Accounts Onboarding & Operations Analyst

Bank of America; Northern (KY); Hybrid; USD 34,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

On-site work

Competitive healthcare

Job summary

Bank of America is seeking an Offboarding Specialist to support the Private Bank Offboarding team in processing account closures, asset transfers, and related documentation. The role requires meticulous attention to detail, strong communication across channels, and adherence to structured procedures.

The position involves interfacing with internal partners and external clients, ensuring accuracy, and managing moderately complex inquiries within a typical 40-hour workweek.

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

Data accuracy

Follow detailed instructions

Email & chat communication

Flexible hours 8am–6pm

Tools

Microsoft Office

Job description

Bank of America is seeking an Offboarding Specialist to support the Private Bank Offboarding team in processing account closures, asset transfers, and related documentation. The role requires meticulous attention to detail, strong communication across channels, and adherence to structured procedures.

The position involves interfacing with internal partners and external clients, ensuring accuracy, and managing moderately complex inquiries within a typical 40-hour workweek.