Transaction Management Ops Analyst | BPRO Money Movement and Settlement

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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.

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

Skills:

• Attention to Detail

• Customer and Client Focus

• Oral Communications

• Prioritization

• Problem Solving

• Account Management

• Analytical Thinking

• Coaching

• Written Communications

• Mentoring

• Research

• Result Orientation

Line of Business Job Description:

This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of clients and internal accounts and ledgers. Key responsibilities include review and execution of requests received through various systems in support of Money Movement and Settlement processing and Bill Pay Maintenance and Setup. Providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling of operational processes which may carry medium to high levels of monetary risks. Wealth Management Operations provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, Banking & Personal Retirement Operations provides support for Merrill and Private Bank accounts and transactions.

The Move Money & Settlement Team supports Merrill and Private Bank through multiple functions under Cashiering, Settlement, Fulfillment, and Exceptions processing. A successful Transaction Management Operations Analyst on this team:

• Gains a full understanding of each request with careful reading, research and application of product knowledge

• Executes moderately complex transaction processing according to established guidelines and procedures and within applicable systems

• Communicates effectively and efficiently with the requestor via email to resolve any issues preventing the completion of the request

• Documents all actions taken in the applicable system accurately and in a business writing style

• Meets or exceeds productivity and quality goals

• Adapts to ever changing products and services

• Complies with all Bank of America policies

Required 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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