SS&CO Private Bank Settlement Support - Transaction Mgmt. Operations Analyst

Bank of America • Addison, TX

78d

About The Position

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!

Requirements

• Proficiency in Microsoft Excel.
• Ability to pick up new concepts and routines quickly.
• Ability to learn how to research more complex issues and make connections to processes across the department.
• Excellent written and verbal communication skills.
• Strong work ethic and ability to quickly process large amounts of data.
• Previous experience in financial services, especially within operations.
• Basic understanding of investment income.

Nice To Haves

• Proactive approach to responsibilities.
• Organized with effective time management.
• Can analyze and process incoming payments with high accuracy.
• Comfortable balancing and reconciling large amounts of income.

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.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities