Accounts Onboarding & Operations Analyst

National Black MBA Association; Northern (KY); Hybrid; USD 71,635,000 - 98,369,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Job summary

Bank of America is seeking a detail-oriented Offboarding Specialist to support account closure activities and document reviews in a fast-paced Private Bank environment.

You will handle asset and cash movements with moderate independence, while escalating risks and guiding clients through updates and requirements. This role emphasizes accuracy, collaboration, and process efficiency, with onsite expectations as needed.

Qualifications

• Ability to find and resolve data inconsistencies in highly detailed documents and systems.
• Ability to follow detailed instructions.
• Experience interacting with partners via email and chat.
• Ability to be flexible within the hours of 8:00 AM – 6:00 PM Monday through Friday.

Responsibilities

• Performs offboarding of accounts and reviews required account documentation by finding requirements and completing account closure activities.
• Reviews and approves required account documentation by confirming distribution plans, needed approvals and supporting documents before starting asset or cash movement.
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests by monitoring asset and cash transfers, tracking account activity and resolving open items through completion.
• Proactively finds risk and opportunities for process improvement based on an understanding of how the work affects other operational units by finding issues during quality review, addressing gaps and escalating risks or improvement opportunities.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service by providing updates to client teams on request status, outstanding requirements and completion outcomes.
• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work affects other operational units.

Skills

Account Management

Customer Focus

Oral Communications

Research

Analytical Thinking

Attention to Detail

Collaboration

Problem Solving

Prioritization

Recording/Organizing Information

Result Orientation

Job description

Bank of America is seeking a detail-oriented Offboarding Specialist to support account closure activities and document reviews in a fast-paced Private Bank environment.

You will handle asset and cash movements with moderate independence, while escalating risks and guiding clients through updates and requirements. This role emphasizes accuracy, collaboration, and process efficiency, with onsite expectations as needed.