Financial Data and Reporting Ops Representative

Bank of America; Jacksonville (TX); On-site; USD 34,000 - 39,000; Full time

Job summary

Bank of America is seeking a Financial Operations Specialist to support consumer credit disputes, tax reporting and data validation. The role involves data entry, research, and ensuring timely processing under established procedures.

Responsibilities include handling routine requests, reconciling data, and maintaining accuracy while meeting SLAs and KPIs. Overtime is possible during tax season and the position offers competitive benefits.

Qualifications

• Proficient PC skills including Microsoft Office and Excel.
• Demonstrate ability to navigate multiple systems.
• Excellent organization and prioritization to meet deadlines and KPIs.
• Proven ownership and accuracy in work.

Responsibilities

• Performs standard activities supporting credit disputes, escalations and tax reporting.
• Performs basic research and resolution of routine financial data requests.
• Reviews documents to identify and resolve issues.
• Validates financial data and reports against system of record.
• Identifies issues and escalates risk as appropriate.
• Provides quality service to internal partners and external clients.

Skills

Microsoft Office

Excel

System navigation

Organization

Communication

Attention to Detail

Problem Solving

Time Management

Customer Service

Education

College Degree Preferred

Job description

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’s physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths – whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

About the Job

Responsible for completion of standard operations processes related to consumer credit disputes, escalations and tax reporting. Key responsibilities include data entry, reporting data validation, case investigation, reconciliation requests, and client inquiry workflows. Job expectations include supporting standard transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies and taxing authorities, while following established written procedures under moderate supervision.

Consumer and Wealth Tax Operations

Responsible for the multiple tax related functions to support IRS and State regulatory required tax reporting, withholding payments, and cost basis updates, primarily on behalf of Wealth Management Investment and retirement accounts.

Financial Data and Reporting Operations Representative

Responsible for information reporting to the IRS for International and retirement accounts. Mandatory overtime is required during tax season, which is generally January-April. This may include up to 6 day work weeks and an additional 1-2 hours daily Monday-Friday or on bank holidays based on business needs.

Key Responsibilities

• Performs standard activities supporting credit disputes, escalations and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery.
• Performs basic research, follow-up, and resolution of routine financial data research requests.
• Reviews relevant documents and forms to identify and resolve issues.
• Validates financial data and reports against system of record.
• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate.
• Provides quality service and support to internal partners and external clients.

Required Skills

• Proficient PC skills including Microsoft Office applications and especially Excel.
• Demonstrate a proven ability to navigate multiple systems simultaneously.
• Excellent organization skills; ability to prioritize and handle multiple job related duties efficiently while exercising sound judgment to ensure SLA, strict deadlines and business KPIs are met.
• Proven history of effective ownership and accuracy.
• Possess the ability to work independently while effectively managing and finding resolution to complex situations.
• Communicate effectively including excellent listening skills and professional phone/email etiquette.
• Exhibit professionalism in all situations.

Desired Skills

• College Degree Preferred.
• Operations experience a plus.
• Active Listening.
• Customer and Client Focus.
• Research.
• Attention to Detail.
• Critical Thinking.
• Decision Making.
• Account Management.
• Continuous Improvement.
• Problem Solving.
• Risk Management.

Shift, Hours, Location and Pay

Shift: 1st shift (United States of America)

Hours Per Week: 40

Location: US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150)

Pay range $25.00 - $28.83 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay. This role is compensated with a base salary and is not incentive eligible.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Company Culture and Values

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

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