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GWIM Sr Operations Analyst
GWIM Sr Operations Analyst-November 2024
Tampa
Nov 24, 2024
ABOUT BANK OF AMERICA
Bank of America is a leading financial institution, serving consumers, small businesses, and large corporations with a full range of banking, investing, and other financial products and services.
10,000+ employees
Financial Services
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About GWIM Sr Operations 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!

  Job Description:

  This role is responsible for moderately complex transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. These transactions and requests may carry high levels of monetary risk. Additional responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Individuals should be well versed in operational processes, and assist in training for less experienced team members.

  Responsibilities:

  • Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established guidelines and procedures

  • Responds to moderately complex client inquiries through numerous channels to support operational efficiency and quality client service

  • Responsible for the analysis and resolution of moderately complex transactions requiring escalations and/or exceptions

  • Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units

  Skills:

  • Oral Communication

  • Written Communication

  • Customer Focus

  • Research

  • Problem Solving

  • Collaborating

  • Multitasking

  • Organization

  • Time Management

  • Microsoft Excel

  • Microsoft Outlook

  • System Navigation

  • Investment Products and Solutions

  The purpose of the role is to support and foster the overall service strategy for Wealth Management. The associate provides technical resolutions, working closely with business, operations, and service partners across diverse businesses to cultivate relationships with key stakeholders representing a broad range of functions and levels. The role is essential for ensuring the smooth operation of the wealth management client and account data systems and processes. The primary focus of the role is to work closely with technology partners to maintain and enhance the client and account data platform, provide technical support and optimize operational efficiency.

  Wealth Management Ops Client Data Production Support provides Level II support to all Wealth Management branch offices for technology issues related to Client profiling, Account opening and maintenance systems and applications. The team act as an intermediary for all business and operations area partners, including Client and Account Services, Client Account Operations, Data Remediation and Householding, Loan Management Operations, Retirement Distribution Services, Account Transfer Services, New Account Supervision, Centralized Supervision, Anti Money Laundering Supervision, Merrill Edge Advisory Center (MEAC), and Private Banking Investment Group (PBIG), for production issues related to Client onboarding and maintenance applications, inclusive of both mainframe and web based applications.

  Role Requirements:

  Continuously monitor system health, performance, and availabilityCollaborate with cross-functional teams to trouble shoot and resolve complex and urgent issues related to production systems, minimizing downtimeProvide excellent customer service skills to address end-users' needs effectively with meaningful solutionsClear written and verbal communication skills when collaborating with various teams and end usersAbility to investigate technical and non-technical incidents through extensive research to determine underlying causes and prevent recurrenceSupport production deployments, ensuring smooth transitionsCreate and maintain robust regression scripts for routine release testing purposesEvaluate and influence solutions and approve/reject in conjunction with business partners based on impact analysisManage work queues within the SharePoint utility and other internal systems to ensure timely resolution and SLAsSupport various activities such as developing training materials, presentations, reporting, tracking & recording data elements, process improvements and testing for system enhancementsContribute by sharing knowledge and mentoring junior team members

  Required Skills:

  Knowledge of Client and Account data platform and toolsExcellent communication skills - ability to interact with various band levelsAnalytical skills to research and solve client and account data platform related issuesStrong attention to detail and critical thinking skills to be able to clearly identify, perform analysis and provide solutions for complex issuesAble to balance multiple high priority tasksStrong partnerships across business, technology, operations, and control partners to resolve urgent issues and optimize application performanceAccountability for defect management, resolution, and proper communication to stakeholders/users of the applicationsEnsure detailed test plans and test scripts are created and data is staged for pipeline and production platform regression testingAbility to work within an environment with a variety of opinions and priorities and be able to get to a resolution and agreementOrganized with the ability to prioritize / strong time management skillsSelf-motivatedExcellent Microsoft Office skills and presentation skills

  Desired Skills:

  Previous project experience is a plusExperience with client and account data platform and client onboarding applicationsExperience in interacting with Branch OfficeProject management skills

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

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