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Bank Of America Transaction Management Ops Team Lead United States, New Jersey 40979085
Yesterday
Responsibilities:
- 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
- Resolves day-to-day problems and executes deliverables within the business unit
- Provides functional expertise knowledge to projects or initiatives relating to the business unit
- Manages team workload and provides general oversight and direction to team Maintains internal, operational, and financial controls and works within risk appetite of the business unit
- Reviews processes to ensure they are efficient and implements process improvement opportunities
- 2–3 years of experience relating to cost basis, 1099-B tax reporting, or client reporting within a financial services or wealth management environment.
- Coaching : The ability to support a client or employee in achieving a specific personal or professional goal by providing training, feedback, and guidance.
- Drive Engagement: The ability to motivate others (live or virtually) to be creative, to overcome challenges and resolve conflict to deliver improved outcomes.
- Relationship Building: The 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.
- Research: The ability to gather information about a topic, review, analyze and interpret the results to support a recommendation or solution.
- Knowledge of various product types (Equities, mutual funds, fixed income, mortgage-backed investments, etc) within an operations setting.
- Written/Verbal Communications: The ability to clearly convey information in written form through email in a way that easily enables the resolution of a request.
- Excellent organizational and time management skills, with the ability to prioritize tasks in a fast-paced environment.
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