Operations Project Consultant – User Acceptance Testing Uat jobs at Bank Of America in United States, Fort Worth

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

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:

• 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

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.

LOB Job Description:

Individuals typically should have 3-5 years of experience in playing a role of UAT Test Consultant and responsible for delivering End to End testing for medium to large complex/highly visible software solutions.

Role requires associate to

• Develop UAT testing strategies/plans and require influencing partner to drive outcomes.

• Defines project testing scope to others outside of operations that may become involved in or impacted by the project.

• Work closely with partners (line of business, technology, project managers etc.) to ensure requirements are translated accurately into robust test plans/scripts/Data that support the project needs.

• Leads UAT testing execution with LOB testing partners for both UAT and Production Validation (PIV) for all releases, including defect management and status reporting.

• May be required to support more than one initiative simultaneously while coordinating projects large or small requiring creative solutions under compressed timelines.

• Demonstrates commitment to excellence by anticipating needs, identifying and mitigating risks and minimizing potential problems

• Decision made with logic, facts and context. Demonstrates ability to make decisions, adapt to change and recommend creative solutions.

• Doesn’t wait for direction, sets the direction and creates empowerment; fosters discovery and launch new ideas. Must be able to work independently and is not afraid to make a decision and act on it.

• Analytical skills; complex problem solving skills; ability to lead “horizontally”; self-motivated;

• Ability to lead assessments for process improvements to improve testing

• Escalate issues that are not being resolved on a timely basis or not meeting SLA standards.

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

EQUIRED SKILLS:

• 3+ years of Project Management experience with emphasis on User Testing

• Experience with Agile methodology- Well versed in using HP Application Lifecycle Management/Rally/JIRA as a testing tool

• Ability to lead and manage multiple projects and initiatives.

• Ability to lead assessments for process improvements to improve testing

• Ability to communicate with different audiences (across and up the organization)- verbal and written skills.

• Analytical and strong excel user (Pivot/Macros/Graphs)

• Able to create executive presentations (PowerPoint)

• Strong customer and project deliverables focus

• Must be able to work independently and is not afraid to make a decision and act on it.

DESIRED SKILLS:

• Planning in a monthly Agile release environment

• Strong project management skills and detail oriented

• Strong customer and project deliverables focus.

• Strong communications - verbal and written skills.

• Knowledge of HP-ALM, Rally, SQL & Testing Tools

This job is responsible for reviewing complex products for the prevention and detection of possible fraud. Key responsibilities include researching and analyzing of account activity to assess levels of risk and fraud. Job expectations include completing inbound and outbound calls, taking appropriate action based on transaction characteristics of greater complexity, performing functions related to research, and resolving fraudulent activity and service support.

Responsibilities:

• Services banking products with high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent activity, and restrict account activity
• Makes decisions based on judgment, research, and extensive job experience, following established procedures and guidelines while leveraging multiple systems
• Assesses the level of risk and makes decisions which directly affect the customer experience and risk to the bank
• Reviews and analyzes accounts and relationships that may require differentiated treatment or specialized resolution
• Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls
• Records data captured during client interactions accurately
• The Global Payment Operations (GPO) organization delivers global wire transfers and ACH payments for internal and external bank clients and supports end-to-end payment execution and investigations for transactions initiated through various channels.
• The team also provides sanctions screening on transactions for multiple products, in accordance with policies established by the Global Economic Sanctions Compliance team.

Required Qualifications:

• 2nd Shift - Schedule for this role is Friday - Tuesday 6pm - 3am CST and may include Holidays and weekend work as needed.
• Minimum of 12 months customer service experience
• Able to demonstrate a high level of professionalism over the phone, email and in person
• Attention detail and strict adherence to policy and procedures
• Flexible and willing to respond to change
• Ability to apply sound judgment, effectively solve problems, and determine fraudulent activity consistently
• Excellent written and oral communication skills
• Ability to de-escalate difficult client situations
• Ability to multi-task as business needs dictate with phone and typing required.
• Ability to work in a client based environment meeting goals
• Flexible with schedule as business needs arise

Skills:

• Analytical Thinking
• Client Experience Branding
• Customer and Client Focus
• Due Diligence
• Research
• Attention to Detail
• Data Collection and Entry
• Policies, Procedures, and Guidelines
• Referral Management
• Written Communications
• Adaptability
• Business Intelligence
• Investigation Management
• Issue Management
• Relationship Building

High School Diploma / GED / Secondary School or equivalent

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:

Responsible for providing strategy and operations for centralized physical document scanning, document indexing and document management services to various lines of business across the enterprise. Document custodian related to mortgage collateral for Bank of America N.A. (BANA) and non-BANA clients, providing certification, safekeeping and other services.

Job Description:

This job is responsible for managing a segment or a small operations unit for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring compliance with policies, and developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow. Job expectations include overseeing day-to-day activities of employees, including executing transactions and managing the budget, expenses, forecasting, and reporting.

Responsibilities:

Enables and empowers 11+ employees to deliver on the Client Care Pillars easily and efficiently via inbound calls and chats

• Forecasts and manages staffing levels and capacities, prioritizes employee development by providing effective coaching, and shares constructive feedback to drive Operational Excellence

• Applies knowledge of the end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines

• Develops and analyzes procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas

• Evaluates efficiencies and identifies areas of improvement and growth to the overall process, identifying data, metrics, and key performance indicators to measure process effectiveness

• Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment

Minimum Qualifications:

• A commitment to advocate for internal/external clients to meet and exceed their expectations (Customer focus)

•Ability to combine observations with the analysis of a variety of performance reports at an individual and team level to diagnose positive and negative patterns driving the performance

•A wide array of proficient to expert performance coaching skills including, but not limited to, customizing feedback for individuals, clearly articulating feedback, partnering with recipients to design plans, inspiring change, and inspiring trust

•A working knowledge of the career planning tools advocated for by the Bank and a willingness to expand expertise with the tools

•Ability to show a genuine concern for people, their needs, and their perspectives with voice tone, word selection, and listening (Empathy)

•Interpersonal verbal communication skills that build rapport and trust, deliver information in an easy-to-understand manner, and builds confidence (Verbal expression, trust building, and knowledge sharing)

•Collaborative verbal and written communication skills to obtain clarifying information, explain action needed/reasoning, effectively partner to find/implement solutions

Desired Skills:

•Experience with PDIM (Physical Document Inventory Management) application

•Ability to leverage data and reporting to manage inventory and service level agreements

•Familiarity with Quality Assurance routines

•Previous experience in document imaging

• Business Operations Management

• Customer Service Management

• Process Performance Measurement

• Performance Management

• Talent Development

• Account Management

• Client Management

• Relationship Building

• Process Management

• Leadership Development

• Risk Management

• Policies, Procedures, and Guidelines Management

• Workforce Analytics

• Process Design

• Hiring and Onboarding

This job is responsible for supporting the servicing of loans. Key responsibilities include loan processing, researching, documenting loan history and responding to customers, investors or other 3rd party inquiries. Job expectations include handling complex levels of transactions with limited supervision to complete daily tasks and duties.

Responsibilities:

• Supports the servicing of loans, including foreclosure, mortgage, securities lending, and specialty loans, ensuring adherence to state and local regulatory requirements to minimize financial risk exposure
• Processes routine transactions and documents loan history and activity
• Analyzes requests and determines an appropriate course of action in accordance with established guidelines and regulations for customer, investor, or other third-party inquiries
• Researches and prepares loan documentation with limited supervision

Skills:

• Attention to Detail
• Fiscal Responsibility
• Oral Communications
• Written Communications
• Decision Making
• Drives Engagement
• Emotional Intelligence
• Executive Presence
• Problem Solving
• Innovative Thinking
• Negotiation
• Research
• Risk Management
• Strategic 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