Account Management Ops Analyst

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Line of Business Job Description:

This job is responsible for moderately complex activities supporting the creation, onboarding and maintenance of accounts, according to the established guidelines and procedures. Key responsibilities include providing quality service and effective operations support for internal business partners and external clients and assisting in training for less experienced team members. Job expectations include operating with a moderate level of independence, and referring to their team lead or manager for direction and support with moderately complex issues and escalations.

Responsibilities:

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests

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 Document Management Team processes document distribution and executes deposit transactions for Merrill and Private bank  clients.

A successful Account Management Operations Analyst on this team:

• Gains a full understanding of each request with careful reading, research and application of product knowledge
• Communicates effectively and efficiently with the requestor via email to resolve any issues preventing the completion of the request
• Evaluates each request against applicable risk framework and applicable laws, rules, or regulations to prevent errors
• Selects and executes the correct process within the applicable systems to complete the request accurately and efficiently
• Documents all actions taken in the applicable system accurately and in a business writing style
• Meets or exceeds individual productivity and quality goals and collaborates effectively to meet group goals
• Adapts to ever changing products and services
• Complies with all Bank of America policies

Required Skills:

• ​Account Management:  ability to provide services and support to clients
• Attention to Detail: ability to achieve thoroughness and accuracy when accomplishing a task and process detailed information effectively and consistently
• Relationship Building:  The ability to develop, establish, and maintain ethical connections and long-term relationships with individuals necessary to complete processes and deliver the desired client experience
• Research:  ability to gather information from a system, review, analyze and interpret the results to support a recommendation or solution for a client request
• Recording/Organizing Information: ability to accurately capture, summarize, and organize relevant information (such as client/employee forms) using computer applications
• Written Communications:  ability to clearly convey information in written form through email in a way that easily enables the resolution of request
• Adaptability: ability to change behavior in response to or in anticipation of changes in the work environment​

Shift:

Hours Per Week: