Jobs at Bank of America

Provides personalized mortgage and banking guidance to financial center clients. Builds and deepens relationships, analyzes financial needs, recommends lending solutions, submits mortgage applications, gathers documentation, manages pipelines, follows up with clients, and makes referrals. The role also coaches financial center associates, balances sales performance with operational risk, and complies with SAFE Act and lending regulations.

Provides personalized mortgage and banking guidance to financial center clients. Builds and deepens relationships, assesses financial needs, recommends lending solutions, originates mortgage applications, gathers documentation, manages pipelines, and supports clients throughout the loan process. Conducts outreach, follows up on opportunities, makes referrals, manages risk and compliance requirements, and coaches financial center associates on client experience. Requires mortgage origination or equivalent consultative sales experience and SAFE Act registration.

Provides advanced confidential administrative support to 6–8 employees and executives. Responsibilities include calendar and deadline management, travel and expense processing, meeting coordination, correspondence, phone coverage, onboarding, employee events, organizational updates, and handling sensitive information. The role requires strong prioritization, communication, judgment, organization, and proficiency with Microsoft Office, AI tools, and banking systems.

Manage and grow treasury revenue for a portfolio of large corporate clients by developing customized cash management, payments, trade, FX and card solutions. Drive client acquisition and expansion, lead pricing and negotiations, support client planning and portfolio development, foster digital adoption, and partner with bankers and product specialists to deliver profitable, client-focused treasury strategies.

Provides client service and business development support to multiple Financial Advisors while completing securities licensing and Advisor Development Program milestones. Responsibilities include managing client requests, maintaining accurate materials, supporting banking and investment solutions, identifying referrals, deepening relationships, following policies, and assisting with prospecting and business growth. Successful participants progress to Financial Advisor trainee and ultimately Financial Advisor roles.

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.

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.

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.

Provides client service and operational support to multiple Financial Advisors, serving as a primary client contact. Responsibilities include fulfilling client and advisor requests, preparing accurate materials, explaining banking offerings, maintaining relationships, identifying referrals, supporting compliance and risk management, and assisting with daily team activities. The role requires strong communication, organization, adaptability, discretion, and client focus.

Acquires and retains high-net-worth private banking clients, develops business, and leads client teams in delivering integrated wealth, credit, banking, and asset management solutions. Builds internal and external referral networks, identifies client needs, drives engagement, and advocates for holistic financial strategies. The role requires significant private banking or complex financial services experience, securities licenses, strong sales and negotiation abilities, and possible SAFE Act mortgage-loan registration.

Leads the design and execution of Global Payment Operations quality control and testing strategies. Establishes governance, methodologies, inventories, reporting, and operating models; identifies control weaknesses and drives remediation and continuous improvement. Partners with business units, Risk, Audit, regulators, and Enterprise Independent Testing while supporting regulatory exams, monitoring, issue management, and team performance.

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.

Provides confidential administrative support to multiple executives, including calendar management, travel and expense processing, meeting coordination, correspondence, reporting, phone coverage, and meeting documentation. The role requires prioritizing competing objectives, handling sensitive information, communicating with senior leaders, resolving scheduling and administrative issues, and supporting Global Payment Operations.

Leads strategic and administrative support for the COO of Global Treasury and Merchant Operations. Manages procedures governance, executive communications, leadership meetings, budgets, process improvement, data-driven decisions, risk escalation, and organizational effectiveness initiatives. Coordinates cross-functional stakeholders, supports geographically dispersed teams, resolves workflow and operational issues, and promotes inclusive workplace programs while ensuring compliance and timely execution.

Owns territory growth for investment advisory assets by partnering with Financial Advisors and market leadership. Responsibilities include identifying growth opportunities, converting brokerage assets to advisory relationships, acquiring new assets, expanding wallet share, coaching advisors, leading pipeline reviews, supporting client meetings and events, and tracking performance. Requires strong investment knowledge, consultative sales ability, relationship-building skills, CRM and reporting platform proficiency, regular territory travel, and securities licenses.

Provides comprehensive financial guidance, develops and manages client relationships, identifies needs, recommends banking and investment solutions, and conducts client reviews. The role includes structured training and required licensing through the SIE, Series 7, and Series 66 exams, followed by work in a financial center supporting banking, investment, and referral activities.

Owns territory growth for investment advisory assets by partnering with Financial Advisors and market leadership. Identifies opportunities, drives brokerage-to-advisory conversions, acquires new assets, expands wallet share, and improves retention. Coaches advisors on advisory positioning, supports client and prospect meetings, leads pipeline reviews, contributes to recruiting and events, and tracks performance using data. Requires strong investment knowledge, consultative sales ability, communication skills, CRM proficiency, and securities licenses or the ability to obtain them.

Develop and manage a high-net-worth client base by prospecting, building relationships, assessing financial objectives, recommending suitable investment products, and servicing accounts. The role includes documenting interactions in Salesforce, completing KYC and compliance requirements, collaborating with specialists, meeting performance goals, and participating in training and continuing education. Compensation includes an annual salary and performance-based incentives.

Develops and manages a high-net-worth client book by prospecting, assessing financial needs, recommending suitable investment products, servicing accounts, and building trusted relationships. The role includes client profiling, portfolio and wealth planning, referrals, business development, compliance documentation, Salesforce recordkeeping, mandated training, and collaboration with Merrill specialists. Compensation is substantially performance-based, with candidates expected to meet business growth goals and maintain required securities licenses.

Develops and manages relationships with high-net-worth clients and prospects. Responsibilities include prospecting, identifying financial needs, collecting client profile information, recommending suitable investment products, servicing accounts, building a book of business, documenting interactions in Salesforce, and meeting performance goals. The role includes training, mentorship, regulatory compliance, client presentations, referrals to specialists, and comprehensive wealth-planning support.