Accounts Operations & Onboarding Analyst

Bank of America; South Dakota; On-site; USD 34,000 - 47,000; Full time

Job summary

Bank of America in the United States is seeking a detail-oriented specialist to support the creation, onboarding and maintenance of client accounts under established guidelines. The role emphasizes quality service, efficient operations, and collaboration with internal partners and external clients to ensure accurate processing.

You will respond to inquiries, review documentation, assess risks, and escalate when needed, working with a team that values a strong compliance mindset, timely

Qualifications

• Experience evaluating highly detailed client documents for accuracy, completeness and compliance with specific requirements to approve completion of work
• Experience finding errors and working with partners to resolve issues
• Strong written and verbal communication skills for effective phone and email interaction with internal partners
• High attention to detail with the ability to follow established procedures
• Experience managing a case load and prioritizing tasks effectively
• Ability to use multiple systems and applications to complete individual tasks accurately and efficiently

Responsibilities

• Reviews 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

Numerical Reasoning

Job description

Bank of America in the United States is seeking a detail-oriented specialist to support the creation, onboarding and maintenance of client accounts under established guidelines. The role emphasizes quality service, efficient operations, and collaboration with internal partners and external clients to ensure accurate processing.

You will respond to inquiries, review documentation, assess risks, and escalate when needed, working with a team that values a strong compliance mindset, timely