#JR-25014846
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.
Responsibilities:
Performs complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
Responds to complex client inquiries via numerous channels to support operational efficiency and quality client service
Responsible for the analysis and resolution of 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
Line of Business Description:
The Institutional Retirement Benefits, Payroll and Disbursements team within Wealth Management Operations provide onboarding, plan maintenance and operational support for Institutional and Personal Retirement clients for product lines offered through Bank of America Workplace Benefits.
Required Skills:
Client Communication
Policies, Procedures & Guidelines
Attention to Detail
Independent Work-Ethic
Prioritization of Deliverables
Problem Solving
Written and Oral Communications
Work In Team Environment
Result Orientation
Desired Skills:
Customer and Client Focus
Oral Communications
Prioritization
Problem Solving
Account Management
Analytical Thinking
Coaching
Written Communications
Research
Result Orientation
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:
40
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