Bank of America

• This job is responsible for tax planning, advisory, forecasting, and compliance activities.
• Key responsibilities include complying with tax reporting requirements for various government jurisdictions, researching tax issues and developing effective tax optimization strategies, and supporting the achievement of business objectives by collaborating on activities and projects with teammates and partners throughout the enterprise.
• Job expectations include leading projects, coordinating resources and leading partner relationships.
• Perform US IRW Tax Withholding and Reporting function which includes but not limited reporting related to 1099, 1042, 1042S, and other outsourced functions.
• Coordinate globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy & Global Tax Compliance.
• Service tax related client inquiries and escalations.
• Drive tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change & GBAM Technology.

Senior Tax Professional

Financial Planning and Analysis

• Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• 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 appropriate internal specialists
• Recommending investment products and services suitable for prospects based on their objectives, resources, time horizon, risk profile, and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, and administrative compliance
• Organizing and managing resources to run a productive practice
• Completing mandated training, assessments, and performance goals

Financial Advisor

Advisor

• Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan
• Acquires new and deepens existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals
• Balances sales performance, operational risk, and client relationship care by leveraging specialized expertise
• Trains at one financial center, then potentially moves to another location that is within a reasonable commuting distance of home

Business Solutions Advisor

• Handles inbound inquiries from leads regarding Merrill offering
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Merrill Advisor Development Program

• Handles inbound inquiries from leads regarding Merrill offerings
• Positions the extensive capabilities of Merrill and Bank of America
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Wisconsin Market

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate.
• Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts.
• Documents all client interactions and opportunities within Salesforce accurately.

General

• Operate within a Follow-the-Sun (FTS) model to support continuous monitoring and risk reduction activities
• Serve as a trusted security partner to senior executives
• Identify and reduce executive digital exposure
• Lead efforts to remove, suppress, and prevent re-emergence of sensitive data
• Detect and remediate impersonation threats targeting executives and families
• Maintain strong working relationships with internal and external teams
• Drive program maturity by contributing to strategy, governance, reporting, and scalable risk-based operations

Cyber Crime Specialist

QA Engineer

• Preparing and reviewing documentation in accordance with bank's policies and procedures
• Facilitating closings with the client and ensuring lien perfection
• Working on highly complex documentation and supporting Loan Administrators
• Assisting the Market Leader in directing workflow and performing quality assurance
• Managing highly complex loan documentation while adhering to compliance and regulatory guidelines
• Reviewing loan files, ensuring accuracy and completeness, and resolving issues
• Validating supporting documentation and ensuring closing disclosure and loan document packages are prepared accurately
• Supporting daily production goals, pipeline management, and quality improvement initiatives

Document Administrator III – Custom Mortgage Lending, Inline Quality Assurance Specialist

• Providing comprehensive advice and customized solutions to clients
• Triage client leads and make referrals to business partners
• Meet with clients to review financial and investment goals
• Recommend products to help clients achieve financial goals
• Apply and expand knowledge by completing required licenses and training
• May be responsible for residential mortgage loans and SAFE Act registration

Financial Solutions Advisor

Bilingual

• 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
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Growing business knowledge and network by partnering with experts in small business, lending, and investments
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience
• Managing cash responsibilities

Relationship Banker – Bilingual Spanish or Chinese-Mandarin

Banker

• 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
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following 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

• Engage clients in the lobby to educate and assist with transactions • Accurately process cash transactions for clients • Have conversations with clients to understand their financial goals • Connect clients to solutions that meet their financial needs • Follow established processes and guidelines

Relationship Banker – Triad Market

Infrastructure Engineer

• Ensures that the design and engineering approach for complex features are consistent with the larger portfolio solution
• Define the technology tool stack for the solution and evaluate and adapt new testing tool/framework/practices for team(s)
• Enables team(s)/applications with Continuous Integration/Continuous Development (CI/CD) capabilities and engages with other technical stakeholders pertaining to the efficient functioning of CI-CD pipeline
• Guides and influences team(s) on design and best practices for high code performance –e.g. pairing, code reviews
• Provides end-to-end delivery of complex features, including automation, for either a single team or multiple teams, at the program level
• Conducts research, design prototyping and other exploration activities such as evaluating new toolsets and components for release management, CI/CD, and features
• Works with stakeholders to establish high-level solution needs and with architects for technical requirements

Senior Infrastructure Engineer, AWS

• Engaging clients in the lobby to educate and assist with transactions
• Accurately and efficiently processing cash transactions
• Building relationships with clients to meet financial needs
• Following established processes and guidelines
• Managing financial center traffic, appointments, and outbound calls