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
A successful Transaction Management Operations Team Lead on this team:
Possesses and maintains a full understanding of the end-to-end process for the team including but not limited to understanding the client experience, the products, the process flow, the systems, the control points, the risks, and the metric targets
Serves as the first line of support for Account Management Representatives and Operations Analysts with training, answering questions, escalations or obstacles when executing the process
Coaches and supports Account Management Representatives and Operations Analysts as needed to drive team and individual performance goals
Serves and the manager's back up, proxy and partner in creating an inclusive and engaged team
Builds rapport and effective relationships with all team members, manager and all partners needed to resolve issues within the process or gain approval for exceptions
Adapts and helps team members adapt to ever changing products and services
Complies with all Bank of America policies
Desired Skills:
Problem Solving: ability to draw upon past knowledge and experiences to find a solution and define a path of action
Coaching: ability to support a client or employee in achieving a specific personal or professional goal by providing training, feedback, and guidance
Decision Making: ability to objectively select an optimal course of action within an acceptable timeframe, applying experience, data and facts
Drives Engagement: ability to motivate others (live or virtually) to be creative, to overcome challenges and resolve conflict to deliver improved outcomes
Relationship Building: ability to develop, establish, and maintain ethical connections and long term strategic relationships with individuals throughout the company to assist in achieving work-related goals and business objectives and to enhance decision making in business units throughout an organization
Prioritization:ability to exercise conscious control of time spent on multiple activities while handling competing priorities and organizing and delegating the work to increase effectiveness, efficiency, and productivity
Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment