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 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:

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. Listed below are several of the various processes in which this position would be responsible for:

• This job is responsible for 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.

Required Qualifications:

• 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 Qualifications:

• Customer and Client Focus

• Oral Communications

• Prioritization

• Problem Solving

• Account Management

• Analytical Thinking

• Coaching

• Written Communications

• Research

• Result Orientation

Shift:

Hours Per Week: