Bank of America

Financial Planning and Analysis

• This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs.
• Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.
• Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.

Investment Specialist Trainee – Obtain SIE, Series 7 & 66

• Obtaining your Securities Industry licenses
• Learning foundational skills needed to be an advisor
• Managing client relationships and considering their complex financial picture
• Delivering banking, investment solutions, and advising clients
• Progressing into advanced advisory roles with dedicated support

Financial Solutions Advisor

• 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 – East Bay Market

• Conducts comprehensive company and industry research, preparing presentation materials for clients
• Participates in specific client and deal teams, supporting financial and statistical analyses and structuring and execution activities
• Assists clients with raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other types of financial transactions
• Develops and maintains complex financial models and performs various financial analyses, including valuations and merger consequences
• Supports origination efforts, evaluation of new opportunities, and execution of deals, working on a broad scope of assignments and products across multiple sectors

Associate – Transport & Infrastructure Investment Banking

• 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

Administration

• Responsible for reviewing loan approval and loan documents prepared by counsel
• Manage incoming and outgoing payments required from the Borrower and Lenders
• Book new commitment, amendment, or restructure updates in the Loan IQ system
• Work closely with Client Manager, Credit and Portfolio Officers, Agency Management, Internal and External Legal Counsel
• Demonstrate time schedule flexibility to accommodate deal closing requirements

Document Administrator III

Artificial Intelligence

• Guides the strategic direction of enterprise-wide initiatives to drive transformation and performance across business segments
• Provides strategic guidance to senior managers and engage executive stakeholders to align priorities and ensure successful program execution
• Fosters collaboration across product, channel, and operations teams to ensure integrated and cohesive delivery of initiatives
• Ensures governance frameworks are followed and deliver measurable outcomes through disciplined execution and performance tracking
• Drives innovation and lead change initiatives that enhance enterprise capabilities and support continuous improvement
• Drive Consumer AI portfolio outcomes, establishing structure, pacing, and accountability across priority initiatives from pilot through scale
• Translate strategy into execution, ensuring initiatives deliver measurable business value
• Align senior stakeholders across business, technology, and functions to drive coordinated progress against shared priorities
• Generate actionable insights from performance, adoption, and value signals to inform prioritization and investment decisions
• Develop executive-level narratives supporting OpCo and enterprise forums with clear, decision-oriented storytelling
• Advance workforce transformation, defining adoption strategies, readiness milestones, and evolving ways of working
• Operate as a cross-functional catalyst, flexing across workstreams to solve problems and remove barriers to execution
• Champion Consumer AI adoption, reinforcing priorities and building momentum across the organization

Business Strategy & Initiatives Manager

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

• Provide comprehensive advice and customized solutions to clients
• Triaging client leads
• Making referrals to business partners based on client needs
• Building a financial plan
• Recommending brokerage products

Engineer

• Own end-to-end production support
• Lead incident response, troubleshooting, root cause analysis (RCA), and service restoration
• Tune ingestion pipelines using props.conf and transforms.conf
• Build and support dashboards, searches, and alerts that enable threat detection, investigations, and reporting
• Develop and maintain runbooks, SOPs, installation guides, and operational documentation

Splunk Production Services Engineer

Data Scientist

• Work with stakeholders throughout the organization to identify opportunities for leveraging internal and external data to drive business solutions
• You will impact how teams strategically collaborate to drive the company forward and help create the future of data science within GPS
• You will be responsible for the success and improvement of the applications that support development, research, and data science in GPS (the "products")
• Help set long-term vision and strategy for selective products
• Collaborate with Data Scientists to meet the needs of the "users"
• Work closely with other Data Scientists to set technical strategy and prioritize development work

Data Scientist II

Bilingual

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to discover financial needs and connecting clients to solutions

Relationship Banker, Bilingual Spanish

• 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 investment 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.

• Managing a financial center (FC) in collaboration with senior team members
• Supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively
• Overseeing functions such as the smooth and efficient functioning of the teller line
• Ensuring day-to-day policy and procedure adherence
• Improvement of financial center performance
• Ensuring that directives are implemented
• Taking up leadership responsibility for the financial center when teammates are absent
• Managing client traffic, engaging and appropriately routing clients, and fostering client retention
• Managing business results through formalized management routines and coaching
• Creating a world class client experience environment
• Managing market-level initiatives prescribed by market leaders
• Driving operational excellence by engaging employees on business strategy
• Managing organizational priorities and effective execution

Financial Center Assistant Manager

Product Manager

• assist in product commercialization and performance management for automated FX product suite
• develop data-driven insights and analytics across clients, products, and geographies
• partner closely with FX Specialized Product Sales, GPS Sales, Client Coverage, eFX Sales, and Trading
• serve as the lead for operational risk and control processes
• drive a consistent and robust risk management framework
• collaborate across regions to promote cross-currency payment capabilities

Investment Specialist Trainee – Obtain SIE, Series 7 & 66

Financial Solutions Advisor

Financial Advisor – East Bay Market

Associate – Transport & Infrastructure Investment Banking

Financial Solutions Advisor

Document Administrator III

Business Strategy & Initiatives Manager

Financial Solutions Advisor

Financial Solutions Advisor

Splunk Production Services Engineer

Data Scientist II

Relationship Banker, Bilingual Spanish

Financial Solutions Advisor

Financial Center Assistant Manager

Global Transactional FX Product Manager