Bank of America

Data Scientist

• This job is responsible for driving accurate, complete, and timely delivery of data.
• Key responsibilities include working with business stakeholders and technology teams to direct data management activities and ensure availability for use by appropriate consumers.
• Job expectations include managing execution within the enterprise data management standards, data quality, and control practices.
• Works with Line of Business partners, including Compliance, Audit, and Risk to understand needs and produce data solutions, often times in partnership with Technology.
• Identifies gaps in data management standards adherence and works with appropriate partners to develop plans for resolution, including recommendations so that relevant risk and compliance policies and standards are met.
• Analyzes emerging needs for data to address risk, regulatory, or business enablement priorities and appropriately plans for interim and target state solutions within data management policies.
• Monitors key performance indicators and internal controls in accordance with established thresholds, standards, and policies.
• Execute counterparty data transformation initiatives focused on improving data integrity, including identifying upstream data quality gaps and implementing preventative measures across the data supply chain.
• Drive acceleration of data defect resolution through deep root cause analysis, tracing issues to point of origin and influencing partners to remediate and prevent recurrence.
• Support data sourcing transformation, including migration to centralized single sourcing and alignment to authoritative data providers in accordance with enterprise data strategy.
• Decompose and analyze business processes and data flows to identify control breakdowns and inefficiencies, and embed sustainable improvements through enhanced controls, monitoring, and automation.
• Develop and deliver clear, actionable insights and thematic analysis to senior stakeholders, enabling fact-based decision making and supporting governance and control forums.

Data Manager – Counterparty Transformation

Financial Planning and Analysis

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

Financial Solutions Advisor

Sales

• Leading product experts supporting Global Transaction Services in client engagements
• Account management and closing complex and high dollar deals
• Pursuing treasury revenue streams and product penetration across an assigned portfolio of Not For Profit Healthcare and Higher Education companies
• Engaging with complex Not-For-Profit Healthcare and Private Higher Education companies as their financial technology and trusted advisor
• Driving mobile, digital and real time payments adoption
• Managing and leading strategic dialogues around key client centric issues
• Advising clients on P2E and digital strategies involving payments, receipts, liquidity, card solutions, revenue cycle solutions and eCommerce
• Collaborating with Client Managers, Treasury Sales Analysts, and other partners within the enterprise
• Creating impactful client/prospect events centered on industry trends
• Ensuring responsible revenue and balance sheet growth, profitability improvement, and client calling initiatives

Treasury Sales Officer II – Not for Profit Healthcare, Higher Education

• 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

Implementation Specialist

• Project manage the implementation of technical cash management solutions for EMEA GPS client base.
• This includes the connectivity through CashPro File import, ‘host to Host’ channels or SWIFT for all supported countries electronic payment/collection types & reporting, using both industry (ISO20022) and BOFA proprietary file formats.
• Oversee the delivery and execution of the project in line with agreed delivery timelines, driving the client in order for the Bank to realise new revenue at the earliest opportunity, and to meet client expectation.
• Working in partnership with clients to create and agree an implementation delivery timeline, clearly communicate the project status; identify issues, resolution steps and deadlines.
• Assisting clients with technical connectivity and file testing to facilitate a high percentage of Straight through Processing for transactions.
• Provide consultancy and assistance to Sales and Product Teams to win new business, and in the ongoing development of new services and products.
• Coordinating with internal Business Partners as necessary to expedite project resolution.

Treasury – Technical Implementation Consultant

Consultant

• Supporting all aspects of our client’s global needs during the initial onboarding phase and the implementation of any new products/services
• Engaging business partners and clients alike during project implementation
• Delivering timely project updates/reports both verbally and electronically to our clients and key business partners
• Planning and managing project tasks and resources to ensure deliverables are met for our client’s projects
• Translating client objectives into comprehensive implementation work plans covering timelines, resources, dependencies, priorities, risks and key milestones
• Working across the organisation to deliver an effective and seamless experience for our clients

Implementation Project Consultant

Administration

• independently reviewing the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements
• manages the incoming and outgoing payments required from the Borrower and Lenders
• books the new commitment, amendment, or restructure updates in the Loan IQ system of record
• works closely with Client Manager, Credit and Portfolio Officers, Agency Management, Internal and External Legal Counsel and many internal operational support units to ensure seamless execution of transaction
• demonstrate time schedule flexibility to accommodate deal closing requirements

Document Administrator III

• Operates as a back up financial center leader within a market
• 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 initiative prescribed by market leaders
• Creates an inclusive team where members are treated fairly and respectfully
• Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement
• Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results
• Leads and encourages the identification, escalation and resolution of potential risks
• Knows and develops team members through coaching and feedback
• Manages expenses and demonstrates an owner’s mindset
• Recruits, on-boards and develops talent, and supports talent mobility for career growth
• Delivers results through effective team management, structure and routines

Market Financial Center Manager

Operations

• Monitoring application and system alerts, performing initial triage, and executing alert-based steps to restore service quickly.
• Working closely with production support and cross-functional technical teams to escalate and coordinate issue resolution as needed, ensuring minimal impact to operations.
• Following established event management processes and focusing on timely response, accurate diagnosis, and disciplined alert handling.
• Being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications.
• Performing initial investigations, mitigating impacts through routines and engaging in triages, responding to user requests, and working with technology teams to identify, troubleshoot, and resolve issues.
• Following well-defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration.

Production Operations Specialist

• 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

Financial Crime

• Completes investigations while overseeing cases meet or exceed closure and quality metrics
• Completes Suspicious Activity Reports (SAR) in a timely manner
• Reports facts of the investigation to senior stakeholders
• Performs quality control functions and investigative support roles

GFC Investigator – Brokerage, AML

• Design and document current state and future state business processes, workflows, controls, and roles for Market Growth & Collaboration capabilities
• Translate business process designs into clear business and functional requirements, acceptance criteria, and delivery plans
• Own project planning, execution, dependency management, risk management, and status reporting for in-year and year-over-year initiatives
• Coordinate cross functional partners including Finance, Technology, Data, Risk, Operations, and LOB stakeholders
• Manage readiness activities including communications, training coordination, rollout planning, and post launch support
• Support governance routines, leadership forums, and executive updates aligned to introductions strategy
• Create executive ready materials and documentation to clearly communicate progress, risks, and decisions

Customer Segment Consultant II

• Provide maintenance support across Basecamp platforms, including troubleshooting and issue resolution
• Own and manage escalations end-to-end, ensuring timely resolution and clear status communication
• Partner with technology and business stakeholders to address system and data-related issues
• Support stale action plan closure activities
• Manage escalations and access requests
• Perform backend updates, including table maintenance and uploader/DCT processes
• Remediate DCIM-related issues
• Conduct User Acceptance Testing (UAT) for Appian/Angular applications
• Maintain and update alerts within the Basecamp portal
• Manage portal access requests and permissions
• Maintain link inventories and ensure accuracy of resources
• Add and update links, reports, and resources within the portal
• Confirm alignment with ODIN standards
• Process reporting access requests
• Investigate and escalate data issues
• Perform quality monitoring and data validation activities
• Conduct daily report validation for APRE/LED reporting outputs
• Support access requests and onboarding
• Perform survey updates and configuration changes
• Own and manage escalations related to tool functionality

Customer Segment Consultant I

Architect

• This job is responsible for defining an architectural vision and solution aligned to the enterprise architecture strategy, technology, and platform choices.
• Key responsibilities include describing the solution intent/associated operating environment, evaluating system impacts, determining the primary systems/sub-systems and their interfaces, and assisting with end-to-end solution design.
• Job expectations include defining non-functional requirements/architectural runway to support new epics/features and ensuring solutions are fit for purpose by working with stakeholders and service providers.

Account Manager

• Manages a book of high net worth, active self-directed clients.
• Serves as primary point of contact for all of the clients' trading and servicing needs.
• Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations.
• Develops knowledge of internal policies, procedures, and processes.

Data Manager – Counterparty Transformation

Financial Solutions Advisor

Treasury Sales Officer II – Not for Profit Healthcare, Higher Education

Financial Solutions Advisor

Treasury – Technical Implementation Consultant

Implementation Project Consultant

Document Administrator III

Market Financial Center Manager

Production Operations Specialist

Financial Advisor

GFC Investigator – Brokerage, AML

Customer Segment Consultant II

Customer Segment Consultant I

Architect

Premium Elite Relationship Manager