Jobs at Bank of America

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include educating clients on banking offerings, preparing accurate materials, fulfilling service requests, following bank policies, managing risk, strengthening client relationships, identifying referral opportunities, and supporting daily team operations. The role requires strong communication, adaptability, attention to detail, discretion, and proficiency with Microsoft Office and Salesforce.

Partner with Business Banking relationship managers to identify and close employee benefits sales (Defined Contribution, Defined Benefit, NQDC, Health Benefit Solutions) for accounts under $10M. Coordinate pipeline with RMs, sales teams and advisors; prepare sales materials, pricing, and proposals; manage client interactions through close. Provide guidance to junior staff. Requires deep retirement/benefits knowledge, strong sales skills, and required securities and insurance licenses.

Facilitates Scrum ceremonies and coaches multiple Agile teams and Release Trains. Manages dependencies, impediments, risks, metrics, delivery visibility, PI planning, release readiness, RAID management, compliance, and continuous improvement. Leads Solution Train coordination across ARTs, suppliers, and shared services while partnering with product, architecture, business, and technology leaders. Supports financial and resource planning, DevSecOps maturity, security readiness, and delivery performance in infrastructure, network, hosting, or cloud environments.

Manages discretionary investment portfolios for high-net-worth and ultra-high-net-worth clients. Responsibilities include developing customized investment strategies, asset allocation, portfolio construction, security and manager selection, trade execution, risk management, compliance, performance reviews, and proactive client communication. Partners with senior managers, supports client retention and business development, collaborates across investment teams, monitors market and economic trends, and mentors associates.

Develops and closes workplace benefits sales opportunities in the over-$10 million corporate market. Partners with relationship managers, advisors, and sales teams to manage pipelines, client engagement, pricing, proposals, and sales materials for defined contribution, defined benefit, and NQDC solutions. Leads client interactions through closing, provides guidance to junior staff, and applies retirement benefits expertise and sales strategy without formal supervisory responsibility.

Manages and expands high-net-worth client relationships by identifying opportunities across credit, investments, deposits, and other private banking products. Leads complex and structured credit opportunities, grows assets and revenue, mentors other Private Client Managers, and coordinates client-team activities as the client team’s operating lead. Builds internal, external, and center-of-influence partnerships, promotes digital capabilities, and delivers a high-quality client experience. The role requires securities licensing and SAFE Act registration for applicable mortgage activities.

Originates residential mortgage and HELOC loans while advising financial center clients on borrowing and banking products. Builds client relationships, analyzes financial and credit information, recommends tailored solutions, submits mortgage applications, gathers documentation, manages pipelines, conducts follow-up, and provides referrals. The role also supports client experience coaching, compliance, risk management, and sales performance. Korean or Vietnamese language proficiency is required.

Originates residential mortgage and HELOC loans while advising clients on banking, credit card, auto loan, and other financial products. Analyzes financial needs and credit data, recommends tailored solutions, manages mortgage applications and documentation, conducts outreach and follow-up, and builds client relationships. The role also supports referrals, regulatory compliance, pipeline management, and coaching financial center associates. SAFE Act registration and background screening are required.

Originates residential mortgage and HELOC loans while advising financial center clients on borrowing and banking products. Assesses financial needs, recommends tailored solutions, manages applications and documentation, maintains client communication, and conducts outreach and pipeline follow-up. Builds client relationships, makes referrals, supports issue resolution, and coaches financial center associates. The role requires SAFE Act registration, regulatory compliance, consultative sales, credit analysis, and flexibility for weekends or extended hours.

Originates residential mortgage and HELOC loans while recommending broader banking products, including auto loans and credit cards. Advises clients, analyzes financial and credit information, gathers documentation, submits applications, manages pipelines, follows up throughout the lending process, and develops client relationships. The role also provides guidance to financial-center associates, balances sales performance with operational risk, and complies with SAFE Act and applicable lending regulations.

Originates residential mortgage and HELOC loans while advising financial-center clients on borrowing and banking products. Assesses financial needs, recommends tailored solutions, submits applications, gathers documentation, manages pipelines, and maintains client communication through closing. Builds relationships, identifies referrals, supports sales goals, manages risk and regulatory compliance, and coaches financial-center associates. Requires mortgage-origination or equivalent consultative-sales experience, SAFE Act registration, client-service skills, financial analysis ability, and schedule flexibility.

Lead design and delivery of GenAI and BI data platform capabilities, driving data governance, metadata/lineage, pipeline engineering, tenant onboarding, platform adoption, and compliance across enterprise systems while mentoring engineers and partnering with stakeholders.

Provides personalized financial planning and investment guidance to clients, recommending banking, brokerage, and money-management solutions. The advisor triages client needs, refers clients to internal partners, develops relationships, identifies prospects, manages risks, and pursues new business. The role requires obtaining industry licenses, completing training, and maintaining SAFE Act registration where applicable. Work is primarily in-office, Monday through Friday with rotating Saturdays, totaling 40 hours per week.

Provides personalized financial and investment guidance to clients, develops financial plans, recommends banking and brokerage solutions, triages client requests, makes internal referrals, manages risk, and identifies prospective clients. The role requires maintaining securities licenses, completing training, meeting performance goals, building client relationships, and complying with regulatory requirements, including potential SAFE Act registration for mortgage lending activities.

Provide client service support to Financial Advisors, act as primary client contact, ensure timely accurate client materials, promote banking and investment offerings, support team activities, and uphold policies to manage risk and operational excellence.

Leads reliability and operational excellence for an enterprise Kubernetes container platform. Responsibilities include incident response, root cause analysis, L3 support, upgrades, observability, automation, capacity planning, performance tuning, security controls, compliance, resilience testing, and runbook development. The role partners with engineering, architecture, security, infrastructure, product, and operations teams while mentoring SRE resources and improving platform adoption, developer experience, and production reliability.

Provide client service support to Financial Advisors by handling client requests, preparing accurate client materials, promoting banking and investment offerings, ensuring compliance with policies, and supporting daily team operations to deepen client relationships and drive operational excellence.

Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for client needs. Ensures accurate materials, timely follow-up, policy compliance, risk management, and day-to-day team coverage. Builds and maintains client relationships by educating clients about banking and investment offerings, identifying referrals, and communicating solutions to advisors.

Provide comprehensive financial advice and tailored investment and banking solutions. Triage leads, refer clients to internal partners, build financial plans, recommend brokerage products, manage risk and regulatory requirements, and grow client relationships while meeting sales goals.

Processes and reconciles standard wealth management transactions, responds to client and internal inquiries, researches routine requests, identifies operational risks, and escalates complex issues. Provides general operational support including inbound call handling, mail sorting, and distribution while maintaining service quality, accuracy, organization, and productivity.