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Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for client needs. Responsibilities include preparing accurate materials, following up on requests, explaining banking offerings, maintaining client relationships, supporting policy compliance and risk management, and promoting banking integration. The role requires strong communication, organization, adaptability, client focus, and proficiency with Microsoft Office and Salesforce.

Originates residential mortgage loans for low- to moderate-income and first-time homebuyers. Builds referral relationships with financial centers, realtors, and community partners; guides clients through application to closing; provides lending solutions and homebuyer education workshops; meets production goals; and ensures compliance with mortgage lending regulations and SAFE Act registration requirements.

Analyzes operational issues, researches resolutions, develops procedures, and performs complex analytics and exception testing. Leads implementation of products and services, monitors operational changes, identifies trends, produces performance reports, and supports continuous process improvement. The role also requires wire transfer processing knowledge, regulatory compliance awareness, process mapping, change management, and effective communication with business partners.

Manages independent credit risk oversight and decisioning for complex criticized and distressed commercial exposures. Evaluates credit requests, risk ratings, reserves, collateral, repayment capacity, restructuring strategies, and asset quality impacts. Partners with workout teams, executives, Finance, and risk stakeholders on forecasting, reporting, governance, regulatory interpretations, audits, and Shared National Credit Reviews. Enhances problem-loan policies, provides regulatory training, and communicates credit decisions and portfolio changes to senior management.

Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include responding to service requests, preparing accurate client materials, promoting banking and investment offerings, maintaining client relationships, following policies and risk controls, and supporting daily team activities. The role requires strong communication, organization, judgment, technology adaptability, and a client-focused mindset.

Develop and deliver complex mobile software requirements using Flutter and Dart. Design application architecture and interfaces, write unit and automated tests, support CI/CD practices, automate releases, perform proofs of concept, refine stories, estimate work, and mentor engineers. The role supports scalable point-of-sale and payment technology within Bank of America’s Enterprise Payments Technology organization.

Provides client service and operational support to Financial Advisors and wealth management clients. Responsibilities include educating clients on banking offerings, managing requests and materials, maintaining accurate and compliant practices, identifying relationship-building opportunities, and supporting daily team activities. The role requires strong communication, organization, judgment, adaptability, and client focus, with preferred knowledge of investment products and FINRA securities licenses.

Responsible for closing complex syndicated credit facilities where Bank of America serves as administrative agent. Reviews loan agreements, amendments, waivers, and consents; manages closing issues; coordinates internal and external stakeholders; maintains deal and contract databases; and assesses legal, business, reputation, and operational risks. Requires syndicated lending operations expertise, strong communication, negotiation, organization, critical thinking, and client management skills.

Provides technical fiduciary tax expertise to Private Bank client teams. Reviews and prepares complex federal and state fiduciary income tax returns, researches tax issues, advises on transaction treatment, ensures compliance with tax laws and bank policies, and delivers tax training and technical support to associates and client teams.

Manages and expands high-net-worth client relationships by identifying new business opportunities across credit, investments, and deposits. Leads complex credit opportunities, grows balances and revenue, coordinates client-team activities, promotes digital capabilities, and builds internal, external, and referral-partner relationships. The role also mentors other Private Client Managers and may originate residential mortgage loans, requiring SAFE Act registration.