Bank of America

General

• Manages a portfolio of clients supporting underwriting and/or monitoring requirements with limited to moderate 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
• Reviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedure
• Has credit approval for certain credit actions
• Leads loan structure conversations and completion of loan documentation with internal/external legal partners

Credit Underwriter I-II, Senior

• 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 their financial and life priorities and connecting them to solutions that meet their financial goals.

Relationship Banker

Program Manager

• Acts as a trusted advisor for clients and prospects with annual revenues of $5 million to $2 billion
• Identifying opportunities and recommending integrated solutions that encompass multiple products and services as needed
• Develops an in-depth understanding of clients'/prospects corporation, organization, and the related industry
• Leverages ideas, insights, and relationships to generate new and incremental business for Bank of America
• Collaborates with domestic and international teammates throughout Bank of America
• Designs and implements a business plan that will maximize the profitability of each client and prospect
• Builds relationships with internal and external sales referral partners
• Motivates and influences client team members appropriately

Relationship Manager – Aerospace and Defense

• 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

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to connect them to solutions that meet their financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients and managing financial center traffic

• Supports the analysis of market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
• Collaborates with Market Executives, Relationship Managers, and team members across the bank to help prepare client presentations and support client deals
• Observes and supports the credit approval and treasury solutions processes to build knowledge of products, services, and related approval and packaging requirements
• Supports the coordination of clients/prospects and partners from product and deal teams throughout the course of a transaction
• Supports the delivery of new business analytics, monitors client activities, and performs portfolio optimization to identify and expand client relationships while maintaining and enhancing business opportunities
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Observes with domestic and international teammates including Investment Banking, Foreign Exchange, and Wealth Management, and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions

Commercial Associate – Global Commercial Banking, Transformative Healthcare

• Acts as a trusted advisor for clients and prospects with annual revenues of $50 million to $2 billion, identifying opportunities and recommending integrated solutions that encompass multiple products and services as needed
• Develops an in-depth understanding of clients'/prospects corporation, organization, and the related industry in addition to their strategy and needs, while responding to changes in the business environment or client/prospect needs
• Leverages ideas, insights, and relationships to generate new and incremental business for Bank of America
• Collaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange, and Wealth Management
• Facilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services in to ensure the integrated delivery of valuable financial solutions with the Risk & Compliance framework
• Designs and implements a business plan that will maximize the profitability of each client and prospect
• Builds relationships with internal and external sales referral partners
• Motivates and influences client team members appropriately and collaborates in their onboarding, coaching, and development

Relationship Manager Development Program – Global Commercial Banking – Transformative Healthcare

Manager

• Leading and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF).
• Executing LOB or ECF processes and tools to drive adherence to enterprise-wide standards.
• Supporting the implementation of quality assurance and quality control processes within the LOB or ECF through ongoing monitoring and testing of controls, identifying issues and control improvements for remediation, and building out actions plans and milestones.
• Leading a team responsible for executing FDIC Higher Risk assessments.
• Ensuring timely execution of QA activities including control execution, case management, and results reporting.
• Managing and reviewing all operations front line unit responses for regulatory exams, internal audits, and other monitoring and inspection reviews.
• Ensuring accuracy of data and that relevant information is captured for inspection metrics to support governance for dashboard reporting.
• Providing inspection, coaching and feedback to motivate, differentiate and improve performance.
• Maintaining/updating Front Line Unit (FLU) procedures for the designated regulation and serve as a point of contact and Subject Matter Expert (SME).

Business Control Manager

• Engage clients in the lobby to educate and assist with transactions
• Accurately process cash transactions for clients
• Have in-depth conversations with clients to connect them to solutions

Security Engineer

• Responsible for end-to-end financial reporting of GIS Technology Project Spend, with a specific focus on strategic products and contract obligations and correlated headcount decisions.
• Monthly updates on project and vendor spend to Cybersecurity Tech Exec and Senior Leadership Team.
• Indirect support for product managers and GIS Line Of Business as they navigate the economic and financial impact of their product decisions.
• Ad hoc financial modeling of prospective contractual obligations.
• Primary liaison to central financial and COO organizations for representation of total cost.
• Direct support of GIS Annual Transformation Budget of ~$110MM.
• Monthly consult with project and product managers to ensure initiative budget is accurately reflected and reported.
• Requires strong knowledge of accrual accounting and various bank payment mechanisms.
• Will frequently interface with GIS LOB, GIS Finance, GIS Economics, Product Managers, Project Managers and Vendors.
• Manage and report on financial and headcount trends across project execution and delivery.

Portfolio Optimization Lead – Cybersecurity Technology

Product Manager

• Develop and manage the end-to-end product life cycle for highly complex products
• Conduct market research and competitor analyses
• Determine product pricing
• Develop short and long-term strategies
• Identify innovative opportunities to modernize product offerings and deliver a more unified customer experience
• Ensure that product management efforts are integrated with sales, marketing, operations, implementation, and customer service strategies
• Play a critical role in delivering enhanced value to UHNW clients
• Support the UHNW Lifestyle Services Program Executive and work closely with the Loyalty and Rewards Wealth Rewards Director
• Monitor the competitive landscape and emerging trends
• Manage ongoing third-party relationships with select, high-value partners
• Coordinate and oversee end-to-end execution of virtual and in-person events for UHNW clients

Senior Product Manager, Ultra High Net Worth Lifestyle Services

• Engaging clients in the lobby
• Educating clients on transactions
• Processing cash transactions accurately
• Connecting clients to financial solutions

• 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

Threat Intelligence Specialist

• Analyzing and correlating large data sets to uncover novel threats and attack techniques
• Collaborating with data science, threat research, and cyber defense control teams
• Developing and documenting new and innovative threat hunt hypotheses

Threat Hunter

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

Credit Underwriter I-II, Senior

Relationship Banker

Relationship Manager – Aerospace and Defense

Relationship Banker

Relationship Banker

Commercial Associate – Global Commercial Banking, Transformative Healthcare

Relationship Manager Development Program – Global Commercial Banking – Transformative Healthcare

Business Control Manager

Relationship Banker

Portfolio Optimization Lead – Cybersecurity Technology

Senior Product Manager, Ultra High Net Worth Lifestyle Services

Relationship Banker

Relationship Banker

Threat Hunter

Financial Solutions Advisor