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.
Main point of contact for Prime Brokerage Clients for settlement related queries within BofA across products, markets, entity, trade status. Candidate must provide premium Client service and manage the risk and exposure of the clients' trading activity. Continuous Improvement efforts in the form of process enhancements, client analysis, or pushing strategic change are key in the role and achieving operational efficiency. Directly interacting with Clients on a daily basis, you will be the main point of contact for clients and business partners on all settlement operational issues.
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
- Resolution and escalation of matched and unmatched trades for Clients settling in the Americas markets (US, Canada and Latin America).
- Timely response to client queries regarding the settlement of their trades.
- Client fails reporting
- Break reconciliation investigation and resolution
- Performing and presenting client metrics analysis, being able to articulate a story via data with the aim to be an influencer for efficiency.
Required Qualifications:
- 1-3 years of financial services experience
- Presentable, confident and client focused.
- Client facing experience or ability to conduct discussions with Clients in a confident manner.
- Excellent communications skills and ability to present to an audience.
- Ability to work under pressure in a team environment.
- Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.
- Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
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:
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Account Management
- Analytical Thinking
- Coaching
- Written Communications
- Mentoring
- Research
- Result Orientation
Shift:
1st shift (United States of America)Hours Per Week:
40Skills Required
- 1-3 years of financial services experience
- Client-facing experience or ability to conduct discussions with clients confidently
- Excellent communication skills and ability to present to an audience
- Ability to work under pressure in a team environment
- Self-motivated and able to work unsupervised
- Ability to manage time independently and know when to escalate
- Ability to liaise with all levels of the firm and people with different experiences and backgrounds
- Innovation and creative problem-solving mindset
- Ability to work among diverse viewpoints
- Experience connecting with diverse clients to understand future business needs
- Commitment to challenging the status quo and promoting positive change
- Interest in advancing tools, technology, and ways of working
- Commitment to diversity and serving diverse clients and employees
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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Healthcare Strength — Health coverage is described as comprehensive, with medical, dental, vision, virtual care via Teladoc, wellness programs, and specialized support for cancer and menopause. Wellness credits and an always‑on EAP with in‑person sessions add to the depth of care.
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Parental & Family Support — New parents can access up to 26 weeks of leave, including 16 weeks fully paid for eligible teammates, alongside back‑up child and adult care. Family‑building resources and reimbursements (e.g., fertility, adoption, surrogacy) and a dedicated Life Event Services team extend support across life stages.
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Equity Value & Accessibility — Broad‑based equity through the Sharing Success program, including $1B in stock to nearly all non‑executive employees in January 2026, is intended to foster an ownership mindset. Stock awards (including RSUs) are a recurring component that aligns employees’ interests with shareholders.
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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