Bank of America

Customer Support

• Supports the development and maintenance of financial crimes owned policies and standards
• Assists in the production of independent financial crimes risk management reporting
• Assists in the monitoring of changes in regulations applicable to Global Financial Crimes
• Contributes to risk coverage plans, executes independent risk monitoring, testing, and risk assessments
• Assists in the identification, aggregation, reporting, and escalation of remediation and thematic analysis

GFC Support Specialist

Risk

• Apply investigative knowledge to determine the validity of a Merchant and/or credit/debit transactions at a Merchant
• Participate in queue work, initiate outbound calls and manage internal customer/client calls
• Responsible for reviewing, requesting and/or verifying information to validate authenticity of a client and/or client transactions
• Ensure transactional risk events are documented, reported, and researched to avoid any future liabilities and initiate/and or recommend preventative measures to management
• Conduct random sampling and perform case re-work to identify defects and improvement opportunities

Senior Fraud Analyst – Merchant Services Transaction Risk Monitoring

• Handles complex products and/or escalated customer situations regarding possible fraudulent activity.
• Complete inbound and outbound calls and take appropriate action based on complex transaction characteristics or suspicious documentation.
• Perform functions related to research and resolution of fraudulent activity and service support.
• Make decisions under exception conditions and proactively identify and escalate concerns/issues with a sense of urgency.
• Deliver practical, innovative solutions while focusing on retention and re-establishing customer confidence.
• Mentor and assist associates with moderately complex research and analysis of account/relationship activity to assess levels of risk and fraud type.
• Participate in queue work, initiate outbound calls and manage internal customer/client calls.
• Review, request and/or verify information to validate authenticity of a client and/or client transactions.
• Ensure transactional risk events are documented, reported, and researched to avoid any future liabilities and initiate/and or recommend preventative measures to management.
• May conduct random sampling and perform case re-work to identify defects and improvement opportunities.
• Cover weekend hours as part of a rotational or permanent schedule.

• Apply investigative knowledge to determine the validity of Merchant and/or credit/debit transactions
• Participate in queue work, initiate outbound calls and manage internal customer/client calls
• Review, request and/or verify information to validate authenticity of a client and/or client transactions
• Document, report, and research transactional risk events to avoid future liabilities
• Conduct random sampling and perform case re-work to identify defects and improvement opportunities

Operations

• This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit.
• Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing.
• Assists with coordination of implementation for products, services, and operational solutions
• Supports the design, documentation, implementation, and monitoring of new products and services
• Provides guidance regarding procedural, technical, and operational changes
• Expands business products knowledge within operations environment
• Builds network by developing relationships with partners and teammates
• Inspects data to identify issues and trends
• Collects and interprets data to validate operational processes

Operations Analyst

Financial Planning and Analysis

• Works with clients to plan financial goals
• Recommends banking and investment strategies
• Triages client requests
• Identifies and engages potential new clients
• Provides coaching and feedback to referral partners

Financial Solutions Advisor

Marketing

• Lead the marketing measurement strategy, including KPIs, targets, and attribution
• Translate performance into clear insights, implications, and actions to drive growth
• Own executive-level storytelling, clearly communicating results, risks, opportunities
• Partner across functions to align priorities, metrics, and investments
• Lead cross-functional collaboration to strengthen marketing measurement
• Set standards for analytical rigor and ensure transparent, high-quality insights
• Define performance reporting and dashboards for executive decisions
• Build and lead a high-performing team
• Drive adoption of consistent measurement practices

Marketing Measurement & Strategy Manager

Client Partner

• Developing and managing dealer relationships to increase auto applications and loan production sales
• Prospecting new clients and managing dealer's portfolio for mutually beneficial partnerships
• Executing risk management activities and capturing market intelligence

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

Manager

• Delivers world-class digital software solutions, meets business and client needs, and manages timing, budget, and scope constraints
• Owns operational routines, governance, and best practices that guarantee industry leading go-to-market and a healthy performance for the bank's digital solutions
• Oversees governance, risk management, use of data, and client feedback to drive feature roadmap and prioritization at the project level
• Manages project planning, sprint, and release planning and contributes to the execution of the program roadmap leveraging Agile principles
• Creates presentations and written materials and communicates in an effective and engaging manner to enhance project outcomes
• Builds and maintains relationships across stakeholders and partners in order to effectively navigate the bank, ensure successful delivery of assigned work, and secure ongoing support for owned features
• Leverages knowledge of the business to make informed decisions at every stage of the product development and sustainment lifecycle

Senior Digital Manager

• Responsible for significant contributions to the overall marketing strategy for a portfolio of medium to large programs, products, and processes
• Identify risks and opportunities and defining and delivering strategic solutions
• Support the end-to-end migration program from Resource Central to Seismic
• Drive cross-functional coordination across marketing, field enablement, product, line of business partners, and technology teams
• Track progress and manage risks, issues, and dependencies

Marketing Strategy Integration Lead

• Experienced, high performing sales professional responsible for providing equipment finance and lease financing solutions to Bank of America clients and prospects
• Typical client profile is companies with revenues between $50MM and $2BN and typical transaction sizes between $1MM and $50+MM
• Candidate will possess proven client relationship and sales skills, strong work ethic, preference for credit and tax leasing knowledge, prospecting and cold calling skills and a strong ability to multi-task
• Prior equipment finance and lease experience is preferred, but will consider candidates with a proven history of exceptional sales performance and general understanding of credit and bank environment
• Extensive travel is required

Senior Leasing Sales Specialist – Equipment Finance

• The Senior Treasury Sales Officer (TSO III) for the Global FIG Investments and Securities Team will be responsible for managing a large portfolio of critical Clients.
• Leads all aspects of the treasury management relationship for a complex portfolio of existing and prospective global clients within the Securities and Investments segments.
• The role partners closely with Corporate Bankers and cross functional stakeholders across Product, Compliance, Credit, Risk and Service to deliver differentiated, scalable global solutions aligned to client objectives and risk standards.
• Drives responsible growth by originating new client relationships and expanding existing portfolios through the identification and cross selling of global payment and treasury solutions within an established risk framework.
• Owns revenue, balance, and profitability outcomes for a dedicated client portfolio, with accountability for client planning, portfolio strategy, pricing discipline, and end to end proposal development and execution.
• Maintains deep client focus supported by strong industry and subsector expertise, along with a broad understanding of bank structures and global treasury operating models.
• Leads, coaches, and develops Treasury Sales Analysts, providing day to day guidance, prioritization, and mentorship to ensure high quality client deliverables and talent development.
• Serves as a digital ambassador, championing mobile, digital, and real time payments adoption to enhance client efficiency and competitiveness.
• Leads strategic, consultative dialogues with senior client stakeholders on complex, client centric issues, leveraging best practices, peer benchmarking, and industry data and analytics.
• Leads end to end transformation of client onboarding experience for Private Capital clients by partnering across Sales, Product, Operations, Technology, and Compliance to streamline processes, enhance digitization, and improve speed, transparency and client satisfaction.
• Serves as the Senior Cross Functional Lead driving onboarding strategy and execution.
• Sustains a high touch client engagement model through regular on site and virtual meetings, participation in industry conferences, roundtables, and targeted client events.

Treasury Sales Officer III – Global FIG Investments, Securities

Strategy

• Lead cross-functional teams and influence senior stakeholders to drive strategic transformation
• Design and implement transformational strategies to ensure adoption of new processes and technologies
• Partner across business and technology teams to ensure the strategy is insight-driven, business-aligned, and future-ready
• Monitor industry trends, emerging technologies, and best practices in governance and AI/ML; provide recommendations to inform strategic planning
• Build and/or execute business initiatives and/or processes, while partnering with stakeholders and partners
• Solve complex problems and deliver on business initiatives and processes by applying subject matter expertise and technical knowledge of the business
• Engage with key stakeholders, partners, and business leadership to deliver on business objectives
• Perform analytics, assessments, and/or interpretation of data and/or information to identify business opportunities, derive insights, and measure outcomes
• Develop strategic and tactical plans to drive progress towards business goals and objectives

Strategic Initiatives Lead

Financial Crime

• Completes investigations while overseeing cases meet or exceed closure and quality metrics
• Completes Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcement
• Reports facts of the investigation to senior stakeholders, assisting in identifying potential operational or compliance risks and partners Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations
• Performs quality control functions, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities in an investigative support role
• Analyze financial transactions to assess whether activity is suspicious and warrants further investigation.
• Manage the full lifecycle of fraud investigations, from initial review through documentation and resolution.
• Gather and evaluate relevant information to support sound decision-making throughout the investigative process.

Global Financial Crimes Investigator

• Providing advice to business unit executives and senior-level managers on Human Resources (HR) issues
• Establishing the strategy for Enterprise and line of business specific Human Resources (HR) priorities
• Ensuring organizational effectiveness across talent acquisition, performance management, talent development and learning, succession planning, compensation, etc.
• Acting as a trusted advisor to leadership and partners with senior business leaders
• Overseeing and defining the strategy for critical workforce activities, including headcount reporting and analytics, financials/expenses, promotions, opportunity and inclusion, performance, talent management, and key cross-HR initiatives
• Helping senior leaders build effective teams, develop talent, manage risk, and create an inclusive environment that values deep and broad skills, experiences and perspectives

GFC Support Specialist

Senior Fraud Analyst – Merchant Services Transaction Risk Monitoring

Senior Fraud Analyst – Merchant Services Transaction Risk Monitoring

Senior Fraud Analyst – Merchant Services Transaction Risk Monitoring

Operations Analyst

Financial Solutions Advisor

Marketing Measurement & Strategy Manager

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

Senior Digital Manager

Marketing Strategy Integration Lead

Senior Leasing Sales Specialist – Equipment Finance

Treasury Sales Officer III – Global FIG Investments, Securities

Strategic Initiatives Lead

Global Financial Crimes Investigator

Human Resources Executive – CFO