Bank of America

Manager

• Manages diverse administrative functions usually for a very large, complex department or for a complete line of business that may be regional or national in scope, often requiring associates in one or more location.
• Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, or communication.
• Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements.
• Requires a thorough knowledge of the department or business units functional area or products.
• Working knowledge of general bank policies, programs and procedures and financial/accounting practices.
• Generally has full management responsibility over a relatively large team and may manage one or more levels of managers.
• Leads the support/administrative functions for a somewhat large department usually at a local level.
• Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement.
• Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department.
• Requires an in-depth knowledge of bank policies and programs and of the departments functional operations.
• May direct workflow activities.
• Ability to decompose complex issues and drive timely decisions, knowing when to engage others for additional input and when to act independently.
• Acts as the glue that connects the organization, overseeing the full book of work across financial and resource management, risk mitigation, process optimization and portfolio delivery to ensure seamless execution and alignment across CTI.
• Serve as a strategic thought partner and trusted advisor to senior leadership, ensuring alignment and execution of key priorities.
• Manages executive operations, drives effective collaboration, and upholds high standards for decision-making, processes, and analytical rigor.
• Acts as a proxy in key internal and external meetings to support desired outcomes.
• Drives strategic and annual planning, translating goals into actionable initiatives and clear communications.
• Drives transparency, engagement, and alignment across teams while championing operational excellence and cross-functional efficiency.
• Acts as a strategic integrator and embedded partner, facilitating communication, collaboration, and cross-team alignment identifying and resolving bottlenecks, enabling seamless execution of key initiatives through proactive problem-solving and end-to-end oversight.
• Serves as the point person for coordination of business activities including staff meeting agendas/logistics, resource forecasting, requisition/hiring management (resource strategy), personnel processes, workspace governance, engagement activities, communication and articulates risks and opportunities to forecast.
• Develops executive level presentations and communications.
• Applies strong analytical, financial management, and organization skills to drive data-driven decision-making, optimize resource allocation, and ensure operational efficiency.

Business Support Manager II – Global Technology

Program Manager

• Overseeing programs and projects specific to corporate change initiatives
• Serving as the primary contact to executive management for critical change initiatives
• Delivering board level updates and materials on results aligned to program strategy
• Engaging and driving relationships with business partners through strategic leadership

Program Management Executive

Project Manager

• This job is responsible for managing large projects for an operations department or Line of Business.
• Key responsibilities include directing the research of existing operations, procedures, workflow, product, and service requirements and managing the analysis of assembled data to define problems, including cost/benefit analysis and scope of the project.
• Job expectations include overseeing end-to-end project status, project health, mitigation, and timely escalation and working directly with senior management to set and maintain strategic project direction.
• Determines testing methods needed for assigned projects, educates resources, partners with all testing teams engaged, and analyzes reporting and assembled data to define problems.
• Manages and directs project parameters, costs, project testing execution, resource allocation, and cost/benefit analysis.
• Partners with operations management on creating project impact and providing direction and guidance to internal teams.
• Coordinates development of key project deliverables in partnership with various key internal and external business partners.
• Manages and leads the execution of multiple and often competing priorities to meet deadlines and adhere with policies and procedures.
• Establishes project status routines and tracks critical path deadlines and overall business measures for success.

Senior Operations Project Manager – GenAI Initiatives

IT Support

• Audits Lines of Business (LOBs) ranging in scale and scope and produces audit reports in a timely manner that summarize results of an audit to management
• Develops an audit plan, assesses risks, and provides appropriate coverage for current and/or emerging risks
• Leverages a risk mindset to proactively identify risks, analyze themes, and continually evaluate areas of priority against the company’s risk profile and control environment
• Supports Corporate Audit's mission, goals, and strategies, and drives operational effectiveness while demonstrating a strategic mindset and leading and supporting change
• Leads the design and promotes the use of innovative tools and technological elements to drive continuous coverage of company risks
• Maintains business partner relationships for areas assigned and challenges business management to adopt appropriate policies, procedures, and effective controls designed to mitigate risks
• Manages team performance by training, mentoring, defining development plans for team

Senior Audit Manager – Reporting and Analytics

Consultant

• Partners with business and Human Resources (HR) leaders to design and deliver talent management strategies and talent development plans that ensure effective succession planning and a bench of future leaders
• Leads, designs, and implements key leadership development processes and HR initiatives such as talent and succession planning, performance management, organizational design and effectiveness, manager development, 360 feedback, and program nominations
• Executes talent management strategy and organizational design across local, regional, and enterprise teams and partners while ensuring compliance with rules and regulations
• Provides consultative support and coaching to key leaders focused on promoting and developing diverse and top talent
• Maximizes business and enterprise objectives and outcomes by implementing strategic talent solutions leveraging quantitative and qualitative data
• Partners with control functions (e.g., Corporate Communications, Legal, Risk, Compliance) to mitigate people risk and effectively communicate people moves and talent processes to impacted stakeholders
• Consult with leaders on organizational change including assessing operating model and org design effectiveness, preparing org design proposals and communication plans. Serve in an advisory role for horizontal initiatives across the Merrill organization working with business leaders and HR to consult.

Global Talent Consultant II

• Leads communication, coordination and connectivity across the leadership team
• Partners with peers and control partners to ensure strong engagement and adherence to risk management and operational risk policies and processes
• Drives the successful execution of team events and routines, including logistics, communications and gathering feedback
• Develops comprehensive plans around key organizational priorities and ensures all accountable parties understand respective roles/responsibilities
• Partners with reporting and analytics team to ensure accurate reporting while seeking opportunities to reduce manual processes
• Assists senior executive and team with a full range of engagements, including process improvement and project initiatives
• Provides oversight of key deliverables and validates accurate and timely completion
• Execute data quality checks and analyze potential findings to ensure correct reporting
• Produce high quality presentations and management information for senior management leveraging Tableau reporting and Excel analysis

Business Support Manager – Global Infrastructure Credit

Customer Support

• Owns and manages the Anti-Money Laundering (AML) and Know-Your-Customer (KYC) process
• Engages with clients to review AML/KYC information
• Maintains and manages periodic reviews/refreshes for US and non-US entities
• Provides recommendations for business to create and nurture client relationships

Commercial Support Specialist, KYC/AML

Risk

• Lead end-to-end investigations of suspected or confirmed fraud and At-Risk client scenarios
• Assess transactional activity, account behavior, client interactions, and supporting documentation
• Manage a complex and high-risk case portfolio, prioritizing based on severity
• Produce clear, defensible investigative narratives and case documentation
• Recommend and execute appropriate remediation actions
• Identify and manage At-Risk Persons and vulnerable client scenarios
• Conduct client and associated party outreach when appropriate
• Maintain a strong working knowledge of fraud typologies, financial crimes risk, and supervisory frameworks
• Drive effective communication and transparency across partners

Fraud Investigations Manager – At-Risk Supervision

Client Services Representative

• handling medium to large projects for a Line of Business that may be regional or national in scope
• recommending policy and procedural changes and developing measurement criteria and project plans
• working with senior management to evaluate current methods and develop strategies to implement change and improvements
• leading and managing Fraud Servicing initiatives
• serving as primary contact within the Fraud servicing organization
• preparing documentation for tracking, monitoring, and escalation of initiatives or risk related issues to management
• gathering and organizing data to monitor and test effectiveness of key initiatives

Operations Project Consultant – Consumer Client Services, Fraud Servicing

QA Engineer

• This job is responsible for testing and delivering complex software requirements to accomplish business outcomes, ensuring the testing strategy and processes are well-defined and continuously improved.
• Key responsibilities include establishing a test and automation strategy, creating common test frameworks, defining and managing test processes including test data generation, defect management and reporting.
• Job expectations include understanding and implementing internal/external mandate, ensuring compliance requirements are met on all levels of test environments, and manages traceability.
• Documents, revises, and maintains all automation program governance standards and routines
• Subject matter expert on all enterprise change management (ECM)
• Facilitator of enterprise toll-gating requirements for the community across Global Markets Tech
• Subject matter expert for automation for application management
• Responsible for tracking of automation program governance health metrics
• Distribute periodic updated metrics and engage with the tech teams to ensure timely correction of data quality issues
• Serve as liaison between the technology delivery leads, for all automation requirement and ensuring all deadlines are met and senior leadership is kept informed of progress
• Drive the management information and visualization tools development
• Capture key project metrics and information for executive level reporting
• Work with globally distributed teams to coordinate various types of information and projects
• Proactively manage risk metrics – focus on “at risk” or “exceeding threshold risks” – work with technology management to address root causes and remediate as required

Quality Engineer – Technology

Financial Crime

• supporting the execution of substantive money laundering, economic sanctions and fraud compliance and operational risk practices
• assisting Global Financial Crimes executives and managers with activities that support the identification, escalation and timely mitigation of compliance and operational risks
• Supports the development and maintenance of financial crimes owned policies and standards
• Assists in the production of independent financial crimes risk management reporting

Global Financial Crimes Specialist

Financial Planning and Analysis

• Providing comprehensive advice and customized solutions to clients
• Triage client leads and make referrals based on client needs
• Meet with clients to review financial and investment goals
• Build a financial plan and recommend brokerage products

Financial Solutions Advisor

• Manage end-to-end delivery of complex cross-functional programs or projects
• Partner with the business to develop a plan for sustaining change
• Serve as the primary point of contact for critical change initiatives
• Own key deliverables and facilitate meetings
• Ensure compliance to all Enterprise Change Management requirements

Senior Project Manager – Chief People Organization

Account Manager

• Managing the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
• Identifying and referring specialized small business opportunities and solutions to clients while conducting small business relationship reviews
• Delivering a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
• Fostering relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
• Leveraging knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
• Supporting execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
• Coaching, developing, guiding, and delivering feedback to associates and clients while embodying a client and employee-centric culture

Business Banking Relationship Manager

• Lead the service delivery model and wealth management banking strategy of respective markets to drive business growth
• Hire, develop, and lead a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
• Supervise financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
• Oversee the client service experience and review the approval of new client accounts
• Lead Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
• Ensure client service expectations are met and exceeded while balancing the risk and exposure for Merrill
• Represent the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel