דרושים Platform Consultant ב-Bank Of America ב-United States, Charlotte

Job Description:

Job Description:

This job is responsible for enhancing the value of our technical platforms supporting the deployment, and sustainability of financial crime detection models. This includes defining the vision and roadmap for the product, delivering well planned enhancements, and managing risks throughout the lifecycle. Key Responsibilities include research, documenting requirements, data driven backlog refinement, prioritizing enhancements, planning, testing, monitoring, tracking issues, and defining objectives for reporting routines. Job Expectations include ownership of key product decisions and deep subject matter expertise to manage complex products with large agile teams.

Key Responsibilities:

• Develops the technical platform strategy that ensures that detection models are deployed effectively, maintained robustly and continuously improved to meet evolving business and regulatory needs.
• Defines Product Vision and Roadmap to Maximize Value
• Executes and delivers through agile methodology with clear backlog and prioritization methodology
• Gathers and Documents actionable technical requirements for complex projects
• Analyzes data and synthesizes complex insights that identifies strategic improvements
• Communicates and influences key to gather buy-in on roadmap, risks, and technical decisions
• Serves as a subject matter expertise to guide key decisions and drive innovation within the area
• Owns and Manages End to End risk for the product through preventive processes, detective monitoring, and effective remediation to reduce reoccurrence

Required Qualifications :

• 7+ years of experience
• Demonstrated experience managing or deploying model-driven detection systems (AML transaction monitoring, sanctions screening, fraud detection, etc.).
• Understanding of model lifecycle management, including deployment, validation, calibration, and performance monitoring.
• Experience working with data engineering, machine learning, or analytics infrastructure in a financial institution or technology environment.
• Strong understanding of risk management and model governance frameworks (e.g., SR 11-7, OCC 2011-12).
• Project management and strategic planning skills, with the ability to translate business goals into technical deliverables.
• Ability to collaborate effectively with cross-functional teams.
• Strong analytical and problem-solving mindset, with an emphasis on sustainability, efficiency, and control robustness.
• Exceptional communication and documentation skills, capable of bridging technical and non-technical audiences.

Skills:

• Critical Thinking
• Monitoring, Surveillance, and Testing
• Regulatory Compliance
• Risk Management
• Coaching
• Issue Management
• Policies, Procedures, and Guidelines Management
• Strategy Planning and Development
• Written Communications
• External Resource Management
• Reporting

Job Description:

Job Description:
Assists with developing and implementing business strategy through platform development initiatives from idea creation through deployment including identifying customer need, designing and validating concepts, developing business cases, assisting with vendor negotiations and relationships, partnering with technology to analyze and write Business and Functional Requirements documentation, managing to a budget SME in coordinating and developing communications with Marketing and Training, coordinating business and Beta testers, and implementing deliverables. Maintains a thorough knowledge of systems and operations processes for platform supported. Day-to-day responsibilities include maintaining subject matter expertise for platform functionality and resolving chronic service delivery or platform issues identified by client service/support organizations. Works closely with Program Owners, Business Channel leaders, SMEs, Technology, Operations, Client Services, Legal, Compliance Risk, and external suppliers/vendors.

This role on the Product Team will play a critical role in developing, implementing, testing & delivering enhancements to core underwriting and monitoring applications with a focus on testing to ensure we are delivering the highest quality change into our Production environments. Specific roles/responsibilities include:

Core Responsibilities

• Understand how the platform and technology works; connect capabilities end-to-end

• Understand user’s day-to-day Credit/Operations procedures, roles and responsibilities

• Partner to define and document platform requirements and solutions

• Driving optimized solutions that are effective, and highly efficient and consistent

• Hold technology accountable for sustainable and flexibly architecture

• Establish preventative/detective controls to deliver highest quality change

• Partnering to ensure robust testing and User Acceptance prior to release

Required Qualifications:

• 5+ years’ experience in Credit Underwriting and/or Monitoring role, and/or very strong knowledge of roles/responsibilities/process through associated experience

• Experience working on projects which demonstrated proficiency asking great questions, understanding process, defining requirements and associated solutions, and then partnering with Technology

• Critical thinker that can effectively challenge the status quo and come up with innovative solutions. Great in both the details, and in connecting the higher-level dots end-to-end

• Proficiency with Microsoft products such as Excel, PowerPoint, Word

• Self-starter who is highly motivated to learn, grow and develop

• Strong attention to detail w/ great problem-solving skills

• Strong written and verbal communication

Desired Qualifications:

• Experience with data, SQL, business intelligence and/or data science

• Experience with process and/or systems design

• Experience with tools such as JIRA/Blueprint for documenting and driving Tech change

• Experience with Agile Practice

Skills:

• Attention to Detail

• Problem Solving

• Process Effectiveness

• Production Support

• Technical Troubleshooting

• Agile Practices

• Prioritization

• Release Management

• Research

• Usability Testing

• Adaptability

• Change Management

• Critical Thinking

Job Description:

Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.Responsibilities:

Deliver exceptional service to clients by answering general account inquiries

Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients

Assist clients with brokerage consumer website usage and navigation

Educate potential and existing clients about investment products, services and trading strategies

Research and resolve client requests

Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations

Required Qualifications:

Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

- Strong analytical and organizational skills

- Detail oriented, with good follow-up skills

- Strong interpersonal skills

- Ability to multi-task in a dynamic environment

- Requires basic knowledge of the organization, products and/or services

- Requires knowledge of financial markets and trading strategies

- Excellent verbal and written communication skills

- Proven ability to meet and exceed productivity and performance goals

- Must be technologically savvy and able to quickly learn new systems

- Must be flexible to work assigned shift within center hours of operation

- Strong desire for point of call resolution

- Focus on client satisfaction

Desired Qualifications:

- Call center experience is preferred but not required

- Previous Brokerage experience is a plus

- 1+ years of financial industry experience

Job Description:

Job Description:

This job is responsible for being the first point of contact for requests or service failure incidents and maintaining stability for a portfolio of applications. Key responsibilities include documenting or modifying knowledge, performing investigations, identifying incidents, mitigating impacts and engaging in triages, and working with technology teams to identify and resolve issues. Job expectations include following well defined Standard Operating Procedures (SOPs) and partnering with experts to improve service levels by proposing changes to monitoring, alerting, and configuration.

Responsibilities:

• Maintain and support the ServiceNow platform while adhering to bank policies and standards.
• Manage ServiceNow code quality control processes and routine
• Lead and mentor a team of operations specialists assigned to work on ServiceNow
• Respond to incidents for application availability issues as part of on-call duties
• Respond to incidents/pages for application functional issues or questions as part of daily duties
• Use your technical knowledge to triage service availability issues and restore service
• Research and resolve system defects, lead root cause analysis, and drive permanent resolution
• Ensure appropriate monitoring is in place and maintained to ensure application availability
• Participate in software release implementation meetings
• Participate in and coordinate maintenance activities
• Prepare and maintain application support/process documentation
• Develop management jobs, automation routines, or deployment scripts
• Monitors and supports application components and infrastructure critical to the business, such as relevant technologies and dashboards, responds to alerts regarding production incidents, and resolves issues prior to customer service interruption
• Fulfills requests from users, operations, auditors, and regulators within service level agreements and drives operational excellence through process improvement and monitoring development efforts related to supported technologies
• Onboards monitoring tools and applications in access system(s) of record to research potential production incidents, meet user requirements and service changes, and identify and implement automation opportunities in partnership with architects and engineers
• Communicates status updates and technical details, such as infrastructure, application and client impact, and component points of failure to management, and provides reporting on environment and incident status in operational meetings
• Performs environment routing and cycling, implements splash pages, and liaises with development teams to design and configure auto provisioning, straight thru revocation (STR), and straight thru processing (STP)
• Manages aged revocation monitoring to identify and fix defects in applications and systems of record
• Prepares technical documentation and develops procedures for trouble shooting incidents in order to identify production failure scenarios, vulnerabilities, and improvement opportunities requiring escalations

This job is responsible for handling medium to large projects for a Line of Business that may be regional or national in scope. Key responsibilities include recommending policy and procedural changes and developing measurement criteria and project plans such as cost and resource estimates. Job expectations include working with senior management to evaluate current methods and develop strategies to implement change and improvements brought about by the project.

Responsibilities:

• Provides consulting expertise to line managers on productivity issues and analyzes market and operational impact in the business brought about by specific project parameters
• Responsibilities include research and document organizational reviews, workflow analysis, and provide management and staff analysis. You will also define the project scope to others outside of operations that may become involved in or impacted by the project.
• Leading risk management and mitigation planning readiness, change adoption, stakeholder management, and quality assurance
• Analyzes current state processes, existing operations, procedures, and workflows and discovers pain points to develop approaches for potential solutions, including building a business case for improvement recommendations and driving the execution of implementation
• Coordinates with the business to support defined project tasks, tracking deliverables and their statuses, and measuring progress against ongoing success measures
• Supports partnerships with operations management to create project impact and provide direction and guidance to internal teams
• Establishes and maintains relationships with relevant client stakeholders to communicate updates and escalate issues
• Performs risk management activities to minimize project risks
• Assists with creating and maintaining comprehensive project documentation
• Leverages business knowledge to identify opportunities for improvement and supports change execution

Required Qualifications:

• Minimum of 5 years of experience with projects, production support activities and/or payment operations
• Experience of the Agile software delivery methodology or large scale projects/project management
• Skilled in translating business requirements into technical requirements
• Cross functional with strong business analysis, problem solving, quality management and organization skills
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
• Excellent written and verbal communication skills
• Willing to learn and adapt to change
• Working knowledge of Windows and Microsoft Office
• Ability to build and maintain excellent relationships with business stakeholders and gain trust in order guide and influence them
• Ability to understand the bigger picture (risks, dependencies)
• Flexibility required to support global markets

Desired Qualifications:

• Working knowledge of Sanctions
• Executive reporting and presentation skills
• Working knowledge of SWIFT, ISO 20022 formats, low-value and high-value clearings such as Target 2, Fed Wire, CHIPS, USACH, BACS etc. (preferably in-depth knowledge of implementing Platform that process these types of payments)

Skills:

• Active Listening
• Attention to Detail
• Collaboration
• Critical Thinking
• Written Communications
• Decision Making
• Influence
• Oral Communications
• Prioritization
• Problem Solving
• Adaptability
• Customer and Client Focus
• Data Management
• Emotional Intelligence
• Risk Management

Job Summary

This job is responsible for reviewing and interpretating large datasets to uncover revenue generation opportunities and ensuring the development of effective risk management strategies. Key responsibilities include working with lines of business to comprehend problems, utilizing sophisticated analytics and deploying advanced techniques to devise solutions, and presenting recommendations based on findings. Job expectations include demonstrating leadership, resilience, accountability, a disciplined approach, and a commitment to fostering responsible growth for the enterprise.

Responsibilities:

• Enables business analytics, including data analysis, trend identification, and pattern recognition, using advanced techniques to drive decision making and collection data driven insights

• Applies agile practices for project management, solution development, deployment, and maintenance

• Develops and reviews technical documentation, capturing the business requirements, and specifications related to the developed analytical solution and implementation in production

• Manages multiple priorities and ensures quality and timeliness of work deliverables such as quantitative models, data science products, data analysis reports, or data visualizations, while exhibiting the ability to work independently and in a team environment

• Delivers presentations in an engaging and effective manner through in-person and virtual conversations that communicates technical concepts and analysis results to a diverse set of internal stakeholders, and develops professional relationships to foster collaboration on work deliverables

• Supports the identification of potential issues and development of controls

• Maintains knowledge of the latest advances in the fields of data science and artificial intelligence to support business analytics

• Manages a roadmap of data science use cases for technical development and implementation to the production environment in close partnership with Bank of America Technology

• Manages relationships with multiple technology platform and development team leaders including alignment of roadmaps, managing projects, and managing risks

• Engages business and technology senior leaders on reporting of project/deliverable statuses, opportunity identification, and planning efforts

• Oversees development, delivery and quality assurance for data science use cases delivered to the production environment and other areas of the line of business

• Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance

• Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics

• Identifies business trends based on economic and portfolio conditions and communicates findings to senior management

• Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights

• Link Analysis/Graph analytics to find and mitigate densely connected fraud networks

• Developing and tuning graph algorithms to maximize detection of fraud

• Assist with the generation, prioritization, and investigation of fraud rings

Required Qualifications:

• Minimum of 4 years of experience in data and analytics

• Must have familiarity with Graph databases (e.g. TigerGraph, Neo4J) and graph query languages

• Must be proficient with SQL and one of SAS, Python, or Java

• Critical problem-solving skills including selection of data and deployment of solutions

• Proven ability to manage projects, exercise thought leadership and work with limited direction on complex problems to achieve project goals while also leading a broader team

• Excellent communication and influencing skills

• Thrives in fast-paced and highly dynamic environment

• Intellectual curiosity and strong urge to figure out the “whys” of a problem and come up with creative solutions

• Expertise handling data across its lifecycle in a variety of formats and storage technologies (e.g., structured, semi-structured, unstructured; graph; hadoop; kafka)

• Expertise in data analytics and technical development lifecycles including having coached junior staff

Desired Qualifications:

• Advanced STEM (Science, Technology, Engineering, Math) degree (Masters or PhD)

• 7+ years of experience; work in financial services is very helpful, with preference to fraud, credit, cybersecurity, or other heavily quantitative areas

• Deep understanding of graph databases, graph algorithms, and experience developing graph schemas

• Understanding of advanced machine learning methodologies including neural networks, ensemble learning like XGB, and other techniques

• Proficient with H2O or similar advanced analytical tools

• Experience managing multi-year roadmaps, engaging technical and non-technical stakeholders, and leading large cross-functional formal projects

• Experience influencing mid to senior (executive) level leaders

• Experience managing risk and issue remediation

• Understanding of computer science topics like automation, code versioning, computational complexity, parallel processing, requirements gathering, testing methodologies, and development lifecycle models like Agile

Skills:

• Agile Practices
• Application Development
• DevOps Practices
• Technical Documentation
• Written Communications
• Artificial Intelligence/Machine Learning
• Business Analytics
• Data Visualization
• Presentation Skills
• Risk Management
• Adaptability
• Collaboration
• Consulting
• Networking
• Policies, Procedures, and Guidelines Management

This job is responsible for working on a portfolio of projects to support Operational Excellence and drive Responsible Growth. Key responsibilities include partnering with stakeholders to understand and provide insight into processes to optimize and manage operational efficiency and/or associated costs. Job expectations include participating in full project execution outlining processes/activities, associated talent, and cost outputs to drive solutions and improvements through standardization, automation, and other process improvement ideas.

Line of Business Job Description:
This job is responsible for driving and executing on operational excellence within the Chief Financial Officer (CFO) organization. Key responsibilities include providing analytical and administrative support for the CFO organization's processes and tools to drive adherence to enterprise-wide standards. Job expectations include implementingautomated tools, dashboards and reportingwithin the CFO organization by evaluating data to help identify, track, and report issues and control improvements.

Responsibilities:

• Leverages analytical skills and business acumen to provide fact-based tools, dashboards and reporting to key stakeholders

• Participates in data assessment, collection, and analysis to assist in full project execution

• Provides process and logistical support to leadership

• Coordinates the sourcing, organization, and reporting of all data

• Executes initiatives by identifying areas of potential automation, procedural updates, thematic trends and opportunities to enhance stakeholder experience

Required Qualifications:

• Minimum of 3 years of professional work experience in risk management and/or finance preferably in the financial services industry

• Hands-on experience building automation workflows, processes, and visualization dashboards utilizing intermediate to advanced proficiency in one or more emerging tech tools such as Alteryx and Tableau, Workiva, Power Query, Visual Basic, SQL and SAS

• Prior experiences supporting strategic initiatives/projects

• Excellent communication and project management skills

• Creative thinker, thinks outside the box and challenges status quo

• Analytical mindset able to resolve complex issues

• Integrity, maturity, dependability and positive professional attitude

Desired Qualifications:

• Bachelor’s degree in Business Administration, Finance, Accounting, or Economics

• Experience with controls work (i.e.) Issues and Sub-issues Management, Single Process Inventory (SPI), Enterprise Services, Risk Identification, RCSA and the interconnectivity across the Company’s business controls policies

• Experience with CFO organization and related processes

Skills:

• Analytical Thinking

• Collaboration

• Influence

• Presentation Skills

• Stakeholder Management

• Business Analytics

• Consulting

• Data Mining

• Data Visualization

• Innovative Thinking

• Process Design

• Process Management

• Program Management

• Project Management

• Strategy Planning and Development