Transaction Management Ops Representative

Sorry, this job was removed at 04:23 p.m. (CST) on Monday, Jul 28, 2025
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Dallas, TX
In-Office
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Role

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 standard 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. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.

Responsibilities:

  • Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
  • Responds to client inquiries via numerous channels to support operational efficiency and quality client service
  • Performs basic research, follow-up and resolution of routine research requests
  • Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
  • Provides general operational support including handling inbound calls, mail sorting, and mail distribution

Skills:

  • Attention to Detail
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Recording/Organizing Information
  • Written Communications
  • Account Management
  • Analytical Thinking
  • Prioritization
  • Collaboration
  • Mentoring
  • Research
  • Result Orientation

Line of Business Job Description:

TRACE Reporting Team – Monitoring and Reporting or Fixed Income and Equity Trades to FINRA.

Required Skills:

  • Strong Excel Skills are critical
  • Attention to detail
  • Strong Written Skills
  • Strong Verbal Skills
  • Ability to learn from training done both in person and virtually
  • Work in the office 3 days a week, with option to work from home 2 days

Desired Skills:

  • Works well with others / in a team environment
  • Ability to Multi Task
  • Receptive to Feedback​
  • Dedication to work

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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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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