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!
Job Description:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Line of Business Description:
Responsibilities:
Performs an assessment of trade correction requests, then sends communications to complete the correction per established guidelines and procedures
Research and resolves trade errors, allocations and discrepancies found in routine reports
Responds to internal and external partner inquiries related to trade corrections and error resolution via email, phone, or workflow systems, escalating more challenging issues to leadership ensuring operational efficiency and quality client service
Understand 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 the work affects other operational units
Job Required Qualifications:
Minimum 1 year experience with financial industry product support
Demonstrated ability to manage a personal caseload and organize work to meet daily/weekly SLAs
Ability to use Microsoft Excel to run macros, apply filters and understand PivotTables
Experience using Microsoft Outlook to manage and organize daily email communications
Job Desired Qualifications:
Experience reviewing/booking trades or resolving trade exceptions/corrections for mutual funds, fixed income, equities, or money markets
Coursework or work experience in operations, finance, or accounting
Skills:
Attention to Detail
Customer and Client Focus
Oral Communications
Prioritization
Problem Solving
Account Management
Analytical Thinking
Coaching
Written Communications
Mentoring
Research
Result Orientation
Numerical Reasoning
Shift:
1st shift (United States of America)Hours Per Week:
40Skills Required
- Minimum 1 year experience with financial industry product support
- Demonstrated ability to manage a personal caseload and meet daily/weekly SLAs
- Ability to use Microsoft Excel to run macros, apply filters and understand PivotTables
- Experience using Microsoft Outlook to manage and organize daily email communications
- Experience reviewing/booking trades or resolving trade exceptions/corrections for mutual funds, fixed income, equities, or money markets
- Coursework or work experience in operations, finance, or accounting
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.
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Fair & Transparent Compensation — The $25/hour U.S. minimum wage, reaffirmed in recent company materials, sets a clear compensation floor that lifts entry-level and operations pay. Public salary information and disclosures provide visible benchmarks for pay across roles.
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Parental & Family Support — Parental leave extends up to 26 weeks with 16 weeks fully paid for eligible teammates, alongside backup child and adult care and a dedicated Life Event Services team. Family-building assistance offers up to a $20,000 lifetime reimbursement and bereavement leave provides 20 paid days for loss of a spouse, partner, or child.
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Retirement Support — Retirement programs include a 401(k) match up to 5% of eligible pay plus an additional 2–3% annual company contribution based on service. These employer contributions add meaningful long-term value beyond base pay.
Bank of America Insights
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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