Cash & Transportation Research Specialist III

Bank of America; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a detail-oriented Cash Operations Analyst to resolve daily research and adjustment inquiries within our bank’s procedures. You will investigate, determine accounting entries, and manage dispositions while handling higher-complexity cases with potential large monetary values.

Role emphasizes collaboration with Risk and business partners, spending time on process improvements and maintaining accuracy across high-volume portfolios.

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.

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 and Client Focus

Pipeline Management

Research

Active Listening

Decision Making

Problem Solving

Written Communications

Adaptability

Collaboration

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a detail-oriented Cash Operations Analyst to resolve daily research and adjustment inquiries within our bank’s procedures. You will investigate, determine accounting entries, and manage dispositions while handling higher-complexity cases with potential large monetary values.

Role emphasizes collaboration with Risk and business partners, spending time on process improvements and maintaining accuracy across high-volume portfolios.