Bank of America

Transaction Management Ops Representative

Posted 5 Days Ago

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2 Locations

In-Office

Junior

Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy

The Role

Responsible for standard transaction processing, reconciliation, and settlement support while providing quality service to internal partners and clients. Operates independently and escalates complex issues as needed.

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 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
Client and Business Focus
Excellent Oral Communication
Problem Solving
Recording/Organizing Information
Excellent Written Communication
Account Management
Analytical and Critical Thinking
Prioritization
Collaboration
Research
Result Orientation
Financial Accounting

Line of Business Job Description: Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Banking & Personal Retirement Operations teams execute manual operational processes and monitor automated processes to accurately move assets in and out of high net worth accounts such as the deposit and disbursement of funds from wire transfers, checks, and ACH while performing completeness, accuracy and risk assessments of transactions. Assets are investments or securities that have value and can be exchanged, owned, or sold to produce a profit or future benefits, for example cash, stocks and bonds, mutual funds, money markets, fixed incomes, and equities.After a client submits a request to set up the Bill Pay service, through internal business partners, the Private Bank Bill Pay team enters the payment accurately and timely into the system. Additionally, this team ensures the information in the request remains accurate in the system until it can be fulfilled and corrects any related errors or issues after the transaction is complete. These transaction management activities are performed when a request is received in a queue, shown in a report or when an internal partner notifies the team.Required Skills:

1+ years workflow management related experience
PC skills (Excel a plus)
Ability to make sound decisions, solve problems and exhibit a continuous improvement orientation
Excellent analytical and critical thinking skills
Strong interpersonal skills and extremely resourceful
Strong verbal and written communication skills
Proven ability to complete projects according to outlined scope and timeline
Ability to efficiently multi-task with excellent time management

Desired Skills:

Adaptability
Attention to Detail
Business Operations Management
Client and Business Focus
Policies, Procedures, and Guidelines Management
Collaboration
Issue Management
Organizational Effectiveness
Prioritization
Problem Solving
Confronting Bias
Self Starter

This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.

Shift:

1st shift (United States of America)

Hours Per Week:

Top Skills

Excel

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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.