Impactful Account Servicing & Transaction Ops Analyst

Bank of America; Addison (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America in Addison, TX seeks a detail-oriented Operations Associate to support account servicing and transaction processing. You will review, validate and process transaction requests, resolve discrepancies, and work with partners to ensure risk controls are followed.

This role requires familiarity with Excel, strong communication, and the ability to manage mid-to-high volume workflows. The position emphasizes accuracy, teamwork, and a commitment to delivering strong client service

Qualifications

• 2+ years of experience in operational processes following established procedures, service levels, and control requirements
• 1 year of experience using multiple systems and applications to complete operational tasks
• Experience reviewing operational transactions, financial activity, or client documentation for accuracy, completeness, and compliance
• Experience managing high-volume workflows and meeting service level expectations
• Experience researching and resolving operational exceptions, discrepancies, or escalated issues
• Experience using Microsoft Excel to analyze data, reconcile information, or support operational reporting (VLOOKUP, pivot tables)
• Experience in general accounting and financial reporting principles

Responsibilities

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to established guidelines and procedures
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
• Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
• Reviews and validates transaction requests and supporting documentation and resolves any gaps, then executes moderately complex transaction processing according to guidelines
• Researches and resolves regulatory risk points, data discrepancies or missing documentation errors
• Responds to requestor and internal partner inquiries related to account servicing, transaction status, or documentation requirements and escalates more challenging issues to leadership
• 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

Skills

Attention to Detail

Customer and Client Focus

Oral Communications

Prioritization

Problem Solving

Account Management

Analytical Thinking

Coaching

Written Communications

Mentoring

Research

Result Orientation

Job description

Bank of America in Addison, TX seeks a detail-oriented Operations Associate to support account servicing and transaction processing. You will review, validate and process transaction requests, resolve discrepancies, and work with partners to ensure risk controls are followed.

This role requires familiarity with Excel, strong communication, and the ability to manage mid-to-high volume workflows. The position emphasizes accuracy, teamwork, and a commitment to delivering strong client service