Bank of America

Financial Planning and Analysis

• 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

Analyst

• Serve as the primary liaison to Global Risk Analytics (GRA), translating Merchant Services business context, data nuances, and risk dynamics into actionable insights
• Partner with GRA to ensure effective model oversight, including performance monitoring, lifecycle management, and adherence to policy and regulatory expectations
• Proactively identify, assess, escalate, and help remediate model risks, ensuring alignment between governance standards and real-world business application
• Influence and shape model governance practices within a frequently evolving oversight structure
• Partner closely with a strategic vendor partner to deeply understand underlying data, performance dynamics and model or data changes; support and materials required to successfully obtain Model Risk Management (MRM) approval for next generation models
• Provide strong analytical support to GRA, MRM and LOB partners, leveraging data to evaluate model behavior, identify emerging risk and support strategic decision-making
• Develop and maintain custom reporting and monitoring frameworks to track model performance, input stability and outcomes
• Drive and contribute to strategic enhancements, including model upgrades, version changes and evaluation of new tools and methodologies
• Ensure models remain fit-for-purpose, well-documented and aligned to business objectives and governance standards

Merchant Services Data & Modeling Analyst

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

Financial Solutions Advisor

Data Analyst

• ensuring operational data is fit for purpose
• defining controls, and monitoring processes are in adherence to enterprise data management standards
• triaging and remediating data incidents
• performing data analysis
• training new users
• performing impact analysis stemming from data updates
• helping in defining access and ownership of data by domain
• conducting quality control
• overseeing data maintenance
• developing and executing on Enterprise Data Management policies and standards

Senior Data Analyst – Sanctions, Filter Support

• Works with clients to plan their short and long-term financial goals
• Recommends banking and investments strategies
• Triages client requests and makes referrals to appropriate service providers
• Identifies and engages potential new clients
• Provides coaching and feedback to referral partners

Business Analyst

• Analyze merchant processing statements
• Work directly with internal sales representatives for cost analysis and optimization
• Facilitate and create training material and presentations
• Research internal technical and procedural questions

• 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.

• 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

• This job is responsible for managing a financial center and it's employees on a day-to-day basis
• 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 initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution
• This position may also have responsibilities for managing associates

Financial Center Manager

• Provides comprehensive advice and customized solutions to clients
• Triages client leads and refers to business partners
• Meets with clients to review financial and investment goals
• Builds financial plans and recommends brokerage products
• Completes required licenses and trainings

• Analyzes and interprets tax laws and regulations
• Assists in the preparation of tax planning and compliance strategies
• Prepares and reviews federal, state, and local tax returns
• Researches and analyzes tax issues
• Supports the preparation of tax compliance and reporting requirements
• Prepares and reviews tax estimates and projections
• Identifies and implements process improvements

Senior Tax Professional

• Managing clients and related credit products
• Partnering closely with relationship management, sales/trading, treasury management, operations and risk teams to support the client relationship
• Underwriting, monitoring, managing operational needs and/or client requests
• Credit-focused client management responsibilities
• Providing feedback to less experienced teammates
• Covering a portfolio of asset-based lending clients
• Delivering credit solutions and managing risk
• Analyzing client trends to identify opportunities and manage risk
• Pitching credit opportunities, reviewing and negotiating legal documentation
• Overseeing the work of junior associates
• Managing accounts through restructurings and bankruptcy processes

Credit Officer II – Asset Based Finance

Manager

• Work for GMO Data Strategy team for projects at GMO level
• Individual Contributor having knowledge and experience to provide technical solutions as part of Data Strategy initiatives
• Have good understanding of SQL and data tables
• Troubleshoot and provide solution using SQL queries e.g. MARS database, SQL plex and Tera data

Assistant Manager

Sales

• Direct management of the US based team, along with global accountability for driving best practice with the TSCOs in Asia, Canada, Europe and LatAm
• Accountable for responsible revenue growth across the team, and own portfolio
• Focused on strategic planning, increasing profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery
• Collaborate with key stakeholders, including Corporate Bankers and colleagues across Trade, Liquidity, Investments, and Foreign Exchange, to develop customized treasury solutions that meet client objectives
• Focus on growth of new and underpenetrated client relationships and expansion of existing relationships
• Maintains a strong client focus, treasury expertise, understanding of evolving tech, innovation, along with a broad understanding of bank structure and the operational aspects of global cash management products and services
• Responsible for strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen
• Provides unlimited client interactions with on-site or virtual meetings, industry conferences, roundtables, and client events
• Promotes team leadership through presenting a strategy for best practice with the global TSCO team, via coaching, introducing best practices, standardizing processes, leading through example, encouraging teamwork, communication, and collaboration

Relationship Banker

Merchant Services Data & Modeling Analyst

Financial Solutions Advisor

Senior Data Analyst – Sanctions, Filter Support

Financial Solutions Advisor

Business Analyst

Financial Solutions Advisor

Financial Solutions Advisor

Financial Center Manager

Financial Solutions Advisor

Financial Solutions Advisor

Senior Tax Professional

Credit Officer II – Asset Based Finance

Assistant Manager

Treasury Sales Manager – GPS Corporate Sales