Transaction Operations & Reconciliation Specialist

National Black MBA Association; Northern (KY); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Bank of America is seeking a detail-oriented professional to support moderately complex transaction processing and account servicing. The role emphasizes reconciliation, settlement, and ensuring quality service for internal partners and clients.

Responsibilities include reviewing requests, resolving gaps, and escalating when needed, while maintaining adherence to established guidelines and risk controls. A collaborative, in-office culture with flexible role-based arrangements is highlighted.

Qualifications

• Minimum of 2 years of experience executing operational processes.
• Minimum of 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 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.

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

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 a detail-oriented professional to support moderately complex transaction processing and account servicing. The role emphasizes reconciliation, settlement, and ensuring quality service for internal partners and clients.

Responsibilities include reviewing requests, resolving gaps, and escalating when needed, while maintaining adherence to established guidelines and risk controls. A collaborative, in-office culture with flexible role-based arrangements is highlighted.