry trends