Senior Operations Analyst - US
JOB SUMMARY
Pennington, New Jersey
Posted 10/07/23
Time Type: Full time
Job ID: JR-23018485
Travel: No
Primary Location: 1400 American Blvd, NJ, Pennington, 08534
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
This role is responsible for moderately complex transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. These transactions and requests may carry high levels of monetary risk.
Additional responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Individuals should be well versed in operational processes, and assist in training for less experienced team members.
Responsibilities
• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established guidelines and procedures
• Responds to moderately complex client inquiries through numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and/or exceptions
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
Skills:
• Oral Communication
• Written Communication
• Customer Focus
• Research
• Problem Solving
• Collaborating
• Multitasking
• Organization
• Time Management
• Microsoft Excel
• Microsoft Outlook
• System Navigation
• Investment Products and Solutions
Required
• Excellent interpersonal skills
• Proven ability to effectively service/resolve client inquiries
• Strong oral and written communication skills
• Ability to work effectively and efficiently as an individual contributor in a team environment
• Positive and professional attitude in a team oriented fast paced work environment
• Strong analytical and problem-solving skills
• Be able to adhere to the industry and IRS rules and regulations
• Desired Skills: Proficient with Microsoft Office, Outlook, Word and Excel•
Strong understanding of rules and regulations, policies and standards
• Ability to create and/or run macros.
• College Degree preferred
Shift:
1st shift (United States of America)
Hours Per Week:
40
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