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Manages complex distressed commercial credit relationships from assessment through resolution. Develops recovery strategies, evaluates borrowers and collateral, leads restructurings and negotiations, oversees legal recovery actions, presents recommendations to senior leadership, monitors portfolio risk, supports forecasting and reserves, and mentors junior staff. The role requires deep commercial lending, credit analysis, financial valuation, negotiation, documentation, and risk management expertise.

Provides personalized financial planning and investment advice to clients, recommending brokerage, banking, and managed money solutions. Responsibilities include assessing financial goals, building plans, referring clients to internal partners, managing leads, identifying new business, controlling risk, and maintaining regulatory compliance. The role requires securities licensing, client relationship skills, financial services or sales experience, and completion of required training.

Provides personalized financial advice and investment solutions to clients, including financial planning, brokerage product recommendations, banking strategies, referrals, and client relationship development. Identifies new client opportunities, manages financial goals, mitigates risk, and collaborates with referral partners. Requires securities licensing, investment and financial-services experience, regulatory diligence, and completion of required training.

Supports enterprise capital risk management through independent review and challenge of capital calculations, market risk capital rules, stress testing, forecasting, controls, and regulatory compliance. Assesses trading exposures and risk-weighted assets, evaluates new products, identifies capital risks and mitigants, documents risk reviews, communicates findings to senior management, and provides capital stress-testing expertise across business and risk teams.

Originates residential mortgages and HELOCs while recommending broader banking products. Builds client relationships, assesses financial needs, presents lending solutions, manages applications and documentation, maintains client communication, conducts outreach, and provides referrals. Partners with financial center leaders to support client experience and coach associates. Requires mortgage origination or equivalent consultative sales experience, credit analysis skills, regulatory compliance, and SAFE Act registration.

Drives new commercial banking client acquisition for companies generating $50 million to $2 billion in revenue. Sources and closes relationships, builds prospect pipelines, develops executive and referral networks, evaluates financial conditions, and coordinates banking, credit, treasury, capital markets, and wealth management solutions. The role requires strong commercial finance expertise, sales performance, networking, and business development capabilities, with newly acquired clients transitioned to relationship managers.

Acquires and retains high-net-worth clients, deepens relationships, and leads client management processes for Bank of America’s Private Bank. Provides holistic recommendations spanning wealth structuring, credit, banking, and asset management. Sources new business, advocates for clients, coordinates internal specialists, builds referral networks, and delivers a high-touch client experience. The role may include residential mortgage loan origination and requires SAFE Act registration, along with applicable securities licenses.

Provides personalized financial advice and investment solutions to clients, including financial planning, brokerage product recommendations, banking strategies, referrals, and client relationship management. The role develops new client opportunities, supports referral partners, manages risk, completes required licensing and training, and works toward financial and sales goals in a branch-based environment.

Leads teams validating U.S. and international tax documentation, ensuring regulatory compliance, resolving complex reconciliations and escalations, and improving operational efficiency. Coordinates globally across tax, technology, and operations teams to implement tax initiatives and regulatory changes. Manages budgets, reporting, talent planning, performance, risk controls, and process improvements while supporting high-risk functions and major corporate relationships.

Provides personalized financial advice and investment solutions to clients, including financial planning, brokerage recommendations, banking strategies, referrals, and client relationship development. The role requires managing leads, identifying opportunities, mitigating risk, meeting regulatory requirements, and collaborating with internal partners. Series 7 and Series 66 licenses, investment industry experience, and financial services or sales experience are required.