Bank of America

Financial Planning and Analysis

• Providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs
• Deepening relationships by referring clients to specialized sales teams
• Serving as a central entry point into a fully licensed financial services career
• 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

• Responsible for managing a large portfolio of critical Non Bank Financial Institution Clients
• Leads all aspects of the treasury management relationship for a complex portfolio
• Drives responsible growth by originating new client relationships
• Owns revenue, balance, and profitability outcomes for a dedicated client portfolio
• Maintains deep client focus supported by strong industry expertise
• Leads, coaches, and develops Treasury Sales Analysts
• Serves as a digital ambassador for mobile, digital, and real time payments
• Leads strategic, consultative dialogues with senior client stakeholders

Treasury Sales Officer III – Global FIG Investments & Securities

Operations

• Responsible for managing a unit for a site, region, or product line within the bank's internal operations.
• Identifying, analyzing, and resolving highly complex problems.
• Ensuring compliance with policies.
• Developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow.
• Managing employee performance, development, talent planning, and overseeing the budget, expenses, reporting, and forecasting.

Senior Operations Manager

Full-stack Engineer

• Apprentices will join a technology apprenticeship program designed to introduce associates with little to no work experience to technology roles
• Provide on the job training and build skills as an apprentice
• Deliver innovative capabilities in a team environment
• Develop and deliver complex requirements to accomplish business goals
• Ensure software is developed to meet functional/non-functional requirements
• Coding solutions and unit testing to deliver a requirement/story per the defined acceptance criteria
• Execute automated test suites (integrations, regression, performance)
• Document and communicate required information for deployment, maintenance, support and business functionality
• Adhere to team delivery/release process pertaining to code deployment and release
• Contribute to story refinement and definition of requirements

Global Tech Apprentice Program – Software Engineer

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams.
• Acquire, build and manage client relationships.
• Provide advice and solutions to help clients manage their financial needs.
• Work in a financial center to deliver banking and investment solutions.
• Collaborate with core banking and investment partners.

Financial Solutions Advisor – Registration Candidate

Analyst

• Apprentices will be joining a technology apprenticeship program designed to introduce associates with little to no work experience to technology roles.
• The role is created to provide on-the-job training and build skills as an apprentice.
• Work assignments are well defined with a high degree of supervision and direction provided.
• Apprentices may provide analytical and technical skills to support the design, development, implementation of technology solutions to support our clients and manage risk.
• Apprentices are responsible for delivering innovative capabilities in a team environment, as well as leveraging skills, background, and interests for a specific group within technology lines of business participating in the program.
• This role may perform commoditized activities which may include monitoring, managing events, servicing requests and engineering.
• Key responsibilities may include assisting with network, systems, applications, access requests and production support or security engineering.
• Monitors all installed systems and infrastructure to ensure the highest levels of availability within a technical domain.
• Manages and prioritizes assigned tasks, executes procedures reliably, responds with urgency, and escalates issues appropriately to senior team members.
• Open triage bridge lines and updates bridge boards, engaging teams as required.
• Maintains solutions that align to security, redundancy and archiving of blueprints and strategies.
• Owns event management and fulfillment items such as password resets and reporting requests.
• Supports client onboarding by familiarizing new clients with technology products and services as quickly and easily as possible.
• Writes and maintains documentation such as scripts and instructions and supports change activities.

Tech Analyst

• Apprentices will be joining a technology apprenticeship program, which is designed to introduce associates with little to no work experience to technology roles.
• The role is created to provide on the job training and build skills as an apprentice.
• Work assignments are well defined with a high degree of supervision and direction provided.
• Apprentices may provide analytical and technical skills to support the design, development, implementation of technology solutions to support our clients and manage risk.
• Apprentices are responsible for delivering innovative capabilities in a team environment, as well as leveraging skills, background, and interests for a specific group within technology lines of business participating in the program.
• This role may be responsible for developing and delivering complex requirements to accomplish business goals.
• Key responsibilities may include ensuring that software is developed to meet functional/non-functional requirements, coding solutions, and unit testing.

Sales

• Leading product experts supporting Global Transaction Services in client engagements
• Managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio
• Engaging with complex Not-For-Profit Healthcare and Private Higher Education companies
• Driving mobile, digital and real time payments adoption
• Conducting strategic dialogues around key client centric issues
• Articulating understanding of not-for-profit, healthcare and higher education environments
• Creating impactful client/prospect events centered on industry trends
• Advising clients on P2E and digital strategies involving payments, receipts, liquidity, and card solutions
• Driving expansion of Solutions Per Relationship (SPR)
• Accountable for revenue/product growth and leading client-facing treasury presentations

Treasury Sales Officer II – Healthcare Not For Profit – Higher Education

Business Intelligence Analyst

• Designs, develops, and maintains innovative automated reports
• Creates and maintains required standard documentation
• Works collaboratively in a cross-functional team
• Contributes to the development of new AI-enabled approaches

Client Reporting Analyst III

• 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 a financial plan and recommending brokerage products

Financial Solutions Advisor

• Responsible for leading business enablement and operational readiness efforts across strategic initiatives
• Ensuring solutions (AI/technology and process changes) are adopted effectively by the business, supported through clear communications, training, and readiness planning
• Partners closely with business leaders and cross-functional teams to understand the current state, define future-state operating models, and ensure successful adoption of change
• Drive operational readiness activities, including impact assessments, transition planning, and change execution
• Develop and deliver communication strategies, training materials, and executive presentations to support adoption
• Analyzes and resolves highly complex operational problems

Ops Professional – Business Enablement, Operational Readiness Lead

• Manage and aggressively grow treasury revenue across a portfolio of Large Corporate GIG (Global Industrials) clients.
• Partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others to develop customized treasury solutions.
• Focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
• Be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, proposal/presentation development/delivery.
• Maintain a strong client focus, treasury industry expertise, understanding of tech, innovation, ESG landscape, client subsector expertise and broad understanding of bank structure and operational aspects.

Treasury Sales Officer

• Obtain your Securities Industry licenses through dedicated and personalized classes
• Acquire, build, and manage client relationships
• Guide clients with advice and solutions to help them live their best financial lives
• Work in a financial center to deliver Bank of America’s core banking and investment solutions
• Grow and deepen relationships within a portfolio of clients
• Provide end-to-end comprehensive advice
• Collaborate with core banking and investment partners

• 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 – Merrill Advisor Development Program

• Providing comprehensive advice and customized solutions to clients
• Triage client leads
• Make referrals to business partners based on client needs
• Meet with clients to review financial and investment goals
• Build financial plans and recommend brokerage products