Information Management Team Lead – Process, Control and Reporting Services Jacksonville, Florida;Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing subject matter expertise across an information management operations function, and supporting the manager in all aspects of day-to-day management of the team's operations. Key responsibilities include employee training and coaching, addressing employee inquiries, escalations, approvals, and team supervision to ensure processes are executed correctly. Job expectations include escalating issues to the team manager when necessary, while maintaining a deep knowledge of all key functions supported. **Responsibilities:** + Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures + Coordinates and manages team workflow across various systems to ensure daily processes are completed accurately and deliverables are met + Provides day-to-day training and coaching to team members while addressing employee inquiries and escalations + Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate + Conducts quality assurance reviews and provides routine supervisory manager approvals + Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions + Identifies and recommends opportunities for process improvement and risk mitigation to senior management **Skills:** + Attention to Detail + Customer and Client Focus + Oral Communications + Account Management + Adaptability + Analytical Thinking + Critical Thinking + Written Communications + Active Listening + Collaboration + Problem Solving + Stakeholder Management **Line of Business Job Description:** The Business Controls organization within Wealth Management Operations (WMO) provides horizontal risk and control governance oversight for WMO, inclusive of regulatory exams, inquiries, audits, risk reviews & remediation, audit issue portfolio, regulatory reporting, general ledger account maintenance, exposure reporting and complaints. The Process Control and Reporting Services Team within Business Controls is responsible for Broker Dealer Separation Oversight, Identify & Access Management Governance, Global Records Management, Medallion Stamps, Exposure Reporting, General Ledger Account Maintenance, and Annual Audit Support for Private Bank depository locations. The Information Management Team Lead within the Process, Control and Reporting Services Team is responsible for exposure and management reporting, system entitlement reviews, monitoring of daily collateralization, and various Private Bank and Merrill Lynch internal account processes. This includes ensuring all exposure data is reported completely and accurately on a daily and monthly basis to Regulatory Reporting as well as maintaining Capital Charge and Reserve totals at or below established targets. The Team Lead is responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. The Team Lead will act as a technical expert/unit advisor by providing technical support to less experienced associates and may participate in projects and/or introduction of new initiatives, systems, products/services, and processes. This role typically requires 3+ years of experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products. **Required Skills:** + 3+ years of relevant business experience + Ability to execute and deliver results with minimal supervision + Proven analytical mindset and quantitative capabilities, with some experience working with large data sets + Flexibility with ability to handle a variety of tasks and projects independently + Strong communication skills - written and verbal across multiple levels of an organization; able to influence/challenge and negotiate to keep all parties engaged in the process; establish partnerships; leading larger group meetings via conference calls + Strong relationship management skills to foster a collaborative working environment + Highly organized with a self-starter attitude and ability to execute in a fast-paced environment with competing priorities + Exceptional attention to detail and the ability to hold others accountable without direct supervisionProven ability to provide comprehensive solutions to complex needs and/or problem + Experience with process improvement and proven ability to analyze a process and make recommendations for change + Demonstrate critical thinking and intellectual curiosity to drive change **Desired Skills:** + Proficient with SharePoint, PowerPoint and Process Owner Portal (POP) + Consistently works well with business partners to understand asks and drive conversations and results on initiatives/deliverables. + Regularly displays a willingness to assist and helps in the completion of business deliverables. + Continually displays patience and support in adapting to business and staffing changes. + Understands big picture, quickly adapts, and implements changes. + Effectively communicates across all band levels (inclusive of executives and senior leaders) to ensure compliance with regulations and enterprise standards. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.