Impactful Transaction Operations Analyst

Bank of America; Pennington (AL); On-site; USD 34,000 - 51,000; Full time

Job summary

Bank of America is seeking a Transaction Management Analyst in the Wealth Management Operations team in Pennington, NJ. The role focuses on moderate transaction processing, reconciliation, and trade support for internal partners and external clients.

You will learn the 401(k) product line, beneficiary services, and collaborate with Call Center Representatives to ensure accurate processing and timely responses. A cooperative, professional attitude and strong communication skills are essential.

Qualifications

• High level of organization and attention to detail required.
• Strong written and verbal communication; able to influence and negotiate.
• Proficient in Microsoft Excel and Word; ability to multi-task and handle multiple projects.

Responsibilities

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written 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

Skills

Attention to Detail

Oral Communications

Written Communications

Prioritization

Problem Solving

Analytical Thinking

Account Management

Coaching

Mentoring

Research

Result Orientation

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Job description

Bank of America is seeking a Transaction Management Analyst in the Wealth Management Operations team in Pennington, NJ. The role focuses on moderate transaction processing, reconciliation, and trade support for internal partners and external clients.

You will learn the 401(k) product line, beneficiary services, and collaborate with Call Center Representatives to ensure accurate processing and timely responses. A cooperative, professional attitude and strong communication skills are essential.