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Bank Of America Account Management Ops Analyst - Private Bank United States, New Jersey 568303419
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Responsibilities:
- Performs onboarding and maintenance of accounts and reviewing required account documentation.
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Reviews and approves required account documentation
- Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
- Performs moderate levels of research, follow-up and resolution of more complex routine research requests
- Account Management
- Customer and Client Focus
- Oral Communications
- Research
- Analytical Thinking
- Attention to Detail
- Collaboration
- Problem Solving
- Prioritization
- Recording/Organizing Information
- Result Orientation
- Performs an accuracy, completeness and risk assessment of documentation or client account information, identifies and resolves any discrepancies or gaps, then approves/declines the request for account opening or maintenance according to the established written guidelines and procedures.
- Researches and resolves incomplete submissions by utilizing procedures and established guidelines and engaging support partners when needed.
- Responds to internal business partner inquiries related to requests via phone and email and escalates more challenging issues to leadership as needed.
- Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work impacts other operational units.
- Prioritization
- Research
- Analytical Thinking
- Recording/Organizing Information
- Attention to Detail
- Numerical Reasoning
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