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 moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.

Responsibilities:

Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and proceduresResponds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client serviceResponsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptionsProactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Skills:

Attention to DetailCustomer and Client FocusOral CommunicationsPrioritizationProblem SolvingAccount ManagementAnalytical ThinkingCoachingWritten CommunicationsMentoringResearchResult Orientation

Line of Business Job Description:

Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.  Within WMO, the Investment and Monetary Controls teams execute manual processes and monitor automated processes to maintain adherence to requirements established by product type, transaction type, contracts or regulations such as ensuring the value of collateral remains sufficient, trade information matches across all trading systems, and invoices are correct per a contract.

A successful Transaction Management Operations Analyst on this team:

Researches and resolves validation errors presented on reports according to the established guidelines and procedures and engage support partners when appropriate. Researches and resolves numerical errors when an internal or external business partner notifies the team according to the established guidelines and procedures and engaging support partners when needed.Responds to internal business partner inquiries related to errors or account status via phone and email and escalates more challenging issues to leadership as needed​Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work impacts other operational units

Required Skills:

​Numerical ReasoningAttention to DetailResearchAnalytical Thinking​Written Communication

Shift:

1st shift (United States of America)

Hours Per Week: 

40