Bank of America

Account Manager

• Providing comprehensive financial solutions to small businesses with annual revenues up to $20 million
• Actively managing and deepening relationships with high value clients
• Supporting growth of the profitability of the small business customer base
• Identifying and acquiring new client opportunities through prospecting and networking
• Opening core small business accounts while adhering to procedural guidelines

Business Banking Relationship Manager – Small Business

Financial Planning and Analysis

• 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 – Eastern Pennsylvania Market

• 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 based on client objectives and preferences
• Documents all client interactions and opportunities within Salesforce accurately

Financial Advisor – Greater Virginia Market

Content Marketing Manager

• Craft, optimize, and deliver compelling human-centered content to drive best-in-class digital experiences that engage users and enables them to complete tasks, working from a multidisciplinary, holistic perspective from concept to execution and implementation.
• Apply a broad range of content design capabilities to develop cohesive end-to-end product and digital experience narratives and solutions across platforms using best practices, existing patterns, heuristics, brand and content standards.
• Partner with a diverse set of project stakeholders and cross-functional teams to quickly digest all requirements and align to user intent – including product management, business partners, legal, and engineering.
• Build influence and partnerships with stakeholders outside of ongoing project work.
• Collaborate across the team with product design, design research, design operations, and design technology to iterate and revise content solutions.
• Create content every step of the way, from early ideation to digital delivery, including content design deliverables for design systems and final copy for comprehensive specifications, prototypes, and content management systems.
• Build reusable content models and systems, including frameworks for AI interactions, agent patterns, and multimodal experiences, ensuring they scale reliably into production-grade capabilities.
• Design and evolve digital content experiences across conversation interfaces, web, mobile web, and native apps (iOS and Android).
• Demonstrate strong suite of content design specialties including adapting voice, tone, brand, content standards, conversation design, and WCAG accessibility standards.
• Deliver exemplary solutions leveraging and anticipating internal and external best practices and methods.
• Support evaluative testing, from rapid user testing to usability studies and leverage user research and insights to refine and enhance the customer journey.
• Evaluate and benchmark existing product and service experiences.
• Participate actively in design critique and be available as a resource to other designers.
• Work on multiple designs/projects, managing time and expectations with stakeholders across the organization and Experience Design, staying knowledgeable on project and product details.
• Respect standards, reflect our design system patterns in work and contribute to best practices while also helping with innovative digital, technology, and AI experiences.
• Use excellent visual, communication and storytelling skills and demonstrate thought leadership by challenging the status-quo, present independently and navigate questions.

Experience Design I, Content Design

Full-stack Engineer

• Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
• Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained
• Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack
• Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle
• Performs spike/proof of concept as necessary to mitigate risk or implement new ideas
• Automates manual release activities
• Designs, develops, and maintains automated test suites (integration, regression, performance)
• Lead architecture, design, and development of large-scale database and data platform solutions
• Own end-to-end delivery across technologies including Oracle, MemSQL(SingleStore), Cockroach DB, DB2, ETL (IBM DataStage), and Autosys
• Build and optimize high-performance data pipelines supporting real-time and batch processing
• Provide technical leadership across development and support
• Ensure solutions meet performance, scalability, security, and regulatory requirements
• Collaborate with product owners and stakeholders to define, refine, and deliver business requirements
• Drive best practices in CI/CD, release management, and production support
• Troubleshoot and resolve complex data and system issues as needed.
• Contribute to testing strategies and continuous improvement initiatives

Software Engineer III – SI&DS Design

• Obtaining Securities Industry licenses
• Received personalized classes for SIE, Series 7 and Series 66 Exams
• Taught foundational skills to be an advisor
• Help deliver Bank of America’s core banking, investment solutions and client care
• Work in a financial center aiding client relationship management
• Guide clients through financial decisions based on their needs

Financial Solutions Advisor

Sales

• Leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients.
• Participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams.
• Manage actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Profit Healthcare companies.
• Act as digital ambassador driving mobile, digital and real-time payments adoption.
• Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial technology and trusted advisor.
• Articulate and understand the not-for-profit healthcare and higher education environment with respect to reform and other industry issues.

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

Product Specialist

• Associate is responsible for identifying markets and participating in the sale and valuation of leased equipment.
• May evaluate residual values in structuring lease contracts.
• Associates may work with legal department on remarketing possessed equipment.
• May also participate in inspection programs to ensure that leased equipment is well maintained.
• Evaluation of current market conditions for a variety of used equipment.
• Build ongoing relationships with current clients.
• Develop and maintain an assortment of used equipment dealers, brokers and buyers.
• Follow all bank internal policies, procedures and training.

Product Specialist II – Credit/Equipment Management

• Managing a financial center and its employees on a day-to-day basis.
• Operating as a business owner and fostering a team environment.
• Instilling an effective client-centric and risk culture in the center.
• Helping clients achieve their financial goals.
• Ensuring operational excellence and cohesive effectiveness.
• Developing talent, including proactive sourcing of candidates.
• Managing client traffic, engaging and appropriately routing clients, and fostering client retention.
• Managing business results through formalized management routines and coaching.
• Creating a world class client experience environment.
• Managing market-level initiative prescribed by market leaders.
• Driving operational excellence by engaging employees on business strategy.
• Managing organizational priorities and effective execution.

Financial Center Manager

• This job is responsible for developing and delivering complex requirements to accomplish business goals.
• Ensure that software is developed to meet functional, non-functional and compliance requirements.
• Coding solutions, unit testing, and ensuring successful integration into the overall application/system.
• Learn and support the Legacy Environment (Hands-on Ownership)
• Reverse engineer Business Technical Flows (Discovery)
• Identify Modernization Opportunities Patterns

Software Engineer II

• Act as a trusted advisor to senior executives, translating business priorities into high-impact Gen AI and agentic AI use cases
• Define and manage the Gen AI use-case portfolio, prioritizing initiatives based on value, feasibility, risk, and scalability
• Maintain hands-on familiarity with agentic workflows, orchestration patterns, and model capabilities
• Partner with product, engineering, data, risk, and compliance teams to guide use cases from ideation through proof-of-concept, pilot, and production
• Ensure Gen AI adoption aligns with enterprise standards for security, privacy, ethics, and regulatory compliance
• Drive organizational readiness, stakeholder alignment, and adoption through clear communication, success metrics, and continuous feedback loops

Principal Engineer – GFCT

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
• Assists in monitoring changes in regulations and advising business leaders
• 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

Global Financial Crimes Investigations Specialist

Executive Assistant

• providing diverse and confidential administrative support
• extensive calendar management
• supporting management with administrative tasks
• coordinating internal and external meetings
• processing expenses and travel arrangements
• engaging in high-level client contact
• preparing meeting agendas and minutes
• liaising with outside groups to coordinate Market Visits or events

Executive Assistant – Corporate Communications

Analyst

• Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
• Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
• Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
• Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
• Owns end-to-end analytical workstreams, translating complex data into actionable insights and strategic recommendations for business partners and senior leadership
• Identifies and communicates key trends based on economic conditions and portfolio performance, enabling proactive decision-making
• Partners with cross-functional teams, including Risk, Product, and Operations, to support and influence strategic initiatives and large-scale programs
• Develops scalable reporting and analytics solutions to support performance monitoring, forecasting, and operational execution
• Mentors and provides technical guidance to peers, serving as a subject matter expert across multiple business and technical domains

Cons Prod Strategic Analyst IV

Strategy

• Establishes department-wide strategies and oversees portfolio trend analysis, forecasting, and risk/control performance
• Leads innovation by identifying and championing large scale initiatives that improve risk management, profitability, and control oversight of risks for the business unit
• Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
• Coaches employees on best practices for structuring complex problems, performing analysis, and communicating the results and implications of their work
• Builds and maintains strategic relationships with peers and counterparts across product, technology, and business control functions
• Drives team performance, ensures adherence to risk and control standards, and oversees delivery across a variety of tools including Python, SQL, Tableau, and Alteryx
• Owns end-to-end execution of analytics and reporting initiatives, including prioritization, project health monitoring, risk mitigation, and stakeholder communication
• Partners across Reporting, Analytics, Risk, and Product organizations to align deliverables with enterprise priorities and business needs
• Identifies opportunities to enhance collaboration, improve delivery efficiency, and strengthen analytics capabilities across the organization
• Leads and develops a high-performing team, providing coaching, feedback, and performance management to drive individual and team success
• Oversees delivery of reporting and analytics solutions, ensuring alignment with business priorities, timelines, and quality expectations
• Establishes and monitors key performance indicators (KPIs) to evaluate team output, operational effectiveness, and process efficiency
• Identifies opportunities to improve processes, enhance productivity, and drive operational excellence across reporting and analytics workflows
• Ensures adherence to bank and regulatory policies, fostering a strong risk and control environment
• Partners with stakeholders across Reporting, Analytics, Risk, and Product teams to align priorities, influence decisions, and deliver against strategic initiatives
• Aligns team objectives to enterprise and SSFO priorities, translating strategy into actionable plans and measurable outcomes