דרושים Transaction Management Ops Team Lead ב-Bank Of America ב-United States, Chandler

This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures.

Line of Business Job Description:

​Responsibilities:

• Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines

• Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.

• Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements

• Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met

• Ensure all jurisdictional regulatory requirements related to KYC are adhered to

• Support business with KYC related queries and requests

• Participate in remediation, internal/external Audits (where applicable)

• Maintains accuracy of client portfolio using internal and external comparison tools

• Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling

• Explores methods to enhance processes, further reduce risks, and boost client experience

• Partners with colleagues on the trade and sales support teams, as well as external agents

• Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting

• Escalates potential risks and exposures to manager in a timely manner

• Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions

Job Requirements:

• 2+ years of financial services experience

• Excellent verbal and written communications skills

• Documented experience performing in a process-oriented production environment that changes periodically

• Familiar with MS Office Suite(Excel/Word/Outlook/Access)

• Work in a team environment

• Organize work, prioritize tasks and handle multiple assignments simultaneously

• Successfully meet tight deadlines while ensuring data accuracy and integrity

• Work and execute with minimal supervision or remote management

Skills:

• Attention to Detail

• Critical Thinking

• Data Collection and Entry

• Recording/Organizing Information

• Research

• Fraud Management

• Interpret Relevant Laws, Rules, and Regulations

• Problem Solving

• Quality Assurance

• Risk Management

• Adaptability

• Customer and Client Focus

• Prioritization

• Result Orientation

• Written Communications

Job Description:

Job Description:

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

Responsibilities:

• Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
• Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
• Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
• Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
• Navigates multiple systems to migrate clients to on-line and self-delivery channels that enable constant account access

Desired Qualifications:

• Experience in a call center and/or a financial/banking center
• Customer service experience​

Skills:

• Account Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Active Listening
• Adaptability
• Problem Solving
• Risk Management
• Attention to Detail
• Business Acumen
• Valuation Ethics and Practice Standards

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

This job is responsible for defining and leading the engineering approach across end-to-end technology stacks. Key responsibilities include leading teams to deliver design solutions, engaging in development environments to identify and improve performance/capacity issues, and ensuring system design solutions comply with enterprise standards. Job expectations include demonstrating technical expertise within domains, decomposing objectives into work units, advancing efficient solution delivery practices, and promoting exceptional design, engineering and organizational practices.

Responsibilities:

• Ensures that execution aligns with product strategy by working with product management, product owners, and other stakeholders, contributing to the technology strategy for their technical domain
• Mentors and guides Solution Engineer resources and more junior engineers on performance evaluation and validation methods and tools ensuring system design technology solutions comply with enterprise system design and engineering standards
• Participates in solution-driven discussions, such as various Communities of Practice (COPs), contributes to the design of large or highly complex architectural designs, and finds creative solutions through their knowledge of the domain and operational constraints
• Collaborates with Development and Infrastructure teams to understand technical solutions and provide the performance capabilities required in the application across the technology stacks provided by peer Engineering Leads

Skills:

• Analytical Thinking
• Collaboration
• Innovative Thinking
• Solution Delivery Process
• Solution Design
• Architecture
• Automation
• Influence
• Risk Management
• Technical Strategy Development
• Adaptability
• Application Development
• Business Acumen
• DevOps Practices
• Production Support

This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures.

Line of Business Job Description:

​Responsibilities:

• Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines

• Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.

• Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements

• Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met

• Ensure all jurisdictional regulatory requirements related to KYC are adhered to

• Support business with KYC related queries and requests

• Participate in remediation, internal/external Audits (where applicable)

• Maintains accuracy of client portfolio using internal and external comparison tools

• Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling

• Explores methods to enhance processes, further reduce risks, and boost client experience

• Partners with colleagues on the trade and sales support teams, as well as external agents

• Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting

• Escalates potential risks and exposures to manager in a timely manner

• Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions

Job Requirements:

• 2+ years of financial services experience

• Excellent verbal and written communications skills

• Documented experience performing in a process-oriented production environment that changes periodically

• Familiar with MS Office Suite(Excel/Word/Outlook/Access)

• Work in a team environment

• Organize work, prioritize tasks and handle multiple assignments simultaneously

• Successfully meet tight deadlines while ensuring data accuracy and integrity

• Work and execute with minimal supervision or remote management

Skills:

• Attention to Detail

• Critical Thinking

• Data Collection and Entry

• Recording/Organizing Information

• Research

• Fraud Management

• Interpret Relevant Laws, Rules, and Regulations

• Problem Solving

• Quality Assurance

• Risk Management

• Adaptability

• Customer and Client Focus

• Prioritization

• Result Orientation

• Written Communications

This job is responsible for answering inbound calls and initiating outbound calls within a call center to assist new and existing clients with determining the best solution for financing the purchase of a home, refinancing an existing mortgage, or obtaining a new home equity line of credit. Key responsibilities include analyzing the clients financial goals, determining the most optimal lending product solution, submitting the mortgage application, assisting clients with gathering supporting loan documentation, and keeping clients informed throughout the mortgage loan process.
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.

Responsibilities:

• Provides exceptional client care
• Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution
• Utilizes multiple technology systems to assist customers and referral partners
• Leverages defined lending processes and policies to meet guidelines and manage risks
• Communicates consistently with clients and business partners through outbound calls, email, and online messaging systems throughout the lending process
• Identifies opportunities through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional client care

Required Qualifications:

• Has 1+ year of home loan origination and mortgage experience
• Bilingual – Spanish Required
• Has a strongrelationship-deepeningand client care mentality
• Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
• Has an ability to assess client needs and suggest/promote alternative products or services
• Has ability to learn all platform systems utilized within the environment and/or aptitude in system technologies
• Has effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending process
• Has an ability to work under pressure during high volumes
• Has an ability to build and maintain positive rapport with service partners.
• Can prioritize multiple competing tasks.
• Has adaptability and is flexible to change.
• Is a strong communicator, written, oral and non-verbal.
• Demonstrates solid sales production over a sustained time frame.
• Can be flexible to work weekends and/or extended hours as needed.
• Communicates professionally, effectively and confidently and is comfortable engaging all clients over the phone.
• Has an ability to handle multiple lines of business and models to support changing business needs.
• Independently works with other business partners to expedite post-sale issues or problem resolution
• Has the ability to effectively balance performance, operational risk, and client relationship care.
• Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies.
  

Desired Qualifications:

• Has knowledge of loan products (Conventional, Jumbo and Government)
• Can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
• Familiarity with FHA and HUD guidelines.
• Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending.
• The ability to analyze and comprehend complex financial data and provide financial alternatives.
• Strong consultative skills including the ability to ask critical questions to identify opportunities

Skills:

• Attention to Detail
• Client Solutions Advisory
• Customer and Client Focus
• Oral Communications
• Written Communications
• Client Management
• Loan Structuring
• Pipeline Management
• Problem Solving
• Collaboration
• Credit Documentation Requirements
• Critical Thinking
• Referral Identification
• Referral Management

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

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 moderately complex transaction and fulfillment processing, including the movement of assets into and out of clients and internal accounts and ledgers. Key responsibilities include review and execution of requests received through various systems in support of Money Movement and Settlement processing and Bill Pay Maintenance and Setup. Providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling of operational processes which may carry medium to high levels of monetary risks. Wealth Management Operations provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, Banking & Personal Retirement Operations provides support for Merrill and Private Bank accounts and transactions.

The Move Money & Settlement Team supports Merrill and Private Bank through multiple functions under Cashiering, Settlement, Fulfillment, and Exceptions processing. 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
• Executes moderately complex transaction processing 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:

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

This job is responsible for providing moderately complex research, reporting, and analytical support for the delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures.

Line of Business Job Description:

​Responsibilities:

• Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines

• Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.

• Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements

• Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to ensure all refresh requirements are met

• Ensure all jurisdictional regulatory requirements related to KYC are adhered to

• Support business with KYC related queries and requests

• Participate in remediation, internal/external Audits (where applicable)

• Maintains accuracy of client portfolio using internal and external comparison tools

• Performs research and conducts moderately complex analyses using established techniques, including transactions that require special handling and exception handling

• Explores methods to enhance processes, further reduce risks, and boost client experience

• Partners with colleagues on the trade and sales support teams, as well as external agents

• Creates reports and liaises with internal partners to ensure proper client reporting and assist with regulatory reporting

• Escalates potential risks and exposures to manager in a timely manner

• Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions

Job Requirements:

• 2+ years of financial services experience

• Excellent verbal and written communications skills

• Documented experience performing in a process-oriented production environment that changes periodically

• Familiar with MS Office Suite(Excel/Word/Outlook/Access)

• Work in a team environment

• Organize work, prioritize tasks and handle multiple assignments simultaneously

• Successfully meet tight deadlines while ensuring data accuracy and integrity

• Work and execute with minimal supervision or remote management

Skills:

• Attention to Detail

• Critical Thinking

• Data Collection and Entry

• Recording/Organizing Information

• Research

• Fraud Management

• Interpret Relevant Laws, Rules, and Regulations

• Problem Solving

• Quality Assurance

• Risk Management

• Adaptability

• Customer and Client Focus

• Prioritization

• Result Orientation

• Written Communications