Bank of America

Financial Planning and Analysis

• Works with clients to plan their short and long-term financial goals
• Recommends banking and investments strategies that align with client financial goals
• Triages client requests and makes referrals to appropriate internal service providers
• Identifies and engages potential new clients through referrals
• Provides coaching and feedback to referral partners

Financial Solutions Advisor

Account Manager

• Providing advice and valuable financial solutions to complex Global Commercial Banking clients
• Serving as the primary point of contact or trusted advisor
• Acquiring, deepening, and maintaining profitable relationships
• Collaborating with teammates and facilitating client relationships with Product Specialists
• Knowledge of the bank's products and services to identify cross-selling opportunities
• Increasing overall client satisfaction

Senior Relationship Manager – Global Commercial Banking, Healthcare, Education, Not-for-Profit Group

Advisor

• supporting Merrill advisors with planning, personal philanthropy, and wealth transfer/tax minimization
• building relationships with advisors and analyzing estate and financial information
• developing planning strategies

Wealth Strategies Advisor – Private Bank

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, Commercial Real Estate

• Developing a book of business to meet and exceed established performance hurdles
• Prioritizing sourcing prospective clients and delivering customized solutions
• Recommending investment products and services suitable for clients
• Balancing various activities such as investment growth and customer follow up
• Seeking expertise of specialists to identify strategies for clients
• Completing mandated training and performance goals

Financial Advisor – Sacramento Market

Infrastructure Engineer

• Manage commercial software licenses and procurement processes for AI Infrastructure products.
• Partner with CIO application teams to manage hardware and software demand forecasts.
• Own the end-to-end lifecycle of AI infrastructure products and services, from strategy to execution.
• Drive financial accountability, including budgeting, forecasting, chargebacks, and benchmarking.
• Lead vendor negotiations, manage contracts, and mitigate vendor risk in collaboration with procurement and vendor management.
• Partner with engineering and vendor teams to deliver innovative solutions and manage technical development activities.

AI Infrastructure Services Production Specialist

• Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams, especially Consumer Banking and Workplace Benefits
• Monitor EBI sales reporting and identify gaps/opportunities
• Support effective on-boarding, training, and continuing education of unregistered sales associates.
• Drive the adoption and execution of client relationship process, including sales playbook and lead management to achieve region goals while ensuring compliance with regulatory, policies and procedures
• Support the team in implementing effective performance management including goal setting, incentive, and other reward and recognition mechanisms
• Drive metrics and targets related to client experience, productivity, number of new relationships, revenue growth, leadership behaviors & teamwork, partnership ability & managing by influence
• Lead and develop program initiatives relating to partners and process evolution

Performance Manager, Banking & Investments

Manager

• Building and leading a team to deliver technology products and services that meet business outcomes
• Developing a technology strategy and ensuring technology solutions comply with applicable standards
• Promoting design, engineering, and organizational practices
• Advocating and advancing modern, Agile solution delivery practices
• Coaching, mentoring, providing feedback and hands on career development
• Identifying emerging talent, fostering leadership skills, and managing stakeholders
• Performing financial activities to inform workforce strategy and hiring practices
• Setting and tracking maturity and quality objectives
• Training employees/teams to address feedback and achieve quality and performance objectives
• Managing relationships with business and technology partners

Senior Technology Manager

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
• 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
• 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
• Managing cash responsibilities

Relationship Banker, Spanish Language Preferred

General

• Provides leadership in defect, incident, problem, and change review meetings and release activities as applicable, developing reliable and repeatable solutions to technology issues
• Manages the stability, resiliency, reliability, and performance of a wide array of supported systems
• Provides point of escalation for team members, peers, and partner teams, and shares the leadership Point of Contact for triage of high priority incidents or consulting engagements
• Mentors staff, provides technical leadership across the organization, and participates and helps with the resource interview and onboarding processes
• Directs appropriate teams to ensure alerts, monitoring, dashboards, and processes are established appropriately for new projects and initiatives
• Performs access reviews, conducts compliance activities, and serves as a delegate for administrative processes
• Supports change implementations and proactively identifies potential issues resulting from the changes
• Managing vulnerability remediation, designing and implementing robust patching strategy with end to end automated solutions
• Designing, deploying, and maintaining databases on containers on Kubernetes / OpenShift platforms
• Implementing highly resilient, secure, scalable and performant architectures in Hybrid cloud environments
• Sustaining ongoing compliance to bank’s standards including Identity Access Management, Data protection and Security baselines
• Collaborating with cross‑functional teams to deliver secure, resilient, and production‑ready infrastructure platforms
• Contributing to CI/CD pipelines, infrastructure automation, and operational best practices
• Participating in Agile ceremonies and supporting iterative, high‑quality software delivery

Senior Technology Services Lead

Executive

• Maintain end-to-end accountability for complaints performance, including intake, research, resolution, quality, client outcomes, risk, and controls.
• Ensure compliance with the enterprise complaints program, ensuring effective follow-up, timely closure, and performance against established service and quality metrics.
• Drive strategic initiatives focused on improving complaint resolution effectiveness, operational efficiency, and client experience.
• Identify emerging trends and root causes through complaint analysis and implement sustainable corrective actions.
• Lead an organization of 110+ associates and leaders across a complex servicing and operations environment.
• Oversee high-volume complaint processing and research activities, ensuring accuracy, timeliness, quality, and consistency.
• Optimize workforce utilization, processes, and operating models to achieve performance and productivity objectives.
• Establish performance expectations and accountability measures that drive operational excellence.
• Directly manage key risk, regulatory, compliance, and reputational outcomes associated with the complaints function.
• Ensure adherence to all regulatory requirements, enterprise policies, and governance standards.
• Implement and maintain effective controls, monitoring routines, and quality assurance practices.

Complaints Research & Resolutions Executive

• 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

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.
• 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.

Relationship Banker – Spanish Required

Client Services Representative

• Assesses risks and effectiveness of Front Line Unit (FLU) processes and controls to ensure compliance with applicable laws, rules, and regulations, while responding to regulatory inquiries, other audits, and examinations
• 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 in alignment with the Global Compliance - Enterprise Policy, the Operational Risk Management - Enterprise Policy (collectively the Policies) and the Compliance and Operational Risk Management Program and Standard Operating Procedures
• 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
• Reviews and challenges FLU/CF process, risk, Single Process Inventory, and FLU/CF Risk and Control Self-Assessment related to themes or trends, while monitoring the regulatory environment to identify regulatory changes applicable to area(s) of coverage
• Lead, coach, and develop a team of Compliance and Operational Risk officers, fostering a culture of accountability, continuous improvement, and effective risk management.

Compliance & Operational Risk Manager – Client Services

• 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