Senior Operations Manager | BPRO Financial Transaction Review

Bank of America • Pennington, AL

20h • $72,100 - $109,200 • Onsite

About The Position

This job is responsible for managing a unit for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving highly complex problems, ensuring compliance with policies, and developing and implementing new processes to improve operating efficiency and ensure accuracy of workflow. Job expectations include managing employee performance, development, talent planning, and overseeing the budget, expenses, reporting, and forecasting.

Upon the receipt of brokerage transaction requests requiring additional review, the Transaction Processing team ensures transactions are validated for accuracy and completeness. Once the review is completed, the team manages the resolution of transaction requests to support the secure, reliable movement of client assets and funds.

Requirements

• Minimum of 4 years of experience in operations, finance, accounting, or a related function within a regulated or process-driven environment, including experience managing or leading a team
• Experience overseeing operational processes, ensuring adherence to established procedures, service levels, risk controls, and regulatory requirements
• Experience reviewing financial transactions, operational activity, or complex documentation to identify discrepancies, mitigate risk, and support accurate decision-making
• Experience managing workflow, staffing, or capacity planning activities to meet business priorities and operational performance objectives
• Experience analyzing operational metrics, reporting, or performance trends to identify issues, improve processes, and support business decision-making

Nice To Haves

• Experience managing operations within financial services, wealth management, banking, accounting, or other highly regulated industries
• Experience supporting budgets, forecasting activities, resource planning, or operational capacity management
• Experience leading process improvement initiatives through the use of operational metrics, quality reviews, or performance reporting
• Advanced experience using Microsoft Excel to analyze data, identify trends, and support operational reporting
• General knowledge of brokerage transactions, investment products, account servicing, or transaction processing operations

Responsibilities

• Oversees end-to-end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines by overseeing transaction reviews to confirm authorization, documentation, funding availability, and risk requirements before approval decisions
• Develops and analyzes procedures to enhance unit and/or product-related activities and oversees budget and expense management, reporting, and forecasting for designated areas by directing transaction review practices and ensuring consistent execution of approval, exception, and return workflows
• Manages staffing levels and capacities, prioritizes employee development by providing effective coaching and training, and shares constructive feedback to drive Operational Excellence by aligning team resources to transaction volumes and coaching associates on complex financial transaction reviews
• Implements improvements to drive the growth to the overall processes and identifies data, metrics, and key performance indicators to measure process effectiveness by monitoring transaction approvals, exceptions, and returns to improve accuracy, efficiency, and service levels
• Aligns bank priorities and strategies to employee metrics and goals, evaluates employee progress, and strives to recognize, encourage, and improve team performance to support an inclusive work environment by setting expectations for quality, risk management, and timely transaction decisions while supporting employee development and performance outcomes
• Creates an inclusive team where members are treated fairly and respectfully
• Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement
• Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results
• Leads and encourages the identification, escalation and resolution of potential risks
• Knows and develops team members through coaching and feedback
• Manages expenses and demonstrates an owner’s mindset
• Recruits, on-boards and develops talent, and supports talent mobility for career growth
• Delivers results through effective team management, structure, and routines

Benefits

• Access to paid time off
• Resources and support to our employees
• Discretionary incentive eligible
• Annual discretionary award based on individual performance, line of business performance, and company success

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed