Bank of America

Data Analyst

• Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls
• Develops and executes on Enterprise Data Management policies and standards
• Manages data related incidents and identifies, communicates, and resolves or escalates issues
• Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches
• Partners with Business and Technology functions

Senior Data Analyst

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

Solutions Engineer

• Build fault tolerant design patterns that support zero to minimal downtime in support of distributed platforms
• Work with end users, stakeholders, executives, system administrators, and vendors to help deploy solutions from POC to Production
• Manage relationships with business and technology leaders and vendors for technical products
• Create the technology strategy for a respective technical domain, aligning execution with product strategy by working with Product Managers and other stakeholders
• Design and architect robust data warehouse solutions that support complex analytical workloads
• Lead the evaluation and selection of big data technologies, tools, and frameworks
• Develop data models, ETL processes, and data pipelines to ingest, transform, and load data efficiently
• Collaborate with cross-functional teams to gather requirements and translate them into architectural designs
• Ensure data quality, integrity, and security across all data platforms
• Optimize performance of existing data processes and warehouse architecture
• Mentor and guide junior architects and data engineers, promoting best practices in data architecture
• Stay current with industry trends and emerging technologies in big data and data warehousing

Hadoop Solutions Architect

Consultant

• Support the delivery and execution of Global Human Resources (GHR) products and programs
• Key responsibilities include operational process execution, quality assurance, and ensuring proper controls are in place
• Understanding the programs/products, operational requirements, end-to-end processes, and oversight necessary to deliver HR programs
• Serve as primary point of contact for core HR processes and partner with stakeholders to deliver people, process or technology change
• Perform activities associated with processes and provide stakeholders with metrics
• Manage Core HR process(es), includes managing Process Owner Portal (POP) entries
• Maintain standard operating procedures, playbooks and training documentation
• Execute data controls and audits to ensure data accuracy
• Produce and maintain reports needed to support processes, audits and data requests for stakeholders
• Collaborate closely with stakeholders and cross-functional teams to ensure processes are accurately defined
• Provide visibility into status, trends, risks/mitigation and key milestones to stakeholders
• Partner with technology team to facilitate technology changes based on Agile methodology
• Support the evaluation of existing processes, technologies, and routines to drive process improvements
• Support initiatives and routines by identifying solutions that meet business needs and priorities

Service Delivery Consultant – GHR

• managing a financial center (FC) in collaboration with senior team members
• supporting the operational excellence of the FC
• ensuring that all aspects run effectively and cohesively
• overseeing the smooth and efficient functioning of the teller line
• managing client traffic and fostering client retention
• managing business results through management routines and coaching

Financial Center Assistant Manager

Manager

• Provide leadership within a team accountable for managing unbiased, independent assessments of GT&Os current state technical capabilities as well as the management of horizontal regulatory exams and internal audits and risk assessments across GT&O.
• Establish/maintain effective partnerships while ensuring an independent viewpoint through proper discipline.
• Manage the governance and oversight for GTO horizontal issues, exams and audits.
• Review all newly opened GT&O issues for potential horizontal impact and validate that those issues are not duplicative of existing issues or audits.
• Create and manage complex project plans with team and stakeholders for projects and programs as necessary.
• Lead full issue management of any issues owned by the horizontal team.
• Create and manage dashboard and governance reporting.
• Perform analysis of data to identify themes and potential common risks across GTO teams.
• Facilitate remediation and action plan tracking and reporting for Independent Technology assessments, horizontal exams and audits across GTO teams.
• Assist executive leaders with activities related to Independent Technology Assessments and Horizontal exams, audits and issues.
• Document and maintain processes owned by the team.

Independent Technical Assessment Manager

• Develop, implement, and maintain pricing and risk models for a wide range of commodities derivatives.
• Work on pricing models for commodities products, with potential focus areas including power, gas, spread options, storage, structured products, and other non-standard commodity derivatives.
• Design and build scalable model pricing code and quantitative software platforms that support risk analytics and trading needs.
• Write high-quality production code in C++ and Python, and contribute to the ongoing modernization of the analytics infrastructure.
• Write comprehensive model documentation to support internal governance and regulatory requirements.
• Collaborate with model validation and risk control teams throughout the model approval lifecycle.
• Support day-to-day analytics needs and participate in the continuous improvement of the platform.

VP/Director, Quantitative Analyst – Commodities Quantitative Strategies and Data Group

• responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
• collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
• developing a book of business in order to meet and exceed established performance hurdles
• effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
• organizing and managing resources (time, people, budget) to run a productive practice
• seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• completing mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Merrill Advisor Development Program

• As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

Banker

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• Connecting clients to solutions that meet their financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Growing business knowledge and network by partnering with experts in small business, lending, and investments
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience
• Managing cash responsibilities

Relationship Banker, Maine Market

Data Scientist

• Maximize value for products
• Work with stakeholders to understand needs
• Ensure product delivery meets client expectations
• Define data domain-level strategies
• Establish consistent data flow design patterns
• Develop business cases for new products and features
• Lead governance routines and architectural vision

Data Product Manager – Strategy Lead

• Working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations
• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizing sourcing prospective clients, capitalizing on referrals
• Recommending investment products and services suitable for prospects based on their objectives
• Organizing and managing resources (time, people, budget) to run a productive practice
• Completing mandated training, assessments, performance goals and continuing education requirements

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
• Responds to customer inquiries and concerns, creating customized solutions
• Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)
• Quotes rates, terms and programs for banking solutions
• Manages risk in every business, product and service transaction leveraging available tools
• Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Senior Banker II

• Serve as the first point of contact for financial center clients
• Help uncover personal banking needs of both individual and small business clients
• Offer appropriate solutions and connect clients to specialists
• Deepen client relationships through platform services
• Support clients with self-service or transactional activities
• Provide exceptional client care
• Proactively connect with clients through outbound calls and conduct consistent follow-up routines