Bank of America

Data Analyst

• This job is responsible for performing more complex analysis and modeling to minimize loss exposure and negative impacts to the customer experience.
• Key responsibilities include utilizing a variety of systems such as Excel, SAS, SQL, Tableau, and other relational data bases to provide analytical support on strategies, ensure goals are met, and propose policy and procedural changes within segmentation structures to produce optimal results.
• Job expectations include evaluating data to assess potential fraud risk and create mitigation strategies.

Cons Prod Strat Analyst III – Global Payment Operations, Fraud Analytics

General

• Responsible for working in different queues as per the standard procedures ensuring high level of accuracy & consistency
• Respond to customer requests in a timely manner by processing Claims and Chargebacks / working on Customer request / working on deceased customer account / review potential fraud alert which is out sorted by fraud filters to protect our customers from fraud while also protecting the bank’s assets
• Investigate the claim for identifying suspicious activities on the claims and also looks for the recovery opportunities as per the procedure
• Determine the best course of action for the Customer to resolve the claim or setting the correct expectations
• Maintaining the KPI's and KRA's of the process
• The associate will be expected to complete a targeted number of decisions per hour, as well as be measured on decision accuracy.

Team Member

Team Leader

• Responsible for various day-to-day accounting processes, financial analysis, financial and management reporting
• Accountable for application of financial principles, ability to read and comprehend financial reports and conduct & conclude analysis
• Responsible for data dictionaries/conformance to instructions and/or preparation of various regulatory reports
• Perform Legal Entity tax forecasts; review tax journal entries and tax account analysis
• Performing reconciliations of Balance Sheet accounts adhering to Account Reconciliation Policy
• Supporting in systems Implementation and enhancements
• Responsible for executing changes to finance systems
• Ensuring adherence to financial data standards and quality of data
• Support risk management, controls & compliance processes
• Project work related to process improvement and automation of processes
• Supporting in project management and various team initiatives
• Data collation and liaising with various stakeholders

Financial Planning and Analysis

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Financial Solutions Advisor

Human Resources

• Partners with business and Human Resources (HR) leaders to design and deliver talent management strategies and talent development plans that ensure effective succession planning and a bench of future leaders
• Leads, designs, and implements key leadership development processes and HR initiatives such as talent and succession planning, performance management, organizational design and effectiveness, manager development, 360 feedback, and program nominations
• Executes talent management strategy and organizational design across local, regional, and enterprise teams and partners while ensuring compliance with rules and regulations
• Provides consultative support and coaching to key leaders focused on promoting and developing diverse and top talent
• Maximizes business and enterprise objectives and outcomes by implementing strategic talent solutions leveraging quantitative and qualitative data
• Partners with control functions (e.g., Corporate Communications, Legal, Risk, Compliance) to mitigate people risk and effectively communicate people moves and talent processes to impacted stakeholders
• Consults with leaders on organizational change including assessing operating model and org design effectiveness, preparing org design proposals and communication plans. Serves in advisory roles for horizontal initiatives across Global Technology and BMC organizations, working with line of business and HR partners to consult.

Talent Consultant II – Global Technology, Business Management & Controls

Consultant

• Oversees infrastructure delivery (scope, milestones, and capability)
• Serves as a single point of contact for all technology stakeholder needs
• Reports on key metrics and monitors the overall health of the portfolio
• Manages yearly and monthly initiative funding budget

Service Delivery Consultant

Production Engineer

• Defines and leads the engineering approach for solutions at the program or portfolio level
• Delivers significant business outcomes and continuously improves design, quality, and reuse of the solution
• Leads the planning, definition, and design of complex features spanning multiple teams
• Creates ideas on designing complex technology and solution development approaches
• Leads and is responsible for the end-to-end test strategy and integration between teams
• Owns and maintains the production stability backlog, prioritizing and resolving Production Known Errors (PKEs)
• Drives root cause analysis for high-impact and recurring issues to deliver preventative actions
• Ensures user queries and incidents are acknowledged, tracked, and resolved in a timely manner
• Provides clear communication during incidents, escalations, and post-resolution activities

Principal Engineer – Production Stability, Development

Digital Marketing

• Partners with business and Human Resources (HR) leaders to design and deliver talent management strategies and talent development plans that ensure effective succession planning and a bench of future leaders
• Leads, designs, and implements key leadership development processes and HR initiatives such as talent and succession planning, performance management, organizational design and effectiveness, manager development, 360 feedback, and program nominations
• Executes talent management strategy and organizational design across local, regional, and enterprise teams and partners while ensuring compliance with rules and regulations
• Provides consultative support and coaching to key leaders focused on promoting and developing diverse and top talent
• Maximizes business and enterprise objectives and outcomes by implementing strategic talent solutions leveraging quantitative and qualitative data
• Partners with control functions (e.g., Corporate Communications, Legal, Risk, Compliance) to mitigate people risk and effectively communicate people moves and talent processes to impacted stakeholders
• Drive end-to-end learning strategy for client organizations, working closely with learning consultants and leveraging internal learning resources. Consult with leaders on organizational change including assessing operating model and org design effectiveness, preparing org design proposals and communication plans. Serve in an advisory role for horizontal initiatives across the Chief of Administrative Officer organization, working with HR to consult.

Talent Consultant II – Marketing, Digital and Specialized Consumer Client Solutions

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams
• Build and manage client relationships
• Provide comprehensive financial advice and solutions
• Collaborate with banking and investment partners
• Deliver client reviews and presentations with confidence

• Responsible for maintaining the bank’s HR organizational & role structures
• Lead governance of the DIM ecosystem, ensuring disciplined change management
• Proactively identify and manage upstream dependencies and downstream impacts to protect data quality and reporting accuracy
• Create strategic reporting solutions and monthly reports/dashboards
• Develop and enhance data management tools, queries, and processes including automation of data mining and analytics supporting HR reporting
• Evolve current analytical framework to support stakeholders in identifying new or emerging risks from HR data

HR Analytics, Data Governance Consultant I

• Manages client traffic and fosters client retention
• Oversees functions for the teller line and adherence to policies
• Drives operational excellence by engaging employees on business strategy
• Implements directives and takes on leadership responsibilities when necessary

Financial Center Assistant 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 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

Sales

• Leading product experts supporting Global Transaction Services in client engagements
• Participating as the product sales or industry expert in client calls
• Identifying opportunities and influencing solutions
• Driving collaboration between product, sales, and client relationship teams
• Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios
• Acting as digital ambassador driving mobile, digital and real time payments adoption
• Managing strategic dialogues around key client centric issues
• Ensuring responsible revenue and balance sheet growth
• Leading pricing and negotiation discussions with the client for treasury management products

Treasury Sales Officer II

Security Engineer

• Responsible for oversight of executive protection teams and activities within a specific geographic region and the health, safety, and physical security of all attendees at Bank of America sponsored or hosted events
• Develop and implement comprehensive security plans and protocols
• Direction of activities to ensure safety and security of the senior management team and bank events
• Delivery of threat analysis across various platforms with cross-functional teams
• Create a safe and secure business environment for employees, clients, and stakeholders
• Manage ongoing incidents, medical conditions, and/or event-related investigations
• Develop strong partnerships with key business stakeholders, and local and federal law enforcement agencies

Executive Protection, Events Security Manager II – Major Events

• 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.

Cons Prod Strat Analyst III – Global Payment Operations, Fraud Analytics

Team Member

Team Leader

Financial Solutions Advisor

Talent Consultant II – Global Technology, Business Management & Controls

Service Delivery Consultant

Principal Engineer – Production Stability, Development

Talent Consultant II – Marketing, Digital and Specialized Consumer Client Solutions

Financial Solutions Advisor

HR Analytics, Data Governance Consultant I

Financial Center Assistant Manager

Relationship Banker

Treasury Sales Officer II

Executive Protection, Events Security Manager II – Major Events

Senior Banker