Senior Operations Analyst - Cash Transportation Services jobs at Bank Of America in United States, Dallas

This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include building new procedures, completing complex non-routine analytics, creating reports, and reviewing exception testing and processing. Job expectations include supporting continuous improvement of processes by identifying trends and understanding the operations environment.

LOB Job Description:

Responsible for the day-to-day resolution of complex operational accounting functions / issues including in depth analysis. The incumbent will take appropriate action based on process characteristics of extremely complex issues related to all operational accounting functions. Must be considered a subject matter expert in operational accounting policies and routines. Complex decisions are made based on analytical research and judgment. Requires extensive experience and must follow established procedures & guidelines while utilizing multiple systems & tools. Handles escalated situations that were unable to be resolved by the Accounting Specialist. Provides coaching and training to other associates. Ensures compliance with Federal and Bank Regulations. Excellent communication and follow up skills required. To appropriately investigate and decision issues, incumbent will interact with multiple business partners. Communication includes process education, operational accounting education, setting appropriate expectations or skillfully defusing the situation.

: Monday through Friday 8:00am to 5:00pm

Responsibilities:

• Leads implementation for products, services, and operational solutions
• Manages the design, documentation, implementation, and monitoring of new products and services
• Consults on procedural, technical, and operational changes
• Advances business products knowledge within operations environment
• Fosters relationships with partners and teammates
• Inspects data to identify issues and trends
• Presents reporting on key performance and implementation status

Required Qualifications:

• Cash Exception Platform reconciliation experience (Deposits)
• Recon Plus Frontier reconciliation experience (Dispense)
• Accounting / Operations experience
• Previous experience with general ledger
• Thorough understanding of debits and credits
• Exhibit excellent verbal, written communication and interpersonal skills
• Demonstrate the ability to multi-task, strong attention to detail, proficient with numbers and effective organizational skills
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions, be a continuous learner
• Excels in working among diverse viewpoints to determine best practice to understand future business needs
• The ability to coach and train on all levels
• Strong technical and analytical skills
• Self-motivated and results oriented
• Operational accounting experience along with working knowledge of processes to include applicable policies and regulations

Skills:

• Attention to Detail
• Monitoring, Surveillance, and Testing
• Policies, Procedures, and Guidelines Management
• Regulatory Compliance
• Written Communications
• Adaptability
• Business Acumen
• Continuous Improvement
• Critical Thinking
• Process Mapping
• Change Management
• Consulting
• Data Management
• Reporting
• Research

• Manages team workflow across various systems and provides process oversight and direction for accurate and timely completion of deliverables
• Provides day-to-day training and coaching to team 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
• Reviews processes to ensure effectiveness, and recommending process improvement and risk mitigation opportunities to senior management
• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Written Communications
• Account Management
• Analytical Thinking
• Coaching
• Mentoring
• Research
• Result Orientation

• Ensure trades that are executed by Financial Advisors (FAs) / Investment Managers are booked timely and accurately to client accounts
• Eliminate risks by proactively monitoring workflow, serving as quality control and escalating issues as appropriate while engaging the right leaders and partners
• Serve as or assist the trade allocation subject matter expert to problem-solve complex/escalated issues and provide training and support to the processors
• Pull reports, analyze data and place data in a usable format for dialogue and decision-making including daily statistics and metrics for Single Process Inventory
• Document and summarize team issues in a logical easy to read manner
• Support quality assurance routines as needed depending on volumes.

• Minimum two years of experience working in broker dealer operations with knowledge of common operational issues, controls and quality assurance (QA)
• Prior experience serving as lead in an operational environment or currently working as a consistently high performing GWIM Service Operations Representative
• Must be able to give clear effective examples of past successes in teamwork, use of analytical skills, time and organizational self-management, flexibility to a changing environment and ability to work in a fast paced deadline-driven environment.
• Intermediate experience with Microsoft Word and Excel to include formulas, running saved macros and pivot tables
• Proven experience with presenting and writing information clearly, concisely and grammatically correct
• Demonstrated experience with effectively reviewingdocuments/informationand quickly identifying errors, while understanding the cause of the error and taking action to implement sustainable solutions
• Self-motivated, proactive and able work with minimal supervision

• Prior trade support experience
• Series 7 license
• Experience with Managed Products​

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 procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Skills:

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Account Management
• Analytical Thinking
• Coaching
• Written Communications
• Mentoring
• Research
• Result Orientation

Line of Business Job Description:

The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing & Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments.

The candidate will be responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include transaction processing, analyzing event details and requirements, and communicating effectively with peers, management, and business partners. Job expectations include providing quality service and effective operations support for internal business partners and external clients.

Responsibilities include:

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures including escalation when necessary
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units​

Required Skills:

• Proficiency in Microsoft Excel
• Ability to pick up new concepts and routines quickly
• Ability to learn how to research more complex issues and make connections to processes across the department
• Excellent written and verbal communication skills
• Strong work ethic and ability to quickly process large amounts of data
• Previous experience in financial services, especially within operations
• Basic understanding of investment income

Desired Skills:

• ​Proactive approach to responsibilities
• Organized with effective time management
• Can analyze and process incoming payments with high accuracy
• Comfortable balancing and reconciling large amounts of income​

Job Description:

Job Description:
This job is responsible for handling day-to-day Operations processes and working towards deadlines. Key responsibilities include completing all workflows, providing guidance to other team members, assisting internal business partners, and providing functional expertise. Job expectations include performing routine and various item processing functions under moderate supervision within a process that has built-in checks and balances.

Tuesday - Friday 2:00pm - 10:30pm CST and Saturday 11:00am - 7:30pm CST

Responsibilities:

• Contributes to overall success of an Operations team as an individual contributor

• Handles operational activities and queries for either single or multiple Lines of Business across the enterprise

• Adheres to deadlines set internally within the business unit or those in agreed Service Level Agreements with internal or external business partners

• Provides functional expertise knowledge to projects or initiatives relating to the business unit

• Maintains internal operational and financial controls and works within the risk appetite of the business unit

• Continues to review processes to ensure they are efficient and implements process improvement opportunities

Required Qualifications:

• 10 Key data entry experience

• Highly organized with strong attention to detail and accuracy

• Strong typing proficiency

• Excellent time management and prioritization skills, with ability to meet deadlines

• Strong operational business acumen

• Self-starter/Self- Motivator

• Exhibit excellent verbal, written communication and interpersonal skills

• Demonstrate the ability to multi-task, strong attention to detail

• Microsoft Office proficient

Skills:

• Active Listening

• Adaptability

• Attention to Detail

• Collaboration

• Data Collection and Entry

• Critical Thinking

• Customer and Client Focus

• Oral Communications

• Planning

• Reporting

• Account Management

• Conflict Management

• Decision Making

• Inclusive Leadership

• Process Management

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 procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Skills:

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Account Management
• Analytical Thinking
• Coaching
• Written Communications
• Mentoring
• Research
• Result Orientation

Responsibilities:

Responds to moderately complex client inquiries through numerous channels to support operational efficiency and quality client service

Responsible for the analysis and resolution of moderately complex transactions requiring escalations and/or exceptions

Validate key control reports

Perform Quality Assurance

Required Qualifications:

• Must have ability to communicate Trade information to external parties
• Process manual trade instructions
• Strong organizational skills
• Strong communication skills (verbal and written)Strong problem-solving and decision-making skills
• Time management skills
• Proficiency in Microsoft Office products including advanced Excel skills

Required Skills:

• Oral Communication
• Written Communication
• Customer Focus
• Research
• Problem Solving
• Collaborating
• Multitasking
• Organization
• Time Management
• Microsoft Excel
• Microsoft Outlook
• System Navigation

Desired Skills:

• 2+ years' experience in operations functions
• Moderate knowledge of investments and financial markets preferred
• Thorough working knowledge of the operational aspects of transactions and products

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 procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Skills:

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Account Management
• Analytical Thinking
• Coaching
• Written Communications
• Mentoring
• Research
• Result Orientation

Line of Business Job Description:

​This job is responsible for overseeing the day-to day transaction processing operations function, and ensuring the team executes operations tasks with accuracy, timeliness and quality service. Key responsibilities include employee training, coaching, addressing employee inquiries, escalations, approvals, and team supervision ensuring accurate process execution. Job expectations include maintaining service quality, accuracy and escalating issues to management, as needed.

Required Skills:

• ​​Leadership
• Problem Solving
• Decision making
• Time management
• Coaching/Development
• Conflict Resolution

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 procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units

Skills:

• Attention to Detail
• Customer and Client Focus
• Oral Communications
• Prioritization
• Problem Solving
• Account Management
• Analytical Thinking
• Coaching
• Written Communications
• Mentoring
• Research
• Result Orientation

​A successful Transaction Management Operations Analyst on this team:

• Gains a full understanding of each request with careful reading, research and application of product knowledge
• Selects and executes moderately complex transaction processing and reconciliation with medium to large monetary impact according to established guidelines and procedures and within applicable systems
• Communicates effectively and efficiently with the requestor via email to resolve any issues preventing the completion of the request
• Documents all actions taken in the applicable system accurately and in a business writing style
• Meets or exceeds productivity and quality goals
• Adapts to ever changing products and services
• Complies with all Bank of America policies

Required Skills:

• Account Management: ability to provide services and support to clients
• Numerical Reasoning: ability to recognize when a mathematical result is incorrect especially when adding, subtracting, multiplying, dividing and applying percentages
• Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications
• Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently
• Relationship Building: The ability to develop, establish, and maintain ethical connections and long-term relationships with individuals necessary to complete processes and deliver the desired client experience
• Research: ability to gather information from a system, review, analyze and interpret the results to support a recommendation or solution for a client request
• Written Communications: ability to clearly convey information in written form through email in a way that easily enables the resolution of request
• Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment