Bank of America

Operations

• Maintains and supports the enterprise Messaging and Collaboration infrastructure
• Responsible for Messaging and Collaboration supported applications including Outlook, Sharepoint, web conferencing (WebEx), Instant Messaging (Lync/Skype, Group Chat)
• Manages integration of email with other systems
• Administers Messaging and Collaboration user accounts
• Assumes leadership role in resolution of complex technical issues
• Consults with application developers on related issues
• Coordinates with application developers and project managers for worldwide enterprise solutions
• Provides technical expertise to internal IT groups
• Protects overall security of messaging environment
• Provides training to users and IT personnel

Technology Operations Specialist

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

Data Analyst

• Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
• Utilizes 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
• Evaluates data to assess potential fraud risk and creating mitigation strategies
• Proposes policy/procedural changes within segmentation structures to produce optimal results
• Recommends ways to help the business achieve desired outcomes and make informed business decisions using data analysis outputs
• Leads the coordination of the production of product performance reports and updates for senior management
• Develop and implement comprehensive strategies to identify, prevent, and mitigate deposit fraud activities
• Stay abreast of emerging trends and tactics to ensure the effectiveness of detection strategies
• Leverage data analytics tools and techniques to analyze large datasets, identify patterns, and uncover indicators of deposit fraud activity
• Develop predictive models and scoring mechanisms to prioritize potential cases
• Conduct risk assessments to identify vulnerabilities in the organization’s systems and processes that may be exploited by fraudsters
• Develop mitigation strategies to address these risks
• Collaborate with various departments, including compliance, fraud investigations, and operations, to ensure effective coordination and information sharing
• Prepare regular reports including key performance indicators, trends, and recommendations for improvement

Senior Fraud Analytics and Innovation Analyst – Financial Center Fraud Strategy

Client Services Representative

• Managing the overall relationship with Institutional Retirement clients
• Implementing and administering retirement plans and changes
• Overseeing client satisfaction, retention, and profitability of products
• Assisting Plan Sponsors with inquiries related to individual participant issues
• Helping with system setup and leading event management activities

Client Service Manager

• 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

• This job is responsible for the initial response to emergencies and critical incidents reported to the 24-hour command center.
• Key responsibilities include providing operational support and coordination between reporting parties and various teammates, law enforcement and vendors within the incident management policy and system framework to ensure seamless communications.
• Job expectations include documentation and resource management to facilitate timely response and resolution, providing administrative and logistical support, and monitoring and managing alarm and video systems.

SOACC Operations Specialist I

• Responsible for identifying and evaluating prospective clients for the Client Employee Banking and Investing Program.
• Partner with internal stakeholders and leverage data-driven insights.
• Engage with corporate clients and senior executives to present program benefits.
• Manage contracts and coordinate approvals across legal, compliance, and risk teams.
• Build and maintain strong relationships with internal partners.

Client Development Specialist

Account Manager

• Serves as an Sr. Engagement Consultant for the retirement group’s mid to large sized Institutional clients.
• Defines and delivers effective communication strategies for a book of assigned clients based on business goals, corporate culture, financial wellness challenges, and identified employee behaviors.
• Supports sponsor and participant adoption of WB’s products and broader education and downstream programs.
• Understands how to engage various audience demographics to meet plan sponsor goals and address their communication challenges.
• Additionally, supports new business activity by representing the business’s engagement program capabilities and value.
• Provides forward-thinking leadership on how to engage various audience demographics to meet plan sponsor goals and address their communication challenges.
• Works to synthesize data to expose key insights, analytics and recommendations for campaign optimization.
• This is a client-facing role where the candidate will prepare and present client strategies and briefings for the plan sponsor and their senior management team.
• Role is also expected to participate in sales and rebid situations to represent the organization when needed.

Senior Account Manager

Sales

• Identifying and supporting client needs and capabilities
• Supporting client management teams with sales, referrals, Know Your Customer (KYC) onboarding, and client retention
• Supporting the operational and risk components of the client relationship, which includes managing due diligence processes, account opening, and ensuring accurate and timely customer compliance with policies and regulations

Sales Support Associate

• managing a financial center and its employees on a day-to-day basis
• operating as a business owner and fostering a team environment
• instilling an effective client-centric and risk culture in the center
• helping clients achieve their financial goals
• ensuring operational excellence and cohesive effectiveness

Financial Center Manager

General

• 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.

Relationship Banker

Financial Crime

• Completes investigations while overseeing cases meet or exceed closure and quality metrics
• Completes Suspicious Activity Reports (SAR) in a timely and accurate manner
• Reports facts of the investigation to senior stakeholders

GFC Investigator – Brokerage, AML

• 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 processes cash transactions for clients as needed.
• Has 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 transactions through self-service resources
• Accurately processing cash transactions for clients as needed
• Having deep conversations to gain knowledge of financial and life priorities
• Connecting clients to solutions that meet their 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 to do what is right for clients and the bank
• Growing business knowledge and networks by partnering with experts in relevant fields
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience
• Managing cash responsibilities

• 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