Bank of America

Banker

• 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

Financial Planning and Analysis

• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence

Market Financial Center Manager

• 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

• Obtain Securities Industry licenses including SIE, Series 7 and Series 66 Exams
• Build and manage client relationships
• Guide clients with financial advice and solutions
• Work in a financial center delivering banking and investment solutions
• Provide comprehensive advice and client reviews
• Collaborate with banking and investment partners
• Meet performance milestones for career progression

Financial Solutions Advisor

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66
• Build and manage client relationships
• Guide clients with advice and solutions to help them live their best financial lives
• Deliver Bank of America’s core banking, investment solutions, and client care
• Participate in training and development programs

Financial Solutions Advisor – Registration Candidate

• Engage clients in the lobby to educate and assist with transactions
• Accurately and efficiently process cash transactions as needed
• Have deep conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet their financial needs
• Follow established processes and guidelines in daily activities
• Grow business knowledge and network by partnering with experts
• Manage financial center traffic, appointments, and outbound calls effectively
• Drive the client experience

Sales

• The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of General Industry including large complex international firms with corporate revenues of $100 million to $2 billion.
• The TSO will partner with Relationship Bankers, GPS Product Specialists and others across the enterprise to develop and deliver customized treasury solutions that meet client objectives.
• Act as digital ambassador driving mobile, digital and real-time payments adoption, manage and lead strategic dialogues around key client-centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solution positioning.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.
• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.

Treasury Sales Officer II – Global Payment Solutions

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.
• Accurately and efficiently processing cash transactions for clients as needed.
• Deep conversations with clients to connect them to financial solutions that meet their goals.

• This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients.
• Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges.
• As an established Treasury Sales Officer (TSO) aligned to Global Commercial Banking’s Transformative Technology Group, you’ll partner closely with Relationship Managers (RMs) while overseeing a portfolio of US based, globally oriented Middle Market Technology companies with annual revenues up to $2 billion.
• You’ll serve as a trusted advisor by offering industry leading expertise around global liquidity management, payables and receivables optimization, alternative and emerging payments, foreign exchange, working capital, and digital transformation.
• You’ll strengthen existing connections, prospect new ones, and introduce clients to strategic partners along the way as you deliver BofA’s globally consistent and locally relevant treasury platform.
• The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios.
• The TSO works closely with several partners such as Relationship Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients’ needs.
• Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations.
• This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.
• Maintains a strong client focus while also understanding the operational aspects of the bank.
• A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success.
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
• The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
• Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.
• Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations.
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth.
• Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.

Treasury Sales Officer II – Transformative Technology

Program Manager

• One week of onboarding, organizational structure, divisional/business and soft skill set developmental training
• Combination of classroom instruction, e-learning modules, educational speaker series, case studies and presentations from/to line of business throughout program
• Mentorship and access across the entire bank
• Peer and professional networking throughout the full cycle of the program
• Working on cutting edge problems and help develop innovative solutions in all aspects of client coverage and deal execution including:
• Adhering to the highest degree of professional standards and strict client confidentiality
• Coordinating the activities of team members and clients with minimal supervision while taking on new responsibilities
• Building relationships and facilitating the information flow across a wide array of products and businesses
• Conducting industry and product research, database maintenance and/or writing reports
• Preparing pitch books, live deal materials and economic and market updates
• Pitching new business
• Analyzing detailed corporate and financial information, as well as conducting due diligence
• Performing complex financial modeling & valuation work (discounted cash flow, pro forma merger, precedent transaction, comparable company analysis, etc.)
• Idea generation and seeking out new, value-added, and/or unusual sources of information

Global Operations – Accelerated Military Development Program

General

• This job is responsible for being the first point of contact for Treasury clients submitting implementation of treasury, cash management, card, merchant and depository product requests via email channel, and phone.
• Key responsibilities include handling end-to-end processing for moderately complex implementations and ensuring engagement of internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) as appropriate.
• Job expectations include working directly with the client to resolve implementation issues.
• You will implement treasury products and solutions for clients.
• You will take ownership of the end-to-end resolution of projects.
• You will conduct research using various bank systems to enable thorough and accurate responses to client enquiries.
• You will respond to enquiries received from clients and Sales partners.
• You will resolve conflicts while appropriately escalating concerns that may jeopardise client experience.

Senior Fulfillment Specialist

• This job is responsible for managing a financial center and it's employees on a day-to-day basis.
• Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.
• Job expectations include ensuring operational excellence and cohesive effectiveness.
• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Financial Center Manager

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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

Operations

• This job is responsible for managing one or more major operations segments for a site, region, or product line within the bank's internal operations.
• Key responsibilities include identifying, analyzing, and resolving complex problems related to product lines, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency.
• Job expectations include supervising day-to-day activities of employees such as executing transactions.
• Responsible for overseeing all areas of leasing property tax operations, ensuring business personal property tax returns, assessed values, and tax bills are processed accurately and timely.
• This role manages property tax application and reporting, drives process improvements, and supports a collaborative team environment across multiple locations.
• Serves as a key point of contact for cross-functional communication, system access approvals, and operational consistency.

Relationship Banker

Relationship Banker – Spanish Required

Market Financial Center Manager

Relationship Banker – Spanish Required

Financial Solutions Advisor

Financial Solutions Advisor – Registration Candidate

Relationship Banker

Treasury Sales Officer II – Global Payment Solutions

Relationship Banker

Treasury Sales Officer II – Transformative Technology

Global Operations – Accelerated Military Development Program

Senior Fulfillment Specialist

Financial Center Manager

Financial Solutions Advisor – Registration Candidate

Group Operations Manager