Bank of America

General

• 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

Operations

• This role will remediate client escalations, coordinate and assist with resolutions to partner and client complaints, applications under Fraud Review and pending Economic Sanctions Scan
• This role is responsible for all client contact related to escalated complaints and concerns.
• Assists with coordination of implementation for products, services, and operational solutions
• Supports the design, documentation, implementation, and monitoring of new products and services
• Provides guidance regarding procedural, technical, and operational changes
• Expands business products knowledge within operations environment
• Builds network by developing relationships with partners and teammates
• Inspects data to identify issues and trends
• Collects and interprets data to validate operational processes

Operations Analyst – Consumer Vehicle Lending

Security Engineer

• Executes workforce and financial analysis and reporting for Global information Security technology project spend
• Collaborates with product managers, finance, and project stakeholders for informed decision-making
• Responsible for end-to-end financial reporting of GIS Technology Project Spend
• Monthly updates on project and vendor spend to Cybersecurity Tech Exec and Senior Leadership Team.
• Direct support of GIS Annual Transformation Budget of ~$110MM.
• Manage and report on financial and headcount trends across project execution and delivery.

Portfolio Optimization Lead – Cybersecurity Technology

• Leading the planning, designing, and implementation of complex infrastructure solutions
• Provides and communicates technology solutions across audiences
• Overseeing projects and activities related to special initiatives or operations
• Leading the resolution process for problems
• Ensuring stability, performance, and reliability of business-critical applications
• Supporting 24/7 operations focusing on rapid issue resolution, proactive monitoring, and continuous service improvement
• Managing and resolving incidents across application, middleware, and database layers

Technology Operations Specialist II

Analyst

• Makes credit request decisions according to relevant regulations, policies, and guidelines
• Conducts appropriate analyses to decision deals, as applicable
• Clearly and professionally communicates with internal colleagues and customers/clients
• Expands expertise by reviewing policy and procedure thoroughly and actively participating in continuing education sessions
• Collaborates with peers to manage optimal workflow
• Identifies and escalates process breakdowns

Merchant Services Credit Analyst I

• Conducts elevated security exercises, including red team assessments, to drive a threat vulnerability assessment within the risk framework
• Provides oversight of Video Systems Management, ATM security, Physical Identity Access Management and Security Systems Credential Management
• Manages Life Safety program implementation across a broad geography
• Drive enterprise readiness for critical events through training, exercises, and red team programs (simulated adversary exercises to test defenses and response)
• Conduct security reviews of critical facilities and lead Threat Vulnerability Assessments (TVAs) across the global footprint
• Lead after-action reviews to strengthen response and continuously improve capabilities
• Conducts threat assessments to mitigate the risk of workplace violence and other safety and security related threats
• Partners on development of threat management and workplace violence training

Corporate Security Professional – Security Preparedness Manager

• Makes credit request decisions according to relevant regulations, policies, and guidelines
• Decisions credit requests within approval authority
• Conducts appropriate analyses to decision deals, as applicable
• Clearly and professionally communicates with internal colleagues and customers/clients
• Expands expertise by reviewing policy and procedure thoroughly and actively participating in continuing education sessions
• Collaborates with peers to manage optimal workflow
• Identifies and escalates process breakdowns

Product Manager

• Product ownership of the billing & pricing maintenance landscape for transaction services products, closely collaborating with business partners including Sales, Product Management, Operations, Service, and Technology.
• Work as part of a dynamic team with local and global Revenue Management colleagues to ensure accurate pricing and collection of fee revenue.
• Facilitate the incorporation of new products and functionality into Account Analysis billing systems, while appropriately mitigating risk from a billing perspective in line with GPS Principles.
• Lead implementation of price changes to ensure accurate client billing, statement, and fee collection.
• Work closely with pricing leads to ensure a seamless pricing process across the billing environment.
• Drive simplification and standardization of global billing processes across the landscape with Operations and Technology.
• Directly assist with business cases for billing application enhancement to improve efficiency and effectiveness of the domestic billing environment.
• Serve as a strategic special project manager for unique client-facing solutions.

Treasury Product Manager I

Customer Success Manager

• Directs and leads a delivery team aligned to a portfolio and mentors Delivery Leads
• Manages and improves portfolio operations and governance processes, ensuring risks and roadblocks are escalated and resolved quickly
• Builds relationships with business and technology executives across multiple organizations, as well as Compliance and Risk Partners with the key stakeholders and leaders to define the vision and creating the portfolio roadmap aligned to strategic goals
• Provides status updates and reporting for the portfolio to stakeholders and leadership pertaining to the desired outcomes, delivery, risks, issues, and schedule
• Manages overall portfolio financials, Profit and Loss (P&L), and performance
• Ensures adherence with Enterprise Change Management standards
• Serves as the primary technology liaison for senior Global Banking stakeholders, translating business strategy into a cohesive CRM and AI technology roadmap

Portfolio Delivery Manager – Enterprise CRM, Global Banking AI

Director

• Support the development and delivery of the overall digital strategy for a portfolio of medium to large digital programs
• Identify strategic and operational risks and opportunities
• Build partnerships across the enterprise to determine priorities and project direction
• Coach, develop talent, and direct the work of multiple associates

Digital Director

Financial Crime

• Performing end-to-end investigations or investigations support functions of external financial crimes activities across one or more lines of business
• Conducting routine to complex investigations, including fraud committed by external parties, money laundering, or terrorist financing
• Acting as the liaison to Law Enforcement as required
• Providing coaching and inputs to investigators to improve case quality
• Ensuring all cases are sufficiently investigated and findings are adequately documented
• Reviewing and analyzing investigations, making recommendations for enhancements

GFC Investigator – Commercial, AML/Fraud

Financial Planning and Analysis

• Provide comprehensive advice to clients in a contact center environment
• Collaborate with business partners to help clients achieve financial goals
• Build and manage a portfolio of clients providing exceptional client care
• Deliver client reviews and presentations with confidence
• Connect clients to solutions provided through Bank of America and Merrill

National Financial Solutions Advisor I – Series 7 Required

• Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
• Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
• Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
• Delivers exceptional service to clients by answering general account inquiries
• Accurately executes and confirms trade orders as well as a variety of securities transactions initiated by self-directed clients
• Assists clients with brokerage consumer website usage and navigation
• Maintains current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Investment Consultant II

Risk

• This job is responsible for providing risk oversight and advice to the Line of Business (LOB) on risk management issues.
• Key responsibilities include identifying risks to which the LOB is exposed, implementing measures to prevent and mitigate losses, and monitoring risk outcomes.
• Job expectations may include the ability to recognize all risk categories including credit, market, operational and compliance, as well as directing risk staff or participating in establish risk management procedures and standards.

Risk Manager

Events

• Works with Segment Leads, MRMs/LMS, LMD and LOB partners to develop event/content strategy
• Partners to develop the strategic objectives, budget and execution plan for each program
• Coordinates the planning, management and execution of events, both in person and virtual
• Manages end-to-end event execution including detailed budget creation, sourcing, and logistics planning
• Provides on-site support of logistics for events, attendee, and risk management

Relationship Banker

Operations Analyst – Consumer Vehicle Lending

Portfolio Optimization Lead – Cybersecurity Technology

Technology Operations Specialist II

Merchant Services Credit Analyst I

Corporate Security Professional – Security Preparedness Manager

Merchant Services Credit Analyst I

Treasury Product Manager I

Portfolio Delivery Manager – Enterprise CRM, Global Banking AI

Digital Director

GFC Investigator – Commercial, AML/Fraud

National Financial Solutions Advisor I – Series 7 Required

Investment Consultant II

Risk Manager

Events Manager