Private Bank Account Management Ops Analyst

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Private Bank Account Management Ops Analyst

Apply locations Pennington time type Full time posted on Posted Yesterday job requisition id 25016210

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 a diverse and 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 Responsibilities:

This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service.
• Reviews and approves required account documentation.
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units.
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests.

Skills:

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Analytical Thinking
• Attention to Detail
• Collaboration
• Problem Solving
• Prioritization
• Recording/Organizing Information
• Result Orientation

Required Skills:

• Organizational and time management skills
• Ability to manipulate data using spreadsheets and other similar desktop applications.
• Knowledge of Various Investment Types (stocks, bonds, mutual funds, etc.)
• Experience, knowledge of or studies related to Finance or Accounting.
• Ability to prioritize and handle multiple job-related duties efficiently while exercising sound judgment to ensure all quality measurements, deadlines and business objectives are met.
• Proven history of effective ownership and accuracy.
• Ability to work independently while effectively managing and finding resolution to complex situations. Exhibit professionalism in all situations.
• Embrace and can be a catalyst for change.

Desired Skills:

• 1+ year(s) of Legal Document Review (not required)
• Proficient with Microsoft Office, Outlook, Word and Excel.
• An understanding of technology and the ability to incorporate that understanding into process improvements.

Shift:

1st shift (United States of America)

Hours Per Week:

40

About Us

Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.