Bank of America

General

• Engaging clients in the lobby to educate and assist with transactions
• Accurately and efficiently processing cash transactions for clients
• Deep conversations with clients to understand financial goals and priorities

Relationship Banker

Manager

• Act as a strategic partner and extension of senior leadership
• Drive alignment, prioritization, and execution across the organization
• Coordinate and deliver diverse administrative functions
• Act as a central point of contact for senior leadership routines and activities
• Manage budget analysis and recommendations, operations analysis, and resolution of work flow issues
• Deliver executive-level dashboards, performance reporting, and insights
• Support change and transformation initiatives through clear communications
• Ensure strong governance, controls, and audit readiness in a highly regulated environment

Business Support Manager II

Full-stack Engineer

• Define and lead the engineering approach for complex features
• Deliver complex features and technology enablers
• Provide technical thought leadership
• Ensure design and engineering approach is consistent with the solution
• Deliver end-to-end solution design and delivery

Senior Engineer

Financial Planning and Analysis

• Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
• Triaging client leads and referrals based on client needs and asset thresholds
• Meeting with clients to review financial and investment goals and building financial plans

Financial Solutions Advisor

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals to business partners
• Meeting with clients to review financial and investment goals
• Building financial plans and recommending brokerage products

Financial Solutions Advisor – Western MD 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

Product Manager

• Supporting end-to-end ownership of the digital service user experience
• Define business requirements for new feature development, oversee feature launch, define/monitor/report on success metrics
• Identify and create plans for product development, researching new capabilities
• Leverage data and metrics to inform business decisions, using reports to build business cases for initiatives
• Create and deliver presentations demonstrating CashPro Reporting features and represent the broader CashPro organization in internal and external forums
• Manage projects end-to-end through the product lifecycle
• Conduct market research, monitor industry trends, and changes in regulatory requirements

CashPro Service Product Manager I

Financial Crime

• Conducting routine to complex investigations including fraud, money laundering, or terrorist financing
• Acting as the liaison to Law Enforcement as required
• Providing coaching and inputs to investigators to improve case quality
• Reviewing and analyzing investigations and submitting Suspicious Activity Reports (SAR) to regulators and/or law enforcement
• Communicating findings to senior stakeholders and assisting in identifying potential operational compliance risks.

Global Financial Crimes Senior Investigator – Brokerage

Security Engineer

• Provide Application Production Support services for various Corporate Security applications
• Closely collaborate with global support teams as well as with development and business partners.
• Ensure risk, financial, and compliance polices and standards relevant to the role are met.
• Manage relationships with senior business and technology partners.
• Sets KPI's for the team to follow.
• Makes decisions about technology that will increase or deliver business values.
• Ability to identify solutions for complex problems in infrastructure and application technologies to improve production stability.
• Extensive experience with providing hands-on production support
• Very good understanding of Incident, Service Request, Problem and Change Management lifecycles
• Ability to lead teams through APSE transformation initiatives such as AI, Erica, Telemetry, SRE
• Hands-on experience on a tool like Cutover is a big plus

Technology Manager – APS Lead, Global Corporate Security Applications

Administrative Assistant

• provide strategic, high-level administrative and operational support to the Executive and team
• support cross-LOB and enterprise work including partnerships with leadership teams, senior stakeholders, and employee networks
• prepare materials and ensure alignment of key deliverables
• enable the Executive to lead effectively, removing friction from day to day operations
• manage calendar of multiple executives proactively
• arrange and handle details related to travel arrangements, expense reports, meetings, and appointments

Administrative Assistant III

• Providing comprehensive advice and customized solutions to clients
• Triaging client leads and making referrals to business partners based on client needs
• Meeting with clients to review financial and investment goals and recommend products
• Applying and expanding knowledge by completing required licenses and trainings
• Potentially responsible for provision of residential mortgage loans, subject to SAFE Act registration

• 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
• Having deep conversations with clients to gain in-depth knowledge of their financial and life priorities
• Connecting clients to solutions that meet their financial goals

Relationship Banker – Spanish Required

• Manages a portfolio of clients underwriting moderate to high complexity
• Independently works with Relationship Management, and Risk teammates to understand structuring needs and requirements
• Delivers financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making process
• Completes Credit Approval Memos (CAM) and Modifications to obtain credit approval for complex, custom loan products
• Serve as main point of contact for regional portfolio of credit relationships
• Synthesize appropriate financial information to understand the client’s financial standing

Senior Credit Underwriter – Global Wealth and Investment Management

• 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

Bilingual

• Engaging clients in the lobby to educate and assist with conducting transactions
• Accurately and efficiently processing cash transactions
• Deep conversations with clients to meet their financial goals

Relationship Banker

Business Support Manager II

Senior Engineer

Financial Solutions Advisor

Financial Solutions Advisor – Western MD Market

Relationship Banker

CashPro Service Product Manager I

Global Financial Crimes Senior Investigator – Brokerage

Technology Manager – APS Lead, Global Corporate Security Applications

Administrative Assistant III

Financial Solutions Advisor

Relationship Banker – Spanish Required

Senior Credit Underwriter – Global Wealth and Investment Management

Relationship Banker

Relationship Banker, Bilingual Spanish