Transaction Management Ops Representative
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for standard 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. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.
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Responsibilities:
- Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
- Responds to client inquiries via numerous channels to support operational efficiency and quality client service
- Performs basic research, follow-up and resolution of routine research requests
- Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
- Provides general operational support including handling inbound calls, mail sorting, and mail distribution
Skills:
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Recording/Organizing Information
- Written Communications
- Account Management
- Analytical Thinking
- Prioritization
- Collaboration
- Mentoring
- Research
- Result Orientation
Line of Business Job Description:
TRACE Reporting Team - Monitoring and Reporting or Fixed Income and Equity Trades to FINRA.
Required Skills:
- Strong Excel Skills are critical
- Attention to detail
- Strong Written Skills
- Strong Verbal Skills
- Ability to learn from training done both in person and virtually
- Work in the office 3 days a week, with option to work from home 2 days
Desired Skills:
- Works well with others / in a team environment
- Ability to Multi Task
- Receptive to Feedback
- Dedication to work
Shift:
1st shift (United States of America)
Hours Per Week:
40
Perks and Benefits
Health and Wellness
- FSA
- HSA
- On-Site Gym
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
Work Flexibility
Office Life and Perks
Vacation and Time Off
- Leave of Absence
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Sabbatical
Financial and Retirement
- Performance Bonus
- Company Equity
- 401(K) With Company Matching
Professional Development
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Tuition Reimbursement
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program