Bank of America

Account Manager

• Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
• Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
• Supervises 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
• Oversees the client service experience and reviews the approval of new client accounts
• Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals

Client Relationship Manager

Bilingual

• providing specialized and personalized service offering advice and guidance to financial center clients
• acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions
• balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise

Business Solutions Advisor, Bilingual Mandarin

Security Engineer

• Daily analysis of security events
• Building and enhancing automated controls to detect security events
• Work with vendor to maintain our security controls
• Develops and implements processes or controls in support of audit and risk requirements
• Will partner with senior leaders from lines of business organizations to triage security events and report on impacting security initiatives
• Responsible for mentoring and developing the skill sets of less experienced team members
• On call and after hour work can be expected.

Information Security Threat Management Specialist

• Provide advisory support and oversight for security-related changes within the GBAM environment
• Collaborate closely with Risk teams, supporting their activities
• Conduct routine liaison and coordination across risk partners and technology groups

Business Information Security Officer – Global Banking and Markets

Full-stack Engineer

• Developing and delivering complex requirements to accomplish business goals
• Ensuring software is developed to meet functional, non-functional, and compliance requirements
• Designing, developing, and modifying architecture components
• Mentoring other software engineers on CI/CD practices
• Executing story refinement and estimating work necessary to realize a story
• Automating manual release activities
• Designing, developing, and maintaining automated test suites

Software Engineer – Payments Modernization

Business Analyst

• Manage contract template inventory, governance, and project/change processes and procedures
• Liaise with multiple internal product partners, legal, compliance, and operational support teams
• Ensure compliance with risk governance requirements
• Report all metrics along with supporting documentation and calculations to management on time
• Conduct contract template administration duties

Financial Planning and Analysis

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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

Financial Solutions Advisor

Sales

• Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
• Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
• Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
• Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
• Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
• Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure

Treasury Sales Officer I

• Responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts according to the established guidelines and procedures
• Providing quality service and effective operations support for internal business partners and external clients
• Assisting in training for less experienced team members
• Operating with a moderate level of independence, referring to their team lead or manager for direction and support with moderately complex issues and escalations
• Reviews risk assessments for each request type and applies risk mitigation steps following established guidelines and procedures
• Performs moderate levels of research and resolves data issues
• Responds to internal business partner inquiries about errors or reporting through phone and email, escalates complex issues to leadership as needed
• Independently manages a case load by prioritizing tasks according to due dates

Account Management Ops Analyst

• Providing advice and valuable financial solutions to complex Business Banking clients and prospects
• Serves as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships
• Collaborates with teammates and facilitates client relationships with Product Specialists
• Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with local market stakeholders and teammates throughout the bank
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills

Senior Relationship Manager, Business Banking

• Works with clients to plan their short and long-term financial goals
• 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

Risk

• Responsible for reporting, analysis, and monitoring market related risks in a specific product area
• Analysis of model risk, market risk reporting, and distribution of market risk reports
• Interface with trading desk and other risk and support groups
• Identifies and monitors market risk exposure and develops mitigation strategies
• Manages risk requests, breach remediations, and provides challenges for front line units
• Sets managing risk parameters and guardrails for market risk
• Develops market risk coverage plans and conducts risk assessments
• Liaisons with businesses to understand market trends and impacts on portfolio

Global Markets Risk Manager

• 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
• 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

Client Relationship Manager

Business Solutions Advisor, Bilingual Mandarin

Information Security Threat Management Specialist

Business Information Security Officer – Global Banking and Markets

Software Engineer – Payments Modernization

Business Analyst

Financial Solutions Advisor

Treasury Sales Officer I

Account Management Ops Analyst

Senior Relationship Manager, Business Banking

Financial Solutions Advisor

Global Markets Risk Manager

Financial Advisor, Merrill Advisor Development Program

Financial Solutions Advisor

Financial Advisor – Northeast Ohio Market