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Processes and reconciles moderately complex 401(k) transactions, asset movements, settlements, trades, and transfers. Resolves exceptions and escalations, responds to client and partner inquiries, identifies operational risks and process improvements, and supports quality service. The role also involves beneficiary review functions, document analysis, communication with beneficiaries and plan sponsors, and mentoring less experienced team members.

Supports Financial Advisors and clients by providing accurate, timely service, explaining banking and investment offerings, maintaining client relationships, completing client materials, fulfilling requests, and following bank policies. Helps identify business development opportunities, communicates client needs to advisors, manages sensitive information, and supports daily team operations. The role requires strong communication, organization, adaptability, client focus, and the ability to learn financial products and technology platforms.

Manages business support and administrative functions, including budgeting, financial analysis, workflow optimization, compliance, communications, meetings, events, employee engagement, and process improvement. Coordinates leadership priorities, resolves operational and personnel issues, supports stakeholders, and ensures accurate, timely execution across complex banking organizations.

Provides personalized financial advice and investment solutions to clients, builds financial plans, recommends brokerage and banking products, manages referrals, develops client relationships, and identifies new business opportunities. The role requires investment and financial-services experience, Series 7 and Series 66 licenses, regulatory compliance, risk management, and completion of required training. Work includes weekday and rotating Saturday schedules in an in-office financial-center environment.

Provides personalized financial advice and investment solutions to clients, including financial planning, brokerage products, banking strategies, and referrals to internal partners. Builds client relationships, identifies new opportunities, manages risk, and supports sales goals. The role requires securities licensing, regulatory compliance, client communication, and ongoing financial product training. It may also involve residential mortgage loan origination subject to SAFE Act registration.

Analyzes sanctions alerts and creates business rules to reduce false positives. Manages data quality, governance, controls, incidents, and remediation; supports application and client onboarding through data mapping and transformation. Queries large datasets, produces reports, performs trend and impact analysis, and partners with business and technology teams on requirements, testing, automation, and regulatory compliance.

Supports commercial banking clients and prospects through financial analysis, industry and market research, pitchbooks, relationship reviews, transaction coordination, and portfolio optimization. Interprets corporate financial statements and cash flows, prepares client presentations, supports credit approval and treasury processes, and collaborates with relationship managers, product specialists, and deal teams to develop financial solutions and strengthen client relationships.

Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for wealth management clients. Responsibilities include fulfilling client and advisor requests, preparing accurate materials, explaining banking offerings, maintaining relationships, identifying business opportunities, supporting risk and compliance procedures, and assisting with daily team operations. The role requires strong communication, organization, client focus, adaptability, and proficiency with Microsoft Office and Salesforce.

Conducts AML and KYC compliance analysis, research, investigations, quality assurance testing, and control reviews. Identifies financial crime and operational risks, interprets information from multiple sources, supports risk-related projects, escalates issues, and implements process improvements. The role also provides operational support to internal and external partners and requires bilingual Spanish communication, customer service experience, analytical judgment, and flexibility to work assigned hours and overtime.

Owns the prioritized backlog and day-to-day delivery for an Agile scrum team supporting Bank of America’s enterprise Document AI program. Translates business objectives into user stories and acceptance criteria, prioritizes scope, accepts completed work, manages stakeholders, removes ambiguity, and supports scalable AI capability adoption while ensuring quality, regulatory alignment, and delivery commitments.