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Bank Of America Transaction Management Ops Analyst - BPRO Personal Retirement Transactions United States, Arizona, Chandler 723297463
Today
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:
Within WMO, the Personal Retirement Operations team is responsible for supporting processing for History File, Special Distributions, 72t, Plan Loans, Special Investments, Escalations, and RDT email support.
- Gains a full understanding of each request with careful reading, research and application of product knowledge
- Selects and executes moderately complex transaction processing and reconciliation with medium to large monetary impact 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:
- Account Management: ability to provide services and support to clients
- Numerical Reasoning: ability to recognize when a mathematical result is incorrect especially when adding, subtracting, multiplying, dividing and applying percentages
- Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications
- Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently
- Relationship Building: The ability to develop, establish, and maintain ethical connections and long-term relationships with individuals necessary to complete processes and deliver the desired client experience
- Research: ability to gather information from a system, review, analyze and interpret the results to support a recommendation or solution for a client request
- Written Communications: ability to clearly convey information in written form through email in a way that easily enables the resolution of request
- Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment
Desired Skills:
- Previous QA experience
- Previous retirement account experience
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