Bank of America

Financial Planning and Analysis

• Works with clients to plan their short and long-term financial goals
• Recommends banking and investments strategies that align with client financial goals
• Triages client requests and makes referrals to appropriate internal service providers
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals
• Provides coaching and feedback to referral partners

Financial Solutions Advisor

Analyst

• Analyzes asset performance by comparing it to past performance, projections, and industry standards
• Reviews transaction reporting, assesses the client's compliance with performance covenants, and renews risk ratings, while recommending changes as warranted
• Assists in the underwriting, credit risk analysis, negotiation, and closing of new transactions or existing transactions, while adhering to all relevant policies and procedures
• Completes risk rating scorecards based on results of cashflow stress analysis and assessing compliance with internal scorecard methodology
• Reviews new business opportunities being presented by the front line, provides early feedback on structure/terms and client selection in the screening process to ensure transactions fit within risk appetite
• Partners with the frontline unit and credit officers with structuring, underwriting, and documenting credit solutions for clients and with managing client relationships
• Assists with ongoing and ad hoc reporting on portfolio composition and look-through asset attributes

Credit Analyst II/III – Global Markets Credit

Product Manager

• Responsible for maximizing the value for one or more products
• Work with stakeholders to understand their needs
• Ensure delivery of products that meet client expectations, including features, security, availability, resiliency, timelines and costs
• Support the Employee Experience Technology (EET) team under Global Technology
• Develop and sponsor tactics to achieve strategic objectives across functional groups
• Drive financial health for the organizations
• Liaise between the business, finance, and GT partners on centralized protocols
• Lead business case analysis towards organization business improvement while achieving economic value against financial targets
• Oversee the EET tech bills/TCOA /ABC Costing, capital expense management

Product Manager – Tech Delivery

Sales

• Supports end to end treasury sales process for Treasury Sales Officers on the Middle Market Team focused on developing strategies to grow revenue domestically and internationally
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis
• Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
• Supports clients through implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
• Ensure escalated service issues are properly managed with the right resources
• Prepare analysis and presentation materials for all client meetings
• Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

Treasury Sales Associate I – Global Payment Solutions

Operations

• Provide administrative and operational support for RH OpenShift infrastructure
• Manage, maintain, and optimize our container platform infrastructure
• Install, configure, and maintain OpenShift clusters
• Manage cluster lifecycle: upgrades, patches, and performance tuning
• Implement and maintain CI/CD pipelines using OpenShift tools
• Monitor cluster health, troubleshoot issues, and ensure high availability
• Configure and manage networking, storage, and security policies within OpenShift
• Automate operational tasks using Ansible, Helm, or other scripting tools
• Ensure compliance with security best practices and perform regular audits
• Actively engage and lead product support issues and incidents

Technology Operations Specialist II

Manager

• Proactively identify, assess, classify, and mitigate asset-level risks across the portfolio
• Monitor performance trends and intervene as needed to protect asset value and investor returns
• Maintain appropriate risk ratings and ensure timely escalation of issues
• Oversee assets through the full lifecycle, with a focus on development, conversion, and stabilization phase
• Monitor construction progress, lease-up performance, and achievement of underwriting targets
• Coordinate with sponsors and internal stakeholders to address delays, cost overruns, or operational issues
• Conduct site inspections in accordance with asset risk classifications
• Prepare detailed semi-annual Watched Asset Reports and present findings in portfolio review meetings
• Maintain accurate, up-to-date asset data in internal systems (e.g., CARMA, EDR) in coordination with WCAAs
• Analyze, structure, and negotiate capital transactions, including refinancings, Year 15 dispositions and early exits and recapitalizations
• Prepare stay/leave analyses to inform investor decision-making
• Analyze and negotiate partnership amendments in coordination with legal counsel
• Evaluate and process waiver requests, ensuring alignment with risk and policy considerations
• Partner with General Partners (GPs) and consultants to resolve compliance issues
• Review and analyze K-1s, partnership tax returns, and audited financial statements in accordance with internal policies
• Prepare tax return and audit review checklists for each investment
• Ensure adherence to LIHTC regulatory requirements and benefit schedules

Commercial Real Estate Asset Manager

• Helps to drive new merchant business acquisition in direct partnership with Treasury Sales Officers (TSOs) and collaboration with relationship managers
• Engages clients as part of the extended client team for more complex merchant sales
• Deep understanding of a client’s commerce ecosystem and the ability to consult on ways to integrate, cover industry standards, trends and broader bank product solutions
• Main point of contact for new merchant business sales for the higher valued and more complex opportunities
• Must be skilled at developing tailored value propositions for various client types and industries
• Ability to appropriately position value and drive solutions per relationship across the merchant solutions set - Tokenization, Equipment, Transaction Routing, etc
• Work across a matrixed coverage organization to achieve objectives - working with TSOs and client managers to uncover opportunities, advise in the best way to target prospects and close new business
• Provide strategic guidance and advisory content that helps encourage both prospects and clients of the bank to move their merchant services business to Bank of America
• Provide guidance and oversight on key elements of the merchant product sales cycle
• Supporting TSOs that will be acting as the deal lead with client selection, pricing, credit review and post sale implementation
• The MSPS will be primarily focused on developing new business, consistent pipeline growth and conversion

Merchant Specialized Product Sales

Bilingual

• Engaging clients in the lobby to educate and assist with transactions
• Processing cash transactions for clients
• Building and nurturing strong relationships with clients
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience

Relationship Banker, Bilingual Spanish

Project Manager

• Managing cross-functional and/or inter-departmental projects for Line of Business products, processes, functions, and employee readiness.
• Partnering with the business to develop a plan to sustain change, evaluating current methods, and developing strategies to implement changes and improvements.
• Overseeing project execution using appropriate tools to drive project completion.
• Serving as secondary point of contact to department managers for critical change initiatives.
• Leading project documentation efforts based on identified gaps and controls needed for sustained performance.

• manages a team of decision engine analysts
• performs complex analysis of business objectives
• coaches and mentors peers improvement in systems
• supports execution of large-scale projects
• leads initiatives from requirement gathering to production

Decision Platforms Manager

• Defines responsibilities and accountabilities for key project roles and oversees the execution of defined programs and/or project tasks through tracking of deliverables and their statuses, developing project plans, and measuring progress against ongoing key performance indicators.
• Leads the adoption and sustainment of change initiatives and assesses adoption risks
• Leads remediation requirements documentation efforts based on identified gaps and controls needed for sustained performance.
• Leads and plans programs and projects using appropriate tools and techniques, including Technology platforms used by client facing employees, change management tools, and risk and issue management tools to ensure efficient and effective project completion
• Develops, maintains, and reports on an overall integrated delivery plan, raising any risks, developing a mitigation plan, and escalating issues appropriately to respective stakeholders
• Navigates across various lines of business and partner organizations, including Technology, Legal, Compliance and Global Risk, leading them to negotiate decision making for efficient and effective resolution.
• Ensure compliance to all Enterprise Change Management policies and requirements.
• Ensure adherence to all internal change and project management processes/deliverables and maintain status in the enterprise change source system (PPR Tool).
• Effectively communicates with project managers, peers and business partners on project deliverables, timelines and needed support.
• Partners with LOB project stakeholders to develop transition plans, including ongoing success measures, to sustain the change.

Senior Project Manager – Chief People Organization

Full-stack Engineer

• Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
• Utilizes multiple architectural components (across data, application, business) in design and development of client requirements
• Performs Continuous Integration and Continuous Development (CI-CD) activities
• Contributes to story refinement and definition of requirements
• Participates in estimating work necessary to realize a story/requirement through the delivery lifecycle
• Contributes to existing test suites (integration, regression, performance), analyze test reports, identify any test issues/errors, and triage the underlying cause
• Performs spike/proof of concept as necessary to mitigate risk or implement new ideas

Software Engineer II

Account Manager

• Supports the Firms business objectives and contributes to profitability and revenue growth
• Ensures service expectations of clients are met and exceeded
• Balances risk and exposure to the firm
• Proactively managing the client experience across the Market
• Partnering with the Market Client Relationship Manager in managing Client Associates and Service Support Staff
• Participating in the management and training & development of the Market's Client Associates and Service Support Staff

Associate Client Relationship Manager

• Act as the primary interface to Treasury clients
• Lead, direct, and coordinate the implementation of highly complex treasury products
• Provide relationship management, servicing, and technical assistance to internal business partners and vendors
• Facilitate internal and external client calls for successful implementation
• Troubleshoot and respond to internal client team requests for resolution
• Engage key stakeholders for awareness throughout the implementation process
• Develop working relationships with clients; primary point of contact for implementation questions

Financial Solutions Advisor

Credit Analyst II/III – Global Markets Credit

Product Manager – Tech Delivery

Treasury Sales Associate I – Global Payment Solutions

Technology Operations Specialist II

Commercial Real Estate Asset Manager

Treasury Sales Associate I – Global Payment Solutions

Merchant Specialized Product Sales

Relationship Banker, Bilingual Spanish

Project Manager

Decision Platforms Manager

Senior Project Manager – Chief People Organization

Software Engineer II

Associate Client Relationship Manager

Fulfillment Advisor – Global Treasury, Merchant Operations