Jobs at Bank of America

Provides personalized financial guidance by assessing client goals, recommending banking and investment strategies, building financial plans, managing referrals, and identifying prospective clients. The role requires client relationship development, risk mitigation, licensing and training completion, and compliance with SAFE Act registration requirements for potential mortgage loan origination.

Manages complex treasury client implementations from inception through completion, serving as the primary client interface and coordinating cash management, payments, card, merchant, and deposit solutions. Partners with sales and product teams, develops data-driven client recommendations, identifies cross-sell opportunities, resolves escalations, manages project plans and stakeholders, and ensures successful implementation and handoff to client services.

Supports Treasury Sales Officers in managing and growing domestic and international client portfolios. Responsibilities include client research, sales pipeline and profitability analysis, pricing support, proposal and pitchbook preparation, KYC onboarding coordination, client implementation, relationship deepening, and revenue tracking. Partners with product specialists, AML, onboarding, and service teams to develop customized treasury solutions, support client meetings, resolve escalated service issues, and identify new business opportunities.

Manages treasury revenue, product penetration, and client relationships across a commercial banking portfolio. Develops customized treasury solutions, leads client presentations, pricing and negotiations, responds to RFPs, drives digital payment adoption, and partners with bankers and product specialists to improve growth and profitability. Coaches Treasury Analysts and supports servicing and implementation teams while managing risk and client satisfaction.

Oversee digital payments metrics and controls across bill payments and transfers. Develop risk indicators, monitor control effectiveness, identify emerging issues, lead root cause investigations, and coordinate remediation through resolution. Partner with product, technology, operations, risk, compliance, legal, and other stakeholders to implement monitoring frameworks, improve processes, and mitigate risks. Analyze data, communicate findings, and influence corrective action across the organization.

Provides client service and operational support to multiple Financial Advisors and their wealth management clients. Responsibilities include responding to service needs, preparing accurate client materials, following policies, supporting daily team activities, maintaining client relationships, educating clients on banking offerings, identifying referrals, and communicating client needs to advisors. The role requires strong communication, organization, discretion, adaptability, and client focus.

Provides inbound contact-center support for clients with fraud-related requests through calls, chats, and emails. Responsibilities include identifying needs, recommending solutions, maintaining accounts, accurately recording information, escalating risk issues, explaining resolutions, and complying with banking regulations and controls. The role requires multitasking across systems, adapting to frequent updates, handling difficult client situations, and delivering accurate, relationship-focused service during scheduled evening and weekend shifts.

Serves as the primary interface for complex treasury clients, leading integrated cash management and payment solution implementations. Coordinates stakeholders, manages project plans, resolves escalations, identifies cross-sell opportunities, develops data-driven client insights, and ensures successful delivery and post-implementation handoff. The role requires treasury sales experience, financial and product expertise, strong communication, project leadership, risk awareness, and the ability to manage multiple client activities.

Leads operational governance for Bill Payments and Transfers, overseeing controls, monitoring, audit engagement, issue management, risk mitigation, and improvement initiatives. Partners with Product, Technology, Operations, Risk, Compliance, Legal, and Audit teams to manage governance frameworks, action plans, metrics, and portfolio-level priorities. Develops strategies, business cases, executive narratives, and cross-functional programs while driving results without direct authority.

Manages complex treasury client implementations as the primary client interface, coordinating cash management, payment, card, merchant, and deposit solutions. Leads cross-functional projects, advises on sales opportunities, develops data-driven client insights, identifies cross-sell opportunities, resolves escalations, manages risk, and ensures successful delivery through post-implementation handoff.

Provides bilingual Spanish-English support for fraud-related client requests through inbound calls, chats, and emails. Resolves account issues, records interaction data, performs account maintenance, recommends solutions, escalates risk-related cases, and ensures regulatory and procedural compliance. The role requires accurate multitasking across systems, strong communication, problem-solving, adaptability, reliable attendance, and availability for second-shift, weekend, or holiday schedules.

Develops and services wealth management clients, supports Financial Advisor teams, and helps align portfolios, risk profiles, and investment strategies with client goals. Responsibilities include portfolio analysis, performance reporting, investment product support, marketing campaigns, client relationship development, asset gathering, and coordination with internal specialists. The trainee role requires obtaining securities licenses, approved designations, and SAFE Act registration.

Provides personalized financial advice and investment solutions to clients, builds financial plans, recommends brokerage and banking products, manages referrals, develops new client relationships, and supports risk and regulatory compliance. The role requires Series 7 and Series 66 licenses, or Series 63/65 with completion of the missing license within 60 days, plus SAFE Act registration. Work is primarily in-office, Monday through Friday with rotating Saturdays.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include responding to service needs, preparing accurate client materials, supporting policy compliance and risk management, strengthening client relationships, promoting banking offerings, and assisting with daily team operations. The role requires strong communication, organization, judgment, adaptability, and client focus, with preferred FINRA securities licenses and proficiency in Microsoft Office and Salesforce.

Supports enterprise regulatory engagement by coordinating examinations, inquiries, supervision meetings, regulatory responses, documentation, evidence delivery, activity tracking, reporting, and escalations. Partners with regulatory relations and control-function stakeholders to execute standards, manage logistics, identify risks and emerging issues, and maintain quality records. Requires strong project management, communication, analytical, organizational, and stakeholder-management skills, along with proficiency in Microsoft Office, SharePoint, Webex, and Teams.

Manages corporate credit relationships and portfolios for Technology, Media, Telecom, and Gaming clients. Responsibilities include underwriting, financial analysis, loan structuring, credit approvals, risk monitoring, documentation negotiation, portfolio management, and regulatory compliance. Partners with relationship managers, product teams, legal, and risk functions to originate and manage credit facilities, exercise delegated approval authority, support revenue growth, and maintain asset quality. Also mentors junior teammates and may oversee a team.

Supports Financial Advisor teams by developing and servicing client relationships, deepening existing accounts, coordinating client onboarding, resolving escalations, and assisting with investment strategy and account performance meetings. The role executes client service models, identifies referrals, coordinates internal specialists, develops portfolio analyses and proposals, and provides marketing and organizational support. Trainees obtain required securities licenses and approved designations before advancing to the Specialist role.

Performs tax operations quality assurance, payment and ledger reconciliations, regulatory reporting, exception research, and issue resolution. Reviews withholding payments and manual processing for accuracy, completeness, and timeliness; escalates risks; completes attestations; supports process improvements; and collaborates with Tax Operations and internal business partners. Overtime is required during tax season.

Leads AML business control projects, including CDD process simplification, regulatory remediation, control testing, quality assurance, and procedural governance. Partners with AML Operations, Financial Crimes, Risk, Technology, and other stakeholders to assess gaps, implement regulatory changes, improve processes, manage inspection responses, and provide executive-level reporting. Oversees quality review teams, ensures accurate metrics, and drives operational excellence and adherence to enterprise standards.

Leads second-line compliance and operational risk coverage for Bank of America’s US Global Corporate and Investment Banking business. Oversees risk and control assessments, regulatory compliance, issue escalation and remediation, risk metrics, reporting, regulatory change monitoring, and coverage-plan execution. Builds relationships with senior banking leaders and regulators while managing risk teams, governance, processes, and talent.