Transaction Management Ops Consultant

Bank of America•Charlotte, NC

14d•Onsite

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! Job Description: This job is responsible for independently processing complex transactions supporting the movement of account assets and other fulfillment processing. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. Job expectations include supporting projects, initiatives and preparing executive-level reports and presentations.

Requirements

Proven ability to multi-task and perform effectively in high‑pressure environments
Strong proficiency in PC and Microsoft Office applications (Excel, Word, Access, etc.)
Excellent verbal and written communication skills
Strong interpersonal skills and demonstrated success working in a team-oriented environment
Exceptional time-management and organizational abilities
Ability to deliver proactive, innovative process improvements that meet deadlines and minimize operational risk
Ability to navigate complex organizations, lead meetings, and oversee key processes

Nice To Haves

Multiple years of Clearing (P&S) or trade support experience in Equities, Fixed Income, Options, or a combination of these products
Background or education in data science, with the ability to interpret data and identify opportunities for process change or improvement
Skills: Risk Management
Written Communications
Active Listening
Attention to Detail
Critical Thinking
Oral Communications
Problem Solving
Adaptability
Collaboration
Prioritization

Responsibilities

Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk
Drives execution of complex financial and non-financial client transactions
Supports process improvements, requirements, and initiatives across multiple stakeholders
Performs quality assurance reviews, testing, and training to ensures high performance accuracy of performance metrics and quality standards
Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation
Reviews and updates written procedures to ensure accuracy
Supports operational team projects and production of executive-level reports and presentations for senior management as needed

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