Cash & Transportation Research Analyst III

North American Transportation Management Institute; Dallas (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Bank of America is seeking an experienced Operations Analyst to resolve research and adjustment inquiries within the bank's practices, handling complex escalated cases with significant monetary value. You will investigate daily inquiries, determine accounting entries, communicate clearly with partners, and document actions for audit trails while contributing to process improvements.

This full-time role requires detail orientation, strong analytical skills, and the ability to manage workload to

Qualifications

• 4+ years of experience in Cash & Transportation Services, cash operations, accounting, transaction research, or related financial services operations.
• Experience applying accounting principles and analytical skills to research transaction discrepancies and determine appropriate resolution.
• Experience partnering with Risk and business partners to address control concerns, processing issues, and operational changes.
• Proven ability to conduct detailed transaction research and analysis to identify discrepancies, determine root cause, and support accurate resolution.
• Proven ability to manage workload and priorities to meet Service Level Agreement (SLA), productivity, quality, and accuracy requirements.
• Proven ability to apply sound judgment and accounting knowledge when researching and resolving complex operational issues.
• Proven ability to identify and escalation operational risks, control concerns, processing issues, and system impacts appropriately.
• Proven ability to identify opportunities to improve process efficiency, accuracy, and operational controls.

Responsibilities

• Assists peers and leadership with resolving complex, time sensitive exceptions.
• Handles escalations received from business partners by providing clean concise communication through email and phone.
• Contributes to improving process efficiencies by supporting the review and validation of departmental procedures.
• Performs routine or complex account maintenance depending on client account type.
• Maintains high-volume portfolios.
• Documents actions taken on behalf of the client.

Skills

Attention to Detail

Critical Thinking

Customer Focus

Pipeline Management

Research

Active Listening

Decision Making

Problem Solving

Written Communications

Adaptability

Collaboration

Risk Management

Education

High School Diploma / GED

Job description

Bank of America is seeking an experienced Operations Analyst to resolve research and adjustment inquiries within the bank's practices, handling complex escalated cases with significant monetary value. You will investigate daily inquiries, determine accounting entries, communicate clearly with partners, and document actions for audit trails while contributing to process improvements.

This full-time role requires detail orientation, strong analytical skills, and the ability to manage workload to