Bank of America

Banker

• Engaging clients in the lobby to educate and assist with conducting transactions
• Processing cash transactions for clients
• Having conversations with clients to understand their financial goals and connect them to solutions
• Following established processes and guidelines

Relationship Banker

Financial Planning and Analysis

• 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
• Develop a book of business in order to meet and exceed established performance hurdles
• Effectively prioritize 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
• Recommend investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balance investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both day-to-day and longer-term planning
• Organize and manage resources (time, people, budget) to run a productive practice
• Seek the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Complete mandated training, assessments, performance goals and continuing education requirements

Financial Advisor – Central Shoreline Market

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• 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 and connecting clients to solutions that meet the financial goals.

• 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 – Desert Mountain Market

• Handle inbound inquiries from leads regarding Merrill offerings
• Position the extensive capabilities of Merrill and Bank of America
• Collect the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
• Serve 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
• Document all client interactions and opportunities within Salesforce accurately

Financial Advisor

Advisor

• Providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings
• Acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions
• Effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise

Business Solutions Advisor

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 as needed
• Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform
• Partners with Business and Technology functions to drive the development of business and functional requirements documents

Senior Data Analyst – Securities Reference Data

Database Administrator

• Provides subject matter expertise and consulting services on a range of technologies and assists Technical Analysts and Infrastructure Engineers to ensure that technology solutions comply with enterprise system design and engineering standards
• Assists with translating business requirements into technical definitions, reference models, blueprints, and playbooks for deployment in compliance with architecture standards and policies
• Assists in the evaluation of reference models, blueprints and playbooks to ensure they are fit for purpose
• Develops software solutions to address manual and repeatable work or inefficient processes
• Conducts on-site evaluations of third-party products being considered for firm adoption
• Promotes an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
• Contributes to the creation/selection of functional and non-functional product evaluation requirements within and across domains

Production Database Administrator – Global Banking, Payments

Solutions Engineer

• executing second line of defense compliance and operational risk oversight
• ensuring requirements of the Global Compliance Enterprise Policy are implemented
• identifying, challenging, escalating, and mitigating risks in a timely manner

Compliance and Operational Risk Manager – Investment Solutions Group

Associate

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Registered Wealth Management Client Associate

Architect

• Define an architectural vision and solution that supports the strategic outcomes of the Business' Products and Services
• Define the target operating environment, design for client resiliency, assist with solution design, and define non-functional requirements
• Work with stakeholders and service providers aligned to the Business' strategic objectives
• Evaluate the impact of strategic design decisions and contribute to the architecture roadmap
• Work across the business, operations and technology to create the solution intent and architectural vision for complex solutions
• Prioritize functional and non-functional requirements into a technology backlog to enable the technology roadmap
• Create the architecture roadmap of defined domains in support of the product roadmap
• Clarify the architecture, support system design, and provide solution options to resolve architectural impediments
• Facilitate solution driven discussions and lead the design of complex architectures

Senior Architect

Product Manager

• Product expert for AI infrastructure capabilities including both on premise and Cloud offerings
• Define the vision and roadmap for the AI Infrastructure based on customer requirements, industry trends, regulations, and the strategic direction for the business or technology domain.
• Drive product selection, RFx, etc.
• Ensure alignment across AI Infrastructure roadmaps to achieve portfolio objectives and support the financials and budget
• Articulate roadmaps and features to Global Technology stakeholders and partners including CIO, Architecture & Engineering, Production Support and Information Security
• Define and prioritize features/epics in the program book of work
• Represent product(s) within AI Infrastructure to control partners, e.g., Finance, Audit/Risk, Lines of Business
• Continuously oversee product inventory, performance, lifecycle and risk to ensure product health

Artificial Intelligence Infrastructure Product Manager

General

• Working with Portfolio Manager(s) to establish and execute a risk-based coverage plan for a specific portfolio or set of portfolios
• Leading examinations as an Examiner-in-Charge or Assistant Examiner-in-Charge
• Executing transaction reviews, secondary reviews of transactional testing completed by others, and issues management
• Managing field work capacity for exams to ensure accurate and timely execution of Credit Review examinations
• Coaching, mentoring, and reviewing the work product of new or junior team members
• Preparing quarterly Business Assessment Reports and Coverage Plans
• Maintaining awareness of current economic trends and its impact on credit portfolios

Senior Credit Review Portfolio Specialist

Human Resources

• Executing second line of defense compliance and operational risk oversight
• Ensuring requirements of the Global Compliance Enterprise Policy are implemented
• Identifying, challenging, escalating, and mitigating risks in a timely manner
• Engaging with senior technology leaders to ensure risk is managed effectively
• Reviewing and challenging the governance, design, implementation, and operation of AI-enabled technology solutions
• Driving a culture of proactive risk management across the Global Technology organization

Employee Experience Technology Compliance and Operational Risk Officer

• Engaging clients in the lobby to educate and assist with transactions
• Processing cash transactions accurately and efficiently
• Having deep conversations with clients to understand financial priorities
• Connecting clients to solutions that meet their financial goals