Transaction Operations Analyst - Reconciliation & Client Support

Bank of America; Chandler (AZ); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America is seeking an Operations Associate in Chandler, AZ to support account creation, onboarding and maintenance with a focus on accuracy and service quality. You'll work with internal partners and external clients, handling transactions and documentation according to established procedures.

The role requires 2+ years of operational experience, strong Excel skills, and the ability to manage high-volume workflows while ensuring compliance and risk controls.

Qualifications

• Minimum of 2 years of experience executing operational processes following established procedures, service levels, and control requirements
• Minimum of 1 year of experience using multiple systems and applications to complete operational tasks accurately and efficiently
• Experience reviewing operational transactions, financial activity, or client documentation for accuracy, completeness, and compliance with established requirements
• Experience managing high-volume workflows and consistently meeting established service level expectations
• Experience researching and resolving operational exceptions, discrepancies, or escalated issues while adhering to established controls and risk management practices
• Experience using Microsoft Excel to analyze data, reconcile information, or support operational reporting by using v-lookup, pivot tables etc.
• Experience in general accounting and financial reporting principles

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
• Performs a review and validation of transaction requests and supporting documentation and resolves any gaps, then executes moderately complex transaction processing according to the established guidelines and procedures
• Researches and resolves regulatory risk points, data discrepancies or missing documentation errors received via reports or requests, according to the established guidelines and procedures, and engaging support partners as needed
• Responds to requestor and internal partner inquiries related to account servicing, transaction status, or documentation requirements and escalates more challenging issues to leadership as needed
• 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 of how the work impacts other operational units

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 is seeking an Operations Associate in Chandler, AZ to support account creation, onboarding and maintenance with a focus on accuracy and service quality. You'll work with internal partners and external clients, handling transactions and documentation according to established procedures.

The role requires 2+ years of operational experience, strong Excel skills, and the ability to manage high-volume workflows while ensuring compliance and risk controls.