Bank of America

Banker

• 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 financial goals

Relationship Banker

Financial Crime

• performing end-to-end investigations or investigations support functions of external financial crimes activities across one or more lines of business
• conducting routine to complex investigations, including money laundering, or terrorist financing
• acting as the liaison to Law Enforcement as required
• providing coaching and inputs to investigators to improve case quality
• ensuring all cases are sufficiently investigated and findings are adequately documented
• reviews, analyzes, and makes recommendations on investigations
• identifying enhancements to ensure cases meet or exceed closure and quality metrics
• reviews Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcement
• reports facts of the investigation to senior stakeholders
• assisting in identifying potential operational or compliance risks
• partnering with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations
• performing quality control functions, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities in an investigative support role
• supporting the identification of improvements to the investigations and case assignment processes to enhance the effectiveness of investigative procedures
• participating in the case assignment process to distribute work across the investigative team

GFC Investigator – Commercial, AML

DevOps Engineer

• Design and implement highly available and scalable systems, ensuring the reliability and performance of the company's website or application
• Collaborate with cross-functional teams to define and establish service level objectives (SLOs) and service level agreements (SLAs) for critical systems
• Monitor systems and applications, proactively identifying and resolving any performance bottlenecks or availability issues
• Develop and maintain monitoring tools, alerts, and dashboards to provide visibility into system health and performance
• Conduct post-incident analyses to identify root causes and implement preventive measures to avoid future incidents
• Automate repetitive tasks and processes to improve efficiency and reduce manual intervention
• Create and maintain documentation for system architecture, configuration, and troubleshooting procedures
• Collaborate with development teams to implement and deploy new features and enhancements, ensuring they meet reliability and performance standards
• Stay up to date with industry best practices, new technologies, and emerging trends in site reliability engineering

Site Reliability Engineer

Strategy

• Drives development of GPS Innovation strategic direction and execution of related initiatives across the organization.
• Supports senior leaders across the payments space.
• Leads sourcing and progression of concepts through the innovation funnel articulating client pain points, potential solutions, applicable frameworks, business economics, etc.
• Partners with SMEs across the organization to flesh out concepts and next steps.
• Develops requirements for test and learn, success metrics and criteria for proofs of concepts.
• Takes learnings to design a phased commercialization approach partnering with product to deliver on concept vision.
• Design and develop business requirements based on a true understanding of client needs, working closely with cross-functional partners to inform scope and solution design of new functionality for Corporate, Customer-facing and Associate-facing solutions.
• Develop subject-matter expertise and business acumen in order to design and implement these payment solutions.
• Develop Innovation concepts for Global Payments Solutions.
• Partner with LOB SMEs to evaluate and flesh out concepts.
• Create business cases to prioritize opportunities.
• Conduct analyses, extract insights, and communicate finding simply and succinctly.
• Develop and track metrics to understand viability of concepts.
• Improve visibility and usability of learnings from assessment of Innovation concepts to support strategic decision making.
• Maintain visibility into Payments industry trends and developments.
• Deliver payment solutions in business, technology or operations role with proven track record on managing projects end-to-end through the system development lifecycle, bringing new capabilities to market.

Business and Strategy Lead

Attorney

• Providing legal advice and support for artificial intelligence (AI)-related contracting
• Structuring, drafting, reviewing, and negotiating AI-related provisions in various agreements
• Developing and maintaining enterprise contracting standards, templates, and playbooks
• Advising on legal issues related to data use, intellectual property, cybersecurity, regulatory compliance, and AI governance
• Collaborating with various stakeholders to support technology initiatives
• Monitoring legal, regulatory, and market developments affecting AI contracting and offering practical guidance

Attorney – AI Contracts

• Provide legal advice and guidance on AI use cases and strategic technology initiatives
• Help identifying, assessing, documenting, and managing legal risks from AI adoption
• Review AI use cases throughout their lifecycle and assess legal considerations
• Support governance and oversight activities and develop legal guidance
• Provide practical legal solutions for complex technology issues

Attorney – AI Innovation

Financial Planning and Analysis

• Ensure optimal alignment between the business’ strategies, future state operating model and the learning program required to deliver on them
• Build strong relationships to partner effectively with a variety of constituents
• Partner with business and HR leaders to deliver a comprehensive learning and development program that will ensure our workforce is well equipped to meet the needs of the business
• Apply expertise in Global Learning to identify opportunities, strategies, and solutions that are directly linked to organizational and business goals
• Enhance operational efficiency and collaboration and drive a culture of continuous learning
• Support executives in building/developing strong teams
• Identify, develop and lead the implementation of multiple programs in a fast-paced, challenging environment with competing priorities
• Measure success and drive continuous improvement
• Lead a geographically dispersed team; inspire a strong sense of camaraderie and accountability and motivate continuous improvements to performance

Academy Executive – Wealth Management, Consumer Investments, Private Bank

Sales

• Treasury Sales Client Officer is responsible for delivery of integrated treasury solutions to Private Bank clients
• Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client
• Actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio
• Partnering closely with client-facing teammates to consult on sales opportunities
• Providing product expertise to deliver the best possible solution that meets the objectives of the client/prospect
• Managing day to day relationships with clients
• Retaining and growing existing revenue, seeking opportunities to deepen solutions per relationship
• Managing pricing & profitability, and direct phone/web-based client calling within the Private Bank GPS Division
• Coordinating regular relationship review meetings with the client team
• Identifying cross-sell opportunities through account analysis & regular client interaction
• Protecting and growing revenue

Treasury Sales Client Officer II – Global Payment Solutions

• 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
• Connecting clients to solutions that meet their 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

• Learns how to provide tailored and personalized advice to clients through reviews and presentations
• Understands client solutions that are best suited for their financial needs
• Shadows Financial Advisor teams to build their network
• Leverages available resources and technologies to optimize the customer experience
• Participates in ongoing training focused on how to develop a book of business
• Builds relationships with internal service providers based on client needs and asset thresholds
• Manages risk proactively in every aspect of business, product, and service transaction

Financial Advisor, Merrill Advisor Development Program

Associate

• Supports the analysis of market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
• Collaborates with Market Executives, Relationship Managers, and team members across the bank to help prepare client presentations and support client deals
• Observes and supports the credit approval and treasury solutions processes to build knowledge of products, services, and related approval and packaging requirements
• Supports the coordination of clients/prospects and partners from product and deal teams throughout the course of a transaction
• Supports the delivery of new business analytics, monitors client activities, and performs portfolio optimization to identify and expand client relationships while maintaining and enhancing business opportunities
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Observes with domestic and international teammates including Investment Banking, Foreign Exchange, and Wealth Management, and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions

Commercial Associate – Middle Market

• This job is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
• Key responsibilities include balancing working service requests and other transactional activities such as in-person or inbound call delivery.
• Job expectations include proactively connecting with clients, conducting consistent follow-up routines, and handling complex and diverse client engagements.
• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.
• Responds to customer inquiries and concerns, creating customized solutions.
• Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans).
• Identifies client needs for licensed sales functions and refers to partners (Merrill, Lending, & Small Business).
• Quotes rates, terms and programs for banking solutions.
• Manages risk in every business, product and service transaction leveraging available tools.
• Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs.
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

Senior Banker

• Helps to drive new merchant business acquisition in direct partnership with TSOs and collaboration with relationship managers.
• Engages clients as part of the extended client team for more complex merchant sales.
• Deep understanding of a client’s commerce ecosystem and the ability to consult on ways to integrate, cover industry standards, trends and broader bank product solutions.
• Main point of contact for new merchant business sales for the higher valued and more complex opportunities.
• Must be skilled at developing tailored value propositions for various client types and industries.
• Ability to appropriately position value and drive solutions per relationship across the merchant solutions set - Tokenization, Equipment, Transaction Routing, etc.
• Work across a matrixed coverage organization to achieve objectives - working with TSOs and client managers to uncover opportunities, advise in the best way to target prospects and close new business
• Provide strategic guidance and advisory content that helps encourage both prospects and clients of the bank to move their merchant services business to Bank of America.
• Provide guidance and oversight on key elements of the merchant product sales cycle.
• Supporting TSOs that will be acting as the deal lead with client selection, pricing, credit review and post sale implementation.
• The MSPS will be primarily focused on developing new business, consistent pipeline growth and conversion.

Treasury Product Sales Manager I

General

• Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility
• Collaborates with Client Management teams to perform analysis of credit opportunities and prospects at the bank
• Manages client and prospect originations including initial credit structuring, underwriting, legal documentation review, and deal closing
• Delivers on data accuracy and quality of underwriting metrics in compliance with internal policies and procedures
• Monitors the client's operating performance and financial condition, proactively identifying issues and opportunities
• Monitors assigned portfolios of client loan maturities and collaborates with Analysts to continuously recognize and address risks in a timely manner
• Escalates and debates deteriorating assets in partnership with the Special Assets Group and Risk as appropriate
• Participates in Regional and Market meetings to communicate credit delivery best practices and results

Credit Officer II

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to understand their financial and life priorities
• Connecting clients to solutions that meet their 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 to do what is right for clients and the bank
• Growing business knowledge and network by partnering with experts in small business, lending, and investments
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience