Bank of America

Banker

• Engage clients in the lobby to assist with transactions
• Educate clients on self-service resources
• Process cash transactions accurately
• Conduct in-depth conversations to understand client needs
• Connect clients to financial solutions

Relationship Banker

• engages 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

• 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.
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Financial Planning and Analysis

• 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 – Greater Seattle Market

• 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

• 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
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to gain in-depth knowledge of their financial and life priorities

Analyst

• Conduct evaluations of threats and incidents and identifies opportunities for process and control enhancements
• Support the organization in making decisions and taking action to improve how we defend the bank using threat led operations
• Engage with subject matter experts and control owners to conduct independent research using various applications and tools
• Document details on the threats and the banks defensive posture in the system of record
• Complete a Quality Assurance (QA) review to ensure all threats are comprehensive, complete, and accurate
• Analyze threats and incidents sourced from GIS partner teams to identify and triage process and control weaknesses in context of risks arising from the threat
• Document defensive posture, process and control weaknesses, and overall risk of each threat
• Review threats/incidents holistically to identify broad themes and strategic issues, enabling GIS to protect against cyber threats effectively and proactively

Evaluation Analyst

AI Engineer

• Define and lead the engineering approach for solutions at the program or portfolio level
• Improve the design, quality, and reuse of the solution
• Deliver technology enablers that improve development efficiencies
• Develop the engineering approach for the entire program/portfolio solution
• Lead technical oversight for teams in solution development

Principal Engineer – Agentic AI Engineering

Sales

• Supports end to end treasury sales process for Treasury Sales Officers on the Commercial Real Estate Team focused on developing strategies to grow revenue domestically and internationally.
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
• Supports clients through implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
• Ensure escalated service issues are properly managed with the right resources
• Prepare analysis and presentation materials for all client meetings
• Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

Treasury Sales Associate I – Global Payment Solutions

• 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

Business Intelligence Analyst

• Developing reports to support management decision making
• Performing all phases of report development process
• Participating in client meetings to understand needs
• Creating report visualizations and managing report deployment

Client Reporting Analyst, Level III

• Responsible for leading product experts supporting Global Transaction Services in client engagements
• Participate as the product sales or industry expert in client calls
• Identify opportunities and influence solutions
• Drive collaboration between product, sales, and client relationship teams to package marketing leading solutions
• Manage and actively pursue treasury revenue streams and product penetration across an assigned portfolio
• Pursue client prospect opportunities outside of the portfolio
• Act as digital ambassador driving mobile, digital and real-time payments adoption
• Engage with complex Not-For-Profit Healthcare and Private Higher Education companies
• Articulate and understand the not-for-profit, healthcare and higher education environment
• Advise clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions
• Drive expansion of Solutions Per Relationship (SPR)
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations
• Manage and lead strategic dialogues around key client centric issues
• Coach and mentor Treasury Analysts and work with Servicing and Implementation teams

Treasury Sales Officer II – Healthcare, Not For Profit, Higher Education

Financial Crime

• Supporting programs and projects specific to corporate change initiatives
• Assists with defining program controls, processes, procedures, reporting cadence, decision governance structures
• Partners closely with project sponsors, cross-functional teams, and assigned project managers
• Supports the execution of defined tasks through tracking of program milestones and their statuses
• Analyzes, evaluates, and overcomes program risks and produces program reports
• Works with other program managers to identify risks and opportunities

Consumer AML Program Lead

Compliance

• This role is responsible for executing second line of defense compliance and operational risk oversight for Consumer Credit
• The Risk Officer is an independent oversight and review/challenge role that exercises intellectual curiosity, judgment, objectivity, and functional knowledge to identify, evaluate, and mitigate risk across the business coverage areas, balancing business strategy with appropriate controls
• Assesses risks and effectiveness of Front Line Unit (FLU) Fulfillment Operation processes and controls to ensure compliance with applicable laws, rules, and regulations
• Engages in activities to provide independent compliance and operational risk oversight of FLU or Control Function (CF) performance and any related third party/vendor relationships
• This includes execution of monitoring, risk assessments and other risk program activities and ownership of Risk tests executed by Enterprise Independent Testing
• Reviews and challenges FLU/CF process, risk, Single Process Inventory, and FLU/CF Risk and Control Self-Assessment related to themes or trends
• Identifies and escalates problems or issues that arise and drives actions to address the root causes that lead to compliance risk issues and/or operational risk losses
• Manages inventory of processes, risks, controls, and associated metrics for risk appetite and limits, reporting violations of compliance or regulatory activities
• Assists in the development of independent risk management reporting for respective area(s) of coverage as input into country/regional governance and management routines
• Analyzes and interprets applicable laws, rules, and regulations to provide clear and practical advice to stakeholders, and identify and manage risks

Relationship Banker

Relationship Banker

Relationship Banker

Financial Advisor – Greater Seattle Market

Relationship Banker

Relationship Banker

Relationship Banker

Evaluation Analyst

Principal Engineer – Agentic AI Engineering

Treasury Sales Associate I – Global Payment Solutions

Financial Advisor

Client Reporting Analyst, Level III

Treasury Sales Officer II – Healthcare, Not For Profit, Higher Education

Consumer AML Program Lead

Compliance & Operational Risk Manager – Consumer Credit