Account Management Ops Consultant
Charlotte, North Carolina
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Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for complex activities supporting the creation and maintenance of accounts including onboarding and maintenance of accounts, and reviewing required account documentation. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. Job expectations include supporting projects, initiatives, and preparing executive-level reports and presentations while providing subject matter expertise.
LOB Description:
Operations team that manages the creation and maintenance of account level reference data, including standing settlement instructions, to facilitate the processing and settlement of trades across all global market product classifications. In addition the team receives, digitizes and reports on account level documentation in order to meet firm and client regulatory requirements.
What you'll do:
The RDM Account Management Operations Analyst plays a fundamental and influential role in delivering process control and efficiency enhancements, enabling the team more time to focus on the client. In addition, the individual serves as a leader and escalation contact for the team. You will join a close-knit and industrious group of professionals where you will soon begin impacting the business and our clients by:
Developing deep product and operational knowledge of account onboarding and maintenance across multiple products and jurisdictions within global markets for institutional clients
Researching and resolving key business and risk problems while partnering with front office, operations, and technology business partners
Engaging in cross-team collaboration and gaining exposure to diverse product lines
Building and maintaining strong relationships with internal and external business partners in the US, UK, and Asia
Exploring methods to enhance processes, further reduce risks, and boost client satisfaction
What sets you apart?
Intellectual curiosity, passion, and self-motivation
Excellent time management and prioritization skills, with ability to meet tight deadlines
Responsibilities:
Leads end-to-end resolution of complex client issues and inquiries, including research, escalation, and approvals for items with high levels of monetary risk
Drives execution of complex financial and non-financial client transactions- Supports process improvements, requirements, and initiatives across multiple stakeholders
Performs quality assurance reviews, testing, and training to ensures high performance accuracy of performance metrics and quality standards
Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation
Reviews and updates procedures as needed to ensure they are accurate and up-to-date
Supports operational team projects and production of executive-level reports and presentations for senior management as needed
Required Qualifications:
Intellectual curiosity, passion, and self-motivation
Excellent time management and prioritization skills, with ability to meet tight deadlines
Strong sense of teamwork and collaboration
Risk management awareness
Critical thinking, creativity, and problem solving skills
Highest degree of integrity / ethical standards and sound judgment
Intermediate excel skills
2+ years in finance operations
Desired Qualifications :
Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
Excels in working among diverse viewpoints to determine the best path forward.
Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
Commitment to challenging the status quo and promoting positive change.
Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.
Skills:
Account Management
Analytical Thinking
Continuous Improvement
Customer and Client Focus
Research
Attention to Detail
Coaching
Critical Thinking
Problem Solving
Written Communications
Decision Making
Mentoring
Networking
Prioritization
Result Orientation
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) .
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
