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The Credit Officer II provides expert advisory guidance in integrated debt capital solutions for commercial banking clients, managing credit exposure and collaborating with various teams on credit opportunities and risk assessments.

Lead enterprise AI high-level design and reference architecture across the SDLC. Define target operating environments, non-functional requirements, integration and governance patterns, and enable developer workflows. Collaborate with platform, security, data and delivery teams to ensure scalable, resilient, and auditable AI-enabled solutions and drive architecture adoption and standards.

Develop relationships with high-net-worth clients, identify financial goals, recommend suitable investment products, build a book of business through prospecting and referrals, document interactions in Salesforce, complete training and compliance requirements, and collaborate with Merrill/Bank of America specialists to grow client portfolios.

Provide client-facing financial advice and solutions after obtaining required securities licenses (SIE, Series 7, Series 66). Build and manage client relationships, collaborate with banking and investment partners, deliver client reviews and presentations, and comply with SAFE Act registration for mortgage originations. Participate in training and progress from Financial Solutions Advisor Stage I to Stage II.

Build and deliver enterprise Generative AI platform services, APIs, microservices, and reusable frameworks. Implement CI/CD, automated tests, model deployment, inference pipelines, observability, and scalable secure solutions while collaborating with architects, data scientists, and stakeholders.

Provide fiduciary tax technical expertise to Private Bank teams: prepare and review complex federal and state fiduciary income tax returns, resolve tax issues, advise on transaction treatment, ensure compliance with laws and bank policies, and deliver tax/system trainings.

The RCDD Cable Design Engineer is responsible for designing and engineering structured cabling systems. This includes project management, quality assurance, and ensuring compliance with industry standards.

As a Merrill Financial Solutions Advisor, advise clients on financial goals, manage relationships, ensure compliance with regulations, and utilize financial tools to facilitate personal investment.

Responsible for resolving research and adjustment inquiries, investigating differences, managing service requests, and ensuring accuracy in accounting entries.

Responsible for expanding client relationships, advising on financial needs, and managing complex credit opportunities for high-net-worth clients.