Private Bank Onboarding & Accounts Operations Analyst

Bank of America; Pennington (NJ); On-site; USD 34,000 - 47,000; Full time

Job summary

Bank of America in Pennington, NJ is seeking a Private Bank Onboarding and Maintenance associate to support account openings, updates and client service. The role involves reviewing documentation, coordinating with internal partners, and ensuring accuracy in processing requests.

The position requires handling moderately complex inquiries, contributing to process improvements, and working on-site with a 40-hour workweek.

Qualifications

• Ability to find and resolve data inconsistencies in highly detailed documents and systems
• Ability to follow detailed instructions
• Experience interacting with partners via email and chat
• Ability to be flexible within the hours of 8:00 AM - 6:00 PM Monday through Friday

Responsibilities

• Performs onboarding and maintenance of accounts and reviewing required account documentation by validating items for good order, and completing required updates by reviewing requests and supporting documents to determine requirements and complete account openings or updates
• Reviews and approves required account documentation by approving or completing cases and obtaining legal review or approved exceptions when needed by validating documentation before initiating funding and account setup activities
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests by monitoring asset and cash transfers, resolving outstanding items, and completing final request reviews
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service by providing status updates, returning items for missing information, and confirming when requests are completed by communicating outstanding requirements and confirming completion of account requests
• Proactively finds risk and opportunities for process improvement based on an understanding of how the work affects other operational units by executing control reports and storing required evidence by performing quality reviews, correcting defects, and ensuring accounts are opened or updated accurately
• 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 based on an understanding the work affects other operational

Skills

Account Management

Customer and Client Focus

Oral Communications

Research

Analytical Thinking

Attention to Detail

Collaboration

Problem Solving

Prioritization

Recording/Organizing Information

Result Orientation

Job description

Bank of America in Pennington, NJ is seeking a Private Bank Onboarding and Maintenance associate to support account openings, updates and client service. The role involves reviewing documentation, coordinating with internal partners, and ensuring accuracy in processing requests.

The position requires handling moderately complex inquiries, contributing to process improvements, and working on-site with a 40-hour workweek.