Teams at Bank of America

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, build financial plans, recommend brokerage products, make referrals to internal partners, identify new clients, and ensure regulatory compliance including SAFE Act registration when applicable.

Acquires and retains high-net-worth clients, deepens relationships, and leads client teams in delivering integrated private banking solutions. Advises clients on wealth structuring, credit, banking, and asset management while developing internal and external referral networks. Drives business development, client engagement, negotiations, and adoption of digital capabilities. The role may originate residential mortgages and requires applicable SAFE Act registration and securities licenses.

Manage a portfolio of middle-market clients to retain and grow treasury revenue, deepen product penetration, coordinate RFPs and fulfillment, deliver integrated cash management solutions, produce data-driven client insights, handle pricing/billing, and resolve escalations while partnering with internal teams to drive profitability.