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Bank Of America Transaction Management Ops Analyst United States, Texas, Dallas 16094302
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
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.
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
Desired Skills:
- Proactive approach to responsibilities
- Organized with effective time management
- Can analyze and process with high accuracy
- Comfortable balancing positions and transactions
- Basic understanding of corporate actions
Skills:
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Account Management
- Analytical Thinking
- Coaching
- Written Communications
- Mentoring
- Research
- Result Orientation
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