Financial Data and Reporting Ops Analyst

Posted Yesterday
2 Locations
In-Office
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Role
The analyst handles moderately complex operations related to credit disputes and tax reporting, involving analysis, research, reconciliation, and data validation while providing support to clients and internal partners.
Summary Generated by Built In

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for handling moderately complex operations processes related to credit disputes, escalations and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies or taxing authorities, consulting with management for support.

This job is responsible for handling moderately complex operations processes related to Credit Disputes, Internal & Executive Escalations. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex research & resolution requests to clients, consumer reporting agencies & consulting with management for support. Responsible for the day-to-day analysis, research, and resolution of varied Credit Furnishing/Dispute concerns. Functions include reviewing defined procedures, analysis/report generation, dispute processing for multiple products on multiple systems of records throughout the day. Handling of Regulatory & Executive Escalations via the Complaint Tracking Tool (CTR), job entails taking inbound/outbound calls (20-30% of day) to clients who have filed a complaint. 

Responsibilities:

  • Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery

  • Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner

  • Performs routine analytics, report creation, and exception processing

  • Identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units and escalates risk concerns, as appropriate

  • Provides quality service and support for internal business partners and external clients

Job Requirements

  • Customer & Client Focus

  • Able to communicate effectively to customers directly via phone/email

  • SPOC/case ownership

  • Attention to detail

  • Strong analytical and problem solving skills

  • Proficient in Microsoft Office products, strong Excel skills

  • Team player who is self-directed and detail oriented

  • Strong written and verbal communication skills Accurate and efficient data entry

  • Ability to work cooperatively with various levels of associates (i.e.: operations, technology, peers, management, etc.) and embrace change with a positive approach

  • Ability to prioritize multiple priorities with adherence to deadlines


Required Skills:

  • Experience making outbound calls as needed

  • Performs moderately complex activities supporting credit disputes, escalations, while following established written procedures and guidelines and ensuring accurate and timely delivery

  • Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner

  • Identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units and escalates risk concerns, as appropriate

  • Provides quality service and support for clients & internal business partners        

Desired Skills:

  • Manages own time well, agreeing priorities. Multi-tasks effectively, works well under pressure and meets tight and changing deadlines

  • Experience with TSYS 9330, IALS System, MSP, Debit Manager

Skills:

  • Customer and Client Focus

  • Oral Communications

  • Written Communications

  • Adaptability

  • Attention to Detail

  • Critical Thinking

  • Problem Solving

  • Active Listening

  • Collaboration

  • Result Orientation

  • Stakeholder Management

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Skills Required

  • Effective communication with customers via phone/email
  • Strong analytical and problem-solving skills
  • Proficient in Microsoft Office products including strong Excel skills
  • Attention to detail and accurate data entry
  • Ability to manage multiple priorities and meet deadlines

Bank of America Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bank of America and has not been reviewed or approved by Bank of America.

  • Fair & Transparent Compensation Pay practices are framed as structured and backed by regular pay-equity analysis, which creates a sense of consistency even when higher pay is desired.
  • Pay Growth & Progression A high U.S. hourly pay floor of $25/hour is positioned as a meaningful baseline for frontline and support roles, improving perceived competitiveness at the lower end.
  • Parental & Family Support Parental leave, family-planning reimbursement, backup care, and “Life Event Services” are presented as substantial supports that strengthen the overall rewards package.

Bank of America Insights

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The Company
HQ: Charlotte, NC
208,000 Employees
Year Founded: 1784

What We Do

We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

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