Business Banking Relationship Manager jobs in United States, Arizona, Scottsdale

Job Description:

**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**

This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.

Responsibilities:

• Manages client traffic, engaging and appropriately routing clients, and fosters client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Can interpret performance results, find opportunities to drive success and hold others accountable to results
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance​

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions
• Experience in mortgage, retail and/or hospitality
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded
• Bilingual skills

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

Job Description:

**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance​

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

Skills:

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Essential Responsibilities:

• Recognized as a security expert, independently resolving the most complex security challenges and providing strategic direction on problem resolution across the security domain.
• Define methods and procedures for new or special assignments, collaborating with cross-functional teams to drive security initiatives that align with business needs and objectives.
• Lead complex, high-impact security projects of diverse scope, applying an in-depth understanding of business trends and security challenges to develop innovative solutions.
• Possess a keen awareness of the broader impact of decisions, with initiatives often leading to enterprise-wide improvements that enhance security practices and operational efficiency.
• Lead a security engineering team; set clear priorities and define actionable plans, ensuring alignment with organizational goals.
• Guide team members through complex challenges, fostering their growth and development while maintaining a focus on high-impact results.

Expected Qualifications:

• 8+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.
• Experience leading others

Key Responsibilities

• Lead PayPal’s Data Protection Strategy across GCP, aligning policies, standards, and controls with global security, privacy, and compliance goals.
• Design and deliver protection solutions at scale data delivering protection solutions across cloud, on-prem, and SaaS ecosystems using industry-leading technologies for data discovery, classification, encryption, and policy enforcement, integrating DLP and governance tools to ensure consistent protection across platforms.
• Drive data discovery, tagging, and classification initiatives to ensure consistent sensitivity labeling and access enforcement.
• Establish and enhance data protection processes and governance frameworks , including policy lifecycle management, exception handling, and continuous control improvement.
• Promote data minimization through profiling, reduction, and anonymization of sensitive datasets.
• Partner cross-functionally with Privacy, Legal, Compliance, and Engineering to embed protection-by-design principles in PayPal products and platforms.
• Lead and mentor a team of cloud security and data protection professionals, fostering collaboration, accountability, and innovation.
• Drive process standardization and automation for data protection operations, from classification workflows to incident response, remediation, and audit readiness.
• Measure and report effectiveness of data protection controls and programs through KPIs, maturity assessments, and continuous improvement cycles.
• Collaborate with engineering and operations teams to embed data protection requirements into CI/CD pipelines, service delivery models, and platform change processes.

Qualifications

• 8+ years of experience in Information Security, including 5+ years in Cloud or Data Protection.
• Deep, hands-on experience with security tools , including a variety of DLP tools, Data-at-Rest scanning, data tagging, and Data Catalog .
• Proven track record of implementing data protection or DLP at enterprise scale.
• Experience with DevSecOps andInfrastructure-as-Code(Terraform, GitHub Actions).
• Strong leadership, communication, and stakeholder management skills.

Additional Skills

• Strategic thinker with a hands-on technical mindset.
• Strong leadership and communication skills for cross-functional alignment.
• Demonstrated ability to deliver complex initiatives in a fast-paced, global environment.
• Experience implementing
  Data Protection as a Service

Our Benefits:

Any general requests for consideration of your skills, please

Essential Responsibilities:

• Scope: The project & program responsibilities are focused on the delivery of a product or computer-based system from design to release for customers.
• Lead cross-functional project teams to deliver engineering operational projects on time and within budget.
• Develop and manage project plans, including scope, schedule, resource allocation, and procurement activities.
• Identify and mitigate project risks and issues.
• Communicate project status to stakeholders and senior management.
• Ensure compliance with engineering standards and regulatory requirements.
• Manage project budgets and financials.
• Foster a collaborative and high-performance team environment.

Minimum Qualifications:

• Minimum of 5 years of relevant work experience and a Bachelor's degree or equivalent experience.
• Proficiency in project management software tools.

Our Benefits:

Any general requests for consideration of your skills, please

Job Description:

Job Duties: Develop a product roadmap for 3-5 Product Portfolios and work with cross-functional teams (Accounting, Accounting Policy Group, Program managers, product, development/FADS, analytics, and UX) to execute the roadmap. Design and direct mitigation strategies impacting product launch timelines. Utilize experience with product management, product road map creation, requirement gathering, defining product vision, execution of road map, execution of product strategy, and carrying out product launches. Establish an effective communication plan between team leads to maintain alignment with the project roadmap and timeline of deliverables. Assign individual and team daily work schedules, reviewing and modifying as needed to ensure compliance with technology budget and personnel requirements. Guide a highly collaborative, cross-functional team to ensure the accurate and efficient collection and analysis of accounting and product requirements. Serve as a liaison between GCP, External banks, Treasury, ARP, Accounting, Disputes, Accounting policy, Risk, Operational reporting, regulatory reporting, AFI BA, Recon, ECC, and Corrections team to gather requirements and assess impact. Manage discussions within BRDs (Business Requirement Documents) that document Product Descriptions, Reconciliation approaches, bank accounts, and GL (if needed). Communicate BRD results with all the impacted teams and ensure that teams are equipped with all inputs to design the right products. Direct data testing sequences when planning a product BRD to align with upstream partner teams. Execute user acceptance tests on accounting-based software. Apply accounting experience with T-accounts, cash settlement, and SAP FPSL (Financial Product Sub-ledger)/SAP ECC/SAP MMT Fiori. Partial telecommuting permitted from within a commutable distance.

Minimum Requirements: Master’s degree, or foreign equivalent, in Computer Science, Engineering, Information Systems, or a closely related field plus three years of experience in the job offered or a related occupation.

Special Skill Requirements:

1. 3 years of experience with JIRA to understand the software development life cycle of a product and to define requirement for BRD.

2. 3 years of experience writing and executing SQL queries for data extraction, analysis and derive results based on that analysis.

3. 3 years of experience in business analysis, competitor analysis, and requirement encapsulation.

4. 2 Years of experience working in Payments processing for software product build.

5. 2 Years of experience working in Agile Methodology to design and build Software products in iterative approach.

6. 2 years of experience with process designing tools like Figma or MS Visio to capture the process flow and business cases for software product build.

7. 2 years of experience in creating the page template on confluence so that documents can have a combination of free text field, table structure, and be able to capture multiple options.

8. 2 years of experience working with cross functional teams to conduct user acceptance test and facilitate sign off.

Preferred Qualification:

Must be legally authorized to work in the U.S. without sponsorship.

Our Benefits:

Any general requests for consideration of your skills, please

Elevate your career by joining our Tax Operations Team as a Vice President, where you'll support FATCA and CRS reporting requirements for USPB and Alt Funds. This is a unique opportunity to enhance your expertise and strategic vision within a dynamic leadership environment. You'll play a pivotal role in shaping our direction and driving impactful results. Lead with us and make a significant contribution to our success.

As a Wealth Management Trusts & Estates Tax Operations, Vice President within the Trusts & Estates and Tax Operations team within Wealth Management (WM), you will be crucial in supporting the US Private Bank by ensuring the timely and accurate completion of CRS and FATCA reporting. You will lead the CRS Indicia Cure Process, enhance tax compliance procedures, and collaborate with cross-functional teams to ensure effective execution of regulatory reporting obligations. Additionally, you will monitor regulatory changes, manage reporting and documentation, provide oversight of third-party tax services vendors, and drive continuous improvement initiatives to streamline processes and enhance tax compliance operations.

Job responsibilities

• Manage CRS Tax Profile Process: Oversee the creation, maintenance, and validation of CRS Tax Profiles, ensuring compliance with Common Reporting Standards (CRS) and FATCA regulations
• Coordinate AML/KYC Reviews: Lead the annual Self-certification review against AML/KYC process for pre-existing and current clients, ensuring accurate and updated client information is maintained and develop and implement strategies to improve tax reporting processes and enhance operational efficiency
• Analyze data for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments
• Oversee CRS/FATCA Self-Certification Management: Manage the reception, upload, and storage of Subscriber Tax Information Forms (STIFs) and Fund Investor Logs (FILs), coordinating with PWC and internal teams to ensure timely processing
• Lead CRS Indicia Cure Process: Direct the CRS Indicia Cure process, including the management of CRS Indicia tickets, ensuring timely resolution and compliance with regulatory requirements
• Enhance Tax Compliance Procedures: Identify opportunities for process improvements and lead transformation projects to enhance tax compliance procedures, including the implementation of new systems and workflows
• Collaborate with Cross-Functional Teams: Work closely with Client Services, Tax Compliance, and Alternative Investments teams to ensure alignment and effective execution of regulatory reporting obligations
• Monitor Regulatory Changes: Stay informed of changes in CRS and FATCA regulations, updating procedures and systems as necessary to maintain compliance
• Manage Reporting and Documentation: Ensure accurate and timely reporting of CRS/FATCA client information, including the preparation of annual reports and maintenance of procedure documentation
• Provide oversight of Third-Party Tax Services Vendor to ensure tax filings are completed
• Drive Continuous Improvement: Lead initiatives to streamline processes, reduce manual efforts, and enhance the efficiency and accuracy of tax compliance operations

Required qualifications, capabilities, and skills

• BA/BS required
• 5+ years of tax experience with a large financial institution
• Experience supporting Information of Common Reporting Standards (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting
• Understanding of tax certifications via Form W-8, Form W-9, and CRS Self-Certification
• Robust communication and interpersonal skills
• Excellent computer skills: MS Office Suite (Access, Excel, PowerPoint, Word)

Preferred qualifications, capabilities, and skills

• Big 4, law firm or large financial institution preferred