Transaction Management Operations Consultant
Dallas, TX, United States
Transaction Management Operations Consultant page is loaded Transaction Management Operations Consultant Apply locations Dallas time type Full time posted on Posted Yesterday job requisition id 24015490 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 job is responsible for independently processing complex transactions supporting the movement of account assets and other fulfillment processing. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. Job expectations include supporting projects, initiatives and preparing executive-level reports and presentations.
Responsibilities:
Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk
Drives execution of complex financial and non-financial client transactions• Supports process improvements, requirements, and initiatives across multiple stakeholders
Performs quality assurance reviews, testing, and training to ensures high performance accuracy of performance metrics and quality standards
Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation
Reviews and updates written procedures to ensure accuracy
Supports operational team projects and production of executive-level reports and presentations for senior management as needed
Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed. Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading. The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date. Ensure all trades are posted in the correct account by settlement date. Communicate with Trading Desk to resolve issues timely. Metrics collection, reporting and analysis coordination. Procedure governance responsibility. Project work support. Strong leadership skills and the ability to work with and participate in the Leadership Team strategy sessions.
Team members are located in Jacksonville, FL, Dallas, TX, Boston, MA and Charlotte, NC.
Required Skills:
3 years of Private Bank Experience
3 Years of Management Experience
Strong Leadership Skills – Candidate will be both a manager for the Internal Bank Placed Team, but also must serve as Site Manager for the 2 other sub teams that make up Private Bank Investment Operations
Excel, Word, Outlook Proficiency
Strong Written Skills, Strong Verbal Skills,
Ability to learn from training done both in person and virtually
Desired Skills:
Works well with others / in a team environment.
Ability to Multi Task.
Receptive to Feedback. Dedication to work.
Shift:
1st shift (United States of America) Hours Per Week:
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Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
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• Do be brief. Resumes should be 1-2 pages in length.
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1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
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