Account Management Ops Analyst
Charlotte, North Carolina, United States
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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 moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.
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 RDS 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
Responsibilities:
Global Market Operations recruits highly motivated individuals who can help the firm and its clients facilitate business. Professionals in Operations come from various academic and professional backgrounds and display the following qualities and attributes:
Performs onboarding and maintenance of accounts and reviewing required account documentation.
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Reviews and approves required account documentation
Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
Performs moderate levels of research, follow-up and resolution of more complex routine research requests
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
Commitment to delivering excellence
Excellent verbal and written communication skills with ability to communicate with various stakeholders at senior levels
Proficiency in Microsoft Copilot for workflow automation, data insights, and productivity optimization.
Ability to analyze large datasets and generate actionable insights. Familiarity with visualization tools and dashboards.
Understanding of AI-driven tools, automation platforms, and digital transformation trends
Moderate to advanced proficiency, including pivot tables, V and X lookups, other complex complex formulas, and data modeling
Experience with Alteryx for data preparation and advanced analytics
-Experience with LRR (Law Rule Regulatory) requirements associated with Global Market Accounts, including interpretation, validation, and compliance requirements.
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
Customer and Client Focus
Oral Communications
Research
Analytical Thinking
Attention to Detail
Collaboration
Problem Solving
Prioritization
Recording/Organizing Information
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.
View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) " poster.
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.
