Teams at Bank of America

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.